Kaleido's $100M Series B in March 2026 marks a significant escalation in China's autonomous trucking ambitions, moving beyond domestic pilots to explicit global expansion plans. For European founders, this round demands attention not as an immediate threat, but as a strategic signal of where Chinese capital is placing billion-dollar bets in logistics infrastructure. The funding level itself is notable. While Chinese autonomous vehicle companies have raised aggressively, $100M Series B rounds in freight-specific applications suggest investors see clear paths to commercialization. Unlike robotaxis, long-haul freight offers more controlled environments, predictable routes, and immediate ROI calculations that appeal to institutional capital. Kaleido's investors are essentially betting that L4 autonomy in freight will reach commercial viability faster than passenger applications—a thesis European logistics founders should take seriously. For Europe's €1.2 trillion logistics sector, the competitive dynamics are nuanced. China's autonomous vehicle companies enjoy advantages European founders cannot easily replicate: massive domestic testing…