Quote:
Originally Posted by lamboguy
i
airlines are probably going to lose a lot of their shorter routes, like San Francisco to Reno, or New York to Philadelphia. there will be a bunch of haircuts in the airline industry. you might want to look at bus company's and railroads as long candidates some time down the road, and maybe on a stretch airlines that don't have short routes. i really think airlines as a very challenging business. even if they get rid of the small flights, they needed them to feed the longer ones.
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Trucking companies is the long term play. Autonomous trucks will be huge. Long run lines will become driverless. Only will need humans aboard for final mile. What's the downside in trucking? Human fatigue and driver error. No need for rider logs for autonomous trucks. Autonomous will also be safer and no road rage, no texting while driving. The rails benefitted from analytics and big data the past 5-10 years revolutionizing their business, but they know the competition from trucking industry will force them to adapt again.
