[stanislavb]

"2. Self Driving Cars. In the US the players that will determine whether self driving cars are successful or abandoned are #1 Waymo (Google) and #2 Zoox (Amazon). No one else matters. The key metric will be human intervention rate as that will determine profitability." - I love that he's not mentioning the speculation company of the century. We don't have to mention it either.

[christianqchung]

Tesla? I don't love the company or the owner, but it seems silly to completely dismiss them so early on, relatively speaking. Self driving has been a decades long effort; even though I am heavily in favor of Waymo, some speculation towards Tesla's path seems fair. At the same time, I agree with the article here:

> Tesla (owned by Tesla) has put on a facade of being operational, but it is not operational in the sense of the other two services, and faces regulatory headwinds that both Waymo and Zoox have long been able to satisfy. They are not on a path to becoming a real service.

[porphyra]

Given that fully driverless Model Ys and Cybercabs have been spotted going around Austin, I find that the "they are not on a path to becoming a real service" is a little too strongly worded.

[lbourdages]

Given Tesla's abysmal track record on keeping their promises I feel like it is justified to dismiss them, at the risk of being surprised if they do make it.

[denkmoon]

Tesla's commitment to no lidar means they aren't even in the race.

[TrainedMonkey]

Seems overly reductive, both supply and demand will determine what happens. So far demand for Waymos seem fine, they can stimulate it way further by lowering the prices. The problem is on the supply side, specifically unit price economics. Intervention per mile is just one part that goes into profitability and I doubt it's biggest one. I would estimate the costs to be in this order - vehicle cost, maintenance (and vehicle longevity), human intervention, charging, fleet management (cleaning, etc), and regulatory environment.

In particular, Jaguar Waymos are over 150k a pop. It seems far fetched that any of them will make ever break even. New generation is reportedly $75k per vehicle which is significantly better. I could not find any data for Zoox vehicle cost, but given how few of them there are it's a non-player.

Finally the elephant in the room. Outside of camera vs lidar holy war, Tesla seems well positioned to dominate supply side of the equation if the demand shows up. Robotaxis are reportedly under $35k, they own the factories and know how to build more, they also own the maintenance side.

[hadlock]

You can build a GMC panel van that seats 12 for about $20k, I don't think vehicle cost is a significant hurdle.

[robotresearcher]

> I love that he's not mentioning the speculation company of the century. We don't have to mention it either.

The word 'Tesla' appears 17 times in the article.