GM announces completed production of 130 autonomous Chevy Bolt EVs
electrek.co
electrek.co
The term the speaker used that stuck with me was "peak car". The idea that between ride-sharing (uber), self-driving, and the move back to the cities, we are already at a point where we are producing fewer vehicles per person than before, and that this trend is going to continue downward.
This is why they bought Cruise, why they're building Bolt EVs, why they're doing a lot of their biggest projects right now- to survive the transition from a creator of consumer goods.
GM's magic ingredient is Kyle Vogt, YC alum and founder of Cruise. He's a guy with something to prove, and an emerging leader, up there at the calibre of Jobs, Musk, Bezos etc. Like the others Vogt has a superhuman proclivity to execute, and unlike the others he's a man of few words who prefers to stay out of the spotlight.
None of the other autonomous driving divisions are led by someone with the same drive and vision.
With 180 L4 ready vehicles on the road, they're now operating at the biggest scale of anyone. All the other autonomous driving programs are in various states of clusterfuck. Heads have been rolling at Tesla, and that Mobileye fallout really left them in the lurch. All the top talent has left Waymo, and Waymo abandoned a deal with Ford that left Ford scrambling. Uber is a total disaster. Cruise's record has been spotless.
So how did Vogt manage to find himself better positioned than anyone in the most disruptive industry to come out of Silicon Valley? I don't know either, but I chalk it up to more than dumb luck. They are now running a production line for autonomous vehicles with proper hardware. Disengagements for 2016 averaged 1 per 180 miles in 2016, and while driving in hectic downtown SF traffic[1]. Autonomous Bolts now have their own production line, they're just going to keep building them. The plan is to have thousands on the roads for 2018[2]. GM smells blood. Kyle is a mighty good leader.
[1]https://www.youtube.com/watch?v=6tA_VvHP0-s [2]http://www.reuters.com/article/us-gm-autonomous-exclusive-id...
not many of the large auto makers are making announcements similar, most make note of future plans but not many say "today"