Zac Andreoni, Aurora | Scaling the Self-Driving Semi

Autonomous trucks are already operating without a driver in the cab. What will it take to make them a practical option for more carriers?This week, Chris Caplice continues our focus on autonomous freight with Zac Andreoni, who leads business development at Aurora, to discuss how the company is bringing driverless trucks into carrier networks.For carriers, the opportunity goes beyond the technology itself. How can autonomous trucks fit into existing operations, support drivers and make long-term business sense?In this conversation, they cover:🚛 How Aurora’s transportation-as-a-service and driver-as-a-service models work📍 Why Aurora is focused on middle-mile moves, with human drivers handling first and last mile⚖️ How carrier concerns have shifted from whether the technology works to regulation, risk and liability⛽ How Aurora plans to use existing truck stop infrastructure for refueling📈 What a mixed human and autonomous fleet could look like in five yearsFor previous episodes and to subscribe to our newsletter, visit: dat.com/podcast/freightvineLearn more about DAT’s shipper resources: dat.com/shippersInterview recorded on October 6, 2026.Freightvine Market Update recorded on November 9, 2026.Chapters00:00 Zac's Journey to Aurora01:50 Aurora's Current Status and Future Plans03:51 Business Development at Aurora06:50 Driverless Operations and Safety08:31 Operational Corridors and Backhauls11:32 OEM Partnerships and Future Directions12:53 Technology Overview and Advancements17:33 Transportation as a Service vs. Driver as a Service22:47 Evolving Acceptance of Autonomous Vehicles29:59 Challenges and Opportunities for Drivers36:02 Technological Advancements and Market Dynamics40:00 Shipper Market Update

Brett Suma, CEO of Bot Auto, joins Chris Caplice to discuss what it takes to build a trucking business around autonomous trucks. In April, Bot Auto ran a 230-mile commercial load from Houston to Hutchins, Texas, on public roads with no driver in the cab and no remote driving. Brett says the company is now focused on making those operations repeatable and scalable.In this conversation, they cover:Why Brett sees Bot Auto as a trucking company that happens to be autonomousHow he compares truck utilization under the 70-hour rule with the potential for autonomous trucksWhy he thinks network design and mapping can help unlock more freightHow capacity nodes and demand signals could shape future network planningBrett’s goal for Bot Auto to run 1 billion autonomous miles in 2031For previous episodes and to subscribe to our newsletter, visit: dat.com/podcast/freightvineInterview recorded on September 1, 2026.Truckload market update covers the week ending October 24, 2026.Chapters00:00 Brett Suma's Journey to Autonomous Trucking03:01 The Birth of Lodesmith05:55 Transitioning to Bot Auto11:56 Understanding Bot Auto's Unique Approach17:54 The Middle Mile Focus26:25 Maximizing Capacity with Autonomous Vehicles34:06 Navigating Regulatory Landscapes35:15 Understanding Market Dynamics in Trucking37:03 Current Operations and Market Demand46:27 Cost Advantages of Autonomous Freight49:34 Future of Capacity Management in Trucking

Autonomous trucks are already hauling freight. What will it take to make them a practical option for more shippers?This week, Chris Caplice continues our focus on autonomous freight with Olivia Hu, Head of Autonomous Trucking and Electrification at Uber Freight, to discuss how the company is bringing autonomous capacity into shipper networks through partnerships with Aurora and Waabi.For shippers, the question goes beyond whether a truck can drive itself. Can it meet their service requirements, fit their operations and improve the economics of moving freight?In this conversation, they cover:🚛 How Uber Freight matches autonomous capacity to shipper needs📍 What it will take to expand beyond today’s Texas corridors⚡ Why autonomous and electric trucks are finding different roles in freight⛽ The potential for fuel savings, shorter transit times and higher truck utilization🔍 Why scaling requires more than solving the driving technologyFor previous episodes and to subscribe to our newsletter, visit: dat.com/podcast/freightvineInterview recorded on September 11, 2026Freightvine Market Update recorded on October 12, 2026.Chapters00:00 Olivia's Journey to Trucking06:04 The Evolution of Autonomous Vehicles07:49 Differences Between Passenger and Trucking Industries11:08 Uber Freight's Autonomous Strategy13:21 Partnerships in Autonomous Trucking16:45 Operational Design Domain Explained18:35 Future of AV and EV in Trucking19:57 Geographical Testing of AV Trucks23:18 Skepticism and Acceptance of Autonomous Vehicles24:11 Shippers' Perspectives on Autonomous Capacity25:52 Fuel Efficiency and Operational Benefits27:48 Challenges in Shipper Adoption29:05 The Role of Carriers in Autonomous Trucking30:02 Ownership and Coordination of Autonomous Trucks31:11 Future of Autonomous Fleets32:34 Minimizing Empty Miles with AVs33:22 Length of Haul and Capacity Needs38:06 Current Operations and Capacity Limitations38:53 Goals for Autonomous Miles and Capacity40:06 Spot vs. Contract Loads for AVs43:04 Future Predictions for Autonomous Adoption

In the second episode of Freightvine’s autonomous freight transportation series, Chris Caplice talks with Michael Wiesinger, COO of Kodiak AI, about the company’s approach to autonomous trucking and its work across long-haul, industrial and defense applications.They discuss:🚛 Why Kodiak built one AI driver for multiple operating environments📡 How cameras, radar and lidar help trucks navigate without high-definition maps🏜️ What Kodiak has learned from running 35 driverless trucks in the Permian Basin🛡️ How the company determines when its technology is ready to operate without a safety observer🛣️ Why autonomous trucks may be most valuable on long-haul routes🤝 How Kodiak’s driver-as-a-service model fits into existing fleet operations👷 Why autonomous systems are more likely to augment the driver workforce than replace itSee previous episodes 👉 dat.com/podcast/freightvineInterview recorded on: 9/11/2026Freightvine Market Update recorded on: 9/28/2026Chapters00:00 Michael Wiesinger's Journey to Kodiak07:05 Kodiak's Current Operations and Future Plans10:00 Exploring the Defense Sector12:03 Technological Innovations in Autonomous Driving20:01 Industrial Applications and Market Opportunities24:14 Navigating the Autonomous Landscape26:10 Understanding Safety Cases30:31 Innovations in Safety Protocols32:15 Strategic Partnerships for Growth39:32 Integrating Autonomy into Operations43:20 The Future of Autonomous Trucking48:13 Truckload Market Update

Interview recorded on September 2, 2026Autonomous trucking is moving beyond pilots and into commercialization. To kick off a new Freightvine series focused on autonomous vehicles, Chris Caplice is joined by Eyal Cohen, founder and CEO of Humble Robotics, to explore where autonomous vehicles may fit into the freight network as the technology matures.Eyal has spent nearly two decades working across vehicle electrification and autonomy, including helping execute Otto’s 100-mile autonomous beer delivery in 2016. Now, Humble Robotics is taking a different approach to autonomous freight with a cabless, electric “skateboard” platform designed for shorter, repetitive moves such as port drayage and warehouse-to-warehouse transportation.In this conversation, they cover:🤖 How autonomous trucking is moving from experimentation toward commercial use🚛 Humble’s cabless platform which combines the tractor and trailer into a single vehicle⚡ Why electrification and autonomy may be especially well suited for short-haul freight📦 Where autonomous vehicles could fit into drayage, intermodal and repetitive warehouse moves👷 How autonomous equipment could work alongside drivers by taking on overnight and repetitive routes🛣️ What still needs to happen around regulation, customer facilities and infrastructure before autonomous freight scalesIf you work in shipping, transportation or logistics technology, this episode offers a look at how autonomous trucking could change the equipment moving freight, not just who is behind the wheel.Freightvine Market Update recorded on September 14, 2026See previous episodes 👉 dat.com/podcast/freightvineTakeawaysEyal Cohen's journey from electrification to autonomous trucking.The development of cabless autonomous freight movers and their potential commercial applications. Sensor technology is crucial for the safety of autonomous vehicles.The adoption of autonomous vehicles will have a significant impact on labor and regulatory frameworks.Chapters00:00 Intro02:07 Autonomous Trucking: Early Days04:33 The Birth of Humble Robotics10:18 Commercial Applications and Use Cases22:12 Vision Language Action (VLA) Models22:54 Technology and Autonomous Vehicles28:35 Regulatory Hurdles and Innovation34:03 Geographic Focus and Market Expansion35:43 Sustainability and Environmental Impact37:21 Autonomous Vehicle Adoption and Future Outlook43:19: Truckload Market Update

Interview recorded on August 18, 2026.Freight rates are moving higher as the truckload market starts to tighten. In this episode, Chris Caplice is joined by Dr. Alex Leslie, Senior Research Associate at the American Transportation Research Institute (ATRI), to break down the findings from ATRI’s latest Operational Costs of Trucking report.The report points to a different kind of freight recovery than the industry has seen in recent cycles. Rather than a major surge in demand, capacity has been leaving the market after several difficult years for carriers. At the same time, fleets are facing higher costs for benefits, maintenance, insurance and equipment.In this conversation, they cover:💰 Why driver wages and benefits have surpassed $1 per mile for the first time in the report’s history🚚 How shrinking fleet sizes and idle trucks are contributing to a supply-side freight recovery⚖️ Why nuclear verdicts and rising insurance costs are putting added pressure on carriers, especially those trying to grow🔧 How fleets are extending equipment life cycles and spending more on repair and maintenance📱 What new ATRI data reveals about how much fleets are spending on in-cab technologyIf you work in shipping, transportation or carrier operations, this episode offers a useful look at the costs and capacity trends shaping the freight market.Freightvine Market Update recorded on August 31, 2026.See previous episodes 👉 dat.com/podcast/freightvineChapters:00:09 Introduction 03:29 Key Takeaways from the 2026 Report06:56 Impact of Nuclear Verdicts on Insurance Costs10:32 Insurance Structures: Small vs. Large Fleets13:13 Employee Benefits in Trucking16:47 Fuel Prices and Geopolitical Influences22:41 Supply-Side Recovery vs. Demand-Side Recovery26:19 Driver Capacity and Market Dynamics30:07 Data Center Construction Impact32:29 Demand Fluctuations and Market Stability35:45 Profit Margins and Cost Dynamics39:58 Technology's Role in the Industry48:25 Truckload Market Overview

The Logistics Manager’s Index has spent the last 10 years offering an early read on where the economy may be headed. In this episode, Chris Caplice is joined by Professors Zac Rogers of Colorado State University and Dale Rogers of Arizona State University to look at what the LMI is signaling now.The LMI tracks eight components across transportation, warehousing and inventory, using input from senior logistics leaders to measure whether each area is expanding or contracting. Recent readings point to a freight market where transportation capacity is tightening, prices are rising sharply and businesses are taking very different approaches to inventory.In this conversation, they cover:🚛 Why transportation prices recently reached some of the highest levels in the LMI’s history📦 How retailers are keeping inventories lean while manufacturers stockpile critical components🌎 What tariffs, regulation and geopolitical uncertainty are doing to transportation capacity🏗️ Why warehousing demand is picking back up, including the impact of data center construction🔮 What the LMI suggests about freight costs, capacity and economic growth through the rest of 2026If you work in shipping, transportation or supply chain planning, this episode offers a useful look at the signals shaping the second half of the year.Interview recorded on August 12, 2026Freightvine Market Update recorded on August 17, 2026Catch previous episodes 👉 dat.com/podcast/freightvineChapters:00:09 Introduction to the Logistics Managers Index01:29 Divergence in Inventory Management Strategies01:56 Impact of Data Center Construction on Economic Growth02:07 Introduction to the LMI and Its Founding04:13 Understanding the Logistics Manager's Index (LMI)07:23 The Role of Surveys in LMI Data Collection10:20 Survey Response Rates and Participant Engagement13:28 Recent Trends in Inventory Management22:41 Transportation Trends and Their Impact on the Economy23:18 Understanding Price Increases and Policy Impact24:34 The Freight Recession and Capacity Challenges28:36 Labor Market Dynamics and Capacity Decisions33:01 Warehousing Trends and Data Center Influence37:02 Economic Predictions and Uncertainty Factors50:00 Freightvine Market Update

Intermodal is gaining ground, but the story looks very different depending on the type of freight and where it is moving.This week, Chris Caplice is joined by Andrew Sibold, Director of Economics for the Intermodal Association of North America (IANA), to discuss the forces reshaping the intermodal market.In this conversation, they cover:Why domestic intermodal volume is growing as international volume declinesHow higher truck rates, softer imports, and data center construction are influencing demandWhat IANA’s new Intermodal Volume Index reveals about current conditionsHow machine learning and economic indicators support 12-month volume forecastsWhy tariff-driven shifts toward East Coast and Gulf ports may be here to stayHow intermodal security, autonomous trucks, and the trucking freight cycle fit into the bigger pictureIf you work in shipping, trucking, rail, or freight planning, this episode offers a clear look at the economics behind today’s intermodal market.For previous episodes and to subscribe to our newsletter, visit: dat.com/podcast/freightvineChapters00:00 Intro03:20 Andrew's Career Path to IANA04:32 The Rebound of Intermodal in 202607:25 Intermodal Volume Index 16:05 Intermodal Predictive Model25:52 Forecasting and Data Analysis29:07 Tariff Volatility and Intermodal34:02 Driver Capacity and Drayage36:36 Autonomous Vehicles and Intermodal42:11 Artificial Intelligence in Freight45:37 Intermodal Expo and Market Update

This week, Chris Caplice is joined by Andres Mendoza Pena, Partner at Kearney, to discuss the latest CSCMP State of Logistics Report, Forged in Disruption, and what it means for shippers navigating a more connected and unpredictable world.In this conversation, they cover:Why traditional cost-first supply chain playbooks are becoming less effectiveHow companies are building more flexibility across suppliers, countries, and transportation networksWhere AI is producing real results in logistics workflowsWhy autonomous trucking may reshape transportation economics and network designHow reactive decisions can create costly “network drift”Why scenario planning and “non-regret moves” can help companies prepare for multiple possible futuresIf you’re responsible for supply chain strategy, transportation, or network planning, this episode offers a practical look at how to operate when disruption is no longer the exception.For previous episodes and to subscribe to our newsletter, visit: dat.com/podcast/freightvine Chapters00:00 Introduction 04:41 Understanding Ongoing Volatility in Supply Chains07:08 The Impact of Globalization and Interconnectedness09:46 Shifts in Supply Chain Strategies11:58 E-commerce Trends and Consumer Behavior14:24 The Role of AI in Supply Chain Management17:05 Governance and Implementation of AI Solutions24:08 Exploring Autonomous Driving and Trucking Technology28:56 Understanding Network Drift in Supply Chain Management33:46 Navigating Tariff Policies and Global Supply Chains38:23 Railway Mergers and Market Dynamics42:24 Forecasting Future Trends in Freight Markets44:32 Truckload Market Overview47:23 Spot vs Contract Rates Analysis

This week, Chris Caplice is joined by Jim Filter, Schneider’s newly appointed President and CEO, to talk about what it means to step into that role during a period of major change for the freight industry.Jim reflects on his nearly 30-year career at Schneider, the operational and international experiences that shaped his leadership, and how the company is adapting as customer needs, technology, and market conditions continue to shift.In this conversation, they cover:What it means to lead Schneider as only the fifth CEO in the company’s historyHow dedicated transportation and brokerage have become bigger parts of Schneider’s strategyWhat regulatory enforcement and broker liability could mean for capacityHow driver roles, tools, and career paths continue to evolveThe future of electric and autonomous trucksHow Schneider is using AI and technology across the businessIf you work in shipping, brokerage, or carrier operations, this is a timely look at how one of the industry’s largest operators is thinking about the road ahead.For previous episodes and to subscribe to our newsletter, visit: dat.com/podcast/freightvine Chapters00:00 Introduction 03:36 Career Path, Leadership Preparation and Developing Talent07:29 Technological Advancements in Transportation14:13 Customer Relations and Problem Solving14:50 Current Market Dynamics and Capacity Challenges16:35 Impact of Regulations on the Industry23:17 Chameleon Carriers and Industry Challenges28:21 CEO Priorities and Strategic Focus31:18 Evolution of Dedicated Services35:59 EVs and Avs45:38 Legacy and Leadership in the Industry48:06 Freightvine Truckload Market Update48:11 Dry Van Market Update49:04 Temp Control (Reefer) Market Update49:37 Intermodal Market Update50:09 Flatbed Market Update50:56 Key Takeaways