🔎Aurora Innovation 1Q26: Time to scale.
The commercial launch of robotrucks in America's Sun Belt is possibly the biggest and most underreported story in the world of autonomy right now.
In October 2025, I published the piece below on Aurora Innovation.
I had always been wondering why everyone seems to believe that urban robotaxis should become the first commercial application of autonomous driving. The global freight trucking market is about 10x the size of the global taxi market, cargo freight is much less needy than human freight, and…
