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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 engine
by zmgsabst 4y ago
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 4y agoIt 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.