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Rivian Unveils Custom Silicon, R2 Lidar Roadmap, and Universal Hands Free

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Re: Rivian Unveils Custom Silicon, R2 Lidar Roadmap, and Universal Hands Free

#81

Meanwhile, the only thing people really want from Rivian is CarPlay / Android Auto support, lol.

It's maddening that $100k purchases get totally nerfed by bad software. Absolutely crazy to me that I can go out find a super nice car I want and have to walk away because of bad software or no carplay support.

Re: Rivian Unveils Custom Silicon, R2 Lidar Roadmap, and Universal Hands Free

#82
post #78

Autonomy subscriptions are how things are going to go, I called this a long time ago. It makes too much sense in terms of continuous development and operations/support to not have a subscription -- and subscriptions will likely double as insurance at some point in the future (once the car is driving itself 100% of the time, and liability is always with the self driving stack anyway). Of course, people won't like this…

Why would I own a car when I can Waymo one?

I’m with you but there are plenty of places where public transit is superior to driving and people still drive.

Re: Rivian Unveils Custom Silicon, R2 Lidar Roadmap, and Universal Hands Free

#83

Autonomy subscriptions are how things are going to go, I called this a long time ago. It makes too much sense in terms of continuous development and operations/support to not have a subscription -- and subscriptions will likely double as insurance at some point in the future (once the car is driving itself 100% of the time, and liability is always with the self driving stack anyway). Of course, people won't like this…

Agreed, it seems inevitable that autonomy and insurance are going to be bundled.

1. Courts are finding Tesla partially liable for collisions, so they've already got some of the downsides of insurance (aka the payout) without the upside (the premium).

2. Waymo data shows a significant injury reduction rate. If it's true and not manipulated data, it's natural for the car companies to want to capture some of this upside.

3. It just seems like a much easier sell. I wouldn't pay $100/month for self-driving, but $150 a month for self-driving + insurance? That's more than I currently pay for insurance, but not a lot more. And I've got relatively cheap insurance: charging $250/month for insurance + self-driving will be cheaper than what some people pay for just insurance alone.

I don't think we need to hit 100% self-driving for the bundled insurance to be viable. 90% self-driving should still have a substantially lower accident rate if the Waymo data is accurate and extends.

Re: Rivian Unveils Custom Silicon, R2 Lidar Roadmap, and Universal Hands Free

#84
post #23

Earlier quoted context omitted.

Your eyes will be fine (assuming that we are talking about automotive LiDAR specifically). Automotive LiDAR is designed to meet Class-1 laser eye-safety standard, which means "safe under normal conditions." It isn't some subjective/marketing thing, it is an official laser safety classification that is very regulated. However, if you try to break that "normal conditions" rule by pressing your eyeball directly against…

Why wouldn’t your eye lens focus LIDAR photons from the same source onto a small region of your retina in the same way that a phone camera lens focuses same-origin photos to a few pixels? Sorry if this is a silly question, I honestly don’t have the greatest understanding of EM.

GP is slightly wrong. IIRC those problematic LIDARs are operating at higher power than traditionally allowed, with the justification that the wavelength being used is significantly less efficient at damaging human eyes, therefore it's safe enough at those powers, which is likely true enough. But it turned out that camera lenses are generally more transparent than our eyes and therefore the justification don't apply to them.

Re: Rivian Unveils Custom Silicon, R2 Lidar Roadmap, and Universal Hands Free

#85
post #2

is everyone designing their own silicon getting so much additional them-specific utility out of it that it's actually worth it?

Possibly. Realistically this is replacing the expensive category of FPGA (Zynqs or similar with strong hardware CPU cores), this means they get all the peripherals they desire in hardware, and they can pick the core variant in order to optimise for their workloads (all the different vector extensions for example). There's an interesting market for that kind of thing, either full FPGA to ASIC replacement, or drop in replacement FPGAs of lower cost (The Rigol MHO98 replaced the Xilinx FPGA of the previous generation with a substitute from Fudan). If you're shipping a lot of hardware, that sort of thing becomes worthwhile.

Re: Rivian Unveils Custom Silicon, R2 Lidar Roadmap, and Universal Hands Free

#86

Autonomy subscriptions are how things are going to go, I called this a long time ago. It makes too much sense in terms of continuous development and operations/support to not have a subscription -- and subscriptions will likely double as insurance at some point in the future (once the car is driving itself 100% of the time, and liability is always with the self driving stack anyway). Of course, people won't like this…

Imagine having a vehicle with +680 hp (or 1000 hp in case of Rivian quad) and then drive it autonomously... sigh where's the fun in that?

There is nothing fun about sitting in traffic on your commute to/from work, and neither there is much fun in doing long-distance driving in a straight line on highway for hours on end (regardless of the horsepower). That's what autonomous driving is for imo.

There is a lot of fun in driving a high-hp car on track or offroad or in some not-much-populated area or in plenty of other scenarios. That's where using autonomous driving mode would feel preposterous to me.

Re: Rivian Unveils Custom Silicon, R2 Lidar Roadmap, and Universal Hands Free

#87

Autonomy subscriptions are how things are going to go, I called this a long time ago. It makes too much sense in terms of continuous development and operations/support to not have a subscription -- and subscriptions will likely double as insurance at some point in the future (once the car is driving itself 100% of the time, and liability is always with the self driving stack anyway). Of course, people won't like this…

> the alternative would be a corporation constantly providing -- for free -- updates and even support if your car gets into an accident or stuck. That's one alternative. Another alternative would be that you get what you get at purchase time, and you have to buy a new car to get the newest update. "Continuous development" isn't always a selling point when it's something with your life in its hands. A great example is…

The consumers who mock Tesla (and other auto manufacturers) that deliver continuous updates are rapidly dying off or moving into assisted living facilities. They're not going to be buying many new cars in coming years. Pursuing that market segment seems like literally a "dead" end.

Re: Rivian Unveils Custom Silicon, R2 Lidar Roadmap, and Universal Hands Free

#88

Autonomy subscriptions are how things are going to go, I called this a long time ago. It makes too much sense in terms of continuous development and operations/support to not have a subscription -- and subscriptions will likely double as insurance at some point in the future (once the car is driving itself 100% of the time, and liability is always with the self driving stack anyway). Of course, people won't like this…

> the alternative would be a corporation constantly providing -- for free -- updates and even support if your car gets into an accident or stuck. That's one alternative. Another alternative would be that you get what you get at purchase time, and you have to buy a new car to get the newest update. "Continuous development" isn't always a selling point when it's something with your life in its hands. A great example is…

> Another alternative would be that you get what you get at purchase time, and you have to buy a new car to get the newest update.

The Mercedes-Benz model.

Re: Rivian Unveils Custom Silicon, R2 Lidar Roadmap, and Universal Hands Free

#89
This is really poor execution. You're taking a complex, low margin vehicle and introducing even more cost and supply chain complexity. On top of that, you're essentially making a proxy bet that more expensive hardware (LIDAR) will beat Tesla's software bet.

It's absolutely fair to criticize Elon for his ridiculous FSD timeline claims, but here we are now evaluating the market: if you have experienced the latest FSD, Waymo's and now Rivian's bet is just so obviously the exact wrong bet.

Re: Rivian Unveils Custom Silicon, R2 Lidar Roadmap, and Universal Hands Free

#90

Autonomy subscriptions are how things are going to go, I called this a long time ago. It makes too much sense in terms of continuous development and operations/support to not have a subscription -- and subscriptions will likely double as insurance at some point in the future (once the car is driving itself 100% of the time, and liability is always with the self driving stack anyway). Of course, people won't like this…

Agreed, it seems inevitable that autonomy and insurance are going to be bundled. 1. Courts are finding Tesla partially liable for collisions, so they've already got some of the downsides of insurance (aka the payout) without the upside (the premium). 2. Waymo data shows a significant injury reduction rate. If it's true and not manipulated data, it's natural for the car companies to want to capture some of this upside…

Curious where you live? The only place I ever paid insurance premiums that high (and not quite that high) was in Ontario. I pay $70.
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