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Sub-$200 Lidar could reshuffle auto sensor economics

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Re: Sub-$200 Lidar could reshuffle auto sensor economics

#201

Since lidar has distance information and cameras do not, it was always a ridiculous idea by a certain company to use cameras only. Lidar using cars are going to replace at least the ones that don't make use of this obvious answer to obstacle detection challenges.

considering cameras can create reliable enough distance measurements AND also handle all the color reception needed for legally driving roads it was always a ridiculous idea by a certain set of people that lidar is necessary.

Stereo cameras are useless against repeating patterns. They easily match neighboring copies. And there are lots of repeating or repeating-like patterns that computers aren't smart enough to handle.

You can solve this by adding an emitter next to the camera that does something useful, be it just beaconing lights or noise patterns or phase synced laser pulses. And those "active cameras" are what everyone call LIDARs.

Re: Sub-$200 Lidar could reshuffle auto sensor economics

#202

Earlier quoted context omitted.

The reasoning is cynical but sound. If the system uses only the sensing modes people have, it will make the mistakes people do. If a jury thinks "well I could have done that either!" You win. It doesn't matter if your system has fewer accidents if some of the failure modes are different than human ones, because the jury will think "how could it not figure that out?"

Very recent issue with Waymo https://dmnews.co.uk/waymo-robotaxi-spotted-unable-to-cross-... . This is 17 years after they bet the farm on LIDAR, with no signs its ever going to be cost effective or that it's better than multiple cameras, with millisecond reaction 360 degrees, that never gets tired, drunk, distracted, and also has other cheaper sensors and NN trained on Billions or real world data.

Dude that's not a 'puddle' as the article claims, that's a body of water that it's not even visually obvious whether it's safe to drive through. Maybe I'm a bad driver but I'd hesitate to drive through that in a small car either.

Re: Sub-$200 Lidar could reshuffle auto sensor economics

#203

Earlier quoted context omitted.

The reasoning is cynical but sound. If the system uses only the sensing modes people have, it will make the mistakes people do. If a jury thinks "well I could have done that either!" You win. It doesn't matter if your system has fewer accidents if some of the failure modes are different than human ones, because the jury will think "how could it not figure that out?"

Very recent issue with Waymo https://dmnews.co.uk/waymo-robotaxi-spotted-unable-to-cross-... . This is 17 years after they bet the farm on LIDAR, with no signs its ever going to be cost effective or that it's better than multiple cameras, with millisecond reaction 360 degrees, that never gets tired, drunk, distracted, and also has other cheaper sensors and NN trained on Billions or real world data.

[deleted]

Re: Sub-$200 Lidar could reshuffle auto sensor economics

#204

Since lidar has distance information and cameras do not, it was always a ridiculous idea by a certain company to use cameras only. Lidar using cars are going to replace at least the ones that don't make use of this obvious answer to obstacle detection challenges.

The reasoning is cynical but sound. If the system uses only the sensing modes people have, it will make the mistakes people do. If a jury thinks "well I could have done that either!" You win. It doesn't matter if your system has fewer accidents if some of the failure modes are different than human ones, because the jury will think "how could it not figure that out?"

Pretty hard to do if your whole selling point is ‘better and safer than human’ however?

Re: Sub-$200 Lidar could reshuffle auto sensor economics

#205

Interestingly, there have been people in the LIDAR industry predicting costs like this for many years. I heard numbers like $250 per vehicle back in 2012 [1] Of course, ambitious pricing like this is all about economies of scale - sensors that are used in production vehicles are ordered by the million, and that lowers the costs massively. When the huge orders didn't materialise, the economies of scale and low prices…

Also 'Luminar Technologies, a prominent U.S. lidar manufacturer, filed for Chapter 11 bankruptcy in December 2025' LIDAR is useful in a small set of scenarios (calibration and validation) but do not bet the farm on it or make it the centre piece of your sensor suite.

Also, MicroVision, the company in OP's article bought the IP from Luminar. This feels like a circular venture capital scam. Luminar originally went public via SPAC and made a bunch of people very wealthy before ultimately failing.

Re: Sub-$200 Lidar could reshuffle auto sensor economics

#206

Earlier quoted context omitted.

The reasoning is cynical but sound. If the system uses only the sensing modes people have, it will make the mistakes people do. If a jury thinks "well I could have done that either!" You win. It doesn't matter if your system has fewer accidents if some of the failure modes are different than human ones, because the jury will think "how could it not figure that out?"

I don't think that's the reasoning. The reasoning was simply that LIDAR was (and incorrectly predicted to always be) significantly more expensive than cameras, and hypothetically that should be fine because, well, humans drive with only two eyes. Musk miscalculated on 1) cost reduction in LIDAR and 2) how incredible the human brain is compared to computers. Having similar sensors certainly doesn't guarantee your acci…

Eh, I think ‘miscalculation’ might be giving too much credit about good intentions.

He wanted (needed?) to get on the hype train for self driving to pump up the stock price, knew that at the time there was zero chance they could sell it at the price point lidar required at the time - or even effective other sensors (like radar) - and sold it anyway at the price point that people would buy it at, even though it was not plausibly going to ever work at the level that was being promised.

There is a word for that. But I’m sure there are many lawyers that will say it was ‘mere fluffery’ or the like. And I’m sure he’ll get away with it, because more than enough people are complicit in the mess.

Miscalculation assumes there was a mistake somewhere, but near as I can tell, it is playing out as any reasonable person expected it too, given what was known at the time.

Re: Sub-$200 Lidar could reshuffle auto sensor economics

#207

Earlier quoted context omitted.

The reasoning is cynical but sound. If the system uses only the sensing modes people have, it will make the mistakes people do. If a jury thinks "well I could have done that either!" You win. It doesn't matter if your system has fewer accidents if some of the failure modes are different than human ones, because the jury will think "how could it not figure that out?"

Very recent issue with Waymo https://dmnews.co.uk/waymo-robotaxi-spotted-unable-to-cross-... . This is 17 years after they bet the farm on LIDAR, with no signs its ever going to be cost effective or that it's better than multiple cameras, with millisecond reaction 360 degrees, that never gets tired, drunk, distracted, and also has other cheaper sensors and NN trained on Billions or real world data.

Tesla does not handle rain well either. This is not a LIDAR problem, it is a problem with self driving cars in general.

Re: Sub-$200 Lidar could reshuffle auto sensor economics

#208

Earlier quoted context omitted.

That's an example of it failing safe. I'd rather it did that than drive me into a sinkhole because it thought it was a puddle.

Ok so Waymo is useless in the rain then, kind of limiting. But at least that 0.000000000001% times it actually is a sinkhole you won't damage the bumper.

I'd rather a Waymo be useless in the rain rather than a Tesla be actively dangerous and likely to kill me.

Tesla ""autopilot"" fatalities: 65

Waymo fatalities: 0

Re: Sub-$200 Lidar could reshuffle auto sensor economics

#209

Since lidar has distance information and cameras do not, it was always a ridiculous idea by a certain company to use cameras only. Lidar using cars are going to replace at least the ones that don't make use of this obvious answer to obstacle detection challenges.

The reasoning is cynical but sound. If the system uses only the sensing modes people have, it will make the mistakes people do. If a jury thinks "well I could have done that either!" You win. It doesn't matter if your system has fewer accidents if some of the failure modes are different than human ones, because the jury will think "how could it not figure that out?"

This is a new and flawed rationale that I haven't heard before. Tesla cameras are worse (lower resolution, sensitivity, and dynamic range) than human eyes and don't have "ears" (microphones).
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