1/10/2025 at 2:40:18 AM
Feels too self-congratulatory when he claims to be correct about self driving in the Waymo case. The bar he set is so broad and ambiguous, that probably anything Waymo did, would not qualify as self driving to him. So he think humans are intervening once every 1-2 miles to train the Waymo, we’re not even sure if that is true, I heard from friends that it was 100+ miles but let us say Waymo comes out and says it is 1000 miles.Then I bet Rodney can just fiddle with goal post and say that 3.26 trillion miles were driven in US in 2024, and having a human intervene 1000 miles would mean 3.26 billion interventions, and that this is clearly not self driving. In fact until Waymo disables Internet on all cars and prices it never needs any intervention ever, Rodney can claim he’s right, even then maybe not stopping exactly where Rodney wanted it to, might be proof that self driving doesn’t work.
Next big thing after deep learning prediction is clearly false. LLM is deep learning, scaled up, we are not in any sense looking past deep learning. Rodney I bet wanted it to be symbolic AI, but that is most likely a dead end, and the bitter lesson actually holds. In fact we have been riding this deep learning wave since Alex-Net 2012. OpenAI talked about scaling since 2016 and during that time the naysayers could be very confident and claim we needed something more, but OpenAI went ahead and proved out the scaling hypothesis and passed the language Turing test. We haven’t needed anything more except scale and reasoning has also turned out to be similar. Just an LLM trained to reason, no symbolic merger, not even a search step it seems like.
by sashank_1509
1/10/2025 at 5:06:10 AM
Waymo cars can drive. Everything from the (limited) public literature to riding them personally has me totally persuaded that they can drive.DeepMind RL/MCTS can succeed in fairly open-ended settings like StarCraft and shit.
Brain/DeepMind still knocks hard. They under-invested in LLMs and remain kind of half-hearted around it because they think it’s a dumbass sideshow because it is a dumbass sideshow.
They train on TPU which costs less than chips made of Rhodium like a rapper’s sunglasses, they fixed the structural limits in TF2 and PyTorch via the Jax ecosystem.
If I ever get interested in making some money again Google is the only FAANG outfit I’d look at.
by benreesman
1/10/2025 at 5:19:01 AM
I can tell you as someone that crosses paths almost everyday with a Waymo car, they absolutely due work. I would describe their driving behavior as very safe and overly cautious. I’m far more concerned of humans behind the wheel.by tylerflick
1/10/2025 at 5:21:12 AM
I especially love how they can go fast when it’s safe and slow when the error bars go up even a little.It’s like being in the back seat of Nikki Lauda’s car.
by benreesman
1/10/2025 at 7:18:25 AM
As shown here:by Bootvis
1/10/2025 at 7:50:34 AM
Perfect clip out of all of YouTube.by benreesman
1/10/2025 at 6:56:36 PM
Agreed Waymo cars can drive. Also I don't believe that, say, when a city bus stops on a narrow street near a school crosswalk, that the decision to edge out and around it is made on board the car, as I saw recently. The "car" made the right decision, drove it perfectly, and was safe at all times, but I just don't think anyone but a human in a call center said yes to that.by vessenes
1/10/2025 at 6:51:53 PM
Which structural limits of TF2 and PyTorch were fixed via the Jax ecosystem?by KKKKkkkk1
1/10/2025 at 5:05:33 PM
Does Waymo run on JAX?by fouronnes3
1/10/2025 at 8:26:23 AM
I think that, if it were true that Waymo cars require human intervention every 1-2 miles (thus requiring 1 operator for every, say, 1-2 cars, probably constantly paying attention while the car is in motion), then it would be fair to say that the cars are not really self driving.However, if the real number is something like an intervention every 20 or 100 miles, and so an operator is likely passively monitoring dozens of cars, and the cars themselves ask for operator assistance rather than the operator actively monitoring them, then I would agree with you that Waymo has really achieved full self driving and his predicitons on the basic viability have turned out wrong.
I have no idea though which is the case. I would be very interested if there are any reliable resources pointing one way or the other.
by tsimionescu
1/10/2025 at 1:40:32 PM
I disagree that regular interventions every two trips where you have no control over pickup or dropoff points counts as full self driving.But that definition doesn’t even matter. The key factor is whether the additional overhead, whatever percentage it is, makes economic sense for the operator or the customer. And it seems pretty clear the economics aren’t there yet.
by skywhopper
1/10/2025 at 3:34:37 AM
Waymo is the best driver I’ve ridden with. Yes it has limited coverage. Maybe humans are intervening, but unless someone can prove that humans are intervening multiple times per ride, “self driving” is here, IMO, as of 2024.by laweijfmvo
1/10/2025 at 3:58:32 AM
In what sense is self-driving “here” if the economics alone prove that it can’t get “here”? It’s not just limited coverage, it’s practically non-existent coverage, both nationally and globally, with no evidence that the system can generalize, profitably, outside the limited areas it’s currently in.by Denzel
1/10/2025 at 4:14:44 AM
It's covering significant areas of 3 major metros, and the core of one minor, with testing deployments in several other major metros. Considering the top 10 metros are >70% of the US ridehail market, that seems like a long way beyond "non-existent" coverage nationally.by AlotOfReading
1/10/2025 at 6:32:58 AM
You’re narrowing the market for self-driving to the ridehail market in the top 10 US metros. That’s kinda moving the goal posts, my friend, and completely ignoring the promises made by self-driving companies.The promise has been that self-driving would replace driving in general because it’d be safer, more economical, etc. The promise has been that you’d be able to send your autonomous car from city to city without a driver present, possibly to pick up your child from school, and bring them back home.
In that sense, yes, Waymo is nonexistent. As the article author points out, lifetime miles for “self-driving” vehicles (70M) accounts for less than 1% of daily driving miles in the US (9B).
Even if we suspend that perspective, and look at the ride-hailing market, in 2018 Uber/Lyft accounted for ~1-2% of miles driven in the top 10 US metros. [1] So, Waymo is a tiny part of a tiny market in a single nation in the world.
Self-driving isn’t “here” in any meaningful sense and it won’t be in the near-term. If it were, we’d see Alphabet pouring much more of its war chest into Waymo to capture what stands to be a multi-trillion dollar market. But they’re not, so clearly they see the same risks that Brooks is highlighting.
[1]: https://drive.google.com/file/d/1FIUskVkj9lsAnWJQ6kLhAhNoVLj...
by Denzel
1/10/2025 at 7:08:44 AM
There are, optimistically, significantly less than 10k Waymos operating today. There are a bit less than 300M registered vehicles in the US. If the entire US automotive production were devoted solely to Waymos, it'd still take years to produce enough vehicles to drive any meaningful percentage of the daily road miles in the US.I think that's a bit of a silly standard to set for hopefully obvious reasons.
by AlotOfReading
1/10/2025 at 1:26:46 PM
> ..is a tiny part of a tiny market in a single nation in the world.Calculator was a small device that was made in one tiny market in one nation in the world. Now we all got a couple of hardware ones in our desk drawers, and a couple software ones on each smartphone.
If a driving car can perform 'well' (Your Definition May Vary - YDMV) in NY/Chicago/etc. then it can perform equally 'well' in London, Paris, Berlin, Brussels, etc. It's just that EU has stricter rules/regulations while US is more relaxed (thus innovation happens 'there' and not 'here' in the EU).
When 'you guys' (US) nail self-driving, it will only be a matter of time til we (EU) allow it to cross the pond. I see this as a hockey-stick graph. We are still on the eraser/blade phase.
by HenryBemis
1/10/2025 at 6:53:09 PM
if you had read the F-ing article, which you clearly did not, you would see that you are committing the sin of exponentiation: assuming that all tech advances exponentially because microprocessor development did (for awhile).Development of this technology appears to be logarithmic, not exponential.
by dingnuts
1/11/2025 at 12:13:13 AM
He's committing the "sin" of monotonicity, not exponentiation. You could quibble about whether progress is currently exponential, but Waymo has started limited deployments in 2-3 cities in 2024 and wide deployments in at least SF (its second city after Phoenix). I don't think you can reasonably say its progress is logarithmic at this point - maybe linear or quadratic.by telotortium
1/10/2025 at 4:27:01 AM
Speaking for one of those metro areas I'm familiar with: maybe in SF city limits specifically (where they still are half the Uber's share), but that's 10% of the population of the Bay Area metro. I'm very much looking forward to the day when I can take a robo cab from where I live near Google to the airport - preferably, much cheaper than today's absurd Uber rates - but today it's just not present in the lives of about 95+% of Bay Area residents.by ivanbalepin
1/10/2025 at 5:50:14 AM
> preferably, much cheaper than today's absurd Uber ratesI just want to highlight that the only mechanism by which this eventually produces cheaper rates is by removing having to pay a human driver.
I’m not one to forestall technological progress, but there are a huge number of people already living on the margins who will lose one of their few remaining options for income as this expands. AI will inevitably create jobs, but it’s hard to see how it will—in the short term at least—do anything to help the enormous numbers of people who are going to be put out of work.
I’m not saying we should stop the inevitable forward march of technology. But at the same time it’s hard for me to “very much look forward to” the flip side of being able to take robocabs everywhere.
by stouset
1/10/2025 at 6:46:08 AM
People living on the margins is fundamentally a social problem, and we all know how amenable those are to technical solutions.Let's say AV development stops tomorrow though. Is continuing to grind workers down under the boot of the gig economy really a preferred solution here or just a way to avoid the difficult political discussion we need to have either way?
by AlotOfReading
1/10/2025 at 7:04:59 AM
I'm not sure how I could have been more clear that I'm not suggesting we stop development on robotaxis or anything related to AI.All I'm asking is that we take a moment to reflect on the people who won't be winners. Which is going to be a hell of a lot of people. And right now there is absolutely zero plan for what to do when these folks have one of the few remaining opportunities taken away from them.
As awful as the gig economy has been it's better than the "no economy" we're about to drive them to.
by stouset
1/10/2025 at 11:47:31 AM
This is orthogonal. You're living in a society with no social safety net, one which leaves people with minimal options, and you're arguing for keeping at least those minimal options. Yes, that's better than nothing, but there are much better solutions.The US is one of the richest countries in the world, with all that wealth going to a few people. "Give everyone else a few scraps too!" is better than having nothing, but redistributing the wealth is better.
by stavros
1/10/2025 at 3:24:19 PM
I agree.But this is the society we live in now. We don’t live in one where we take care of those whose jobs have been displaced.
I wish we did. But we don’t. So it’s hard for me to feel quite as excited these days for the next thing that will make the world worse for so many people, even if it is a technological marvel.
Just between trucking and rideshare drivers we’re talking over 10 million people. Maybe this will be the straw that breaks the camel’s back and finally gets us to take better care of our neighbors.
by stouset
1/10/2025 at 3:30:13 PM
Yeah but it doesn't work to on the one hand campaign for not taking rideshare jobs away from people on an online forum, and on the other say "that's the society we live in now". If you're going to be defeatist, just accept those jobs might go away. If not, campaign for wealth redistribution and social safety nets.by stavros
1/11/2025 at 1:39:03 AM
I do?by stouset
1/10/2025 at 1:45:40 PM
Public transit would also remove lot of jobs and yet nobody suggesting we shouldn't build more public transit because it will remove jobs.This is just coming from using what we already know how to do better.
by kiba
1/10/2025 at 3:33:57 PM
Public transit has a fundamentally local impact. It takes away some jobs but also provides a lot of jobs for a wide variety of skills and skill levels. It simultaneously provides an enormous number of benefits to nearby populations, including increased safety and reduced traffic.Self-driving cars will be disruptive globally. So far they primarily drive employment in a small set of the technology industry. Yes, there are manufacturing jobs involved but those are overwhelmingly going to be jobs that were already building human-operated vehicles. Self-driving cars will save many lives. But not as many as public transit does (proportionally per user) And it is blindingly obvious they will make traffic worse.
by stouset
1/10/2025 at 6:36:18 AM
Do you ever drive yourself or would you feel guilty not paying a driver?by dullcrisp
1/10/2025 at 8:45:02 AM
> preferably, much cheaper than today's absurd Uber ratesYou haven’t paid attention to how VC companies work.
by rrr_oh_man
1/10/2025 at 4:44:25 PM
Waymo has approval to operate in San Mateo County so it’s likely coming pretty soon.by danenania
1/10/2025 at 4:37:21 AM
Waymo's current operational area in the bay runs from Sunnyvale to fisherman's wharf. I don't know how many people that is, but I'm pretty comfortable calling it a big chunk of the bay.They don't run to SFO because SF hasn't approved them for airport service.
by AlotOfReading
1/10/2025 at 4:52:02 AM
I just opened the Waymo app and its service certainly doesn't extend to Sunnyvale. I just recently had an experience where I got a Waymo to drive me to a Caltrain station so I can actually get to Sunnyvale.by kccqzy
1/10/2025 at 4:58:21 AM
The public area is SF to Daly City. The employee-only area runs down the rest of the peninsula. Both of them together are the operational area.Waymo's app only shows the areas accessible to you. Different users can have different accessible areas, though in the Bay area it's currently just the two divisions I'm aware of.
by AlotOfReading
1/10/2025 at 7:44:43 AM
Why would you consider the employee-only area? For that categorization to exist it must mean it's either unreliable for customers or too expensive cause there's too much human drivers on the loop. Either way it would not be considered as an area served by self driving, imo.by riffraff
1/10/2025 at 2:51:26 PM
There are alternative possibilities, like "we don't have enough vehicles to serve this area appropriately" or "we don't have statistical power to ensure this area meets safety standards even though it looks fine", and "there are missing features (like freeways) that would make public service uncompetitive in this area" to simply "the CPUC hasn't approved a fare area expansion".It's an area they're operating legally, so it's part of their operational area. It's not part of their public service area, which I'd call that instead.
by AlotOfReading
1/10/2025 at 5:36:06 AM
I wish! In Palo Alto the cars have been driving around for more than a decade and you still can't hail one. Lately I see them much less often than I used to, actually. I don't think occasional internal-only testing qualifies as "operational".by modeless
1/10/2025 at 6:16:17 AM
Where's the economic proof of impossibility? As far as I know Waymo has not published any official numbers, and any third party unit profitability analysis is going to be so sensitive to assumptions about e.g. exact depreciation schedules and utilization percentages that the error bars would inevitably be straddling both sides of the break-even line.> with no evidence that the system can generalize, profitably, outside the limited areas it’s currently in
That argument doesn't seem horribly compelling given the regular expansions to new areas.
by jsnell
1/10/2025 at 7:09:47 AM
Analyzing Alphabet’s capital allocation decisions gives you all the evidence necessary.It’s safe to assume that a company’s ownership takes the decisions that they believe will maximize the value of their company. Therefore, we can look at Alphabet’s capital allocation decisions, with respect to Waymo, to see what they think about Waymo’s opportunity.
In the past five years, Alphabet has spent >$100B to buyback their stock; retained ~100B in cash. In 2024, they issued their first dividend to investors and authorized up to $70B more in stock buybacks.
Over that same time period they’ve invested <$5B in Waymo, and committed to investing $5B more over the next few years (no timeline was given).
This tells us that Alphabet believes their money is better spent buying back their stock, paying back their investors, or sitting in the bank, when compared to investing more in Waymo.
Either they believe Waymo’s opportunity is too small (unlikely) to warrant further investment, or when adjusted for the remaining risk/uncertainty (research, technology, product, market, execution, etc) they feel the venture needs to be de-risked further before investing more.
by Denzel
1/10/2025 at 12:31:10 PM
Isn’t there a point of diminishing returns? Let’s assume they hand over $70B to Waymo today. Can Waymo even allocate that?I view the bottlenecks as two things. Producing the vehicles and establishing new markets.
My understanding of the process with the vehicles is they acquire them then begin a lengthy process of retrofitting them. It seems the only way to improve (read: speed up) this process is to have a tightly integrated manufacturing partner. Does $70B buy that? I’m not sure.
Next, to establish new markets… you need to secure people and real estate. Money is essential but this isn’t a problem you can simply wave money at. You need to get boots on the ground, scout out locations meeting requirements, and begin the fuzzy process of hiring.
I think Alphabet will allocate money as the operation scales. If they can prove viability in a few more markets the levers to open faster production of vehicles will be pulled.
by bronco21016
1/10/2025 at 5:57:09 PM
Yes, correct, you’re restating the “risk/uncertainty” in the form of various concrete hypotheses. :)Within the context of the original discussion around whether self-driving is here, today, or not, I think we can definitively see it’s not here.
by Denzel
1/10/2025 at 12:31:50 PM
To be clear, buying back stock is one of the ways they can invest in Waymo (and other business units).Since Alphabet buybacks mostly just offset employee stock compensation, the main thing they are getting for this money is employees.
by mortehu
1/10/2025 at 8:59:34 PM
I would prefer if they just give employee bonuses rather than this indirect form of compensationby sashank_1509
1/10/2025 at 7:58:03 AM
>believes their money is better spent buying back their stock,Alphabet has to buy back their stock because of the massive amount of stock comp they award.
by VirusNewbie
1/10/2025 at 9:37:29 AM
> Alphabet has to buy back their stock because of the massive amount of stock comp they award.Wait, really? They're a publically traded company; don't they just need to issue new stock (the opposite of buying it back) to employees, who can then choose to sell it in the public market?
by davedx
1/10/2025 at 11:40:36 AM
It's much better comp if the value of the stock goes up.by yakz
1/10/2025 at 11:59:39 PM
They could issue more stock, but Alphabet has decided to keep the number of outstanding shares the same, it's a thing they do for shareholders.by VirusNewbie
1/10/2025 at 8:57:51 PM
This is just a quirk of the modern stock market capitalist system. Yes, stock buybacks are more lucrative than almost anything other than a blitz-scaling B2B SAAS. But for good of society, I would prefer if Alphabet spent their money developing new technologies and not on stock buybacks / dividends. If they think every tech is a waste of money, then give it to charity, not stock buybacks. That said, Alohabet does develop new technologies regularly. Their track record before 2012 is stellar, their track record now is good (Alphafold, Waymo, Tensorflow, TPU etc), and it is nowhere close to being the worst offender of stock buybacks (I’m looking at you Apple), but we should move away from stock price over everything as a mentality and force companies to use their profits for the common good.by sashank_1509
1/10/2025 at 9:41:02 AM
That's a very hand wavy argument. How about starting here:> Mario Herger: Waymo is using around four NVIDIA H100 GPUSs at a unit price of $10,000 per vehicle to cover the necessary computing requirements. The five lidars, 29 cameras, 4 radars – adds another $40,000 - $50,000. This would put the cost of a current Waymo robotaxi at around $150,000
There are definitely some numbers out there that allow us to estimate within some standard deviations how unprofitable Waymo is
by davedx
1/10/2025 at 10:06:39 AM
(That quote doesn't seem credible. It seems quite unlikely that Waymo would use H100s -- for one, they operate cars that predate the H100 release. And H100s sure as hell don't cost just $10k either.)You're not even making a handwavy argument. Sure, it might sound like a lot of money, but in terms of unit profitability it could mean anything at all depending on the other parameters. What really matters is a) how long a period that investment is depreciated over; b) what utilization the car gets (ot alternatively, how much revenue it generates); c) how much lower the operating costs are due to not needing to pay a driver.
Like, if the car is depreciated over 5 years, it's basically guaranteed to be unit profitable. While if it has to be depreciated over just a year, it probably isn't.
Do you know what those numbers actually are? I don't.
by jsnell
1/10/2025 at 9:00:37 PM
I know for a fact Waymo uses TPU’s not GPU, maybe it is equivalent to 4 H100’s but TPU vs GPU is somewhat apples vs orangesby sashank_1509
1/10/2025 at 4:51:04 AM
Here in the product/research sense, which is the hardest bar to cross. Making it cheaper takes time but generally we have reduced cost of everything by orders of magnitude when manufacturing ramps up, and I don't think self driving hardware(sensors etc) would be any different.by YetAnotherNick
1/10/2025 at 6:16:02 AM
It’s not even here in the product/research sense. First, as the author points out, it’s better characterized as operator-assisted semi-autonomous driving in limited locations. That’s great but far from autonomous driving.Secondly, if we throw a dart on a map: 1) what are the chances Waymo can deploy there, 2) how much money would they have to invest to deploy, and 3) how long would it take?
Waymo is nowhere near a turn-key system where they can setup in any city without investing in the infrastructure underlying Waymo’s system. See [1] which details the amount of manual work and coordination with local officials that Waymo has to do per city.
And that’s just to deploy an operator-assisted semi-autonomous vehicle in the US. EU, China, and India aren’t even on the roadmap yet. These locations will take many more billions worth of investment.
Not to mention Waymo hasn’t even addressed long-haul trucking, an industry ripe for automation that makes cold, calculated, rational business decisions based on economics. Waymo had a brief foray in the industry and then gave up. Because they haven’t solved autonomous driving yet and it’s not even on the horizon.
Whereas we can drop most humans in any of these locations and they’ll mostly figure it out within the week.
Far more than lowering the cost, there are fundamental technological problems that remain unsolved.
[1]: https://waymo.com/blog/2020/09/the-waymo-driver-handbook-map...
by Denzel
1/10/2025 at 6:07:33 AM
Does Wayne operate in heavy rain and any kind of snow or ice conditions?by shrubble
1/10/2025 at 4:12:30 PM
The author specifically calls out that the taxi service needs not operate in all weather conditions or times of day.> First driverless "taxi" service in a major US city, with dedicated pick up and drop off points, and restrictions on weather and time of day.
However, their analysis this year is that, "This is unlikely to happen in the first half of this century."
The prediction is clear. The evaluation is dishonest.
by bhelkey
1/10/2025 at 6:39:24 AM
> So he think humans are intervening once every 1-2 miles to train the WaymoJust to make sure we're applying our rubric fairly and universally: Has anyone else been in an Uber where you wished you were able to intervene in the driving a few times, or at least apply RLHF to the driver?
(In other words: Waymo may be imperfect to the point where corrections are sometimes warranted; that doesn't mean they're not already driving at a superhuman level, for most humans. Just because there is no way for remote advisors to provide better decisions for human drivers doesn't mean that human-driven cars would not benefit from that, if it were available.).
by khafra
1/10/2025 at 8:34:19 AM
To apply this benchmark, you'd have to believe that Waymo is paying operators to improve the quality of the ride, not to make the ride possible at all. That is, you'd have to believe that the fully autonomous car works and gets you to your destination safely and in a timely manner (at the level of a median professional human driver), but Waymo decided that's not good enough and hired operators to improve beyond that. This seems very unlikely to me, and some of the (few) examples I've seen online were about correcting significant failures, such as waiting behind a parked truck indefinitely (as if it were stopped at a red light) or looping around aimlessly in a parking lot.You'd also have to believe that when you wished to change how your Uber driver drove, you'd actually have improved things rather than worsened them.
by tsimionescu
1/10/2025 at 1:32:29 PM
Let's suppose Waymo's fully automated stuff has tenfold-fewer fatal collisions than a human. There's no way to avoid the fatal accidents a human causes, and the solution to Waymos getting stuck sometimes is simple. The point is that the Waymo can actually be described as superior to a human driver, and the fact that its errors can be corrected with review is a feature and not a bug - they optimize for those kinds of errors rather than unrecoverable ones.by lukeschlather
1/10/2025 at 3:07:03 AM
Your objection to him claiming a win on self driving is that you think that we can still define cars as self driving even when humans are operating them? Ok I disagree. If humans are operating them then they simply are not self driving by any sensible definition.by mvdtnz
1/10/2025 at 3:13:41 AM
Human interventions are some non zero number in current self driving cars and will likely be that way for a while. Does this mean self driving is a scam and in fact it is just a human driving, and that these are actually ADAS. Maybe in some pedantic sense, you are right but then your definition is not useful, since it lumps cruise control/ lane-keeping ADAS and Waymo’s in the same category. Waymo is genuinely, qualitatively a big improvement above any ADAS/ self driving system that we have seen. I suspect Rodney did not predict even Waymo’s to be possible, but gave himself enough leeway so that he can pedantically argue that Waymo’s are just ADAS and that his prediction was right.by sashank_1509
1/10/2025 at 4:11:56 AM
No one said scam (although in the case of Tesla it absolutely is). It's just not a solved problem yet.by mvdtnz
1/10/2025 at 4:39:26 AM
> It's just not a solved problem yet.Human driving isn't a solved problem either; the difference is that when a human driver needs intervention it just crashes.
by jdminhbg
1/10/2025 at 8:39:14 AM
This is not about crashes. By all accounts, the Waymo cars are mostly fully self driving, I beleive even the article author agrees with that. This includes crash avoidance, to the extent that they can.The remote operation seems to be more about navigational issues and reading the road conditions. Things like accidentally looping, or not knowing how to proceed with an unexpected obstacle. Things that don't really happen to human drivers, even the greenest of new drivers.
by tsimionescu
1/10/2025 at 4:16:43 PM
Ok, but crashes are much worse than navigational issues or accidentally looping. It’s only status quo bias that makes us think driving is more solved if you get the accidental looping fixed before the crashing.by jdminhbg
1/11/2025 at 6:23:24 AM
Only true up to some extent. If a car can't get you anywhere, then crashing is almost irrelevant: you won't use it, because there's nothing to be gained from that. A car looping around in a parking lot is extremely safe, but completely useless.by tsimionescu
1/10/2025 at 9:54:17 PM
Irrelevant.by mvdtnz
1/10/2025 at 2:00:45 PM
Some of them are scams, yes. For stuff like Waymo, it definitely doesn’t match the hype at the time he made the original predictions. As pointed out above, there were people in 2016 claiming we’d be buying cars without steering wheels that could go between any two points connected by roads by now.by skywhopper
1/10/2025 at 3:51:32 AM
Yeah, I think semi-autonomous vehicles are a huge milestone and should be celebrated but the jump from semi-autonomous to fully-autonomous will, I think, feel noticeably different. It will be a moment future generations have trouble imagining a world where drunk or tired driving was ever even an issue.by Spivak
1/10/2025 at 5:16:41 AM
The future is here, just unevenly distributed. There are already people that don't have that issue, thanks to technology. That technology might be Waymo and not driving in the first place, or the technology might be smartphones and the Internet, which enables Uber/Lyft to operate. Some of them might use older technologies like concrete which enables people to live more densely and not have to drive to get to the nearest liquor establishment.by fragmede
1/10/2025 at 5:17:00 AM
You can make exactly the opposite argument as well: You think that we can still define cars as human-driven even when they have self-driving features (e.g. lane keeping). If the car is self-driving in even the smallest way, then they simply are not human-operated by any sensible definition.by munchler
1/10/2025 at 2:02:13 PM
No one is making predictions or selling stock in the amount of “fully human controlled” vehicles.by skywhopper
1/10/2025 at 7:47:10 PM
> when he claims to be correct about self driving in the Waymo case. The bar he set is so broad and ambiguous, that probably anything Waymo did, would not qualify as self driving to himHonestly, back in 2012 or something I was convinced that we would have autonomous driving by now, and by autonomous driving I definitely didn't mean “one company is able to offer autonomous taxi rides is a very limited amount of places with remote operator supervision”, the marketing pitch has always been something along “the car you'll buy will be autonomously driving you to whatever destination you ask for, and you'll be just a passenger in you own car”, and we definitely aren't there at all when all we have is Waymo.
by littlestymaar
1/10/2025 at 8:31:16 AM
Nonsense. If you spoke about self-driving cars a few decades ago you would have understood it to have meant that you could go to a dealer and buy a car that would drive itself, wherever you might be, without your input as a driver.No-one would have equated the phrase "we'll have self-driving cars" with "some taxis in a few of US cities"
by 4ndrewl
1/10/2025 at 1:51:14 PM
That's how all innovation works. Ford never said people asked for a faster horse, but the theory holds. It doesn't matter what benchmarks you set, the market finds an interesting way to satisfy people's needs.by Schiendelman
1/10/2025 at 4:10:44 PM
The prediction is:> First driverless "taxi" service in a major US city, with dedicated pick up and drop off points, and restrictions on weather and time of day.
Their 2025 analysis is: "This is unlikely to happen in the first half of this century."
The prediction is clear. The evaluation is dishonest.
by bhelkey
1/10/2025 at 7:27:58 PM
I agree.. Waymo sells +150k rides every week according to Alphabet’s Q3 2024 earnings announcement. Yes they need human assistance once in a while. I know of plenty other automation that needs to be tickled or rebooted periodically to work, that most would still say works automatically.Maybe he has a very narrow or strict definition of ‘driverless’. That would explain the “not in this half of the century”-sentiment. I mean, it’s 25 years!
by throw-qqqqq
1/10/2025 at 3:08:44 AM
The Waymo criticisms are absurd to the point of dishonesty. He criticizes a Waymo for... not pulling out fast enough around a truck, or for human criminals vandalizing them? Oh no, once some Waymos did a weird thing where they honked for a while! And a couple times they got stuck over a few million miles! This is an amazingly lame waste of space, and the fact that he does his best to only talk about Tesla instead of Waymo emphasizes how weak his arguments are, particularly in comparison to his earliest predictions. (Obviously only the best self-driving car matters to whether self-driving cars have been created.)"Nothing ever happens"... until it does, and it seems Brooks's prediction roundups can now be conveniently replaced with a little rock on it with "nothing in AI ever works" written on it without anything of value being lost.
by gwern
1/10/2025 at 1:54:42 PM
It’s interesting that in my reading of the post I felt like he hardly talked about Tesla at all.He calls out that Tesla FSD has been “next year” for 11 years, but then the vast majority of the self-driving car section is about Cruise and Waymo. He also minorly mentions Tesla’s promise of a robotaxi service and how it is unlikely to be materially different than Cruise/Waymo. The amount of space allocated to each made sense as I read it.
For the meat of the issue: I can regularly drive places without someone else intervening. If someone else had to intervene in my driving 1/100 miles, even 1/1000 miles, most would probably say I shouldn’t have a license.
Yes, getting stuck behind a parked car or similar scenario is a critical flaw. It seems simple and non-important because it is not dangerous, but it means the drive would not be completed without a human. If I couldn’t drive to work because there was a parked car on my home street, again, people would question whether I should be on the road, and I’d probably be fired.
by elicksaur
1/10/2025 at 9:43:45 AM
Interesting, that wasn't my takeaway from the article at all!Direct quote from the article:
> Then I will weave them together to explain how it is still pretty much business as usual, and I mean that in a good way, with steady progress on both the science and engineering of AI.
There are some extremely emotional defences of Waymo on this comment thread. I don't quite understand why? Are they somehow inviolable to constructive criticism in the SV crowd?
by davedx