“While this is modestly later than we had intended, this timing remains within the margin of error we have anticipated and conveyed throughout 2024,” Aurora CEO and co-founder Chris Urmson wrote in his third-quarter earnings shareholder letter. “With our intention to introduce the Aurora Driver with a crawl, walk, run approach, this shift to our timeline will have a negligible financial impact.”

Aurora will go to market as a carrier, but its end goal is to pursue a driver-as-a-service model, wherein carriers purchase trucks with the Aurora Driver tech on board and then offer their services via those trucks to shippers.