Autonomous trucking developer Aurora Innovation (NASDAQ: AUR) reported a second-quarter net loss of $270 million on $2 million in revenue Wednesday. Executives restated the driverless truck rates behind the two business models the company is selling to carriers and shippers. Chief Financial Officer David Maday said Aurora’s transportation-as-a-service offering carries a per-mile revenue outlook in the $2-plus-per-mile range, while its driver-as-a-service subscription targets $0.85+ per mile. Maday said the company had put both figures out previously. Aurora plans to begin moving customers from the first model to the second in 2027. The gap between those two numbers is the practical question for any fleet weighing autonomous capacity. Under TaaS, Aurora holds a U.S. Department of Transportation operating authority, controls the truck, carries the insurance, and bills a full-service rate. Under DaaS, according to the company’s Form 10-Q, customers “acquire, manage, and maintain fleets directly, while subscribing to the Aurora Driver and a suite of related services.” Aurora’s loss amounted to 14 cents a share, wider than the 12-cent average of analysts’ estimates. Revenue rose 100% from $1 million a year earlier, which the company attributed in its Form 10-Q to increased utilization, geographical expansion, and higher fuel surcharges. Driverless truck rates split by business model “Obviously the TaaS deals have a higher per mile revenue outlook because it’s the full service,” Maday said. “As we’ve said before, kind of in that $2 plus range, whereas DaaS is targeting the $0.85 plus. There’s a substantial difference in TaaS versus DaaS on a revenue side, but there’s also a substantial difference on the cost side and on the margin side.” Aurora describes the shift as customer-by-customer rather than a single cutover. “For every customer that we sign up with a Transportation as a Service agreement, it is with the intent to then