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#275 The state of AV trucks with Don Burnette of Kodiak Robotics

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The Challenges of Consolidation in the AV Space

The macro environment is obviously challenging for companies that are pre-revenue, pre-product like Kodiak and other self-driving companies. There's a couple of different factors involved. Capital efficiency was incredibly important in the space. I don't think anybody believes you can build a product in five days and ship it with a thousand people. But there are people who believe it could be done.

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