AI and the Future of Autonomous Vehicles: Transforming the Automotive Market with Robotaxis and Freight Logistics

The automotive industry is primed for rapid innovation because of its background of widely available data on roads, vehicles, and the environment in general. Two key areas stand out: freight transportation and robotaxis. Both sectors offer unique opportunities for innovation and efficiency because decades of accumulated solutions are finally reaching the market.

Let's discuss each direction's features, business support, and the regions where further development will happen.

Who Leads the Market

The global autonomous vehicle market is primarily shaped by three key regions: the United States, Europe, and China.

Europe is known for having some of the most comprehensive regulatory frameworks in this area. Detailed standards such as the GDPR, privacy-related requirements, and the recently adopted EU AI Act can present challenges to innovation. In such a tightly controlled environment, technology development may proceed more cautiously.

In contrast, China takes a different approach and actively sponsors AI initiatives. Even when autonomous vehicles are involved in incidents, they are usually not pursued in the same way; they do not have the same negative impact on the parties involved. The main priority is technological advancement, which is viewed as a benefit for the future.

As for the United States, before Donald Trump's presidency, the country was largely leaving AI initiatives to individual states. However, with the new administration came a strategic shift: the authorities realized that maintaining the old approach could cause the country to fall into the tech race. As a result, the U.S. began moving toward a more liberal regulatory model — aimed at fostering technological growth and ensuring the country remains competitive on the global stage, particularly in comparison to fast-moving developments in China.

Robotaxis

The robotaxi industry experienced substantial growth in 2024. In China, Baidu's Apollo Go operated over 400 autonomous taxis in Wuhan. ​Waymo expanded services to Los Angeles in the United States, offering rides to the general public and managing over 150,000 weekly trips. ​Analysts project that the global robotaxi market will reach $174 billion by 2045, reflecting a 37% compound annual growth rate from 2025.

Why are robotaxis becoming increasingly popular? There are at least two key reasons for this.

The first reason is consumer-driven

Users are interested in robotaxis because it eliminates many risks and discomforts associated with human drivers. There’s no concern about the driver being tired, aggressive, unstable, or unskilled. People want a car that arrives on its own, takes them safely to their destination, and does so reliably.

The second reason is business-oriented

Robotaxis create new business opportunities for individuals and small entrepreneurs. Much like how Airbnb allows apartment owners to earn income by renting out their properties, robotaxis allow anyone to purchase one or more autonomous vehicles, put them on the road, and generate income by managing their fleet. This opens the door to a new segment of small-scale business and entrepreneurship.

Freight Transportation

The autonomous freight transportation sector has seen significant growth and transformation in recent years. In 2024 the global autonomous truck market was valued at approximately $356.9 billion. These figures are from research companies, although the reality is much bigger because logistics is among the largest industries on the planet primed for disruption.

Every day, hundreds of thousands of trucks travel the roads of Europe and America, delivering goods, Amazon packages, food products, and more — countless vast supply chains worth trillions of dollars.

This sector's potential for autonomous trucks is even greater than passenger transport. Trucks mostly operate on long, straight highways, where conditions are more predictable than in urban environments. This makes the task easier for autonomous systems.

At the same time, logistics efficiency increases significantly:

• Human drivers need to take breaks for rest and sleep to avoid accidents.
• An autonomous truck can operate almost non-stop, stopping only for refueling or recharging.
• With sufficient range, even these stops can be minimized.
• Delivery speed increases, costs decrease, and supply chains become more efficient.

At Keymakr, we support several major players in the autonomous freight industry, so we can see innovations that aren’t on the market yet. Our team works extensively on large-scale annotation projects tailored for highway driving scenarios — including object detection, lane segmentation, and sensor fusion data for LiDAR and camera systems.

The demand for these projects highlights the real maturity of the sector.

Business Perspective

Generally, everything related to the business environment—corporate transport, B2B solutions, and so on — tends to provide higher profit margins than B2C sectors. Specialized logistics operators tend to have higher revenue than taxi service providers, with some exceptions, such as Uber. This is due to different pricing levels, operations scales, and the tasks' specific nature.

Another key difference is that B2B operates in a more closed environment and experiences less public attention and information noise, while B2C is more dependent on the news cycle.

This reduces risks and simplifies the launch of new technologies. With less focus on generating attention, companies can develop and implement innovative solutions more quickly, even if they are not fully mature. For these reasons, the B2B segment will see the most active development of autonomous transportation systems, especially logistics.

The Question of Liability

Autonomous vehicles face a difficult situation with liability — namely, when an accident occurs, who has to take responsibility for its consequences? There are many more parties involved with autonomous cars than traditional vehicles — everyone from the owner to the software developer to the OEMs plays a part in their safety.

This question is often raised, and, in essence, it has already been addressed. The main responsibility will lie with the companies that manage fleets (fleet managers). These could be large corporations like Uber or Lyft. Such companies create algorithms and processes for fleet management, including routing, maintenance, and legal aspects. This model is similar to Airbnb: when you manage a resource, you are responsible for it, and the platform provides a framework to resolve disputes.

Therefore, the managing company will also be liable for any incidents. The market will arrange a system of insurance for this that can help determine the exact proportion of liability for software developers, hardware manufacturers, and other parties involved.

To summarize, the future belongs to those who can combine technological solutions, business intuition, and adaptability — these companies will lead the new era of mobility.

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