China’s self-driving truck leaders say AI breakthroughs won’t accelerate rollout — here’s why
Chinese self-driving truck companies like Inceptio and Pony.ai are making progress with AI and extensive driving data, but say technological advances alone won't speed up widespread deployment due to the need for manufacturer partnerships and regulatory approval. Inceptio has logged significantly more autonomous truck miles than U.S. rivals, while Pony.ai has upgraded its AI model and unveiled a driverless light-duty truck with CATL. Despite rapid data accumulation and AI improvements, full rollout of driverless trucks remains constrained by non-technical factors.
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With 5 billion kilometers in collected driving data, AI can extrapolate that into 50 billion km of experience in a world model — which is then sufficient to allow a heavy-duty truck to drive completely on its own, Ma said. He expects the trucks can then start operating without any humans inside in certain parts of the country.Achieving that goal in about two years is already quite fast, he said, noting that in order for driverless trucks to become a widespread reality, they will need partnerships with manufacturers and regulatory approval — in addition to the tech.Autonomous vehicles rely heavily on data about driving on roads. Just like robotaxi companies, self-driving truck operators run manned tests in order to gather training data safely.
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