There is a confluence of at least three technologies that have the potential to disrupt trucking. Tesla is at the center of this and drive change. My impression is that most trucking companies want to just add a few electric semis into their existing business model and are not prepared to make more radical changes necessary to gain full benefit of the confluence of technologies. Not only does this leave a substantial opening for Tesla, but if Tesla really wants to push trucking into the electric age, they may need to be ready to compete directly. I see this as bigger than autonomous ride hailing services, but complementary too. The more we shift to hide sharing, the more we will value on demand delivery. It's no coincidence that Uber should expand into Uber Eats. Why do two ride hailing trip to get grub, when Grub will deliver to your home. Sometimes shipping things is better than transporting people, and this happens at different geographical scales. Autonomous follow vehicles can save 30 to 40 c/mile. Electric truck can save 20 to 25 c/mile Charing infrastructure savings 5 to 15 c/kWh So I think Tesla can pull all these savings together and save 55 to 80 cents per mile. The rest of the industry can get there eventually, but if Tesla blazes the trail, the industry will change more quickly or lose market share. From the viewpoint of climate change, I'd like to see this transition more quickly. But also in terms of the global economy, a substantial reduction in the cost of shipping can have broad benefits. Where willing trucking be in 20 years? I think it will be highly automated, highly modular with containers in many different sizes. AI and automation will pack containers to optimize loads and autonomous tractors will move loads from node to node with dynamic routing. Intermodal transfer will be completely automated. So basically I see the cost of shipping falling substantially, driven mostly by tech. This is the real internet of things.