Instead of autonomous cars, we get generative AI out of this last rush of AI advances. Today, when people talk about "AI" as a startup they are talking about using this already existing technology.
Self-driving was always a speculation that the science would advance into engineering within a sm timeframe, which is always a risky bet. I was hugely skeptical, told everyone that would listen that I didn't believe for a second that Musk would ever deliver on self driving. But I'm far more bullish on AI, we actually do have something new here, it just takes a lot of skill, talent, and discovery to deploy it in useful ways.
Then there are those who are using existing generative AI to book revenue today. This includes OpenAI, and other generative AI providers, but it also includes companies like Accenture, which booked $600M in AI consulting last quarter and expects it to continue growing. There's GitHub co-pilot, which is booking revenue.
To be fair, that was almost true. Waymo is doing well, Mobileye is looking good in demos, and even Tesla has a solid L2 system now.
It seems inevitable that this will hit a really dramatic exponential growth phase within the next 2-3 years.
Unless you limit "Self driving" cars to L2, there's no supporting evidence indicating anything like a breakthrough.
Tesla is currently at zero on that dimension. They might get it above zero and grow rapidly in 2-3 years, but I'd give it very low odds.
Waymo OTOH, has increased to 3 fairly difficult areas. It seems extremely likely that their growth rate will increase dramatically sometime within the next 2-3 years. If they don't, there are other competitors with strong technology that might move ahead.
No, it was not even close to "almost true" except for hype from the various hypesters.
Waymo currently operates in TWO areas, not three. Phoenix and San Fran are not "fairly difficult." Come to Michigan in the winter for difficult. Come to Denver in the winter. Waymo has (wisely) selected areas that are either very simple in layout, that have sympathetic governments, or both. And what other competitors are out there with "strong technology"?
Robotaxis are a novelty. Just like the monorail at Disneyland.
If we have to declare that self driving cars “are” a single thing, I’d say it’s manufacturing, not AI.