Self Driving Trucks

topic on 5 shows · 6 statements across 6 episodes

Lenny's Podcast Sourcery the MAD Podcast the a16z Podcast 20VC

6 statements about Self Driving Trucks, every show

SOURCERY Assertion Not checkable as stated
Younis: Waymo closed trucking because old AV architectures required discrete systems
“Waymo used to be in self-driving trucks, and then they closed that team down because the old way of building self-driving, those are two almost discrete systems. Different sensor placement, you know, different vehicle type was enough To make it actually just d…”
Qasar Younis Apr 7, 2026 ▶ 26:06 A Rare Look Inside Applied Intuition’s Physical AI Garage · Sourcery with Molly O'Shea
LENNY'S PODCAST Prediction Not checkable as stated
Younis: AI's biggest impact will be farming, mining, and trucks
“Yes, I think the real impact of AI in the next. Five to 10 years really is going to be in farming, in mining, in construction, in self-driving trucks. That's where you're going to have a real impact.”
Qasar Younis Mar 8, 2026 ▶ 28:08 The real AI revolution isn’t software. It’s farms, mines, and trucks. | Qasar Younis
a16z Assertion Supported
Smith: Trucker employment grew a decade after self-driving job loss forecasts
“There were two stories in the same year about truckers being mass unemployed by, you know, self-driving trucks, and then 10 years later, there's a trucker shortage, and the number of truckers we hire is higher than ever.”
Noah Smith Aug 4, 2025 ▶ 12:28 Dwarkesh Patel and Noah Smith on AGI and the Economy
MAD Prediction Held up
Volpi: Self-driving trucks will operate on freeways within 18 months
“And if you ask me, like, for those use cases, I think you're going to see self-driving trucks on freeways within the next 18 months.”
Mike Volpi Nov 13, 2019 ▶ 24:20 Fireside Chat: Mike Volpi, General Partner, Index Ventures (FirstMark's Data Driven NYC)
20VC Prediction Not checkable as stated
VanDevender: Autonomous trucks will improve delivery but erode rural wealth distribution
“So if you replace the trucks with self-driving trucks, you end up with a much better goods distribution system, which is positive, but the trucking system is a much worse wealth distribution system.”
Aaron VanDevender Oct 16, 2017 ▶ 17:54 20VC: Founders Fund's Chief Scientist on Why AI Is Mostly A Scam, Why The Value of Large Datasets Is Mostly Overplayed & The Societal Effects of 4m Truck Drivers Being Unemployed with Aaron Vandevender
20VC Prediction Not checkable as stated
Ocko: Self-driving trucks could displace 4 million US workers
“So with self-driving trucks, they're you're talking about potentially vastly reducing, if not completely disemploying, I guess to coin a term, three or four million of the last non-college educated middle class people in the United States, and quite a large si…”
Matt Ocko Nov 21, 2016 ▶ 5:37 20VC: Data Collective's Matt Ocko on The Dark Side Of AI & What Happens When 3-4m People Become Unemployed Overnight

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