Jaden Schaefer

But the freeway, you know, so like we talked about the difference between regular vehicles and semi trucks or, you know, freight.

Now, there's also a difference between back roads and freeway.

And so it feels like they have to do like Wabi has to do some of the hardest things.

They have to do freight on freeways like right off the bat.

These are the two things that they need.

their company to be able to do because that's how you transport freight across the country is over freeways.

So, I mean, it feels like they have a lot of difficult problems to solve, but it feels like they're solving them.

Yuratsu says that Wabi Brain already generalizes across vehicle types.

She even hinted that robotics could be the company's next vertical, which is really interesting.

From kind of the get-go, they're collecting and simulating passenger vehicle data alongside the trucking work, which I think shows that robo-taxis were kind of always part of the long-term roadmap for them.

And that strategy, according to her, has basically allowed Wabi to build a lot faster with a lot less capital than, you know, maybe like some other first-generation AV companies.

She said, "...we don't need massive fleets, enormous data centers, or endless numbers of people and chips."

So this could be a unique approach.

You saw others fail to accomplish this.

And if their approach, you know, is really able to do with less data, less compute and less money, this could be a massive competitive advantage that they have coming to the market.

With this current billion dollar round, Wabi's total funding is now at about $1.28 billion.

They did a $200 million Series B in June of 2024.

So if you're just kind of comparing that, Aurora Innovations has raised about $3.4 billion.

Kodiak Robotics has raised about $448 million.

So these are some other competitive competitors in the landscape.