Uber’s Vision of Self-Driving Cars Begins to Blur
nytimes.com
nytimes.com
The companies doing well are Waymo, Cruise, and Zoox, and one thing common to all three of these is that they started small a few talented people and scaled up in stages when it appropriate.
A testament to the whole 'just because 1 woman can make a baby in 9 months doesn't mean 9 women can make a baby in 1 month' analogy.
The over-exuberant business version of this is money-men types who see companies as a collection of investments and cash flows. This leads them to think of business problems in "resource allocation" terms. If company X's is bad at UI, customer service or whatnot than this will be fixed by "investing" more in it.
Here they see a big juicy prize: first to market with self driving taxis. They understand that it's risky but they still assume a very strong correlation between the amount of money going in, and the probability of their big juicy prize coming out.
The whole approach is a bad idea in new technology. Instead of thinking in expiremental, creative-discovery terms, they have a very precise destination and they try to brute force a way to that destination with money.
Invention on the other hand happens on a constrained pipeline.
The shoveling that looks like invention is when an existing invention is adapted (and sometimes called innovation). I presume it's hard for outsiders to say when a subject on which expertise is not yet commoditized is ready for shoveling or not.
I think this is what happened here - since everyone were hyping the AI revolution, they presumed the technique was ready for industrial adaption and only lacked in dedicated subject experts and existing processes which can be adapted. They presumed there was some core invention that could be adapted and monetized.
Given how poorly understood subject AI is, and how lucrative a self driving car would probably be, some risk taking in this area is certainly understandable. I have no idea if the investments were in line with the risks and rewards or not.
Good points though. Tons of resources, people working in secret, and a total absence of "market feedback" have yielded big, impressive results before.
contrast with deep neural network, there are no models to predict overfitting or undertraining beyond what training cross validation say. hardly the same situation. there's no model that can predict a network confidence and network output as a classifier is still very rough even before it gets converted into car commands (i.e. see Uber report)
those cited project had a theoretical framework on which they were built upon. neural network are still rooted in 'tune them if they don't work' stage.
The good news is all we have to do is shift back to massive government investments in basic research to course correct and compete with entities like China(who seem to have a clearer picture of how Capitalism actually works in practice).
Until investors can come up with a way of measuring those confounding human factors, just plowing money into companies and praying for a miracle will continue to be a debased and ineffective investment strategy.
This is probably the most capital-intensive business model you could possibly come up with. [edit] Which isn't to say they'll fail! I know nothing about their progress on whatever internal research is going on. But in terms of including as many possible points of failure and guaranteeing that in the future you'll need an absolutely gargantuan funding round to succeed, this is tough to beat.
https://arstechnica.com/cars/2018/05/intels-mobileye-wants-t...
https://news.ycombinator.com/item?id=14317214#14317443
> 1) Drop self driving cars completely. YOu aren't getting there first, second, or anywhere close to third, just partner with a car company and call it a day.> 2) Settle Google's lawsuit, hopefully 1 will help
> 3) Hire a new CEO, Sheryl Sandberg is almost certainly not available but someone who can show that change will and is happening internally.
They've completed 2 of the 3 things I thought they needed to go public. Dropping their own self driving car program was the third.
They need to have their story figured out when they go public as investors will want to know if they are all in or all out on developing their own self driving cars.
I can't see them going public with their current strategy for self driving cars, its a huge money pit with not much to show for it currently.
In a pretty ironic twist, Uber et al have already started rumblings about how the third option needs to be made illegal, because there's no regulatory oversight on vehicle maintenance and safety. Having spent most of their life ignoring existing regulations, they soon may need them to survive.
In the long run this seems likely, but in the short term Waymo seems to be gearing up to start their own app, and if they have a cost advantage over Uber, Uber will be burning even more cash subsidizing rides waiting for self-driving tech to become a commodity.
At that point, why invest in Uber?
I think they are aware that they don't have a chance at it long-term. A partnership isn't as sexy, but might be enough to eek out a $50B valuation.
Exactly. Uber still loses money on every ride.[1] They can't fix the losses without raising prices, which would lose their competitive edge. They've squeezed the drivers as hard as they can, and the drivers are pushing back successfully at last.[2] So Uber needs something they can hype. They already tried "China", and failed. "Self-driving" was next. That's not working out. Uber is getting into bike/scooter rental and food delivery, which are already crowded, low-margin industries.
Self-driving didn't need to work, it just had to be hyped for investors.
[1] http://fortune.com/2018/08/15/travis-kalanick-uber-still-pos... [2] http://fortune.com/2018/08/08/new-york-freeze-ride-sharing-v...
Please stop repeating this, or at least find a source that supports it. There's a big difference between "losing money in the aggregate" and losing money on each ride; the latter is only true if the marginal costs of providing each ride are greater than the revenues from it, and the source in [1] only reports the former kind of loss. It's very unlikely that each ride is actually costing them the ~$4 they take from it; that would be some pretty inefficient IT.
[1] https://news.crunchbase.com/news/understanding-uber-loses-mo...
[2] https://www.cbsnews.com/news/uber-valued-at-62-billion-still...
None of them claim, as you did, and as I asked for, that each ride loses them money. The closest they Come is saying that some rides can lose money because of the formula.
Do you understand the difference between “lose money on each ride” and “lose money overall”? All of your links only speak to the latter, not the former, and the former is what I was objecting to.
My thesis is that they shouldn't shudder ATG entirely, but should scale it back to a core group, and then consider dropping the dead weight and scaling it back up again slowly as certain performance milestones are met, meanwhile keeping a patient eye out for promising startups worthy of mid-stage investments sizeable enough to grant them an significant ownership stake.
This is pretty much it. Making an Uber clone is absolutely trivial, and they are being outcompeted in every single international market which has one. They also have zero customer loyalty, people will happily switch to another app the moment there is competition.
And now with Uber express pool it is pretty much guaranteed it will tell you the wrong location. If it says northeast corner, just go to the south west corner.
Maybe so but cloning Uber is absolutely not trivial.
How is this backstabbing? Nobody is owned by their employer for life. People change jobs and bring customers with them to their new employer in all types of industries.
I agree, and it makes me wonder how this is going to shake out. In the automotive industry it's very common to have the tier 1s provide LOTS of tech to the OEMs, but it's typically isn't branded. Interiors, infotainment, brakes, etc. It feels like self-driving subsystems will be the same thing.
So, I might not trust Uber-branded systems, but I might trust Apple or Microsoft (Just to use some common brands as placeholders). Would we trust those systems more than the OEM-branded systems?
The first is that self-driving is super difficult, they don't really have the expertise, and a lot of their progress seems to have come from being able disregard proper safety procedures. So to move forward with it they'd need to fess up to investors that it'll take much longer than anticipated and it'll be much more expensive. That'll damage the company value significantly, and it's not really relevant to what the core of the business is doing right now. I actually find it fascinating - Uber has built an app that disrupts the traditional taxi marketplace. Separate to that they've got a division working on a produce to disrupt Uber's current market place.
The second problem is that if they choose not to do autonomous driving their entire business proposition needs re-establishing. Can they actually make money doing what they're currently doing? Or are they doomed to sink huge venture capital sums into acquiring market shares, only to fail to reach a dominant enough position to actually raise prices and make bank. And part two to that question: Can they achieve that profitability and a good enough return to be worthwhile for investors before someone who does succeed in disrupting the taxi business with self-driving cars.
>> Uber first made its interest in self-driving cars public when it hired about 40 researchers and scientists from the National Robotics Engineering Center at Carnegie Mellon University in 2015.
It doesn't sound like "they don't really have the expertise" (per your comment).
Perhaps autonomous driving is even harder than press releases from other, more cautious companies, have led us to believe?
Admitting the tech is a ways out means either 1.) Admitting that they have no idea how they're going to make money or 2.) Admitting that they're going to have to significantly raise prices to both improve per-mile profitability and cover the inevitable associated volume dropoff.
The only real explanation I have for why Uber hasn't accepted the inevitable and jacked up rates is that so many people are feeding at the trough no one wants to be the one to admit that the emperor has no clothes and there's no magic fix for making money at the current rate structure.
What about all of the talent they hired from CMU?
The only thing that could make it happen is a giant like Google/Alphabet investing enough cash to lobby governments to repurpose existing transportation infra to only belong to self-driving cars. But that's also the doorway to a dystopian future where megacorps run entire countries.
I'm usually not a person who's sympathetic to complaints about advances in technology eliminating jobs. Not for a real overall long term gain to society. But autonomous cars putting swaths of people out of work while at the same time taking us in the wrong direction on traffic, emissions, etc. doesn't feel great. Those drivers losing work slowly over time as cities evolve truly better and more sustainable transportation options feels more right.
Aside from the opportunity cost of not furthering public transportation, autonomous cars will drive around aimlessly anytime the cost of fuel is less than the cost of parking. We already have Uber creating waste by idling/driving around between passengers.
On the contrary: making taxis cheaper (which self-driving can do, by eliminating the biggest cost - the driver) makes it much easier to live without owning a car.
If there was no Uber and such, I'd probably have to own a car for the exceptions not covered by public transport. And after paying for the fixed costs anyway, the marginal cost per trip is low, making me more likely to use it over PT.
autonomous cars will drive around aimlessly anytime the cost of fuel is less than the cost of parking
Per the above, cheaper taxis → fewer owned cars → more free parking spaces.
Say public transport covers 95% of my needs. If I have cheap taxis, I'll use public transport most of the time, and cars only 5%.
If I have to buy a car because I can't afford those taxi rides, I might use it for 30% or 40% or more of the trips, since it just costs me a bit of gas (or electricity) - the fixed costs are sunk.
- The monthly payment on the car (if applicable)
- Liability / collision insurance
- Gas
- Tolls
- Parking
- Repairs
- Washes
With this in mind, public transportation is obviously way cheaper than driving – and exclusively using Uber may very well be in some cities, too.But yes, I'd agree with you that many people don't seem to account for those hidden costs when justifying driving over taking public transit in a city that adequately supports it. Hopefully one day soon that will change.
Big-city issues like parking and congestion charging can tip the scales quite a bit, with much better public transport than the rest of the country to compensate.
We could put effort into making them better but it's not as sexy.
Very high densities are both the problem and the solution. They're the problem because under very high density private car ownership is infeasible, and the solution because public transport becomes fast and affordable. If you let it.
2. Not even building, just repurposing. "This road/lane/whatever now SDV only."
3. Trains only run on rails. Trucks that could be run as SDVs on dedicated infrastructure and as human-driven on shared infrastructure tackle the last-mile problem far more efficiently.
4. Trains are built on the "smart infrastructure" paradigm (go straight at the speed which the signals tell you, until the signals tell you to stop); trucks on the opposite "smart vehicles" paradigm (road exists, everything else is your responsibility). This makes a truck rollout far more scalable (as in "just add this road to whitelist").
Trains work for some freight delivery patterns, but not nearly all. Stuff that can go by train for the most part already does.
https://www.bloomberg.com/news/features/2018-07-31/inside-th...
They're already testing with customers! Customers who love the service! They're planning for a roll-out later this year!
https://www.engadget.com/2018/05/08/waymo-snow-navigation/
They can handle rain and snow!
https://www.engadget.com/2018/05/07/mit-maplite-self-driving...
Waymo has solved problem after problem you think they haven't solved yet, for some reason. They've intentionally gone after unpredictable situations and dealt with them.
Look at any video where they explain how it works, and you'll notice how many situations they can manage: https://www.youtube.com/watch?v=LSX3qdy0dFg
And even if Waymo only works on well-mapped cities? That's still far from "can only work if they repurpose existing transportation infrastructure to only belong to self-driving cars" which is the comment I was replying to.
If we take "self driving cars" to mean "cars handling every siytuation", I completely agree that reaching 100% without either restricting the area or modifying the driving environment won't be possible within several decades. But my guess is we never get there because no one will make that investment for such little gain. Completely autonomous driving (handling the things that happen only once in a drivers lifetime) will require so much of human intelligence that if you have that kind of AI there are probably better things to do with it than drive cars around.
And to build a self driving system that can give you a reasonable time to actually assess the situation and respond to it? That's the same system that's 99.9999% reliable.
This is the crux of why self driving cars will simply not work in the foreseeable future unless sequestered to their own tightly controlled road networks.
I don't think the problem will be any situation with short reaction times at all. Nothing at freeway speeds, or situations like the Uber accident. That I think is where autonomous cars will shine, because sensors never get tired and reaction times are great.
The weird things that will happen which I count to the "not going to solve any time soon" category will be when the car comes to a completely snowed over roadworks, in the middle of the night, with the diversion signs completely hidden in snow. Construction workers barely visible in the snowstorm. Are those guys roadworkers or pedestrians? Are they working? Can I pass here? Will I get oncoming traffic because they narrowed it to one lane?
When things this weird happens at highway speeds or anywhere else where reaction is important - humans probably fail too. And at that point it's not really a question of technology but one of trust. Can we allow autonomous car to kill tons of people every year, with the sole excuse that humans would have killed all those people too, and then some? I'm not convinced of that either - I'm only arguing that from a technological standpoint, it should be possible to reach the 99% cars within a rather short timeframe. Those cars may be left on the scrapheap of history because of legal or ethical reasons, however.
In reality it's mostly just the AI expected one thing, and observed another - so something's not working right and it seeks a disengagement. California requires companies to quantify disengagements and most go a step further and specify the reason for the disengagement. I think the reason for this is precisely because of your intuition -- thinking that disengagement means imminent danger. Even for companies with relatively large numbers of disengagements, there were generally 0 that involved any danger whatsoever.
These would be (remote) car pilots, probably specialized in specific areas.
The auto-land disconnect scenario isn't applicable to cars. It happens because jet liners are _flying_ and suddenly ceasing to fly in a jet liner is both very bad and perhaps unavoidable in the absence of enough information to operate the plane within parameters.
In contrast when a car becomes uncertain about what to do it's not flying so _stopping_ is almost always a good choice. It's not ideal, it may block traffic and be a nuisance, it might even cause a small accident of some sort - but it's very likely to end with everybody walking away, not with a burning wreck and dozens of dead.
https://blog.piekniewski.info/2017/05/11/a-car-safety-myths-...
> Now it is important to note that the definition of a "disengagement event" may vary between companies. Most companies report every case in which a human grabs the wheel for any reason. Waymo (*) only reports the events, in which if not for the human intervention the car would actually cause a dangerous situation [read more here]. The way they do it, is for every physical disengagement they gather all the sensor data and next simulate multiple scenarios. If these scenarios lead to a dangerous situation, such event is being reported. According to Waymo in 2016 nine events would have lead to the car hitting an obstacle or another road user, approximately 1/10 of all disengagements they've reported (124). Hence there is such a gap between Waymo and the rest of the pack.
I also think it's hard to generalize from Waymo employees being attentive and general road users achieving the same thing.
Imagine being a software and services company trying to build one of the most mechanically and electronically complex items that humans have ever built with a team that has only built prototypes and not having the war chest of continuing positive cash flow to fund development.
Not even looking at the strategy of it all, this program sounds like it needs to be dumped in favor of partnerships.
This is normal for research isn't it? If someone before you has already built a working version of something, then it isn't research any more. And Uber hires extraordinarily qualified AI researchers doesn't it?
Research tends to ignore the boring but important details that make a product.
But why would they do that, instead of hiring other developers? Surely Levandowski would have an idea of who to hire.
An year or so ago self driving cars would be here anytime now.
Now it’s almost consensus that it’s not for going to happen in the next decade.
If you hear a consensus now, I suspect it's because the din of noise coming from the bulls has finally quieted down and you're able to hear the moderates and bears a little better.
I think there will be a realization soon that the AI hype in general is not going to solve all the problems CEOs and companies are trying to raise money for.
We're past peak hype and sliding into the trough of disillusionment.
780 km (11 hours) at 99% autonomous. https://youtu.be/zljaMjLFqfI
IMO the danger only increases as the autopiloted car approaches 100% coverage asymptotically.
As long as there's an expectation for the human to be able to take control I consider the technology worse than useless.
By not having the human make that decision, you save lives, even if some people arrive home late.
It does raise the point of 'rescue' in certain dangerous conditions like winter storms. Extreme rain in the dark can probably normally be waited out, but snowstorms and other road-closure type conditions probably warrant a different proactive rescue type response if we'll have riders with no driving ability in self-driving cars.
Like anything it should be a graduated phase in. It will handle some of the conditions some of the time, and in time it will get better. It would be like me being frustrated I can't carry on a conversation about philosophy with my Google Home. "... but you said I could talk to it and ask it questions!!!"
This made us so, so cocky. And man, if it's that easy to make a website that opens a webcam and tell you your gender and age to a remarkable degree of accuracy, surely self driving (or even playing Mario Kart well) must be within the next two breaths, right?
A few weeks ago I was driving home from my parents and suddenly found myself diverted off my usual route, off from a motorway. Google maps was not updated and rerouted itself to try to put me back on the normal route, which was to double back and rejoin the motorway before the diversion - if I had followed its instruction I would have been stuck in a loop! Hard to see how a self-driving car would cope with that. I guess part of any diversion in a self-driving future would involve the authorities informing Google about it beforehand.
But it got me thinking of even more unusual events (that are nonetheless not so unusual that a driver wouldn't expect to meet them at least once in their life) - what if you come across a fallen tree blocking the road? A human being could make an executive decision to drive over a footpath or through a field or reverse back up the road a little way if it was safe... how could an automated system hope to cope?
Falling back to the human driver seems a cop out. What if the passenger cannot drive?
Perhaps just a failure of imagination on my part. Some sort of mission control that gets connected to where some remote operations steer you out of difficulty? Or does one just "await rescue"?
I just wonder if self-driving is one of those problems where you can get 95% of it solved, but the remaining 5% remains uncrackable.
It's felt that way to me from the start. I tend to dwell on small details more than necessary and more than I imagine most people do. When I take a drive it's not just a drive to me, it's a series of countless decisions with more ambiguity than I'd trust to an algorithm. "Clean" driving conditions have to be seen as the edge case, not the norm.
I believe the AI that gives us acceptable search results is so far removed from the kind of human cognition that understands the world and reliably resolves everyday ambiguity that we're not only not close, we haven't even started on a track that gets us there.
The problematic part would be something unplanned (ie car crash ahead of you). You can't leave this to other drivers (replacing car hazard button), because it would be very easily attackable to create chaos on the roads.
There are so many problems and corner cases that we could sit all evening and keep coming with more or less exotic ones. Just look at how busy traffic looks like in places like India.
Self-driving is probably #1 on my wishlist (next to true immersive VR), but boy that's HARD problem to solve. Maybe 2040 if companies keep the interest(money) in it.
This is the real issue: https://en.wikipedia.org/wiki/Hubert_Dreyfus%27s_views_on_ar...
>"The company, valued at $62 billion, has racked up billions of dollars in losses since it was founded in 2009 and needs to persuade investors that it can eventually create a sustainably profitable business. The self-driving efforts, which have been losing $100 million to $200 million a quarter, do little to help that case."
Can anyone say or speculate what percentage or Uber's losses are a result of the ATG efforts? Would they be profitable without it now?