3 ms·
I don't know where you're getting your numbers from, but I'm privy to internal industry estimates for both. The TAM for consumer transportation is vastly larger
by AlotOfReading 3y ago
I don't know where you're getting your numbers from, but I'm privy to internal industry estimates for both. The TAM for consumer transportation is vastly larger than commercial logistics, and you can address large/profitable parts of the latter market with solutions designed for the former.
Both markets could probably be made profitable, but their consumer transportation efforts are further along. If you have to cut one, trucking is the better choice.
- Loughla 3y agoI'm assuming that consumer transportation also includes train, plane, and boat. The OP talked about ride-hailing/car transportation like cabs and what-not. Those are two vastly different things. Unless you're saying that self-driving cars/personal vehicles will replace the other things?
- fullshark 3y agoYeah i think they are including personal vehicles. Presumably the tech could be licensed to car manufacturers, I can see a lot of potential there. Not so sure about "we are going to turn all car owners into ride hailers."
- algo_trader 3y agoWhich do you think has a stronger moat? I have a toy model for e-trucking + autonomy + middle mile. But its a long hard slog to roll out (ha! pun!)