China will definitely leapfrog Mobileye quickly (if they haven't already). I don't doubt that. I'll wait and see regarding SuperVision, but at this point, v9 will come out before the first SuperVision car is produced.
Huawei already said they are ahead of Tesla and it shows with what they are capable of doing in an environment that is orders of magnitude harder to drive in than in the US.
"He further commented on one of the giant in the electric vehicle industry, Tesla, saying that the Huawei team is doing its best, and even if the team doesn’t brag about it but it’s true that
Huawei can achieve 1000 kilometers of uninterrupted autonomous driving in the urban area, which is way better than the U.S. electric car maker, Tesla."
On April 12, at Global Analyst Summit, Huawei Rotating Chairman, Eric Xu, said that Smart Car Business is an industry that Huawei focuses on and it’s a business with complete features. Huawei has invested over 1 billion US dollars in smart car components this year, along with its investment in...
www.huaweicentral.com
What Huawei and Mobileye primarily prove is that there is absolutely nothing special about what Tesla is doing. That they have a general system that is more reliable in an even more complex environment and road system which we will see in a few months.
This nullifies many myths that were already false to begin with.
Example:
- You need billions of miles from millions of cars to develop the AP, NOA and FSD Beta system that Tesla has
- Therefore tesla is years ahead because they have more data.
but at this point, v9 will come out before the first SuperVision car is produced.
The faithful as always will profess and cling to the next shiny object. This time its version 9. Next time it will be 9.1, 9.2, 9.4, 9.5, then 10.
Then it will be wait till Dojo, then wait till HW4, it never ends.
You famously said that in 6-9 months they would be at around 150k miles per safety disengagement.
Its been almost 7 months and they are still at 1-5 miles (on average) per safety disengagement.
Fun fact: at Autonomy Day, they were at safety disengagement per drive on average according to analysis of multiple people having been in rides that required a safety disengagement. Note that these were easy routes and wide roads with almost no traffic. 2 years later, they are still at safety disengagement per drive on average.
But ofcourse V9 is the holy grail that will beset upon us Level 5.