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Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by screye on Sunday January 24, 2021 @04:36PM (#25896343)
I worked with a self-driving product team a couple of years ago. Tesla's approach was looked upon with suspicion and often openly mocked.

Tesla's entire self-driving strategy is led by Karpathy, who while brilliant, is an under-experienced researcher with a narrow expertise in large scale 2D CNNs. Tesla (and Comma.ai ?) seem to be the only groups that find Lidar unnecessary for L5 self-driving.

I completely agree with this article. I avoid using cruise control and auto-lane-keep for the same reasons. Either I am in control or I am not. Anything in between is a recipe for distraction, and by proxy, disaster.

On the other hand, I can see Tesla's strategy paying off as a low probability win but no lose situation. If 3d lidar is necessary, then I think Waymo (Alphabet) is closest to self-driving success. If they 'win', I see them licensing their tech to every other manufacturer. In such an outcome, Tesla ends up no worse than all of its competitors. It is a no-lose scenario. However, in the unlikely scenario that 2D videos are sufficient for L5 self-driving, Tesla wins BIG. No one will be even close, especially due to the scale of 2D data that they have gathered.

Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by rcxdude on Sunday January 24, 2021 @04:44PM (#25896426)
This matches my experience of how Tesla is viewed in the autonomous car industry. No-one thinks they are a serious contender when it comes to a driverless vehicle (and their business model basically doesn't match with the technology either: every other company is basically going to operate a taxi service because there's far more value to be captured and it can help pay for the hardware making driverless possible)
Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by mxschumacher on Sunday January 24, 2021 @04:52PM (#25896520)
it's interesting how optimistic long term visions conflict - if you really think autonomous cabs will become widespread then by implication you are also saying that car sales will be drastically lower. Tough to be serious betting on both.

The math of "you'll pay more for the car but the car will go out and make money for you as a robotic Uber" sounds like a pyramid scheme to me; if too many people do it, it can no longer work.

Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by snoshy on Sunday January 24, 2021 @11:42PM (#25899253)
I disagree, largely because you've cherry-picked parts of the overall strategy. The world is obviously not going to go from purely human driven to 100% autonomous overnight. There will be an intermediate phase where initially some few cars will be autonomous and privately owned, and for those owners making use of the car's full lifetime to serve as a taxi would be a no-brainer. It could pay off your (very expensive) Tesla in the matter of a year or two.

After the market for on-demand autonomous taxis is oversaturated, Tesla's plan is actually to stop selling vehicles altogether, or reduce it drastically. Musk has said that FSD vehicles will likely not be for sale after this point, so the "consumer-operated robotaxi" is inherently an intermediate solution.

Vehicle ownership will drastically change in nature after the advent of AVs. Tesla isn't going to be unique to having to adapt to this.

Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by ganafagol on Monday January 25, 2021 @04:11AM (#25901104)
> It could pay off your (very expensive) Tesla in the matter of a year or two.

.. while lota of people unknown to you sit with their butt in your precious expensive car. People who themselves can't (or want to) afford such a car.

Not gonna happen. Nobody will throw that much money behind such an expensive gadget, being happ about their precious toy and then let complete strangers user it most of the time.

Do you rent out your home via Airbnb when you are 2 weeks on vacation? Very few people actually do that.

Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by jjk166 on Tuesday January 26, 2021 @11:24AM (#25917634)
The entire point of Airbnb was to let people rent out their spare housing capacity - it just became so wildly successful that people used the system to become pseudo-landlords.

My car sits idle 22 out of 24 hours a day. If someone else handled the insurance issues and found drivers willing to pay to use it outside of the times I utilize it, I'd have no qualms about lending it out for an appropriate price. The low end estimate for an Uber driver after expenses and Uber's cut is $8.55/hr. If my car averages half that it's $35k/yr that I don't need to do anything for.

Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by ganafagol on Wednesday January 27, 2021 @04:32AM (#25926085)
Yes you do. You will need to share your car with strangers. Some morning you will open the door, see an oily stain from a thai takeaway lunch in the driver's seat and the last 3 people who rented the car will all claim it wasn't them.
Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by jjk166 on Wednesday January 27, 2021 @08:40AM (#25928100)
Have the car drive to a cleaning station between rides.

But really, for $35,000, I would not mind investing in a $300 seat cover.

Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by twic on Monday January 25, 2021 @05:05AM (#25901473)
I could just about believe that this could be a novel kind of finance - someone who couldn't afford to buy a fancy car for themselves could afford it if they offset the cost by renting it out. You accept the butts as part of the cost.
Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by dmix on Monday January 25, 2021 @04:52AM (#25901385)
There would have to be a cleaning service after every (n?) ride and ideally some form of (expensive) insurance. Unless there is some high level of surveillance of the driver with a rating system which in itself is a huge drawback.

I agree this whole thing (ie a large percentage giving up ownership) is way more complicated than it sounds.

Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by jiofih on Monday January 25, 2021 @04:56AM (#25901417)
At that point it will be just another smart investment and not a “shiny toy”.
Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by ganafagol on Tuesday January 26, 2021 @02:10AM (#25913331)
Ok but then you are not renting out your car that you are really normally using yourself, but are participating in a taxi scheme. That's ok, but let's be honest about it. And why stop at one car? Keep investing, soon enough you'll have 10 cars on the streets raking in money for you. Similar with Airbnb which is more a professionalized hotel business platform than renting out your place while you are on vacation.
Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by jiofih on Wednesday January 27, 2021 @06:55AM (#25927127)
Correct. It’s more like a bring-your-own-car ride sharing (which already exists here, SnappCar) but a lot nicer in all aspects.

They estimate covering the cost of the car in 1-2 years, so you won’t be expanding your fleet that fast... there is a lot of discussion about this online, a lot of comments here cover that too. It’s just a step, eventually they won’t sell cars to consumers anymore.

Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by rcxdude on Sunday January 24, 2021 @05:06PM (#25896640)
Yeah, exactly. I did a fairly deep dive into what path the car industry is going to take with respect to electric cars (especially what a mass market electric car is going to look like), and it all had a huge asterisk associated with it of "but mass car ownership might stop being a thing before any of this happens", at which point thing change drasticly, because then you have a much smaller market of probably more specialised, expensive cars which are designed for way higher duty cycles than most consumer cars.
Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by mxschumacher on Sunday January 24, 2021 @05:17PM (#25896747)
I should probably dig a little more into the microeconomics, but for me as a consumer the only difference between an autonomous car and an (human) Uber is price. If we assume that the price of the car stays the same, insurance and fuel still have to be paid and the cab app gets their cut - how much of my ride is really attributable to the cost of the human driver? So how much human labor can be automated away to the benefit of consumers? Not much I think.

Given current hardware prices, it seems like the car itself will be a lot more expensive; so how many trips need to be taken so that the variable cost advantage exceeds the increased fixed cost?

Driving is a ubiquitous human skill and tens of millions are looking for work, I believe it will be difficult to undercut them on price.

Drivers also often do more than merely drive - they help with the luggage, they clean the car, they can talk about their city.

Long-haul trucking is a different story, there is a massive labor shortage and letting big rigs go from one warehouse to another without the need of a driver looks like a huge opportunity.

Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by freeone3000 on Sunday January 24, 2021 @10:20PM (#25898651)
Significantly more than half of your ride fare on Uber goes to the driver - between 70 and 130%. Human costs are vastly the most expensive part of hailing a ride, and will remain so as long as minimum wage exists.

The same argument for human drivers also applies to human dishwashers and human launderers, and yet, most of us are fine using machines for this purpose. Whether or not this will cause financial disaster for people relying on it for a source of income is irrelevant when replacing jobs with technology.

Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by throwawayzRUU6f on Monday January 25, 2021 @05:15AM (#25901545)
The statistics, based on https://www.marketwatch.com/story/this-is-how-much-uber-driv...

> Uber drivers typically collect $24.77 per hour

> From that, Uber takes $8.33 in commissions and fees

> Vehicle expenses like gas and maintenance cost drivers about $4.87 per hour

> That leaves drivers with $11.77 per hour

Now, the maintenance and amortization will be higher for autonomous vehicles. Somebody will need to clean these vehicles, scrape the ice off, refuel, monitor them, deal with anomalies and false alarms, etc - all of which is now taken care of by the driver. Autonomous vehicles will likely end up being cheaper, but it's not as clear cut.

Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by freeone3000 on Monday January 25, 2021 @05:39AM (#25901722)
At $11.77 per hour, if you have to hire one person to handle all of that for every two vehicles, it's still a huge savings. It would take a very false-alarm-heavy system to require that level of attention.
Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by aidenn0 on Monday January 25, 2021 @01:24AM (#25899961)
But what fraction of the money that goes to the driver is spent on depreciation and maintenance?
Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by twic on Monday January 25, 2021 @05:13AM (#25901541)
Here's one breakdown:

https://uberdriverlondon.co.uk/is-it-worth-driving-for-uber-...

I think the interesting number there is 23 000 GBP/year, which is effectively the cost to Uber of having a human driver for one car operating 60 hours per week.

If a computer can drive a car for 60 hours a week, it saves money for Uber if the amortized cost is less than 23 000 GBP/yr.

If a computer can drive a car for more than 60 hours a week, it saves money even if it costs more than 23 000 GBP/yr, although i don't think it's linear - demand is concentrated at a few times of day, so one car on the road 24 hours a day is not equivalent o four cars on the road for six hours each.

Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by michaelt on Monday January 25, 2021 @03:59AM (#25901025)
In my country, the government's "generous, all things considered" cost of operating a private car* is 45p per mile - which covers not just fuel, but also depreciation, insurance and suchlike.

Meanwhile, a 12-minute, 4 mile Uber journey would cost me £2.43/mile

Of course, the big unknown here is one of driver utilisation: How many miles does the driver drive to pick me up, and how many minutes are they waiting for the next ride to come in?

* Well, it was considered generous the last time I asked a car owner about it. I'm sure a Lamborghini costs more.

Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by sudosysgen on Monday January 25, 2021 @02:45AM (#25900487)
Don't forget insurance/liability, gas, security, and cleaning up after passengers, too!
Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by mewpmewp2 on Monday January 25, 2021 @02:22AM (#25900311)
You could incorporate augmented reality into car windows etc to talk about the city too. All of what you mentioned are solvable problems via tech.
Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by rcxdude on Monday January 25, 2021 @04:25AM (#25901197)
The driver is a huge part of the cost of a taxi ride (even with Uber subsidising them unsustainably with investor's money). An autonomous car company can price a journey at about the same as a bus ticket for a point-to-point on-demand journey and still make money hand over fist with their first generation hardware. Even for commuters this could be substantially cheaper than a car.
Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by Fricken on Monday January 25, 2021 @05:39AM (#25901725)
The running joke at Waymo for a long time was "How many engineers does it take to operate a self driving car?"
Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by dragonwriter on Sunday January 24, 2021 @10:57PM (#25898897)
> Drivers also often do more than merely drive - they help with the luggage, they clean the car, they can talk about their city.

They commit sexual assault, submit fraudulent reports of rider damages, ...

Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by swagasaurus-rex on Sunday January 24, 2021 @05:13PM (#25896708)
In poorer nations autonomous cars could take much longer for mass adoption due to different, sometimes harsher road conditions, and lack of reliable road-map data.

In addition, self-driving vehicles would be pricier. For a poor nation, that price tag might be higher than human labor.

Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by mxschumacher on Sunday January 24, 2021 @05:20PM (#25896766)
yes, making autonomous driving work in central Delhi or Agadir will be much different from a US highway.

Maybe it's too cyberpunk, but I can already see the headline of road pirates capturing autonomous cars and taking them apart for spares. Those sensors, the GPU and computing units are quite valuable.

Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by TheDong on Sunday January 24, 2021 @11:15PM (#25899024)
Your impression of Delhi and Agadir doesn't seem right to me. By the numbers, Delhi has the highest crime-rate in india, but it has a 5 times lower rate of crime than San Francisco does.

And also, self-driving cars will all have enough cameras and be constantly connected to a server that theft will be far less likely for them than regular cars... and regular calls already seem to get by just fine without people stripping them to the bolts.

Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by mxschumacher on Monday January 25, 2021 @03:17AM (#25900726)
I meant the kind of traffic they have, I've driven there, it's unique!
Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by strangeattractr on Sunday January 24, 2021 @11:49PM (#25899323)
Unreported crimes aren't factored into the stats you quote.
Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by sudosysgen on Monday January 25, 2021 @11:23AM (#25904970)
That works on both sides of the equation, as someone who lived both in NA and Morocco. There's similar levels of unreported crime.
Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by ohgodplsno on Monday January 25, 2021 @02:19AM (#25900286)
You seem to think that data being sent to a server will stop physical theft. That's an... Optimistic point of view to say the least.
Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by lathiat on Sunday January 24, 2021 @10:52PM (#25898855)
The Tesla robotic Uber thing can totally work but it's not going to work if everyone with a car now, tries to use it. It'l flatten out to find the break event point.

But that's a normal market effect and the same as Taxis which traditionally (at least in many places) had quotas to stop people not getting enough jobs to fulfill their wage (Taxi 'Tag' or 'Plate' or 'License'); or similar effects on the number of Uber drivers which obviously are not restricted so you have a sort-of imperfect market effect there where it's not worth more drivers joining as they won't get paid enough and some will leave.. or part of why supposedly surge pricing will drive drivers to leave to further away areas to take more jobs, etc.

Not a market expert but just wanted to note that while, in effect, you are right.. it's not really surprising, unexpected or unprecedented and not a pyramid scheme :)

Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by ralfd on Monday January 25, 2021 @09:40AM (#25903600)
It can work for Uber, because this is Ubers core business. It can work for Tesla, because they have a market share of <0.5%.

Toyota, Volkswagen or General Motors would maybe have less revenue with shared cars utopia.

Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by Spooky23 on Sunday January 24, 2021 @11:58PM (#25899399)
Frankly, it always sounded like a solution looking for a problem for me. Transportation is like electricity, it’s all about peak demand.

I’m writing this at midnight on a Sunday... there’s no demand for transportation. Come 7-930AM, demand is 1000x more. There’s no self driving taxi that makes sense as car replacement. We already have busses, which are already really cheap and can get cheaper if cars are too expensive to buy.

Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by pas on Monday January 25, 2021 @03:33AM (#25900837)
Current peak demand in cars is limited by roads, and ... always will be. (Hence Musk trying to dig tunnels for more roads.)

Which might be okay if throughput is kept high, and folks can read/eat/sleep while ij traffic.

Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by Spooky23 on Monday January 25, 2021 @11:00AM (#25904691)
No, that's a constraint on infrastructure.

A taxi, robot or not, will never be able to meet peak demand... they'll be provisioned to meet 60-80% of peak demand and surge peak pricing. That's the key part of the robot car business model -- these companies want to soak you for using public infrastructure.

The Musk tunnel thing is totally different, it's an extreme version of Washington Beltway congestion pricing that charges you $3-60 to waste less time in express lanes.

Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by pas on Monday January 25, 2021 @11:17AM (#25904903)
If sitting in rush hour becomes even easier (and even more profitable, if you can work while going to a meeting), we'll have more of rush hour sitting.

It's enough if just ~20% of those who participate in traffic are doing so with a "self driving car", if they otherwise would have opted not to do so, we'll have even higher peaks.

Surge pricing might not matter much, because it's in the interest of the fleet operator/owner to get maximal utilization, to get maximum profit. After all Uber does surge pricing to motivate more drivers to come online, but if you have a constant supply (constant number of self-driving cars in the fleet), then you can simply use it to maximize profit. (Or to manage perception, ie. to show that yes there are cars available, sure, it comes at a high price, but they are "available".)

---

> these companies want to soak you for using public infrastructure

Yep, US cities are so burdened with problems (a nasty set of incentives) that public transit is non-viable, which drives even more subsidization of the sprawl, which then breeds these companies that try to "solve it". (I mean Uber/Lyft successfully increased the supply of taxis, which drove prices down. Yaay, great, but this just meant more congestion, more pollution, more sprawl, nothing fundamentally solved.) And of course at this point properly pricing externalities is an insurmountable political challenge, because people are so wedded to their way of life.

Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by darawk on Monday January 25, 2021 @02:55AM (#25900562)
Not if you keep the tech. to yourself. Which is why you would do a robotic taxi. You avoid giving out the technology, and so you can charge a premium for your taxi service, while still undercutting traditional taxis.
Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by chopin on Monday January 25, 2021 @03:24AM (#25900775)
But price and convenience need to cross some thresholds before I abandon my car.

I think this is a difficult problem as you have surge demand at least for commuting. So we can't get around with 1/10th of cars which are driving all day.

Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by darawk on Monday January 25, 2021 @05:22AM (#25901601)
> But price and convenience need to cross some thresholds before I abandon my car.

Ya, but at least for me, convenience is already there for Uber. Price is the only thing that keeps me from abandoning my car for it.

Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by Fricken on Sunday January 24, 2021 @07:19PM (#25897619)
By the time autonomous vehicles are widespread we will be into the age of embodied intelligence and there'll be way cooler shit to build and sell than cars.
Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by jsight on Sunday January 24, 2021 @11:21PM (#25899078)
Ha, I remember thinking that at Tesla's (very weak, IMO) autonomy day. It seemed like their supposed business model was basically made up on the spot and didn't really make good business sense.
Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by swagasaurus-rex on Sunday January 24, 2021 @05:08PM (#25896656)
The earnings, much like BTC has, would likely approach just above the cost of fuel and maintenance.

The real winners are the automakers that build the part-time robotaxi investment vehicles (literally), and the consumer who now pays way less for a frighteningly AI-driven future.

Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by elisharobinson on Monday January 25, 2021 @04:17AM (#25901149)
Really though how realistic is your business model ... if you wanted a autonomous network to replace Uber Currently 30 million cars on road . you would atleast need 10 million cars assuming each car costs 100k ( optimistically with lidar tech factoring in capex for factories and you dont have major product revisions ) thats 1 trillion in capex ... now you if you had the revenue of apple in 2020 ~ 0.25T$ you could expect to be cashflow positive in 7~8 years (assuming exponential ramp up of production and 0 competition) ... all of these thing need to happen for this taxi service X to succeed ,i think to get all these things right is highly unlikely and i feel Elon knows this aswell so he took the path of simpler tech and trying a software service model which is infinitely more scale-able .
Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by reitzensteinm on Monday January 25, 2021 @07:50AM (#25902546)
Uber 2019 revenue $14.15 billion, divided by your estimate of 10 million cars is $1415 per car per year. I would suggest you're estimating at least an order of magnitude too high for the car count, since they can more or less operate 24x7.

That would bring the capex down below $100 billion - less than Google's cash on hand. And you'd be starting with the most lucrative cities while staggering it out, and have a very good idea of your payback by the time you've spent serious cash.

Technology and regulatory risks are high for Waymo, but capex is very manageable.

Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by elisharobinson on Monday January 25, 2021 @09:12AM (#25903265)
Yes i think i over inflated the number of cars required . https://www.businessofapps.com/data/uber-statistics/#4 going through the data there are about 5 million drivers in Uber in 2019 . i will admit 100B$ in capex is a reasonable assumption But I cant imagine for practical reasons google , apple , Amazon putting a large % of their savings into still unproven tech with regulatory risk. Keep in mind that they would still have to compete with Tesla at somepoint which has a best car platform vs < X car company> in the market. Not to mention they already have close to 1 million cars with all the hardware(their claim, i still feel tesla TPU v2 with TSMC 7nm is a must have) and they are on track to producing 500k cars in US with these capabilities. while no other car company is even trying to integrate < X lidar autonomy startup> in mass production Today . Not to mention that currently the primary hindrance for Tesla is software which can scale much better in comparison to a ground up redesign of a car plant to accommodate lidar based systems .
Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by reitzensteinm on Monday January 25, 2021 @07:39PM (#25910962)
I don't think $100bn is reasonable - that's a million cars!

There are only 13k taxi medallions in NYC, which is a good point of reference as the limited supply means they are efficiently utilized.

Extrapolating that out to the general US population yields just over 500k taxis, and that's to completely replace every single taxi in the country.

Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by me_me_me on Monday January 25, 2021 @06:19AM (#25901956)
1. You don't need all of that capital in a first year.

2. If you acheive L5 close to flawless system, you'd have investors bursting in through you doors, windows and any other opening in your house. Imagine, if you could do uber without drivers you could conquere the world.

Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by 0x10c0fe11ce on Monday January 25, 2021 @01:35AM (#25900015)
I’m one of those who will still buy my cars for one simple reason, I’m unable to live in other people’s filth. I’ve rented lost of shared electric cars and sometimes you just want to drive it into the sea.
Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by another_kel on Monday January 25, 2021 @01:28AM (#25899986)
How much value is there really? The gap between paying a driver and using cutting edge tech is super thin at best. Don’t forget that you also need to buy brand new vehicles and compete with Uber/taxis.
Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by KorematsuFred on Monday January 25, 2021 @02:11AM (#25900228)
> The gap between paying a driver and using cutting edge tech is super thin at best.

The analogy is that the electric bulb did not replace candle as such but created entirely new possibilities that were unimaginable when the bulb was invented. This is nearly true for any invention and not just self driving cars. Advancements in self driving will change not just how people go to office or dates but will also change how goods are hauled, how docks are loaded, how agricultural products are transported, how fruits are picked from trees and how law enforcement deals with patrolling and so on.

Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by BoorishBears on Monday January 25, 2021 @09:14AM (#25903293)
You didn't really answer their question...

The candle was a candle and an electric bulb was an electric bulb. One could do things the other was not capable of.

FSD however, is pretty close to what humans do. It's cost that's the difference.

If you want a more apt analogy, this us more like the invention of a household CFL bulb.

It's cheaper, it increases accessibility and quality in some dimensions, but it's not allowing you to do so much that was utterly impossible before.

The comment you replied to wasn't saying FSD enables nothing new but rather that saying stuff like "change how people go to the office" is rather odd when today right now you can pay people for "FSD" and we already did see the shift from it...

Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by nickik on Monday January 25, 2021 @12:12AM (#25899520)
Nobody in the autonomous car industry had produced anything yet. Tesla has the best system of those actually in use.

Their arrogance is about as convincing as that of the rocket companies or car companies that didn't think EV were gone happen.

Saying 'in my industry they are joke' is kind of a joke by itself by now.

Also Tesla wants to operate a taxi services too so I don't understand your argument.

Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by jfim on Monday January 25, 2021 @02:26AM (#25900349)
> Nobody in the autonomous car industry had produced anything yet. Tesla has the best system of those actually in use.

Waymo is actually operating a driverless paid service in Arizona [0] with point to point pick up and drop off. Does Tesla actually offer this service today?

[0] https://www.wbur.org/hereandnow/2021/01/04/waymo-driverless-...

Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by nickik on Tuesday January 26, 2021 @05:48AM (#25914383)
Operating a incredibly limited test program while burning 100s of millions is not my definition of solving general autonomy.

Maybe if they role out this program to city after city in short intervals and have 10000+ taxi operating I would consider it.

Waymo does some things Tesla doesn't do, Tesla does things Waymo doesn't do. Tesla clearly has no interest in offering a money losing taxi service in one small city. Just as Waymo has no interest in doing all the work to figure out the meaning of obscure signs on roads in China.

The question is, when can I click on an app, get a car and drive basically anywhere. That is 'the solution'.

Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by Erlich_Bachman on Monday January 25, 2021 @05:52AM (#25901792)
> driverless paid service

Which works in one small limited area of the earth because of high-def maps, which is not what you would normally call "scalable".

Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by jfim on Monday January 25, 2021 @07:02AM (#25902215)
At some point there was also a car company that only sold a single electrical car model, it was pretty expensive and they didn't make that many cars per year, which is not what you would normally call "scalable."

Back to the original goalposts, as far as I know, Waymo is the only company that at this point, does offer a commercial service that's fully driverless. As you point out, they don't cover all of Earth, but neither do any of their competitors. Even Uber and Lyft, with human drivers, don't support all pick up and drop off locations, they only work in certain service areas.

Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by Erlich_Bachman on Tuesday January 26, 2021 @04:43AM (#25914026)
Yeah, that whole car's tech didn't rely on expensive highdef maps.

> fully driverless

Don't they have safety drivers that closely monitor through wireless connection and often take over? While it might look driverless, it is not technically. This is also another reason why it doesn't scale.

Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by mikejb on Monday January 25, 2021 @06:06AM (#25901877)
Right, because who would digitalize the entire world and take pictures of every house and store front - that'd be insane!
Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by onion2k on Sunday January 24, 2021 @04:55PM (#25896548)
Tesla (and Comma.ai ?) seem to be the only groups that find Lidar unnecessary for L5 self-driving.

There is another group who find Lidar unnecessary for driving: humans.

Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by YZF on Sunday January 24, 2021 @11:26PM (#25899115)
I own a model 3. Often it says "the camera is blinded" (e.g. when the sun is shining at it), often there's rain on the lens... So I'd argue Tesla's cameras are much worse for driving under all conditions vs. the human eye. I'm not sure there's enough redundancy for depth perception either. I tend to agree with the argument that humans prove it's possible to drive with just visual sensors but Tesla's sensors, for better or worse, are not equivalent.

Then there's the part about the brain being what gets the sensor data and interprets it. I doubt Tesla's computer has all the capabilities of a human brain.

Driving behind a boat trailer, it's clear to me it's a boat, but Tesla's computer is confused. Bicycles can be a little iffy as well. In general the way the car perceives the world seems subpar to how a human does, by far.

I'm a fan of the car, I'm mostly a fan of Tesla/Elon, but I don't think these cars with this technology are ever gonna be truly autonomous so they can drive with no human intervention... IMHO.

Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by Erlich_Bachman on Monday January 25, 2021 @05:55AM (#25901803)
> Often it says "the camera is blinded"

It could very well theoretically be a software issuse.

Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by javagram on Monday January 25, 2021 @08:33AM (#25902913)
The human driver has a number of options to adjust their “cameras” (eyes) that the Tesla doesn’t. E.g., flipping down the sun shield, adjusting head position to reduce glare, or even putting on a pair of polarized sunglasses.

While there are technical solutions possible with more hardware, it’s not clear that Tesla could correct for some of these things in just software...

Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by Erlich_Bachman on Tuesday January 26, 2021 @04:41AM (#25914012)
If these are uncommon enough, a Tesla could just stop on the side of the road and alert the driver. There will be a driver inside anyway. And there is a huge difference between "no L5, you have to keep an eye of the road every 10 seconds all the time", and "drives itself, but once every 2 hours, or in extreme weather conditions safely warns you and makes you take over and force you to drive yourself". This could very well be a great usecase, even if it won't drive itself for those 1% of cases.
Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by javagram on Tuesday January 26, 2021 @09:17AM (#25915970)
That is not L5. That’s L3.

And if the car camera is blinded by the sun, that raises questions about whether the car could safely pull over to the side of the road. I suppose with advanced simulation the car could perhaps predict glare from the sun and pull over ahead of time (“it’s approaching sundown and we’re driving west, you need to take over in 5 minutes”)

Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by ashtonkem on Monday January 25, 2021 @12:50AM (#25899768)
Sure. But that’s a moot point if it turns out you need to basically replicate large parts of the human brain in order to drive with cameras alone.
Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by pas on Monday January 25, 2021 @03:37AM (#25900868)
But those are needed for L5 anyway, Lidar or noLidar. The big issue is the world model, what's the prior when uncertainty rises, how to spot really out of ordinary stuff, and how to spot really ordinary-looking but dangerous stuff.
Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by sudosysgen on Monday January 25, 2021 @11:27AM (#25905015)
I'm fairly certain L5 automation won't need anywhere near the processing capacity of the visual cortex.
Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by pas on Monday January 25, 2021 @11:44AM (#25905284)
The visual cortex part is what current deep learning stuff handles pretty well. What's not so obvious is how to generate a model that can manage the "usual problems" (unclear road signs, debris on road, pedestrians/cyclists, harm minimization in accidents) without "freaking out" (phantom braking).

For example if the car in front did not even slow down while going through some obstacle (the proverbial plastic bag), then it's very likely that we don't have to either. But if something looks like a drunk guy trying to cross the highway, then it's caution time.

That said, without the actual data/studies/access on what Tesla does and how, it's hard to say how good they are at this. (Sure, in theory everything needed to drive a car well can be inferred from regular human vision visuals. But that means their model has to be able to do counterfactual reasoning - I see this thing as a wall, but other cars go through it, so it's not a wall, so maybe it's a marking. Otherwise it'll very hard to just figure out things frame-by-frame and simply by raw object detection.)

Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by sudosysgen on Monday January 25, 2021 @02:39PM (#25907725)
The visual cortex does a lot more. It can predict future states, it does things like attention, it can classify states that are abnormal and direct attention to it, it can make analogies between different objects and use those to decide what is normal and what isn't. It's a lot more than just object recognition - it can also generate object classes on-the-fly and use them in the future.

We are very, very far from that. And having such a developed visual processing system is a prerequisite for feeding an executive processing system that can do counterfactual reasoning.

Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by aaaxyz on Monday January 25, 2021 @09:47AM (#25903685)
It's not just about the processing. To match human vision, cameras would need to be able to swivel and to adjust their focus extremely quickly. Animal eyes are a lot more than static cameras.
Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by jayd16 on Monday January 25, 2021 @01:32AM (#25900001)
Yep. It's clear that lidar isn't literally needed. That said, I think the argument just shifts to "the cameras on a Tesla aren't good enough either."

That's also just a shot from the hip, weasely sort of argument but it's harder to dismiss outright.

Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by jfoster on Monday January 25, 2021 @01:48AM (#25900097)
It's fairly easy to dismiss that argument; the cameras would not be difficult to replace if they are the limiting factor. Cameras are cheap.
Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by sudosysgen on Monday January 25, 2021 @02:57AM (#25900576)
The human eye has capabilites that you'd need a camera more expensive than a LiDAR by a good bit too replicate. No rolling shutter, very low delay, continuous signal processing instead of per-frame, maximum resolution around ~70MP eq. in the center, f/2.8 aperture at a full-frame image size, servo driven active rangefinding, continuous cleaning, etc...

A camera with those features would be around 3000-15000$, and you'd need two.

Also, the human brain can use focus information and stereo phase to deduce 3D structure, which is another ace up its sleeve.

It might very well be the case that reproducing this is more expensive in training, processing and material than LiDAR. In fact, I'd say it's very likely - we're talking loops that need to update hundreds of times a second and data rates in the gigabits, which our brains deal with by doing a lot of processing inside the eye and along the way.

Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by Erlich_Bachman on Monday January 25, 2021 @05:58AM (#25901818)
> Also, the human brain can use focus information and stereo phase to deduce 3D structur

Current AI tech can do this too, from multiple images. Karpathy even talked about how they do use that in Teslas.

Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by sudosysgen on Monday January 25, 2021 @10:52AM (#25904578)
The human eye does it in a very different way. It combines both stereo, parallax, eye convergence, and focus.

Tesla only does the first.

Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by jfoster on Monday January 25, 2021 @04:02AM (#25901048)
You don't need human eye equivalents. Human eyes are probably not the ideal cameras for driving.
Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by sudosysgen on Monday January 25, 2021 @10:57AM (#25904640)
This may be the case, you might not have to reproduce everything.

But just to give an example that is very relevant to self-driving, getting a camera with similar low-light video performance as the human eye costs over 2000$.

Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by jfoster on Monday January 25, 2021 @10:26PM (#25912131)
My dash cam cost under $200 and seems to have extremely good low light performance.
Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by sudosysgen on Tuesday January 26, 2021 @11:29AM (#25917693)
In well lit areas, sure. Let's see if your dascham can see an unlit deer at night from a moving, vibrating car (it can't).
Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by kaba0 on Tuesday January 26, 2021 @01:07PM (#25919157)
Try (don’t) to drive by looking only at the display of it than..
Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by apengwin on Saturday February 06, 2021 @12:58AM (#26044479)
Yes, but in fact, imagine how much better at driving we'd be if we had LIDAR lasers shooting out of our heads.
Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by Zhenya on Sunday January 24, 2021 @05:52PM (#25897049)
autonomous driving needs to be safer than humans to be adopted (some say way safer).

So this argument of humans don't need it, is sort of, well yes. We're trying to do better than humans.

Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by dilap on Sunday January 24, 2021 @10:24PM (#25898678)
Humans drive great when they're not distracted, with just two 2d cameras. But we get distracted a lot.

So an advanced enough AI could easily be better at humans than driving w/o LIDAR, simply by driving as well as humans when not distracted, and not getting distracted.

Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by YZF on Sunday January 24, 2021 @11:31PM (#25899159)
Agreed. Once we're past "the singularity" a computer with human hardware can drive as good as humans. But our eyes are not cameras and the singularity hasn't happened last time I checked. Btw, we also need some additional hardware to do a good job, headlights, defogger, wiper blades...
Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by kaba0 on Tuesday January 26, 2021 @01:08PM (#25919172)
An advanced enough AI, and we are really far from it. Current AIs are really good at isolated problem solving, but driving is not in that domain.
Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by sixQuarks on Sunday January 24, 2021 @10:10PM (#25898597)
wow, getting downvoted for stating this fact. I can't believe the anti-Musk bias here on HN. You would think HN would actually appreciate one of the more innovative entrepreneurs on the planet.
Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by jfoster on Sunday January 24, 2021 @10:36PM (#25898767)
I think it might be due to a form of jealousy. Sad to see HN so unenthusiastic about a guy who is probably the most amazing entrepreneur of our time.

It's not that he hasn't invited a little bit of controversy (eg. comments about the diver, covid, etc.) but I think those are inconsequential when it comes to HN's attitude toward him.

Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by alextheparrot on Sunday January 24, 2021 @10:53PM (#25898862)
What are you all talking about, the original top-level post has a reasonably presented assessment of Tesla’s strategy and the ramifications of such a strategy. Sure, that assessment might be flawed, but I don’t see how any of that is “anti-Musk bias” or “jealousy”.

The comment regarding humans not needing LiDAR misses the point, which is that either every other self-driving car group is incorrectly deploying an expensive hardware solution or there are valid technical reasons why that might be a better path to L5. Tesla trying to overcome the limitations other companies are deploying LiDAR for is a technical risk they are taking on, and, as the top level post noted, might not be the worst bet given the downside which is that they’ll just have to license the tech.

Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by onion2k on Monday January 25, 2021 @12:35AM (#25899666)
The comment regarding humans not needing LiDAR misses the point, which is that either every other self-driving car group is incorrectly deploying an expensive hardware solution or there are valid technical reasons why that might be a better path to L5.

Implementing L5 without Lidar must be possible. Humans are absolute proof of that. That's not to say Lidar isn't useful, or cost effective given the complexity of the problem, or even just a really good idea that will make autonomous cars better drivers than people. It might be all of those things. All my comment says is that Lidar is not a requirement for driving, and we have a very obvious proof of that.

Anyone saying that Lidar is necessary for driving is ignoring the hundreds of millions of examples of driving with just a pair of 2d cameras and a highly specialised organic supercomputer.

EDIT: The point another poster made about weather and bright sunshine is a reasonable one - humans can't drive when they can't see either, so Lidar would potentially make an autonomous car better at driving than people. That would be an example of how Lidar is useful, but still not necessary.

Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by WrtCdEvrydy on Monday January 25, 2021 @12:48AM (#25899756)
> Humans are absolute proof of that

Humans also have a organic supercomputer in their brain. Variety of sensors is probably the best approach. I've grown up and seen technology prices on all sorts of weird technology fall (3d printers, sensors, midi controllers). At some point, we will basically give up on perfection on LIDAR and just do cheap multi-LIDAR arrays where the error rate is overcome by just having multiple units.

Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by jfoster on Monday January 25, 2021 @01:31AM (#25899995)
One could also argue that humans are not proof of anything, as humans frequently make mistakes and conduct dangerous maneuvers whilst driving. There are many road accidents occurring right now, today, around the world, as a result of humans being insufficient drivers.

We can say that something better than human-level driving ought to be possible without LIDAR, though; take the perception of a human (cameras) and replace the brain with a computer that can make better calculations much faster than a human can.

Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by jfoster on Sunday January 24, 2021 @11:12PM (#25899009)
> every other self-driving car group is incorrectly deploying an expensive hardware solution

Given that Tesla are the only company to have put something approaching autonomy into the hands of customers, that does seem to be the case.

What happens next in this thread? Someone points out that Tesla's solution is still far from perfect and claims that they're being highly irresponsible by having shipped it. Then I'd ask how many accidents have happened as a result of FSD beta having shipped to some customers already and they assert that Tesla isn't transparent with the data so we don't know. I'd point out that if we don't know of a single Tesla FSD accident so far, it can't be that irresponsible to have put it in the hands of a few customers and that it's been rapidly improving in the weeks since. It's the same thread, repeated over and over on here, Reddit, etc.

Tesla was the company that made electric vehicles successful. To your point about groups taking different approaches, I think Musk & Tesla do take approaches that will differ from others, and succeed partly because of their approach being better in some important way. I think they had a bit of an unfair advantage when it came to autonomy. They needed hardware that could be shipped on vehicles as soon as possible, which meant that it needed to be cost efficient & energy efficient. LIDAR's energy efficiency doesn't get talked about much, and I don't mean just the LIDAR itself but also the subsequent processing power required to make sense of the resulting point cloud. Each Waymo vehicle is an expensive tech demo. It's a very good tech demo, but over the years it's become evident that they're very hesitant to scale it up right now. I'm sure they'll eventually get there, but they are not a company focused on getting this done ASAP. Tesla are getting autonomy done with urgency.

Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by ra7 on Monday January 25, 2021 @12:41AM (#25899699)
> Given that Tesla are the only company to have put something approaching autonomy into the hands of customers, that does seem to be the case.

Well, that’s Waymo (in Phoenix) which has put out anything approaching autonomy, not Tesla. Tesla requires a driver.

Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by jfoster on Monday January 25, 2021 @01:24AM (#25899962)
Yes, Waymo seem good in Phoenix for the people who have access to it. Looking forward to their expansion.
Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by sixQuarks on Monday January 25, 2021 @07:35AM (#25902430)
yes, but Waymo uses high resolution mapping for that particular city. That does not scale.
Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by ra7 on Monday January 25, 2021 @10:15AM (#25904044)
It does not scale because Elon Musk said so? That HD mapping doesn't scale is the biggest trope in autonomous driving that I see Tesla fans repeating everywhere. Google, for example, has large scale mapping experience and their street view cars have been carrying Lidar sensors for years now. They've already mapped a bunch of cities in the US.

Tesla itself uses HD maps for things like intersections, traffic lights and so on. It's just not at the level of detail others use it for.

Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by jfoster on Monday January 25, 2021 @10:31PM (#25912175)
Your argument seems to make sense. If it's the case, though, why are Waymo only in a small part of Phoenix?
Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by ra7 on Tuesday January 26, 2021 @01:50PM (#25919663)
They’re rolling out a revolutionary new technology that people aren’t used to or don’t trust yet. Phoenix provides that easy testing ground in terms of good roads and great weather year round. Last thing Waymo wants is to tackle too many things at once and cause a disaster. Remember how a single death effectively ended Uber’s self driving efforts?

They’re also offering a commercial service. Which means figuring out operations, customer service, emergency protocols, working with local administration and so on. They’ve said a larger goal in Phoenix is to figure out how to perform and scale operations. The local regulations there are much more favorable. Until recently, Phoenix was one of the only (probably only) places where you could operate a robotaxi program and charge for it. California just recently approved it, so SF is where they’ll likely go next as they are already setting up everything there.

Ultimately, mapping is the not the constraint for them to go to new places. It’s the operations and regulations that they need to figure out every time.

Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by jfoster on Tuesday January 26, 2021 @07:25PM (#25922710)
They've been running Waymo One in Phoenix for more than 2 years already, and driving in Phoenix for about 5 years. It just seems to be taking a bit more time than I would expect, but I suppose it could be that they're trying to get it to the point where it can be extremely efficient to scale.
Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by jsight on Sunday January 24, 2021 @11:26PM (#25899113)
Keep in mind that at least one of those other self-driving car groups has demoed camera only on the streets of Jerusalem: https://www.reuters.com/article/us-tech-ces-intel/intels-mob...

They also have lidar solutions, but they certainly haven't ruled out camera only.

Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by Spooky23 on Monday January 25, 2021 @12:04AM (#25899453)
The achievement of the Tesla as an electric car are inspiring and incredible.

The issue people take is the reckless approach to selling nonexistent or immature tech that by its nature puts human life at risk. It is possible to both respect and disagree.

Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by sixQuarks on Sunday January 24, 2021 @11:07PM (#25898974)
I kind of agree. It may be a weird kind of jealousy, though no one here would admit it or even recognize it for what it is.

The arguments used against Tesla are in fact legitimate if we’re talking about a regular company. But Musk has proven to do the “impossible” multiple times and has been right on so many levels, so at this point you have to question whether he’s catastrophically wrong about this, or perhaps the others are about lidar.

Either way, the confidence that Tesla is wrong is way too high in my opinion.

Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by jfoster on Sunday January 24, 2021 @11:15PM (#25899029)
It's the Musk pattern. For every single company he's started, people are always 100% confident it won't work, and also (somehow) a bit offended that he's trying.
Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by dguaraglia on Monday January 25, 2021 @02:42AM (#25900465)
On the other hand, there's a bit of an obsession to equate the success of a company with the respect the founder is supposed to receive. There's plenty of examples of people who became 'successful' and were still not great humans. Larry Ellison and the last president come to mind. Steve Jobs comes to mind.

People need to stop fantasizing about 'Elon' being some great guy because they like what he achieved. It's almost like the technorati need their own version of celebrities to fawn over.

Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by threeseed on Monday January 25, 2021 @12:01AM (#25899426)
Musk's immature and petulant behaviour is an embarrassment to entrepreneurs.

I for one am not remotely jealous of him but disappointed that others think his behaviour should be emulated or worshipped just because he has been successful.

Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by hulahoof on Monday January 25, 2021 @05:29AM (#25901653)
I am disappointed that people remove humanity from people who are successful. We all make mistakes and any prominent figure that doesn't is presenting a facade.

I'd rather see someones imperfections and know where I stand than have another generational #metoo

Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by watwut on Monday January 25, 2021 @06:07AM (#25901888)
Common, the rest of us are not getting nearly that level of benefit of doubt. The behavior that gets excused for successful or rich people is regularly punished in normal or unsuccessful people.

Both unofficially and when law is broken.

Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by jfoster on Monday January 25, 2021 @10:33PM (#25912181)
Are you trying to imply that's Elon Musk's fault, or that if others can't have it, he shouldn't either?
Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by watwut on Tuesday January 26, 2021 @03:41AM (#25913725)
I think that such level of benefit of doubt is irrational and disproportionate. It prevents people to talk and think rationally/objectively about what was said and done, because they twist logic into pretzels just to make it all feel good.
Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by ohgodplsno on Monday January 25, 2021 @02:25AM (#25900341)
Can I be unenthusiastic about a billionaire who reopened his factory in the middle of a pandemic, where the rate of injuries of his factories is one of the highest of the entire country, where the turnover is ridiculously high because of how he squeezes everything out of young engineers, where he tests out """self driving""" on public roads where you or I could be working? Or maybe I could be unenthusiastic about the strike breaking, the utter disrespect he has for people who criticise his PR attempts, going as far as to call them pedophiles?

Or maybe unenthusiastic about the fact that all he has is a vision, but has never built anything by himself. When you get kicked out because _Peter Thiel_ is more tolerable than you, that says a tiny bit about his character.

It's not "a little controversy". It's being a sack of shit of a human being.

Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by xirbeosbwo1234 on Sunday January 24, 2021 @10:30PM (#25898717)
If Musk is an innovator, then I guess Ian M. Banks was literally John Galt.
Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by AshWolfy on Monday January 25, 2021 @12:55AM (#25899800)
Elon musk is everything wrong with the tech industry as a whole, overpriced, over engineered, and QA lacking products, hes arrogant when he shouldnt be, and his "disruptions" are mostly stupid, what accomplishments he does have are largely the result of engineers he pays that he takes credit for

the only thing he is good at is marketing himself

Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by rlt on Monday January 25, 2021 @02:17AM (#25900271)
Sorry, you are clueless. Yes, some aspects of his personality are obnoxious, but he’s built multiple companies that have delivered real innovation, his customers are largely happy, and I’m sure his engineers don’t care how much credit he takes.
Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by AshWolfy on Monday January 25, 2021 @08:56PM (#25911516)
His companies have few innovations, at best they are iterative, and often actively worse. and he did none of it himself, he deserves zero credit

people think he is innovative because he sold decades old tech to people who didnt pay attention before, because he is a glorified marketing exec and hes not even good at that

consumer satisfaction is a poor way to measure quality

Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by rlt on Saturday January 30, 2021 @02:06AM (#25966971)
You just like trolling Elon fans, don’t you?
Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by cyrux004 on Monday January 25, 2021 @12:12AM (#25899519)
So you don't use adaptive cruise control or lane centering features which are available in almost all new cars today. Clearly you are in the tiny minority, because almost every car manufacturer is adding basic AP like functionality even in base versions of cars. A lot of users feel this helps with long drives to which I agree
Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by samoa42 on Monday January 25, 2021 @04:42AM (#25901305)
> Clearly you are in the tiny minority, because almost every car manufacturer is adding basic AP like functionality even in base versions of cars

the average car in germany is 12 years old. from this perspective new-ish cars are a minority .

Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by theshrike79 on Monday January 25, 2021 @05:25AM (#25901622)
9,6 years [1]

Finland has 12,2 because all the 10 year old German cars get imported here :D

[1] https://www.aut.fi/en/frontpage_vanha/statistics/internation...

Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by justapassenger on Sunday January 24, 2021 @05:00PM (#25896593)
You can see in all public talks how Karpathy focuses almost exclusively on image recognition. Yeah, that’s great and important, but that’s a step one in making any autonomous vehicle. And the easiest one.
Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by tim333 on Monday January 25, 2021 @10:52AM (#25904580)
>And the easiest one

Some of Telas biggest problems seem to stem from not recognising stationary trucks in their path.

Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by DisjointedHunt on Sunday January 24, 2021 @10:20PM (#25898650)
He's also spoken at length about deriving point clouds from images alone at the Teslas autonomy day for investors.

Can't expect a commercial company operating at the bleeding edge to host a "IP giveaway" day as researchers do.

Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by neillyons on Monday January 25, 2021 @05:23AM (#25901609)
Elon talked about LIDAR at the autonomy investor day. Basically he said that the Dragon spacecraft has LIDAR and he spearheaded that effort. He also said that LIDAR and cameras both use the same wavelength, if you are going to add a sensor it makes more sense to add one which is outside of the visible wavelength.

Even though I know nothing about driverless cars, the reasoning from Elon makes sense.

https://www.youtube.com/watch?v=HM23sjhtk4Q

Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by mikejb on Monday January 25, 2021 @05:45AM (#25901758)
Whilst Lidar and cameras may have similar wavelengths, they have very different information outputs. Cameras give you a 2D colored image from which you essentially guesstimate the distance of objects. Lidar gives you a 2D depth map with much higher confidence in the data that comes out of the stream.

Elon has a high incentive to talk down Lidar in cars: He/Tesla placed the bet initially on cameras because Lidar is/was too expensive, and promised these cars will be able to drive themselves ("regulatory approval pending"). Retrofitting Lidar is not an option (price, sensor&cable placement), so a lot of his (and Tesla's) promises ride on cameras working out and Lidar not being necessary. A lot of Tesla's (Car's and Car company's) value rely on cameras working out and Lidar not being necessary.

Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by Seanambers on Monday January 25, 2021 @07:43AM (#25902491)
From what I understand Teslas have a front facing radar giving them accurate range measurement forward and they incorporate that in and use nets to do SLAM for other angels where the radar isn't.

But i'm not an expert in this so take it with a grain of salt please :)

Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by NationalPark on Sunday January 24, 2021 @10:16PM (#25898625)
Surely you use power steering, drive-by-wire pedals, and anti-lock breaks though, right? Or even an automatic transmission? Is it so different to use lane assist or cruise control?
Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by screye on Sunday January 24, 2021 @10:34PM (#25898757)
The key difference being they are reliable 100% of the time.

Cruise control frequently fails and lane assist that explicitly the one that take steering control away from you has put me in dangerous situations more often than it has saved me from them.

Lane assist as an alarm to alert you is great though.

Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by crazygringo on Monday January 25, 2021 @12:15AM (#25899533)
I agree on lane assist, but I'm confused, how does cruise control fail?

I just set it to a speed on the highway... and the speed stays there until I brake.

Are you talking about adaptive cruise control (ACC) to follow the speed of the car in front?

Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by mongol on Monday January 25, 2021 @01:58AM (#25900157)
I also don't use cruise control. Not because I don't trust it, but I don't trust myself to react as quickly with it on. If my "gas foot" rests, it will take longer for it to hit the brake if needed, than if I engage continuously while driving. No scientific proof for this, except my own perception of my own attention.
Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by crazygringo on Monday January 25, 2021 @09:42AM (#25903619)
That's really interesting.

Funny, I don't feel the same -- my foot rests below the brake (on the floor) instead of on the gas pedal so the time to move it to the brake feels roughly the same, and I'm paying 100% attention while driving since I'm still steering and constantly monitoring distance to the cars in front of me. So I don't notice any less attention -- it's just a rest for the muscles in my right foot.

But really I'd definitely go with your own perception here -- if you feel like you're paying less attention then it's a good thing you're not using it! Everyone's attention habits and patterns are different. And I'm glad to know people vary in this.

Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by mongol on Monday January 25, 2021 @10:27AM (#25904233)
When I have tried to find a place for my foot when driving cruise control, it has happened that I got the toes of my foot stuck under the brake pedal. It was like I was resting the foot partly below it so when I moved it up, it was in the way. Can differ between cars surely. But in the cars I have driven with cruise control, I have not found a comfortable and at the same time "alert" location to put my foot.
Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by pedrocr on Monday January 25, 2021 @04:35AM (#25901262)
I have the same worry when using cruise control. What I've trained myself to do is to cover the accelerator pedal when overtaking other cars or in any situation where I might have to brake. That way the car is still maintaining speed for me but I'm ready to intervene, to get back the safety margin. With adaptive cruise it may even increase the safety as both me and the cruise control can both brake.
Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by stordoff on Monday January 25, 2021 @12:32AM (#25899655)
Nitpick: 99.(many 9s)% of the time.

I had the power steering drop out going into a turn (fuel pump failure IIRC), and it could have easily caused an accident (I physically couldn't turn the wheel enough to complete the turn).

Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by burmanm on Monday January 25, 2021 @01:16AM (#25899930)
If power steering fails in speed, it doesn't really matter - the power steering does very little when the car has some velocity. If you can't turn the wheel at speed, then there's something else than power steering pump failing (the steering must have been locked by something else).

Or you have very serious muscle weakness, at which point I'm not sure if driving a car is a smart option in any case.

Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by Green_man on Monday January 25, 2021 @02:24AM (#25900325)
I expect the total force required to turn depends also on the vehicle's weight, degree of turn, etc. My manual, 90's Japanese sedan (approximately 3,000 lbs iirc) stalled on me while I was exiting a freeway at ~30mph, along a round, ~270° turn. My first instinct was to try put the car back into gear, but before I could effectively do that, I realized I needed both hands on the wheel just to wrestle the car through the turn. I could have easily caused an accident. The disorientation of losing power steering while turning, and having to move my right hand from shifter to wheel made this a serious situation. If my car were heavier, or the turn were tighter, or if I reacted slower, (all of which are more likely than a very serious muscle weakness), it could have been much worse.
Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by KorematsuFred on Monday January 25, 2021 @02:14AM (#25900253)
None of them have to deal with fat tail risks. (to quote nissim ntaleb).

I do not know about dbw pedals but power steering and anti-lock breaking operate 100% deterministically and the only true unknown is controlled by the driver.

Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by snovv_crash on Monday January 25, 2021 @04:23AM (#25901182)
There's still mechanical failure to deal with.
Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by screye on Monday January 25, 2021 @10:25AM (#25904191)
I am uniquely equipped to answer that question. Did an undergrad in mech E and worked as an automobile engineer for while before pivoting to computer vision and ML.

The safety standard that mechanical parts need to abide by are orders of magnitude higher than any Vision/Software product. Additionally, mechanical failures are rarely catastrophic. The part will most likely alert you hours/days in advance that it has begun to fail. Additionally, when catastrophic failure does happen, it often leads to the car stopping and not ramming through a busy intersection.

The problem with ML algorithms, is that they fail without warning and without intuition. It is incredibly hard to design against catastrophe. ML algos are also great at overfitting, so they can often learn to beat narrow tests while being inept at dealing with the exact scenario the test was supposed to evaluate it for. (I know, I know, "Don't tune on the test set!"... but human factors make it near impossible to avoid some level of it)

We are in dire need of a regulatory/evaluation body for AI that consists of top-tier ML researchers. Now that can be a govt. body or a 3rd party contractor that works closely with the Govt. But, we need to start laying the groundwork and debating around it now. So when we do need it, it is ready to be deployed.

Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by snovv_crash on Monday January 25, 2021 @12:21PM (#25905895)
I have a similar background, elec-mech undergrad, masters in robotics doing SLAM, spent time doing electrical design for industrial usage, then software doing computer vision, now working on drone autopilots.

I 100% agree on needing to design and regulate the design of safety critical CV (and particularly ML based CV) algorithms so that, if nothing else, the failure mechanisms are quantifiable and limited in their impact.

Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by dalbasal on Monday January 25, 2021 @05:32AM (#25901671)
I agree with your sentiments on driver assist. I'm not comfortable with the ambiguity of responsibility. But that's not really the key point, it's just how we feel. These features act as premium goodies, like old cruise control or whatever. People buy them, use them. They generate data. User-developer feedback loops. That's already a fact. The debate is about the importance of this .

The core debate (of this article: waymo_v_tesla), is about technology paths. Do you start with driver assist and move up the Ls gradually as units are produced, KMs are accumulated and dollars come in? Alternatively, do you get as close as possible with a prototype and then closer with the next one..? worry about financial/product viability once you have a working archetype.

This dovetails with the lidar question.

Ultimately, I find the disagreement fascinating. There's probably value in having these two throwing their weight into opposing camps. IDK which approach will win in self driving. Every technology is its own example.

That said, I like Elon's approach as a generality. To me, it's about thinking of technology and invention as an industrial/societal effort rather than a lab effort... even if reduced to a lab at a company. Learning curves exist. Feedback loops exist. A technology with products and customer and usage progresses, often.

You could not have "produced" Moore's law the Waymo way, most likely.

Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by KaiserPro on Monday January 25, 2021 @06:09AM (#25901901)
I think we can reduce this argument further.

Musk thinks that is it acceptable to ship features when there is a safety risk, Waymo doesn't

There is also a bit of ego in there as well. Tesla have made a business decision not to use lidar. Its nothing to do with the maturity of the tech. Tesla have spent Billions of dollars trying to re-create a lidar like depth sensor using radar and monocular slam.

Its just not going to cut it for a number of years. CNNs are just not fast or robust enough to replace a lidar. Especially with the quality and placement of the sensors in a tesla.

Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by dalbasal on Monday January 25, 2021 @07:08AM (#25902248)
That is in fact, the top comment. Respectfully, I don't think that this is a reduction though. It's a sidestep. I don't mean that the safety (and other ethical) concerns aren't real, and I accept that there are legitimate criticisms of Tesla/Elon... both philosophically and practically.

That is not the actual debate in this article though. It's not the debate between Tesla and Waymo's CEOs. That debate is about the path to a technological goal: actually autonomous vehicles.

The lidar question is closer to the core of the debate, but IMO it's a detail. Here the disagreement might have gotten unproductive. As you say, egos (famously big & nerdy ones) have have been dragged into it.

>> Tesla have made a business decision not to use lidar. It's nothing to do with the maturity of the tech.

I agree with the first and disagree with the second statement. This, IMO, is actually at the core of the debate. In (my assumed version of) Musk's Modus Operandi, technology strategy and business strategy converge much more than in the Waymo/Krafcik MO... They're at opposite ends of the poll.

Business decisions are R&D decisions. Putting things into production is R&D, affects R&D, determines R&D.

In a caricature/model version of the Waymo MO, technology is invented in a research lab. Once it's ready, it can be productized outside of the lab. "Technology" is defined as the core "proof of concept." In the Musk MO, technology is produced in an industry/company. A lab cannot reduce the price of computing by half every 18 months for decades. A lab can't improve the price/weight/performance of batteries to the point of EV viability. It takes an active industry/market to do these things. You need customers. You need commercially scale factories, increasing annual unit production. Etc. Large and increasing numbers of people working on it.

A lot of technology never leaves R&D. Lunar Travel didn't becomes cheaper over time. This confuses people because we expect technology to improve. Doing something people did 50 years ago should be cheap and easy, intuitively. In reality, that momentum is not a guarantee. If no one works on it, it doesn't improve. Software, hardware and such improve at a monstrous pace. But, every year there are way more people working on hardware and software. If the space "industry" had 100X more people working on it compared to 60s, it would have improved to.

I'm not calling Musk's approach superior, but Waymo's is certainly more common. Novelty itself is valuable. It's interesting that we have both approaches at play. n=2, but at least we'll get to see how this plays out.

Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by JonathanFly on Monday January 25, 2021 @04:24AM (#25901186)
>However, in the unlikely scenario that 2D videos are sufficient for L5 self-driving, Tesla wins BIG. No one will be even close, especially due to the scale of 2D data that they have gathered.

Potentially Tesla's 2D data lead means they will still be the leader even if the compute resources in the current cars isn't up to the task, and maybe even if they have to add additional sensors like lidar. They can probably retrain their models and still get a lot of out of it.

My personal guess is that full 3D lidar isn't needed, but some additional cameras and other cheap sensors probably are. There's a ton of stuff that costs a fraction of the cost of lidar that might fill in the gaps.

Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by La1n on Monday January 25, 2021 @04:50AM (#25901371)
>costs a fraction of the cost of lidar

What makes lidar for use in self-driving that expensive? I have a robot-vacuum with a lidar that wasn't all that expensive.

Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by JonathanFly on Monday January 25, 2021 @05:14AM (#25901542)
>What makes lidar for use in self-driving that expensive? I have a robot-vacuum with a lidar that wasn't all that expensive.

Waymo says it cost $75,000 for the lidar in one car a decade ago, and in 2019 they said they got the cost down to $7,500. So at the time Tesla decided to forgo lidar the costs were certainly very high. I'm guessing the range in your vacuum is multiple orders of magnitude less than a car.

Waymo must have been betting costs would drastically fall over time. No idea if it's a lot less than 7500 now.

Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by faisalhackshah on Monday January 25, 2021 @12:55PM (#25906350)
Robot vacuums typically don't use Lidar. They user a laser pointer and an offset camera. Distance is estimated by the pixel offset between the laser dot, and the center of the image.

Object very far away: Laser dot in center of image. Object very close: Laser dot at maximal offset from center of image.

Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by jsight on Sunday January 24, 2021 @11:20PM (#25899066)
I'm pretty sure mobileye has demonstrated their FSD solution without lidar as well. It seems like they are treating lidar as optional.

They have many more cameras than Tesla to support the camera only approach, though.

Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by screye on Monday January 25, 2021 @10:30AM (#25904272)
At some point, you have enough cameras that you are probably (implicitly or explicitly) doing 3D reconstructions that Lidar does anyways. At that point, why not just use LIDAR ?

To save some $2-3k? That feels 'penny wise pound foolish'. This is a premium feature and LIDAR keeps getting cheaper.

Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by anonytrary on Sunday January 24, 2021 @11:53PM (#25899366)
I think you hit the nail on the head. There is no such thing as "sort of self driving". It's either completely autonomous or I'm going to have to be paying some attention and I might as well be doing all of the driving at that point.
Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by JohnJamesRambo on Monday January 25, 2021 @01:05AM (#25899869)
This is how I feel. My brain is pretty damn autonomous while driving. If I have to still pay attention to my “self-driving” car, that seems both more dangerous and taxing than just letting my brain do all the driving.
Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by somedude895 on Monday January 25, 2021 @01:33AM (#25900008)
I treat Tesla's Autopilot basically like it's a very new driver or sonebody learning to drive. You're constantly paying attention to what it's doing but you can rely on it to keep its lane and distance from other cars. I appreciate it immensely on longer drives since I don't get as tired / exhausted from constantly having to be giving micro-inputs. It allows me to drive for hours and keep my head feeling fresh for much longer than when I drive other cars with no asststance features.
Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by theshrike79 on Monday January 25, 2021 @05:31AM (#25901666)
I'm the same, for some reason I get extremely fatigued when I'm driving a "normal" car. Something about having to adjust the car just a little bit ALL THE TIME makes my brain not be able to relax.

With a the limited lane assist in my EV (basically it stays in lane and changes lanes if I turn on the signal), I can drive longer distances and stay alert without getting tired. All I need to do is apply slight torque to the steering wheel and mind the other vehicles on the road.

Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by jfoster on Monday January 25, 2021 @01:52AM (#25900121)
How about automatic vs manual, or simple cruise control?
Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by WrtCdEvrydy on Monday January 25, 2021 @12:44AM (#25899725)
Be aware that Comma.ai doesn't bill itself as self-driving, it is just driver assist.
Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by ilaksh on Monday January 25, 2021 @03:59AM (#25901023)
I think your derogatory comments about Karparthy are ludicrous. Considering the scale of deployment, complexity of the application, and the life-and-death stakes, what he and his team have achieved so far is probably the greatest engineering achievement in the history of AI.
Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by smaudet on Monday January 25, 2021 @01:02AM (#25899847)
The only times I have ever had accidents or close calls in a car (where another driver was not at fault for e.g. reckless driving behavior) has been with cruise control or with auto keep lane - the former I spun out, the later it tried to drive me off of a highway at 70 mph repeatedly.

The sorts of assistive technologies that would actually help are not really being worked on, assistive has been misunderstood as meaning "allowing the driver to be lazier".

Sure - if Tesla pulls it off, it's great. But it's a gamble with more than just Teslas stock, that is what makes Elon an unethical sociopath here...

Waymo's approach is assuredly safer, there is still the possibility of technical glitches but it the approach doesn't create more problems with humans than it solves.

Yes, sure, humans can be dangerous, but if that's the problem then it's safest to just not get on the road period, kinda negates the whole point of an FSD though...

Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by perryizgr8 on Monday January 25, 2021 @01:03AM (#25899852)
> I avoid using cruise control and auto-lane-keep for the same reasons. Either I am in control or I am not.

Do you also turn off features like ABS, ESC, traction control etc?

[dead]
Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by screye on Sunday January 24, 2021 @10:32PM (#25898730)
That is an entirely unfaithful reading of what I said.

Convenience features that always work are good. Cruise control and lane keep assist frequently fail, and take control away from you in a way that disallows you from maneuvering to safety.

I can't think of a single instance where Automatic transmissions or ABS misbehave. If my transmission or braking failed in 1/100 instances, then I'd stop using them too.

Re:Waymo CEO dismisses Tesla self-driving plan: “This is not... by markdown on Sunday January 24, 2021 @10:22PM (#25898665)
I only fly in aircraft built more than twenty years ago, avoiding any fly-by-wire death traps.