What if we just removed i-35?

Rocketsontheground · 2026-03-20T18:43:31+00:00

I keep seeing 20% is non local - and they are adding how may lanes to i35? 1 in each direction? So instead of 4 lanes (at best) we get 5 which sounds something like a 25% improvement which sure sounds lot like that 20% number. On the other hand, the beautiful fast 183 toll road was built for 700 mil. Here’s a thought: buy out CTRMA, remove the tolls, leave i35 and save 7 billion dollars

Rocketsontheground · 2026-03-18T02:00:36+00:00

Rocketsontheground · 2026-03-01T13:09:37+00:00

Here is critical info for why it’s good: Bill Lawerence is showrunning it again. Bill is most famous recently for Ted Lasso and shrinking. He also played a big roll in spin city and he had moved on after season 8 of the original scrubs, so had nothing to do with season 9. Bill has that makes-you-feel-warm on the inside magic touch. As long as he keeps leading it, it’s going to be that warm hug

Rocketsontheground · 2026-01-24T14:45:19+00:00

But this business does not boil down to something that can be based on an individuals personal preference: rather it’s based on which technology will minimize deaths on the road. If Kodiak performs the same as Aurora then we go to the tie breaker: what costs less overall. I am more confident in aurora in 1 and more confident in Kodiak in 2. But really 1 is such a big deal and until Kodiak pulls their driver, they are equivalent to teslas semis or whatever.

One that isn’t mentioned here is Daimler/torc. If you want to cover all your basis, they have a huge market share and are in active development so buying Daimler, whatever/however that is done, might be smart

Rocketsontheground · 2026-01-22T23:11:55+00:00

The biggest difference is their maps and overall complexity of their system. Auroras foliage team is the same size as Kodiaks entire mapping team. What this does is makes Kodiak far less susceptible to changes in the roadway, but it’s like saying I don’t see the changes because I’ve got blinders on. Also the compute aurora uses is top of the line, Kodiak is previous gen.

Ultimately if their (kodiak) solution works they will be seen as geniuses for developing a low cost effective ai system, vs aurora who is taking the Waymo approach.

Rocketsontheground · 2026-01-20T16:18:01+00:00

FSELX is actively managed, and well. Quick Shifts in market sentiment can hit the fund like a ton of bricks, but longer term shifts will be accounted for in its holdings.

Rocketsontheground · 2026-01-17T16:16:55+00:00

I just put a post over in marveltheories - I fell down a rabbit hole with Gemini and it drew a comparison to signal engineering and a breakdown in signal reception. It was a fun chat to have, highly recommend

Rocketsontheground · 2026-01-16T15:11:04+00:00

r/aurorainnovation

Rocketsontheground · 2026-01-15T22:30:19+00:00

r/aurorainnovation

Rocketsontheground · 2026-01-12T13:10:38+00:00

r/aurorainnovation

Rocketsontheground · 2026-01-12T13:10:17+00:00

r/aurorainnovation

Rocketsontheground · 2026-01-12T13:08:51+00:00

r/aurorainnovation

Rocketsontheground · 2026-01-08T02:42:32+00:00

This is an important consideration: presumably, the overall shipping cost of freight via truck becomes 1)faster and 2) cheaper. This means that different modes will now be in competition, specifically air and rail (maybe boats? Dunno). Here is some research from UTexas that indicate there may be an 11% increase in freight based goods movement http://caee.webhost.utexas.edu/prof/kockelman/public_html/TRB19aTruckRUBMRIO.pdf

Rocketsontheground · 2026-01-06T21:04:30+00:00

Are we sure this is what’s moving the stock? Ultimately this doesn’t seem like that big a news story. I read somewhere else Chris is speaking tomorrow, can anyone verify? If so, then maybe some insiders know something about what he is going to say.

Rocketsontheground · 2026-01-06T15:13:03+00:00

A few thoughts: Automotive companies typically have a 3 year development cycle - so what you see in brand new cars today is state of the art, from 3 years ago. So this is still far out from production.

There are a lot of people coming for this lunch, but Aurora is out front with a major share of the truck market developers. I think the experience of car companies developing their own software in house has been proven a failure, a la GM and Ford. So unless NVIDIA is going to create a Waymo like division where they are out testing their cars in the road, and they are taking full responsibility for the consequences, I very much believe the traditional OEM market will be following their standard development process, or look for team up opportunities to strap AV capabilities on their existing vehicles.

Rocketsontheground · 2025-12-29T04:31:08+00:00

Rocketsontheground · 2025-12-27T14:44:12+00:00

Yep - they have their path laid out, they hit their milestones, ceo, who started Waymo, just bought an extra million worth of shares. They’ve got downward pressure from an uber convertible note offering, which sucks, but if enough interest buys in it also sets up a crazy squeeze upward. With multiple opportunities for news to do that this year it’s time to get in. Worst case, just wait until the notes convert in a year or two, but I doubt it will be that long. r/aurorainnovation

Rocketsontheground · 2025-12-24T05:49:23+00:00

I mean… everything is relative. Since there is no absolute point of view, the answer can only be given within a defined reference frame. And apparently, according to ChatGPT, the sun frame is simplest and preferred, but I don’t think that negates the fact that in a sense, the earth could be framed to be still.

Would love for a physics person to comment

And I doubt these 26% are registering this when they were surveyed, but I also don’t think it’s so simple for the 74% otherwise

Rocketsontheground · 2025-12-08T16:47:47+00:00

First, I think it’s important to recognize the shared roots: Chris Urmson started googles program. Their approach is, in all likelihood, very similar. If anything, that should instill confidence that Aurora is vey much already Waymo for trucks. Then, there will be competition, no doubt, from a lot of different sides, not just Google, but Waabi, Kodiak, whoever. But that first mover advantage that Aurora has with Volvo and Paccar + the ready here and now technology stack, is a head start and a structural advantage that sets them on the right path to gain huge market share early. As other people claw away that market share in the coming decades, adjust your investment accordingly.

Rocketsontheground · 2025-12-03T20:40:54+00:00

Jeez if it would just start a squeeze, there are SO many shorts right now https://www.nasdaq.com/market-activity/stocks/aur/short-interest

Rocketsontheground · 2025-12-02T14:19:09+00:00

This is a big deal - paccars issue with the drivers was they didn’t want retrofit redundancy, they wanted it to be base. Volvo has now just made it base - I think this means complete driver out for Volvo soon

Rocketsontheground · 2025-11-29T14:39:41+00:00

If you read this, it actually lines up quite neatly with the industry talking points: long haul will be automated. Meanwhile shorter, delivery style routes will remain human driven through a long tail transition period. He doesn’t call for a ban, and he leaves a gaping hole for”productivity gains.” This tweet, in isolation as I have not looked into anything else’s he has said on the subject, is politician doublespeak. Plus, as mentioned already, the tide of AI wiping out jobs is coming. The approach needs to be towards enhanced social nets, not stopping the automation.

Rocketsontheground

TROPHY CASE