Roadmap
The path
Win the yard we already understand. Repeat the playbook. Do not become a vehicle company.
01
2022 – 2024
Prove one yard
Paid pilots at a 3PL and a grocery DC. Software on existing spotter trucks. No Acme-branded vehicle. The KPI was docks-per-hour on the night shift, not a demo video.
02
2024 – 2026
Repeat the playbook
Fourteen contracted customers, thirty-one live sites. A written safety package that a union committee can read. First net-income-positive month in May 2026.
03
2026 – 2028
Second delivery pod + ports
Stand up a second implementation team so a single delayed go-live cannot flatten a quarter. Take the Harborline playbook to two more ports. Optional electric tractor through a manufacturing partner — no inventory on our books.
04
2028 – 2030
The yard operating system
Dispatch, door assignment, and gate check-in as one product. Sites that never buy a tractor still pay for the OS. That is the company. The tractor is a wedge, not the business.
Next
What is in QA
Multi-yard dispatch
One controller for a customer with three sites on the same metro loop. In QA at Northstar.
Snow mode v2
Lane-keeping when painted lines are buried. Falls back to a human above a measured slip threshold.
Door scheduler
WMS-aware dock assignment so a tractor is not sent to a door that will be blocked for twenty minutes.
Partner tractor interface
CAN + safety PLC contract for the electric yard-tractor OEM. We do not assemble vehicles.
Market
Competitive matrix
| 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 |