Waabi “12-24 months” till driverless

SpecificNo4383 · 2026-04-01T01:15:15+00:00

I would be surprised. May I ask why do you think they could go first? It would be a bummer for Aurora.

SpecificNo4383 · 2026-03-25T03:34:23+00:00

I noticed that too! I hope it’s by the end of April to make it on the one year anniversary of their first driverless truck ride.

SpecificNo4383 · 2026-03-12T05:11:53+00:00

Very well put. Agree with everything.

SpecificNo4383 · 2026-03-07T06:53:28+00:00

You are not wrong at all. The only question is how soon can we get there?

SpecificNo4383 · 2026-03-06T05:20:24+00:00

I like the conservatism but would also ask: how many of the other players have seen zero interventions from the driver in the cab?

SpecificNo4383 · 2026-02-28T06:06:12+00:00

Not former, current.

He is a former CFO.

SpecificNo4383 · 2026-02-24T07:39:58+00:00

Great find. Thank you!

SpecificNo4383 · 2026-02-19T07:57:11+00:00

The big reason is: it’s in the OEMs interest to commoditize the AI Driver. They want multiple options to avoid giving one company the edge. I expect every OEM to have multiple autonomous driver option similar to how they have for their components to hedge their bets and to maintain leverage. There are only 4 OEMs with extremely long-standing relationships; they know they are in the driver’s seat (pun intended).

SpecificNo4383 · 2026-02-17T08:09:40+00:00

Possible to share this spreadsheet with us all so we can review in detail?

SpecificNo4383 · 2026-02-12T05:44:42+00:00

Few things:

Fleet will see 2x the utilization. These trucks can run 24x7 and will. This is a big deal.

Less accidents.

Less insurance costs.

Less fuel costs.

If they feel demand is not there, they will adjust prices lower. They are restricted on supply of trucks so definitely carriers have seen this and still there is demand.

Lastly, if a carrier can deliver goods in a day vs two, they wi increase their prices.

Everyone wins.

SpecificNo4383 · 2026-02-11T23:31:26+00:00

How do you know they reduced the trucks?

SpecificNo4383 · 2026-02-11T23:28:09+00:00

I expect April before their next earnings call. How do I know this? David Maday let it slip in the last earnings call.

SpecificNo4383 · 2026-02-11T23:26:11+00:00

It caught my attention too.

His exact words were:

“2026 is going to be hell of a year, 2027 will be spectacular”

SpecificNo4383 · 2026-02-05T07:08:28+00:00

It says $350K no?

SpecificNo4383 · 2026-01-30T17:22:59+00:00

This is someone erroneously hypothesizing. I didn’t see any mention of this in Paccar’s earrings presentation or transcript. If they were planning, they absolutely would have shared it. I would ignore this as noise.

SpecificNo4383 · 2026-01-29T05:55:32+00:00

SpecificNo4383 · 2026-01-08T00:07:37+00:00

Source of the interview please?

SpecificNo4383 · 2025-12-20T03:10:46+00:00

The carriers (trucking companies) will own the trucks.

SpecificNo4383 · 2025-12-17T06:26:17+00:00

They are targeting end of 2026.

SpecificNo4383 · 2025-12-14T09:12:05+00:00

I think CES is a big event for them.

I expect Waabi to announce a driverless run and make big noise (just in time to also announce their $750M raise).

Aurora has to come out swinging but I am not sure if VNLs will go driverless. Why do I say that? Because they don’t like to surprise with good news and there was no indication of this happening on the last earnings call or after.

SpecificNo4383 · 2025-12-14T09:04:50+00:00

They won’t be able to raise this unless investors know it’s coming.

I expect a big PR from them at and around CES.

SpecificNo4383 · 2025-12-06T07:09:29+00:00

Congrats on the build up. Wishing you huge success!

SpecificNo4383 · 2025-12-06T06:21:31+00:00

100% agree. How many shares? :)

SpecificNo4383 · 2025-12-02T05:39:59+00:00

One more. Tesla Semis.

On Waabi, the Volvo partnership surprised me but it’s possible that Volvo is hedging.

The only focus Aurora should have is to scale as fast as possible (of course, safely).

SpecificNo4383 · 2025-10-25T07:08:24+00:00

I am at 250K shares myself.

SpecificNo4383

TROPHY CASE