GM believed Kyle Vogt when he was hyping up their tech by having small, meaningless deployments in a dozen cities and promising $1B revenue by 2025. Then they had that incident and GM found out exactly how far behind Waymo they are. Waymo is now giving 175k rides every week and expanding to new markets every year. No other robotaxi company in the entire country giving rides to the public. Now they've gone back to wha…
So stupid. If something has proved to be possible then you as number 2 can hire people from 1 to replicate it. China is built on this principle.
GM exits robotaxi market, will bring Cruise operations in house
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Re: GM exits robotaxi market, will bring Cruise operations in house
#22GM believed Kyle Vogt when he was hyping up their tech by having small, meaningless deployments in a dozen cities and promising $1B revenue by 2025. Then they had that incident and GM found out exactly how far behind Waymo they are. Waymo is now giving 175k rides every week and expanding to new markets every year. No other robotaxi company in the entire country giving rides to the public. Now they've gone back to wha…
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Re: GM exits robotaxi market, will bring Cruise operations in house
#23Waymo needs competition. Who else is even close to being able to provide it? I'd hate to think Tesla is next in line because they haven't even started a commercial pilot program yet.
Re: GM exits robotaxi market, will bring Cruise operations in house
#24Earlier quoted context omitted.
So stupid. If something has proved to be possible then you as number 2 can hire people from 1 to replicate it. China is built on this principle.
What Waymo is doing is very localized and really only suitable for self-driving taxis and not normal cars. Not clear if that would help GM to sell more cars in the short to medium term (and obviously their execs have no reason to care about anything else).
Re: GM exits robotaxi market, will bring Cruise operations in house
#25GM believed Kyle Vogt when he was hyping up their tech by having small, meaningless deployments in a dozen cities and promising $1B revenue by 2025. Then they had that incident and GM found out exactly how far behind Waymo they are. Waymo is now giving 175k rides every week and expanding to new markets every year. No other robotaxi company in the entire country giving rides to the public. Now they've gone back to wha…
For example: https://news.ycombinator.com/threads?id=reTensor
It was well-known and well-leaked that something was wrong with Cruise.
Re: GM exits robotaxi market, will bring Cruise operations in house
#26GM believed Kyle Vogt when he was hyping up their tech by having small, meaningless deployments in a dozen cities and promising $1B revenue by 2025. Then they had that incident and GM found out exactly how far behind Waymo they are. Waymo is now giving 175k rides every week and expanding to new markets every year. No other robotaxi company in the entire country giving rides to the public. Now they've gone back to wha…
Re: GM exits robotaxi market, will bring Cruise operations in house
#27Earlier quoted context omitted.
GM SuperCruise and Ford BluesClues are comparable products, so I don't know why you'd exclude Tesla's product as not "operating in any markets." Other companies have neat AV demos (some that they even make people pay for), but fundamentally they can't and won't scale.
I am not sure I have all the facts straight but: Super Cruise and BlueCruise are features available on GM and Ford passenger cars, respectively. They aren't taxi services. I tried to make the distinction between companies participating in the "increasingly competitive robotaxi market" versus just the ones that have some level of autonomous driving capability; tweaked comment. GM was majority stakeholder in Cruise, wh…
Not sure how it's suddenly so controversial to realize that Detroit is terrible at software strategy. This has been the conventional wisdom (and with good reason) for quite some time.
Re: GM exits robotaxi market, will bring Cruise operations in house
#28Earlier quoted context omitted.
I am not sure I have all the facts straight but: Super Cruise and BlueCruise are features available on GM and Ford passenger cars, respectively. They aren't taxi services. I tried to make the distinction between companies participating in the "increasingly competitive robotaxi market" versus just the ones that have some level of autonomous driving capability; tweaked comment. GM was majority stakeholder in Cruise, wh…
The difference is that GM and Ford have no viable strategy for transitioning these features into taxi services, whereas Tesla does. Not sure how it's suddenly so controversial to realize that Detroit is terrible at software strategy. This has been the conventional wisdom (and with good reason) for quite some time.
Re: GM exits robotaxi market, will bring Cruise operations in house
#29> GM said in a statement that “... an increasingly competitive robotaxi market” were the reasons for the change. Isn't there basically Google/Waymo and then, seemingly much further behind, Tesla Cybertaxi, Amazon/Zoox, and Uber/Yandex? Cruise allegedly has one of the most sophisticated autonomous driving platforms, and GM's Super Cruise (if they share any tech) is comparable to Tesla FSD. Strange that they would bow…
https://www.cnn.com/2024/07/18/cars/china-baidu-apollo-go-ro...
Re: GM exits robotaxi market, will bring Cruise operations in house
#30GM believed Kyle Vogt when he was hyping up their tech by having small, meaningless deployments in a dozen cities and promising $1B revenue by 2025. Then they had that incident and GM found out exactly how far behind Waymo they are. Waymo is now giving 175k rides every week and expanding to new markets every year. No other robotaxi company in the entire country giving rides to the public. Now they've gone back to wha…
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