Aurora CFO says 30,000 driverless trucks by 2030 isn’t as far-fetched as it sounds

The company expects to go from 200 driverless trucks at the end of 2026 to more than 1,000 a year later.

Today, Aurora operates what it calls a transportation-as-a-service business — a proof-of-concept model that it plans to limit to about 500 trucks.

Instead of Aurora owning the trucks, customers will buy the self-driving trucks and pay Aurora a per-mile subscription fee for the self-driving technology, which the company expects to be about $0.85.

Under this model, the customers will own and maintain the truck, while Aurora maintains the self-driving system and its accompanying hardware.

By 2030, the company expects to grow beyond a few states in the South to the vast majority of the continental U.S., according to Maday.