
The Financial Case for Autonomous Trucks, and the Question It Leaves Unanswered
Autonomous technology is moving off the test track and onto public highways. The trucking industry is making an aggressive financial case for it: lower labor costs, round-the-clock utilization, fewer crashes. Much of that math holds up. But the numbers that sell a fleet on going driverless don’t answer the question that matters most after something goes wrong on the road: when an autonomous truck causes a crash, who is responsible? Here is what the financials actually show, and where they go quiet. Key takeaways The Up-Front Cost of the Technology The first cost is acquiring the hardware and converting an 18-wheeler to drive itself. According to Goldman Sachs Research, equipping a truck with autonomous technology in the U.S. currently runs $125,000 to $150,000 per truck. That figure is projected to fall to $35,000 to $40,000 by 2035 as hardware matures and production scales. Goldman projects autonomous trucks will reach cost parity with human-driven ones around 2028. That is the cost for a single vehicle. For



