Waymo’s driverless cars are big, expensive, unintelligent, and geo-fenced. They will be phased out. Waymo will have to come up with smaller, cheaper vehicles, and better software to survive in the future market.
Tesla’s Cybercabs are tiny, seat two passengers with loads of luggage space for airport runs, have intelligent AI software, and can drive anywhere, including on highways and dirt roads. They should be introduced next year, and in mass production by 2026.
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FSD is fundamentally different to Waymo’s system. It is trained on billions of miles of real-world driving, and interprets what it sees without the need for precision mapping and lidar.
In the future, Robovans will carry 20 passengers (14 seated) to solve the problem of transporting crowds to/from large venues; 40,000 people will need only 2,000 Robovans (or 1,000 if they can return within the hour for repeat trips). It is misinformation that 40,000 robotaxis will be needed.
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Robotaxis are not exempt from traffic laws, but may be able to take advantage of bus lanes, multiple occupancy lanes, etc.