Robotaxis dominate the autonomous driving conversation. Urban goods delivery rarely gets mentioned. Yet Europe has roughly 30 million light commercial vehicles doing last-mile and middle-mile work every day, and almost no one is building Level 4 autonomy for them.

In this episode, recorded live at the Automated Mobility Summit in Zurich, Daniel sits down with Amin Amini, co-founder and CEO of Loxo, a Swiss company building a full Level 4 software stack for logistics and commercial vehicles.

They discuss why Loxo deliberately avoided robotaxis, how its asset-light per-vehicle licensing model works, and the two-component architecture (LoxoFuser and LoxoGuard) built to pass European type approval.

Amin also explains Loxo's virtual mapping approach as an alternative to expensive HD maps, the "meet and feed" middle-mile model running with Planzer in Bern.

Topics covered:

• Why light commercial vehicles are an overlooked AV opportunity in Europe
• Loxo's recurring-revenue, asset-light business model
• LoxoFuser and LoxoGuard: performance plus a certifiable safety layer
• Why end-to-end AI fits L2/L3 but not yet L4 type approval
• Virtual mapping vs HD maps and the impact on cost and scale
• The safety driver removal timeline and the KPIs behind it
• Multi-OEM strategy and eventual expansion beyond Europe
• Why Amini thinks Europe is closer than the narrative suggests

Timestamps:
00:00 - Welcome to Autonomy Insiders: Focus on autonomous logistics in Europe

02:17 - Why Loxo chose urban freight delivery over passenger AVs in Europe

03:52 - Company size, pilots, and market expansion in Switzerland and Germany

05:31 - Long-term vision: Europe and the US market ambitions

06:43 - Factory-installed vs retrofit solutions with OEM partners

08:55 - Vehicle platforms: Alpha, retrofit R1, VW ID BUZZ and the vehicle strategy

09:42 - Timeline for removing safety drivers and safety KPIs

11:30 - Distinguishing between different pilot projects and use cases

13:06 - Middle mile logistics: distances, challenges, and opportunities

15:01 - Revenue streams: licensing model for logistics companies

16:46 - The dual-component safety system: LOXOFuser and LOXOGuard explained

21:01 - Virtual mapping technology and its benefits over HD maps

23:13 - Driver shortages and the strategic advantage of autonomous delivery

25:07 - Loxo's five-year plan: becoming Europe's logistics AV provider

26:15 - OEM partnerships, multi-OEM approach, and importing European solutions

27:20 - Competitive landscape: European advantage amidst global entrants

29:19 - The European AV ecosystem: understanding and accelerating innovation

31:38 - Final message: efficiency, transparency, and an open invitation