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> 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…
Waymo isn't scalable.
> 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…
The market will narrow down to 2 companies, Tesla and Comma AI, just as George Hotz has been predicting for close to a decade. Waymo will not survive
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The difference is that it’s not Elon saying this anymore. It’s the actual beta testers, and other people that work at Tesla saying this. The Elon hate is so ingrained here, people are ignoring what’s happening right in front of their eyes.
This is what is in front of our eyes: https://www.templetons.com/brad/robocars/timeline.html Maybe yours see something different.
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The difference is that it’s not Elon saying this anymore. It’s the actual beta testers, and other people that work at Tesla saying this. The Elon hate is so ingrained here, people are ignoring what’s happening right in front of their eyes.
Yes that is what i'm saying but people still have the "I HATE ELON" blinders on and can't think for themselves.
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Size of the market is for all practical purposes function of price. The competition to robotaxis is first and foremost humans. The major question is if robotaxi companies can provide the service at the cost of ubers *profitably*.
This has a strong vibe of the past: "In the early 1980s AT&T asked McKinsey to estimate how many cellular phones would be in use in the world at the turn of the century. The consultancy noted all the problems with the new devices—the handsets were absurdly heavy, the batteries kept running out, the coverage was patchy and the cost per minute was exorbitant—and concluded that the total market would be about 900,000. A…
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Most states and communities aren't ok with unproven AVs on their streets causing accidents and injuries, even if they are superficially politically aligned with the AV manufacturer's CEO. That's a good thing, we shouldn't be lowering the bar for AVs.
AVs already exceed the quite low bar for humans. The real crux is liability when they screw up.
Nobody wants to let a minimum viable driver chauffeur them around every day. Accepting the reduced quality of performance and increased risk a short duration cab ride is another story.
Waymo 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.
I've been very puzzled at people treating FSD as non-existent when it's very reliably good.