Physical AI
Autonomous freight on highways, yards and haul roads.
The fix for the observer problem was a new truck, not a change of mind at PACCAR. In September, Aurora targeted 200 driverless trucks by year-end; on Oct. 28 it said it now expects to pass 200 by the end of February. Q2 revenue was $2 million.
A year after launch, Aurora says it runs 10 routes across Texas and into Arizona and has added McLane for restaurant supply. Its biggest customer plan so far, with Hirschbach, is a non-binding memorandum.
Gatik's investor Koch says the startup's medium-duty trucks now carry retail freight with no driver or safety observer. The figures behind that come from Gatik.
The Texas launch is real: a driverless truck running Dallas to Houston for paying customers. A truck maker's request means a non-driving observer now sits up front.
An oilfield sand supplier says it owns Kodiak-equipped trucks, subscribes to Kodiak's driverless system and runs them with nobody aboard off-road in the Permian Basin. The figures come from the two companies.