Robots On The Outside

Oct 16, 2025

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On yesterday’s show we talked about how AI might be influencing the functional obsolescence of industrial warehouses. On today’s show we are looking at another aspect of AI and how it could affect the value of industrial real estate.

On today’s show we looking at how transportation is going to evolve with the advent of autonomous trucking. Will this have an impact on industrial property? Now this sounds like science fiction and something that is going to be in the distant future. But it’s much closer than you think.

Many of these new trucks will also be electric vehicles. I don’t know when Tesla’s semi truck will hit the market in a big way. The first production Tesla Semis were delivered to PepsiCo in December 2022. Since then, a small number of trucks have been delivered to a handful of other customers for real-world testing and fleet integration.

Let’s put this in perspective. The power supply to charge just one Tesla Semi is the same power required to supply about 988 homes. Let’s say that you want to be able to charge a couple of trucks at a time and you need to add 1000 If your warehouse is not sitting next to a major power source, how are you going to find the spare power capacity for 2000 homes at the site of your industrial warehouse? If you can’t get the power, then your warehouse is going to be functionally obsolete.

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