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Waymo in Portland

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141–150 of 607 posts

Re: Waymo in Portland

#141
post #7

Stiff competition for humans, especially drivers outside the top quartile or so. Waymo appears to its passengers to drive much more competently than certainly any sub-average rideshare driver. Although I like jobs for humans, I hope these aren’t all just set on fire because there is promise in reducing fatalities. Want to find a way for offline vehicles that can go 65MPH to remain legal though. Without Flock every bl…

Ironically, Uber used the same tactics to replace taxis with rideshare:

(Taxis/rideshares) are dangerous, drivers harass you, etc. Ours are so amazing, people love them.

The reality is that I have zero problems with rideshares (or taxis, when I'm someplace that still has them). Being a social animal like other Homo sapiens, interacting is a positive but drivers have no problem giving me peace. I'd much rather have the intelligence and flexibility of a human who can communicate, adapt, and solve problems.

> your engineers are amazing

They say the same about you!

Re: Waymo in Portland

#142
post #138

Earlier quoted context omitted.

Why? Isn't Amtrak that, but just geographically-scoped? Isn't Caltrain workable? Subways also function fine in NYC, DC, Boston, and even LA (to be clear, I don't think the other poster is correct that having trains would satisfy the desire of the guy who wants a self-driving Rivian. I consider his want/need there to be fundamentally different)

It's comically (and extremely variably) priced. A trip from DC to NYC and back would be ~$25 in electric costs with a typical electric car versus Amtrak could easily be $300+ though possibly as cheap as $50 if you are flexible to awful hours like depart at 4:30am or something.

You should factor in the time/stress/wear costs but yes, I've found driving to be significantly cheaper than even the DC Metro most days.

Re: Waymo in Portland

#143
post #20
post #4

I've determined that my ultimate dream car would be something like a Rivian but with Waymo tech, so I can drive it manually when I want/need (snowstorms, off-road), but I can also let it drive me across the country at night while I camp in the back. Would absolutely change the way we move across the US, especially if you have hobbies that involve a lot of gear and equipment.

Yes. The longer-term possible second-order effects are going to be wild. Easier t o get to wilderness? Awesome!, but also crowding like you've never seen (but maybe also more small parks because there will be a glut of unused parking).

I don't see why one of those second-order effects wouldn't be the death of car ownership, with everyone using a rideshare service instead. Hell, that's the business model for Waymo and almost everyone other than Tesla in the autonomous-vehicle industry. It just doesn't make sense to own your own vehicle, use it for ~2 hours/day, and have to worry about parking/storing/fueling/maintaining it when you could have a service do all of that for you. Plus self-driving cars fix several issues with human rideshares, eg. you can drive it out to the boonies without worrying about how it's going to get back; you don't need to worry about getting assaulted by the robot driver; when they wait for you you only need to pay the opportunity cost of another ride rather than the opportunity cost of the driver's time. It's feasible to take a Waymo out to a state park, though you wouldn't usually do that with an Uber.

The second-order effects of that could be pretty wild. If people stopped owning their own cars, we wouldn't need houses with garages and driveways. It'd favor dense development with loading zones rather than parking spaces. It'd also be a big boon for EV adoption since the cars are all owned by one corporate owner and all go home to a centralized depot to charge at night rather than needing to retrofit EV chargers onto everyone's living situation. (Indeed, Waymo runs an all-electric fleet.). There'd be a premium on very reliable powertrains, since the cars might easily put 60-70K miles/year on them instead of the 10-15K that is typical of passenger vehicles. I dunno why Waymo went with Jaguar instead of Toyota, but perhaps "EV" is the explanation. Cars would wear out in 3-5 years instead of lasting for 15-20, and so you'd always have the latest hardware and technology on the car.

All the money we spend on traffic enforcement would become pointless, with audits of the software becoming a more effective use of dollars instead. But that blows a hole in many small local PD's budgets, many of which use speeding and parking tickets to raise revenue. Municipalities would likely find themselves powerless at regulating Big Self-Driving Rideshares.

The third-order effects are interesting as well. Once all cars on the road are self-driving, why not have them draft each other and physically link up to improve power efficiency and safety? You might even call such an arrangement a "train", blurring the line between road and rail transportation. But then, if you've got docking and linkage mechanisms, why not put the boundary between the electronics & powertrain and the passenger compartment, like the Rivian "skateboard" platform? You could return to private ownership of the passenger compartment - where, after all, some people like to store all their junk - and then have the rideshare own only the means of locomotion. Then you could extend this to other forms of locomotion like elevators, airplanes and ferries, so that your passenger compartment could just drop down an elevator shoot, onto a waiting self-driving car, which links up with others to become a train, takes you to the airport where you're loaded onto a plane without ever having to board, and then your pod deplanes and a self-driving car takes you straight to your hotel, where you now have transportation to wherever you want to go.

The future looks an awful lot like intermodal containers for people.

Re: Waymo in Portland

#144
post #4

I've determined that my ultimate dream car would be something like a Rivian but with Waymo tech, so I can drive it manually when I want/need (snowstorms, off-road), but I can also let it drive me across the country at night while I camp in the back. Would absolutely change the way we move across the US, especially if you have hobbies that involve a lot of gear and equipment.

So you want a cyber truck but you have Elon Derangement syndrome?

Re: Waymo in Portland

#145
post #96

Earlier quoted context omitted.

It is a chicken and egg problem. As long as the majority of people who would maintain the social environment are avoiding the social environment, the healthy consensus/operating regime can never emerge.

In my experience the majority consensus is to maintain a quiet, generally polite environment on trains and buses. But that's precisely the problem, it only takes a very tiny minority to change this. If one group, one person sometimes, in a carriage of 50 people decides to go against this, then that's that. It's not even particularly common, but it happens, it's random, and so it's just something that must be contende…

I think that is the case if the majority has or exercises little to no effective social power to enforce the norm.

The majority consensus is to desire a peaceful environment but do nothing when it is violated.

Re: Waymo in Portland

#146
post #92
post #41

Earlier quoted context omitted.

Are Waymos cheaper than hiring a person?

If a waymo costs $200k (car+sensors+install labor) and drives 200k miles, then amortizing up-front costs alone are about $1/mile. We don't really know what the TCO of a waymo is, and it's possible it could go down with economies of scale. Rideshare drivers can get paid $1-2/mile although it varies a lot.

That's just the current cost. The long term cost structure should be based on cars that come out of the factory with all the right stuff pre-installed. There's a BOM for some extra components; many of which you might already find in some cars. Otherwise it's just another EV. So, long term the extra cost per mile relative to a driver driving the same car should be cents rather than dollars per mile. And of course if there is no driver, some components like manual controls, dashboards, mirrors, etc. actually become redundant as well. So the total BOM might actually be lower long term.

The driver cost is of course the big saving. And they need breaks as well and don't drive 24x7. A robo taxi only has down time when there are no rides, or for charging and maintenance/cleaning.

Mostly what Waymo is doing currently with customized vehicles is not actually super scalable. But it helps at their relatively small current scale. You wouldn't design a custom vehicle + factory for their current growth rate. That becomes more interesting when they start scaling beyond tens of thousands of new vehicles per year. They are probably in the lower thousands currently.

I think they raised close to 20-30B so far. They say they are doing 500K rides per week. At 15$ per ride that adds up to ~390M/year. That's revenue, not profit. But if they could 100x that by rolling out to more and more cities and larger and larger areas, it's going to add up to annual revenues that add up to more than what they raised. That's not going to happen overnight, obviously. But they seem on a path where they are scaling, optimizing, reducing their cost, and growing.

The risks here are mainly that they won't have the market to themselves. Others are doing robo taxi's too and if any of them starts scaling faster and cheaper, Waymo could hit some growth issues. Also, with multiple companies competing, prices per ride would eventually go down. The next five years are going to be interesting.

Re: Waymo in Portland

#147

Earlier quoted context omitted.

Is it known that Waymo operating costs are lower?

In San Francisco, it has to be. Because of prop 22, Uber/Lyft must compensate drivers a minimum of $22.40/hr, plus $0.36/mile for vehicle expenses. Waymo doesn't have this cost, so it's effectively ~$25/hr cheaper to operate than Uber/Lyft. I looked up the numbers - the estimated Uber/Lyft cost per mile in SF is ~$4.50/mi, and Waymo is trending around $1.40/mi (estimated 2025 number).

> Waymo doesn't have this cost, so it's effectively ~$25/hr cheaper to operate than Uber/Lyft.

Waymo has other costs, such as engineering driverless operation.

Re: Waymo in Portland

#148
post #7

Stiff competition for humans, especially drivers outside the top quartile or so. Waymo appears to its passengers to drive much more competently than certainly any sub-average rideshare driver. Although I like jobs for humans, I hope these aren’t all just set on fire because there is promise in reducing fatalities. Want to find a way for offline vehicles that can go 65MPH to remain legal though. Without Flock every bl…

I don't see why you should prefer jobs for humans. If a robot can do a job as well better and more cheapy than a human, it should, and that goes trebly for any sort of safety-focused job. The right fix is eliminating the need for make-work and not creating more unnecessary jobs.

That is, of course, tremendously challenging. It's impractical to look at a job performed by millions and just saying "well fix capitalism" when eliminating the jobs. But it's still the right solution. There shouldn't be gas station attendants, there shouldn't be redundant bureaucratic figuers and managers, and, when possible, there shouldn't be millions of paid car drivers.

Re: Waymo in Portland

#149
I wonder how large the footprint will be. I live in the greater Portland area, but not in the city proper. There are definitely situations where Waymo would be great, but my guess is that they won't start off serving my specific area.

Re: Waymo in Portland

#150
post #145

Earlier quoted context omitted.

In my experience the majority consensus is to maintain a quiet, generally polite environment on trains and buses. But that's precisely the problem, it only takes a very tiny minority to change this. If one group, one person sometimes, in a carriage of 50 people decides to go against this, then that's that. It's not even particularly common, but it happens, it's random, and so it's just something that must be contende…

I think that is the case if the majority has or exercises little to no effective social power to enforce the norm. The majority consensus is to desire a peaceful environment but do nothing when it is violated.

Correct. But the golden question is, do what? The authorities don't care. Rules and laws are rarely enforced, and when they are enforced they're done so unevenly. If you decide to take matters into your own hands, it's much more likely that you will be punished by the law than the person you were correcting. So, what do you expect people to do?
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