Brad Ideas

Robocars & More

Twitter's decision to no longer take political advertising is causing a stir, and people are calling on Facebook to do the same. Political advertising isn't just an issue now that we've learned that Russians are doing it to screw with elections. It's the sink for almost all the money spent by campaigns, and thus all the money they raise from donors. The reason that people in office spend more than half their time fundraising is they feel they have no choice.

Elon has tweeted that the price to pay today to get future self-drive features will rise to $7,000 tomorrow. I write some more analysis of this offering and its price in light of this increase. If Tesla really pulls off a full self driving product ahead of everybody else, might it be better to just buy the stock and spend some of the profits on the higher price in the future?

Nick Denton was a sleazebag. I knew that within one minute of meeting him, as he described the new web site he was planning, called "Valleywag." He was proud he had learned the name of Larry Page's girlfriend and he could break that story, as if who Larry was dating was worthy news of some kind.

Watching a 3rd party video of a Waymo minivan operating entirely vacant, I was a bit surprised (at 1:05 in the video) when the van did not pause after the video-shooting driver of the other car pulled up next to it by going into the oncoming lane, and then it cut left in front of that car. All very slow and not dangerous, but not what I expected. In the article in comment #1 I link in the video and muse on the issues of handling situations like this.

Tesla released their latest Autopilot safety numbers, and they show a good improvement over the previous quarter.

At the same time, they continue to use strange wording in the report and refuse to answer questions about what their wording means or give the clear statistics that would let us evaluate what the stats really mean.

I get into the numbers in my new article Tesla 3Q numbers are good but still have odd wording

I tried out smart summon on my Tesla yesterday. Both times it got confused and stuck for so long it blocked parking lot traffic and I had to run into it to move it. Videos have surfaced of the cars (gently) hitting things. Even if there it's working well for many people, these results erode confidence in the capability of Tesla's systems. Tesla has driven over its own foot releasing this product in this state, and for nothing, since it's not at all useful.

I'm pleased to announce that Tilt5, an augmented reality company for which I am an investor and advisor, has gone live with its kickstarter today.

With a new California law threatening to classify Uber drivers as employees, I examine if a law like that could really work or Uber can get around it, and also what happens if this makes drivers cost more -- and leads them to a tougher battle against their real competitor, the robotaxi.

Read more in my Forbes.com article If Uber drivers become employees, can uber escape that, plus how they compete with robotaxis

With a new California law threatening to classify Uber drivers as employees, I examine if a law like that could really work or Uber can get around it, and also what happens if this makes drivers cost more -- and leads them to a tougher battle against their real competitor, the robotaxi.

Read more in my Forbes.com article If Uber drivers become employees, can uber escape that, plus how they compete with robotaxis

If you fall asleep while driving with Autopilot, it's not a good idea, but you're much safer than falling asleep in a car that doesn't have it. Since a lot of accidents are caused by falling asleep, could this be the reason for Tesla's claim that driving with Autopilot is much safer than not? Or is that claim itself even valid? I outline the logic and math in my new Forbes site article at:

Tesla's "battery guru" from Halifax, NS released a paper on some new battery cells they have been testing in his lab and getting 6,000 cycles from 0 to 100% on. That's a lot better than today's cells which offer 2000 cycles from 20% to 80% if you are lucky. This could be very big for electric cars, grid storage and it is suggested even robotaxis -- but their needs turn out to be more straightforward than originally thought. But it does bring down the cost.

Because Tesla Autopilot is driving tons of miles it's having accidents, and the NTSB in investigating them. That gives us a window we would not have into what's happening. The NTSB report on a non-injury Autopilot accident came out recently, and let's just learn what Tesla's autopilot didn't perceive.

A recent Ford article on how they clean bug splatter off their LIDAR prompted me to write about how you do redundancy in robocars to deal with the inevitable failure of sensors and other components. It's a software way of thinking, not a "make the hardware more reliable" approach.

Read it at Ford's sensor cleaner keeps it seeing, but how do we handle failures?

A recent Ford article on how they clean bug splatter off their LIDAR prompted me to write about how you do redundancy in robocars to deal with the inevitable failure of sensors and other components. It's a software way of thinking, not a "make the hardware more reliable" approach.

Read it at Ford's sensor cleaner keeps it seeing, but how do we handle failures?

A big question for most EV buyers is how much range they need. It depends on your commute, your driving area and how much you want to take long road trips, and where you want to take them, but most people will be pretty happy with the 200-250 mile range cars that are starting to come out. But do you want to pay extra for more than 300 miles of range and get that long range Tesla?

Here's an article where I outline how to make that decision:

As I've written earlier, Tesla has the ability to load special "search" neural networks into the cars to hunt for things they want to use to train with. In this article on Forbes, I hypothesize the day when there's an Amber Alert, and police ask to load networks to search for the car and people involved, and it quickly works. And then police get a taste for this, not just in the USA but China and other places. Where does it lead and can we stop it?

Some customer satisfaction scores leaked from Waymo and were posted by "The Information." The story depicts the 70% 5-star rating as very much a glass-half-empty story, worrying about the problem rides. I think that's actually a very impressive score, and a sign of great things to come, which I detail in the new Forbes site story at:

Waymo's poor 70% satisfaction rate is actuall

Hyundai has put a solar panel on an electric car. Turns out that's "false green" and may end up using a lot of the solar energy to cool down the car after you park it in the sun. What do the economics on solar panels in cars look like?

See Hyundai puts a solar panel on an EV but it's probably false green