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I believe Tesla is much better off 1) waiting to see if Waymo can commercialize lidar robotaxis and 2) waiting to see if Tesla can't commercialize non-lidar robotaxis.
If Waymo can and Tesla can't, then Tesla can launch a geofenced Level 4 program with lidar robotaxis and lidar HD maps.
Waymo is too tentative. Tesla will risk spilling blood, Waymo won't.
But the most important difference between the two companies, I think, are the five pillars of Tesla's large-scale fleet learning approach:
Google doesn't have a good track record of deploying impactful hardware products![]()
400K per vehicle. No wonder why Tesla went away from radar. I remember Elon expressing his main concern was cost related to this technology.
Tesla can collect commensurately more automatically labelled training data with pillars 4-5 and commensurately higher-quality manually labelled training data with pillar 1.
For pillars 4-5,
Google hardware lover here. Google wifi products are superb. Loving talking to my google home and asking to adjust temperature. Love my pixel phone. Hopefully Waymo will be disruptive when it finally gets off the ground. Each year Waymo says next year will be the year.Google doesn't have a good track record of deploying impactful hardware products![]()
“Waymo’s response to the key question of what makes its vehicles safe enough to be driverless is, essentially, “trust us”.
Both of those articles are nearly a year old. One would hope Waymo has improved since then.A Waymo rider who talked to Ars Technica and another Waymo rider who did a Reddit AMA (archive) both said Waymos have a disengagement about every 5 rides or so. ...
Both of those articles are nearly a year old. One would hope Waymo has improved since then.
I'm confident Waymo's disengagement is much higher than those reports. Biggest problem for Waymo that I've heard is that the software was / is too tentative. Difficulty in congested unprotected left hand turns and merging. If there was a disengagement because the car wasn't doing anything then that validates what I've heard.
From reading reports the navigation software still avoids left hand turns and will take a circuitous route when there is a passenger. I wouldn't be surprised when they launch a public service if it still does that.