The integration of cameras to enable various video-based services in commercial vehicle environments has become one of the strongest trends over recent years, in a fleet video telematics sector that is set to grow by 16% globally to 2020.
DoorDash's investment in Also aims to develop and accelerate the deployment of autonomous delivery at scale, focusing on areas not yet fully solved for, including intersections of roadways and bike lanes.
For more than a decade, autonomous buses have been "almost ready." Demonstrations with safety drivers began around 2015, and ten years later, this is still largely what we see. The reason is not a lack of ambition - it is physics, safety, and economics. Autonomous buses on city streets are inherently difficult. They carry dozens of passengers, operate as heavy vehicles, and move through a chaotic urban environment.
Urban logistics is entering a new era where practical technology drives meaningful results. Today, more than 55% of people live in cities, and urbanization is expected to rise to 68% by 2050, placing intense pressure on delivery networks to keep up with growing demand. U.S. e-commerce is projected to reach $1.1 trillion in sales by 2026, heightening expectations for faster and more reliable last-mile service.
The robotaxi takeover - assuming they take over - will also be a real estate story. As Waymo, Uber, Tesla, and other competitors race to flood the streets with fully autonomous cars, robotaxi operators will need to find places to park, charge, and maintain their vehicles. Voltera, a charging infrastructure company based in Palo Alto that has partnered with Alphabet-backed Waymo, is buying up real estate now to prep for the AV boom.
It has been almost three years since the Port of San Francisco awarded TMG Partners the redevelopment rights for San Francisco's Pier 38, with TMG winning over the Port with a pitch that emphasized the speed with which they planned to act and an "immediate revitalization" of the pier with a mix of public, office and maritime uses. But Pier 38, which has been shuttered since 2011, remains red tagged and inactive.
It's tempting to frame autonomous driving as a single leap. In public transport, adoption tends to be incremental - because the system is built for reliability, and new capabilities have to fit into daily operations without disrupting service. That is why a practical strategy is evolution, not revolution: introduce autonomy in a defined domain, learn safely in real operations, and expand capability step-by-step.