[HN Gopher] The Poor ROI of Autonomy (2020)
       ___________________________________________________________________
        
       The Poor ROI of Autonomy (2020)
        
       Author : Danieru
       Score  : 136 points
       Date   : 2022-07-27 04:49 UTC (1 days ago)
        
 (HTM) web link (medium.com)
 (TXT) w3m dump (medium.com)
        
       | elzbardico wrote:
       | As I read this kind of stuff, I can't help but feel guilty of how
       | our profession is so cavalier in being an allied of capital
       | against labor.
        
         | sacrosancty wrote:
         | Labor doesn't want to be laboring. It's better in the long term
         | to remove the need for labor than to have people trapped in
         | labor but "ally" with them. We get to enjoy being programmers
         | instead of farm laborers because previous generations succeeded
         | in using capital to win against labor.
        
           | TomSwirly wrote:
           | What do you expect to happen to these laborers? Will they get
           | to retire in comfort because our society is so rich?
           | 
           | Heck, no. America's philosophy is if you don't work, you
           | don't eat.
           | 
           | The people investing the capital to replace the workers are
           | doing this so they can capture the money that used to go to
           | the workers. And that's what will continue to happen.
        
             | int0x2e wrote:
             | You may be assuming that the ones benefiting from
             | automation are happy to live in a world where they are
             | hated by almost everyone, and at best kept safe by using
             | some private army. Imagine living in a world where "eat the
             | rich" is not a fringe idea but a campaign promise...
             | 
             | I would argue the rich would much prefer to let everyone
             | live at some <low but "okay"> standard of living than have
             | a few more zeros on their bank totals and live in constant
             | fear.
             | 
             | I think the world shown in the movie Elysium portrays this
             | reality and its possible outcomes better than I can do. Not
             | the be the best movie ever, but it got this part pretty
             | well in my mind...
        
               | ElevenLathe wrote:
               | Empirically, this may be true of other elites, but it is
               | not true of enough American elites to make a difference.
        
               | jfk13 wrote:
               | > I would argue the rich would much prefer to let
               | everyone live at some <low but "okay"> standard of living
               | than have a few more zeros on their bank totals and live
               | in constant fear.
               | 
               | I suspect many of the rich don't feel they are yet _rich
               | enough_ for this reasoning to be applicable to _them_....
               | and each year as they get richer, their subconscious
               | goalposts move a little further.
        
         | hcks wrote:
         | The exemple at hand is literally about allowing truckers to
         | work from their homes and increasing their hourly rates
        
         | int0x2e wrote:
         | On an emotional level, I certainly sympathize strongly with
         | this idea. I can see how tech often helps widen the gap between
         | the haves and have nots. At the same time, tech advancements
         | have often improved humanity's standard of living - providing
         | clean water, lighting, refrigeration, cooking, etc.
         | 
         | The basic thesis is while tech makes some jobs obsolete, but
         | they will be replaced by newer jobs, and everyone benefits from
         | the better, cheaper world created by the tech advancement(s).
         | The main critique for this notion is asking how many of these
         | new jobs are really created, and whether they offer the same
         | stability and benefits.
         | 
         | If this thesis is valid however, the other big issue that
         | remains is the widening wealth gap. The solution for that is
         | probably not banning automation - but rather progressive
         | taxation based on one's wealth. I know some people find this
         | idea evil, but it's a fantastic solution to the issue of
         | extreme inequality.
        
           | moffkalast wrote:
           | Tech makes jobs obsolete, but the new jobs introduced in the
           | last few hundred years only add up to a small part of the
           | overall workforce (programmers excluded). CGP Grey went in
           | depth on human replacement automation, and almost a decade
           | later it still holds up:
           | https://www.youtube.com/watch?v=7Pq-S557XQU
           | 
           | The bottom line is that automating a job is obviously a net
           | positive because it frees up a human to do something else
           | elsewhere, while still providing the same added value as
           | before. There will always be _something_ for that human to
           | do, even if not a traditional style job.
           | 
           | The gap, as you point out, is making sure that newly created
           | value gets taxed and provided to that freed up person as UBI,
           | so that they can continue to live and consume those products
           | that the machine makes in the first place, otherwise there is
           | no demand for them and capitalism doesn't work. There is no
           | point in having an army of robots making hats if there's
           | nobody to wear them.
        
       | balaselvam wrote:
       | This is a fantastic read. But don't agree with the conclusion.
       | It's myopic. Few problems I have with this, - The cost saving of
       | 600K/truck/year is low relative to the cost saving with lower
       | autonomy. When improving efficiency in any operations system, the
       | ROI keeps getting lower and lower with further improvements. Does
       | not mean that the investment is not worth doing - The efficiency
       | principle of software relies on scale. There's no reason to build
       | autonomous vehicles at all if you own a single truck but this
       | makes sense when you have a large fleet. That's why software
       | earns with scale. 600K/yr is a single truck saving. It becomes
       | significant over the scale of trucks and the years.
       | 
       | The unit economics is wonderful to go through. Appreciate the
       | research!
        
         | rflrob wrote:
         | From TFA:
         | 
         | > The hardest 1% of the technical problem, automating the
         | surface streets and interchanges, would end up being worth only
         | about $600/truck/yr. Level 4 truck autonomy has less value than
         | a daily coffee.
         | 
         | Note that savings is $600, not $600,000. For a $100K truck,
         | that's 0.6% per year. Not nothing, but they're happy to let
         | someone else do the Herculean effort to get to L4.
         | 
         | For each programmer on a team that could do it in a year for,
         | say, $240K in comp, you'd need 400 truck-years ($40M worth of
         | trucks for 1 year) to make it a break even proposition. How
         | many programmer-years do you think it would take to build L4
         | autonomous trucks? How many programmer-years have FAANG alone
         | (leave out auto manufacturers or taxi apps) spent over the last
         | decade on autonomous driving?
        
           | bluGill wrote:
           | Autonomous trucks are just some minor differences from
           | Autonomous cars. No auto manufacture dares risk someone else
           | come out with an autonomous car that is enough safer than
           | human drivers that governments mandate it. This is mostly
           | about all the patents needed to make it work that the first
           | mover will get. As such all car companies are investing in
           | this to ensure if someone makes it works they will have it
           | too, or at least enough useful patents that they can get a
           | good licensing deal.
           | 
           | I think Tesla is the only company attempting this alone, all
           | the other car manufactures are just in some form of
           | partnership with others. These partnerships are known to
           | include the big truck manufactures. I suppose there are a few
           | car companies not investing in this (either tiny, or not
           | selling cars in western countries).
        
       | senectus1 wrote:
       | I work for a Mining company that has autonomous dumptrucks (among
       | other things), and the autonomy has _proven_ its ROI quite
       | nicely. So much so that we are expanding its use and automating
       | more things like light vehicles and drill rigs etc.
       | 
       | Its not cut and dry / black and white, there has been some loss
       | in efficiency in some areas but that is a learning process and
       | we're constantly reviewing and updating.
       | 
       | For us its about economy of scale, and given we control our mine
       | sites 100% its a bit simpler than fwy's and hwy's etc.. we dont
       | get inattentive drivers and drunk drivers and teenagers in
       | blinged up ricerboxes.
       | 
       | The value its added has shown me that autonomy on the public
       | roads is definitely going to be a thing and probably very soon. I
       | would expect insurance companies to be the biggest drivers...
       | offering discounts to vehicles that are not driven by humans.
       | follow by municipal councils, who will notice that the more
       | autonomous vehicles there are, the fewer accidents there will be
       | and the better traffic flow is thereby reducing the need for road
       | expansions and traffic management upgrades.
        
         | stevesimmons wrote:
         | > the more autonomous vehicles there are ... better traffic
         | flow
         | 
         | Won't this better traffic flow be offset by new congestion from
         | AVs using the capacity of public roads as free car parks?
         | 
         | aka the Jevons Paradox
        
           | ben-schaaf wrote:
           | This is the case for all transit, known as induced demand.
           | Increase the number of lanes on a road and you'll get as bad
           | if not worse traffic than before as the increased capacity
           | results in more people driving.
        
       | myroon5 wrote:
       | Unmanned Remotely-Supervised Truck questions:
       | 
       | I wonder how latency is handled. I wonder how close nearby you'd
       | still want the remote driver since someone across the world would
       | have at least hundreds of milliseconds in delay communicating
       | back and forth
       | 
       | Also, what happens in periods of disconnectivity? It seems like
       | you'd still need some autonomous capability then, although it
       | might be lessened to only needing to pull over?
        
         | int0x2e wrote:
         | For Starsky's engineering / demo purposes - they could limit
         | themselves to a few safe routes with good connectivity. Just
         | use a couple of cell modems from different networks, maybe add
         | a satellite backup to be extra safe and you should be safe
         | enough if the truck can do basic collision avoidance and lane-
         | keeping.
         | 
         | For the future, the good news is that the world is already
         | headed towards a state where roads come with high-speed
         | connectivity infrastructure for vehicle-to-vehicle, vehicle-to-
         | infrastructure and vehicle-to-x communication. Building
         | reliable, high-speed connectivity to the road makes a lot of
         | sense if you want autonomy to really take off.
        
         | upbeat_general wrote:
         | This is pretty simple, there's really no need to give direct
         | steering/throttle control. As an option, it's good to have, but
         | any real system will default to higher level commands, e.g.
         | drive to this location, pull over, etc.
        
         | bluGill wrote:
         | If they have to have an office in every state that is no
         | problem. Except maybe Alaska there are enough cities that you
         | can open an office in every state very quickly and hire people
         | to live there. In fact work from home might even be useful. I
         | could well see them hiring remote people with a "must live
         | within 100 miles of X small town and have a reliable car". 95%
         | of the time they will work from home, but that other 5% they
         | use their car to drive to wherever the stuck truck is and
         | figure out how to get out of trouble.
        
       | freemint wrote:
       | We are incredibly far away from autonomous trucks. I am not aware
       | of a single truck that you can buy that offers assisted (as in
       | you press a button) lane switching. There are lane keeping
       | assistants and assistants which use cameras to check whether
       | switching lanes is unsafe due to other vehicles on the road.
       | 
       | Waymo seems to be working on it:
       | https://www.youtube.com/watch?v=Z09jND0G6HQ but the fact that
       | this 20 second maneuver is warranting a video in their eyes
       | should tell you how complicated it is.
        
       | victor9000 wrote:
       | With all the hoopla that went into self-driving cars, why do we
       | still not have self-driving trains? Operating on a fixed track
       | reduces the problem space quite a bit, no? So if the technology
       | can't get there for trains, then it will never get there for
       | cars.
        
         | jussij wrote:
         | The Sydney Metro has 22 driver-less trains operating across 13
         | stations:
         | 
         | https://www.republicworld.com/world-news/australia/australia...
        
         | geek_at wrote:
         | Complex non digital signals. My neighbor is a train conductor
         | and he had an accident because he missed a signal. He almost
         | died and had to be cut out of the cabin. Some passengers were
         | also hurt. Imagine the outcry when a ai train would do that.
         | 
         | Other than that isn't there in London a autonomous train? I
         | remember riding that in 2005 or so
        
           | bluGill wrote:
           | Automated trains wouldn't do that because we can design
           | signals so that they cannot be missed (that is if you don't
           | have positive go/no-go you stop in time)
           | 
           | Automated trains do have difficulties, but they are very
           | different from the ones you see with human drivers.
        
           | Closi wrote:
           | The DLR is semi-autonomous. It has the ability to act
           | autonomously, but it must be started with a button and has an
           | attendant on-board that also fulfills other duties and can be
           | there in the case of an incident.
        
             | rpadovani wrote:
             | Indeed, it has a grade of automation of 3 (out of 4), so it
             | is driverless, but not unattended (as that is level 4)
        
               | iggldiggl wrote:
               | According to this article
               | (https://railinsider.co.uk/2020/10/27/making-london-
               | undergrou...), it occasionally has to even fall back to
               | effectively level 2 operation (i.e. operator _at the
               | front_ of the train) because increased passenger usage
               | makes level 3 operation as originally built (no platform
               | edge doors or obstacle detection systems) unsafe at
               | certain stations during peak times.
        
           | bencollier49 wrote:
           | The DLR (Docklands Light Railway) is autonomous, but it's a
           | pretty slow light rail system.
           | 
           | I think that automation is possible because it was built de
           | novo and doesn't interface with the rest of the rail network.
        
         | drorco wrote:
         | There are self-driving trains:
         | 
         | https://en.wikipedia.org/wiki/List_of_automated_train_system...
        
         | rpadovani wrote:
         | Actually, there are plenty of autonomous trains:
         | https://en.wikipedia.org/wiki/List_of_automated_train_system...
         | 
         | The problem is automatizing the existing infrastructure, 'cause
         | it requires great effort (so, money and inconveniences).
         | 
         | I don't think however that the lessons there are applicable to
         | cars as well, and while I think we could and should invest a
         | lot on train systems, the final goal for cars should be
         | reducing them, not replacing them with autonomous systems.
        
         | _delirium wrote:
         | The problem of automating trains is easier, but train labor
         | requirements are already very low compared to truck
         | requirements, so there isn't much of a win there. A typical
         | freight train has a 2-person crew carrying 200+ TEU containers.
        
         | Animats wrote:
         | It's been done for trains. But they're already down to one
         | person for a huge train, so the payoff isn't huge.
        
           | badpun wrote:
           | > It's been done for trains
           | 
           | Has it been done on anything more complex than 100%
           | underground subway line with the train just going back and
           | forth?
        
             | Chirono wrote:
             | Yes, the DLR in London has goes overground and has run
             | without drivers since the 80s.
        
           | awuji wrote:
           | I have talked to somebody in the SBB R&D department recently
           | about this and the problem is actually that there has to be
           | at least one person on the train.
           | 
           | Imagine a door gets jammed or there are some problematic
           | passengers. If there is someone on board they can fix the
           | problem in a couple minutes. But on a completely automated
           | train there is no one on board to fix the problem. One
           | solution would be that you send out crews to arrive at
           | smaller stations and fix the issue, and larger stations could
           | have dedicated people, but that is already more investment
           | and less efficient than just having someone on board.
           | 
           | Retrofitting automation for a train network in a wealthy
           | country like Switzerland wouldn't be a big problem, but it
           | just makes more sense to leave the driver in there.
           | Accordingly, SBB is investing much more into driver
           | augmentation to help the drivers drive as efficiently,
           | safely, and consistently as possible.
        
           | jhy wrote:
           | And that one driver now carries all the responsibility. To
           | automate them out, you need 100% accuracy which closes in on
           | impossible to achieve. Any lack of perfection would be down
           | to the automator. So it's a very scary piece to take on when
           | there's no human in the loop left to hold the bag when
           | something goes wrong.
        
             | bluGill wrote:
             | Computers are more accurate than humans in a number of the
             | things that matter for trains.
             | 
             | As the other poster said, the main need for humans is to
             | fix mechanical problems. If the door jams, unjam it (why
             | can't passengers use a different door or figure out how to
             | unjam it>) If someone is having a heart attack do CPR until
             | medical crew arrives, then stop the train until the medical
             | crew is off (central dispatch can teach anyone CPR over the
             | phone and stop the train). If someone is attacked - stop
             | the the attack (unless you are a trained police office you
             | will probably make the situation worse trying to stop an
             | attack)
             | 
             | In short there actually isn't that much that a human can do
             | that a computer cannot do better.
        
             | MaxBarraclough wrote:
             | > To automate them out, you need 100% accuracy which closes
             | in on impossible to achieve.
             | 
             | I don't follow. As Animats indicated, there are already
             | plenty of autonomous trains that work fine.
        
               | Gare wrote:
               | Those are usually "closed" systems, that don't have to
               | deal with unpredictable events that often.
        
               | edrxty wrote:
               | And in non closed systems the set of problems that
               | prevent fully autonomous cars is the same set of problems
               | that prevens fully autonomous trains, ie, recognizing
               | shit getting into the lane of travel but not panic
               | braking for random trash.
        
               | bluGill wrote:
               | If there is something on the track the only option is
               | hitting it. You cannot switch track (even if there is a
               | switch on the tracks, it can't safely operate in time)
               | You can hit the brakes, but your braking distance is so
               | long that you won't be able to slow down much before you
               | hit it.
        
         | touch_abs wrote:
         | They exist, many new lines or expansions are highly automated.
         | Retrofits are hard for two sets of reasons:
         | 
         | Political: union strikes (meaning if you want to automate a
         | line you may have to accept it being closed for the duration)
         | and public outcry over a reduction in jobs.
         | 
         | Cost: You often only get the benefit of the simpler domain if
         | you can implement the whole system from scratch, if you have to
         | deal with the existing signalling, engines, (and human-driven
         | trains) that's a complex problem, with massive capital outlay.
        
           | pooper wrote:
           | > Political: union strikes (meaning if you want to automate a
           | line you may have to accept it being closed for the duration)
           | and public outcry over a reduction in jobs.
           | 
           | For local public transit subway (ny mta, path ny nj), I think
           | the cost is worth it if it means fewer delays.
        
             | bluGill wrote:
             | Talk to your local politicians and demand it. This means
             | changes in state laws as well to be less union friendly in
             | cases where automation is replacing their jobs (I'm not
             | saying that all union friendly laws need to go, but some
             | specific ones)
        
         | affgrff2 wrote:
         | Even if it is technically solvable, don't underestimate the
         | work to be done to comply with regulations. Some might even not
         | be available yet, especially when talking about automatization
         | with AI.
        
         | divingdragon wrote:
         | Railway is a different problem space than road vehicles. Trains
         | run on fixed tracks, has long braking distance, are much
         | heavier, and accidents can be much more devastating. While
         | self-driving cars may use cameras, lidar and radar for
         | detection and brake on sight, trains need to know exactly how
         | far they are allowed to go and what speed restrictions are
         | ahead in order to brake in time.
         | 
         | Traditional lineside signals and signs do give enough
         | information to drive a train by a computer, but the rail
         | industry has already chosen decades ago to integrate signalling
         | and automation with the infrastructure, which is a completely
         | different approach than today's self-driving cars. As a result,
         | heavy rail and metro trains will not be "self-driving" in the
         | same way as self-driving cars.
         | 
         | Now, if you say trams that run on streets, then possibly. Trams
         | are often driven by sight and has stronger braking so it is
         | possible to apply the same principles from self-driving cars.
         | In fact, Siemens has been developing and testing one such tram.
         | [1] Though I think the problem space is very similar to self-
         | driving cars. There is no steering, but it still has to handle
         | pedestrians and other road traffic.
         | 
         | [1]:
         | https://www.mobility.siemens.com/global/en/portfolio/rail/ro...
        
         | th3sly wrote:
         | We have them, but on a smaller scale, on airports like Munchen
         | or Singapore
        
       | Theodores wrote:
       | As I read the article I keep thinking of trains and how two steel
       | rails solve the autonomous driving problem in a way that AI
       | cannot beat.
        
       | m463 wrote:
       | I'm just surprised that most trucks don't have backup cameras.
        
         | smilekzs wrote:
         | Where would you install them?
         | 
         | - Back of the day cab? You may as well look out of the window.
         | Even then the following point applies (somewhat).
         | 
         | - Back of the sleeper? What are you looking at, front of the
         | dry van / reefer I guess? Hardly useful that way...
         | 
         | - Back of the trailer? The trailer might not even be yours. I
         | guess you could make a kit that clips onto the door handle or
         | bumper? But then you'd be looking at... the dock gate, most of
         | the time. Again, not very useful.
         | 
         | This can go on and on, but I think what you really want is a
         | drone directly overhead.
        
           | [deleted]
        
           | bluGill wrote:
           | > Back of the trailer? The trailer might not even be yours.
           | 
           | This is easy. Just put an Ethernet connector between the
           | truck and the cab and put a "security camera" on the trailer.
           | The only part of this that we don't have already is the
           | Ethernet connector which is currently going through ISO to
           | get a standard connector: it needs to not vibrate loose, but
           | still break away if the trailer comes unhooked (in particular
           | when the driver forgets to disconnect it while disconnecting
           | the trailer)
           | 
           | I put security camera in quotes because you need something a
           | little more robust that the camera you buy at best buy. This
           | is the case, and maybe the lens, mostly it is the same thing.
           | in any case you can buy these off the shelf today, but the
           | truck/trailer connector won't be compatible with one from a
           | different manufacture.
        
           | kwhitefoot wrote:
           | All that is needed is a regulation that says that all new
           | vehicles must have it. There is no technological problem in
           | doing it that cannot be solved with today's technology.
        
       | mgoetzke wrote:
       | Great and detailed article. I agree with the comment from
       | balaselvam though. On the way towards full autonomy (whenever
       | that might be achieved) you will get there incrementally (like
       | Tesla is trying to do, their constant delays/promises
       | notwithstanding). At some point highway driving will be ok, but
       | even for highway driving it is absolutely imperative to have a
       | very good understanding of how to drive, the level of autonomy
       | needs to be quite advanced. Otherwise you can quickly end up in a
       | situation where unforeseen traffic guidance, debris, loss of
       | communication will result in a situation where the truck does not
       | react well enough.
       | 
       | I doubt it is really possible to design a system for 'just'
       | highway driving of such high quality that no intervention is
       | required within the reaction time of a remote operator without
       | actually trying to fully solve it. This could be limited to
       | highways of course, but a loss of connection in city regions
       | would then automatically mean the truck would have to stop where
       | it is (in the middle of the road with hazards on)
       | 
       | I do like the remote operator scenario for start and end quite a
       | lot though as it would ease the incremental inclusion of autonomy
       | into the truck economy and offer higher safety with machines this
       | big.
        
         | [deleted]
        
       | Animats wrote:
       | And then they went bust.[1] Because their slow-growth business
       | model and the VC model didn't fit.
       | 
       | [1] https://medium.com/starsky-robotics-blog/the-end-of-
       | starsky-...
        
         | troelsSteegin wrote:
         | I don't understand why vC's would think this way:
         | 
         | "While this is a lower margin business than software's
         | traditional 90%, we expected to be able to get to a 50% margin
         | in time.
         | 
         | It took me way too long to realize that VCs would rather a $1b
         | business with a 90% margin than a $5b business with a 50%
         | margin, even if capital requirements and growth were the same.
         | 
         | And growth would be the same. The biggest limiter of autonomous
         | deployments isn't sales, it's safety."
         | 
         | In either case, returns are gated on fleet deployments, and the
         | teleoperator approach seems more likely to deploy sooner at
         | scale. Is it that VC's in this case were not investing in
         | logistics, but in AI?
        
           | ggm wrote:
           | You're treating VC's as rational economic entities with only
           | money at play. VCs have personal interest, and sometimes have
           | other stake in the situation. If your background is coal
           | mining, and you are a VC who also holds significant stake in
           | coal mines, you are very likely to fund CCS ventures with
           | high risk for reasons which do not equate directly to the ROI
           | inherent in that specific CCS venture and its future share
           | worth.
           | 
           | See Twiggy Forrest and Mike Cannon Brookes. They're investing
           | in solar to power a long-line HVDC feed from NT Australia to
           | Singapore, and Forrest is funding H2 plants in Gladstone, Qld
           | Australia to supply a future Hydrogen market which doesn't
           | yet exist. Why? because they WANT TO.
           | 
           | "oh, if you want to, then you aren't a VC" .. sorry, its not
           | always just about the money.
        
           | O__________O wrote:
           | Believe concept you're missing is Opportunity Cost:
           | 
           | https://en.m.wikipedia.org/wiki/Opportunity_cost
           | 
           | You cannot say all things are equal, then x5 the total
           | revenue of a company with significantly lower margins and say
           | you're comparing apples to apples.
           | 
           | Like to like comparison would be six companies each making
           | one billion of which half have a 90% margin, other half
           | having a 50% margin. If you only have the capital to invest
           | in three, which would you pick, assuming all other factors
           | were identical?
        
             | kuhewa wrote:
             | Capital requirements are the same in the hypothetical
        
               | O__________O wrote:
               | Capital requirements in this context are the funds
               | required to reach profit. If both companies are the same
               | except for profit margins, the 90% margin company would
               | reach profits sooner that the 50% margin company. In my
               | opinion, odds they would have the same capital
               | requirements to me sounds like magical thinking.
               | 
               | That said, even if the 50% margin reaches 5 billion in
               | revenue, in theory cash flow might be more that the one
               | billion in revenue company over a long period, but VC
               | invest to flip investments, not for cash flow.
        
           | [deleted]
        
           | redwood wrote:
           | That math doesn't add up. If growth were truly the same many
           | would prefer the more than 2x gross profit dollars. However
           | in many cases the growth profile is different between such
           | different models
        
         | EdwardDiego wrote:
         | That's really sad, because it's a good idea, trucking has a
         | massive labor crisis for all the reasons they detailed (only
         | paid for hauling, not waiting, combined with the race to the
         | bottom in transport pricing where independent truckers and
         | trucking firms both are cutting their own throats to win
         | contracts).
        
           | disgruntledphd2 wrote:
           | Yeah, the broking model is responsible for the trucking
           | shortage. You start paying for trucker time at
           | origin/destination, and the supply chain would become a whole
           | lot more efficient, and trucking wouldn't be (as) terrible a
           | job.
        
         | IshKebab wrote:
         | Hmm I wish people would stop saying AI is "just pattern
         | matching". I think it's pretty clear that a) state of the art
         | LLMs have gone well beyond basic pattern matching and b)
         | there's no fundamental reason (that anyone knows of) to believe
         | that humans aren't "just pattern matching".
         | 
         | I mean I don't think we'll have fully autonomous vehicles using
         | AI for a very long time because it basically requires strong
         | AI... But it also doesn't seem like research is especially
         | stalled.
        
       | bschne wrote:
       | Aside: I love this kind of break-down of the low-level economics
       | of a certain industry/business. Does anyone have any good
       | references for others?
        
       | ThePadawan wrote:
       | > The truck then drives itself on the highway to another hub near
       | its destination where another human driver completes the trip.
       | This works in multiple ways - it allows human drivers to deal
       | with the hard part of automation while also avoiding the terrible
       | away from home lifestyle, and it allows you to have dedicated
       | autonomous trucks for on-highway separate from your human-driven
       | fleet (you can swap the trailers instead of using the same cab).
       | You'll see these hubs start cropping up in a couple years.
       | 
       | That makes sense, but just sounds like a worse version of freight
       | trains to me.
       | 
       | (Edit: This didn't reply to the correct comment)
        
         | LightRailTycoon wrote:
         | The "advantage" is that we all get to pay for the rails instead
         | of just the railways.
        
         | throwaway0a5e wrote:
         | Just not needing to deal with "the railroad" would be a huge
         | plus all else being equal. They're like the DMV of shipping.
        
       | magic_hamster wrote:
       | Well written and very detailed. However, it's only focused on the
       | effects of autonomy on currently operating manned fleets. The
       | real question is what a new business will look like surrounding
       | autonomous trucks. Autonomous vehicles aren't built to convert
       | businesses - they're built for safety, convenience, and for
       | businesses we haven't seen yet.
        
       | bigbacaloa wrote:
       | Sounds like trucking companies should build a network of well
       | located cheap rooming houses for overnight stays for truckers and
       | scrap overnight cabs. They could even put them next to fuel stops
       | and open the eateries to the public. They could be called truck
       | stops.
        
       | eschluntz wrote:
       | I'm curious - after Starsky shut down, who else is actively
       | working on autonomous (or at least remote) trucking?
        
         | freemint wrote:
         | Daimler Truck https://northamerica.daimlertruck.com/autonomous/
        
         | mainframed wrote:
         | Volvo Trucks
        
         | defrost wrote:
         | Rio Tinto - operating remote trucks since 2015
         | 
         | > Mining giant Rio Tinto is running pits at its Yandicoogina
         | and Nammuldi mine sites, with workers controlling the
         | driverless trucks largely from an operations centre in Perth,
         | 1,200 kilometres away.
         | 
         | > Josh Bennett manages the mining operations at Yandicoogina
         | mine north west of Newman and is closely involved with running
         | 22 driverless trucks on the site.
         | 
         | That was then and much has happened since.
         | 
         | > In 2018, each truck was estimated to have operated on average
         | 700 hours more than conventional haul trucks, with 15% lower
         | costs - delivering clear productivity benefits. They also take
         | truck operators out of harm's way, reducing the risks
         | associated with working around heavy machinery.
         | 
         | [1] https://www.abc.net.au/news/2015-10-18/rio-tinto-opens-
         | world...
         | 
         | [2] https://www.riotinto.com/en/about/innovation/automation
        
         | wilg wrote:
         | In theory, Tesla.
        
         | grandmczeb wrote:
         | Lots - Waymo, TuSimple, and Aurora are the top three IMO.
        
           | bobsomers wrote:
           | Meanwhile, at TuSimple:
           | https://www.youtube.com/watch?v=ymD8_DGwP50
        
       | xiphias2 wrote:
       | Autonomous driving is like alphago/alpha zero: without the
       | algorithms it's really hard to solve, but when the algorithms are
       | ready and mature, it will be easy to do and open source.
       | 
       | So far the biggest winners are companies outsourcing the time of
       | being ready to retailers: Tesla and Comma.AI
        
       | BartjeD wrote:
       | I believe the conclusion that ROI is poor is misleading:
       | 
       | Imagine a new truck company created by one or more tech giants.
       | A) Using state of the art tech. B) Assuming mostly full autonomy.
       | C) Factor in the cost savings.
       | 
       | Conclusion is this company would very largely outperform
       | traditional trucking companies in terms of profitability. And it
       | would be extremely scalable.
       | 
       | If that holds then it follows that autonomy is simply the last
       | component necessary to be able to disrupt the trucking industry
       | as is.
       | 
       | The real question is to what degree autonomy is needed to be able
       | to start doing this.
        
         | Ekaros wrote:
         | Single player monopoly scenario does look good.
         | 
         | But I always consider at least 3 or maybe even more players.
         | Each invest huge amount of money. Now there is oversupply. They
         | must get at least some of this back. Thus they start to compete
         | with prices. Eventually they end up with pretty slim profit
         | margins.
        
           | BartjeD wrote:
           | And in the process they push out all older trucking
           | companies. Essentially monopolizing the market until the next
           | disruption happens.
        
         | metadat wrote:
         | Uber Freight has already been working on this _for years_.
         | 
         | https://www.uber.com/us/en/freight/
         | 
         | (p.s. not an endorsement, I'm personally not a fan of Uber due
         | to their tendency to play the role of Bad-Actor against both
         | their gig-economy workers and customers, even seeking out and
         | leveraging political corruption. Really low standards for
         | ethical code of conduct.)
        
         | lazide wrote:
         | So if we assume the math checks out, the math checks out? Huh?
         | 
         | Autonomous trucks only have a chance if cash is dirt cheap,
         | maintenance on the equipment is low, but labor is very
         | expensive.
         | 
         | Which... isn't what is happening now or likely for awhile.
        
           | zmgsabst wrote:
           | But the math does check out:
           | 
           | - truck new: $150,000
           | 
           | - cost of electronics: $50,000
           | 
           | - maintenance: $10,000/yr (over non-automated)
           | 
           | - efficiency factor: 2x
           | 
           | - wages saved: $75,000/yr
           | 
           | So putting it together:
           | 
           | $200,000 setup but $65,000/yr saved, before counting
           | efficiency. Adding in that drivers can only drive 11/24 hours
           | (legally), you get $130,000/yr saved and drop your initial
           | capital outlay in half.
           | 
           | Automated trucks pay for themselves in just a few years -- if
           | not immediately, due to cutting your fleet in half.
        
             | jfim wrote:
             | That's assuming that there's zero R&D.
             | 
             | In practice, the fixed costs of R&D in the AV space are
             | pretty large. If for example it takes 500 engineers that
             | cost 250k per year to make the trucks self driving, then
             | you're spending 125M per year just in engineer salaries.
             | That's of course excluding any of the costs spent on things
             | like data storage (cameras and lidars generate a ton of
             | data), compute (ML eats a ton of processing), data
             | labeling, mapping, vehicle testing, fleet management,
             | regulatory compliance, etc.
        
               | zmgsabst wrote:
               | Sure -- it's looking at the unit cost.
               | 
               | There are 2M semi-trucks in the US, so if half are
               | automated (1M), you can spend $1B per year for $1k per
               | truck per year. Which doesn't substantially change my
               | calculations. That's my point: the unit costs are so
               | ridiculously good that pulling $10k/yr in tech overhead,
               | or $10B/yr total, you'd still come out ahead in 5 years.
               | 
               | Phrased another way: we can spend $100B across a decade
               | to develop automated trucking, and the consequence would
               | be our automated trucks break even in three to five years
               | instead of two to three years, after amortizing the R+D.
               | 
               | I didn't assess the operations because I couldn't find a
               | good metric on how much that costs now - and hand waved
               | fleet maintenance, testing, regulation, etc as
               | approximately the cost of the current burdens for those
               | things.
        
               | jfim wrote:
               | Oh, I agree with you, the numbers are mind boggling. Just
               | in the US, there are 3 trillion miles driven per year, so
               | even capturing a small part of that (be it through
               | automating long haul trucking, goods delivery, or
               | robotaxi applications) and getting any kind of per
               | mile/per hour revenue makes some pretty large numbers.
               | 
               | It's just that the AV players absolutely need to operate
               | at scale, as their fixed costs are really high compared
               | to a traditional trucking company.
        
               | zmgsabst wrote:
               | I'm not sure that R+D needs to be at the operator versus
               | manufacturer level. For instance, manufacturers not
               | operators bear the R+D cost of better diesel engines.
               | 
               | You can retain (relatively) small fleets if the
               | manufacturer is amortizing the cost of technology across
               | vehicles sold.
        
               | jfim wrote:
               | It really depends on whether the AV companies decide to
               | focus purely on manufacturing and developing AVs as a
               | product (profit at the point of sale), offer them as a
               | service (similar to "power by the hour" in aerospace), or
               | decide to become robotaxi/truck fleet operators to
               | capture more profit.
        
             | leereeves wrote:
             | Remote drivers could also drive 24/7, in shifts.
        
             | smcl wrote:
             | You're assuming that L4 is possible and that this
             | incredible technology would be available for merely $200k
             | per truck. I can't fault your optimism, but I think this
             | might be a little out of step with reality.
        
               | zmgsabst wrote:
               | What would make that impractical?
               | 
               | We're talking a rack of GPUs for $50k. Nothing about the
               | problem suggests that automated driving can't be done
               | with a rack of GPUs per vehicle.
               | 
               | We have tractors self-driving and doing real-time
               | analysis on a field of view to decide how to treat plants
               | with a _lot_ less compute than that.
        
               | smcl wrote:
               | This isn't just about the cost of a rack of GPUs. I think
               | you're severely underestimating the difficulty of self-
               | driving, it's still not certain that we'll safely and
               | reliably make autonomous, self-driving cars and trucks.
               | And the cost in R&D to make such a breakthrough, assuming
               | it is possible, is a complete unknown.
               | 
               | Slapping an extra $50k on the sticker price of an average
               | truck (which is what I think we both googled to discover
               | it's $150k) and doing some rudimentary maths doesn't
               | result in an answer to the question of whether self-
               | driving trucks are possible, affordable or practical. It
               | just tells you whether some finger-in-the-air numbers you
               | selected sum to >0.
        
               | Thlom wrote:
               | Seems like everyone have completely forgotten everything
               | else a trucker does except driving the damn truck on the
               | highway. They assist with loading and unloading the
               | goods, make sure the goods are adequately stacked and
               | strapped and obeying laws and regulations (at least in my
               | country truckers must have a bunch of certificates to be
               | allowed to transport dangerous goods), handle paper work
               | (this is probably the easiest problem to solve) and
               | probably a lot of other stuff I know nothing about. In
               | addition to automating the driving, you must offload
               | these activities to warehouse workers and others who
               | ship/receive goods.
               | 
               | The autonomous truck also have to be able to handle all
               | kinds of tight and busy city streets, badly thought out
               | warehouse terminals and a million other things that is an
               | annoyance for a trucker but a huge problem to automate.
        
               | zmgsabst wrote:
               | I had a mental model of trucks going from waiting lot to
               | waiting lot on the freeway, and going the last couple
               | miles either by switching cabs or having local drivers
               | take over.
               | 
               | I think you reduce a lot of the challenge with freeway-
               | only driving between large staging lots adjacent to
               | industrial areas and allowing humans to do the "hard"
               | part of the first + final mile.
        
               | zmgsabst wrote:
               | You can see the parallel thread about R+D and if that
               | makes it unaffordable:
               | 
               | Amortized, the answer seems to be that trucks would
               | remain affordable -- even at the $100B to $1T cost to
               | develop.
               | 
               | > It just tells you whether some finger-in-the-air
               | numbers you selected sum to >0.
               | 
               | Estimating the unit economics and R+D amortized cost (as
               | I did) is more reliable than going based purely on your
               | feelings -- as you have done.
               | 
               | I'd appreciate if you would make specific criticisms
               | about my model, rather than tell me how you feel about
               | the topic.
        
               | smcl wrote:
               | Thing is I don't think there's a fact-based argument in
               | favour or against either position right now.
               | 
               | You _feel_ that self-driving trucks will be solved with a
               | $100b-$1tn investment
               | 
               | I _feel_ like that simply won't happen.
               | 
               | That's really what this boils down to. It's ok to fall
               | back on gut-feel on these issues, don't let guys like Ben
               | Shapiro tell you otherwise :-)
        
               | zmgsabst wrote:
               | Well, no.
               | 
               | The difference is that we can look at other R+D of
               | technologies (which cost less than that), the rate of
               | autonomous piloting in drones and cars, and have
               | reasonable idea that $100B-$1T over a decade will allow
               | us to reach the level of freeway driving for trucks.
               | 
               | https://en.wikipedia.org/wiki/DARPA_Grand_Challenge
               | 
               | https://www.tesla.com/support/autopilot
               | 
               | https://www.sciencefocus.com/news/self-driving-car-trial-
               | lau...
               | 
               | There are already most of the key components -- and we're
               | ball-parking (on the high side) what that will cost to
               | productize.
               | 
               | You haven't presented any basis for why you think that
               | won't happen, other than you just don't like it.
               | 
               | I understand you want estimates based on existing
               | technologies and unit prices to be the same as your gut
               | feeling -- but they're not.
        
               | stevehawk wrote:
               | those tractors don't have to avoid other vehicles or
               | pedestrians, they don't have to obey traffic laws, they
               | don't have to be on the lookout for road maintenance,
               | closures, detours, etc.
               | 
               | that's not even close to a fair comparison.
        
               | frosted-flakes wrote:
               | And they have a driver in the cab to take over whenever
               | something goes wrong.
        
       | mdorazio wrote:
       | I work with two companies developing true autonomous trucks and
       | the conclusions in this article are dated and not accurate in
       | light of the bigger picture.
       | 
       | 1) The model most are working toward is "hub to hub" not point to
       | point. As in, A human driver drives the truck from the warehouse
       | or port to a hub on the highway outside the city surface streets.
       | Then they get out of the truck and pick up another one that needs
       | to go back into the city. The truck then drives itself on the
       | highway to another hub near its destination where another human
       | driver completes the trip. This works in multiple ways - it
       | allows human drivers to deal with the hard part of automation
       | while also avoiding the terrible away from home lifestyle, and it
       | allows you to have dedicated autonomous trucks for on-highway
       | separate from your human-driven fleet (you can swap the trailers
       | instead of using the same cab). You'll see these hubs start
       | cropping up in a couple years.
       | 
       | 2) On-highway autonomy is not that far away anymore. It's
       | definitely not a "next year" thing, but mid-late decade is a near
       | certainty based on the current state of the tech. That's a long
       | time for people used to software, but not a long time compared to
       | the lifecycle of a truck.
       | 
       | 3) There seems to be an implicit assumption in this write-up that
       | autonomous systems will remain horribly expensive, which isn't
       | true. They're expensive today because each generation of
       | development is effectively custom built in small quantities. Just
       | like Starsky said their camera system would drop in price with
       | scale, a "ready for production" generation of autonomous driving
       | kit in a few years will likely be close to 1/3 the current kit
       | cost, which has very large impacts on the total ROI calculation.
       | 
       | I don't want to make it sound like there aren't big challenges
       | left to solve - there are - but there's also a reason so much
       | investment money has flowed into this space. The ROI does make
       | sense, just not on the original hype-cycle timeline that a lot of
       | people reported.
        
         | pungentcomment wrote:
         | Trucker with a CS degree here. I'm very skeptical of the
         | feasibility of autonomous highway trucks that can drive outside
         | very tightly defined parameters or ideal situations. That being
         | said, it just occurred to me, how will these trucks react to or
         | let alone detect tire blowouts or break failures/fires on the
         | trailers?
         | 
         | Edit: I know from experience that getting a project to what we
         | think is 95% there is relatively easy compared to the last 5%
         | that make the product/project 100% viable. The real life
         | testing will kill you if the edge cases don't. (I don't mean
         | that literally, although...)
        
           | digdugdirk wrote:
           | Side question - mind sharing a bit about your story? Some
           | questions popped immediately to mind when I read your
           | comment:
           | 
           | Which came first? Trucking or the CS degree?
           | 
           | Why trucking if you have the degree required to get a job
           | sitting behind a computer vs sitting behind the wheel?
           | 
           | What're your general thoughts about the two industries/jobs?
        
             | pungentcomment wrote:
             | CS came first. At the end I had a small internet business
             | at home that chained me to the computers. An alarm about a
             | defective RAID just as I was starting a short vacation
             | triggered the career change. I couldn't see myself go back
             | into a cubicle and I always liked to drive so I decided on
             | the spot to become a trucker. So I sold the business, took
             | a course, pass the license and here I am 15 years later,
             | 100 pounds lighter because I'm no longer behind a desk
             | getting fat. I'm doing local and regional deliveries with a
             | 53ft and have a 20km bike commute. I probably make 1/3 of
             | what a computer job would pay but to me money is not
             | everything. To tell the whole truth, I was simply burned
             | out. I just came back to programming on personal projects
             | just a couple of years ago and I love it.
             | 
             | As for comparing industries, I don't know, how can you
             | compare when one has really small margins, has no
             | technology besides tracking and logistics, is really change
             | averse and has basically an un-educated cheap labor force
             | and the other has hopefully good margins, a well paid
             | skilled labor force and creates technology.
             | 
             | One thing for sure, a good or a bad boss is the same in
             | both industries lol.
        
           | disgruntledphd2 wrote:
           | Yeah, and what about theft? If the truck is programmed to
           | stop if there's a person in front (one would hope so), then
           | how can you stop thieves lifting the whole thing?
        
             | bglazer wrote:
             | How is that prevented now? Also, a relatively common form
             | of theft now is the human driver absconding with the
             | trailer. Also, a self driving truck would presumably be
             | generating high resolution 3d scans of any potential
             | hijacker.
        
               | disconcision wrote:
               | >high resolution 3d scans of any potential hijacker.
               | 
               | Hijackers will be 3d printed and their facsimiles
               | imprisoned
        
               | serf wrote:
               | >How is that prevented now?
               | 
               | people are generally a lot less brazen towards other
               | humans compared to how they interact with automations or
               | things that are remotely surveilled rather than with a
               | human attendant.
               | 
               | trains with unarmed guards generally don't get robbed.
        
         | dukeofdoom wrote:
         | Just curious are there any sensors built into the road that
         | would help to speed this along.
        
         | cbdumas wrote:
         | > The model most are working toward is "hub to hub" not point
         | to point. As in, A human driver drives the truck from the
         | warehouse or port to a hub on the highway outside the city
         | surface streets. Then they get out of the truck and pick up
         | another one that needs to go back into the city.
         | 
         | What's the competitive advantage of this setup over a train?
        
           | mdorazio wrote:
           | The thing about trains is that they gain cost efficiency in
           | exchange for a massive time penalty. In most cases, you have
           | to truck your goods from a warehouse to a rail center, unload
           | them from the trailer to a rail car, wait for the entire
           | train to be loaded and prepped, wait for a slot on the rail
           | network, travel at normally ~45mph, and then do the reverse
           | at the destination rail center. A trucking hub can swap a
           | trailer in maybe 10 minutes and there's no need to group
           | shipments together - you can send a single trailer load of
           | stuff from point A to point B with minimal interruptions just
           | like with a normal truck today.
        
           | michaelt wrote:
           | I agree that's a concern from an investor's perspective. But:
           | 
           | 1. You benefit from the massive subsidy America provides for
           | road transport
           | 
           | 2. You can serve places that don't have good rail connections
           | 
           | 3. If you're moving standard trailers, your 'hubs' don't need
           | costly build-out like cranes. Your MVP hub is just a car park
           | - or maybe even just a quiet side street. So you can serve a
           | town that needs 2 trucks/week, instead of only being able to
           | serve towns that need 40 trucks/week.
        
         | algo_trader wrote:
         | I agree with your analysis.
         | 
         | Autonomy also dove-tails very well with the inevitable
         | electrification (reduced maintenance, higher up time, higher
         | capex lower opex, etc)
         | 
         | DO you have any opinions on etrucks-battery-swapping?
        
           | mattferderer wrote:
           | Not my area but seems like if you swab cabs you would be able
           | to keep your fleet either on the road or charging & getting
           | maintenance.
           | 
           | > The charge time offers time for maintenance & switching
           | trailers
           | 
           | > Charge times keep dropping & miles per charge keep
           | increasing
           | 
           | > Batteries currently make up almost half the price of a car.
           | Battery prices are dropping though. Not sure about cab
           | prices. Also these cabs might be very cheap without human
           | comforts in comparison to the battery, so if battery ends up
           | being bulk of cost, you might gain little value there.
           | 
           | Anyways just 2 random cents from someone who finds interest
           | in this but doesn't actually know anything.
        
         | InfiniteRand wrote:
         | I think this point is key "Those margins would jump to 58% if
         | that remote driver only needed to pay attention for the first
         | and last miles." - if you're going for #1 you still have a
         | human in the loop for the first and last mile. If I understand
         | the original post correctly (and I may not be), going from
         | human in the loop at beginning and end-of-trip to no human in
         | the loop at all is where the ROI vanishes
        
       | TheDudeMan wrote:
       | Remotely-driven trucks sounds terrifying.
        
       | aliyeysides wrote:
       | I used to own an OTR trucking company. The biggest issue for us
       | other than finding drivers like the article mentions were the
       | FMSCA regulations around the duration a driver is permitted to
       | drive on a given day. We would be forced to stop a few miles
       | short of a dropoff location because the driver ran out of driving
       | time and was forced to enter the sleeping berth to rest.
       | Companies like Amazon solve for this by driving in teams of two
       | per truck so you can swap drivers, but finding even a single
       | driver for us was a challenge. I'm curious what the current state
       | of regulations say for autonomous trucks. If they are not capped
       | on drive time then that alone would be a huge win for companies.
        
       | bsder wrote:
       | The one thing I don't understand is: "Why don't we make all
       | trucking semi-local?"
       | 
       | It would seem with modern automation that you could place relay
       | stations at roughly 250 mile spacings so a driver can pick up a
       | trailer near home, drive 4 hours out, drop off trailer, pick up
       | new one, drive 4 hours back home, drop off trailer, and go home.
       | 
       | This seems like a _much_ easier nut to crack than autonomous
       | driving. Real estate in a lot of flyover country in America is
       | really cheap. And it has other advantages like gasoline and
       | service are at specified points. Basically, treat trailers like
       | IP packets.
       | 
       | What am I missing? (I suspect some sort of CapEx/OpEx accounting
       | tomfoolery that means everybody wants _everybody else_ to take
       | the risk of actually owning things.)
        
         | danohuiginn wrote:
         | There seem to be a few companies with this model, e.g.
         | https://en.trucksters.io/
        
         | bluGill wrote:
         | Trucking isn't always symmetrical. If your current drivers are
         | mostly doing City A to city B to city C, then you need a lot
         | more drivers and half of the time they run empty going back and
         | forth.
        
         | birdman3131 wrote:
         | We have had this ability for years and refuse to properly
         | expand it. Stick everything over say 50-100 miles on train.
        
           | ElevenLathe wrote:
           | Part of the justification for the insane expense of the
           | interstate highway system (besides the dubious defense
           | benefits) was that it would act as a check on usurious rates
           | by the railroads. Yes, we could just regulate or nationalize
           | the railroads (that the public largely created via huge land
           | giveaways and other benefits) but it's more American to
           | counter the flaws of one big business welfare program with
           | another: subsidizing auto infrastructure as a giveaway to
           | Detroit and the oil companies.
        
         | ludston wrote:
         | You're missing the points of failure and the complexity of
         | dealing with them. If the truck supposed to be servicing one
         | leg of the journey has a breakdown, or the driver goes on sick
         | leave, suddenly every container that was to pass via that leg
         | is now stuck. Instead of having 1 spare long haul truck that
         | can do the full journey, you have to have a spare truck per leg
         | (Or you have to send your redundant truck on a long-haul drive
         | to replace the broken truck, and then have them work overtime
         | to catch up with the backlog of containers)
         | 
         | You also lose throughput by introducing potential handover
         | delays. You end up with a bloated admin that is continuously
         | having to fix a shifting constraint as certain legs become
         | bottlenecks, etc.
        
       | mainframed wrote:
       | Great article, but I think the conclusion is a bit off. We also
       | need more research into autonomous driving, to be able to drive
       | trucks safely on highways. And automating that part you see as
       | highly profitable. So, if anything, the article shows how
       | important more research into this topic is, especially if we
       | would factor in the two disproved assumptions, you mention in the
       | last section.
       | 
       | Second, I think it is a bit naive to think that truck
       | manufacturers/tech companies will just sell trucks for a similar
       | fix price to traditional trucking companies. I think they will
       | either
       | 
       | - lease them at an expensive rate (getting most of the additional
       | margin, since they also deliver the value)
       | 
       | - offer them as a service, such that trucking companies only
       | manage contracts (also expensive)
       | 
       | - found their own new companies or buy trucking companies to
       | handle the contracts
        
         | atoav wrote:
         | One thing that seems off to me about autonomous trucking is the
         | following:
         | 
         | Imagine a chain of autonomous trucks on a highway -- isn't this
         | basically a less energy efficient, less capacity version of a
         | _train_ that pushes a part of the costs onto public
         | infrastructure?
         | 
         | Granted, trucks can also cover the last and the first mile(s)
         | with much more flexibility, but a well designed system that
         | allows you to quickly move containers from trains to trucks and
         | vice versa could do just that as well.
         | 
         | Also: while this might not be as relevant within the US, on the
         | rest of Earth truckers often also handle the customs at
         | national borders and need to interact with certain laws. E.g.
         | last week Bavaria, Germany banned trucks from taking non-
         | highway routes to Austria. Not sure how an autonomous vehicle
         | would honor this, or how police would be able to stop them. The
         | mechanisms for doing all the things beyond just driving are
         | just not there.
        
           | rocqua wrote:
           | It's a train with much more flexibility and track re-use.
           | 
           | - You dan easily split of part of your convoy at any time.
           | 
           | - You can run convoys much closer together because the
           | breaking distance is much better.
           | 
           | - your infrastructuur is re-usable by the general public.
           | 
           | - A single convoy breakdown doesn't completely block the
           | tracks for other convoys. (Put differently, every location is
           | an overtaking location)
        
           | Robotbeat wrote:
           | I had the same thought.
           | 
           | I think a big reason why trains aren't used more (and why
           | highway trucking is booming) is because the industry is
           | sclerotic. In the US at least, it is one of the most
           | conservative industries there is at all levels: regulators,
           | companies, and workers. And because of the difficulty of
           | switching, it's hard to incrementally innovate on the system.
           | 
           | That said, there ARE companies innovating in this space. This
           | seems like an obvious improvement on the status quo:
           | https://moveparallel.com/
           | 
           | With battery-electric systems (enabled by lithium-ion), there
           | is no massive benefit from centralizing motive power in the
           | locomotives (thermal engines gain a lot of efficiency by
           | scaling up, electric systems can operate efficiently at any
           | scale), so you can just have individual packet-switching-like
           | rail cars. Containerization systems (such as cranes, etc)
           | open up the trade space for switching payloads without
           | requiring complex and land-intensive switching yards for
           | everything.
           | 
           | And there should be more room on the freight rail system as
           | we decarbonize. Coal was 25% of rail volume in 2009 (much
           | higher, if you go by total originated rail tonnage). There
           | will be room on the railroads for more volume.
        
           | bluGill wrote:
           | That isn't actually clear. While trains claim they are the
           | most efficient, they use measures like ton-mile that make
           | them look much better. Trucks are often used for light things
           | which means the ton-mile would go down. Trucks are often used
           | for small loads, trains to all those different destinations
           | with small loads would be less efficient. Sure steel wheels
           | have less rolling resistance than rubber, but it isn't that
           | much less. Long trains are more aerodynamic, but trucks
           | already have a fair amount of length to spread that would
           | over.
           | 
           | As such it isn't clear how much more efficient trains would
           | be in the real world of freight.
           | 
           | Note that the above is about freight. Transporting humans as
           | a number of different factors making the above inapplicable.
        
           | Archelaos wrote:
           | > Imagine a chain of autonomous trucks on a highway -- isn't
           | this basically a less energy efficient, less capacity version
           | of a train ...
           | 
           | In principle, yes. And a train is basically a less energy
           | efficient version of a barge or a ship. The trade-off lies
           | obviously elsewhere (and is complex). Typical problems are
           | loading and unloading goods (which is often quite slow, even
           | when containers are used) and re-assembling trains en route
           | when wagons have different destinations. B2B in bulk is were
           | trains excell, such as deliviering coal from a mine to a
           | power plant.
           | 
           | > ... that pushes a part of the costs onto public
           | infrastructure
           | 
           | Only if trucks are not adequately charged via taxes and
           | tolls. To get foreign trucks involved in financing the road
           | network, many European countries have moved from pure tax-
           | based systems (on petrol and the vehicle itself) to toll
           | systems in recent years.
        
           | freemint wrote:
           | > Imagine a chain of autonomous trucks on a highway -- isn't
           | this basically a less energy efficient, less capacity version
           | of a train that pushes a part of the costs onto public
           | infrastructure?
           | 
           | Imagine a chain of autonomous trucks on a highway powered by
           | overhead wires. https://www.openenlocc.net/editorial/
        
           | hobofan wrote:
           | > Not sure how an autonomous vehicle would honor this
           | 
           | What? It's not like an autonomous vehicle is a 100% black box
           | that you tell "go to point X" and everything after that it
           | figures out itself. Of course it's based on traditional route
           | planning and you can just tell that route planning to not
           | consider banned roads.
        
           | ghaff wrote:
           | Intermodal logistics systems already use trains for quite a
           | bit of the truly long distance travel in the US. (Probably
           | less so in other areas.)
           | 
           | To your other point, yes, people are still needed for various
           | purposes in the transport process. And that's sort of the
           | issue. If at the end of the day, you need people available at
           | various points, trying to automate past maybe some of the
           | long haul highway sections (which probably has safety etc.
           | benefits as well) doesn't really buy you a lot. Elaborate
           | schemes of depots at highway exits and so forth have clearly
           | diminishing returns.
           | 
           | You have similar but different considerations for
           | automobiles. Unless you're truly going to have door to door
           | in at least most conditions autonomy, automating long boring
           | highway driving is really the big win even if it doesn't give
           | urbanites in particular the personal chauffeur they want.
        
             | rocqua wrote:
             | If you can staff those few points close to where people
             | live, that still has a massive potential impact on labour
             | cost and employee retention.
        
           | krisoft wrote:
           | > Not sure how an autonomous vehicle would honor this.
           | 
           | The company operating them tells their engineers to implement
           | the change in the routing algorithm.
           | 
           | > or how police would be able to stop them.
           | 
           | By flashing their lights and pulling the autonomous truck
           | over, just like they do with any normal vehicle.
        
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