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by mainframed
1419 days ago
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Great article, but I think the conclusion is a bit off.
We also need more research into autonomous driving, to be able to drive trucks safely on highways. And automating that part you see as highly profitable.
So, if anything, the article shows how important more research into this topic is, especially if we would factor in the two disproved assumptions, you mention in the last section. Second, I think it is a bit naive to think that truck manufacturers/tech companies will just sell trucks for a similar fix price to traditional trucking companies.
I think they will either - lease them at an expensive rate (getting most of the additional margin, since they also deliver the value) - offer them as a service, such that trucking companies only manage contracts (also expensive) - found their own new companies or buy trucking companies to handle the contracts |
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Imagine a chain of autonomous trucks on a highway — isn't this basically a less energy efficient, less capacity version of a train that pushes a part of the costs onto public infrastructure?
Granted, trucks can also cover the last and the first mile(s) with much more flexibility, but a well designed system that allows you to quickly move containers from trains to trucks and vice versa could do just that as well.
Also: while this might not be as relevant within the US, on the rest of Earth truckers often also handle the customs at national borders and need to interact with certain laws. E.g. last week Bavaria, Germany banned trucks from taking non-highway routes to Austria. Not sure how an autonomous vehicle would honor this, or how police would be able to stop them. The mechanisms for doing all the things beyond just driving are just not there.