FINAL BOSS SUBSCRIPTION TRUCKING Einride and its autonomous electric trucks are speeding toward the public markets Where they’re going and what happens if they get pulled over on the way. Roozbeh Charli is the CEO of Einride, a Swedish freight technology company that builds electric and autonomous trucking systems. The company, which is slated to go public via SPAC by the end of June under the ticker ENRD, currently operates in seven countries, and has permission to operate autonomously in five states, including Arizona, Colorado, South Carolina, Tennessee, and Texas. We talked with Charli about where autonomous trucking is, where it’s headed, and what happens if one of its vehicles gets pulled over. This conversation has been edited for clarity and concision. Rani Molla, Sherwood News: What’s the current scale of Einride’s operations? Roozbeh Charli, CEO of Einride: We have about 200 electric trucks deployed today. We also have four autonomous vehicles in live operations with customers, and that’s going to grow to around the 20 mark by the end of the year. Sherwood: You have three adjacent parts of the business: the autonomous trucks, the electric trucks, and the platform. How do those work together? Charli: The way to think about it is as a single offering we call “Freight Capacity as a Service.” The core is our AI-powered software platform that sits in the middle and orchestrates the entire ecosystem required to transition our customers’ fleets from diesel and manual trucks to electric and autonomous. The platform is the brain. That’s where we ingest customer data, do the planning, the optimization, and the actual execution plans. We can then do those operations with either our electric manual trucks or with the autonomous vehicles. Sherwood: So that means you’re selling a subscription rather than trucks. Charli: The absolute majority