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# Aurora CFO says 30,000 driverless trucks by 2030 isn’t as far-fetched as it sounds

**[TechCrunch](https://daily.dev/sources/tc)** · 3 min read · 0 upvotes · 0 comments

## Summary

Aurora's CFO David Maday defends the company's ambitious plan to have over 30,000 driverless trucks on the road generating $5 billion in annual revenue by the end of 2030, up from an expected 200 trucks and $80 million run rate by end of 2026. He argues this is modest relative to the 250,000-300,000 trucks produced annually by major manufacturers. Investor sentiment has been skeptical, with shares dropping over 12% after the company's investor day. The key shift is a planned move from a transportation-as-a-service model (Aurora owns trucks, charges ~$2/mile) to a driver-as-a-service model in 2027 (customers own trucks, pay Aurora ~$0.85/mile subscription), which should improve margins and reduce balance sheet risk. Third-generation hardware built and financed by partner Aumovio (formerly Continental) is expected by end of 2027, enabling broader U.S. expansion and eventual entry into robotaxi/ride-hailing.

## Full article

daily.dev links to this article rather than hosting it. Read it at the original source: <https://techcrunch.com/2026/09/28/aurora-cfo-says-30000-driverless-trucks-by-2030-isnt-as-far-fetched-as-it-sounds>

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