From what I’ve heard online, Waymo has an approach to autonomy that seems more likely to lead to full autonomy than Tesla’s incremental improvement approach. Waymo is using a wider array of sensors than Tesla, and it seems likely that Tesla’s sensor array isn’t enough to handle full autonomy.
However, this is a weakly held belief since I only know things about it third hand, so on this specific issue I’m fairly neutral. That said, I think that everyone is far from the truly valuable autonomous car, so the value of the stock seems right (or too high) to me.
Specifically, Musk doesn’t think LiDAR will help, and Waymo and others use it heavily, and from what I know of how this stuff works, the more sensors the better, for now. (I wouldn’t be surprised if Musk turns out to be right in the long run, but also wouldn’t be surprised if Tesla starts quietly adding LiDAR.)
From what I’ve heard online, Waymo has an approach to autonomy that seems more likely to lead to full autonomy than Tesla’s incremental improvement approach. Waymo is using a wider array of sensors than Tesla, and it seems likely that Tesla’s sensor array isn’t enough to handle full autonomy.
However, this is a weakly held belief since I only know things about it third hand, so on this specific issue I’m fairly neutral. That said, I think that everyone is far from the truly valuable autonomous car, so the value of the stock seems right (or too high) to me.
Specifically, Musk doesn’t think LiDAR will help, and Waymo and others use it heavily, and from what I know of how this stuff works, the more sensors the better, for now. (I wouldn’t be surprised if Musk turns out to be right in the long run, but also wouldn’t be surprised if Tesla starts quietly adding LiDAR.)