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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

#91
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?

My cars are more than just transportation. They're mobile storage lockers where I can keep my stuff reasonably secure. They're a place to sit warm and dry while I wait for something else. They're (semi) private changing rooms where I can put on my cycling kit. Regardless of who does the driving I'll never give up owning (or at least leasing) my own private cars.

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

#92
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 don't know you or your situation, but many people (including the idealized version of Rivian's target market) like going places that Waymo currently doesn't. There's also tradeoffs with cost, wait time, # of passengers, cargo, etc. Some people may also want to automate "boring" driving while still having the option to do "fun" driving

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

#93

Can anyone explain why RIVN is down 8% after this announcement? Were investors expecting hands free handjobs or something?

They just told potential buyers to not buy an outdated Gen2 or an early R2, assuming it is not delayed.

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

#94

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?

How much fun is it actually to drive around doing daily errands or commuting?

Personally, I look at the 40,000 people killed each year in traffic crashes in the US, and I think, the sooner we all stop driving (on public roads) the better.

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

#95

Earlier quoted context omitted.

I watched the livestream and they said their hardware is "Camera Safe". I am not sure if camera safe and eye safe are correlated, but I would hope/expect that they would not release something that isn't known to be eye safe. I guess it's possible that the long term effects could prove bad, and we will all end up getting "Lidar Eye" dead spots in our vision.

Lidar Eye? No, how the heck would that happen? I mean, there is a dangerous source of light outside (we call it the "sun"), and yet we manage fine.

Your body has signs to knock it off when you're staring at the sun, does it do the same thing for Lidar?

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

#96
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?

Why do people own cars when they can just Uber?

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

#97

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…

[dead]

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

#98
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?

Having your stuff in it already, it's always available immediately (for you), not needing to worry as much about getting it dirty at the beach or with a dog, going to remote places where calling a Waymo may be infeasible or would take a really long time. Probably also cheaper if you drive really frequently.

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

#99

Can anyone explain why RIVN is down 8% after this announcement? Were investors expecting hands free handjobs or something?

It could be that Gen 3 shipping late 2026 is a concession that R2 might be delayed until then.

Personally I think they will ship R2 Gen 2 vehicles to the early adopters that are less concerned with ADAS.

My R2 reservation is very late (I had to redo it for reasons) so I probably won't be able to order one until it's available anyways.

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

#100
post #90

Earlier quoted context omitted.

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.

The average car insurance premium in the US is over $2000/year, and over $2500/year for full coverage. I imagine that has an outlier effect and the median is lower, but I'd be surprised if the median was under $100/month. I'm paying just under $1000/year (and yes, in Ontario).
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