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GM exits robotaxi market, will bring Cruise operations in house

cnbc.com

601–610 of 692 posts

Re: GM exits robotaxi market, will bring Cruise operations in house

#601

Earlier quoted context omitted.

Can't edit my comment but seeing the number of downvotes I might as well enlighten a few people: https://www.cnet.com/roadshow/news/alphabet-google-waymo-ceo...

That was 6 years ago. I find it odd for a CEO to talk so cautiously (odd but perhaps refreshing), but I'm certainly not holding anyone accountable for what they said in an interview 6 years ago when it relates to a bleeding edge industry.

Well yes of course accountability clearly isn't a thing at play here, Musk said self driving cars were coming in two years back when I was still studying, that was ~10 years ago...

We're still not even close to anything remotely capable of being autonomous, even on sunny straight californian roads... Bring these to switzerland snowy mountain passes or serbian dirt roads lmao

> a bleeding edge industry.

The only thing that this industry is bleeding is money so far

Re: GM exits robotaxi market, will bring Cruise operations in house

#602

Earlier quoted context omitted.

That was 6 years ago. I find it odd for a CEO to talk so cautiously (odd but perhaps refreshing), but I'm certainly not holding anyone accountable for what they said in an interview 6 years ago when it relates to a bleeding edge industry.

Well yes of course accountability clearly isn't a thing at play here, Musk said self driving cars were coming in two years back when I was still studying, that was ~10 years ago... We're still not even close to anything remotely capable of being autonomous, even on sunny straight californian roads... Bring these to switzerland snowy mountain passes or serbian dirt roads lmao > a bleeding edge industry. The only thing…

Waymo has fully autonomous commercial operations in 5 cities now. Have you been in one? They are amazing.

Most taxi/rideshare rides occur in cities, not the snowy mountains of Switzerland. Maybe they never make it to those snowy mountains. Who cares?

Re: GM exits robotaxi market, will bring Cruise operations in house

#603
post #224

Earlier quoted context omitted.

Even Waymo has external investors. It’s not all funded by Alphabet.

Cruise had that too - i think 2B from Honda

Honda said its total investment in Cruise was $852 million.

https://www.cnbc.com/2024/12/10/gm-halts-funding-of-robotaxi...

Re: GM exits robotaxi market, will bring Cruise operations in house

#604
post #46

Further proof that General Motors is run the finance types, not car guys. Wonder if they'd sell Cruise back to the founders for say a buck? Sure Cruise could then cut a deal with another auto maker. Maybe even get financing from one?

Cruise burn rate was to the tune of 1B a year as reported by GM. Needs to be someone with very deep pockets to put it mildly

GM’s current annual expenditure on Cruise amounted to about $2 billion, and the restructuring would cut that by more than half, CFO Paul Jacobson said.

https://www.cnbc.com/2024/12/10/gm-halts-funding-of-robotaxi...

Re: GM exits robotaxi market, will bring Cruise operations in house

#605

Earlier quoted context omitted.

> We all know its probably best in most cases to keep any vehicle, even one that is inefficient, on the road for its useful life. I didn’t know this until this thread. And I feel like I’ve heard people say things like they are going to improve the environment by ditching their current car for an EV, not because they’re planning on getting rid of their car anyways.

Well sadly, this thread has misinformed you. Here's Top Gear explaining it, as my attempt to convey the same information seems to have bounced off most people replying: https://www.topgear.com/car-news/electric/mythbusting-world-... > But what if your existing petrol or diesel car is perfectly satisfactory? Obviously if you cause one less vehicle – of any kind – to be manufactured, you’re saving CO2 in the short term…

> Here's Top Gear explaining it [...]

(Apologies for the snark but...) mythbusting articles without any experimental data or references to back up claims - or claims they say they've debunked - aren't really my thing. Hopefully not really a HN thing either :/

Re: GM exits robotaxi market, will bring Cruise operations in house

#606

Earlier quoted context omitted.

> The electric motor I can't imagine its worse to produce than a combustion motor I assumed we're attempting to weigh up keeping an ICE vehicle that already exists - like my 10 year old diesel - vs building building a new EV vehicle and scrapping the old ICE.

Nobody is crushing their ICE and dumping it in the lake when they replace their existing and working ICE with an EV. They're selling/trading in their ICE which someone else will buy and use until it's not worth servicing anymore.

> Nobody is crushing their ICE and dumping it in the lake when they replace their existing and working ICE with an EV

Although maybe we're missing a trick. Not the dumping-it-in-the-lake bit(!), but the taking-an-old-ICE-out-of-circulation bit.

Re: GM exits robotaxi market, will bring Cruise operations in house

#607

Earlier quoted context omitted.

Let's pretend EV fires aren't exceptional. Sunlight certainly is a problem and you can see that in Tesla's own data.

Can you link said data please

I'm not sure what you want. The NHTSA investigated using Tesla's data and found 956 crashes caused by these types of system failures: https://static.nhtsa.gov/odi/inv/2022/INCR-EA22002-14496.pdf

If you simply search for things like "tesla direct sunlight", "tesla camera condensation", "tesla camera bad weather", you can see thousands of instances of vehicle cameras not working.

Re: GM exits robotaxi market, will bring Cruise operations in house

#608

Earlier quoted context omitted.

If you look at the lifecycle analysis of ICE cars, burning the fuel is the major contributor. So if you drive an average amount with those cars you're not saving the planet by continuing to drive them. In a well functioning system you'd be selling them on to people who drive very little and are old and set in their ways and replacing them with an EV.

In the book Heat Monboit argues the stats show that when someone "greens" their consumption they also increase it. For example switching to "green" energy meant people stopped thinking about conserving. In the specific case of electric vehicles (and many plug in hybrids) luckily they're such an immense improvement that my guess is that they still have a net benefit. But far from the simple efficiency math, and more l…

The most successful marketing campaign in the last 100 was the greening of plastic waste with BS recycling campaigns.

Re: GM exits robotaxi market, will bring Cruise operations in house

#609

Earlier quoted context omitted.

(from 14 years ago, but still an interesting read) https://www.theguardian.com/environment/green-living-blog/20...

Unfortunately that article is confused nonsense. It suggests that making an ICE car is roughly equal to the running in terms of carbon. In reality manufacturing is about 10%, disposal 5% and the other 85% from running it e.g. fuel and maintenance. It then suggests that keeping an old car is better because if you keep the car for twice as long then the emissions are half per mile, but you don't scrap functional cars y…

> In reality manufacturing is about 10%, disposal 5% and the other 85% from running it e.g. fuel and maintenance

I imagine this depends hugely on the kind of vehicle?

Our small [petrol] car cost the equivalent of $10k on the road, including all taxes. It has a tiny engine, four seats, and limited luggage space. It's fairly fuel-efficient (at least when I'm driving).

I've also recently driven a BMW 5 series (booked the cheapest "compact manual" as an airport rental vehicle, got that instead - win!) List price around 10x that of our little car. Nicer ride, of course. Bigger luggage space. Five seats.

Presumably in terms of carbon the BMW's manufacturing costs vastly exceed that of small cars, but is the carbon manufacturing cost linear with either its fuel efficiency or with its price?

Re: GM exits robotaxi market, will bring Cruise operations in house

#610
post #600

Earlier quoted context omitted.

"Tesla has a software problem, Waymo has a hardware problem" - Andrej Karpathi Is it easier to ramp to 1M vehicles a year and cut BOM costs by 80%, OR, install more GPUs and collect more data?

You pose your comment like the answer is obvious, but I don’t know that it is. If Tesla can solve FSD with only cameras, then yes, their ability to scale is much better than Waymo’s. But that is a stupendously large “if”! I’ve seen the Karpathy quote before, and I think it’s kind of hilarious to compare one company which does X0,000 robotaxi rides per day, to another company which has a robotaxi maybe entering produc…

It's "hardware is hard" versus "scaling laws".

Andrejs point is that software problems are easier to scale your way out of. I think we can both agree there's plenty of precedent for this line of thinking.

A company cannot as easily scale their way out of lowering material costs by an order of magnitude or go from 1000 cars a year to 1M cars a year.

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