Testing activities are limited to very few, clearly defined routes. The number of employees working exclusively on SDS development seems significantly lower than at some of the other companies assessed – at least according to publicly available sources. Nevertheless, Daimler has an outstanding coverage of the AD value chain with strong partners. While Daimler is the global market leader in the truck sector and market entry barriers in other AD-relevant markets are not to be expected for the company, in our view, the technical maturity of other companies is higher. A legitimate question will be whether Daimler and Torc are capable of developing a world-class SDS, or whether Daimler’s primary business model will instead be to equip world-class trucks with a more technically mature SDS (see Waymo cooperation).