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I think you really shortchanged the section on transportation by only focusing on personal transportation. The real opportunities are in commercial transportation and logistics. The US spends more on truck logistics every year than the market cap of the top 5 global car manufacturers combined. And the trucking industry is only 50% of the total logistics contribution to US GDP. Even a mildly successful startup in a tiny niche of logistics could result in a wildly profitable company.


It seems like driverless trucks are likely to come to market as a precursor to mass consumer adoption. Trucking as we know it will be deeply changed.




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