RoboTruck押注日本司机短缺：图森未来联合创始人的新公司，获16.5亿日元Pre-A融资

做的是什么生意

Develops autonomous driving systems for large trucks used in Japanese trunk-haul logistics (targeting L4 fully driverless), providing systems and operational solutions to logistics companies and vehicle manufacturers.

启动资金：Seed round ¥300 million (3亿日元) (March 2025, University of Tokyo IPC (东大IPC), PKSHA Algorithm Fund, AIS Capital); cumulative Pre-A ¥1.65 billion (16.5亿日元) (September 2025, led by GLOBIS, with participation from ORIX, Archetype Ventures, Mizuho Leaguer, JIC VGI, SMBC VC, etc.).

起因

In April 2024, Nan Wu, who had co-founded TuSimple in the United States (which developed the world's first batch of L4 heavy-truck autonomous driving and listed on Nasdaq), founded RoboTruck in Tokyo, targeting Japan's '2024 problem' (2024年问题)—tightened overtime limits for truck drivers made the capacity shortfall visible; in June 2025, former SkyDrive COO Yusuke Haga (羽賀雄介) became CEO, responsible for management and business development.

经过

Completed a ¥300 million (3亿日元) seed round in March 2025; in July 2025, Pre-A of about ¥1.2 billion (12亿日元) (led by GLOBIS, with ORIX participating through a capital-business partnership); in September 2025, cumulative funding reached ¥1.65 billion (16.5亿日元) and JIC VGI and SMBC VC were introduced; within one year of establishment, completed a 100 km (100公里) L4-equivalent driving test on the Shin-Tomei Expressway (新东名高速), plans L4 demonstrations on Tokyo—Nagoya in fiscal year 2025 and Tokyo—Osaka in fiscal year 2026, and commercialization around fiscal years 2027/2028.

结果

Still running: in development and demonstration stage, no public revenue; aims to become a leading player in Japan's long-distance trunk-haul autonomous trucks.

可借鉴之处

Nan Wu将美国卡车运输经验应用到日本，利用监管时钟和可量化的短缺，通过小步融资走向商业化。