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Autonomous Vehicles/ Self Driving Cars

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I think it’s time for a thread, I sat in Waymo west coast and can honestly say it was mind blowing.

My city should also get one by next year as they are able to scale very fast.

I’m excited about Zoox as well , it doesn’t even have a steering wheel.

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How Waymo dominated the robotaxi industry

"A Driverless Tomorrow": Waymo is the poster child of self-driving car tech, but the robotaxi giant's origins are in a dirt race over 20 years ago.
SAN FRANCISCO (KGO) -- It's hard to stand on a sidewalk in San Francisco and not see a Waymo robotaxi pass by. Here's a look back at its journey to dominating the robotaxi industry.

The white Jaguars have been transporting passengers in San Francisco and charging fares since Aug. 2023.

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The cars naturally draw curiosity from tourists who see them zoom by without a driver behind the wheel, guided by a roof rack of cameras and spinning LiDAR sensors.

"These are lasers and these are one of the cars' primary sensors for how it sees. These can tell you exactly where objects, people, and vehicles are in space," said Chris Ludwick, director of product management at Waymo.

The sensors on top of the vehicle can detect objects all around the vehicle and can see far down the road. The vehicle has other sensors to see closer objects that may be around its edges.

Waymo vehicles also use cameras, radar and microphones to listen for sirens from emergency vehicles.

The experience is seamless. After getting in the vehicle, passengers can see what the Waymo is detecting on a small screen in the vehicle. That includes other vehicles, people on the sidewalk and traffic cones set up by construction crews.

"When you simplify the entire self-driving car problem, what you need to do is first know where you are. Next, know what's around you. Third, predict what's about to happen next. And fourth, plan your own next move. And we detect that many times per second, and that's how the car knows exactly what's going around it and that's why it's so safe," said Ludwick.

But the road from dream to money-making reality has had as many ups and downs as San Francisco's hilly landscape.

The dream really began in 2004 with the DARPA Grand Challenge, an off-road race of autonomous vehicles organized by the Department of Defense.

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The race attracted engineers, researchers and college kids from across the nation.

"DARPA conceived this idea that they would not back the research but merely offer a cash prize for a race requiring autonomous fast driving," explained Red Whittaker, robotics professor at Carnegie Mellon University, who competed in the first DARPA race.

Out of 15 vehicle entries, none made it across the finish line. But the race gave birth to many future self-driving vehicle companies.

Chris Urmson, a research student at CMU who competed with a converted Humvee named Sandstorm, later led Google's self-driving car project.

Anthony Levandowski was a U.C. Berkeley student. He built a self-driving motorcycle named Ghost Rider.

"At the time, everybody was doing random things in labs and schools. So DARPA brought everybody onto the same focus of getting from point A to B," said Levandowski, founder of Pronto, which provides autonomous driving technology for construction trucks.

The race repeated the following year and, this time, a team from Stanford University led by Sebastian Thrun won the competition.

"It was certainly eye opening to me that, within a year, we were able to build this technology. And when I saw that happening, I realized it's like the birth moment of the self-driving car," said Thrun.

The light bulb also went off for Larry Page, who founded Google with Sergey Brin seven years earlier.

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As he watched the race, Page was already thinking of making Google much more than a search engine.

"Larry is very technical. He cared about the machine learning work we were doing at the time, but he also was very visionary. He said this is technology that can really change the world," recalled Thrun.

Levandowski and Thrun eventually ended up working at Google, developing Street View and Google Maps.

"I don't think the world was ready for self-driving cars, but we could take a part of the world through image processing, image stitching, building maps, and bring it to the world," said Thrun.

Self-driving cars got put on the backburner, until Levandowski got a call from a television producer in 2008 wanting to do a show about a self-driving vehicle delivering a pizza.

Google was not interested in the challenge, so Levandowski did it on his own time.

Levandowski created the Pri-Bot in less than four weeks. It was a Toyota Prius outfitted with a spinning LiDAR laser unit.

The historic trip was featured on the TV show "Prototype This!" It was the first autonomous vehicle to drive on a public road.

"It was pretty revolutionary for 2008, to have a Prius drive through San Francisco, with nobody at the controls, and make it onto the bridge," said Levandowski.

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That historic drive convinced Google to go all-in on autonomous vehicles.

The self-driving project became part of Project X -- a semi-secret research arm of Google that funds ideas with world-changing potential.

"One of my very first jobs was to build a car that could safely drive in San Francisco. And we did so secretly, we didn't tell the public about it. We just had a safety driver inside who could safely take over. We drove in San Francisco and Los Angeles and around Lake Tahoe and never had an accident," said Thrun.

Eventually, Chris Urmson joined the Google Self-Driving Car Project.

Much of the early software code and technology was based on what they learned during the DARPA races.

Within four years, Google got a license to operate a self-driving car in Nevada, the first of its kind.

The team continued to test the self-driving car through the streets of Silicon Valley.

"One of the things that we did, was to extensively map the environment. We felt if a car is to drive like a taxi in the same city over and over again, it might as well have elephant memory and remember exactly where other traffic lights are, and so on," said Thrun.

The following year, Google unveiled Firefly. The vehicle was a prototype of what autonomous vehicles can be. It had no steering wheel and no gas or brake pedal.

In 2015, Firefly made the first trip of a fully autonomous vehicle on the streets of Austin, Texas, without a safety driver on board. No police escort. No closed streets. The car didn't have a steering wheel or pedals. The only person in the car was blind.

But building self-driving vehicles proved to be expensive. Google spent more than $1 billion in the first six years of the project.

"The costs are clear, talent is very expensive, the computers needed to train the models behind the autonomous technology is very expensive, running fleets of vehicles is very expensive, and that's not going to change," explained Ed Ludlow, co-host of Bloomberg Technology.

It wasn't long before Waymo teamed up with Jaguar to convert I-Pace electric sedans into self-driving vehicles.

It's these cars that the California Public Utilities Commission allowed to operate on San Francisco city streets without a safety driver in 2018 and began operating as a limited version of robotaxis in 2020.

The ride to where we are now has been bumpy. Police and firefighters complained Waymo vehicles got confused near fires and other emergencies and jeopardized their response.

Videos on social media began popping up of Waymos stalled in traffic, going past police tape and driving over water lines during active fires.

"So when we have a human driver in a vehicle and they're not pulling over, we can often signal to them to go right, to go left, to get out of our way. With autonomous vehicles, we can yell at them, we can wave at them, and there is nobody in there to to do what we are asking them to do," explained then San Francisco Fire Chief Janine Nicholson during a public hearing of the California Public Utilities Commission.

San Francisco officials were powerless about regulating the vehicles.

"You have all these very real headaches developing on the street here with traffic and congestion and concerns from first responders, but city officials don't have any regulatory authority to do anything about it," said Pete Bigelow, director of technology and innovation coverage at Automotive News.

The city of San Francisco wanted to cut back the number of autonomous vehicles on the street. But the two state agencies that regulate the industry, the Department of Motor Vehicles and the California Public Utilities Commission, let autonomous vehicle companies to keep operating and expanding.

The tension came to a head at a special CPUC meeting ahead of a vote to allow full deployment of autonomous vehicles in San Francisco in 2023.

San Francisco officials were asking AV companies to share reports of when the robotaxis stop in traffic or require a manual override to get out of a situation it does not understand.

Waymo resisted. A year earlier, Waymo had sued the Department of Motor Vehicles to prevent data on driverless car crashes from being made public.

Waymo opposed sharing data about minimal risk conditions (MRC) like vehicles stalling or blocking traffic.

"It's always clearer and more efficient to implement a data requirement that's defined by factual criteria, like issuing a citation or criteria that's qualitative and measurable as opposed to more subjective criteria like 'involvement'," said Allison Drutchas, Waymo managing counsel.

Waymo only wanted to share information about collisions or infractions.

It's important to note that driverless cars that commit an infraction cannot be ticketed. California law requires an officer to hand a moving infraction ticket to a human. But autonomous vehicles don't have a driver. It's a loophole that the state has not solved yet.

In the end, the California Public Utilities Commission voted to allow Waymo (and Cruise before it ended operations) to fully deploy robotaxis and begin collecting fares.

In early 2024, Waymo released a study analyzing more than seven million miles driven by its autonomous vehicles. It found its driverless cars were nearly seven times less likely than a human driver to be involved in a crash resulting in injury.

The report compared itself to all drivers, not just taxi drivers or ride-hailing drivers from Uber and Lyft.

Since then, Waymo has expanded to parts of Los Angeles, San Mateo and Santa Clara counties.

"We're using the data that we've collected and aggregated and then used to train our machine learning models, to better understand the environment. When somebody's about to come into your lane, we're predicting where those people will drift," said Melanie Dumas Grimm, lead technical program manager for Waymo, who also participated in the first DAPRA race.

The technology used in the DARPA Grand Challenges provided the basic structure of today's self-driving technology.

"Sandstorm really has all of the parts that are in a modern self-driving truck or car. It's got cameras, it's got LiDAR, it's got radar, it used some basic machine learning. And we've basically taken that architecture and evolved it and improved it," said Urmson.

Thrun said machine learning makes self-driving vehicles ultimately more intelligent than a human driver.

"When one car learns something interesting, all the other cars know, immediately. What a computer can do, it can actually have 100 cars at the same time and bring all those learnings together much better than people can do it. We can't quite link our brains the same way. But it certainly is more experienced than any human driver would have during a lifetime of driving," said Thrun.

Waymo continues to modify the technology. The vehicles can now communicate with first responders in emergency situations.

Whatever the future is for robotaxis, it won't be the technology that holds self-driving vehicles back. It will be money.

"In a robotaxi context, the companies that operate them will need to own the vehicle, do the maintenance on the vehicle and that's a whole different cost equation right now. It's not a ride-hailing business model, it's more of a taxi fleet business model," explained Bigelow.

Waymo is developing technology that will appear in vehicles called Zeekrs, a vehicle that is designed to have a removable steering wheel and pedals.

Despite the investment cost, Waymo plans to start operating in Miami and Washington D.C. and has begun serving Atlanta via a partnership with Uber.

Currently, the company says it is providing more than 250,000 paid rides each week in the San Francisco, Los Angeles, Phoenix and Austin metro areas.

 
I think it’s time for a thread, I sat in Waymo west coast and can honestly say it was mind blowing.

My city should also get one by next year as they are able to scale very fast.

I’m excited about Zoox as well , it doesn’t even have a steering wheel.
Not Autonomous but the latest legal stuff here...

2025 Mercedes GLS Review:

Drove it last week around 2000 miles and here is a quick review
  1. Lane Control is autonomous and you can just keep a finger on the steering and it just drives
  2. Interactive Cruise Control is Awesome and had no issues in normal traffic
  3. In heavy traffic when a Truck (or anything higher) was at an angle, the car kept dropping out of Cruise Control and applying brakes when it was not in any Danger. In the Mountains near NY State/Canada at night it kept getting out of Cruise and Braking for oncoming traffic
  4. in NYC, someone parked behind us so when we came out of the Hotel the Car wouldn't reverse! It said "HARD BRAKE" because the car behind us was too close and had to wiggle for 15 minutes to get out...It wouldn't let me override safety.
iris.png
 
I think it’s time for a thread, I sat in Waymo west coast and can honestly say it was mind blowing.

My city should also get one by next year as they are able to scale very fast.

I’m excited about Zoox as well , it doesn’t even have a steering wheel.

What's their safety record like ? I've read about several accidents related to Tesla FSD but none about Waymo.
 
I think it’s time for a thread, I sat in Waymo west coast and can honestly say it was mind blowing.

My city should also get one by next year as they are able to scale very fast.

I’m excited about Zoox as well , it doesn’t even have a steering wheel.
I'm very keen to try it as well. I travel to the States often enough but never get to go to the West Coast where all the exciting stuff is. A colleague told me they've recently launched in Atlanta so I'll finally get a chance next month.
 
I'm very keen to try it as well. I travel to the States often enough but never get to go to the West Coast where all the exciting stuff is. A colleague told me they've recently launched in Atlanta so I'll finally get a chance next month.
Yeah, they are doing mapping in Dallas too, unfortunately in Atlanta they are canceling rides if the driver is human in uber just to get this.

In West coast Waymo had their own app.
 
Not Autonomous but the latest legal stuff here...

2025 Mercedes GLS Review:

Drove it last week around 2000 miles and here is a quick review
  1. Lane Control is autonomous and you can just keep a finger on the steering and it just drives
  2. Interactive Cruise Control is Awesome and had no issues in normal traffic
  3. In heavy traffic when a Truck (or anything higher) was at an angle, the car kept dropping out of Cruise Control and applying brakes when it was not in any Danger. In the Mountains near NY State/Canada at night it kept getting out of Cruise and Braking for oncoming traffic
  4. in NYC, someone parked behind us so when we came out of the Hotel the Car wouldn't reverse! It said "HARD BRAKE" because the car behind us was too close and had to wiggle for 15 minutes to get out...It wouldn't let me override safety.
iris.png
Honestly Lane control is awesome in Kia/Hyundai too but yeah they lack other features.

3rd feature is even in my 2020 camry , cruisecontrol automatically adjusts but it’s only for highway, the one you are talking about Kia crossovers have them and at least in Texas cities they work very well.
 
I am not a fan of self-driven cars.

I prefer to drive myself. :inti
Waymo and Zoox are more like Taxis and not personal cars, If i’m going to crowded cities I’ll definitely prefer an autonomous vehicle.

Having said that I prefer auto driving feature in Tesla too as I don’t care about driving.
 
Waymo and Zoox are more like Taxis and not personal cars, If i’m going to crowded cities I’ll definitely prefer an autonomous vehicle.

Having said that I prefer auto driving feature in Tesla too as I don’t care about driving.

People have died in these cars due to malfunctions. I don't trust these yet. :inti
 
I'd rather drive myself. Honestly, people are becoming lazier and lazier as time progresses.
Because it’s a waste of time to be stuck in traffic, I understand the reasoning for cycling, I’m all for cycling cities but just being stuck in traffic while going to work is painful esp in North America.
 
I couldn't reverse in NYC because the car wouldn't let me!

Was it an EV?

This is what I fear with these EVs. What if it doesn't let me do what I want? There should be an option to override.

There should also be mechanical features in case car loses electricity.
 
Was it an EV?

This is what I fear with these EVs. What if it doesn't let me do what I want? There should be an option to override.

There should also be mechanical features in case car loses electricity.

Someone parked in NYC behind the Car very close and it wouldn't let me reverse with all of us (kids in the car), it engaged Hard Brake and would not reverse.

It took me a few minutes to figure out that the autonomous system of the Car is overriding me and the Car is physically not moving.

So had to inch forward right next to the bumper of the front back then reverse until it blocked me, kept doing it until I could get out!

A normal Car would just let you drive out of a tight spot.
 

Someone parked in NYC behind the Car very close and it wouldn't let me reverse with all of us (kids in the car), it engaged Hard Brake and would not reverse.

It took me a few minutes to figure out that the autonomous system of the Car is overriding me and the Car is physically not moving.

So had to inch forward right next to the bumper of the front back then reverse until it blocked me, kept doing it until I could get out!

A normal Car would just let you drive out of a tight spot.

I see.

Yeah. I don't want a machine to override me. I like to have 100% control even with automation.
 
Next thing we need is for these cars to start talking and be able to transition into humanoid form to fight off robbers and thugs
 
Next thing we need is for these cars to start talking and be able to transition into humanoid form to fight off robbers and thugs

AI to fight off criminals. I like that.

But, what if AI misidentifies a criminal? That's one area that needs to be sorted out.
 
IOT is already making a lot of waves in supply chain, autonomous trucks etc would create wave of Integration and logistics IT/Analyst/Management jobs more along the AI agents.
 
IOT is already making a lot of waves in supply chain, autonomous trucks etc would create wave of Integration and logistics IT/Analyst/Management jobs more along the AI agents.

Do you recommend any good stocks related to this? :inti
 
Do you recommend any good stocks related to this? :inti
Only Alphabet for now but even that is under pressure due to monopoly issues, alphabet might be broken up by US courts who knows.
I’ll have to research more on what is being now utilised additional due to autonomous taxis and then probably get back to this post.

The more Wayno/Zoox release their tech stack and architecture more will come to know..
 
Only Alphabet for now but even that is under pressure due to monopoly issues, alphabet might be broken up by US courts who knows.
I’ll have to research more on what is being now utilised additional due to autonomous taxis and then probably get back to this post.

The more Wayno/Zoox release their tech stack and architecture more will come to know..

OK. Thanks.
 
OK. Thanks.
You made me think and I had to check with Gpt claude how Waymo is scaling so fast- guess what it is due to a company called Magna.

Current stock- 44-46$

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Waymo has partnered with Magna to establish a 239,000 sq ft integration plant in Mesa, Arizona. This facility retrofits Jaguar I-PACE SUVs—and soon other models—with Waymo’s autonomous systems. It’s designed to produce thousands of robotaxis annually. Impressively, vehicles can be deployed into service within 30 minutes of factory exit, thanks to streamlined validation and launch processes
 
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