Product
Competitive landscape
The yard is not a down-market robotaxi problem.
| Yard operating system | Driver-out moves today | Software sold without the vehicle | Shipped into union / hourly labor | |
|---|---|---|---|---|
Acme Yard OS first. Autonomy where the geometry repeats. Vehicles optional. | Yes | Partial | Yes | Yes |
Vehicle OEMs Sell a driverless tractor. Software is a feature of the asset. | — | Yes | — | Partial |
WMS / YMS incumbents Door schedules and gate appointments. No perception, no motion. | Partial | — | Yes | Yes |
Robotaxi stacks General driving. The yard is a down-market demo. | — | Yes | Partial | — |
In-house DC teams A spreadsheet, radios, and a lead spotter. Works until the night shift turns over. | — | — | — | Yes |
Vehicle OEMs want to sell a driverless tractor. WMS vendors already have the door schedule and will not learn perception. Robotaxi stacks treat the yard as a demo. The in-house team has radios. Acme is the operating system that those four options are not.