Who Is The Lyft Of Trucking?

Embark taking autonomous trucks public via SPAC deal

Embark today announced a partnership with Ryder, to use Ryder terminals as part of its freight network. Ryder has also formed partnerships with Waymo and TuSimple.

That got me wondering – who owns the end customer in the trucking business?

In robotaxis, that would be Uber and Lyft, at least right now. That’s why Argo is partnering with Lyft to go to market in different cities. I have some reservations about that strategy, but at least it’s clear who bring what value to the table in that partnership.

In trucking, I actually don’t know the ecosystem well enough to pinpoint who does what. Ryder seems to be a terminal operator. But I need to read up more on who the “end customers” are, and what companies own those end customers.

One thought on “Who Is The Lyft Of Trucking?

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Google photo

You are commenting using your Google account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s