GM’s BrightDrop eyes future self-driving EV delivery trucks

General Motors’ subsidiary, BrightDrop, will offer self-driving electric commercial delivery vehicles in the future.

During a webcast presentation at the Evercore ISI 2nd Annual Technology Conference on Thursday, BrightDrop CEO Travis Katz said the company is “actively” looking at how to apply autonomous driving technology to its commercial trucks.

But BrightDrop spokesman Daniel Roberts said Friday the company has no immediate plans to offer self-driving vehicles.

BrightDrop's new EV410 all-electric commercial van to be built in 2023 for Verizon.

“We can say with certainty that autonomy is going to play a huge role in commercial delivery,” Katz said. “There is no need to have humans driving vehicles in all of these routes. One of the benefits of being General Motors, is we have our sister company Cruise, which is one of the leaders, if not the leader, in autonomous systems.”

Katz said BrightDrop’s EVs can save a fleet $10,000 to $12,000 of cost per vehicle each year. Also, some say that eliminating the driver could result in greater cost savings.

“There really aren’t enough drivers to do the work and it’s not a super glamorous job,” Katz said. “It’s a hard job.”

In June, the GM-owned Cruise became the first company to run a commercial taxi service of self-driving cars in a major city −San Francisco, where it is based, Katz said

BrightDrop, which GM started in early 2021, offers two commercial electric delivery vehicles — the Zevo 600, which resembles the big brown UPS-style truck, and a smaller EV410 midsize truck. They will be built at GM’s CAMI Assembly plant in Ingersol, Canada, which opens in the fourth quarter. Katz said it expects to be making 50,000 trucks a year there starting in 2025 and bring in “a lot of revenue.”

“We’re lining up customers. We’re hiring like crazy … across all fronts, support, software development, engineering … we see big growth ahead,” Katz said. “We feel pretty good about the supply chain heading into next year. We have a lot of people managing this and we’ve worked through the hardest moments. We’re not seeing anything on the horizon that’s scaring us.”

Katz said he did not have specific news to share yet on self-driving technology, but he said that Cruise has been testing autonomous delivery vehicles with Walmart. It has been using the Cruise Origin, which is the self-driving vehicle that Factory Zero in Detroit and Hamtramck will make.