Vay Expands Into B2B Teledriving
Vay
The important shift is that Vay is turning a fleet operator’s internal tool into a product other fleets can buy. Instead of making money only when a Vay owned car is rented, Vay can sell the remote driving station, vehicle software, and connectivity layer to car-share operators, OEMs, trucking fleets, and delivery companies that already own vehicles and need a human to handle pickup, parking, depot moves, and edge cases.
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In practice, the product is a control stack for vehicles without a driver inside. A remote operator sits at a station with a wheel, pedals, and multiple screens, while the fleet gets retrofitted cameras, sensors, dual modem connectivity, and fail safe controls. That makes Vay useful both for its own rental cars and for third party fleets that want remote motion without building the stack themselves.
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The trucking expansion shows where this becomes especially valuable. Kodiak uses Vay’s remote driving technology when a human needs to launch and land trucks at customer facilities or handle low speed situations that autonomy struggles with. That is a clear software and operations wedge because these jobs are narrow, repetitive, and expensive to staff with in cab drivers.
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This moves Vay closer to companies like Applied Intuition than a pure car-share operator. The owned fleet proves the system on public roads, then the B2B layer turns that operating experience into higher margin licensing and service revenue. Comparable teledriving players like Halo remain focused on running their own service, while Vay is broadening into supplier economics.
Going forward, the biggest upside is that teledriving can become a standard human fallback layer across shared cars, trucking, and OEM features like remote valet. If that happens, Vay stops looking like a niche mobility operator and starts looking like infrastructure for moving vehicles short distances whenever full autonomy is still too brittle or too costly.