Re:Tesla Semi, a Deep Dive
by foobarian on Monday December 05, 2022 @09:39AM
(#33866192)
How many developers can there be making and selling software to truck fleets? Makes me think these are small time operations ripe for disruption a la what Uber did to taxi companies. No offense meant of course! Just wondering :-)
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| on HN ]
Do you mean the trucking companies or the software developers? The trucking companies aren't small companies by any measure.
Werner Enterprises for example has 13k employees, 8k trucks, and $700M in revenue. And they're a small fry in shipping. JB Hunt has 30K employees and $12B in revenue. Swift Transportation has 22K employees, 23K trucks, and $6B in revenue. Schneider Transportation has 19K employees and revenues of $5.5B.
Many of these companies have in house developers working on custom logistics packages to optimize every single detail of their operations. It's a very small margin business.
I’m in the midst of job search right now and I’m interviewing with two different companies doing shipping logistics. I’ve seen at least one other in the course of this job search. I’m guessing that there’s been a lot of thinking happening in this space already.