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What does airline competition tell us about robotaxi competition?

A couple of years ago I released my list of factors by which robotaxi companies might compete. Many people wonder if there will be a natural monopoly, limiting us to one or two companies per city, or if we might get more.

Waymo's left turns frustrate other drivers

This week's hot story was again from Amir at The Information and there is even more detail in the author's Twitter thread.

The short summary: Amir was able to find a fair number of Waymo's neighbours in Chandler, Arizona who are getting frustrated by the over-cautious drive patterns of the Waymo vans. Several used the words, "I hate them."

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Tim Kentley-Klay suddenly ousted from Zoox

Some of Zoox's prototypes

A few weeks ago, I published an analysis of the Zoox strategy to produce a custom car. Last week, Zoox decided to fire its founder and CEO, Tim Kentley-Klay, with no warning. Very little has been said, other than:

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Cars will go to the chargers, you don't need to bring the chargers to the cars

This is where your car charges, not at your house

Many of us believe that there's a natural fit between electric drive trains and robocars. It's not required -- you can certainly make robocars driven by gasoline, natural gas, hydrogen or anything else.

Electric has several advantages:

Can travel books enter the 21st century?

When you travel, a whole ton of online resources are available, but there is still great value in the classic guidebook that you pay money for. Free tourist information (particularly from tourist boards) is not acting in your interest. Some of the ad or booking supported travel sites do give independent information (or aggregated user information) but they have their biases as well, and are also full of review-spam.

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Uber might sell its robocar division, Nuro opens first delivery pilot in Scottsdale

Uber might sell self-drive division

The newsletter The Information reports Uber's investors are pushing Uber to sell its self-drive division to some other large player. The division has, of course, been nothing but trouble for Uber, and as I have noted several times, Uber is one of the few large players in this space that doesn't have to build their own tech. They have the #1 brand in selling rides, and selling rides is what the robotaxi business is all about.

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"Grand Science Fiction" -- a proposed description of the best in SF

There have been many efforts (none much of a success) to define Science Fiction and the related genres of fantasy, alternate history and speculative fiction. It might be more useful to examine why the genre exists, and why people come to it, and thus what may (to some) define greatness within it.

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The Spot Market in Parking

There are a lot of parking apps out there. There are apps that:

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Calculating all the externalities of driving

I and many others feel the best way to set urban and transportation policy is to properly price in the "externalities" into our travel, and to remove all other penalties and subsidies. If you can do this, then everybody is incentivized to improve the public good. In particular, entrepreneurs and companies are motivated this way, and it's their job to think of the new things nobody else thought of.

Generic drugs are cheaper than your insurance copay in many cases

In the health care debate, a major complaint is the cost of drugs in the USA compared to other countries. This is normally blamed on the pharma companies or patents, but I've learned that the pharmacies can be a giant part.

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Recent Waymo announcements are slightly underwhelming

Waymo recently announced two new partnerships for their fleet of robotaxis.

The first was with Walmart. Walmart has installed special parking spots in their lots, and will offer people free rides to Walmart to pick up online orders. Only some of the 400 Waymo "Early Riders" will participate, at first.

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The wonderful no-security airport terminal

Recently the TSA indicated it is once again considering having no security on planes under 60 seats at small airports. This is controversial, of course, but many security experts think it is the right course for a number of reasons:

I wish Uber pickup at the airport were instant, like the taxi line

When I get off planes in San Francisco and summon a Lyft or Uber, I usually have to wait 8 to 10 minutes. That's because the airport has forced these companies to force drivers to wait in the "cell phone waiting lot" which is quite far from the terminal. When I don't have checked bags, it's OK because I know this and I summon the car while walking out of the gate, but with bags I have to wait for my bag before I can summon.

Tesla makes a custom neural network chip, is that wise?

Tesla announced it has built its own custom neural network processor to use in Autopilot 3.0 in 2019.

Tesla started mainly using MobilEye's vision chip, but that relationship ended after the first fatality. They have since been using NVIDA GPUs in Autopilot 2.0 and now plan to use their own ASIC.

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Sharing the ride: Less sharing is better for transit, more sharing better for cars

The idea that sharing rides is good has become almost axiomatic in transportation discussions. At conferences I have seen people declare that robocars are pointless if they are not shared -- ie. people who are not travelling together ride together in them. The positive of sharing is so axiomatic that public transit is seen almost as a good in and of itself, rather than a means towards real goals like energy efficiency, low cost, and higher road utilization.

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