Most Waymo Patent Claims Dropped in Autonomous Car Fight with Uber
bloomberg.com
bloomberg.com
U.S. District Judge William Alsup in San Francisco has asked
Waymo to narrow its more than 100 trade secrets claims to
fewer than 10 to put in front of a jury.U.S. District Judge William Alsup in San Francisco has asked Waymo to narrow its more than 100 trade secrets claims to fewer than 10 to put in front of a jury.
Thanks for all you do!
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And the four-space/tab indentation should denote
a quote
But that's just me.edit: the title has been edited since.
"Waymo’s retreat on three of their four patent claims is yet another sign that they have overpromised and can’t deliver," Uber said in a statement. "Not only have they uncovered zero evidence of any of the 14,000 files in question coming to Uber, they now admit that Uber’s LiDAR design is actually very different than theirs. Faced with this hard truth, Waymo has resorted to floating conspiracy theories not rooted in fact, doing everything they can to put the focus on sensation rather than substance."
https://www.recode.net/2017/6/28/15891136/alphabet-alleges-u...
"It" are allegations and statements that very liberally interpret convenient facts, ignore inconvenient facts and inject conjecture to support the narrative they want the public to believe. I'm shocked that anyone would think lawyers for only one side would do that. It's all heresay, allegations, conjecture and bullshit by lawyers all sides until evidence is presented in a court of law and a judgement has been made. And even then the judgement may be wrong for all sorts of reasons.
FWIW, Recode is one of the few places covering the case fairly equitably (probably because it's run by one of the few journalists in Silicon Valley with any scruples and minimal conflicts of interest, Kara Swisher).
No harshness intended. This is complicated stuff, no sarcasm.
I want to reiterate to the plaintiff here that you should think a lot
about just dropping the patent part of this case.Alsup was suggesting Waymo to drop the patent portion of their suit and focus solely on the trade secret portion of their case. The trade secrets were pared down as mentioned in that snippet, but that's in addition to dropping 3 of the 4 patent infringement claims.
> the judge scolded Waymo for being "overbroad" in what it says are 121 trade secrets involved in the case. For example, Alsup wrote that Waymo can't claim that the way it positions light sources in its Lidar is protected, since the design uses well-known principles of physics.
whole C suite is pretty much gone
Uber is integrated into Gmaps. Currently running an existing user promo for $15 if executed through maps.
Whole Uber team has apparently trained on Googles tech already so on boarding will be easier
It's Googles core competency
They already own a smallish percentage
They seem to be focused on production, key exec was let go from Ford for wrecking a Frenemy partnership trade of AI / Tech for Ford production expertise. They have the synergy with Gmaps, much of the AI and prototyping with Waymo and they can turn around the negative sentiment. They need the network short term to ramp up whatever their play is for the future.
I can see this being reasonable. Uber is a financial mess with limited upside if this case goes south and is only attractive to a few buyers. Google, already being an investor is one of they few Incs with the knowledge and capital to actually get value from this cash fire.
The brand seems like a liability in this case.
Hell, if anything, i'd use this to force Uber to license the cars from Waymo, too.
>The brand seems like a liability in this case.
Cheaper to buy.
Maybe; the problem is an HR/management one, which an acquisition in which upper management and HR are largely replaced and lower management is scrutinized under a microscope could probably resolve quickly to prevent any ongoing issues, and not keeping the Uber name in use would deal with most of the public image issues.
The platform and existing customer and (at least in the transitional phase) driver relationships are not without value, and there's probably IP value as well (and, if they've really built on stuff stolen from or encumbered I by patents owned by Google, it's potentially uniquely valuable to Google, compared to other buyers.)
So, I mean, even an “acquifire” where none of the actual people employed by Uber are retained might be worthwhile, at the right price.
Anecdote, but the one engineer I know that works at Uber is an ex-Googler and got a 20 when rolling for kindness.
https://www.forbes.com/2010/04/21/google-viacom-youtube-medi...
That innovation was mostly a financial one and probably could only have been brought about with the leverage of the existing Google ad network, and the critical mass of users using YT for music piracy. YT is a much better experience for it too.
https://www.youtube.com/watch?v=SxigNvJxGn4 Teenage Mutant Hardcore Turtles was one my favorite first memes. I was so saddened when the soundtrack was ripped out when I went to show my friends. I was pleasantly surprised to have the true sound track back after Google fixed the moneyz.
Talk about a "God's View", they'd be literally begging for regulator's attention if they tried buying Uber
How so? Regulatory attention of mergers isn't based on prospective dominance of markets which don't yet exist, in most jurisdictions.
Do they? Specifically, do they have pricing power? Market share (even superficially dominant share) where competitors or substitute services are present and business moves in response to relative price changes isn't market power.
Google and uber don't directly compete in many areas.
In order for regulators to stop the deal, there would have to be a competitive concern.
The only area that they "compete" in is self driving cars. But that market literally doesn't exist yet, so it is a hard argument to make that this would be anticompetitive.
Would investors who bought shares be compensated with pennies on the dollar? Would some investors get more than others?
What motivates people to put in money at these absurd valuations? The hope that they'll come true just some of the time?
Uber raised $9B (1). Presumably this is all preferred stock or convertible debt, which is paid out 100% in an acquisition. That means investors only lose money and if Uber is acquired for under $9B. Over $9B, then investors and common shareholders splits the proceeds according to their ownership (2).
I'm simplifying as the liquidation preference matters based on the different valuations that investors paid.
For example, if Uber is acquired for $30B, then all the investors who paid above that valuation, would get their money back first. Then remaining investors and common shareholders would get their % split of the remaining pool of capital.
1) https://www.crunchbase.com/organization/uber#/entity
2)Usually this is how it works, but sometimes the terms vary.
1) I'd imagine there are significant costs to entering a new city. Uber is a two-sided marketplace so in any new city Uber needs to invest resources and time into acquiring supply/drivers and to a lesser extent users. Combine this with the operational support to maintain that marketplace and the overhead becomes non-negligible.
2) First mover advantage is a real thing so any ride-sharing network that enters a city with an established player is going to have a harder time acquiring the aforementioned supply/demand.
3) When more than one ride-sharing company is in a city it eventually turns into a subsidy war for demand. From what I have read this is what happened to Uber competing with Didi in China and resulted in massive losses for both companies.
TL;DR entering new markets is in fact pretty expensive, and far more so when there is existing competition.
They also need local support infrastructure. Lyft actually does an in-person interview with every driver, which requires a human being there. They have at least re-used resources by promoting certain drivers to a higher level that enables them to run these interviews. But bootstrapping that infrastructure requires some effort.
Between the costs, the marketing efforts, and the support infra, it's not as easy as just flipping a switch.
I think the suggestion is based on an anticipated Uber firesale price resulting from its recent legal and HR issues.
https://www.theverge.com/2016/7/31/12338268/uber-maps-invest...
I'm not sure Google wants to manage a large network of freelancers/drivers without benefits. Would look terrible when the software engineers have all the benefits...then again they could offer benefits for drivers...
I think Facebook or Apple (maybe Amazon) might want a piece of the pie. The integration would be seamless...then again who knows!
> Judge William Alsup of Federal District Court in San Francisco, who is overseeing the case, urged the company’s lawyers at a hearing on June 7 to drop the patent claims because "you’re going to lose on all these patent claims unless you pull some rabbit out of a hat."
Waiting to be asked by the judge to drop them is the only valid political chess move they had. Withdrawing them without being asked would be worse, IMO. But the reason remains the same: Uber used to have them in their design/prototypes but they no longer do.
When Waymo first levied the case against Uber I was of the unpopular opinion that it wasn't as strong as it looked. Nonetheless, it ruined Levandowski's career and counted for about a gallon's worth of gasoline on the fire of negative public opinion and investor rage against Uber and it's leadership. Even if Waymo loses in court, it's still a win.
How so? Like saying police ruined a criminal's normal life?...
EDIT: The parent edited their comment, so I've removed my reply, as it's no longer necessary.
This seems like a valuable service, and I'd like to continue doing this, but perhaps I'll add a disclaimer asking people not to talk about HN in the replies to minimize noise. If you have questions or concerns about the site, please email hn@ycombinator.com rather than leaving a comment.
(The fact that HN has no dedicated markup for quotes and very little available markup at all is also a problem, but using code blocks for quotes is not a solution, or even a good workaround, for that.)
The community seems to appreciate it, but on the other hand it adds noise. Though one benefit is that it nudges users toward using italics for quotes instead of code blocks.
Anthony Levandowski went to Uber because he is interested in furthering self-driving car technology into practical applications and Uber offered to actually, really prioritize his project and make his dreams a reality. That's the only logical explanation of his actions; he thought Uber would be a better technology and business partner.
Setting aside the legal issues of whether what he did was right or not, I don't think Google would be the right custodian of this project anyway. For the greater good of the world, we need self-driving cars to become a reality.
And Google just isn't going to do it. They are invested in self-driving cars like they are invested in contact lenses, or drones, or robots, or go-playing AI, and half-dozen other things. Uber was/is a far more logical choice for a company that is going to be both motivated and pragmatic enough to bring this technology to market.
Google has been working on it for ages and we have yet to see a serious attempt at a non-academic implementation.
I don't see how they have no interest, none of their other projects were upgraded to separate company status. Also, they've been working on it for 10+ years so it's outlasted most of their other "projects"
I trust Google way more than Uber to do something like this right (i.e. not kill people), even if it takes "forever."
>Google has been working on it for ages and we have yet to see a serious attempt at a non-academic implementation.
This seems like a claim made without knowledge. The 2016 autonomous vehicle disengagement reports [0][1] show that Waymo is an order of magnitude ahead of any competitor in miles driven and vehicle reliability. And as another user mentioned, Waymo is currently testing with real consumers and a large fleet of vehicles in Phoenix [2].
[0]: https://www.dmv.ca.gov/portal/dmv/detail/vr/autonomous/disen...
[1]: https://www.wired.com/2017/02/california-dmv-autonomous-car-...
I think Google just understands the complexity of the issue presented by true self-driving cars. I'm still highly skeptical that they're going to become a thing outside of cities and major highways anytime soon, there are simply too many edge cases to cover. That's not to say it's impossible, but Google is clearly shooting for pure self-driving cars that don't need a steering wheel, or something close to that, prior to any commercial application. Tesla and Uber are taking more iterative approaches, but they can directly benefit from mediocre/incomplete self-driving in the meantime whereas there's no incentive for Google. We'll see who gets to the holy grail first, but I wouldn't discount Google. Large-scale, public, iterative approaches, while the dominant religion in modern tech, are not a panacea.