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Autonomous trucking is the only thing they're currently working on that I can see being a game changer. Everything else is a highly-competitive, marginal cost
by mrobins 8y ago
Autonomous trucking is the only thing they're currently working on that I can see being a game changer. Everything else is a highly-competitive, marginal cost business with no moat.
- draw_down 8y agoYeah. The problem for them is that doesn't exactly seem like what you'd call a "business" at the moment, more like "a thing that could maybe happen soon, or maybe not so soon".