Brad Ideas

Robocars & More

In EV charging, there's a big contest to see who can be the fastest, with 250KW and 350KW chargers competing with Tesla's superchargers. But charge-really-fast is "gasoline" thinking and it's much more expensive. For the same money, for example, a corporate parking lot would be better served with 40 Level 1 (2KW) chargers and 4 Level 2 (7KW) than 15 Level 2. And a new generation of cheaper 50KW chargers in places we stop for an hour could make more sense than 250kw ones.

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Rumoured for a few weeks, Amazon has now announced it will buy Zoox. The rumoured price is just $1.2B -- a major down-round for Zoox, but still a large investment for Amazon. Amaon says they plan to continue Zoox's robotaxi vision, but I have to suspect they will also do robotic delivery.

The implications are huge. The robotaxi business is bigger than Amazon's retail business. And making their logistics business more robotic -- both long haul and local delivery -- should scare the others involved in traditional retail and delivery.

Many people may not have been aware that Mercedes and BMW planned to pool their self-driving efforts, which made sense as they were pulling back from trying to win that race. Now that deal is off and other deals are on. Read about that, along with news in LIDAR, testing and acquisitions in this Forbes site article:

Robocar News Roundup

Fans of Teslas were surprised to see the brand score dead last in JD Power's new survey of the number of problems people had with their cars.

The biggest reason, perhaps, is that a Tesla is more a computer than a car. And how many computers have you bought that didn't have many software and configuration problems?

Read it in JD Power Report Scores Tesla a Dismal Last

The IIHS (Insurance Institute) released a study claiming that in spite of claims that self-driving cars could prevent 90% of accidents (the ones where the driver is at fault) the number was only 1/3rd, namely the perception errors and impairment cases. I am not sure they could have got it more wrong, and outline this in a new Forbes.com article:

IIHS is wrong in claim that only 1/3rd of crashes can be prevented

So, yesterday in Taiwan a Tesla, claimed to be on Autopilot, smashed in broad daylight on a mostly empty road into a truck lying on its side, almost hitting the driver standing in front of it. While Tesla Autopilot is just driver assist, and not meant to catch everything, it's not great to miss a giant truck and a human. I explore why in my new Forbes site article found in at Tesla in Taiwan crashes

I reported last week about Zoox shopping for a buyer. Now reports have surfaced that Amazon is in negotiations. It's a strange matchup but would still have big consequences. A big push into self-driving by Amazon could upend logistics and retail, but Zoox's efforts at a vehicle custom designed for taxi service might be wasted.

Read about it on Forbes.com at Match and Mismatch of Amazon buying Zoox

In a year when several other companies have slowed development and plans for full robocars, MobilEye's CEO this week indicated they were on track to deploy Robotaxi service in Israel in early 2022, and will follow on with France, Korea and China.

Analysis is at MobilEye reaffirms prediction of robotaxi service by 2022

On May 11, a major event took place in the bitcoin world, yet it had no negative effect on the price of the coin and much less effect on mining than it would seem it should. This event is known as the "halving," and it means the reward for mining bitcoins was suddenly cut in half.

I didn't pick the topic, in spite of having written a bunch on in yesterday, but tomorrow we will do another debate in our "Zoom Tank" on the topic of the good and bad news for roadway public transit.

The main debaters are Jarrett Walker from Human Transit, and Randal O'Toole, the "antiplanner" from Cato Institute who is always full of amazing data.

After the short debate, the four sharks, including yours truly, tear into the debaters and their arguments, and then the audience has a go.

Earlier I wrote about how EasyMile had to stop operations after a sudden stop in one of their vehicles gave minor injuries to a passenger.

Today they announced their plan to resume operations. It includes seatbelts and education. It's a start, but I wonder if the whole idea of "stops" is the problem. Stops are inherent in the 20th century thinking that surrounds public transit. Big vehicles need to make lots of stops picking up and dropping off passengers. But that's a problem if you expect the vehicle not to start until everybody has their seatbelt on!

Everybody shut down testing during the Covid crisis. It's not over but now Waymo and others are getting back on the road, testing vehicles with nobody inside, with one safety driver, and sometimes with two. Yes, delivery and rides are essential services, but what are the issues around this?

Read some thoughts at Forbes's site in Waymo and others resume testing

I've known Zoox since before it began and their vision has always been bold. In a possible hiccup, the downturn has led them to shop around for a potential buyer if they can't get more investment.

I analyse what this means in my story Zoox searches for a buyer on the Forbes site.

Many people opposed to lockdowns feel they are an improper state interference with our liberty. Possibly an unconstitutional one, particularly in the case of religious gatherings.

Zoox is the $1B funded startup trying to build a radical design self-driving car. Last week they released a video of an hour long drive through Las Vegas, going through pick-up zones in hotels and the airport. The car does a number of impressive things, but at the same time, showing these things and an hour of driving are only the tip of the iceberg of what you need to do, making the video unimpressive at the same time.

In this new article, I go into what goes on in the video, and what it means.