GM exits robotaxi market, will bring Cruise operations in house
384 points by atomic128 6 months ago | 655 comments- rgovostes 6 months ago> GM said in a statement that “... an increasingly competitive robotaxi market” were the reasons for the change.
Isn't there basically Google/Waymo and then, seemingly much further behind, Tesla Cybertaxi, Amazon/Zoox, and Uber/Yandex? Cruise allegedly has one of the most sophisticated autonomous driving platforms, and GM's Super Cruise (if they share any tech) is comparable to Tesla FSD. Strange that they would bow out.
Small anecdote: I visited a GM dealership this week and the salesperson told me Super Cruise was not enabled for test drives. The excuse was pretty weak, like the dealership would have to pay for the service or something. GM might have the technology but they are completely bungling the strategy.
Ford just lowered the cost of its BlueCruise subscription by 1/3rd. In an earnings call eight months prior they remarked they made a 70% margin on the service. It seems like drivers did not find the feature compelling and were not renewing. Interest in autonomous driving appears to be cooling across the board.
- SkyPuncher 6 months ago> It seems like drivers did not find the feature compelling and were not renewing.
IMO, it's largely because BlueCruise (and all of the similar services) is not sufficiently better than the non-subscription driver assists.
I have the option of BlueCruise on my vehicle and it's just not a compelling offer.
* It only works on major highways. Beyond actual coverage, major highways are places where the standard driver assists already work extremely well.
* It does nothing about traffic around you. You have to be prepared to react. Not much different than driver assist.
* It's wickedly expensive.
Right now, radar assisted cruise and camera based lane centering eases 95% of my driving fatigue.
- logifail 6 months ago> it's just not a compelling offer
I drive (and have driven) a fair number of rental cars due to travel, and I have to say I feel that way about many new vehicles in their entirety. So much vehicle tech is at best unimpressive and at worst positively in my way as a driver.
> It's wickedly expensive
We own two cars, 6 and 10 years old respectively, yet I've never felt less motivated to look at new cars than I do now.
Guess our part towards saving the planet may well turn out to be 'driving that existing ICE vehicle for just a little bit longer'...
- ZeroGravitas 6 months agoIf you look at the lifecycle analysis of ICE cars, burning the fuel is the major contributor.
So if you drive an average amount with those cars you're not saving the planet by continuing to drive them.
In a well functioning system you'd be selling them on to people who drive very little and are old and set in their ways and replacing them with an EV.
- Shawnj2 6 months agoAs long as your old cars are like Toyota corolla/camry’s and not like giant gas guzzling SUV’s or trucks keeping them on the road is better than buying a new EV IMO. I think the current EV gen is kind of doomed because of the fact the next EV gen is going to have massive QOL features the current one doesn’t and waiting for a more compelling car is worth doing IMO
- taneq 6 months ago> So much vehicle tech is at best unimpressive and at worst positively in my way as a driver.
Honestly, I'm not surprised that new cars aren't breathtakingly awesome. It's been a really rough 5 years for everybody and we're not seeing much genuine light at the end of the tunnel. Everyone's just trying to survive. Hard to do your best work under those circumstances.
- robertlagrant 6 months ago> Guess our part towards saving the planet may well turn out to be 'driving that existing ICE vehicle for just a little bit longer'...
Yep, or selling it and buying a more efficient one, so the person buying yours upgrades their less efficient car as well.
- throwaway2037 6 months agoI don't drive, so this is an honest question:
Can you provide some examples? I guess "self-driving" is one.> So much vehicle tech is at best unimpressive and at worst positively in my way as a driver.
- ZeroGravitas 6 months ago
- logifail 6 months ago
- ethagknight 6 months agoI’ve had a Yukon with supercruise for 18 months. It is fantastic for highway driving, particularly, we’ve driven it west from Tennessee to Colorado and Florida. Other comments claiming it’s the same as other standard driver-assist packages are incorrect. Totally hands free, no “ping pong” with the lanes.
That said, when trying to BUY a supercruise vehicle, the sales guys were clueless, I had to review the stat sheets of each car to see which ones did or did not have it. GM is treating this technology as “surveys say 2% of the market wants a self driving vehicle” (incorrect question) compared to “install on every vehicle as an available subscription, let the sales team earn their way.” I’m sure the tech is expensive, but it can’t be that much more at the OEM level.
I also have a Tesla with FSD. FSD is truly amazing but still struggles with edge cases like, my office has two entrances, one is blocked by barrels, it tries to turn into the barrels every time.
- Workaccount2 6 months agoFrom my understanding, super cruise only works on pre-approved roads/road sections, whereas FSD works just about anywhere. When I last checked my commute to work, the main highway I take becomes unsupported half way to work, despite it being the same bland typical highway layout.
I really don't want to buy a Tesla, but from what I can tell, nobody has anything close to what FSD offers.
- bayindirh 6 months ago> nobody has anything close to what FSD offers.
From what I read about it, you're absolutely right. Down to the point of unwanted veering towards road dividers and other vehicles.
- ethagknight 6 months agoSuperCruise and FSD are not comparable.
SuperCruise does what it claims to do, keep it up the middle on listed corridors. Most highways and interstates are eligible. I love both systems.
FSD is truly almost there for unsupervised, point to point driving. People want to virtue signal and complain about Tesla but it is an amazing piece of hardware being mass produced today. My car is 3 years old.
- 6 months ago
- tosser2084 6 months ago[flagged]
- bayindirh 6 months ago
- mlinhares 6 months agoIt’s wild to me anyone would think turning on barrels is an edge case.
- goalonetwo 6 months agoThis i what is so tricky with Self Driving. People "feel" it is almost there because most of their rides are mostly ok. However to make a system truly driverless you need to master the long tails of difficult events and FSD is nowhere even close to do that.
Going from 99.9% to 99.99999% is what makes a system truly driverless and where most of the work is. Waymo is way way ahead of FSD for this.
- goalonetwo 6 months ago
- Workaccount2 6 months ago
- com2kid 6 months ago> Small anecdote: I visited a GM dealership this week and the salesperson told me Super Cruise was not enabled for test drives. The excuse was pretty weak, like the dealership would have to pay for the service or something. GM might have the technology but they are completely bungling the strategy.
Sadly this is believable, I've asked to check out things like remote start and control of heating/cooling, and the sales people cannot show those features off because they require an app + subscription tied to the car.
- mingus88 6 months agoBased on my anecdotal experience, another issue is that salespeople are not trained on the tech
I worked on a feature for new vehicles and the company failed in part because buyers simply didn’t know those features were part of the vehicle. Dealers never set it up for the buyer and it wasn’t something many people would think to do on their own
A salesperson isn’t going to jeopardize an easy sale by bungling some fancy new feature they can’t control
- SoftTalker 6 months agoI’d guess this is at least half the features on my iPhone. I’m sure it can do things that I’m not even thinking a phone can do, but nobody set anything up, and it’s not very obvious or discoverable.
- stogot 6 months agoTesla salespeople can explain this well though. And the cars come equipped and they let you FSD without them in the vehicle. The confidence exhudes
- rgovostes 6 months agoI don't want to be a jerk but the salesperson couldn't pronounce "autonomous" which tells me they aren't being trained in selling the feature at all. I can't even remember him referring to it by the marketing name.
- epolanski 6 months agoHmmm, not when it comes to car.
Salespeople are always trained on the latest features in the auto industry.
Even if they don't get in person training, all carmakers release 1 hour long videos showing the features of their cars for training purposes.
- mikepurvis 6 months agoOlder example but when I got a second hand Mazda in ~2017, the salesperson I bought it from set up Bluetooth pairing for voice calls via my phone.
As it turned out, the feature was still pretty janky and I only tried it a few times before reverting to just regular speakerphone. And when the battery died and the head unit lost all its config, I never bothered figuring out how to set it up a second time.
- SoftTalker 6 months ago
- imglorp 6 months agoThe whole dealership system is parasitic, rentseeking, friction. Tesla might have a point here.
Instead of transparently selling a product for fixed price, the dealer system appears based on information asymmetry, haggling, upcharges, finance bullshit, warranty bullshit, subscription bullshit, and many decades of entrenched psyops culture against customers.
On top of that, salespeople are often poorly trained on the products and dealerships seem to have an adversarial relationship with corporate, especially around the corporate website differing from the local story.
And then the dealerships steer you for whatever benefits them. In 2017 I tried to test drive a Chevy Bolt: Motortrend's car of that year. One dealer hadn't even heard of it. Another said he couldn't get one. Another tried to dissuade me from looking at it by dissing the product. Finally I found a knowledgeable dealer that knew the product, had some, and revealed they were easy for all dealers to get in our area: the others were just being obstreperous. Suck.
- saalweachter 6 months agoIt's really annoying to me because I would love to just pick a dealership and go there for the rest of my life for all things automotive.
I don't like being ripped off but I'm not particularly price sensitive, so I'd love to just show up and pay a reasonable sticker price that was just The Price Everyone Paid and not have this vague haggling system expected, and not have to worry whether I was being ripped because I wanted a particular option. I hate having to think about decisions I don't particularly care about, so I would prefer to constrain my choices to "maker Y's automobiles", be it GM, Ford or Toyota for the rest of my life, so that once I have the capabilities I need out of an automobile there's only one or two choices. I would love the simplicity of the dealer being the default maintainer of my automobile and I just show up once a year or so and they take care of it in a pleasant experience.
It's irksome instead that it feels like they just want to trick you out of as much money as possible up front and that they don't want to have a maintenance department, but are legally required to.
- infecto 6 months agoThis is definitely something that Tesla nails imo. No haggling, a single price listed on the website that changes with market conditions. A list of options available with again explicitly listed prices. No slimy car salesperson trying to upsell the scotchguard on your carpets bs. No hidden prices where the websites lists price $x but when you get to the store they tell you its $x + y. A price, a delivery and its over.
- saalweachter 6 months ago
- m463 6 months ago> require an app + subscription
I would walk away if I saw that.
- dagw 6 months agoI would walk away if I saw that.
And that is probably why they go out of their way to not show you that.
- dagw 6 months ago
- mingus88 6 months ago
- jshprentz 6 months agoBrad Templeton's Robotaxi Timeline[1] (October 2024) shows a dozen milestones that Waymo has achieved over nearly 15 years from "Make a nice video" to "100,000 Rides per week." Waymo needs two more milestones to achieve "Production!" Waymo's competitors are behind on the timeline, but may move faster thanks to improved technology and a more welcoming social environment.
- mulmen 6 months agoGM hasn’t been a car company since the 1980s. It’s a finance operation. Leadership only cares about developing products that are good enough to sell financing.
They really don’t know how to develop a compelling product, even though they have an enormous amount of experience and engineering talent.
It’s very similar to the failure of Boeing but GM doesn’t make anything that can kill 200 people at once so we don’t notice.
- blahgeek 6 months ago> Isn't there basically Google/Waymo and then, seemingly much further behind, Tesla Cybertaxi, Amazon/Zoox, and Uber/Yandex?
Global-wise, there are also a few Chinese companies in the robotaxi market. Pony.ai and WeRide both recently went in public market.
- Mashimo 6 months agoAnd I think some in Germany as well.
Not yet with customers, but in the testing phase.
- Mashimo 6 months ago
- droopyEyelids 6 months agoI’m one of the people that did not renew BlueCruise and the reason is kind of weird
BlueCruise vehicles were updated with the most sophisticated driver attention system ive ever seen. It will complain in less time than it takes me to change a radio station.
Before that update, I was enjoying the automated driving a little bit too much, and using it to take liberties with my attention in the car. That was awesome as a user experience.
After the update, I am paying more attention to the road than I did when I was driving a manual. There is no benefit to being able to take my hands off the steering wheel. That’s a good thing for safety, but it means that “level 2.5” driving (or whatever) adds zero marginal utility.
- rgovostes 6 months agoFord brags that BlueCruise gets top marks from Consumer Reports but I think it's mostly because of because of this driver monitoring, rather than actual driving performance.
> Starting with 2024 model-year vehicles, we will deduct points if an [active driving assistance] system doesn’t have adequate [direct driver monitoring systems]. Right now, only Ford and GM’s systems meet our criteria for earning additional points, but others could be available soon. ...
> Ford’s BlueCruise sets a high standard among [active driving assistance] systems, aided by an infrared camera that monitors the driver’s eyes to determine whether they are looking at the road. If the driver glances away from the road for more than about 5 second... the system will give the driver a visual warning and an audible chime.
- rgovostes 6 months ago
- boshalfoshal 6 months agoSupercruise might be comparable to Tesla's "Autosteer" product but its incomparable to Tesla's paid "FSD Supervised" product. The latter is closer to a Waymo or Cruise than it is to a Mercedes or GM driver assist.
- jefftk 6 months ago> The latter is closer to a Waymo or Cruise than it is to a Mercedes or GM driver assist.
It depends how you look at it, but in the (super limited) cases where you can use Mercedes Drive Pilot you can legally and safely read a book, watch a movie, or work while in the driver's seat. [1] That's not the case with any Tesla product.
- boshalfoshal 6 months agoYes there are actual "legal" notions of driver assistance "levels," but out of those 3 companies Tesla seems to be taking it the most seriously. Elon has a high conviction in the product and has continued to pour billions of dollars in GPUs, talent, supply chains, etc to make it happen. Other manufacturers don't take it nearly as seriously, unfortunately.
Sure you might not be able to legally claim that a Tesla is totally "autonomous," but the fact of the matter (to me, at least) is that they are putting in way more effort to solve the problem than legacy auto manufacturers are.
I can step into a Tesla today, press a destination, and go there without touching the wheel or pedals. Sure it won't be flawless but the fact is, I can. I can't do the same in any other consumer car, and the closest thing is a Waymo. The effort is there, I think its just a matter of time before we start seeing the legal stuff play out.
- norlygfyd 6 months agoAnd in those same cases, you could probably safely do the same with FSD (s), but because FSD isn't as limited and the Mercedes product is not a serious competitor, there's no compelling reason for allowing it.
- judge2020 6 months agoHow do I file a claim for an accident it causes?
- kccqzy 6 months agoI'm sure legally yes, but tell that to a cop who stopped you.
- porphyra 6 months agoThe MB Drive Pilot only works at ridiculously low speeds (under 40 mph), on select highways, no sharp turns, no weather, no construction zones, lanes clearly visible, etc. It's laughable to compare it against FSD which works everywhere. FSD has been flawless when driving on such easy conditions for years.
- boshalfoshal 6 months ago
- m463 6 months agoI thought supercruise only worked on "qualified roads".
Tesla autopilot 1.0 has been around on tesla since 2015. It's actually pretty good on the freeway as traffic aware cruise control + autosteer. I think it's a pretty good balance of driver + assist.
- PaulWaldman 6 months agoEh, Tesls's FSD and Autopilot as well as GM's Supercruise are all classified as SAEJ3016 Automation Level 2.
- red75prime 6 months agoWhich tells approximately nothing about their relative capabilities. The fallback system is the driver (who needs to be ready to take over immediately) and the range of conditions for autonomous operation is better than Level 1.
- red75prime 6 months ago
- jaimex2 6 months agoIt's not even close between Tesla and Waymo.
https://www.youtube.com/watch?v=Hv9HtWUf27s
Arguably this is Waymo in its "home turf"
- adrr 6 months agoTesla can't self drive in any condition on any street. Hard to compare that to a level 4 company where the car can go hundreds of thousands of miles without disengagement. Being a owner FSD, its no where near being able to drive itself without supervision, it tries to run reds, misses people in cross walks and can't understand signs like "Do Not Enter".
- mbreese 6 months agoArguably, it would be a better comparison if the Tesla was restricted from highway driving. I understand the letting the car figure out its own route, but I’m more interested in seeing the Tesla navigate city streets.
- 6 months ago
- adrr 6 months ago
- jefftk 6 months ago
- chrischen 6 months agoBeing just behind #1 (Waymo) and deciding the market isn't big enough is not a good sign for the robo-taxi market.
- ggjkvcxddd 6 months agoAre we forgetting that this only happened because they got in huge trouble with regulators and had to withdraw their cars from the street for like a year? I wouldn't take their statement at complete face value and don't see any reason for pessimism for Waymo.
- antupis 6 months agoYup, there is zero chance that the market is too small. The only issues are whether a company can the technology to work and obtain regulatory approval.
- antupis 6 months ago
- Gustomaximus 6 months agoI wouldn't take that as face value.
We know how big the taxi market is and it's growth rate. There is clearly room for a few businesses here alone. Then consider driverless will go beyond taxi to general transportation like trucking which is massive market. Also likely play a significant variable in what cars consumers choose.
I think the risk here is software tends to a winner (or small number of winners) gets all market.
That has to be a major risk/reward concern on the companies investing in this tech.
- ggjkvcxddd 6 months ago
- netcan 6 months ago>Cruise was not enabled for test drives. The excuse was pretty weak, like the dealership would have to pay for the service or something. GM might have the technology but they are completely bungling the strategy
Before the iPhone came out, some pretty decent/popular smartphones existed. I had clients in the industry. They sold a lot of n95s and such.
But... data plans sucked. Apple did an exclusive deal and forced them to include 2gb of data. They could not sell phones with data-less plans. Customers could not buy iphones on data-less plans.
At some point you have to nudge the paradigm.
- dkrich 6 months agoThe iPhone had enormous demonstrated demand
- dkrich 6 months ago
- gwbas1c 6 months ago> Interest in autonomous driving appears to be cooling across the board.
I've had one Tesla for 6 years, another for 2: I've gotten to a point where I find Autopilot boring and turn it off just for something to do.
My older Tesla has enhanced Autopilot. As impressive as it is, it's very glitchy. I primarily use it so I don't speed.
Because enhanced autopilot was so glitchy, when we added a 2nd Tesla to the household, we didn't pay for FSD. (Enhanced autopilot was too expensive given how glitchy it was in my older car.) The free trials of FSD in the 2nd Tesla are impressive... And glitchy. I constantly need to take over on surface roads; but it is very nice on freeways.
The thing is, "self driving" as a feature just isn't worth the sticker price. If you're sitting in the driver's seat, and there's nothing to do, you can just save yourself a boatload of cash and drive the car yourself. Especially if you have to remain alert at all times, the best way to cut the boredom is to drive the car.
- LegitShady 6 months agoself driving makes total sense if its the sci-fi like dream of being able to read the news or a novel in the drivers seat while your car safely takes you to your destination.
But if I have to maintain a hand on the steering wheel and monitor the car I may as well be driving.
- Kirby64 6 months agoAny of the advanced lane keeping systems are immensely helpful for lowering fatigue, especially on longer drives. I think it's quite hard to recognize how fatiguing it is to constantly make sure your car is centered in the lane with small hand movements. In my experience, long car rides are substantially less fatiguing when I just have to 'oversee' the car, rather than fully drive it.
- Kirby64 6 months ago
- LegitShady 6 months ago
- jedberg 6 months agoAnd when you go to Tesla for a test drive, they first thing they do is shove it into auto-cruise or whatever they call it whether you want to or not! At least that is what happened to me when I test drove one 10 years ago. Maybe they don't do that anymore.
- correlator 6 months agoWow that must have been a wild experience 10 years ago!
Today, I think they should do this. It is rare I need to touch the wheel or pedal these days and people should experience it.
- chiph 6 months agoI test-drove a Model S about that time - it was hair-raising because the system would correct the cars position about a half-second after I would have. I hovered my hands by the wheel the whole time, waiting for it to careen us into a bridge abutment.
While SuperCruise is a highway only system, riding in a friend's car with it was pretty much a non-event.
- genewitch 6 months agoCome experience it between my house and walmart before you go telling people they need to experience it. Good luck having good weather during your drive, here in louisiana.
Self driving probably works great on Interstates with numbers like 5, 10, and the feeders. Based on my experiences with subaru self driving and watching videos and watching tesla drivers around here, a self driving car would give up after maybe 3 minutes. There were more teslas and other expensive "self-driving" style cars a couple years ago, but now i rarely see them. I wonder why?
I can consistently get my wife's subaru self driving to swerve into another lane without warning, without jerking the wheel, with very minor control inputs. Subaru keeps updating the firmware, but they haven't fixed the suicide merge!
- jedberg 6 months agoYeah 10 years ago it was a bit much. It was pretty much just lane keeping and distance keeping, but it didn't read signs or lights yet. So if you're coming up on a signal it would just keep going!
- dooooooomer 6 months ago[flagged]
- chiph 6 months ago
- correlator 6 months ago
- margalabargala 6 months ago> Small anecdote: I visited a GM dealership this week and the salesperson told me Super Cruise was not enabled for test drives. The excuse was pretty weak, like the dealership would have to pay for the service or something. GM might have the technology but they are completely bungling the strategy.
That was a your-dealership issue, not a GM issue. GM doesn't run the dealerships (though they sure have plenty of influence).
I test drove the Silverado EV a month ago and got to try out super cruise.
- schiffern 6 months agoThat's a "GM's business model" problem, which is again a GM problem.
The top-selling EV maker in the US doesn't have any dealerships, so clearly it's not an insurmountable problem. GM just hasn't prioritized surmounting it.
- dangus 6 months agoTo be fair to GM, Tesla basically had to be a brand new auto company and work through a whole bunch of legal loopholes and battles just to have their direct sales model. GM and the rest of the legacy automakers are essentially bound to the dealership system and the dealerships represent a much larger lobbying base than the automakers themselves.
We are seeing this play out with VW’s attempt to direct-sell Scout vehicle's and immediately getting challenged/sued by dealerships over it. [1]
https://money.usnews.com/investing/news/articles/2024-10-25/...
- margalabargala 6 months agoNo, not really. Safeway's advertising and store layout isn't directly a Coca Cola problem business model problem. They care, they have some influence, but if the one seller goes under for being crappy another will pop up to take its place.
This is just a car dealership tying its hands behind its back and not competing well. If it isn't widespread it isn't a GM problem.
- KennyBlanken 6 months agoThe top-selling EV maker in the US also has:
vehicles regularly catching on fire for no reason
vehicles driving into the back of emergency vehicles, slamming on the brakes in the middle of highways - both because the CEO decreed that RADAR/LIDAR isn't necessary
Issues with its "self driving" randomly swerving at objects, pedesrtians, cyclists, other vehicles...
Enormous service/parts/bodywork backlogs
vehicles blacklisted by insurance companies becaue of high crash rates and repair costs
windows that randomly shatter
drivetrains that fail because you drive them in too heavy a rainstorm
a truck that cannot be driven in the snow (snow reflects light off the DRL bar, blinding the driver, the headlights getting blocked by snow, and the vehicle is stymied by barely a few inches of snow):
https://www.tiktok.com/@molesrcool/video/7446853436198358303...
GM doesn't have any of these problems (except for a small number of Bolts which had defective cells made by LG - all replaced now, and given extended ten year warranties.)
- mensetmanusman 6 months agoBusiness model enforced by the government.
- dangus 6 months ago
- nomel 6 months agoAn reasonable alternative would be for GM to have a "dealer license" mode for qualified dealers (for example, training), where they can get it enabled until the sale is complete.
- schiffern 6 months ago
- jerlam 6 months agoI am not sure you want to include international markets (if not the technology) but it seems like Baidu in China is nearly at par with Waymo:
https://www.cnn.com/2024/07/18/cars/china-baidu-apollo-go-ro...
- crazygringo 6 months ago> Earlier this month, one robotaxi ran a red light and crashed into a pedestrian, state-run paper People’s Daily reported.
That doesn't sound like it's nearly at par.
I'd love to see some direct safety comparison stats.
- crazygringo 6 months ago
- Tiktaalik 6 months ago> Strange that they would bow out.
It does seem strange but when one considers that the CEO of one of these competitors spent ~$260M to help elect the next President and he will have his ear on matters of autonomous car regulation, maybe not so strange.
If future autonomous car regulations are influenced by Musk and end up being lax and favour the technological approach that Tesla has taken, then GM/Cruise may have made significant irrelevant investments to solve issues that are no longer relevant, and this puts them on poor footing in the new competitive landscape.
It's possible they're bowing out early on the assumption that this will no longer be a competition that they can win.
- hiddencost 6 months ago100%.
To be clear, the "no longer relevant issue" is safety regulations designed to protect citizens from getting killed.
- hiddencost 6 months ago
- xnx 6 months ago> Isn't there basically Google/Waymo and then, seemingly much further behind
Yes. I think GM leadership has finally learned enough to realize how far behind they are.
- mensetmanusman 6 months agoMaybe in some small parts of the country. Tesla is dominating most everywhere else in the US. I definitely have no access to a Waymo but have been driven by FSD in heavy construction. (Do not own a Tesla myself).
- root_axis 6 months agoTesla is not "dominating" Waymo, they provide completely different offerings. Waymo provides a taxi service (like Uber) with autonomous vehicles. Tesla sells cars that offer a driving assistant feature, but the system is not able to operate safely without human supervision.
I can safely and legally take a Waymo home after getting drunk at the bar, this is not true of a Tesla.
- xnx 6 months agoIt's possible that Tesla will have a massive jump in capability of their system, but currently it doesn't do any self-driving anywhere (e.g. you can't sit in the back seat).
- bdangubic 6 months agoget drunk, pass out in a Tesla and have it take you home. come back here when this happens (ballparking 2089…).
- renewiltord 6 months agoI’ve fallen asleep alone in a Waymo on the way home. I don’t think you can do that yet in a Tesla.
- root_axis 6 months ago
- mensetmanusman 6 months ago
- chrchr 6 months agoIt makes you wonder how much more effective U.S. auto makers might be without the regulation that requires them to sell through dealerships.
- axus 6 months agoIsn't Tesla service worse than the dealerships? Maybe things have changed, my opinion is completely based on what I've read on the Internet.
- jsight 6 months agoMy dealer experiences have included hours to swap out a dome light under warranty, 1+ hours to do a software update, and a dealer trying to claim that the manufacturers automatic engine warranty extension didn't apply to my car. Also, misread a code and tried to charge >$1k for a repair that was actually part of the same warranty repair. These were separate brands and different ownership.
On top of that, one offered free oil changes for 12 months, IIRC. They'd regularly try to sell unneeded services on top of it (alignment after <12 months of ownership without even checking it first, for example).
My experiences with Tesla have been imperfect, but vastly better by comparison. There are issues, but I'd take them over the dealer experiences 100% of the time.
- Rebelgecko 6 months agoTheir buying/test drive experience is top tier IMO but I know multiple people who waited literally 4+ months to get undrivable cars repaired. Those experiences were mostly pre-2023 so maybe it's better now
- lotsofpulp 6 months agoNo, there is a reason they are called stealerships.
A Subaru dealership tried to charge $200 to reset a passenger window like this (literally just pushing the button to roll down the window and back up):
- correlator 6 months agoI love the tesla service. Bought my car without talking to a single sales person, they come to my home to rotate my tires on my schedule. Only complaint is cosmetic service tends to have a long appointment wait time, but things like a cracked windshield were immediately serviced.
I don't know how I will switch to another car brand after this.
- FloorEgg 6 months ago[flagged]
- jsight 6 months ago
- nradov 6 months agoIt's not a regulatory issue. There is no federal rule requiring automakers to sell through franchised dealers. Some states have such laws. In other states the automakers have voluntarily entered into contractual agreements that prevent them from competing with their franchised dealers.
- throwaway48476 6 months agoDealerships have massively consolidated too, they have larger profits than automakers. It's absurd.
- axus 6 months ago
- steveoscaro 6 months agoIt's weird to me to see so many people thinking Tesla is "far behind", when in reality, they're far, far ahead of the competition for a general purpose and scalable self driving solution. Seems like political biases just cloud judgement so much. Youtube now has videos comparing Tesla FSD V13 with Waymo rides on the same routes.
- herval 6 months agoI tried both extensively (have the full FSD package on my Model 3). FSD still feels suicidal in a good day, plain incapable on average.
I can’t imagine how someone would compare it to a multi-sensor setup - a single camera can’t match the level of prescience a Waymo or Cruise have. But also as the overall experience is just absurdly different. Waymo was the first tech thing I felt was truly magical in _decades_.
Meanwhile the best I can get out of Tesla FSD is straight highways. And even there, there’s random glitches (the forever annoying ghost braking being the one that makes me feel particularly unsafe with it)
- delabay 6 months agoInteresting, I use FSD for two hours a day and I can relate to none of what you have said.
- delabay 6 months ago
- bcoates 6 months agoThere are (crappy, dangerous-seeming) genuine full autonomous-assuming-you-don't-count-remote-safety-drivers Waymos on the street where I live, in volume, for a while now.
Tesla's equivalent system appears to be 100% vaporware. I don't understand the case for them not being far behind.
- Petersipoi 6 months agoThat means you live in 1 of like 6 cities in the world. Kind of hard to compare Waymo's approach and Tesla's approach and accurately judge how far ahead Waymo is. Come to my city and you will see exactly 0 Waymo's. And it isn't clear to me if it's much easier for Waymo to scale from 6 cities to tens of thousands of cities or for Tesla to scale from tens of thousands of cities to tens of thousands of cities but better.
My gut tells me Waymo is ahead, probably by a good amount. But calling Telsa FSD "vaporware" is absurd, and leads me to the same conclusion that GP already called out.
- spankalee 6 months agoWaymo doesn't have remote divers of any sort.
- Petersipoi 6 months ago
- herval 6 months ago
- throwaway48476 6 months agoThere is still interest in autonomous driving, just not assisted driving where the marketing did not match the reality.
- mkhalil 6 months ago"I visited a GM dealership this week and the salesperson told me Super Cruise was not enabled for test drives."
Seems like a) the salesperson might not know his vehicles and perhaps it just wasn't a Super Cruise enabled vehicle (meaning, it wasn't added-on to that specific vehicle). b) the actual Super-Cruise module was broken in that vehicle, and that was his excuse c) he didn't know how or wasn't comfortable with telling you how to enable it. (some people are still quite afraid of giving full control over to computers)
I have tested numerous vehicles with Super Cruise; I quite enjoyed it.
I could be wrong, but unless it's a new GM rule, afaik, and with my understanding of how dealerships work (as far as the ones I've visited), dealerships try to avoid messing with the vehicle programming as much as they can. It's rather sad, as aside from the manufactures, dealerships have the most tools and access to the vehicles programming, but rarely-if-ever stray from the service manual.
Custom programming kind of is a market for that reason.
Living in a state with a very large automotive industry, there are a lot of people who have the tools + knowledge that offer custom programming services like: Programming the key fob that if one was to hold the unlock-door button for 5 seconds, the driver side window opens. And if the lock button is pressed once, then held for 5 seconds, all the windows are rolled up. Enabling a bunch of different video codecs/formats and enabling video-playback while the car is in motion if the passenger seat detects something siting there, etc, etc...
- rgovostes 6 months agoThe vehicle was equipped for Super Cruise. The feature is tied to a subscription account, and GM/the dealership do not provide subscriptions for showroom cars. After I wrote my comment, the dealership contacted me to say they had set up a demo subscription with GM for the vehicle if I wanted another test drive.
- rgovostes 6 months ago
- jcgrillo 6 months agoThis seems like an industry wide admission that this stuff doesn't actually work, tbh. I've heard similar things from Farley at Ford--advanced lane keeping cruise control systems work, robotaxis don't. Only the "tech" companies are so committed as to double down and try to wish this sci-fi into reality. The car companies are a little more grounded in reality.
- nradov 6 months agoBut Waymo actually works? It's limited by geography and speed but they have robotaxis carrying paying customers in multiple cities. This is reality today, not sci-fi.
- jcgrillo 6 months agoWhen will it be profitable? The carmakers are betting that L3 autonomy is a profitable investment, but robotaxis aren't. Regardless of what Waymo can or can't demonstrate technically. So either the carmakers are wrong or Waymo is. I guess we'll wait and see.
- chrischen 6 months agoThe question is does it work well enough to justify its costs and beat out 70-90% of-the-way driver assistance features on peoples' own cars.
- jcgrillo 6 months ago
- nradov 6 months ago
- m463 6 months ago> the salesperson told me Super Cruise was not enabled for test drives
I wonder if this is a liability thing (driver would be responsible).
Or it could suck and the chances of buying the car go down.
I remember walking into an apple store and seeing the apple vision pro headset. I asked to try it, and they said "you can't. You have to make an appointment and blah blah". If someone adds friction to the buying process, there must be some reason - they must be hiding something (poor performance, complexity, price, etc)
- makestuff 6 months agoSuper cruise started out as high definition maps of US highways that GM made themselves. At the time (around 2018/19) they were using mobile eye’s technology/SOCs and integrating it into their vehicles. Cruise was operating as a completely separate unit and nothing was shared.
GM later had a PR release for UltraCruise which was supposedly developed in house and maybe that uses Cruise technology. However, AFAIK it was never released and is rumored to be shelved.
- griomnib 6 months agoThe competition is human drivers.
- jmount 6 months agoReminds me of my father in law's experience with Toyota (I think). The car's nav system had an update available on a CD you put into the car stereo. The dealership made him order one, instead of the much more reasonable loaning him one.
- karlgkk 6 months agoThose updates were frequently map updates, which at the time were licensed for money.
- karlgkk 6 months ago
- AlotOfReading 6 months agoCruise and GM Supercruise/ultracruise share nothing except the names and a VP somewhere inside GM. Entirely separate organizations and tech, at least the last time I had any knowledge of the matter.
- porphyra 6 months agoYeah and neither of them is close to FSD in capabilities lol. Super Cruise/Ultra Cruise is a brittle highway-only thing, only available in a handful of $200k+ GM cars, that works by localizing to a detailed lidar map of some interstate routes.
- mouth 6 months agoThis was also available on the Chevy Bolt EUV as an add-on for $2,200. The Bolt EUV started at $28,795, so with the add-on it could be had for ~$31k before tax, title, etc. Not sure where you got the $200k+ number.
- mouth 6 months ago
- porphyra 6 months ago
- onlyrealcuzzo 6 months ago> Cruise allegedly has one of the most sophisticated autonomous driving platforms, and GM's Super Cruise (if they share any tech) is comparable to Tesla FSD.
The facts don't matter anymore.
Just perception.
- ugh123 6 months ago> Interest in autonomous driving appears to be cooling across the board
I think you mean interest in level 3 autonomous driving appears to be cooling across the board
- schiffern 6 months ago
Conspicuously absent is The Car+AI Company That Shall Not Be Named.>Google/Waymo ... Amazon/Zoox ... Uber/Yandex ... GM Super Cruise ... Ford BluesClues
That's the one the press release is referring to, I guarantee it.
- rgovostes 6 months agoJust edited to add it in. Wikipedia says they're not going into production until 2027 though, and unlike the others I don't think they're operating in any markets.
- schiffern 6 months agoGM SuperCruise and Ford BluesClues are comparable products, so I don't know why you'd exclude Tesla's product as not "operating in any markets."
Other companies have neat AV demos (some that they even make people pay for), but fundamentally they can't and won't scale.
- schiffern 6 months ago
- rgovostes 6 months ago
- delabay 6 months ago> GM Super Cruise comparable to Tesla FSD
I just spit up my drink. Thank you for that.
- leesec 6 months agoYes and Google has spent 20B to get to a small rollout
- marvin 6 months agoTesla will win this, followed by Cruise.
Waymo isn't scalable.
- pj_mukh 6 months agoFor reference: "Ford BlueCruise is a hands-free driving assistance feature that allows drivers to take their hands off the wheel on certain preapproved roads"
"It seems like drivers did not find the feature compelling and were not renewing. Interest in autonomous driving appears to be cooling across the board."
No, because BlueCruise sounds like an asinine feature. To make me pay $2450 more for a car for some arbitrary selection roads for that feature to be available doesn't make sense to me.
Cruise really was on to something, well w/e GM's loss!
- nradov 6 months agoBlueCruise is a legitimate incremental improvement over more limited driver assistance systems. It clearly has some value to some drivers. But an extra $2450 is tough to swallow on a mainstream brand when middle-class consumers are already struggling to afford a new car. In a few years Ford will probably just bundle it in with common option packages.
- nradov 6 months ago
- Terr_ 6 months ago> Interest in autonomous driving appears to be cooling across the board.
My pet theory is that it really took off because a bunch of investors were hoping to capture and capitalize on the baby boomers aging out of being able to easily drive themselves. They tried to speed up technological advancements in order to meet that window of a large more-affluent cohort of potential customers.
So it might be interesting to somehow plot total "self driving" investment against that kind of customer base projection over time.
- jollyllama 6 months agoInteresting theory but I think the investment issues are simpler, and non-revenue producing business models simply don't make sense outside of the window of the low interest rate years.
- danans 6 months ago> were hoping to capture and capitalize on the baby boomers aging out of being able to easily drive themselves. They tried to speed up technological advancements in order to meet that window of a large more-affluent cohort of potential customers.
That's still a huge market. And the baby boomers are the most affluent demographic in the western world.
- jollyllama 6 months ago
- bbarnett 6 months agoI just bought a new Mustang, and from what I can tell it's total junk.
Many others on forums report the same, and here's an example of a component being borked.
AEB, Automatic Emergency Braking, is on by default and always turns back on at vehicle start.
It's dangerous. An example? Even with a camera and a separate radar, it is borked. I've been behind another car, slowing for a light, and hit a downward slope of a large speedbump and SLAM the brakes come on.
Why?
The radar suddenly sees pavement, as the nose of the car is pointed down, but the camera sees car + brake light ahead.
This is at 30km/hr, and everyone is braking fine, the car ahead is not even close. And proof it's not me is the 5 times it happened in 2 weeks, it was always something like this.
I was almost hit 3 times.
It literally panic brakes. Horribly designed.
I finally had it and removed the radar sensor with forscan.
With behaviour like this in something as simple as AEB, by no means would I trust anytiong else. Forums show people complaining about:
* adaptive cruise slowing down, or speeding up because it sees speed limit signs on offramps, or even adjacent roads
* the lane assist pulling strongly because the car thinks an offramp is the main road.
* reports of swerving into other lanes when passing some vehicles, the car confused
It's just junk.
This beta testing on our roads needs to stop.
What cracks me up is this.
If you asked a skilled software dev, if they'd prefer to have software designed by a team, any team, responsible for tgeir life? They'd likely say no.
Because we've all seen the crappy code that gets produced. We know of bugs. We know of failures in testing, automated or not.
These cars ae all extremely buggy, just as any software project is. But beyond that, auto manufacturers are notorious for cutting corners.
I just can't imagine why anyone, this decade, would want to trust auto drive anything.
- asynchronous 6 months agoI cease to understand how the average HN commentator doesn’t see Tesla as the leader in this space, and my only guess is all the FUD media around them. If you have a Tesla, you know that it’s far and above the best driver-assist software in the entire market, and next place isn’t even close. Sure FSD isn’t Waymo, but it’s entirely different tech and it can drive infinitely more places than the two cities Waymo supports.
- martindbp 6 months agoV13.2 is probably close to 1000 miles per critical intervention now. Geofence it, avoid stupidly dangerous UPLs and fix some map issues and they're already on par with Waymo. Next version has 3x the number of parameters and 3x context length. If you know anything about scaling laws you wouldn't be betting on Waymo right now.
- martindbp 6 months ago
- SkyPuncher 6 months ago
- atomic128 6 months agoHere's an interesting "lidar gem" from Hacker News a few years ago:
https://news.ycombinator.com/item?id=33554679
Lidar obstacle detection algorithm from a Git repo leaked onto Tor
This is a drivable region mapping (obstacle detection) algorithm found in what appears to be a git repo leaked from an autonomous vehicle company in 2017. The repo was available through one or more Tor hidden services for several years.
The lidar code appears to be written for the Velodyne HDL-32E. It operates in a series of stages, each stage refining the output of the previous stage. This algorithm is in the second stage. It is the primary obstacle detection method, with the other methods making only small improvements.
The leaked code uses a column-major matrix of points and it explicitly handles NaNs (the no-return points). We've rewritten it to use a much more cache-efficient row-major matrix layout and a conditional that will ignore the NaN points without explicit testing.
This is an amazingly effective method of obstacle detection, considering its simplicity.
- amacneil 6 months agoIs there any indication this object detection algo was originally from Cruise? The linked code has been rewritten and has no attribution beyond "an autonomous vehicle company".
Fun fact - Cruise did actually have a source code leak a few years back, some engineer decided to embrace the 4 hour work week and outsource their role to a contractor, who uploaded their work to a public github repo (I assume this was accidental and they intended to make a private repo). But it was not core AV code.
- amacneil 6 months ago
- standardUser 6 months agoWaymo needs competition. Who else is even close to being able to provide it? I'd hate to think Tesla is next in line because they haven't even started a commercial pilot program yet.
- boshalfoshal 6 months agoI think it will be Tesla. Regulatory pressures for them just lifted, and they move faster than all the other driverless companies, courtesy of Elon's fairly hardcore mode of operation.
It may not be a perfect driving solution (probably 1:1 teleoperator to car in the beginning), but their go to market speed is undeniably better than Waymo et al. Waymo, Cruise, etc have to map out an entire region and have long rollout timelines. In theory Tesla could say they will deploy in X city, talk with the local government to get necessary approvals, and get it going after a few test drives. Thats the tail, anyway. With that kind of go to market speed you can start acquiring customers pretty easily and start scaling up the business. Its basically the typical SaaS setup - cut some corners for market share and become the defacto player in it after some time.
I wouldn't write them out purely out of spite. Their solution is the most conducive to scaling laws, on the ML, operations, and business side.
- nojvek 6 months agoTesla is a veeeeery distant second. Elon is full gung ho on vision only. They even removed ultrasonic sensors for parking. Tesla even removed radar. Vision only is Tesla’s bet.
Meanwhile Waymo bets on jamming the car full of sensors to ensure it has superhuman 360 perception in all conditions with multiple sensor redundancy. Waymo takes safety insanely seriously. Tesla doesn’t care if 100s die in their car while on FSD. Waymo doesn’t want to make cars or manage fleets. They want to purely focus on automating the driver end to end.
Unless Tesla has a magical perception algorithm breakthrough, Waymo may expand all US states that allow it, while Tesla won’t even get an operational robotaxi with 100+ rides per year.
Elon has tremendous success in SpaceX with falcon & starlink, that’s a fact. But Tesla FSD is so much hype compared to substance.
- whiplash451 6 months agoKarpathy said in a recent podcast that they pre-train on LIDAR data so no, Tesla is not gung ho on no LIDAR. They "just" do transfer learning with inference on vision-only, which might be a great idea in the end.
- purplethinking 6 months agoTesla is a distant first.
https://www.youtube.com/watch?v=iYlQjINzO_o
- sixQuarks 6 months agoI can’t wait to see how badly this comment ages
- whiplash451 6 months ago
- upbeat_general 6 months agoMaybe I'm missing something but are there any current regulations that make it difficult to operate?
My understanding was that in many states, it's mostly just paper requirements and not any strict testing, etc.
- danans 6 months agoMost states and communities aren't ok with unproven AVs on their streets causing accidents and injuries, even if they are superficially politically aligned with the AV manufacturer's CEO.
That's a good thing, we shouldn't be lowering the bar for AVs.
- AlotOfReading 6 months agoThe only federal requirements are FMVSS, which have nothing to say on the subject of AVs. Some states have their own testing programs with paperwork requirements.
- avree 6 months agoNov 18 (Reuters) - Tesla (TSLA.O), opens new tab shares rose more than 5% on Monday after Bloomberg News reported that President-elect Donald Trump's transition team was planning to set up federal regulations for autonomous vehicles.
The report comes days after Trump named the automaker's CEO, Elon Musk, as a co-head of the incoming administration's government efficiency department. Trump's team is looking for policy leaders for the transport department to develop a federal regulatory framework, the report said, citing people familiar with the matter.
Last month, Musk criticized the state-by-state approval process, required for self-driving vehicles, as "incredibly painful", weeks after unveiling a two-seat "Cybercab" robotaxi without a steering wheel and foot pedals, set to go into production in 2026.
- danans 6 months ago
- whoitwas 6 months agoIf each car has someone piloting it because the tech can't do it, maybe the tech is the problem? I don't see how cameras can succeed. Sunlight and fog are constant and not practical to work around with visual data. I'm glad there's regulation keeping those lithium incendiaries piloted by people. People are bad enough at driving.
- iknowstuff 6 months agoEvs catch on fire less than ICE. Sunlight is not a problem. High dynamic range cams
- iknowstuff 6 months ago
- kranke155 6 months agoTesla will likely kill lots of people, but the regulatory environment will be so loose no one will care.
- pavlov 6 months agoAs a Tesla customer I’m inclined to agree. I paid in full for FSD six years ago, but never received anything even remotely usable in my region. They just took my money and kept lying. The feature is actively dangerous.
- pavlov 6 months ago
- 6 months ago
- nojvek 6 months ago
- mfkhalil 6 months agoZoox (Amazon Subsidiary) should be rolling out soon. They've already done successful test rides and should be launching in Las Vegas next year.
- master_crab 6 months agoSaw at least one zoox scooting around Vegas last week at Reinvent
- ytpete 6 months agoSaw one driving around SF recently too. Not the SUVs they've been testing here for years – but the full custom-built cube-shaped passenger taxi.
- ytpete 6 months ago
- master_crab 6 months ago
- Philadelphia 6 months agoThere’s no evidence that this is even going to be a viable business model, commercially or technically. There’s no “moat” around it or obvious first mover advantage. It seems very early to worry about competition.
- dpe82 6 months agoFirst mover advantages:
a) Early technology adopters are more forgiving of minor problems and are your free word-of-mouth marketers. The company benefits from lowered GTM costs.
b) Fast, reliable service depends on density; there needs to be enough cars on the road that there's always one available within a few minutes when you open the app; users will develop a habit of choosing whichever provider is reliably faster and that habit will become ingrained, making market entry for later movers more costly. First movers also have the advantage of their early adopters helping pay for their fleet as it's built up; later movers have to flood new markets with subsidized capacity to get to equivalent density. That works (Uber did it for rideshare) but it's expensive. So again: lower GTM costs.
Regarding whether this will be a viable market - Lyft/Uber have already demonstrated there's tons of demand for on-demand transportation services, and Waymo in SF is already very popular. One can back-of-the-envelope whether the economics work but generally speaking any time you replace labor with automation in a large market, it does.
In the long run though you're right that there isn't a moat that can't be solved with massive capital investment. But you could say the same about many markets; turns out one can have a successful company within a competitive market the old fashioned way.. by just being really good. It's harder, but it works.
- Shawnj2 6 months agoI mean Waymo already has competitors, Uber, Lyft, and regular taxis. Right now Uber and Lyft are typically strategically priced to be slightly cheaper than taxis are but I think Uber has enough margin to cut costs to compete with Waymo as they enter more markets, and Waymo needs to get people on board to make robotaxis a real thing people use and to offset their dev costs.
- dpe82 6 months ago
- lang4d 6 months agoWaymo is also in competition with non AV ride sharing companies. They'll need to make it more cost effective and/or (continue to) deliver higher quality rides
- astrange 6 months agoThey're in competition with the individual drivers, not with the ridesharing companies. The expensive part is owning the cars.
- astrange 6 months ago
- Animats 6 months ago> Who else is even close to being able to provide it?
Baidu/Apollo, maybe. There are deployed robo-taxis in China. Reviews of driving quality indicate "meh", they are sometimes directly teleoperated to get out of problems, and difficult intersections have fixed cameras the cars can see through.
- standardUser 6 months agoFrom what I've read China is forging ahead very successfully, but I assume there would be a lot of friction if they tried to enter the US market, to say the least.
- mitthrowaway2 6 months agoReading from intersection-mounted fixed cameras seems like a valid solution.
- astrange 6 months agoHas the issue with all cameras, which is that they don't work when they can't see.
Of course, if they're actually a more general kind of sensor but called a camera then it's fine.
- astrange 6 months ago
- standardUser 6 months ago
- mvkel 6 months agoHave you ridden in a waymo? I've found it to be about 95% as good as FSD, and FSD goes anywhere.
I've been very puzzled at people treating FSD as non-existent when it's very reliably good.
- jessriedel 6 months agoI’ve taken a few dozen Waymo rides, but it doesn’t matger because this is not something you can really test as a person. The entire issue is whether you have, say, 7 or 9 nines of reliability (e.g., 10x or 0.1x times more dangerous than a human), and you can’t extrapolate that from how smooth it feels or whatever. FSD doesn’t have that reliability, which is why they don’t let you sleep.
- pb7 6 months agoYes, I have, it's been than anything else out there and it's not even close. There was never a moment in time that Waymo was not a distant leader despite how competitors wanted to appear.
- jessriedel 6 months ago
- sixQuarks 6 months agoYou have it wrong buddy. Tesla is the one that needs competition, they’re going to have a robotaxi monopoly soon.
- standardUser 6 months agoTesla hasn't even launched a pilot program. Cruise has actual commercial road hours logged and Waymo has a fully operational commercial service that keeps expanding. Tesla has a LOT of catching up to do. Cities won't just let them launch a service on a whim. It's going to take years to catch up.
- sixQuarks 6 months agoWe shall see…
- sixQuarks 6 months ago
- standardUser 6 months ago
- lm28469 6 months agoDidn't Waymo's CEO admit self driving cars were a pipe dream a few years ago ?
- lm28469 6 months agoCan't edit my comment but seeing the number of downvotes I might as well enlighten a few people: https://www.cnet.com/roadshow/news/alphabet-google-waymo-ceo...
- standardUser 6 months agoThat was 6 years ago. I find it odd for a CEO to talk so cautiously (odd but perhaps refreshing), but I'm certainly not holding anyone accountable for what they said in an interview 6 years ago when it relates to a bleeding edge industry.
- standardUser 6 months ago
- lm28469 6 months ago
- fixprix 6 months agoI don't see how Waymo is going to survive the onslaught that is CyberCab. Cheaper to build and operate, more efficient, much faster to build, and deployable across all cities without any manual configuration. The clock is ticking on Waymo, they have 2 years to figure out how to compete otherwise they're cooked.
It's very similar to legacy space and internet, the existing players saw SpaceX coming years out, did nothing and got crushed.
- ketzo 6 months agoIsn’t it kinda the other way around? I feel like the clock starts the first time a CyberCab gives a paid passenger ride, and that seems like quite a ways out — potentially much more than 2 years.
And Waymo has that whole time to bring down their costs of construction, learn how to solve problems of scale, and so on.
I agree that a CyberCab would have structural advantages if the service were at parity w/ Waymo, but that is a very big hypothetical!
- kevindamm 6 months agoMore than that, even -- Waymo is already transitioning to having partners that do the operations & maintenance work while they focus on the tech. I read this as a confidence in the tech timeline, strategy, and maturity. Meanwhile, Tesla's strategy is "hype, ???, deal with it."
I know which one I'd back.
- delabay 6 months ago"Tesla has a software problem, Waymo has a hardware problem" - Andrej Karpathi
Is it easier to ramp to 1M vehicles a year and cut BOM costs by 80%, OR, install more GPUs and collect more data?
- kevindamm 6 months ago
- fyrn_ 6 months agoThere is no proof that tesla can make FSD work with the level of safety they would need for a robitaxi service. Especially with camera only.
If they do pull that off, or are able pivot to a fused sensor architecture then I do think their hardware potential will make them a good competitor.
- derektank 6 months agoI agree completely with everything you've said, but it's worth keeping in mind that if legal/compliance requirements were to be loosened, a company could expand their offerings with a less robust safety record. And someone close to the incoming presidential administration would be in a position to influence what those requirements are.
- floxy 6 months agoI'm not up to speed on the area of autonomous driving at all. Does anyone know if Tesla is basing its next moves off just what the cameras see at the current moment that gets fed into the model? Or is there also a "mapped" component, where it looks up previously mapped information from other Teslas that have traversed this area before? That is what I understand Waymo and GM Supercruise do at least some of the time. There are only certain pre-mapped routes that Supercruise will work on.
https://electrek.co/2024/02/15/gm-nearly-doubles-map-super-c...
- honeybadger1 6 months ago[flagged]
- derektank 6 months ago
- jitl 6 months agoWhat is this based on? Some made up target numbers? Tesla isn’t going any of this stuff yet so they have no idea what it really costs.
- 01100011 6 months agoAm I living in a bubble or is much of the excitement behind autonomous cabs just hype? Like, sure, it will be popular, but the way some folks(and not just Tesla zealots) talk about it, it will be 25% of global GDP.
Beyond, idk, saving my relatives the task of driving me to the airport, I don't see my family using an autonomous taxi at all. I think I'm like many Americans in that I like my personal vehicle because it's mine. I'm comfy in it, it's filled with only my stank, and I have tailored it to my liking.
- standardUser 6 months agoif you understand why Uber, Lyft and taxis are such a big industry than you understand why driverless rides will be such a big industry. It's the same industry. But driverless requires a fraction of the labor cost, hence the potential for cheaper rides that will only grow the industry even larger. And I don't have to tip a robot.
- standardUser 6 months ago
- madeofpalk 6 months agoVery possible, but first you've got to ship.
- sidibe 6 months agoOh ye of little faith, why wait for cybercab when the model 3 was driving NY to LA driveway to driveway in 2018. Waymo died years ago
- BXlnt2EachOther 6 months agopossible context... summoning from NY to LA around January 2018 was a real promise by Musk.
https://x.com/elonmusk/status/686279251293777920
edit: removed talk of downvotes, just providing the tweet.
- 6 months ago
- BXlnt2EachOther 6 months ago
- thr3000 6 months ago[flagged]
- bumbum69 6 months ago[flagged]
- ketzo 6 months ago
- boshalfoshal 6 months ago
- rmason 6 months agoFurther proof that General Motors is run the finance types, not car guys.
Wonder if they'd sell Cruise back to the founders for say a buck? Sure Cruise could then cut a deal with another auto maker. Maybe even get financing from one?
- dilyevsky 6 months agoCruise burn rate was to the tune of 1B a year as reported by GM. Needs to be someone with very deep pockets to put it mildly
- cameldrv 6 months agoGM is is making 12 billion a year of profit though. It seems like madness to cut Cruise unless there is no hope of it ever working or making a profit… The only U.S. competitor besides Waymo that’s seemingly remotely in the ballpark is Zoox.
- dilyevsky 6 months agoOh believe me i agree. As a former Cruise employee (i left in 2019) it’s incredible to me how they went almost all the way only to get it gutted like that
- dilyevsky 6 months ago
- jrpt 6 months agoEven Waymo has external investors. It’s not all funded by Alphabet.
- dilyevsky 6 months agoCruise had that too - i think 2B from Honda
- dilyevsky 6 months ago
- peanuty1 6 months agoGM’s current annual expenditure on Cruise amounted to about $2 billion, and the restructuring would cut that by more than half, CFO Paul Jacobson said.
https://www.cnbc.com/2024/12/10/gm-halts-funding-of-robotaxi...
- cameldrv 6 months ago
- nitwit005 6 months agoSurely the car guys are actually fans of driving?
- oldpersonintx 6 months ago[dead]
- dilyevsky 6 months ago
- burningChrome 6 months agoGM is hemorrhaging money on several fronts:
Dec 4th, 2024
GM braces for a $5 billion hit as it fights to keep up in China’s intensifying EV price war
SAIC-GM revealed in a regulatory filing on Wednesday (via The New York Times) that it expects to write down between $2.6 billion and $2.9 billion in the fourth quarter. The automaker is also expecting another $2.7 billion in restructuring expenses.
https://electrek.co/2024/12/04/gm-faces-5-billion-hit-ev-bat...
- seanmcdirmid 6 months agoGM has a minority ownership at 49%, so I expect that SAIC is taking an even bigger hit? Reading the article, it seems like SAIC-GM is taking the hit, not GM, so divide those losses/expenses in half and that is the effect on GM
- seanmcdirmid 6 months ago
- ra7 6 months agoGM believed Kyle Vogt when he was hyping up their tech by having small, meaningless deployments in a dozen cities and promising $1B revenue by 2025. Then they had that incident and GM found out exactly how far behind Waymo they are. Waymo is now giving 175k rides every week and expanding to new markets every year. No other robotaxi company in the entire country giving rides to the public.
Now they've gone back to what I think GM's original plan was for acquiring Cruise — using their tech for passenger cars. Selling cars is GM's bread and butter. This wasn't going to end any other way.
- Animats 6 months agoCruise started as "fake it til you make it", with a drive down the Great Highway in San Francisco. The ideal public road - several miles of straight road with no cross streets. They managed to parlay that into an acquisition by GM and board seats on GM's board.
Then they didn't deliver.
Waymo hasn't left blood on the pavement. Cruise and Tesla have.
- dilyevsky 6 months agoWildly misleading comment. Like none of this is true. Cruise started as a retrofit kit for audis similar to comma.ai then they pivoted to l4.
- Animats 6 months agoHere it is, the original Cruise RP-1 video.[1] There's the car, driving down the Great Highway in the Sunset district of San Francisco. Perfectly straight, no cross streets, great visibility.
[1] https://videos.dailymail.co.uk/video/mol/2016/03/11/70647585...
- Animats 6 months ago
- Sephr 6 months agoWell, no human blood. A Waymo has hit a dog in what seemed like an unavoidable accident.
- CamperBob2 6 months agoWaymo hasn't left blood on the pavement. Cruise and Tesla have.
As long as we're clutching our pearls and being overdramatic, how much blood have the humans left on the pavement in the meantime?
- Veserv 6 months agoOn a normalized basis in the USA? 1 fatality per ~4000-5000 years of driving. 1 injury per ~60-70 years of driving.
Can you point to scientifically rigorous evidence, at least reaching the bare minimum of fit for publication, of the absolute level of safety of those systems and where they stand in comparison?
How many people am I allowed to kill or injure before I need to run scientific studies on unproven and empirically fatal technology?
- 6 months ago
- Veserv 6 months ago
- honeybadger1 6 months agoconsidering humans leave oceans of blood in their wake with their own driving, all of the autonomous driving companies are doing great by your measurement of success
- aprilthird2021 6 months agoThere's always someone saying this, and they always don't seem to realize that random humans aren't a company with billions of dollars in investment. If your billion dollar investment kills someone and you are even possibly found liable, that can kill the whole company right there
- aprilthird2021 6 months ago
- dilyevsky 6 months ago
- wahern 6 months agoI took cruise at least a dozen times, back when they were giving free rides from downtown SF late at night, originally advertised as a promotion for restaurant and hospitality workers going home. (I was just hacking late into the night ;) I lived on the other side of town, so it was about a 6 mile trip.
I can't speak to their technology, but generally speaking Cruise seemed too cautious, both in the aggressiveness of the driving, and in how quickly the company capitulated. I've taken Waymo a few times and what stands out to me is how aggressive Waymo cars are. As a passenger this aggressiveness makes them feel more sophisticated, not to mention faster, but the cars also spook pedestrians to a greater extent as they nose their way into traffic or through turns. Nonetheless, Waymo has been more adept at moving past bad publicity than Cruise, including in the face of accidents.
Above and beyond whatever technological shortcomings there may have been[1], I think there was a management and business development mismatch between GM and Cruise. Cruise manifestly worked well enough. With better management--more honest, but also more aggressive--it could have been a contender; heck, it was (is?) the onlyproven competitor to Waymo for autonomous public taxi service, at least in the U.S.
[1] In 3 Waymo trips remote intervention was required once, which is a comparable ratio to my Cruise trips.
- throwaway48476 6 months agoSo stupid. If something has proved to be possible then you as number 2 can hire people from 1 to replicate it. China is built on this principle.
- AnotherGoodName 6 months agoThat would require paying more than competitors and that’s unacceptable to anyone except for the successful companies that commonly do just this.
I’m serious about this point too. Eg. Intel pays less than half of what tsmc in Taiwan pays for similar jobs on a ppp basis after 20years of wage freezes and cuts at intel. They can’t poach any talent and investors want more layoffs and wage freezes next quarter to fix the decline they see. GM is similar. It’s not going to turn around and start competing in the high end labor market reasonably. It can’t. The big shareholders would sack the ceo in seconds. Think GM could ever compete with Google (Waymo) in a market where ai engineers can earn ) 1m/yr? Ha! The MBAs wouldn’t allow it for a second.
- AnotherGoodName 6 months agoTo follow up on above I’ll give a clear example. $77k/yr hardware engineer degree required job at intel in a high cost of living area for anyone wondering how dire the situation is at these uncompetitive companies.
https://www.indeed.com/cmp/Intel-Corporation/job-titles/Inte...
They unsurprisingly rate ‘very easy interview’ on glassdoor since they’d hire no one without lowering the bar significantly. I would never begrudge anyone working at these broken companies either fwiw. You just have to be aware it’s a job you have while looking for a reasonably paying job. If anyone wants a lesson in the core place the rot starts consider maybe there’s a reason intel is struggling to achieve what it’s much higher paying competitors achieve.
A very similar story plays out for GM, Boeing and the other rotting companies. Short term focus leading to non-competitiveness in the labor market leading to poorer results in all aspects. GM is not going to win this. They can’t due to a focus on production lines using minimum wage staff and applying that to knowledge work.
- BoorishBears 6 months agoMy Cruise offer was the highest of the 3 AV companies I got offers from. Cruise was known for great comp and worse working conditions/tech when I was searching
- AnotherGoodName 6 months ago
- Wytwwww 6 months agoWhat Waymo is doing is very localized and really only suitable for self-driving taxis and not normal cars. Not clear if that would help GM to sell more cars in the short to medium term (and obviously their execs have no reason to care about anything else).
- throwaway48476 6 months agoA taxi is a car. The taxi industry is by itself profitable. GM should be in thr business of making money, with or without cars.
- throwaway48476 6 months ago
- lateforwork 6 months agoRight here in the US, this is how Bill Gates built Microsoft.
- acchow 6 months agoProbably China will always outpay Cruise so you see migration from Waymo to Chinese companies, but not to cruise
- Animats 6 months agoRemember what happened to the Google employee who tried to leave and take some of the technology with him.[1]
- lsaferite 6 months agoThere's leaving with what's in your head and there's M. Levandowski. Very different things.
- renewiltord 6 months agoHe was pardoned by the President. I enjoyed that. Pretty random one to pardon.
- lsaferite 6 months ago
- AnotherGoodName 6 months ago
- atomic128 6 months agoA quick search of Hacker News brings up many warnings, presumably from engineers inside the company.
For example: https://news.ycombinator.com/threads?id=reTensor
It was well-known and well-leaked that something was wrong with Cruise.
- ec109685 6 months agoThere was so much noise about autonomous vehicles in SF from first responders and other officials. There was a segment that dismissed this as histrionics about self-driving cars.
As soon as Cruise closed up shop, the complaints went way down.
- iknowstuff 6 months agoMy fav was when a bus driver killed a pedestrian but Muni blamed Cruise for his death because it was allegedly blocking responders. They managed to completely shift media blame from bus drivers to evil robocars.
https://sfstandard.com/2023/09/12/muni-bus-killed-san-franci...
- iknowstuff 6 months ago
- whiplash451 6 months agoSome it could also be cold math of expected gains vs expected losses. The expected gains are growing slowly, but the major blunder of last year has made the expected losses skyrocket.
- seltzered_ 6 months agoRelated: https://bsky.app/profile/niedermeyer.io/post/3kdca25huko2e ->
https://www.bloomberg.com/view/articles/2018-02-02/safety-nu... (2018)
https://safeautonomy.blogspot.com/2023/10/a-snapshot-of-crui... (2023)
- jamiequint 6 months ago[flagged]
- standardUser 6 months agoAd hominems aside, it's easy to cheerlead Waymo since they stand alone as the nation's only commercial robotaxi service. They're expanding, their track record is exceptional, and having used them a handful of times they definitely leave an impression.
- schiffern 6 months agoWaymo's strategy traded "do robotaxi early" in exchange for big penalties in cost-per-car (LIDAR) and cost-per-city (requirement for millimeter mapping).
Yes it gets them early service in a small number of cities, but it dramatically kneecaps their ability to scale to the entire planet.
- schiffern 6 months ago
- ra7 6 months agoNope. But feel free to add something substantial to what I said.
- 6 months ago
- jamiequint 6 months ago[flagged]
- 6 months ago
- standardUser 6 months ago
- Animats 6 months ago
- paxys 6 months agoPretty bad news for the space as a whole. A decade and a half ago there were a dozen+ companies and tens of billions of VC dollars in the space. People were proudly proclaiming the end of driving. Now all but one of them have folded.
My thoughts today are the same as they were back then. Self driving will only be solved city by city and street by street. Local governments will need to create dedicated closed-off autonomous lanes with sensors. Auto manufacturers will need to abide by a common standard to talk to local infrastructure and to each other.
Instead we chose to solve the problem in the most complex and inefficient way possible, and are now seeing the results.
- jcgrillo 6 months agoIf you're going to block off lanes and install sensors why not just lay track and use streetcars? Rail is way more efficient. This has been a solved problem for the better part of two centuries.
- paxys 6 months agoThat's like asking why do cars and roads exist at all when everyone can just use public transit.
The answer is that people want cars. They want to drive. They want to be taken directly from point A to point B without needing to walk to transit stops and switch buses/trains and face unpredictable schedules and delays.
Autonomous road infrastructure is a sensible, incremental improvement. And in fact city buses will tend to benefit from it the most.
- panick21_ 6 months agoOk so your problem with fixed infrastructure is that it is fixed, and your solution is to create a slightly different fixed infrastructe that has many of the same problems, but instead its more expensive, less tested, less safe and less efficent?
> The answer is that people want cars.
Actually in many cities in the world, only a minor % of people own a car. And even those that do own a car don't use if for that many trips.
> They want to drive.
Driving in cities is almost universally hated and is proven to cause lots of stress.
> and face unpredictable schedules and delays.
Because in cars its impossible to have unpredictable delays, roads are always completely open and there is never any concention?
In most cities in the world, public transport has less unpredictable delays compared to driving.
> Autonomous road infrastructure is a sensible, incremental improvement. And in fact city buses will tend to benefit from it the most.
A sensible incredmental improvment are regular bus lanes with regular trolley buses.
- quest88 6 months agoI almost agree. I'd say people want the most convenient thing. We can see people do not want to drive by the fact people who owns cars take public transit, or take the high speed train when driving is an option.
- jcgrillo 6 months agoHow are you going to keep me in my non-autonomous car out of your special "autonomous only and also maybe busses" lane?
EDIT: and yes, it's a completely reasonable question to ask why invest in special new kinds of roads when more people would be better served by public transit.
- panick21_ 6 months ago
- alwejrlaw 6 months agoAs much as I love urban rail, its usefulness scales in direct proportion to population density. Europe has >2x the population density of the US. Japan has 10x the population density of the US. Rail for transit just doesn't make as much sense for the US. It works in a few of our densest cities, but nowhere else. Buses are cheaper, simpler, and easier than rail, but also are useful in proportion to density.
- mrguyorama 6 months agoThis has always been a bullshit claim. The US HAD good urban rail infrastructure back when we were less dense and had half as many people total.
Even if the claim (you need Europe density) wasn't trivially false, several parts of the US DO meet that level of density and could easily support good public infrastructure.
Or do you not know that in the early 1900s nearly every city had copious public transportation that was relied on by literally everyone in the city?
- astrange 6 months agoJapan has pretty good rail in the parts of the country that aren't dense. The way you get it is (among other things) transit-oriented development, which the US has the exact opposite of when they surround suburban train stations with giant parking lots.
- mrguyorama 6 months ago
- 6 months ago
- toast0 6 months agoStreetcar rails are terrible for bikes and pedestrians. Dedicated bus lanes are a lot more flexible. A rail car is probably more efficient than a bus, but a bus is a lot less expensive.
- Doctor_Fegg 6 months agoAs a cyclist I’d rather take my chances with streetcar rails than with cars. Rails don’t appear from nowhere and hit me.
- Doctor_Fegg 6 months ago
- htrp 6 months agoI feel like we did that back in the '50s and then the auto lobby had us strip it all out (in the USA)
- astrange 6 months agoEarlier than that, and IIRC what actually happened was cities decided the streetcars were greedy, put price caps on the fares, and they went out of business.
- astrange 6 months ago
- paxys 6 months ago
- cortesoft 6 months agoThat could also mean that one company just won, right? Ten companies try to do a really hard thing, nine fail, one succeeds, the nine failures close down.
Seems pretty reasonable for difficult new tech.
- paxys 6 months agoHas Waymo "won"? At its peak Cruise was operating in more cities and had more cars on the road than Waymo does today. Look at how that ended.
- tialaramex 6 months agoWhen was this peak, which cities and how many cars? Waymo has a few hundred cars, and is serving the public in Phoenix, LA and San Francisco, as far as I can tell Cruise had a kinda shaky San Francisco service, with restricted hours, now discontinued, and they have a tourist zone Dubai service and... some test areas.
So I must be missing a lot of cars and a lot of extra cities with service. Or you've confused ambitions (Cruise wanted to have thousands of vehicles and wanted to be in dozens of US cities by 2027) with reality (Neither of those things happened)
- tialaramex 6 months ago
- paxys 6 months ago
- burlesona 6 months agoInfrastructure for automation is happening: https://www.cavnue.com/
- nopinsight 6 months agoWith world models like Genie 2 and other advances in LMMs (large multimodal models), the aspiration of human-level autonomous vehicles might be realized relatively soon.
https://deepmind.google/discover/blog/genie-2-a-large-scale-...
- jcgrillo 6 months ago
- nojvek 6 months agoPeacetime CEO doing peacetime things when war is about to hit them while they’re asleep.
That being said it’s usual in US for CEOs to be rewarded in short time with stock raises when they cut costs.
Innovation is not a game for the light hearted.
Google is playing that game with Waymo and ploughing billions every year. GM doesn’t have the same risk bearing culture.
- porphyra 6 months agoFord did the same thing a few years ago when they shut down Argo and brought it in house as Latitude to work on ADAS tech instead of actual self-driving cars. Does anyone know if Latitude has shipped anything?
- yard2010 6 months ago> After spending more than $10 billion on its robotaxi unit, General Motors is abandoning its Cruise driverless ride-hailing service.
Where is the money? I don't mean to be as snarky as Cruise founder, but how can you burn that amount of money and not show results?
- lm28469 6 months agoIt's relatively easy, take a cutting edge problem that can't be solved, hire engineers paid 500k-1m/year, put them in a fancy office for 10 years.
- yreg 6 months ago>not show results?
They operated a robo taxi fleet for a time (until they got involved in an accident and mislead the following investigation), what other results would you like to see?
- pulse7 6 months agoJust hire a bunch of AI experts which earn the NHL-star-level amounts...
- hashtag-til 6 months agoSadly the so-called AI experts can't be used as marketing tools to sell shirts and merchandise :)
- hashtag-til 6 months ago
- rasz 6 months agoA lot of it probably burned on Cloud GPU/Compute.
- lm28469 6 months ago
- eappleby 6 months agoGM stock up 2.5% since the announcement, so it doesn't look like investors attributed that much of GM's future value to Cruise (or that shutting down the robotaxi development was already assumed)
- mensetmanusman 6 months agoStonks go up. No need to invest in the future since retirement is a few years away! (More holes in the life raft?)
- paxys 6 months agoWell yeah they just cut $1B/yr of spending from their books.
- mensetmanusman 6 months ago
- aanet 6 months agoArchive https://archive.is/20241210211353/https://www.bloomberg.com/...
QUOTE: Cruise and GM’s technical teams will be combined into a single effort focused on developing autonomous technology to offer in future models sold by GM, according to a statement Tuesday. GM said it will no longer fund robotaxi development work “given the considerable time and resources that would be needed to scale the business, along with an increasingly competitive robotaxi market.”
It’s a big retrench for GM and Cruise, which survived a shakeout among autonomous-driving companies and restarted operations after one of its cars dragged a pedestrian last year. ...
The move has significant implications for GM. Chief Executive Officer Mary Barra wanted to transform the automaker into a transportation technology company and double GM’s revenue by 2030 in part by generating $50 billion from Cruise. Without a robotaxi business to bring in fares, that goal looks remote. /QUOTE
The business of robotaxis has always been a bit suspect, given the unit economics of running 1000s of taxis, each with ~$100K of equipment (even as the COGS were coming down each generation).
My 2c: the only reason Waymo is succeeding (so far) is that its parent Alphabet has deeep pockets, it has a a 6th gen (?) technology of its AV driver, and they already exited the other AV trucking segment... implying they need to succeed in robotaxis, so it's all hands on deck. It also helps that they have, so far, NOT blundered their way (=> a significant pedestrian collision) the way Uber ATG did or Cruise did.
This is a loong game to win, far longer than anything the tech bros have promised their their investors... We are still in the initial innings
- VirusNewbie 6 months ago>is that its parent Alphabet has deeep pockets
I wouldn't underestimate the advantage of not having to bootstrap a planet scale backend/ML platform. Look how much R&D Uber spends on software and they're not even doing the same level of ML. Waymo can just start using excess capacity across the google fleet whenever it wants for training and simulation. That's a huge advantage.
- VirusNewbie 6 months ago
- alkonaut 6 months agoWhich cities in which countries and climates have robotaxis (or have had robotaxis) now?
It felt like there was a lot of buzz around it a while back but then it only happened in a couple of cities which were just US cities with favorable climate. Did it ever move beyond that? You'd think that if the market is really competitive, then operators would bring it to cities where it doesn't exist, rather than just all competing in the same small handful of cities?
- Shawnj2 6 months agoI actually think robotaxis will never really catch on widely in the US outside of big cities or maybe very poor people with no other option or misc use cases like if you own a car and drop it off at the dealership or if you’re out with friends and want to go home early. Most of the US is designed for you to own a car and drive it everywhere, just because cars can drive themselves now isn’t going to make self driving taxis more convenient than driving yourself without changes to how cities are already set up. Eg if you use a taxi you have to drag all your stuff with you and it’s less convenient if you live in a place where parking is effectively guaranteed. I think it will displace the existing app based taxi market and regular taxis by offering lower prices but greed will prevent companies from pricing them low enough for them to truly get people to stop driving personal vehicles. They’re really going to do well in parts of the world where taxis are already very popular because parking is limited or expensive like Singapore, Japan, China, and Europe.
- floxy 6 months agoI was thinking that elderly passengers could be one use-case where robotaxis catch on. Although I guess you'd still be poor in this circumstance, since otherwise you could just own a self-driving car. Or have the self-driving car from one of your adult children drive you around when they are at work. And so I just talked myself out of robotaxis being a very big market for the elderly.
- Shawnj2 6 months agoAccessible taxis already exist and are probably better for elderly people since they have a drive to help you get in and out of the taxi
- Shawnj2 6 months ago
- floxy 6 months ago
- Shawnj2 6 months ago
- xyst 6 months agoAbout time. Cruise was an absolute joke. The number of close calls I have had with Cruise vehicles either has a pedestrian or automobile is way too high.
- mathattack 6 months agoGM is a finance company, not an engineering company. Even buying the engineering doesn’t work.
Their last great innovation was Saturn, and they killed that too.
- 6 months ago
- someonehere 6 months agoCruise was garbage when I rode them. Sat in the car for ten minutes waiting for it to go. Someone over the car speakers said they were doing something to get my ride ready. I could have walked to my next destination but wanted to give them a chance.
Waymo has been a little less expensive than Uber/Lyft for me. I just saw a Zoox autonomous vehicle today. That weird looking box with no drivers seat.
- rangestransform 6 months agoHow much did recent UAW negotiations contribute to this?
- majestik 6 months agoGM cars and Cruise autopilot - two wrongs never made a right.
- AbrahamParangi 6 months agoFrankly, I think Tesla is going to win this. The new self-driving is remarkably good. Based on this alone, I estimate (actual) level 5 self driving in 2-3 years. I'm convinced that the lidar sensors are essentially unnecessary and the vision-only strategy is basically going to work and be much cheaper in the process.
- paxys 6 months agoHow about we wait till they have given a single public ride before crowning them winners? At the moment Tesla's effort is nothing more than a marketing campaign.
- havaloc 6 months agoTesla FSD version 13 (new version) videos are starting to trickle out on YouTube and while they could be edited, it does seem to handle some crazy stuff fairly well.
- havaloc 6 months ago
- wepple 6 months ago> I think Tesla is going to win this.
If Tesla can do level 5 in 2-3 years as you say (and that might be a pretty big “if”), that places them 5+ years behind Waymo.
What leads to the win here, then? Waymo constrained by the cost of LIDAR? Is it truly such a massive % of build cost that they can’t succeed? Is it that Tesla is vertically integrated?
- AbrahamParangi 6 months agoIt only needs to be good enough for lvl 5, then it's just regular automotive economics.
- AbrahamParangi 6 months ago
- brcmthrowaway 6 months agoHow does vision work at night?! RGB Cameras dont see anything...
- mensetmanusman 6 months agoApparently they have been surprised at how few photons are required to see for these sensors. They are skipping the image computer vision step and going from photons to car control in as few layers as possible.
- smaddox 6 months agoApparently they're using this CMOS sensor: https://www.onsemi.com/products/sensors/image-sensors/ar0136...
It's not an event camera, so it's very much taking images, which are then being processed by computer vision algorithms.
Event cameras seem more viable than CMOS sensors for autonomous vehicle applications in the absence of LIDAR. CMOS dynamic range and response isn't as good as the human eye. LIDAR+CMOS is considerably better in many ways.
- smaddox 6 months ago
- porphyra 6 months agoThe Tesla cameras have surprisingly good dynamic range and can see stuff incredibly well even when human eyes struggle.
- plun9 6 months agoHow do people see at night while driving?
- mensetmanusman 6 months ago
- AbrahamParangi 6 months agoPeople hate the concept of Musk winning again, I guess.
- paxys 6 months ago
- cyrux004 6 months agoGoing to leave this here
https://blog.comma.ai/a-100x-investment-part-1/https://blog.comma.ai/a-100x-investment-part-2/
- ollin 6 months agoyup, george also commented on the cruise news here https://x.com/realGeorgeHotz/status/1866617393436651688
- ollin 6 months ago
- thr3000 6 months agoSad news IMO. "We're not cut out for the future. We're all in on the dying business." Dunder Mifflin level stuff.
Cruise cars were way more numerous around SF, although the service was worse than Waymo's. That stupid October 2023 accident really snowballed, and it wasn't even their (primary) fault.
- itake 6 months agomy understanding is they lied to regulators. telling the truth is easy. lying is their fault.
- infotainment 6 months agoAgreed -- I think things would have gone much better for them if they had been upfront and transparent about the incident, instead of the sketchy cover-up.
- jessriedel 6 months agoRight but this is even more reason to not trash the technology.
- infotainment 6 months ago
- itake 6 months ago
- oldpersonintx 6 months ago[dead]
- Jackosas 6 months ago[flagged]
- parthdesai 6 months agoThis is just a spam account @dang.
- parthdesai 6 months ago
- rjtc 6 months agowait so are cruise employee RSU's 0 now? XD
where is YC's top tech success now?
Shows that most yc companies are clownshoes who pale in comparison to the tech chops of actual tech companies
- bfrog 6 months agoYeah the robotaxi is a pipe dream grift. Humans are gross and nasty, I think some of these people need to do a ride along in a cab sometime in the winter in a busy poorly marked city on a Friday or Saturday night. Pray tell how the robot kicks passengers out or navigates the inevitable unexpected weather/human activity.
- lowkey_ 6 months agoThe past couple years, I've consistently used robotaxis whenever in SF. Definitely not a pipe dream.
- Aloisius 6 months ago> Pray tell how the robot kicks passengers out
Why not just keep the meter running? Then it ceases to be a problem.
- mensetmanusman 6 months agoExactly. Easy solution.
- bfrog 6 months agoSounds like a dystopian hell to me. Best of luck contacting the robo help support for the robo taxi trying to explain your unique human scenario that it’s never seen I guess.
You bled all over the car because you were shot and then crawled out looking for help because the AI had no clue wtf to do? Ok good luck sir, you owe us 10 days of metered fairs. No there’s no human to get help from.
- bfrog 6 months ago
- mensetmanusman 6 months ago
- sidibe 6 months agoIt's wild that no one bats an eye at these things in some locations now and in other places people still insist they'll never exist
- ricochet11 6 months agoi’m using ponyai everyday here it’s great (China)
- lowkey_ 6 months ago
- leesec 6 months agoThe market will narrow down to 2 companies, Tesla and Comma AI, just as George Hotz has been predicting for close to a decade. Waymo will not survive
- gitfan86 6 months agoTesla Driver assistance as it exists today makings driving far easier. You can relax and once you learn where it needs help very rarely take over. It only needs to continue the rate of improvement for another 9 months and you have robot taxi.
Lots of people are ignoring this because of politics.
- jeremyjh 6 months agoIts needed another 9 months for about 5 years now. Tell me, was it also for political reasons that Tesla stopped reporting disengagement data?
- sixQuarks 6 months agoThe difference is that it’s not Elon saying this anymore. It’s the actual beta testers, and other people that work at Tesla saying this.
The Elon hate is so ingrained here, people are ignoring what’s happening right in front of their eyes.
- jeremyjh 6 months agoThis is what is in front of our eyes: https://www.templetons.com/brad/robocars/timeline.html
Maybe yours see something different.
- gitfan86 6 months agoYes that is what i'm saying but people still have the "I HATE ELON" blinders on and can't think for themselves.
- 6 months ago
- jeremyjh 6 months ago
- sixQuarks 6 months ago
- thefreeman 6 months agoNo, people are ignoring it because they’ve been “9 months away” from robo taxis for at least five years now. 80 / 20 rule.
- jeremyjh 6 months ago
- Filligree 6 months agoI'm not sure I want autonomous vehicles to work.
It would, inevitably, lead to more cars in cities. Probably faster cars. Both are the opposite of what we need; it isn't just about safety.
- rangestransform 6 months agoPeople getting to their destination safer, faster, insulated from weather and crackheads, not listening to showtimes, not breathing in subway tunnel air [1], is good for the individual
People consuming less energy to get to their destination [2] is good for society
[1] https://engineering.nyu.edu/news/subway-air-pollution-dispro...
- FredPret 6 months agoWho decides "what we need"?
I say "we" do - ie, if people want to buy autonomous cars, then that's what's going to happen.
Incidentally if there's a large number of autonomous cars available in a fluid and efficient market, that would probably mean fewer people need cars in total.
- SequoiaHope 6 months ago> I say "we" do - ie, if people want to buy autonomous cars, then that's what's going to happen.
Baked in to this is the assumption that the operation of markets are democratic, but they are not. A very small number of people decide where investments go, what tech to design, and what to buy. The alternative - public transit focused infrastructure, is not available to buy in small quantities. Huge investments have to be made before anyone can “vote with their wallet” on public transit. And similarly, billions have to go in to AV development before anyone can buy in to it. And those with more money always have more “vote” in a “vote with your wallet” scenario. Fifty percent of the people in the US have so little money as to make their votes nearly meaningless in such a scenario. That’s not “us” making a decision that is very much certain people making that decision.
- FredPret 6 months ago> A very small number of people decide where investments go, what tech to design, and what to buy.
Baked into this is a certain kind of economic unrealism that you frequently see online. Rich people aren't endless fountains of capital. They fund things that work, ie, things that sell, ie, things the public likes. Rich people who have some other investment strategy than this go broke.
> Fifty percent of the people in the US have so little money as to make their votes nearly meaningless in such a scenario.
I think if you look up the median wealth and income of the US, and the purchasing power of the US middle class in aggregate, you'll be very surprised by how much sway these people have. Its true that the upper-middle class and the rich are even better customers, but many fortunes have been made catering to the whims of the median American. The US consumer rules the world.
And all this is just academic. Countless poor and middle class families buy cars every day because it's a way better option than living in an urban zone and taking a bus.
- FredPret 6 months ago
- SequoiaHope 6 months ago
- udkl 6 months agoHere is a hour long video exploring the topic that I watched today and found interesting https://youtu.be/040ejWnFkj0?si=RSiymNzmpWD7cOeW
- mensetmanusman 6 months agoI do if it kills fewer and makes streets safer for pedestrians.
- 6 months ago
- astrange 6 months agoThat's what congestion pricing is for.
- rangestransform 6 months ago
- idunnoman1222 6 months agoWaymo is just a guy in India driving your car
- sadeshmukh 6 months agoIt really isn't - it isn't even remotely possible
- sadeshmukh 6 months ago