Latest / The Intermodal Logistics Podcast / Humble-y changing autonomous trucking
Transcript
- 0:02SPEAKER_01: Thanks very much for joining us on this edition of the Intermodal Logistics Podcast.
- 0:07SPEAKER_01: I'm Kevin Baxter with my co-host today, Intech Logistics President, Shelly Austin.
- 0:12SPEAKER_01: Hey Shelly.
- 0:13SPEAKER_01: Hi, Kevin.
- 0:15SPEAKER_01: And today we're talking about uh the future or maybe the present or somewhere in between autonomous vehicles in freight, specifically Dreage with uh the founder and CEO of Humble Robotics, AL Co.
- 0:29SPEAKER_01: And AL, thanks very much for uh taking the time to speak with us.
- 0:33SPEAKER_01: Thanks for having me.
- 0:35SPEAKER_01: Uh and so uh to get started, we always like to uh get a little background on our guest and uh and I think the your background will sort of dovetail into uh what you're doing uh right now.
- 0:48SPEAKER_01: So uh so tell us uh a little bit about yourself and and what got you to uh where you are now.
- 0:55SPEAKER_02: Yeah, so I I founded Humble about one year ago, um, but it's been a long journey to get here.
- 1:00SPEAKER_02: Uh so for me it's been uh now a 22-year career, all in the all working on uh uh what we call deep tech, hard technologies, you know, trying to develop uh state-of-the-art uh technology in the Bay Area.
- 1:14SPEAKER_02: So I spent the first half of my career doing electrification.
- 1:17SPEAKER_02: So that was solar farms, electric vehicles.
- 1:20SPEAKER_02: Uh I did some industrial electric vehicles, some passenger car, even uh even defense, military.
- 1:26SPEAKER_02: Uh and this was in the early days of Tesla.
- 1:28SPEAKER_02: So this is kind of like when uh electrification was kind of like new and and and uh lithium-ion batteries had just sort of come on come on the scene, and we were trying to figure out all the applications that we could put uh batteries into.
- 1:40SPEAKER_02: It was a very fun time, it was very uh exciting for me in my career.
- 1:44SPEAKER_02: Uh and I was uh I'm an engineer by background, so I was doing engineering on all these topics.
- 1:49SPEAKER_02: And about 10 years ago, um I got excited about some of the new sensor technology we were seeing.
- 1:55SPEAKER_02: So that was uh better cameras, these uh uh better radar, uh, and then these now a lot more common, but at the time very new sensors came around, LIDAR, which was able to see the world in a little bit more of a three-dimensional kind of context.
- 2:10SPEAKER_02: And uh that technology led me to working on autonomous vehicles.
- 2:15SPEAKER_02: And uh again, I got my start in autonomous vehicles when when that industry was new and and people were trying to figure out how it would work.
- 2:23SPEAKER_02: But I was particularly attracted to the freight problem, which uh, you know, most of the most of the effort in in AVs has gone into making robotaxis, right?
- 2:33SPEAKER_02: And but I was really excited about the freight problem.
- 2:36SPEAKER_02: Uh I have uh my family's worked in logistics, uh, my you know, just you know, freight is a very fascinating space.
- 2:44SPEAKER_02: One of my one of my longtime mentors always uh said, you know, everything around you is brought by a by a truck, right, to some degree, everything you see around you.
- 2:51SPEAKER_02: And so it it was interesting and and uh I just you know found myself in it.
- 2:57SPEAKER_02: Uh I joined a company called Auto, which uh had done a uh in 2016 it had done a uh a driverless run um that was 120 miles in Colorado.
- 3:09SPEAKER_02: And that that company sort of set the, I would say it was set the foundation for doing a Thomas Freight.
- 3:16SPEAKER_02: And then I've been working on this space ever since.
- 3:19SPEAKER_00: Very cool.
- 3:21SPEAKER_01: And so now it's uh humble robotics.
- 3:24SPEAKER_01: And uh tell us about how you got to the point where you decided to start your own company and and really tackle this particular aspect of the freight journey.
- 3:37SPEAKER_02: So so a lot of the work that I've done in my career in the freight side has been in long haul trucking.
- 3:42SPEAKER_02: And I spent, I spent, uh, there's many companies working on the long-haul trucking problem.
- 3:45SPEAKER_02: And that's where most of my effort has gone into.
- 3:48SPEAKER_02: And along the way, um, as you're learning more and more about the freight market, uh, I became aware of intermodal and I became aware of generally shorter moves that were happening in freight.
- 4:01SPEAKER_02: Uh, and I started wondering about what solutions would exist in the future to serve those markets.
- 4:08SPEAKER_02: Uh, and there are, you know, to from from my cursory view, I didn't see a lot of work being done in those spaces.
- 4:14SPEAKER_02: But I think um, you guys are the experts, so you tell me also, but we see we saw the same kind of capacity issues uh hitting intermodal hitting intermodal, hitting sort of the shorter moves that we see in the long haul side.
- 4:26SPEAKER_02: Uh, and I wanted to come up with a solution to address that and sort of uh you know have a little bit of a future vision.
- 4:33SPEAKER_02: And I I started wondering, okay, you know, given where technology is today and all the advances that we've made on sensors and computers and and uh intelligence for for robots, you know, how could we rethink the vehicle itself?
- 4:47SPEAKER_02: You know, what is the what is the simplest vehicle that we could create with uh with where the technology is?
- 4:54SPEAKER_02: Uh and then I became aware of the AGVs in uh in uh Long Beach at Long Beach Container Terminal, uh, which were effectively these flat platforms that were moving for eight foot containers.
- 5:03SPEAKER_02: Um within they were doing that within the terminal, but they were very interesting.
- 5:08SPEAKER_02: Uh and I was okay, I said, okay, like that technology is here and it's working.
- 5:13SPEAKER_02: Um, what if we took that concept and extended it beyond the boundary of the port?
- 5:19SPEAKER_02: What if we said, hey, there's this vehicle that is working effectively in the terminal and helping with the capacity issues?
- 5:26SPEAKER_02: You know, what if we took that outside the port uh and and served on public roads and went to distribution centers, warehouses, et cetera?
- 5:32SPEAKER_02: And Humble was bored from that concept.
- 5:37SPEAKER_01: And uh and so you kind of hinted at it a little bit about the the design, but um uh I was coming across some different different coverage.
- 5:45SPEAKER_01: One one of the uh one of the headlines said weird on it.
- 5:49SPEAKER_01: And uh because it, I mean, it's not something that you expect when, but it also looks a little sci-fi in terms of uh things that you might have seen on minority report 20, 20 some odd years ago, things like that.
- 6:02SPEAKER_01: Um so how did you settle ongoing with that that cabless, driverless look and and take us through a little bit more about what it what it actually looks like?
- 6:12SPEAKER_02: Yeah, so I so at its core, it's just a flat platform, right?
- 6:15SPEAKER_02: And and it's designed the the version that we that you'll see in the press is designed for 40-foot containers or any, or or really any freight load that would fit on a 40-foot flat chassis, right?
- 6:27SPEAKER_02: That's the that's the way to think about the platform.
- 6:29SPEAKER_02: Um, along the way, we we you know we added uh features that we felt were necessary for safety or efficiency.
- 6:37SPEAKER_02: Um, but at its core is just this flat platform.
- 6:39SPEAKER_02: It's autonomous and it's electric.
- 6:41SPEAKER_02: Uh and the the you know, I talked about those AGVs.
- 6:44SPEAKER_02: I don't know if everyone, uh one of your listeners is familiar with AGVs, but they're moving generally fairly slow within the port terminal complex.
- 6:52SPEAKER_02: You know, what we've done with this platform is we can we can drive it up to highway speeds.
- 6:56SPEAKER_02: Uh so when you drive at highway speeds, you need to think about aerodynamics to some degree, and that is how you get that front, that front uh uh shell.
- 7:05SPEAKER_02: So we call that a shield, but a front the front shield that sits in the front.
- 7:09SPEAKER_02: Um and yeah, it looks a little sci-fi.
- 7:12SPEAKER_02: Uh one of my one of my colleagues found a um a uh art rendering from a movie called Logan uh from what it was like 2016 or something.
- 7:22SPEAKER_02: Logan had uh a fairly similar concept in the movie.
- 7:26SPEAKER_02: So so yeah, you've seen you've seen things like this in sci-fi, but you know, the the reality is the technology is available today and and it's it's working technology.
- 7:35SPEAKER_02: It's technology that I've been developing for the last 10 years alongside with the rest of the industry.
- 7:39SPEAKER_02: And so we can apply it to uh uh interesting uh quote unquote weird vehicles as well.
- 7:47SPEAKER_00: So as we talk about the design of it, and I think this is where I wish we, you know, could screen share.
- 7:52SPEAKER_00: Um, or or put, you know, we can put some video on.
- 7:54SPEAKER_00: Yeah, well, we need to put some video because everybody's gotta see this, right?
- 7:57SPEAKER_00: I mean, that that's that but when we talk about, and when you and I first started talking, you know, my my biggest concern, and one of the things we spend so much time in the in the intermodal space is weight.
- 8:10SPEAKER_00: And a lot of people have tried to do more um, you know, um eco-friendly, more sustainable type of transportation for drainage, but it always lends to heavier.
- 8:20SPEAKER_00: Um, and then you have to, you, you have to cut or haul less freight.
- 8:25SPEAKER_00: Um, one of the things, and it's just, you know, one of the many things that is are super exciting about where this future technology is coming is the weight of this.
- 8:35SPEAKER_00: I mean, you it almost is, I mean, it is, it's not almost, it brings a further level of benefit that you can add to the intermodal space because you know, we always run into these situations where we have to haul a little less weight than truckload because of the weight of the tractor, the weight of the chassis, and all of those.
- 8:55SPEAKER_00: So tell us uh a little bit about the weight and how that brings such a benefit to the move of the freight as well.
- 9:01SPEAKER_02: That was a core part of the design for me.
- 9:03SPEAKER_02: And and part of this, you know, freight is a very um, it's a very partnership ecosystem, right?
- 9:08SPEAKER_02: So, you know, as we were designing the vehicle, we went and talked to, you know, many people in the space uh uh just to get a sense of kind of what was important.
- 9:17SPEAKER_02: And we heard about this weight issue.
- 9:19SPEAKER_02: Um and when you think about this flat platform that drives itself, right?
- 9:24SPEAKER_02: It's kind of like a trailer that drives itself, is one way to think about it in a really simple way.
- 9:29SPEAKER_02: The trailer driving itself means that we have condensed a tractor and a trailer into a single platform, right?
- 9:35SPEAKER_02: And then because we don't have the cab on it, um, there's some weight reduction there.
- 9:39SPEAKER_02: It's electric, so we've added some weight back with the batteries.
- 9:42SPEAKER_02: And um, you know, there's some design trade-offs we have to make there.
- 9:46SPEAKER_02: But the net result of all that work and the combination there is that we can take more weight.
- 9:51SPEAKER_02: Um, and that'll evolve for us too.
- 9:53SPEAKER_02: We'll, you know, next versions of the vehicle will explore lighter materials.
- 9:57SPEAKER_02: But, you know, one exciting aspect for me and and and helping serve the industry was hey, can we reduce the total weight of the vehicle so that we could potentially either carry more cargo or carry the same amount of freight, but be safer, right?
- 10:11SPEAKER_02: Because less weight is actually safer, right?
- 10:13SPEAKER_02: Absolutely.
- 10:14SPEAKER_02: The vehicle could stop faster and you know, less total energy in the system.
- 10:19SPEAKER_00: Absolutely.
- 10:21SPEAKER_01: So it is called the humble hauler, by the way.
- 10:24SPEAKER_01: That we didn't we didn't actually name the the vehicle that's uh out there right now.
- 10:28SPEAKER_01: So so where are we at?
- 10:30SPEAKER_01: Yeah.
- 10:30SPEAKER_01: Where are we at in terms of the uh the the release?
- 10:35SPEAKER_01: I know we we just had uh uh a couple of like a month or two ago, the the pilot was announced.
- 10:40SPEAKER_01: So what is the pilot and then and then what do you see in terms of uh timeline on this?
- 10:46SPEAKER_02: Yeah, so we have our first vehicle that we have developed.
- 10:50SPEAKER_02: It's it's uh it's a working, what I call a working prototype.
- 10:53SPEAKER_02: So so the the if if you show a video later to your listeners, uh you know, you'll see that that in that video, that is a real vehicle that we have.
- 11:02SPEAKER_02: Um, and that vehicle drives, is capable of driving.
- 11:05SPEAKER_02: Now, we on our side have to validate the performance of that vehicle, and so that's what we're doing today.
- 11:11SPEAKER_02: So we are we're validating the autonomous operation, the brain of it, we are validating the specifications of it, uh, and then we put it on a pilot.
- 11:20SPEAKER_02: Um and a pilot uh for this vehicle is is a is a relatively simple A to B move that we are going back and forth with, um which is kind of the intent of the vehicle, right?
- 11:29SPEAKER_02: Like if you if you look at again, I I'll keep referencing those AGVs because they're really they're kind of a little bit of the inspiration for the project.
- 11:36SPEAKER_02: If you look at AGVs, what they're doing is they're moving containers from stack to stack at Long Beach, container terminal and international international locations.
- 11:43SPEAKER_02: It's the same kind of concept, right?
- 11:45SPEAKER_02: We're trying to move freight A to B back and forth with this vehicle and have that just be kind of repetitive, reliable uh service.
- 11:52SPEAKER_02: And so that's where our pilots go, and that's what we're developing the technology uh and validating the technology to do.
- 11:58SPEAKER_02: And then as soon as it's validated, we will start the the commercialization efforts on it.
- 12:04SPEAKER_00: So my guess is um you're very popular these days because when we first spoke, it it was still uh amazing, and there was there's a need for the driverless, and there was a driver shortage, and you know, there was there were those things that are have been lingering out in our world.
- 12:21SPEAKER_00: Um now it's even more um exciting, I would think, and more uh uh of demand when you see the challenges that the trucks face.
- 12:31SPEAKER_00: Now I know that that's a challenge for like people immediately think uh long-haul trucking.
- 12:37SPEAKER_00: But what the challenges in truck right now are not just long-haul trucking, the challenges in truck are for any any trucking, um, including intermodal.
- 12:45SPEAKER_00: And so I, you know, there's there's this capacity situation because of all of the non-domicile, the CDL schools that are getting taken out of the market, the the higher fuel.
- 12:58SPEAKER_00: Uh so with all of those coming into play here recently, um are you seeing like this massive excitement for for you to be able to launch this maybe sooner than later?
- 13:10SPEAKER_02: Yeah, for sure.
- 13:11SPEAKER_02: I uh all those all those things you just mentioned are you're seeing the same thing that I'm seeing.
- 13:16SPEAKER_02: Um the the fuel, the um the capacity issues, they're all driving a lot of demand and excitement for our solution.
- 13:25SPEAKER_02: You know, we move very fast as a company.
- 13:27SPEAKER_02: You know, we develop this entire vehicle and solution in six months, right?
- 13:31SPEAKER_02: This is a that's very that's very fast in our industry and trucking in in general.
- 13:36SPEAKER_02: Uh and uh so we are racing to get it to market because we think that'll help.
- 13:41SPEAKER_02: I I kind of I kind of see our solution as uh a valuable piece of equipment in the tool chest of logistics, right?
- 13:47SPEAKER_02: And so because of that, it's it's just one more one more ability that we have to kind of help solve some of these supply chain capacity issues.
- 13:55SPEAKER_02: Uh and yeah, we yeah, we're getting a lot of requests for it right now.
- 13:59SPEAKER_00: It's very cool.
- 14:00SPEAKER_00: So uh again, I Kevin's used to this.
- 14:03SPEAKER_00: I go completely off script.
- 14:05SPEAKER_00: So apologize if if we're not hitting where you thought we would.
- 14:08SPEAKER_00: But so yeah, yeah.
- 14:09SPEAKER_00: So so you you know you've got this launch, you've got this beta, and again, I'm not trying to rush, but so you're starting out with a 40-foot container.
- 14:17SPEAKER_00: What are your plans at uh once you see the success in that space?
- 14:21SPEAKER_00: Kind of what's what what's the future hold as to where you want to progress?
- 14:26SPEAKER_02: So we have two products that we have in mind, right?
- 14:28SPEAKER_02: One is this 40-foot mover that you see, and another is a 53-foot mover.
- 14:32SPEAKER_02: Uh and uh we started with a 40-foot mover because it's a simpler product, right?
- 14:38SPEAKER_02: The total length of the vehicle is is shorter.
- 14:41SPEAKER_02: Um, the the vehicle that we have created is not articulated for a 40-foot version.
- 14:46SPEAKER_02: For a 53-foot version, it has there's some there's some constraints we have on the vehicle side that we have to develop.
- 14:52SPEAKER_02: So that's our second product, and we're working on that one today.
- 14:55SPEAKER_02: And we will probably see a similar timeline, you know, uh a relatively fast development of a 53-foot solution.
- 15:01SPEAKER_02: But that's because we spoke to, we you know, we're speaking across the industry, and we are finding uh a lot of excitement for our solution for both 40s and 53s.
- 15:11SPEAKER_02: Uh so we're you know addressing the customer demand with that second product.
- 15:16SPEAKER_00: Yeah, that's exciting.
- 15:18SPEAKER_01: So when you look at uh drayage versus long haul, um, one of the limitations obviously has been range and charging infrastructure, all of those things.
- 15:28SPEAKER_01: It it's always felt like like Dreyage has a little bit of an advantage on on that front because if you're using ports, you just set up the infrastructure at the port uh to charge, things like that.
- 15:40SPEAKER_01: So where are you at in terms of both that charging infrastructure and what kinds of chargers you need, and also um the range that you have uh for this prototype, first of all.
- 15:55SPEAKER_02: We really designed the vehicle around this idea of doing short and regional hauls.
- 16:00SPEAKER_02: And we define those internally as less than 150 miles, which you know, some drage goes beyond the 150 for sure.
- 16:06SPEAKER_02: Um but the way that we thought about the vehicle was okay, like let's let's hit this radius of 150 miles around uh around infrastructure where we can maintain the vehicles, charge the vehicles, et cetera.
- 16:18SPEAKER_02: And that's how we got to the 200 mile range.
- 16:20SPEAKER_02: We'll probably explore other other ranges for the vehicle in the future, larger battery pack, smaller, even depending on customer use cases.
- 16:28SPEAKER_02: Uh but electric really suits itself well to shorter moves, right?
- 16:34SPEAKER_02: You know, if you're doing long-haul trucking and it's an electric vehicle, that requires a substantial amount of charging that uh you know, you that has to be built out.
- 16:43SPEAKER_02: That's that's that's big infrastructure.
- 16:45SPEAKER_02: Um, but for shorter moves, imagine that we have like uh an intermodal move to a transloading facility that's only a few miles away from the port, right?
- 16:53SPEAKER_02: And we have a 200-mile range.
- 16:54SPEAKER_02: Well, we could do that all week long and then go and then go uh charge at the port.
- 16:59SPEAKER_02: Uh what we're finding is uh you know the the charging infrastructure in the country broadly is growing actually pretty substantially.
- 17:08SPEAKER_02: We're seeing you know new entrants in the space with Tesla Semi and you know the just other electric trucks that have come on the market.
- 17:15SPEAKER_02: Um there are companies out there that have been creating uh charging depot solutions, basically like all in one area as a combined depot charging, uh other things that we might need, inspections on the vehicle, maintenance.
- 17:28SPEAKER_02: Uh and so we're gonna leverage all that to uh to to make sure that the the vehicle is successful in a customer, in a customer use case.
- 17:36SPEAKER_02: Uh one one thing that I tell our potential customers is you know, don't worry about the charging, or at least let us worry about the charging with you.
- 17:45SPEAKER_02: Like let's not just make this your problem, uh, which I think is a bit appreciated.
- 17:49SPEAKER_02: And it just comes from my mindset that you know what what you want to do with a new solution like this is just have like the lowest possible amount of friction and introducing it, right?
- 17:58SPEAKER_02: Like you want to make sure that the the the performance of the vehicle is outstanding, the use case works, the the charging, the things like charging are thought through in a in a well way, not as an afterthought.
- 18:10SPEAKER_02: I hear, by the way, I hear stories all the time of of uh people buying electric trucks and then realizing they don't have the charging infrastructure, and they're like, wait, what do I do now?
- 18:18SPEAKER_02: Right?
- 18:18SPEAKER_02: They're charging it off like you know, like wall outlets or things like that, right?
- 18:21SPEAKER_02: Like that's not that's not really practical.
- 18:24SPEAKER_02: Uh so it's it's something that we spend um a lot of company time on is thinking about how to make sure that their charging solutions are where they need to be uh for our customers.
- 18:34SPEAKER_00: So now I know they're they're out there.
- 18:37SPEAKER_00: The the driverless, let's say Uber or Lyft or whatever or Guaimo.
- 18:42SPEAKER_01: Waymo is pretty big now.
- 18:43SPEAKER_01: Right.
- 18:43SPEAKER_01: It's starting to expand more.
- 18:45SPEAKER_00: But I haven't seen too many of them as I travel and unfortunately have traveled a lot lately.
- 18:49SPEAKER_00: Um so my question is are there particular state issues that you're running into um as far as regulations of being able to have the driverless vehicles in on the roads?
- 19:03SPEAKER_00: And kind of what what kind of things are are there in state by state for you to overcome to be able to continue to branch this out?
- 19:12SPEAKER_02: That's a great question.
- 19:14SPEAKER_02: The regulatory landscape in freight is is constantly shifting, actually.
- 19:18SPEAKER_02: The Thomas Freight is constantly shifting.
- 19:19SPEAKER_02: Actually, in freight broadly, I would say.
- 19:22SPEAKER_01: We're just talking about that, right?
- 19:23SPEAKER_00: Yeah, just you know, every other day.
- 19:25SPEAKER_00: But yeah.
- 19:26SPEAKER_02: Yeah.
- 19:27SPEAKER_02: Just include clear court rulings, new laws.
- 19:29SPEAKER_02: Okay.
- 19:31SPEAKER_02: It makes it interesting, at least.
- 19:32SPEAKER_02: Um, and so, you know, for just like for every other freight application, we have state-by-state laws that we have to meet.
- 19:39SPEAKER_02: And state different states have different regulations around autonomous, autonomous trucking.
- 19:43SPEAKER_02: But broadly speaking, uh, we've seen a positive trend in in enabling autonomous freight.
- 19:50SPEAKER_02: Um uh so Texas has been, you know, probably the state with the most activity in autonomous freight.
- 19:55SPEAKER_02: Uh, a lot of the long-haul trucking companies are are are based, are are operating out of Texas at the moment, Dallas to Houston or somewhere in the Golden Triangle.
- 20:05SPEAKER_02: Um and uh uh the the regulatory for you know, for our vehicle, the regulatory landscape is interesting because it's a unique design.
- 20:15SPEAKER_02: So for that, we work we work at the federal level.
- 20:18SPEAKER_02: We work with um uh NHTA and Department of Transportation.
- 20:22SPEAKER_02: Uh and you know the goal in working with them is to make sure everyone agrees that we have a safe product on the road that meets the correct performance requirements that any vehicle on the road must meet.
- 20:35SPEAKER_02: Um and then we look at state-by-state laws and and and try to work with uh regulators to understand their concerns.
- 20:41SPEAKER_02: Something something that's really important about doing a uh putting any robot on the road is having a good relationship with regulators and and speaking to them about what we're doing.
- 20:52SPEAKER_02: And you know, you're speaking in some ways when you speak to them, you're speaking to the public, right?
- 20:57SPEAKER_02: You're trying to make a statement about the safety and and the validity of what you're doing.
- 21:02SPEAKER_02: Uh recently we've seen laws change in California, for example, on on allowing autonomous freight.
- 21:08SPEAKER_02: Um that that's uh that's a recent change in the last the last couple of weeks.
- 21:12SPEAKER_02: So the landscape is constantly shifting on us, and we're just stay aware of it and try to make sure we're complying with all the right laws and regulations that are required of us.
- 21:21SPEAKER_00: Okay, and so I I'm the one with a hard stop, and I'm just gonna keep talking.
- 21:24SPEAKER_00: So um this is just fascinating to me.
- 21:27SPEAKER_00: You know this.
- 21:28SPEAKER_00: We've talked a few times.
- 21:29SPEAKER_00: Um, and and if I ask something that I I you can't answer, I shouldn't ask.
- 21:33SPEAKER_00: That's that's totally cool too.
- 21:35SPEAKER_00: So we we think about this, and in your your idea kind of came from the ports and in and their little moving units in in the ports.
- 21:42SPEAKER_00: So ports are definitely uh a big highlight for you, especially with the 40s.
- 21:47SPEAKER_00: And then as you venture into the 53s, um, now you get to deal with the railroads and you get to deal with all of their ramp requirements and rules.
- 21:54SPEAKER_00: So I'm just sitting here thinking, I'm going to different places here, so forgive me.
- 21:59SPEAKER_00: Um so I'm just sitting here thinking about um, you know, the UIIA and all of the certifications, the TWIC and the ports, and all these different certifications and think requirements to enter into these in and out of these areas.
- 22:12SPEAKER_00: But a lot of those have to do with driver compliance.
- 22:18SPEAKER_00: So, so my my brain is thinking, okay, well, what's the new world on the compliance to get in and out of the ports without a driver?
- 22:26SPEAKER_00: And then I'm going to the ramps with the with the railroads.
- 22:30SPEAKER_00: And I'm thinking, you know, you have to be UI certified.
- 22:33SPEAKER_00: And we we sell all that, right?
- 22:35SPEAKER_00: Because we're selling, hey, our freight on intermodal safer because we have this extra layer of compliance that's checking drivers.
- 22:43SPEAKER_00: But this isn't, these are not drivers.
- 22:45SPEAKER_00: So then what's the new world of what what you what these units are going to have to do to get in and out of the ramps because everything's biometrics, checking a driver's safety and this and that, and the other.
- 22:55SPEAKER_00: Now, a lot of it has to do with, you know, equipment um variability as well, the the, you know, the good equipment, but a lot of most of it it has to do with, you know, approving that driver to go in and out.
- 23:06SPEAKER_00: So that's my first one.
- 23:07SPEAKER_00: Um, and then my second one is we talk about, you know, the stuff that's happening in the truck space and how that's increasing the excitement for what you're doing today.
- 23:16SPEAKER_00: But the other thing is, I mean, you've heard it, the increase in cargo theft um is just risen to levels that nobody ever thought it could rise.
- 23:25SPEAKER_00: And I hate to say it because I am a human being, but human beings are a lot of the source of that cargo theft.
- 23:31SPEAKER_00: So that has to be a huge win for you as well to get them in into that's probably why California is looking at that is to, hey, if we can take the driver component out of this, then then hopefully that will help us reduce our cargo theft.
- 23:44SPEAKER_00: Okay, promise.
- 23:44SPEAKER_00: I I'll off I'm off my soapbox now.
- 23:47SPEAKER_02: Yeah.
- 23:47SPEAKER_02: Well, so you know it's interesting for me.
- 23:50SPEAKER_02: Um, when when we were working on, when I was working on the long haul trucking side, we were mostly focused on the driving task, right?
- 23:55SPEAKER_02: And uh one interesting aspect of working at Humble is learning, you know, we talk about trying to go all the way to the dock, basically being able to back up until a loading dock and and and have this vision of like a fully autonomous link, like a like an automated link for freight, right?
- 24:12SPEAKER_02: And I've been learning about all the human elements that happened along that path, like from you know, uh from uh, you know, what happens at the guard check, what happened, how do you navigate a depot, right?
- 24:26SPEAKER_02: Um uh and some of it is it really depends on uh the customer we're talking to.
- 24:31SPEAKER_02: Some of it's manual, some of it's automated, some of it's automated through cell phones.
- 24:34SPEAKER_02: But you know, I I joke that we're gonna put a uh a humanoid on our vehicle that will just look at the cell phone text that comes from uh the guard check.
- 24:43SPEAKER_02: But but it's so so there are there are these elements of a of a full freight move.
- 24:47SPEAKER_02: But as we know, drivers do a lot more than just drive, right?
- 24:50SPEAKER_02: And I think and and and we should respect that work because it's gonna be a good thing.
- 24:54SPEAKER_02: Absolutely like they they maintain the vehicles, they inspect them, right?
- 24:57SPEAKER_02: They they they deal with breakdowns.
- 24:59SPEAKER_02: Um so when we're thinking about creating these these short automated links, right, to to aid the market, it's it's thinking about how we make sure that we are thinking about some of those those solutions and problems as well.
- 25:12SPEAKER_02: Uh and there's a lot of them.
- 25:15SPEAKER_02: Like we we we find like new ones all the time, you know.
- 25:17SPEAKER_02: It's uh it's interesting the requests that we get from our customers.
- 25:20SPEAKER_02: But that's just part of the process of working and developing and engineering solutions.
- 25:24SPEAKER_02: Uh but I think where I would expect the industry to go is over time for both uh uh drivered and driverless uh vehicles, that a lot of the more manual uh tasks are automated in some way, you know, electronic verification of the vehicle, um, you know, uh just just solutions that I think will help will help sort of navigate to uh to a different kind of future.
- 25:49SPEAKER_02: Uh and uh and you had a second question there that I'm trying to remember.
- 25:54SPEAKER_00: No, I mean you kind of you you you you answered both really.
- 25:57SPEAKER_00: Um it was just the matter of how our railroads and ramp um structures and and compliance of getting in and out and the ports of getting in and out will change without having a a human uh drive.
- 26:09SPEAKER_00: Because they, to your point, the drivers do so many great things for us, right?
- 26:13SPEAKER_00: Um I did talk about cargo theft, which is not the great things.
- 26:16SPEAKER_00: Um, but I but that you know, I one of the things that I can think of that is related to the cargo theft is is our really valued drivers that we have working our freight are the ones that catch those intricacies on the seals, the seal exceptions.
- 26:30SPEAKER_00: You know, they're the ones that look at a seal and say, well, you know, the original seal was this, this seal numbers this.
- 26:35SPEAKER_00: I mean, that's not easy unless it's somebody actually visually looking at what seal's on there versus what was originally in the paperwork for what the seal was.
- 26:43SPEAKER_00: And seal exceptions are huge right now because of how much the cargo has increased.
- 26:48SPEAKER_00: You also meant, you know, just the pre-trip and post-trip inspection on containers, right?
- 26:52SPEAKER_00: I mean, there's some pretty bad containers out there.
- 26:55SPEAKER_00: Um, and those are going to get rejected and and they won't be able to be loaded.
- 26:59SPEAKER_00: So there's uh so many different things that drivers are doing that it's not just you developing just a skateboard that can move back and forth.
- 27:07SPEAKER_00: It's it's developing things that will meet the restrictions and criteria for the operating systems within our intermodal space.
- 27:14SPEAKER_00: And that's why I love intermodal so much, because it's it's not a point A to point B.
- 27:17SPEAKER_00: It is so many puzzle parts and pieces that you have to put together.
- 27:21SPEAKER_00: You're having to figure out every one of those puzzle parts and pieces to figure out how this can operate without that human.
- 27:27SPEAKER_02: Yep, yep, exactly.
- 27:28SPEAKER_02: You know, to the cargo, to the cargo security point, one of the one of the design choices that we made in this in the skateboards, you called it, right, is to have sensors all around the vehicle.
- 27:39SPEAKER_02: Um and uh, you know, the traditional, like what the long haul um autonomous players do is they they retrofit tractors with sensors, but the trailers are effectively whatever trailers they have.
- 27:50SPEAKER_02: Uh and so they can't they can't see all around the vehicle.
- 27:53SPEAKER_02: Uh and so for the cargo security uh security uh question, being able to see around the vehicle helps with that quite a bit, right?
- 28:00SPEAKER_02: We that's fancy.
- 28:01SPEAKER_02: We added those sensors around there so that we could navigate depots and and and loading docks um and back up and do things of that nature.
- 28:09SPEAKER_02: Uh, but it also helps with the cargo security case quite a bit as well.
- 28:13SPEAKER_00: That's actually fascinating.
- 28:15SPEAKER_00: I I would definitely highlight that.
- 28:20SPEAKER_01: Well, I would imagine the uh the tracking is also a a big part of this as well, that you have that built in uh to be able to track um real time wherever it's going as well, right?
- 28:32SPEAKER_02: That's right.
- 28:32SPEAKER_02: Yeah.
- 28:32SPEAKER_02: So we have, you know, we have uh we've designed into the platform not just where it is, but also to some degree how heavy it is, right?
- 28:40SPEAKER_02: So we have we have an understanding of the weight of the cargo and the weight on the axles.
- 28:45SPEAKER_02: Uh and it's just part of our thinking, like, okay, if we're gonna design a new platform for Freight, try to get all those features that that customers have been asking for embedded into that.
- 28:56SPEAKER_01: Yeah, these are things that are continually getting added to uh existing, you know, tack-ons to existing containers that that we're seeing more and more of the real time, the temperature monitoring, the weight monitoring, the whether the the uh containers have been opened or not, all that kind of stuff.
- 29:12SPEAKER_01: So so yeah, that's all interesting to consider.
- 29:15SPEAKER_01: So so when we're talking about Waymo and other things that you know, we may you may not have uh hopped in one of them yet, but they're they're in more and more markets now.
- 29:26SPEAKER_01: This timing really feels feels pretty good for you to to have them out there and have people getting used to seeing some driverless vehicles out there already uh to then be able to take that next step.
- 29:38SPEAKER_01: And it's not like the first time anyone's ever seen something uh without uh a human driver in it now.
- 29:45SPEAKER_01: Does that feel like you're you're hitting that at a good time, also?
- 29:48SPEAKER_02: I think Waymo really showed that the technology that we've been working on for the last 10 years, we all knew that it was possible, but we didn't know at what timeline.
- 29:56SPEAKER_02: And Waymo really showed that it it's possible.
- 29:58SPEAKER_02: And in San Francisco, where where I live, you know, Waymo's are an everyday occurrence.
- 30:04SPEAKER_02: Like it's it's like you, if I were to step out of my office right now, I would probably see three of them driving around.
- 30:09SPEAKER_02: And they do that every day, they do that safely, they do that um they they're they're taking passengers all across the city.
- 30:16SPEAKER_02: And that showed, uh, I think that shows that the technology is there and can scale, uh, and can scale.
- 30:24SPEAKER_02: Uh they're they're exploring now beyond San Francisco.
- 30:27SPEAKER_02: But if you come to San Francisco, you know, it's it's an everyday occurrence.
- 30:30SPEAKER_02: And actually, what happens a lot is that people take um their first Waymo ride.
- 30:34SPEAKER_02: Uh, I've seen this happen a few times because I have visitors come sometimes that just want to take a ride in a Waymo, like that's the whole purpose of their trip.
- 30:41SPEAKER_02: Uh, and they get into the Waymo and it's it's kind of boring.
- 30:45SPEAKER_02: Like it's it's like a it's not it's like exciting for a couple of minutes.
- 30:48SPEAKER_02: Like you're like, wow, like there's no driver in the front seat, and then it becomes a little bit of like okay, like you just get used to it and it's a nice safe ride and gets you to your destination.
- 30:57SPEAKER_02: But what it shows is that technology is possible and scalable.
- 31:01SPEAKER_02: Uh and uh it you know, it'll be a it'll be quite some time before you see a Waymo um uh you know everywhere, like in every single city and every single town.
- 31:13SPEAKER_02: And the same thing, the same's true for freight.
- 31:15SPEAKER_02: Like it'll be it'll take a lot of time.
- 31:16SPEAKER_02: I I think freight is incredibly variable, right?
- 31:19SPEAKER_02: Uh and so the when we think about, like I said, when I think when I think about autonomous freight, it's it's it's ready now in the sense that the technology is there, uh, but it's a tool, it's just one piece of a logistics puzzle.
- 31:32SPEAKER_02: It's not like uh overnight, you know, just like overnight there's not a million Waymo out there.
- 31:38SPEAKER_02: It's not like overnight there'll be a million autonomous trucks.
- 31:41SPEAKER_02: It's just one more tool in the kit to help with the capacity issues.
- 31:45SPEAKER_01: Oh so a hesitation that people have is the the idea that there's there's no driver, there's concerns about safety, even though uh, you know, so far autonomous uh the safety record there is a lot better than the you know human error element uh out there of driving.
- 32:02SPEAKER_01: But um how do you uh assuage that concern when people come to you and say, like, yeah, but what if what if something goes wrong?
- 32:13SPEAKER_02: Yeah, we just talk about the rigorous process that we have to go through to to validate the the vehicle and the system.
- 32:19SPEAKER_02: Um the bar that we set for ourselves is incredibly high.
- 32:23SPEAKER_02: And I think the bar the public sets on autonomous vehicle companies in general is is incredibly high.
- 32:28SPEAKER_02: And you know, we used to we used to have a standard that we would talk about, which is like, well, it just has to be safer than a human.
- 32:34SPEAKER_02: But I actually think the public demand's even higher than that.
- 32:36SPEAKER_02: Um and and both that's both true in both Robotaxi and and Frey.
- 32:40SPEAKER_02: It's just my personal, my personal opinion is you know, we're putting we're putting something out into the world.
- 32:46SPEAKER_02: It just has to be the highest standard of excellence, and that's a core value and trait of the company.
- 32:52SPEAKER_00: So have you done anything on, and unfortunately, our business is still a bit archaic on paperwork, right?
- 32:58SPEAKER_00: Um and and some of the things that are required are the bill of lading, the pod.
- 33:03SPEAKER_00: Um, you know, and and have you done anything to try and um improve that process?
- 33:10SPEAKER_00: Now, I know when you go into the port, you don't necessarily pick up paperwork from the port, but if you were picking up at a ship or going to the port, you you would have a different requirement there.
- 33:19SPEAKER_00: So have you guys have you have you thought about the these darn pieces of paper that people live and die by still in our transportation industry?
- 33:29SPEAKER_02: Yeah, we're we're thinking through that one.
- 33:30SPEAKER_02: I mean, I think we we uh we know, right?
- 33:33SPEAKER_02: We know that there's still paperwork and actually like physical paper, and um, you know, it's it it goes hand in hand with that earlier question around you know, some of the very, very manual elements, very analog elements, I'll say, that still exist in freight.
- 33:47SPEAKER_02: But I think overall the industry will will move towards electronic solutions because it just makes a lot more sense.
- 33:52SPEAKER_02: Easier to track, paper gets lost, you know, gets destroyed.
- 33:56SPEAKER_02: It's like all all the all the challenges that you have with like physical objects in the world, um, you know, those uh those will will I feel like they'll have to go away at some point.
- 34:05SPEAKER_02: So we just we'll just keep working with the industry on those kinds of challenges.
- 34:08SPEAKER_00: Is there a way in the current unit today to to scan paperwork?
- 34:11SPEAKER_00: So like it's not a driver collecting something, but it scans and it and it has that in the repository to be able to feed.
- 34:17SPEAKER_00: Is it is that currently in the design or is that future design?
- 34:20SPEAKER_02: Well, we have the cameras on the vehicle, and so we we can we can read, you know, the cameras are facing outside, and so we can actually like read paperwork.
- 34:27SPEAKER_02: We have two-way communication on the vehicle so that you can actually talk to the vehicle and have, you know, we can have a remote, uh, a remote operator talk back, right?
- 34:35SPEAKER_02: So there's there's tools like that to help with some of the manual elements.
- 34:38SPEAKER_00: Because I I honestly think that more people than not would be accepting to that because we're what we find is just too many issues with, oh, it wasn't legible, oh, it was torn, oh, it was crumpled up, or you know, or it got left at the J and J or coffee got spilled on it, you know, the all these different things that if you were just scanning the image, there it's a lot clearer and you can still have that requirement that you're looking for.
- 35:04SPEAKER_01: So you mentioned you mentioned customer, uh, customers a few times.
- 35:08SPEAKER_01: So what types of companies are are showing interest?
- 35:13SPEAKER_01: Are are we talking about shippers?
- 35:15SPEAKER_01: Are we talking about logistics companies, uh trucking companies, or other kinds of startups that are maybe looking to make this their their whole type of business?
- 35:24SPEAKER_01: Uh what types of companies are into this right now?
- 35:27SPEAKER_02: Pretty much all pretty much all of the above, I would say.
- 35:29SPEAKER_02: Um I think I think some shippers have been excited about working with us directly.
- 35:33SPEAKER_02: Uh some carriers are looking at you know a new like new piece of equipment and how how it factor into their operations.
- 35:40SPEAKER_02: Um uh I think some of the logistics companies have a really great broad view of the market, so they have a good understanding of how this can fit into the logistics puzzle, right?
- 35:50SPEAKER_02: Uh and so we've been talking to um you know as many people as our little company can uh can can support.
- 35:56SPEAKER_02: Uh and yeah, the the the interest has been really high, as you can imagine, right?
- 36:01SPEAKER_02: I think um I think what what we have found is that there are a lot of uh well, people are interested in the solution for different reasons, and so that's been kind of interesting, right?
- 36:11SPEAKER_02: It's not just been about um the cost of moving freight necessarily, but it would be around like there's there's a lot of people interest excited about the electric side and and having a more uh sustainable solution there.
- 36:22SPEAKER_02: Um there's a lot of I I've been surprised at how many truckload use cases there are um that are actually suitable for the vehicle moving, moving just in sort of like a repetitive back and forth.
- 36:32SPEAKER_02: You know, think like think like a factory to distribution center kind of kind of use case.
- 36:36SPEAKER_02: Um but yeah, we've we found a lot of um a lot of interest.
- 36:39SPEAKER_02: It's early days for us on the on the customer side, but um yeah, we uh our my general philosophy is we talk to everyone because that's the way you learn how to build the best possible product.
- 36:49SPEAKER_00: Have you have you looked at um just straight yard management?
- 36:54SPEAKER_00: Like the spotting.
- 36:55SPEAKER_00: Um it seems like that's such a good use case.
- 36:57SPEAKER_00: The only thing I can think of is um the spotters have to be so small, and and this is a smaller unit, just to get get maneuver in and out of places to to put things in and out.
- 37:08SPEAKER_00: Um, but then the other part of it is they're hooking up to a trailer um on either wheels or to chassis, and this is kind of different than that.
- 37:17SPEAKER_00: So I I think that, you know, it's interesting um what what could be developed in the yard jockey space um for yard management, because there that's just straight repetitive, right?
- 37:28SPEAKER_00: I mean, that's just bam, bam, bam, um, very systematic, very operated.
- 37:32SPEAKER_00: And I think that would be hugely beneficial for a lot of these big um DCs that are managing these massive yards.
- 37:40SPEAKER_02: Yeah, stay tuned.
- 37:41SPEAKER_02: We have uh we have some uh cool stuff to announce there in the in the next six months.
- 37:45SPEAKER_00: Love it.
- 37:45SPEAKER_01: Yeah.
- 37:47SPEAKER_01: Oh, so what is your uh, I mean, obviously timelines are are tough to nail down with anything, but uh what's your ideal uh outcome of being able to get through approvals, uh, you know, work through the pilots, feel like you have a vehicle that's ready to to work at scale, and and where do you see it in um let's say five years from now?
- 38:11SPEAKER_02: Oh, five years.
- 38:13SPEAKER_02: Well, I, you know, we're uh we take it year by year.
- 38:16SPEAKER_02: Um, but the first year, this the company's existed, like I said, for for about a year.
- 38:20SPEAKER_02: Uh and so the first year was developing the first vehicle, the first product.
- 38:24SPEAKER_02: Uh over this next year, we'll develop other products um similar to what Shelly just uh mentioned, in fact.
- 38:30SPEAKER_02: Uh so we're developing our other products based on the technology that we, the core technology that we have here at Humboldt.
- 38:35SPEAKER_02: And then you know, we will scale, we will scale on that those products.
- 38:40SPEAKER_02: And um, you know, five years, we expect uh we expect our vehicles out there moving freight um across the nation, um, multiple states, multiple use cases, uh uh on ports, on public roads, uh in yards.
- 38:54SPEAKER_02: Uh that's the the company is um uh the company moves very quickly, and uh we have an amazing team here.
- 39:01SPEAKER_02: So it's it's just about trying to find solutions for our customers as quickly as possible.
- 39:06SPEAKER_01: But I said five years, but uh taking off of my taking off the five year part.
- 39:12SPEAKER_01: When do you think that that first wave is gonna be uh if everything goes according to your you know best best laid plans, I guess.
- 39:20SPEAKER_01: Uh when do you see that first wave kind of being out there that that people will really in even in one market start to see this a little bit?
- 39:27SPEAKER_02: Oh in the next in the coming months, yeah.
- 39:28SPEAKER_02: You'll see that within this year.
- 39:30SPEAKER_01: Okay.
- 39:31unknown: Yep.
- 39:31SPEAKER_02: Yeah.
- 39:31SPEAKER_01: See, I didn't want to limit it to the five years.
- 39:33SPEAKER_01: I was like, I'm not setting setting too much of a timeline there.
- 39:38SPEAKER_01: Uh so uh for people uh whatever type of company uh might be interested, uh, where can people go to learn more?
- 39:45SPEAKER_02: So you can visit our website, humble robotics uh.ai.
- 39:49SPEAKER_02: Um, you can uh you can find me a variety of ways.
- 39:52SPEAKER_02: Uh I we we love talking to everybody, and I uh I'd be eager to just keep talking to more and more of the industry, shippers, carriers, logistics companies, ports.
- 40:02SPEAKER_02: Um, because we want to make sure that we're designing all, we're designing whatever is needed into our solutions that the industry needs.
- 40:10SPEAKER_02: And you know, for us, it's about supporting the use cases that that uh that the industry has and supporting the capacity challenges that we have at the moment.
- 40:18SPEAKER_01: Great.
- 40:19SPEAKER_01: Hey all, thanks very much for taking the time to speak with us.
- 40:22SPEAKER_01: Thank you.
- 40:22SPEAKER_01: Great conversation.
- 40:23SPEAKER_01: I appreciate it.
- 40:24SPEAKER_00: Thank you.
- 40:24SPEAKER_00: Take care.
- 40:27SPEAKER_01: So it sounds like the future is almost now.
- 40:30SPEAKER_01: Uh I mean, he's talking about months that we that we're actually gonna be uh potentially seeing these out uh on roads around ports.
- 40:38SPEAKER_00: Oh, I know.
- 40:39SPEAKER_00: It's just fascinating.
- 40:39SPEAKER_00: And you you crack me up, you called out minority report, and I'm like, oh my gosh, somebody else.
- 40:44SPEAKER_00: I'm I'm not that as old as well.
- 40:45SPEAKER_00: Yes, I am that old, but you're right there with me, Kevin.
- 40:47SPEAKER_00: So good job on the thing.
- 40:48SPEAKER_01: Spielberg is coming out of the movie that's uh releasing this Friday, disclosure day.
- 40:51SPEAKER_01: So you know.
- 40:52SPEAKER_00: But it does feel like that.
- 40:53SPEAKER_00: I mean, we're you know, the Tom Cruise movie and and you just everything was was very automated and driverless and autonomous, and you know, I we're we're starting to actually see that.
- 41:03SPEAKER_00: So um it it's super exciting uh that um Humble decided to focus on the intermodal space because usually intermodal is the last place to focus.
- 41:12SPEAKER_00: Um and I think there's just so many applications for it.
- 41:15SPEAKER_00: You could tell my excitement on it.
- 41:17SPEAKER_01: Yeah, I'm I it just seems like a good opportunity, and especially factors that they couldn't have even foreseen are are making it maybe an even bigger opportunity right now.
- 41:27SPEAKER_01: So uh very interesting and and great to hear from AL on that.
- 41:32SPEAKER_01: And we'll we'll certainly keep tabs on on things as well and give you the link in the description for more about Humble and all that they're working on right now.
- 41:42SPEAKER_01: Uh for us, thank you very much for watching and listening to the Intermodal Logistics Podcast.
- 41:48SPEAKER_01: Please do rate and review us, subscribe, follow however you get your podcasts.
- 41:52SPEAKER_01: Uh, any ratings, comments, uh reviews, all that stuff is great for us.
- 41:57SPEAKER_01: So we appreciate uh you taking the time to do that.
- 42:00SPEAKER_01: You can also email us at podcast at intechlogistics.com with any other questions that you may have, and visit the website of Intech Logistics, www.intechlogistics.com for more about the company.
- 42:14SPEAKER_01: For Shelley Austin, I'm Kevin Baxter.
- 42:16SPEAKER_01: Thanks again for joining us, and we'll be back soon with another episode.