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I would expect "Waymo Driver" to become the largest product - not "Waymo One" robotaxi.

As soon as "Driver" really works well enough and with more subtle sensors, there will be a long like of car manufacturers who want to license it. This is a feature they just cannot live without. Just look how wide-spread Android Auto and Apple CarPlay are today.

"One" should be able to operate and win where-ever Uber has decent availability. 24/7 availability and 0 driver cost should pay back added HW quick.
Waymo Driver is not for consumer cars and it will not work outside small geofenced areas.

For consumer cars you need the sensors to be not eyesores, cheap and to work everywhere. Waymo fails on all accounts.
 
Plus, if these autonomous technologies are really as valuable as we think they will be, what financial incentive does Waymo have to license it instead of keeping the value for themselves? They could be one of a tiny number of operators of robotaxis in a few major cities, making money with every fare 24/7. Or they could license it and all the operators will have a race to the bottom on fares until it's just barely profitable.

You don't see Google licensing out their search algorithm.
 
Plus, if these autonomous technologies are really as valuable as we think they will be, what financial incentive does Waymo have to license it instead of keeping the value for themselves? They could be one of a tiny number of operators of robotaxis in a few major cities, making money with every fare 24/7. Or they could license it and all the operators will have a race to the bottom on fares until it's just barely profitable.

The answer to this is Microsoft vs IBM in the 1990's; it's generally better to be a high-demand software vendor selling to a dozen PC Compatible hardware vendors competing to drive down manufacturing costs, than it is to try setting up your own protected vertical (see Apple during that same time period, before non-PC hardware became popular).

If L4 automation became an essential feature which only Waymo can provide then Waymo can name their price and every vehicle manufacturer will be required to pay it or close up shop.
 
I know you are very new to this - look at my post. You will understand Waymo driver is a mainframe. Not PC.

It's neither a mainframe nor a PC; Waymo driver has no physical hardware or manufacturing infrastructure connected to it. It's very much a Microsoft Windows (or Android).

They will include a published a minimum physical specification, a demonstration device, a list of vendors who can provide components (lidar and Tensor chips for example) at reasonable prices, and Waymo will provide software/insurance/legal/patent use/support for a monthly licensing fee. Yes, the spec will require lidar and wide-spectrum cameras but it won't require Waymo lidar or Waymo wide-spectrum camera.


Style differentiation will be left entirely to the vehicle manufacturer which definitely will not be Waymo unless something goes very wrong with the business plan. They'll need to meet spec though, which will be minimum coverage at a minimal sampling density.
 
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I would expect "Waymo Driver" to become the largest product - not "Waymo One" robotaxi.

As soon as "Driver" really works well enough and with more subtle sensors, there will be a long like of car manufacturers who want to license it. This is a feature they just cannot live without. Just look how wide-spread Android Auto and Apple CarPlay are today.

"One" should be able to operate and win where-ever Uber has decent availability. 24/7 availability and 0 driver cost should pay back added HW quick.
Waymo has said they will license to automakers. But they also think the Seba/Musk personal car replacement vision might still win out. It's too early to tell. I maintain they pursued car replacement in Phoenix. The 82k cars they ordered are enough to replace 2nd/3rd cars in the entire metro area. They never got far enough to really test the vision. Now they're just trying to find any business model that works in any market. Then they can go back to grand visions.

For consumer cars you need the sensors to be not eyesores, cheap and to work everywhere. Waymo fails on all accounts.
Never in history have electronics become smaller and cheaper! /s

Mercedes, Lexus, Nio and others ship cars with lidar today. Meanwhile Musk is in year 8 of fake it 'til you make it.
 
Never in history have electronics become smaller and cheaper! /s
Not only that, but a hybrid sensor stack like Waymo's surely is able to operate with a subset of sensors: less sensors leading to a higher collision risk.

When NNs pre-processing vision in Waymo's stack becomes robust enough, they might just drop the requirement of needing lidar. IMO there is no reason to believe that Tesla would be ahead of game in getting to vision only: they just deprive themselves of the chance of getting to L4 first by not using lidar in addition to vision.
 
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Plus, if these autonomous technologies are really as valuable as we think they will be, what financial incentive does Waymo have to license it instead of keeping the value for themselves? They could be one of a tiny number of operators of robotaxis in a few major cities, making money with every fare 24/7. Or they could license it and all the operators will have a race to the bottom on fares until it's just barely profitable.

You don't see Google licensing out their search algorithm.
If any company ever makes sw that can remove all traffic deaths and injuries worldwide, it would be unethical for them to keep it for themselves.
 
Never in history have electronics become smaller and cheaper! /s

Mercedes, Lexus, Nio and others ship cars with lidar today. Meanwhile Musk is in year 8 of fake it 'til you make it.
I don’t see Waymo in that list.

BTW, it’s not just me saying it. MobilEye also thinks you can’t go from commercial taxis to consumer cars.

Moreover, Waymo isn’t creating HD maps of all the roads in the world.
 
Moreover, Waymo isn’t creating HD maps of all the roads in the world.

"All roads": true. Nobody will ever map all roads until the roadway building equipment does the mapping.

Google street-view vehicles started installing Lidar (2 Velodyne Pucks, albeit mounted at an odd angle) in 2017 and will have hit a non-trivial %age of the developed world urban roads since that point. Where that data goes, we don't know, but I doubt it was to improve the accuracy of 3D rendered maps in the Google Maps app.

Waymo would have access to that data if they found it beneficial.

It's possible that's enough on it's own; or enough to allow a fully-automated Waymo Driver to collect a fully detailed survey driving cautiously which is effectively the same (bring 100 vehicles to city; automated mapping & testing for local issues over a month; start production service).
 
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It's possible that's enough on it's own; or enough to allow a fully-automated Waymo Driver to collect a fully detailed survey driving cautiously which is effectively the same (bring 100 vehicles to city; automated mapping & testing for local issues over a month; start production service).
They can barely drive in San Francisco and yet you are bending over backward to speculate on how Waymo tech can be used in consumer cars. Clearly the design intent is different. Do you have google stock ?

Its like the Tesla robotaxi network speculation.

Speculation.

Not going to waste anymore of my time responding to you.
 
Informative Motor Trend review of Waymo's driverless rides in Chandler. I found the info on the different driving behavior between the 4th Gen and 5th Gen interesting:

Going in, we expected the vehicles would drive conservatively and cautiously, timidly even. Instead, the driving was more humanlike than predicted, though with a strict regard for the posted speed limit. Acceleration ranged from casual to a bit aggressive, as did steering inputs. Some lane changes were casual, and some were a bit abrupt, particularly when entering dedicated turn lanes. Ludwick says the fourth-generation vans like to get over into the lane immediately while the fifth-generation SUVs are programmed to do so a little more gradually and smoothly.

Braking was almost always early enough to slow gradually and smoothly. The only exception was when the system thought a pedestrian or cyclist might be in the way. Photographer Walker triggered one van walking out behind our parallel-parked truck to get to the driver door, and a cyclist clearly in their lane and not deviating concerned the same van enough to slow down and follow the cyclist for several seconds before eventually passing.

On other occasions, the Waymos were surprisingly assertive. One saw the light change as we were approaching the intersection at 45 mph, hesitated a moment, then accelerated to make the light. Another followed a city bus that began to pull off into a stop and the van cheated to the left side of the lane to go around it rather than wait for it to pull over all the way.

Even unexpected obstacles didn't faze it. Rounding the corner in one neighborhood, we came upon a pile of gravel dumped in the street for someone's yard project. The van went right around. Late in the day, we were driving directly into the setting sun, and the Waymo was slowing for speed bumps we couldn't see through the glare with human eyes until we were right on top of them.

We needed the Costco parking lot. Cars zooming around frantically searching for open spots, people with and without cars wandering into the lane without looking, vehicles stopping in the middle of the lane to pick up bulky items, you name it. The Waymo One handled it all like a pro. It was certainly slower and less assertive than you or I might be in the same situation, but we had no emergency stops or questionable moves.
...
The vehicles can recognize and follow the commands of a construction worker or police officer giving hand signals. They know how to deal with construction zones and lane closures. The company is working on enhancing body language detection to better predict what pedestrians and cyclists are going to do.
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Waymo One runs 24 hours a day without human drivers, but as soon as it rains, the humans are back in the front seat keeping a watchful eye and ready to intervene. Snow? Yeah, right: Even the fifth-generation vehicles are still learning to cope with heavy fog in San Francisco.
Sufficiently advanced autonomous driving, such as in Waymo's case, renders driving suburban grids unilluminating. As challenging an environment as urban areas are for autonomous vehicles (especially compared to relatively controlled and predictable freeways), the company seems to have the suburbs mostly in hand.
 
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So Waymo is only operating in the upscale areas of Phoenix right now?

Not sure if Chandler is "upscale" but the current service area is common knowledge. Here is the map of the current Waymo One area in Phoenix:
waymo_one_Metro_PHX_map.png


Waymo did recently start testing with safety drivers in downtown Phoenix and will be launching a ride-hailing area in downtown Phoenix soon.
 
Are they connecting the areas? Like Chandler to downtown Phoenix

I don't think we know yet. Waymo has not released a map of the downtown service area AFAIK.

But if I had to guess, I think it would make sense for Waymo to connect the two areas since it would allow customers in downtown to get a Waymo ride to a destination in Chandler and vice versa. So IMO it would be more useful to customers.