Waymo will add highways and service approximately *all of phoenix by the end of 2023, guaranteed. I am certain of that. This is not a question mark.
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Waymo
- Thread starter Daniel in SD
- Start date
Doggydogworld
Active Member
When will they take delivery of the 10,000th Geely? I say 2026, but it could be 2027. Volume production starts in 2024, but Waymo will test with safety drivers a year or more. I was talking about buying 10k Jaguars this year. That's the aggressive (and risky) move.
Not really. I-Pace sales are way down, Waymo could probably buy 10k of them for 45k each. Maybe 40k. Zeekr is probably 30k after the 27.5% tariff. A 10-15k upfront cost difference spread over a 500k mile vehicle life is 2-3 cents per mile. You don't delay deployment three years over that.
I agree 100% Waymo will mostly just react to Cruise. But Cruise isn't even testing on highways yet. They seem focused on central business districts.
I don't see how Origin is more capital efficient. It's a low volume, custom design built by UAW workers. Zeekr is a minivan without a steering wheel, built on a volume platform in China. Zeekr is much cheaper without the tariff, and might be cheaper even with it.
Mocking Musk, are we? I approve!
On a serious note, this deal does allow them to cover all of Phoenix with a tiny fleet if they wish. I just don't think they will. Why add unnecessary logistics and support costs? Ruth would not approve....
As for highways, they were a necessity before this deal and now they're not. But maybe you're right and they'll add them anyway. They have to eventually, after all, and it's a much-needed point of differentiation vs. Cruise in the race for cognoscenti mind share and investor dollars.
It's mostly the accounting differences.
For GM, the capital is the portion of factory line (robotics, building, ...) allotted to building that vehicle type. Input parts and labour they put into creating the vehicle are operations. In short, the amount GM needs to borrow to build 10k vehicles on a shared assembly line is far far less than what Waymo would need to borrow to purchase 10k finished vehicles.
Cruise operations budget may not look terribly good but they'll have access to essentially any fleet size they can monetize.
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EVNow
Well-Known Member
I wonder whether Google will spin off Waymo like Intel did with MobilEye. That would be a good move considering commercial uncertainties.
diplomat33
Average guy who loves autonomous vehicles
Waymo Distribution Centre modifications in central SF halted. Waymo's conditional authorization and permits claimed it was converting it into a 44 space parking garage, and the union claims Waymo intends to use the warehouse for goods (package) handling too.
While it doesn't impact vehicle automation directly, this may impact their business case (at least in the short-term).
www.prnewswire.com
While it doesn't impact vehicle automation directly, this may impact their business case (at least in the short-term).
TEAMSTERS HALT WAYMO IN SAN FRANCISCO
/PRNewswire/ -- A zoning appeal victory for the Teamsters Union has effectively stopped the expansion of autonomous (AV) carmaker Waymo following a unanimous...
www.prnewswire.com
diplomat33
Average guy who loves autonomous vehicles
diplomat33
Average guy who loves autonomous vehicles
diplomat33
Average guy who loves autonomous vehicles
Waymo engineer shares some examples of the Waymo Driver handling construction zones. IMO, the visualizations and the engineer's explanations give some insight into what the Waymo Driver is seeing and doing.
I think this quote is noteworthy as it gives us some info into specific areas where Waymo has improved:
"We've made tremendous improvements in how we handle construction, especially since we've scaled our operations in San Francisco. For example, we how have a much richer semantic understanding of road signs, and we're also much better at doing lane estimation, which is the act of predicting which lanes are drivable to navigate through construction. And we're doing this in a very scalable way that has also generalized to downtown Phoenix as well."
I think this quote is noteworthy as it gives us some info into specific areas where Waymo has improved:
"We've made tremendous improvements in how we handle construction, especially since we've scaled our operations in San Francisco. For example, we how have a much richer semantic understanding of road signs, and we're also much better at doing lane estimation, which is the act of predicting which lanes are drivable to navigate through construction. And we're doing this in a very scalable way that has also generalized to downtown Phoenix as well."
This question is very vague. Regular google maps can plot routes around bad roads and construction site. Mind rephrasing the question?
diplomat33
Average guy who loves autonomous vehicles
Maya on Reddit shared some examples of Waymo handling temp stop signs and construction:
temp stop sign, downed tree:
temp stop sign, lots of cones:
construction/struck cruise:
temp stop sign, downed tree:
temp stop sign, lots of cones:
construction/struck cruise:
How this effect Waymo or not at all?
/cloudfront-us-east-2.images.arcpublishing.com/reuters/WSOMB52DJ5IWVCVKD2OF344BOY.jpg)
www.reuters.com
Jaguar Land Rover recalling I-PACE vehicles in US over fire risks
Jaguar Land Rover (JLR) said it was recalling nearly 6,400 I-PACE vehicles in the United States due to fire risks because the high-voltage electric vehicle battery may overheat.
www.reuters.com
diplomat33
Average guy who loves autonomous vehicles
How this effect Waymo or not at all?
Jaguar Land Rover recalling I-PACE vehicles in US over fire risks
Jaguar Land Rover (JLR) said it was recalling nearly 6,400 I-PACE vehicles in the United States due to fire risks because the high-voltage electric vehicle battery may overheat.
The recall only affects certain 2019-2024 models. So not all I-Paces are affected. So it depends on whether any of the Waymo I-Pace vehicles are part of the recall. If they are not, then it does not affect Waymo at all. If they are then Waymo would likely have to take the I-Paces to get the battery cells replaced. It might even be something Waymo can do themselves. So it could temporarily affect the ride-hailing while the vehicles get serviced.
diplomat33
Average guy who loves autonomous vehicles
Thanks. But like I said, even if the recall does impact Waymo, we don't know the extent of the impact. In any case, it is not like Waymo will lose their fleet, the recall just means the cars have to get some battery cells replaced and a software patch. So it is just a matter of getting the cars serviced which can be done by Jaguar or maybe by Waymo themselves. So the impact of the recall will be temporary.
EVNow
Well-Known Member
Oh no - it means Waymo will now be making a lossHow this effect Waymo or not at all?
Jaguar Land Rover recalling I-PACE vehicles in US over fire risks
Jaguar Land Rover (JLR) said it was recalling nearly 6,400 I-PACE vehicles in the United States due to fire risks because the high-voltage electric vehicle battery may overheat.
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