Aurora Innovation, Inc. (AUR) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript

Okay. Great. Thank you, everybody, for joining. My name is Mark Delaney, and I cover Aurora for Goldman Sachs. I'm very pleased to have with us yet again this year Chris Urmson, who is the Co-Founder and CEO of Aurora. Thanks for coming.

Glad to be here. Thanks for having me.

Well, let's jump right into it. I mean a lot of interesting stuff that Aurora has been working on, several exciting announcements on your journey and now launch of autonomous trucking, so really exciting stuff. And maybe we can start right there because the company announced actually just this July that you started driverless operations without an observer. Maybe you can talk more around how that launch has gone. Any key learnings so far?

Yes. Now that we've woken everybody up, so glad to have everyone here. Yes, it's gone kind of incredibly, right? So it's been a long journey. A year ago, we proved that the technology worked with our launch then. This year, we've been able to launch our second-generation hardware. AV is really hard, let me remind you. And this is really a platform that will allow us to scale up to 1,500 units and then put us in position to go scale with our third-generation hardware that comes online at the end of next year. So it's been great to