Everyone (Pony.ai started trucking as well) is converging to trucking as the canonical use cases. Let's see how this affect the existing self-driving firms.
1. Most time spent and miles driven are on freeways rather than city streets. Last mile can still be done via human drivers meeting at an off-freeway ramp hub.
2. The cost and availability of labor is a significant damper on trucking. Remember during the oil boom in Alberta, Canada, how truckers were making six-figures and higher due to the high demand.
3. Humans get tired, can't drive for more than 8 hours due to legal restrictions and safety concerns. These are problem that machines can solve.
4. (Mostly) don't have to deal with pedestrians, bicycles, bad weather and other complexities. If there's a snowstorm, trucks can just do what they do now, wait it out at a truck stop.