Mercedes becomes the first automaker to sell autonomous cars in the U.S.
fortune.com
fortune.com
Ultimately, I don’t think their L3 technology is the groundbreaking part (I think they use Nvidia Drive). It’s that they are willing to take liability inside their ODD. This will be a good experiment to see how liability shakes out for an automaker putting it in the hands of customers to be used conditionally vs someone like Waymo who doesn’t want anyone in the driver’s seat at all.
It’s embarrassing for Tesla because they pretended they had this solved and practically ready to ship eight years ago, started taking customer money; still take customer money on promises of “Real Soon Now”; and yet it’s a bunch of staid old Germans who actually ship it.
Yes it is a very limited, but it is still quite a bit ahead of everyone else and if you're thinking we will get full selfdriving on any roads under any conditions in the near future than I think you're kidding yourself. The failure modes I have observed in driver assist (which is much easier than full self driving) with several car makes, really shows the tech is nowhere close yet.
L3 is 100% the groundbreaking part because it's when the manufacturer has to take liability and it's where people can actually afford it.
I believe in the technology "trickling up" for L3 much more than I believe tech in our million dollar robotaxis trickling down to consumer vehicles.
The simple fact is Mercedes made a massive leap that other manufacturers have not been able too, despite repeat implications they would do so many years ago. The fact that some of the existing L2 systems can even be activated on non-major highways is a farce, and overall this is a lot of waxing poetic about what could be, vs what is.
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> He’s forever talking up hard stuff where the timeline always turns out longer than his prediction - well, he would say that wouldn’t he? Needs to keep people buying shares - albeit balancing that against losing credibility
Actually, I can see why someone saying this stuff with a straight face would assume everyone else is also a fanboy of something.
Those are pretty small numbers and strike me more as them testing the waters. It's neat to see some potential in the space after what felt like a total collapse with Waymo and Tesla especially not living up to expectations. It's not clear how good the tech is here, but it's a political victory for the space if nothing else.
In any case, the Mercedes system is what's known as a conditionally autonomous system. It can drive itself under specific conditions, but a human is still involved in operating the vehicle as soon as it exits that design domain. Waymo (and Cruise) are fully autonomous systems. Humans are not involved in the control loop and the vehicles will stop if they leave their operational domain. Tesla FSD is not an autonomous system at all and requires a human to always be in control.
No OP but there were multiple headlines of Waymo incidents just recently
- https://techcrunch.com/2024/02/13/waymo-recall-crash-softwar...
- https://www.theverge.com/2024/2/7/24065063/waymo-driverless-...
> In any case, the Mercedes system is what's known as a conditionally autonomous system.
Yes, but it's significant progress if it reaches consumer hands. This sounds like the typical Waymo marketing of "you can't get to Level 4 through Level 3". I bought into this at one point, but Waymo and Cruise have demonstrated that going straight to Level 4 with $100k+ (probably much more than that) of sensors and corresponding maintenance doesn't scale.
If other companies thought they’d hitch on to Waymo after they started giving rides in 2017, then that’s on them. Because Waymo has been pretty clear that their scaling is going to be methodical and not instantaneous.
Waymo won't keep a monopoly on this forever. There are still high barriers to entry, but they will fall sooner or later. If there is money to be made, competition will come.
I'm not sure about barriers to entry lowering soon. First off, this is an incredibly hard problem no one else seems to have cracked (and even Waymo has a long way to go). Second, they could help influence regulation that requires extremely high safety records, mandatory sensors, etc. which could make it harder for others to compete. It's all very early though.
"Even if Waymo's schedule slips a few months and it introduces a self-driving car service in the middle of 2018 instead of late 2017, that will still give the company a multiple-year head start over most of its rivals. And it would confound skeptics who insist that full self-driving technology is still years away."
https://www.ft.com/content/3355f5b0-539d-11e8-b24e-cad6aa67e...
Waymo forecast to capture 60% of driverless market
Group’s dominance by 2030 will force carmakers to adopt its technology, says report
Investment bank UBS estimated global revenues from self-driving technology by 2030 will be up to $2.8tn, with Alphabet’s Waymo unit the global leader.
I read the comment as saying that Waymo's product itself is not living up to expectations.
It looks like it's slowly but steadily expanding, at least in sunnier climes, and offering a decent user experience.
Anyway, the question was about expectations - and those came with a timeline.
The mention was of a "collapse" in the space, too-- which can't be true if we're still getting there.
I expect the timeframe of 2030 is when we get most of the way there. Even exponential growth takes time to reach a big world. Most of what Waymo has left to do is rollout.
I don’t really know the numbers but Waymo adds something like 50k worth of hardware into the cars. That is not a viable approach for consumer cars (Mercedes, Tesla, etc).
Waymo driving in SF is way better than human. It's not timid either.
This Mercedes post is marketing - it's not really what people consider autonomous given the constraints.
> "Drivers can activate Mercedes's technology, called Drive Pilot, when certain conditions are met, including in heavy traffic jams, during the daytime, on specific California and Nevada freeways, and when the car is traveling less than 40 mph. Drivers can focus on other activities until the vehicle alerts them to resume control. The technology does not work on roads that haven't been pre-approved by Mercedes, including on freeways in other states."
The above makes it nearly useless and far less useful than what Tesla has been shipping for years imo.
I originally thought autonomous cars would greatly reduce costs but considering the tens of billions dumped into these companies, they can't charge lower prices as they have to recoup investments.
> As of the latest available information, Waymo is not yet profitable. Alphabet’s Q2 2023 earnings report indicated that its “Other Bets” category, which includes Waymo, had revenues of $285 million and an operating loss of $813 million. This was a decrease in operating loss from $1.34 billion in the second quarter of 2022, but still significant. Over the last five years, “Other Bets” has generated $3 billion in cumulative revenue but incurred $20 billion in operating losses, with Waymo constituting the bulk of these losses.
I just don't see the end game. Are marginal rides not profitable even at Uber fates? Uber for instance was losing money because they were taking rev from profitable cities to give incentives and build up drivers in the new markets. But Waymo doesn't have that problem. Is it just GPU spend that they can eventually stop?
The business model is pretty simple. Robotaxis can operate much cheaper than humans and simultaneously provide a better service. Competing at the same cost as existing services makes them massively profitable. You can unlock additional efficiencies through things like fleet management, not supporting unprofitable cities the way Uber has to, vehicles designed for longer service lives and so on. Most companies plan to use that market (and closely associated ones like food delivery) as a profitable beachhead to scale down the technology to the point where it can be applied more ubiquitously in things like consumer vehicles. Some are more vocal about this than others.
Self-driving cars seem like a poor choice of market, since the task is very complex and there are also many people worldwide who are willing to work as drivers.
The sweet spot would be a task that is easy to automate and also doesn't have much human competition. Obviously the OG automation case of assembly lines fits this. LLMs can occupy this space since there are probably more people who can drive a car than can write grammatically correct natural language. I would put self-driving trains in this category as well but that's an outsider's perspective.
In general, it's a mistake to think that selling price has anything to do with the costs. The price is simply what the market will bear. If people are paying Uber $x for a service, waymo would be stupid to price the same service much lower than that. If their costs are much lower, they would rather make that much more profit. If the rider wants a small piece of that pie they can invest in the business (via stocks in the case of Google).
They don't need that kind of bad publicity when potentially the licenses they operate under could be pulled given enough political pressure.
I wouldn't consider current pricing indicative of what it might ultimately be, consider that if aggressive enough google could divert a big portion of the countries car spend to themselves.
It's remarkable how often these significant limitations are ignored.
The difference between SAE Level 3 versus Level 2 is liability, not functionality. Conceptually, it would be relatively simple to create a Level 3 system that only worked in parking lots and never drove over 5 MPH. And yes, such a system would be "Level 3," which naively sounds better than "Level 2" because the number is higher.
But you could compare such a system that works only in parking lots against Tesla's Supervised FSD Level 2 system which controls the vehicle at prevailing speeds on all city streets and highways, executes left and right turns, stops at traffic controls, executes U-turns, parks, and everything else. Tesla doesn't want to assume liability yet because they are still iterating fast. The last few builds have been released about two weeks apart.
The functional domain of a Level 2 system can be significantly greater than a Level 3 system. And that is the case when comparing Tesla Supervised FSD versus Mercedes Drivepilot. It remains commendable for Mercedes to take on liability, but we should not kid ourselves. Doing so is a play for cheap media wins and punchy-sounding milestones like what we see in this article. It's not actually moving autonomy forward in any meaningful way when compared alongside Waymo and Tesla FSD. The scope of the Mercedes system is simply too narrow.
No one’s going to take liability if their technology is not ready for the conditions they want to work in. And no one’s creating systems that only work in 5 mph parking lots just to claim the L3 title. So comparison to hypothetical systems aren’t useful.
I would take a car with reliable, narrow L3 and reliable broad L2 (especially when the L3 is reliable in the most frustrating driving conditions to encounter) over broad pseudo-L3 any day.
Waymos are incredible, but Teslas are a much worse tradeoff than what MB is proposing here in my opinion.
The Mercedes system will absolutely not follow navigation routes, change lanes, execute right and left turns, execute U-turns, stop at traffic controls, and so on. All of which FSD will do.
A broadly capable Level 2 system that is suitable for 99% of driving scenarios (with supervision) is way more interesting than a tightly constrained Level 3 system that is only suitable for <1% of driving scenarios.
Only one of them allows you to take liability.
No it's not. The difference is functionality, proof that the vendor believes they've achieved that difference is most clearly communicated via liability.
> The scope of the Mercedes system is simply too narrow
Producing systems that perform reliably under the prescribed conditions is called "good engineering."
More range and more driving conditions just don’t matter here if I can’t read a book on the way to work then it’s not self driving just advanced cruse control.
Every dollar spent on private cars reduces that infrastructure, and that's not just my own thinking, but also that of car manufacturers, as evident by their lobbying to derail public transit projects.
Further I don’t live in a city so my local government has zero interest in public transportation beyond school buses. We just don’t have the density where it makes any sense. When I did live in a city the issue wasn’t drivers it was the inability to scale roads for local demand. Self driving cars don’t change anything about that equation.
...those same Mercedes cars that have Level 3 also have a much more "powerful" and flexible Level 2 system built in, but this requires to keep a hand on the wheel and pay attention to the road (mentioned towards the end of this video, at around 6:15: https://www.youtube.com/watch?v=ZLz95Gw7g8c)
I would guess the reason for not wanting to assume liability is not their update cadence, but the same reason that made Mobileye fire them as a customer.
If you read the article, they essentially just have Tesla Autopilot with self insurance and driver monitoring removed.
This "landmark achievement" only works on freeways and under 40 mph.
Waymo is better than anyone else out there by a mile. Source: I take one daily.
They just started testing in my city and have humans sitting there not doing anything. So it makes for kind of an uncomfortable ride. Chitchatting with the Uber driver is the worst part of my ride, so I’m looking forward to just robots.
This isn't to say you won't see Waymo cars with drivers/watchers, but most of those seem to be transiting areas were they don't operate.
But there doesn't seem to be even a press release on mbusa.com?
I was pretty thrilled to start using ChatGPT as a math tutor, nowadays I'm just "meeh" (while still using it as a math tutor).
Am I on the hook for accidents?
But L3 has this grey area where you can be notified to take over with sufficient time. IMO, It’s the most ambiguous level of automation. How this will work in practice, I have no idea.
ya sound of an alarm when we get through the traffic and I can actually drive, fine with me, I'll play on my phone
There's debate about this:
http://safeautonomy.blogspot.com/2023/09/no-mercedes-benz-wi...
So this isn't any more of an advancement than Tesla's autopilot, which has been standard in every car for years.
Basically if Tesla decided to self-insure when autopilot is engaged, it would be the same.
Misleading headline. The cars aren't autonomous at all. They have self-insured cruise control under specific restricted conditions.
Isn’t this just a swing of the pendulum to a similarly misleading extreme?
Somewhere between “this car is autonomous” and “not autonomous at all” lies the truth of the matter.
These cars have the capability of driving autonomously under specific conditions. If you drive a lot under those conditions, this functionality may be compelling.
Comparing this to cruise control (the automatic variety of which has been available for many years at this point) also seems quite misleading.
So it's not the same as Tesla. Reading Reddit now that FSD has been available to not just those having bought into the hype has been interesting. It seems more stressful to use than just driving yourself.
Seems to be improved from the previous version, but still requires a ton of interventions every single drive. It’s cool to experience for people who are tech savvy, but nowhere near the realm of being useful and replacing your driving needs.
- manual driving
- supervised autopilot
- unsupervised autopilotThe fact that Tesla doesn't self insure tells you everything you need to know.
Writing that off as some footnote is missing the forest for the trees.
Right now hundreds of thousands American Tesla owners are in their one month free trial FSD month and drive around with it on all kind of streets and weather conditions. There is no one else beside Tesla that is capable of doing this (no, not even Waymo).
It is not only. Tesla is unable to provide same guarantees or does not trust FSD.
I have no idea what you're talking about with Waymo. The disengagement rates are orders of magnitude different. FSD is just simply not the magical secret sauce that you want it to be.
This is not what people think of when they see a headline like this. It's just a bunch of PR bs.
Would a Level 3 system that only navigates parking lots at up to 5 MPH be notable versus a Level 2 system that drove everywhere? For me, a very narrow Level 3 system like Mercedes' is absolutely less interesting versus a very broad Level 2 system like Tesla's. The technical capability of Tesla's system is substantial. How important is taking liability, really, to the bigger picture of increasing the technical capability of autonomy? A narrow Level 3 system is not an entirely empty milestone, of course, but compared to the actual work of increasing driving capability, assuming liability seems like a game played primarily by deploying lawyers, not programmers.
Watch a Tesla FSD 12.3.4 video, then one of Mercedes and see for yourself.
Tesla still has this one [1] up where the "not required driver" had to save the vehicle after it ran off the road into fences and etc numerous times [2] [3].
[1]: https://www.tesla.com/autopilot
[2]: https://www.classaction.org/media/matsko-v-tesla-inc-et-al.p...
[3]: https://www.nytimes.com/2021/12/06/technology/tesla-autopilo...
The continuing problem is that at the end of the day these are just rule-based systems with zero intelligence. They'll work fine 99.9% of the time, and then do something life-threateningly inappropriate in the 0.1% of cases they were not trained to handle.
The only way to make these things as safe as a human driver is to base them on human-level AGI, which is still a long ways off in the future. I don't know if Musk is planning to add his Grok "AI" into the mix, but having a hallucinating chatbot as backup system or driver is not my idea of safety.
Tesla can not do this no matter what they claim they can do. When their system fails is fails spectacularly and no company in their right mind would want to be liable for that.
It doesn't matter what Tesla can do in 80% of the time when it can't do it 20% of the time.
Consistently running down stationary children in the middle of a empty, well-lit road is not exactly what I am looking for in a autonomous vehicle. In my mind that qualifies as somewhere between criminal negligence and depraved indifference to human life.
It does, however, remain to be seen how the Mercedes system fares in its operating domain, so it is prudent to reserve positive judgement until more evidence emerges.
So far, autonomous operation is limited to relatively few situations, but most importantly it includes traffic jams (which is where human drivers quickly lose focus).
I have a feeling there is enough small print to allow them to wiggle out of most situations.
Since algorithms cannot have malice, the only offense left is negligence which for companies usually means a heavy fine and/or legal restraints, maybe prosecution.
And each state has its own set of laws. Dunno why this example popped into my head but - back during COVID when we had the first case in the state of Washington, we said “first case in the U.S.”