{
  "docId": "019dd923-622c-750b-8b98-455ec9c0494d",
  "docSlug": "a408d79c90df",
  "documentTitle": "Aurora Innovation, Inc. (AUR)",
  "authorId": "53_Kerrisdale_Capital",
  "authorName": "Kerrisdale Capital",
  "documentKindSlug": "research-note",
  "documentKindLabel": "Research note",
  "sourceTypeSlug": "short_seller",
  "sourceTypeLabel": "Short seller",
  "presentationDate": "2025-08-01 00:00:00",
  "orientation": "portrait",
  "aspectRatio": 0.77272725,
  "pageNumber": 28,
  "pageCount": 45,
  "prevPage": 27,
  "nextPage": 29,
  "slideType": "comparison_table",
  "function": "analyze_data",
  "density": "balanced",
  "nDataPoints": 2,
  "notes": "The chart illustrates the cost crossover point between manned and autonomous delivery models.",
  "elementsJson": [
    "headline_text",
    "line_chart",
    "paragraph",
    "footnote"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-622c-750b-8b98-455ec9c0494d/28",
  "deckHref": "/decks/019dd923-622c-750b-8b98-455ec9c0494d",
  "deckJsonHref": "/decks/019dd923-622c-750b-8b98-455ec9c0494d.json",
  "deckAnchorHref": "/decks/019dd923-622c-750b-8b98-455ec9c0494d#slide-28",
  "components": [
    {
      "bbox": null,
      "kind": "callout",
      "text": "So, for example, the chart above shows that at about 1000 miles of transit, the average cost of manned OTR ($2.16 x 1,000 miles ≈ $2,200) is about the same as a hypothetical autonomous delivery with no driver charge.",
      "attrs": null,
      "subkind": null,
      "toolName": "Visual emphasis",
      "toolSlug": "visual-emphasis",
      "confidence": null,
      "componentId": "019dd953-2040-777a-8552-fd44163f530a",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.35,
        "w": 0.7,
        "x": 0.15,
        "y": 0.18
      },
      "kind": "chart",
      "text": "Line chart showing Total OTR Cost vs Autonomous cost over trip length",
      "attrs": null,
      "subkind": "line",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "2e6e9fd8-c9c9-4cc0-a21b-3b789ed27875",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "metric",
      "text": "delivery cost",
      "attrs": null,
      "subkind": "primary",
      "toolName": "Quantification",
      "toolSlug": "quantification",
      "confidence": null,
      "componentId": "019dd953-2040-777a-8553-03dddf9442fc",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.18,
        "w": 0.76,
        "x": 0.12,
        "y": 0.62
      },
      "kind": "paragraph",
      "text": "So, for example, the chart above shows that at about 1000 miles of transit, the average cost of manned OTR... is about the same as a hypothetical autonomous delivery...",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "c4211941-3a2c-4819-8115-ea1fc8f53fbf",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.06,
        "w": 0.76,
        "x": 0.12,
        "y": 0.86
      },
      "kind": "source-note",
      "text": "8 The x-axis on the second chart only begins at 600 miles because the advantage of manned OTR vs hub-to-hub autonomous trucking at shorter distances is so large...",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "32388778-45fd-4678-a3bf-ae2851953dc8",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.02,
        "w": 0.3,
        "x": 0.12,
        "y": 0.58
      },
      "kind": "source-note",
      "text": "Source: Kerrisdale analysis and estimates",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "5e0028fc-111f-49b7-a875-2a00c7b3478a",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.03,
        "w": 0.7,
        "x": 0.15,
        "y": 0.14
      },
      "kind": "title",
      "text": "End-to-end Delivery Cost: Autonomous (no software fee) vs. Manned",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "ef00e0c4-ab90-416d-94dc-662fa221678b",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [
    {
      "name": "Comparison frame",
      "slug": "comparison-frame",
      "agent": null,
      "layer": "slide",
      "matchId": "b4dd361f-ab80-4b60-9ba9-199176af52b6",
      "evidence": "End-to-end Delivery Cost: Autonomous (no software fee) vs. Manned",
      "confidence": 0.7
    }
  ],
  "frameworks": [],
  "arcBeats": [],
  "loops": [],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}