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Self driving trucks, and the trucking logistics business Self driving trucks, and the trucking logistics business

08-28-2015 , 08:02 AM
I remember an AMA from someone in this business. Im talking about companies like CH robinson and XPO logistics here. How will self driving trucks affect these businesses? You could say there will be an increase? Would that be good?

Looking at XPO, they likely do north of 10bn$ in revenue in 2016. Market cap is 3.3bn$. And if they get similar profit margins at CH robinson the stock looks cheap. Plus you partner with an amazing CEO there. But im not sure about the whole self driving trucks part, and how that will affect things.
Self driving trucks, and the trucking logistics business Quote
08-28-2015 , 08:06 AM
Self driving trucks won't matter for years, and even then they don't change transport logistics apart from driver replacement. Still need loadings, unloading, compliance, administration, marketing, large scale logistics, warehousing, customer retention and relationships.

Basically, it makes no difference. Don't let the prospect affect investing decisions.
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08-28-2015 , 09:51 PM
The big risk to 3pl's is uber for trucks not self driving trucks.
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08-31-2015 , 12:26 AM
I think you will see hyperloop first. Also if this happened it would help the trucking stocks the most as they would fire all the drivers. I really wonder why we don't have a network of evacuated tubes, steel on steel trams delivering goods at optimal speeds. I remember in high school something like 100 people die a year due to coal trains. If these were underground it would save a lot of gas and stress above ground.

Downtown areas especially could have all mail, goods, and trash shipped underground. Even with current technology.

The reason why it does not happen is the same reason why the monorail does not go to Las Vegas Airport.
Self driving trucks, and the trucking logistics business Quote
08-31-2015 , 04:27 AM
Quote:
Originally Posted by BoredSocial
The big risk to 3pl's is uber for trucks not self driving trucks.
Whoa. Déjà vu.
Self driving trucks, and the trucking logistics business Quote
08-31-2015 , 05:28 AM
Quote:
Originally Posted by steelhouse
I think you will see hyperloop first. Also if this happened it would help the trucking stocks the most as they would fire all the drivers. I really wonder why we don't have a network of evacuated tubes, steel on steel trams delivering goods at optimal speeds.
Massive cost for no benefit?

Quote:
Downtown areas especially could have all mail, goods, and trash shipped underground. Even with current technology.
This is not logistically possible. Not to mention cost even if it was. Societies can barely afford to install thin fiber cables for the Internet except in the densest areas. Also, the fact that no city has done this anywhere should give you pause.

Quote:
The reason why it does not happen is the same reason why the monorail does not go to Las Vegas Airport.
No, not close.
Self driving trucks, and the trucking logistics business Quote
08-31-2015 , 05:00 PM
Quote:
Originally Posted by dfgg
I remember an AMA from someone in this business. Im talking about companies like CH robinson and XPO logistics here. How will self driving trucks affect these businesses? You could say there will be an increase? Would that be good?

Looking at XPO, they likely do north of 10bn$ in revenue in 2016. Market cap is 3.3bn$. And if they get similar profit margins at CH robinson the stock looks cheap. Plus you partner with an amazing CEO there. But im not sure about the whole self driving trucks part, and how that will affect things.
Self driving trucks may not appear for a while as Toothsayer has posted. Assisted driving (Intelligent Transport Systems) in trucks however will be a huge deal, not too far away and cut operating cost by quite a bit.

http://forumserver.twoplustwo.com/30...icles-1540682/

Last edited by Yakmelk; 08-31-2015 at 05:01 PM. Reason: maybe merge this thread with SDC thread ?
Self driving trucks, and the trucking logistics business Quote
08-31-2015 , 09:22 PM
Quote:
Originally Posted by ToothSayer
Massive cost for no benefit?


This is not logistically possible. Not to mention cost even if it was. Societies can barely afford to install thin fiber cables for the Internet except in the densest areas. Also, the fact that no city has done this anywhere should give you pause.


No, not close.
All you need is a 4' diameter pipe. Goods are far more valuable than oil or gas. $5,000,000 a mile.

http://gomarcellusshale.com/forum/to...s-transmission

The benefits are hugh, to keep the big inefficient trucks off the highways, less cost to maintain roads and less accidents. 10,000 people a year probably die to trains and trucks used to transport goods and trash. Much easier to recycle metals and goods with a pipeline. Trash can be sent long ways to be incinerated. Much less stress on residents having to deal with trucks and their fumes. Better speed on the highways. Probably a $ trillion a year in potential benefits.

Societies can afford to install much more than fiber lines. We built trains in the 1860s with shovels.
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09-01-2015 , 03:13 PM
If I ran the gubbermint I would invest public funds in the interwebs and (ideally privatize the roads). Rome is dead. Welcome to the 21st century.
Self driving trucks, and the trucking logistics business Quote
09-01-2015 , 10:04 PM
Quote:
Originally Posted by ToothSayer
Massive cost for no benefit?


This is not logistically possible. Not to mention cost even if it was. Societies can barely afford to install thin fiber cables for the Internet except in the densest areas. Also, the fact that no city has done this anywhere should give you pause.


No, not close.
You're responding to a steelhouse post. Worse you're quoting a steelhouse post and forcing me to read it. Stop that.
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