Jaden Schaefer

So Wabi has already launched a whole bunch of commercial trucking pilots.

They're mostly they're doing this in Texas and they have human drivers in the cab.

They've already planned to deploy a full driverless truck on public highways by the end of last year.

That was kind of the plan, but their timeline got pushed into somewhere in the next future coming quarters.

I think anyone that's been following autonomous driving knows that that that kind of deadline push is something that happens.

We've seen that a lot with Tesla.

over the years.

And it's essentially because, I mean, you want to be optimistic, but at the same time, if the safety rating isn't there, if it's not perfect, you just can't deploy these systems until it's completely ready.

So according to them, they're also working with Volvo to build some purpose-built autonomous trucks, which they showed off last October.

Airatsu says that software is ready, but that the vehicles themselves still need full validation before launch.

She's really confident that there's going to be a lot of demand for this.

She kind of points to Wabi's direct-to-consumer model that basically allows shippers to purchase autonomous ready trucks online.

outright.

And then combining that with Uber's partnership, she thinks that Wabi can scale really quickly with a highly reliable product.

She said, quote, we're still in the early innings of robo taxi deployment, there's a lot more scale to come.

She didn't share a lot of details about which automaker they're going to partner with for their Uber robo taxis, right?

Because you know,

It's not like they develop their own car.

They usually partner with something, whether that's Volvo or with another company to build the actual vehicle.

So we don't know what vehicle is actually going to be used for the robo taxis, the Uber robo taxis.