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Everyone wants to solve the hardest problem in autonomy. We chose to solve the most profitable one.
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Walmart doesn't do pilots for fun. When they put autonomous trucks on daily routes, it means the technology works.
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We removed the safety driver in 2022. Fully autonomous trucks on public roads delivering for Walmart. No one in the cab.
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The middle mile is a $2 trillion market that nobody talks about because it's not as sexy as robotaxis.
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Fixed routes are our unfair advantage. Our trucks drive the same roads every day. The more they drive, the better they get.