The California Robocar disengagement reports. They don't tell us a great deal but here is some analysis with tidbits learned from them, and a discussion of why Tesla is missing.
In the study of how much profit Robotaxis can make it's interesting to note that even in the Pandemic year, Didi will make a billion dollar profit from ride hail, while Uber continues to lose money and make people wonder if it can ever be profitable.
Didi's profit suggests the path to robotaxi profitability is attainable. Some more data is at this Forbes site article:
Earlier, AutoX started doing limited tests with staff of a robotaxi service with no safety driver on board in Pingshan, a suburb of Shenzen. Now, this service is available to the general public. No numbers yet, but it shows they have the confidence.
More details at AutoX opens robotaxi service to the public
Gas stations are a business -- they sell gasoline at a profit. But EV charging isn't like that, and almost no EV charging stations are run with the primary goal of selling electricity at a profit to customers.
Some want the business, but will it work? Is this a temporary or permanent situation?
I explore that in my new Forbes site article at Can EV charging be a business?
People don't talk as much about MobilEye (Intel) in the self-driving race, but their strategy is different and interesting, and they are the most established in working with automakers. I have an article discussing some elements of their strategy include a very different approach to sensor fusion and mapping, among other things.
Read my new Forbes site column at MobilEye's strategy to win self driving
It was a much bigger year for Robocars than anybody expected. At the start of the year everybody felt we were in a "robocar winter" with things slowing down and pulling back. Instead, the year showed big milestones and huge valuations.
This year, in addition to my traditional text review, I have done it as a video for those who prefer that. The video can be seen below on Youtube:
So which app will you open to call a ride in the robotaxi world? Uber now will link with Aurora -- but is Uber's position in the ride-selling world unassailable? Will Waymo/Google, Cruise, Amazon/Zoox, Tesla or others win the day? I look at competitive factors in the race to replace selling cars with selling rides.
Uber's self-driving unit (ATG) has been merged/sold to Aurora, a high flying startup with a combined valuation of $10B, but a big drop for Uber and climb for Aurora. I outline the odd nature of the deal in this new article as the robocar news just keeps on coming. It's not winter any more.
See a new Forbes site article at Uber ATG And Aurora Merge To Staggering $10B Valuation
Zoox (now a unit of Amazon) has been secretive about their custom vehicle design, with a reveal set for Dec 12. It was photographed out in the wild yesterday, though, so I have written a new Forbes site column about their design -- similar to a few others, but with diferent LIDAR design and other goodies.
As vaccine approval nears, you've no doubt heard proposals to speed up vaccine testing with what is known as a "challenge" trial, where you deliberately infect volunteers with the virus. This approach is controversial, but has been around for some time. There are already organizations collecting volunteers, and tens of thousands have signed up.
It's only with special guests and staff, but AutoX has followed Waymo in starting a robotaxi service with no safety drivers on board, with all 25 of their vehicles in Shenzen. It means they are getting very confident in their system.
Read more details in a new Forbes site piece at AutoX begins no-safety-driver taxi pilot in Shenzen
A recent Waymo tester has been challenging Waymo cars to pick him up in unusual pickup spots. Some of the times, the problem is probably being solved by a remote human operator giving advice to the car. What many do not understand is that this is not a flaw, but probably the simplest and cheapest way to solve the problem.