It is happening pretty fast. I heard about the dallas to houston runs. I'll assume they do hub to hub trips only. But still, I think that's pretty impressive. I don't think we have to be worried about being put out of business in our lifetime, but definitely will continue making a impact going forward. I think setting up the infrastructure will take the longest part. The Trucks are ready to roll.
Yeah I personally thought the laws were going to be the holdup.
These units can be installed in any truck, any brand, any fuel. As a corporation, if your competition has access to a unit that can do 168 hours a week legally (meaning each one truck can replace 2 driver's entire salary functioning like a team. They don't need 10 hours off daily, breaks, or a 34 hour reset) as a corporation you have no choice but to do the same to compete
The only limit I see is how quickly these units can be produced and installed. A surprise was FMCSA / Texas state DOT allowing Level 4 instead of Level 5 on the roads
A smaller holdup will be individual jurisdictions and state laws, but the pressure from billion dollar companies will be immense
If they end up being safer than human drivers, the billion dollar insurance companies will weigh in by discounting the robot truck insurance while simultaneously increasing on the human drivers left...
Anyway I agree, it will stay in hub to hub deliveries for now. But that represents a LOT of drivers