commercial vehicles
2 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jul 29, 2026 by Sanjit Biswas · across every show →
Everything said about commercial vehicles, oldest first
Jul 29, 2026 bearish
Specialized commercial vehicle autonomy could take 10 to 20 years
“So for that reason, we think the adoption might be a bit slower, but it's not like a no, it's just, it might take 1020 years. And these are industries where, again, the equipment's highly specialized. Like if you look at cement mixers or you know, garbage truc…”
Jul 29, 2026 neutral
Long-haul trucking represents only a minority of commercial fleet vehicles
“On the trucking side, it's also important to realize, like, there's long haul trucking and kind of, like, moving stuff from point A to point B. That tends to be a minority fraction of what the commercial vehicles on the road are doing. Most of the commercial v…”