Former Ford Veterans Launch Own Autonomous Trucking Startup

Summary

このビデオスクリプトでは、自動運転スタートアップ「Stack」の紹介とその技術について語られています。Stackは、トラック業界の運転手不足、保持問題、安全性向上、供給チェーンの非効率性などの課題を解決することを目指しています。同社は迅速な成長を遂げ、優れたチームを構築し、技術を迅速に展開することを優先事項としています。SoftBankからの資本とAIに関する専門知識の支援を受け、Stackは物流の改善にAIの最新進歩を活用することで、効率的な自動運転トラックの開発を加速しています。

Takeaways

• 🚛 Stack ABは自律走行のクラス8トラックを開発しており、トラッキング業界の運転手不足、保持問題、道路安全性、供給チェーンの非効率性といった大きな課題を解決しようとしています。
• 🌟 Stack ABは急速に成長しており、優秀なチームを構築し、技術を迅速に展開することに重点を置いています。
• 💼 この会社は、必要な資本が大きいが、優秀なチーム構築と技術の展開を最優先しています。
• 🔍 Stack ABは自動運転技術に焦点を当て、特にオーロラが行っていることに非常に似たアプローチを採用しています。
• 📈 自動運転トラックは、物流の非効率性を解消し、特に大都市市場で増加している納期の遅延に対処する機会を提供します。
• 🤖 Stack ABは、AIの利点だけでなく、ジェネラティブAIや最近の技術進歩を全体的な物流方程式に適用することを考えています。
• 🕒 自動運転技術の実現には長期的な資本とビジョンが必要であり、世界規模の問題に取り組む際には詳細な作業と大規模なビジョンが求められます。
• 🌐 Stack ABのユニークな点は、SoftBankがAIに大きなコミットメントをしており、AIが日常生活を変革し、改善する力を信じていることです。
• 💡 Stack ABはSoftBankグループ全体へのアクセスを持ち、ビジネスモデルや技術構築方法についての洞察を得ることができます。
• 🏆 Stack ABはSoftBankの資本とAIの能力によって支援されており、これが彼らの差別化要因となっています。

Q & A

スタックが目指している自動運転トラックのレベルは?

スタックは完全自動運転のレベル4を目指しているクラス8の大型トラックを開発しています。

スタックが自動運転トラックで解決したい課題は?

運転手不足、配送の非効率性など、トラック業界が抱える大きな課題を自動運転技術で解決したいと考えています。

Outlines

00:00

🏎 自動運転トラックスタートアップを立ち上げ

スタックABという自動運転のスタートアップを立ち上げ、クラス8の大型トラックの完全自動運転を実現することで、トラック業界が抱える運転手不足、安全性の問題、サプライチェーンの非効率性などの課題を解決しようとしている。

Keywords

💡自動運転トラック

完全自動運転のクラス8トラックを構築している。運転手不足、定着率の低さ、運転の安全性など、トラッキング業界が直面する大きな課題を解決できると考えている。

💡ステルスモード

今回の発表では、ステルスモードから脱却し、10億ドル以上の資金を確保した。迅速に規模を拡大している。

💡人材

この技術を構築するには大規模な人材が必要。優秀なチームの構築と技術の迅速な展開が優先事項。

💡コンピューティングコスト

自律走行車両を構築するには、膨大なコンピューティングリソースが必要。

💡事業モデル

自律走行トラックは、輸送コストの上昇や納期の遅延など、問題の解決に大いに貢献できるビジネスモデルがあると考えている。

💡AI

自律走行だけでなく、スケジューリングやロジスティクスなど、サプライチェーン全体の効率化が可能。最新の発展も取り入れることができる。

💡忍耐

この分野は忍耐力が必要。長期的な資本と大胆なビジョンが実現には不可欠。

💡ソフトバンク

ソフトバンクはAIへの大規模なコミットメントがあり、Stack ABの立ち上げを後押しした。資金面だけでなく、AIの能力も提供している。

💡差別化

ソフトバンクグループ全体のサポートを受けることができ、ビジネスモデルと技術の両面で強力なチームを構成している。これが差別化要因になる。

💡変化

各社は得意分野と成功への確信に応じて事業を適応させている。Stack ABはAIの力を最大限に引き出すことに注力している。

Highlights

We're building fully autonomous Class eight trucks and we're looking to solve really some of the biggest issues that the trucking industry faces.

Whether it be driver shortages, retention issues, over the road safety and just the inefficiencies that we saw in the supply chain during the pandemic.

We really think self-driving trucks has a huge opportunity here to solve some of those issues.

Our priority is to build a great company that can really scale and move fast and realize those benefits.

There's this a lot of opportunity for improvement. And we think not just taking the benefits of AI, but also the benefits of generative AI.

We want to we want to improve the overall cost structure in that entire supply chain. And the only way we're going to do that is by making big changes to how it works.

It takes time. And I think what you're seeing in the field in general is that, you know, different companies are sort of playing to their strengths and how they feel they can be most successful and adapt their business.

SoftBank said they're not just backing you with capital, but also with AI competence as well. Could you just explain that? Is that your point of differentiation here, your access to to software and talent?

They've been wonderful in giving us such a huge lift in getting the company started. They see a lot in terms of business models and what works and what doesn't.

We've seen a lot of our team in terms of what works and doesn't and to be able to see around the corners with the how to build the technology.

Putting those two brains, if you will, together, we think we have a really differentiated story and in a very compelling team that can win here.

SoftBank has a large commitment to AI in general. They believe in the power that AI has in transforming our everyday lives and making it better.

Stack Ave comes out of is doing that, doing that and applying it to, applying it to.

We have access to the entire SoftBank group, the entire team.

They've been wonderful in giving us such a huge lift in getting the company started.

Transcripts

Just start by explaining what you're doing with Stack AB what the technology

is and what the end goal is. Hey Ed, it's great to be here.

Well, as you said, we're announcing the formation of our new self-driving

startup called Stack. We're building fully autonomous Class

eight trucks and we're looking to solve really some of the biggest issues that

the trucking industry faces, whether it be driver shortages, retention issues

over the road safety and just the inefficiencies that we saw in the supply

chain during the pandemic. We really think self-driving trucks has

a huge opportunity here to solve some of those issues.

Brian, you're coming out of stealth and whether it's with more than

$1,000,000,000 or not, you've kind of moved very quickly to grow.

Where will you need to spend like. Talk to me about the talent costs, the

compute costs in your project. Well, our priority is to build a great

company that can really scale and move fast and realize those benefits.

You know, there's the the number of people.

And the key is it's required to build. This technology is enormous.

The capital needs are obviously large, but our priority is to build that

fantastic team and to really get the technology deployed as quickly as we can

and get test vehicles up and running. We are a new company, but we have been

moving quickly and just excited about the team that we built.

IT Brian, you've always looked more holistically at autonomous technology.

This is a very specific technology and use case.

It's very similar to what Aurora is doing.

And so I just wondered why you sense this was the best way of

commercializing. Well, you know, we think that the

business model is really interesting. The cost of goods have really to ship

goods has really increased substantially.

We know a lot of small businesses are feeling the pain.

Times to deliver are increasing across the industry, especially in larger

markets. So we just think that autonomous

trucking has the ability to address a lot of those inefficiencies.

And it just it isn't just in the autonomous part of it.

The self-driving aspect of it, it's also in the scheduling and in the the overall

logistics, the way the way the system works.

There's this a lot of opportunity for improvement.

And we think not just taking the benefits of AI, but also the benefits of

generative AI. And a lot of the latest advancements

that we've seen over the last year we think can really be applied to the

entire logistics equation. So, Brian, does that speed up things

because ultimately the Ford VW backing became impatient?

I think it was quoted that one Ford executive said it was easier to put a

man on the moon than it was to get autonomous driving really up and

running. Did you just need a different mindset of

length of time to commit capital here? Well, I think it's a this requires

patience. Long term capital, It requires

and it certainly requires a big vision in order to make this happen.

But at the end of the day, we want to improve people's lives.

We want to we want to improve the overall cost structure in that entire

supply chain. And the only way we're going to do that

is by making big changes to how it works, Right?

And that means anytime you're working on sort of a world scale problem, that

means that you have to really you have to really work in the details and you

have to take a big vision and try to make it a reality that takes capital.

It takes time. And I think what you're seeing in the

field in general is that, you know, different companies are sort of playing

to their strengths and how they feel they can be most successful and adapt

their business. What's unique and exciting about this is

that SoftBank has a large commitment to AI in general.

They believe in the power that AI has in transforming our everyday lives and

making it better. And that's where Stack Ave comes out of

is doing that, doing that and applying it to

applying it to. Yes, Brian.

SoftBank said they're not just backing you with capital, but also with AI

competence as well. Could you just explain that?

Is that your point of differentiation here, your access to to software and

talent? Well, we have access to the entire

SoftBank group, the entire team. They've been wonderful in giving us such

a huge lift in getting the company started.

They see a lot in terms of business models and what works and what doesn't.

We've seen a lot of our team in terms of what works and doesn't and to be able to

see around the corners with the how to build the technology.

And so at the end of the day, putting those two brains, if you will, together,

we think we have a really differentiated story and in a very compelling team that

can win here.