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May Mobility’s planned SPAC transaction values the autonomous vehicle company at approximately $1.4 billion, but the more significant logistics question is whether autonomy can scale without the technology provider owning the transportation assets beneath it. May’s Autonomy-as-a-Service model separates the autonomous driving system and software layer from vehicle ownership, fleet operations, maintenance, and customer-facing transportation services.
The approach could improve capital efficiency, but it also increases the need for coordination across OEMs, fleet operators, maintenance providers, remote operations centers, and transportation platforms. As autonomous transportation moves toward broader deployment, industrialization, supply chain execution, lifecycle cost, and network orchestration may become as important as advances in the underlying driving technology.