Breaking News: A new trillion dollar industry just launched.

This week, Aurora Innovation (AUR) officially launched the first commercial driverless trucking service on public roads in the U.S.

Running routes between Dallas and Houston, these massive, heavy-duty trucks aren’t part of a limited demo.

They’re hauling real freight for real customers – completely autonomously.

The launch caps off years of testing, pilot runs, and close coordination with partners like Uber Freight, which has worked hand-in-hand with Aurora to bring autonomous logistics to life.

With over 1,200 miles driven in just the last few days – and plans to expand to El Paso and Phoenix by the end of 2025 – Aurora is now firmly in the lead of one of the biggest transformations in modern transportation.

Here’s the Investment Opportunity

Trucking in America is a $1 trillion industry, but it’s badly broken.

• Driver turnover rates top 90% at some companies.

• Insurance and fuel costs are climbing.

• Nearly 80,000 driver positions remain unfilled.

• Trucks sit idle 40% of the time, bleeding value from underutilized assets.

Aurora’s autonomous trucks offer a solution that’s safer, faster, and more efficient – without displacing jobs.

It’s not about eliminating drivers. It’s about augmenting capacity, solving inefficiencies, and transforming a vulnerable supply chain into something resilient and scalable.

Here’s Uber’s Role in All This

If Aurora is the brain, Uber Technologies (UBER) is the bloodstream.

Uber Freight (an enterprise arm of Uber Technologies) has quietly built one of the most advanced logistics platforms in the world.

It connects shippers and carriers with AI-driven precision, giving companies the tools to move goods smarter and cheaper.

Uber Freight and Aurora have been working together for over four years, and this week they’ve finally gone live.

And let’s not forget – Uber owns a significant stake in Aurora.

The companies aren’t just partners. They’re financially and strategically tied.

As Aurora grows, Uber grows.

When I recommended Uber as a long-term buy, this was one of the hidden catalysts: its tentacles in autonomous tech, logistics, food delivery, rideshare, and mapping.

Now we’re seeing that thesis play out in real time.

What Makes Aurora’s Tech So Special?

Aurora’s technology isn’t just another self-driving system.

It’s designed for highway travel at speed, with a sensor suite that can detect hazards beyond four football fields in length.

It’s run 3 million autonomous miles across 10,000 customer loads, learning in every condition imaginable.

It’s even demonstrated advanced maneuvers like:

• Predicting red-light runners

• Avoiding multi-car pileups

• Detecting pedestrians hundreds of meters away in the dark

This is not theoretical. It’s deployed. Commercial. And expanding.

Right now we’re witnessing a generational leap in transportation.

Aurora’s driverless trucks are no longer a promise. They’re a product.

And with Uber Freight as its launch partner, the upside is distributed across both companies.

• If you're looking to bet on the future of logistics: Aurora Innovation (AUR) is a pure play.

• If you want broader exposure to mobility, autonomy, and AI-powered logistics: Uber Technologies (UBER) remains a top pick.

Together, they’re positioned to dominate a trillion-dollar industry that’s overdue for disruption.

If you’re looking to invest in the future of transportation, don’t wait for the rest of the market to catch on.

The trucks are already moving.