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Chronicles

The story behind the story

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Self-driving trucks will carry mail for USPS for the first time, with autonomous truck startup TuSimple operating a two week pilot between Phoenix and Dallas

The United States Postal Service is going to put mail on self-driving trucks.  —  Starting on Tuesday morning …

Bloomberg Ira Boudway

Context & Ripple Effects

This two-week Phoenix-to-Dallas run is TuSimple's first government contract and the Postal Service's first move of mail on autonomous trucks — a validation exercise on one of the Sun Belt corridors where the company is building its case. Within three months, UPS had taken a minority stake in TuSimple, revealing it had been hauling UPS cargo between Phoenix and Tucson since May, meaning the USPS pilot sat inside an already-active commercial footprint.

The arc since: TuSimple and UPS announced a mapped network of shipping routes targeted across the US by 2024, and by late 2021 a TuSimple semi completed an 80-mile Arizona run with no human aboard. The company itself did not survive — documents showed it transferred autonomous-driving IP to Chinese partners despite a 2022 CFIUS agreement — but the corridor-first playbook it pioneered carried on with Aurora's 2025 commercial launch between Dallas and Houston.

First-order effects

  • USPS gets a live test of driverless linehaul on a major mail corridor, with TuSimple gaining a marquee federal customer as proof its trucks handle real freight, not just private cargo.

Second-order effects

  • UPS responded within months not just as a shipper but as an investor, converting its own Phoenix-Tucson hauls into an equity position — pushing rival carriers and logistics firms to decide whether to back an autonomy vendor or cede the lane.

Third-order effects

  • The pattern that holds through Aurora's 2025 Dallas-Houston service is autonomous trucking consolidating around a few heavily mapped Sun Belt corridors regardless of which startup operates them — TuSimple's collapse after its CFIUS-violating IP transfer cleared the field without slowing the model.

The trend: Long-haul trucking is shifting from human-driven fleets to driverless operations concentrated on mapped Sun Belt corridors, with early government and shipper pilots like this one setting the template.