Oct. 31 at 8:46 PM
$AUR good news part #1.
the positive spin-zone:
- lane expansion: adding dallas south to laredo (400Mi), doing atlanta to dallas (780Mi), and locking down atlanta to phoenix (~2,000Mi). that would be incredible, just depends on how quickly. they added some theoretical lanes in cali too. i hope they have the inside scoop on the law changing (and no, whatever bill that was announced doesn't count, we need it to actually pass). what else? validating the customs border thing would be cool too.
- OEMs: honestly, buying international trucks is an absolute power move. while it's 100% because PACAAR is slow af and sucks, if we start crushing it on INT's platform, and
$CCIX doesn't advance as quickly, it could turn into another line-side partnership for us
- hardware: hardware gets cheaper and cheaper, and better and better. we can now see almost twice as far compared to (guessing it's
$AEVA ). also aumovio investing $ 100MM to expand their plant is a huge vote of confidence.
