May. 22 at 12:10 PM
$AUR company initially give priority to Pacaar as they have good market share but as they resist on moving fast, clearly Volvo and Navistar stepped up and Pacaar only getting gen 3 hardware.
Autonomous semi truck is future. Pacaar and Daimler two leading semi brand going backwards. Recent 500 semi order by single vendor tells us how those OEM has to stepped up if want to keep market share. Daimler brought TORC and spending billions but it’s not simple problem to solved. Industry veterans who started this industry lead Aurora and likely reason they able to build technology that other can’t even after starting way ahead and spending billions.
If Torc can’t deliver, Daimler has no choice but work with aurora innovation. Remember threshold is way higher on safety when come to Semi Truck, other than Aurora, almost all other Autonomous technology companies first build how to make autonomous and think Safety later, this is likely reason other keep struggling.
