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Autonomous Car Progress

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I am trying to remind myself and everyone here that robotaxi have huge opportunities to make life better, not just be a potential revenue source for Tesla. As bad as cruise is at times they are much better than a licensed but not fit to drive operator. I think Tesla’s $will come not from RT income but from monthly subscription fees to get chauffeur like service. It seems to me that rt will be low profit and others will be in the lucrative areas long before Tesla.
 
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Cruise and Waymo see surge in the downloads of their ride-hailing apps:

Estimates from app intelligence provider data.ai showed 15,400 downloads of the Waymo One app in the five days following the August 10 vote — up 67% from the 9,200 downloads in the week prior. The Cruise app was downloaded by first-time users 8,300 times — a 77% increase — over the same five-day time frame.

Overall, the Cruise app has been downloaded a total of 146,000 times, according to data.ai. Waymo One has been downloaded about 513,000 times, according to data.ai estimates. The Waymo One app likely has a larger total number of downloads because the ride-hailing service has been operational in the greater Phoenix area for years now. Cruise has started to expand to other cities, including Phoenix, but its greatest concentration of self-driving cars and its primary commercial operations are in San Francisco.

 
Based on the forward camera this was completely avoidable if a human was driving. The swerve from the other guy was basically telegraphed. The same thing the SUV did is usually what you're supposed to do.

Someone swerves into your lane to avoid someone swerving into their lane.

You are then supposed to swerve to the outside of your lane to avoid it or in the case of being at the left most lane, you sometimes have the shoulder so even more space.

I can't count how many times i have had to use the shoulder to either avoid being hit or avoid hitting someone (in cases where the forward car is tailgating the car ahead / not paying attention when there's stopped traffic and swerve at the very last second).

Yes. An alert human would see that scenario at an early stage and have no issue responding to it. As is, FSD has no chance of anticipating it or responding in time. And unfortunately these scenarios are common on busy freeways. Having said that Joe should've been able to respond in time. Heck both FSD and Joe should at least have responded to the Buick's turn signal.
 
Is it possible that those overhead lines are interfering with the car?
Overhead lines are all over SF. We have trolleybuses and light rail here. As such I highly doubt those overhead lines would interfere with it.

Rather Cruise have frequently been confused by construction zones, and this case was a construction zone also. So most likely that is a much bigger contributing factor.
 
Cruise involved in 2 accidents:


Narratives don't agree. From the damage of the grey car, it seems it was traveling at high speed. The Cruise narrative that the grey car ran a red light at high speed seems to fit the facts. If true then I don't blame Cruise as it seems there might have been no way for the Cruise to avoid the crash.

Second accident, Cruise seems to have hit a fire truck. This one does seem like it might be Cruise's fault


Here is Cruise response of what happened:


I would note that even if the Cruise version is true, the Cruise failed to yield to an emergency vehicle. So Cruise narrative tries to spin things in Cruise's favor but Cruise would still be at-fault IMO.
 
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As Waymo & Cruise are rapidly entering & charging in more & more cities, I wonder what this does to TSLA share price

I don't think there will be any affect short term. Waymo and Cruise adding a few more cities in say the next year is not going to affect Tesla sales. And Tesla makes money from selling the FSD package not from robotaxis. Tesla is not doing any robotaxi service. So there is no direct competition between Tesla and Waymo and Cruise in terms of a robotaxi service. And Waymo and Cruise scaling so far and getting their CPUC permit has not shaken the TSLA bulls premise that Tesla will win autonomy. They firmly believe in Tesla's FSD approach and believe that even if Waymo and Cruise do scale robotaxis in more cities, that Tesla still has the more generalized approach. I doubt Waymo and Cruise scaling to more cities will shake that. It is possible some of the big investment firms might lower their price target if they feel that the Tesla robotaxi is becoming less likely but the TSLA bulls will still hold no matter what.

I think there are two ways that Waymo and Cruise could affect the TSLA share price long term:
1) If Waymo and Cruise were able to displace personal car ownership, that would obviously hurt Tesla vehicle sales which would hurt the TSLA share price. But to displace personal car ownership, Waymo and Cruise would need to deploy a significantly higher number of robotaxis (we are talking probably millions of robotaxis) that would have to work in virtually all US cities. This would certainly not happen any time soon. That is why I say it would be a long term trend if it happens.

2) If Waymo and Cruise licensed their tech to personal cars that could directly take aim at Tesla's FSD business model. So that could affect the TSLA share price. But it requires an automaker to offer a nice EV that is competitive with a Tesla. So if another automaker offered a nice EV, competitive with a Tesla, that also had the Cruise or Waymo Driver on it, I could see that hurting Tesla vehicle sales. But so far, we've not seen another EV really hurt Tesla sales too much. And so far, neither Cruise nor Waymo have expressed any real plans to license their tech. And Cruise and Waymo would need to adapt their tech to consumer cars, work with an automaker to fit the tech, and the automaker would need to design the EV and then produce it. So it would take many years. That is why I say this would be a long term trend if it happens.

The other big unknown is Tesla's FSD. If Tesla fails to reach L4 for years to come, I think that could hurt the TSLA share price, more than anything Waymo or Cruise do. But if Tesla does reach L4 in the next year then that could change everything. It could dramatically increase the TSLA share price.
 
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Cruise involved in 2 accidents:


Narratives don't agree. From the damage of the grey car, it seems it was traveling at high speed. The Cruise narrative that the grey car ran a red light at high speed seems to fit the facts. If true then I don't blame Cruise as it seems there might have been no way for the Cruise to avoid the crash.
Could also be a stale green (on either side). Also, this is unrelated to legal blame, but it's also possible the Cruise could have avoided it if it didn't stop.
Second accident, Cruise seems to have hit a fire truck. This one does seem like it might be Cruise's fault


Here is Cruise response of what happened:


I would note that even if the Cruise version is true, the Cruise failed to yield to an emergency vehicle. So Cruise narrative tries to spin things in Cruise's favor but Cruise would still be at-fault IMO.
To be fair, emergency vehicles also have a duty to check if intersection is clear before crossing, so the circumstances and details still matter.
 
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The other big unknown is Tesla's FSD. If Tesla fails to reach L4 for years to come, I think that could hurt the TSLA share price, more than anything Waymo or Cruise do. But if Tesla does reach L4 in the next year then that could change everything. It could dramatically increase the TSLA share price.
I think this is a virtual certainty. The question, when it comes to share price, is will Tesla throw in the towel first or will the TSLA FSD bulls realize it first.
 
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CA DMV is asking Cruise to reduce their robotaxi fleet in SF by 50%. Cruise says they will comply with CA DMV request.

The California Department of Motor Vehicles, the agency that regulates the testing and deployment of autonomous vehicles in the state, requested the reduction in operations. The state agency said it is investigating “recent concerning incidents” involving Cruise vehicles in San Francisco. It called for Cruise to reduce its fleet by 50% and have no more than 50 driverless vehicles in operation during the day and 150 driverless vehicles in operation at night until the investigation is complete.


Cruise also posted a blog about the collision with the fire truck. They say that the vehicle did detect the fire truck but it was a difficult intersection with occlusions. The Cruise did brake but was not able to avoid the collision:

In terms of what occurred around the scene of the collision there are many aspects that looked typical from the AV’s perspective and several factors that added complexity to this specific incident.

The AV positively identified the emergency vehicle almost immediately as it came into view, which is consistent with our underlying safety design and expectation. It is worth noting, however, that the confines of this specific intersection make visual identification more challenging – for humans and AVs alike – as it is significantly occluded by buildings, meaning that it is not possible to see objects around the corner until they are physically very close to the intersection.

The AV’s ability to successfully chart the emergency vehicle’s path was complicated by the fact that the emergency vehicle was in the oncoming lane of traffic, which it had moved into to bypass the red light.

Cruise AVs have the ability to detect emergency sirens, which increase their ability to operate safely around emergency vehicles and accompanying scenes. In this instance, the AV identified the siren as soon as it was distinguishable from the background noise. The Cruise AV did identify the risk of a collision and initiated a braking maneuver, reducing its speed, but was ultimately unable to avoid the collision.

 
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CA DMV is asking Cruise to reduce their robotaxi fleet in SF by 50%. Cruise says they will comply with CA DMV request.
Interesting that CA DMV saw the need to step in, even though CPUC didn't.

Cruise also posted a blog about the collision with the fire truck. They say that the vehicle did detect the fire truck but it was a difficult intersection with occlusions. The Cruise did brake but was not able to avoid the collision:

A video would make it much easier for people to judge for themselves, instead of a text description that no doubt Cruise will spin (similar to the Prius accident).
 
Safety is DMV's turf. CPUC is supposed to deal with rates, effects on the community, disability access, etc.
CPUC is the one that issues the AV operational permits however, and they can revoke, limit, or outright refuse to approve them based on potential safety issues. They recently chose to approve them with no limits.
Autonomous Vehicle Program Permits Issued

Part of the reasoning cited was the safety statistics were not enough for them to deny the expansion (and that they would not wait for further statistics before lifting restrictions) and that it was not proper to extrapolate (I believe this point even you brought up). The recent accidents doesn't change that statistical argument in a significant way (would still need to extrapolate to claim it is unsafe statistically). So CA DMV is being much more cautious than CPUC.
It would be good to see the video, but I agree they won't show it. Maybe if NHTSA does a report some day.
 
A video would make it much easier for people to judge for themselves, instead of a text description that no doubt Cruise will spin (similar to the Prius accident).

A video with the FSD visualizations would clear things up and show what really happened. I suspect Cruise won't release the video because it would make Cruise look bad. The Cruise text descriptions do spin things in Cruise's favor.

This line in the Cruise statement is a bit puzzling:

"The AV’s ability to successfully chart the emergency vehicle’s path was complicated by the fact that the emergency vehicle was in the oncoming lane of traffic, which it had moved into to bypass the red light."

What was complicated about the fire truck being in the oncoming lane? For me it implies that the Cruise prediction stack assumes a certain direction of travel based on lane occupancy and therefore assumed the fire truck was going the opposite direction since it was in the oncoming lane. As a result, the Cruise prediction stack did not correctly predict the collision. If true, then it would show a weakness in the Cruise prediction stack.
 
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