The Real Barrier to Driverless Trucks Isn't the Software

The autonomous trucking debate has spent years focused on whether the technology can handle the road. Our latest research suggests the industry has been asking the wrong question. Telemetry's new report, "Automated Trucks Should Be Built In a Factory," argues that Level 4 ADS has matured past development. The bottleneck now is manufacturing, and the support infrastructure fleets need before they'll commit to buying at scale.

FreightWaves broke down the findings this week, including perspectives from Telemetry's VP of Market Research Sam Abuelsamid and PlusAI CEO David Liu on why the retrofit model has a ceiling, what factory integration actually unlocks, and what the economics look like for fleets ready to move. Read the full coverage here.