Tesla’s Autonomous Driving Strategy Stranded By Technological Divergence

Credit to Author: Michael Barnard| Date: Tue, 21 Jan 2025 15:55:41 +0000

It’s been a decade since I first wrote about Tesla’s approach to autonomous driving, comparing it to Google’s (now Waymo’s). At the time, my technical assessment based on my experience with both AI and robotics was that Tesla’s approach was superior. It still is, but it might need to pivot. … [continued]

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WTF Is Actually Going On With Elon Musk?

Credit to Author: Zachary Shahan| Date: Mon, 20 Jan 2025 00:48:36 +0000

I just had a long chat with a good friend who was basically an OG in Tesla world. We talked about all kinds of Tesla topics trying to understand where Tesla would be going in 2025 and beyond. We covered a variety of topics, pros and cons, opportunities and risks. … [continued]

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Li Auto CEO Thinks Autonomous Cars Need Lidar in China

Credit to Author: Zachary Shahan| Date: Thu, 16 Jan 2025 00:47:49 +0000

It’s a longstanding and vigorous debate — will robotaxis need lidar, or are cameras alone adequate? Of course, we have several companies now operating robotaxis in China, the US, and elsewhere. Those all use lidar. However, Elon Musk has said for about a decade that robotaxis shouldn’t need lidar, and … [continued]

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How Much Are Robotaxi Utopia Promises Simply Myths?

Credit to Author: Zachary Shahan| Date: Sat, 11 Jan 2025 04:45:47 +0000

Much of the discussion around robotaxis these days is focused on how well they work and how quickly they can scale up and reproduce. However, some of the initial premises on why robotaxis could be good and helpful have probably not gotten enough attention. Bloomberg recently interviewed former director of … [continued]

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55% of Americans Would Ride in a Tesla Robotaxi

Credit to Author: Zachary Shahan| Date: Fri, 10 Jan 2025 18:34:45 +0000

I just wrote about interesting new research finding that 25% of Americans are completely avoiding Tesla products because of Elon Musk. It’s a big deal, whether many Tesla fans want to acknowledge it or not. In theory, that’s 1.5 million sales rather than 2 million. But that’s not what most … [continued]

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Pony.ai To Launch Robotaxis in Hong Kong

Credit to Author: Zachary Shahan| Date: Thu, 09 Jan 2025 04:45:29 +0000

Pony.ai Robotaxis Gallop to Hong Kong Pony.ai currently has 250+ robotaxis in operation in Beijing, Guangzhou, and Shenzhen (without safety drivers). It’s now looking to expand into Hong Kong, following somewhat more mature rival Baidu there. In particular, Pony.ai will be operating robotaxis at the Hong Kong International Airport as … [continued]

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Survey Shows Significant Differences in EV Life & Interests in China, Germany, & USA

Credit to Author: Zachary Shahan| Date: Wed, 08 Jan 2025 20:40:10 +0000

Looking through Deloitte’s 2025 Global Automotive Consumer Study more closely today, some things jumped out at me on differences between the Chinese, German, and US EV markets. We already covered the obvious one from China being a more mature EV market — many more people plan to buy a BEV … [continued]

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Waymo Robotaxis Safer Than Any Human-Driven Cars — MUCH Safer

Credit to Author: Zachary Shahan| Date: Sun, 05 Jan 2025 01:26:14 +0000

Swiss Re, a top reinsurer globally, has analyzed a lot of data, and it has determined that Waymo’s robotaxis are safer than human drivers, and even safer than human drivers of new cars with the latest advanced driver assistance systems (ADAS). Swiss Re has more than 500,000 liability claims and … [continued]

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Tesla Realism vs. Illogical Hate

Credit to Author: Zachary Shahan| Date: Fri, 03 Jan 2025 04:57:17 +0000

Several times in the past year, I’ve pointed out concerns with Tesla consumer demand and sales. That’s not to say Tesla isn’t an excellent company that produces superb electric cars and sells very large volumes of them. The height Tesla has risen to is amazing. I said for more than … [continued]

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Electric & Autonomous Trucks Won’t Fix This, But YOU Can!

Credit to Author: Jennifer Sensiba| Date: Thu, 02 Jan 2025 14:43:35 +0000

With all of the crazy new year’s news (electric truck terrorism is a thing now apparently), a news story from just a couple of weeks ago feels like ancient news. It’s almost like that Pecos, Texas train derailment happened last year or something! (oh, wait…) Some online commenters were saying … [continued]

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