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Yes. Can you estimate how much these companies have received funding compared to self-driving tech companies/projects? My wild guess (based only on the general visibility) is that it amounts pretty much to a rounding error.


sure, but I think the truck convoy companies are run a little bit more like regular companies than startups? they have a reasonable near-term goal and sales pipeline. Like, I think if you have a couple modern trucks you can go have peloton install their system and you can use it right now.


Yes, but what we are missing is a platform[1] where I can join a random convoy going the same direction than me. And pay something for the lead car or offer myself as a lead car in case I feel like driving and earning some money. This would be in startup territory for me that would deserve more VC money than autonomous technology. At least just now.

[1] I assume also some regulatory developments for this are missing in addition to platform and universal tech kit for private cars. In case such platform already exists and all regulatory hurdles have been tackled, then I miss only widespread adoption and marketing...


Actually, I think there's a huge opportunity for the incumbent car manufacturers there. Considering how much identification many consumers have with their car brands, this could work out well (maybe even better) if it were only compatible with cars from the same manufacturer.

I mean, you could do a retrofit kit for regular cars, too... but that seems harder to get exactly right (I mean, considering the cost of a fuckup) and would require a bunch of new marketing infrastructure, whereas if Ford, say, just bought peloton and said "hey, make this work across our model lines" - well, that'd be a pretty good argument for buying a ford.




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