FreightWaves’ Post

Name: Autonomous software startup Applied Intuition on Truck Tech | FreightWaves posted on the topic | LinkedIn
Uploaded: 2024-09-13T13:08:49.026Z
Channel: FreightWaves
Description: This week on Truck Tech, the co-founders of autonomous software startup Applied Intuition talk about how serving the majority of automotive and truck makers requires customizing the tools they make for all aspects of driverless vehicles. Watch the full episode here. https://lnkd.in/ervTAi88

FreightWaves

170,736 followers

1mo

This week on Truck Tech, the co-founders of autonomous software startup Applied Intuition talk about how serving the majority of automotive and truck makers requires customizing the tools they make for all aspects of driverless vehicles. Watch the full episode here. https://lnkd.in/ervTAi88

Transcript

It's interesting that you mentioned, you know, the the similarities between, you know, off road or military and, and I guess on Hwy. for trucking again, we're trucking podcast. But you know, look at Kodiak, for example, they are starting now in the Permian Basin rather than on I-45 in Texas, right? I mean, they they want to get revenue and they need to do that, but they're doing, you know, fracking sand first, right, very short distances and things like that. Yeah, but they've been on the highway since, you know, the latter part of the last decade. So, you know, I guess I'm seeing what you're talking about. And we're seeing more and more entries into things like distribution, yard autonomy and things like that. So you know it, it doesn't. I guess I wasn't looking for you to pin it down to one, but just sort of, you know, where, where would we see, you know, someone, I think, yeah, you, you're seeing it like Kodiak is a customer of ours. We, we, we think really highly of them, as are a bunch of other companies like. Torque you mentioned or GATIC companies really look up to that are tackling kind of really important and distinctive use cases. I mean, the Kodiak use case and the GATIC use case are actually, you know, very, very different, even though the same universe. I think it's a often mistake that's made is in in in emerging industries is like you actually take the old 0 sum mindset that these companies are going to have, you know, what are the others going to win, right? I think there's a future that all of these. These cases independently can be massive multibillion dollar revenue opportunities for each of the each of each of our customers and each of the players, players there. So I think. I, I mean, I see, I mean, I'm not just saying this because I'm a fan of those companies. I think the torque use case is super compelling. I think the Gatic use case is super compelling. I think the Kodiak use case is super compelling. I mean, and I think, you know, it's a, and it's, for me, it's not like A1 or the other. I think all, all of them are. Now, if you tell me like on the same highway two companies are running, you know, back-to-back then we'd have to really get into the business of like where their operational costs, what sensors they're using. And then you maybe have, but even then, I mean, it's, it's always not that black and white.

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