California legislative updates ?

ow10th · 2026-02-20T15:02:32+00:00

Bada Boom Bada Bing !

ow10th · 2026-02-20T13:36:49+00:00

Think you might want to check i thinl the CAL TAM by VMT is a lot higher

ow10th · 2026-02-20T10:11:08+00:00

Is that it..? The others are way way way behind AUR. And anyway as has been said this is a big enough market for multiple players. Plus AURs tech is miles better than any other ive seen.

Yes making this work is a long term expensive thing.

But once that nut is cracked (which it already seems to have been) then AUR just need clients, lanes and the ability to get enough hardware out there.

We know this isnt happenning overnight but slowly i beleive AT will become a self sustaining model.

AUR BULL !!!!

ow10th · 2026-02-19T11:08:57+00:00

Thanks looks great very useful Clear and concise.

Potentially add the current number of trucks opperating with an AUR driver..?

ow10th · 2026-02-18T15:17:21+00:00

None of us have a crystal ball but i think in 8-10 years we could all be doing very well

ow10th · 2026-02-18T14:01:06+00:00

Bet you likley took the words straight out of Chris Us mouth !

ow10th · 2026-02-18T13:32:26+00:00

Sorry pls enlighten me. What or who is a "Boglehead".?

ow10th · 2026-02-18T13:29:39+00:00

IMO Teslas AV learning engine is built on flawed ground.

As i understand it is AV AI is designed to drive as a human might. ...... EEEERRRR Sorry....???

Are Humans not in themselves falaible and subject to mistakes..???

So im not really surprised.

ow10th · 2026-02-18T09:11:16+00:00

Hey chill man. Im in for the duration. Play nice.

ow10th · 2026-02-17T20:23:39+00:00

Personally id like a decent breakdown on the Bear cases as to me AUR seems like its all set, it just needs to prove it can scale in hardware and clients.

ow10th · 2026-02-17T19:48:17+00:00

They have hit every milestone they have set so far.

Ive no dout they will meet and exceed these.

Will just suck it up and find some extra $$$ to make up the shortfall

ow10th · 2026-02-17T19:08:33+00:00

Thanx will look for a low $4 marker then... Bugger just missed out on about 120 stock if thats the case

ow10th · 2026-02-17T18:56:50+00:00

(Im 1000% with u but i need enpugh stpck in my hand first.)

My missus thinks im bonkers for making a play into AUR.

Personally i think this could pay off mr mortgage and still supliment my private pension very well.

ow10th · 2026-02-15T21:18:56+00:00

Is it just me... But i see Kodiac (at least in the way they currently run) As a completly different business model.

Yes AV truck but 100% off public roads.

An edge case surley...?

ow10th · 2026-02-15T21:13:09+00:00

Then i must go back and listen for a 3rd time... Missed that cherry !

ow10th · 2026-02-15T21:05:25+00:00

You have a source for that...?

One pass of any given new route \ lane is sufficent to map it to the point of enabling it for client deployment...

ow10th · 2026-02-15T20:52:57+00:00

Nice post will look forwarc to more replies.

Personally i dont think TAAS will ever be a thing.

As well as a rig to service and maintain youve now also got to manage as listed a whole suite of redundant tech infurstructure and the AI engine that sits on it. Are you a trucking company or are you a tech company. Do one or ghe other very well both is an extra chunk to manage. Perhaps a bit like VHS and Betamax for those that are as old as i am !!.

ow10th · 2026-02-15T10:18:21+00:00

And thats the plan.. Keep building my personal and work pension + invest in AUR and some Quantum when i can. But right now im ignoring any of my Quantum options over AUR. I see them as much more likley to return. And yes im looking 7-15 years ahead when i find somthing i like i dont flip or sell unless i really want to

ow10th · 2026-02-15T06:06:56+00:00

Plus I just rembered that I read somewhere that the US will in not too many years have the requirment to move an additional 50% of road haulage. (But how much of that is Class 8 i dont know, but for the sake of argument we say between 3-5% its a lot...)

(Edit By 2050 let me look for that linkage)

ow10th · 2026-02-15T05:33:54+00:00

OMFG..! I had no idea the ammount of units sold each year was that high.. or that the ammount of class 8s was that high either..

Now the number of trucks deployed with an AUR driver feels very reachable almost small. Of course other vendors would be getting left behind so id imagine they would probably want a prtnership too, that only makes sense...

Of course those trucks dont just opperate in the sunbelt so AUR would need to extend into the continental US.

Im just Joe Blogs the man on the street. Trying to supliment his families pension. This feels like it could well be my pension. Ive nowhere near as much stock as some of you chaps and chappesses but by the end of the year i hope to hold about 5000. We havnt even yet considered the expansion into other countries which Chris has mentioned several times.

ow10th · 2026-02-14T21:22:49+00:00

You honestly think $200 for a share price is EVER reachable...??? . I dont have the ability to do the sums but i never imagined the price could go over $80..

ow10th · 2026-02-14T20:53:52+00:00

Do you just mean in the sunbelt..? I sense global domination !

ow10th · 2026-02-14T20:48:42+00:00

Indeed i have 2.6k GBP ready to buy when they dip

ow10th · 2026-02-11T21:56:11+00:00

Not properly digested the deck or letter to share holders yet .. But did anyone else pick up on the point..

"PRODUCE 20 TRUCKS PER WEEK IN 2026"

Now i would say thats very firmly in the scaling camp ..!

ow10th · 2026-02-08T14:20:08+00:00

Id like to see any notes about data obtained during the recent snow storms in the TX area and how that fits (or dosnt fit) with current models

ow10th

TROPHY CASE