(Disclaimer: former Cruise employee)
If you look at it from an outside point of view, right now Tesla is worth $1.6T, Waymo is worth $130B, and GM is worth $72B. If Cruise were actually a third viable competitor in this race, it would probably be worth more than the rest of GM. Self-driving is just a far more valuable business than car-making.
So from that point of view it would make sense to say, don't worry about the rest of GM too much, you should be willing to sacrifice all of that to increase the changes of making Cruise work.
It's hard to change the culture at a place like GM though. Does the GM CEO really want to take a huge amount of risk? Would they be willing to take a 50-50 shot where they either 10x the company's value or lose it all? Or would they prefer to pay a few billion dollars to avoid that risk.
(Also former Cruise employee)
(Another former employee)
(Another former).
Having experience and capability to manufacturer cars has approximately zero benefit to create a self-driving software/sensor stack. It would make more sense for Adobe to create a self-driving car than GM.
Instead they chopped it up for spare parts, specifically, sending some Cruise personnel to work on deadend GM driver assistance tech and firing the rest. Baffling.
Cruise was always destined to be "like Waymo, but worse". Tesla, on the other hand, is taking a very different path than Waymo, they have a chance at beating Waymo at their own game and even if they don't beat Waymo, they can be a winner in some specific niche. (For the record, I'm a fan of Waymo.)
That's how we get Uber, Lyft, DiDi, Grab, Bolt, WeRide, BlackWolf...
Car arrives. I get in. The car is sitting there getting ready to depart but not moving. After a few minutes I hit the button to call support. Someone tells me it's about ready to go. Ten minutes later it starts leaving.
I have no idea why it took so long to start but it wasn't a great experience.
If you (or anyone else from Cruise) can explain what was going on, that would settle the difference in experience to me.
GM pulled the rug on us a day or two before announcing. The current Cruise CEO wasn't aware at all either. I have my own conspiracies of why GM did this, but GM also has a long history of fumbling the ball.
[1] https://www.cbsnews.com/sanfrancisco/news/nhtsa-robotaxi-cru...
[2] https://www.theautopian.com/here-are-five-times-gm-developed...!
It's weird how many people there are like that still.
But what they mean is that they are putting the new release into production (without backup drivers). They have been fully autonomous for many years.
Nice abbreviation.
For all the impressive technological advances Waymo makes (and don’t get me wrong, they are impressive), their cars are still a constant obnoxious menace to drivers.
Nice dig at Tesla.
> Our experience as the only company operating a fully autonomous service at this scale has reinforced a fundamental truth: demonstrably safe AI requires equally resilient inputs. This deep understanding of real-world requirements is why the Waymo Driver utilizes a custom, multi-modal sensing suite where high-resolution cameras, advanced imaging radar, and lidar work as a unified system. Using these diverse inputs, the Waymo Driver can confidently navigate the "long tail" of one-in-a-million events we regularly encounter when driving millions of miles a week, leaving nothing to the imagination of a single lens.
The fact that people still trust him on literally anything boggles my mind.
Admitting this would be admitting their Tesla will never be self driving.
So while he might turn out to be wrong, I don't think his opininon is uninformed.
However, if you think about this for 2 seconds with even a rudimentary understanding of sensor fusion, more hardware is always better (ofc with diminishing marginal value).
But ~10y ago, when Tesla was in a financial pinch, Musk decided to scrap as much hardware as possible to save on operational cost and complexity. The argument about "humans can drive with vision only, so self-driving should be able to as well" served as the excuse to shareholders.
There is an argument for sure, about how many sensors is enough / too much. And maybe 8 cameras around the car is enough to surpass human driving ability.
I guess it depends on how far/secure we want the self-driving to be. If only we had a comprehensive driving test that all (humans and robots) could take and be ranked... each country lawmakers could set the bar based on the test.
The cameras on Teslas only really lose visibility when dirty. Especially in winter when there's salt everywhere. Only the very latest models (2025+?) have decent self-cleaning for the cameras that get very dirty.
I would firmly disagree with that.
What Musk has done is bring money to develop technologies that were generally considered possible, but were being ignored by industry incumbents because they were long-term development projects that would not be profitable for years. When he brings money to good engineers and lets them do their thing, pretty good things happen. The Tesla Roadster, Model S, Falcon 9, Starlink, etc.
The problem with him is he's convinced that he is also a good engineer, and not only that but he's better than anyone that works for him, and that has definitively been proven wrong. The more he takes charge, the worse it gets. The Model X's stupid doors, all the factory insanity, the outdoor paint tent, etc. Model 3 and Model Y arguably succeeded in spite of his interference, but the Dumpstertruck was his baby and we can all see how that has basically only sold to people who want to associate themselves closely with his politics because it's objectively bad at everything else. The constant claims that Tesla cars will drive themselves, the absolute bullshit that is calling it "Full Self Driving", the hilarious claims of humanoid robots being useful, etc. How are those solar roofs coming? Have you heard of anyone installing a Powerwall recently? Heard anything about Roadster 2.0 since he went off claiming it would be able to fly? A bunch of Canadian truckers have built their own hybrid logging trucks from scratch in the time since Tesla started taking money for their semis and we still haven't seen the Tesla trucks haul more than a bunch of bags of chips.
The more Musk is personally involved with a project the worse it is. The man is useful for two things: Providing capital and blatantly lying to hype investors.
If he had stuck to the first one the world as a whole would be a better place, Tesla would probably be in a much better position right now.
SpaceX was for a long time considered to be further from his influence with Shotwell running the company well and Musk acting more as a spokesperson. Starship is sort of his Model X moment and the plans to merge in the AI business will IMO be the Cybertruck.
This is - to me - entirely separate from the fact that his companies routinely revolutionize industries.
I shit on Tesla and Elon on any opportunity, and it's a shame they basically have the software out there doing things when it probably shouldn't, but I don't think they're that far behind Waymo where it really matters, which is the thing actually working.
I love this argument because it is so obviously wrong: how could any self aware person seriously argue that hearing, touch, and the inner ear aren't involved in their driving?
As an adult I can actually afford a reliable car, so I will concede that smell is less relevant than it used to be, at least for me personally :)
Beating human sensors wasn't hard for over a decade now. The problem is that sensors are worthless. Self-driving lives and dies by AI - all the sensors need to be is "good enough".
Well, in TFA the far more successful manufacturer of self driving cars is saying you're wrong. I think they're in much better position to know than you :)
Not to mention possibly the most complex structure in the known universe, the human brain: 86 billion neurons, 100 trillion connections.
If it makes you happy, you can read "only vision" as "no lidar or radar." Cars already have microphones and IMUs.
2. since this is in context of Tesla: tesla cars do have microphones and FSD does use it for responding to sirens etc.
But I also don't think we can take anything from what Waymo claims about the feasibility of vision-only.
A favorite of mine: https://x.com/dmitri_dolgov/status/1900219562437861685