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Rivian Unveils Custom Silicon, R2 Lidar Roadmap, and Universal Hands Free

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Re: Rivian Unveils Custom Silicon, R2 Lidar Roadmap, and Universal Hands Free

#111
post #89

This is really poor execution. You're taking a complex, low margin vehicle and introducing even more cost and supply chain complexity. On top of that, you're essentially making a proxy bet that more expensive hardware (LIDAR) will beat Tesla's software bet. It's absolutely fair to criticize Elon for his ridiculous FSD timeline claims, but here we are now evaluating the market: if you have experienced the latest FSD,…

Your statement on more expensive hardware likely isn't true if you factor in full costs. Lidar gives you things for free with little extra processing (or power) that optical takes extra work to do poorly with higher latency.

Also LIDAR has just plain dropped in price, well over 10x, while nVidia hardware (even the automotive specific variants) have not.

https://cleantechnica.com/2025/03/20/lidars-wicked-cost-drop...

Re: Rivian Unveils Custom Silicon, R2 Lidar Roadmap, and Universal Hands Free

#112

Earlier quoted context omitted.

I think the shift to EV is inevitable.

I agree, but it won't happen until EVs get more range.

The range is fine today, the problem is charging infrastructure now. There aren't enough high speed chargers, and we can't build more because of the same reasons we can't build more AI datacenters: power. Tesla can build tons of them because they're backed by large grid batteries that suck up the power peaks from fast charging so that they can install their charging stations anywhere that has somewhat reliable power. If you don't have the batteries to act as a peak shaver, then it's really hard to install high speed charging where people need it most in residential and commercial areas that are already oversubscribed.

Re: Rivian Unveils Custom Silicon, R2 Lidar Roadmap, and Universal Hands Free

#113
post #96

Earlier quoted context omitted.

Why do people own cars when they can just Uber?

Because it’s not convenient enough, and too expensive. Fix those two and personal car ownership will plummet in many places. Many people don’t want to own a car, pay for insurance, gas, tires, oil changes, parking, washing etc. Car ownership sucks horribly for most people, it’s just currently the best option. That will change.

And why do you think Waymo will fix all of this?

Re: Rivian Unveils Custom Silicon, R2 Lidar Roadmap, and Universal Hands Free

#115

Autonomy subscriptions are how things are going to go, I called this a long time ago. It makes too much sense in terms of continuous development and operations/support to not have a subscription -- and subscriptions will likely double as insurance at some point in the future (once the car is driving itself 100% of the time, and liability is always with the self driving stack anyway). Of course, people won't like this…

Agreed, it seems inevitable that autonomy and insurance are going to be bundled. 1. Courts are finding Tesla partially liable for collisions, so they've already got some of the downsides of insurance (aka the payout) without the upside (the premium). 2. Waymo data shows a significant injury reduction rate. If it's true and not manipulated data, it's natural for the car companies to want to capture some of this upside…

>> Waymo data shows a significant injury reduction rate. If it's true and not manipulated data, it's natural for the car companies to want to capture some of this upside.

If you can insure the car for less, the car company can charge more for the car. I don't want to pay a subscription (rent) for a car I buy.

Re: Rivian Unveils Custom Silicon, R2 Lidar Roadmap, and Universal Hands Free

#116
post #72

Earlier quoted context omitted.

Why wouldn’t your eye lens focus LIDAR photons from the same source onto a small region of your retina in the same way that a phone camera lens focuses same-origin photos to a few pixels? Sorry if this is a silly question, I honestly don’t have the greatest understanding of EM.

Your eyes a much larger sensor area than the opening, they do the opposite of concentrating light in a small area.

A point source in the visual field will create a point image on the retina. The "sensor area" you're referring is what's necessary to capture the entire visual field simultaneously.

Re: Rivian Unveils Custom Silicon, R2 Lidar Roadmap, and Universal Hands Free

#117

Earlier quoted context omitted.

Agreed, it seems inevitable that autonomy and insurance are going to be bundled. 1. Courts are finding Tesla partially liable for collisions, so they've already got some of the downsides of insurance (aka the payout) without the upside (the premium). 2. Waymo data shows a significant injury reduction rate. If it's true and not manipulated data, it's natural for the car companies to want to capture some of this upside…

>> Waymo data shows a significant injury reduction rate. If it's true and not manipulated data, it's natural for the car companies to want to capture some of this upside. If you can insure the car for less, the car company can charge more for the car. I don't want to pay a subscription (rent) for a car I buy.

I think you're in the minority. I can't find the reference, but I believe more customers are willing to pay $100/month for Tesla FSD than are willing to pay $10K once.

Re: Rivian Unveils Custom Silicon, R2 Lidar Roadmap, and Universal Hands Free

#118
post #22

Earlier quoted context omitted.

Which honestly is crazy to me. I have a Rivian, and to say the software is disappointing would be an understatement. There are heisenbugs galore; some examples: * Doors refuse to open * Lose the ability to control media playback using any controls * Any button in the UI just opens and closes the windows Granted, I'm a server side/backend engineer mostly, and I don't know much about writing software/firmware for a ver…

This sounds nothing like my experience, you should get that vehicle serviced.

Same, I've had mine for a couple of years now with no notable software issues at all.

Re: Rivian Unveils Custom Silicon, R2 Lidar Roadmap, and Universal Hands Free

#119

Meanwhile, the only thing people really want from Rivian is CarPlay / Android Auto support, lol.

I hear this a lot and it's surprising to me. We have three cars in our family (two with carplay and the Rivian) and carplay always feels like such a downgraded experience compared to that of the Rivian.

Re: Rivian Unveils Custom Silicon, R2 Lidar Roadmap, and Universal Hands Free

#120
post #87

Earlier quoted context omitted.

> the alternative would be a corporation constantly providing -- for free -- updates and even support if your car gets into an accident or stuck. That's one alternative. Another alternative would be that you get what you get at purchase time, and you have to buy a new car to get the newest update. "Continuous development" isn't always a selling point when it's something with your life in its hands. A great example is…

The consumers who mock Tesla (and other auto manufacturers) that deliver continuous updates are rapidly dying off or moving into assisted living facilities. They're not going to be buying many new cars in coming years. Pursuing that market segment seems like literally a "dead" end.

Funny, I have another 30-40 years before I'm "dying off or moving to assisted living". Yet, because I work in software engineering and cybersecurity, you'll have to rip my human-driven cars out of my dead hands before I ever use or own a self-driving vehicle.

Don't get me wrong, as another commenter brought up, I hate traffic too, and the annual fatalities from vehicles are obviously a tragedy. Neither of them motivate me to sign away my rights and autonomy to auto manufacturers.

What happens when these companies decide they suddenly don't like you, cancel your subscription, and suddenly you're not allowed to drive, or I suppose rather use, the vehicle you "own"? It will become the same "subscription to life" dystopian nightmare everything else is becoming.

Or how about how these subscriptions will never be what the consumer actually wants? You'll be forced to pay for useless extra features, ever increasing prices, and planned obsolescence until they've squeezed maximum value out of every single person. I mean imagine trying to work with Comcast to get your "car subscription" sorted.

You know else reduces traffic and fatalities? Allowing workers to actually work from home. Driving during COVID was a dream come true. Let's let the commercial real estate market fail as it was primed to.

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