Everyone wants to solve the hardest problem in autonomy. We chose to solve the most profitable one.

Walmart doesn't do pilots for fun. When they put autonomous trucks on daily routes, it means the technology works.

We removed the safety driver in 2022. Fully autonomous trucks on public roads delivering for Walmart. No one in the cab.

The middle mile is a $2 trillion market that nobody talks about because it's not as sexy as robotaxis.

Fixed routes are our unfair advantage. Our trucks drive the same roads every day. The more they drive, the better they get.