$Tesla (TSLA.US)$$Alphabet-C (GOOG.US)$ Self driving vehicles will be a priority for the incoming presidential administration's appointees at the Department of Transportation, according to reports. That could mean we'll see an explosion of autonomous vehicles on roads across the country over the next few years. In the race to develop fully self-driving cars, there are two clear front-runners today: Tesla and Alphab...
Dan’l
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The problems of LiDAR cost (whether it is Waymo’s vehicles, or the lack thereof with Tesla’s) could be solved by third parties (e.g., $Luminar Technologies (LAZR.US)$ now comes standard on one “uncrashable” Volvo, with another model already in the works). We’re also gonna see a huge increase in AI (and the computing power it requires) that comes built into our cars, and that ain’t gonna be $NVIDIA (NVDA.US)$ or $Alphabet-C (GOOG.US)$ either… there’s small moats around those in these spaces, with alternatives that could provide viable solutions and formidable competition in relatively no time at all. There’s enormous cost and added risk to them that go first, including the potential of becoming little more than mostly forgotten historical footnotes.
bullrider_21
OP
Dan’l
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With new technology, lidar cost will come down and the size will be reduced. Tesla's camera-only system has its problems. And it has no redundancy. If it fails, a crash will result. The problems may be solved with lidars.
Dan’l
bullrider_21
OP
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Absolutely, which makes $Luminar Technologies (LAZR.US)$ a good bet. (Volvo included Luminar’s Iris LiDAR tastefully, as standard equipment ~;-) The new, all-electric Volvo EX90 with Luminar Technology
$Baidu (BIDU.US)$ Baidu's robotaxi service Apollo Go has been granted permission to test in Hong Kong, expanding its operations outside the Chinese mainland. The Hong Kong Transport Department announced yesterday that the first pilot license for autonomous vehicle has been issued, which allows the applicant to conduct a trial of 10 robotaxis on North Lantau. The statement did not mention the name of the applicant, though according to another doc...
搞经济 抄底 加仓
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Is that testing? That kicking their rice bowl. negative effect will come if that takes place. We might see another round of strike soon if so
I have been using$Microsoft (MSFT.US)$products since the late 1980s. Back in those days we need to boot up the PCs using MS-DOS (DOS = Disk Operating System) on 2.5" (then 1.44") floppy disks before we could run any application! I had cut my teeth then doing programming with it's GW-BASIC and had use the DOS text editor to modify the DUNE PC game to control it's sandworms. Through the years, we have progressed from Windows 3.x, Windows 95, Windows 2000, Wind...
$Alphabet-A (GOOGL.US)$Honestly getting tired with this stock already.. Too slow and every bad news brings the stock down another $10. It’s too good of a company that they just wanma break it down hence further affecting the stock.
Dan’l : The problems of LiDAR cost (whether it is Waymo’s vehicles, or the lack thereof with Tesla’s) could be solved by third parties (e.g., $Luminar Technologies (LAZR.US)$ now comes standard on one “uncrashable” Volvo, with another model already in the works).
We’re also gonna see a huge increase in AI (and the computing power it requires) that comes built into our cars, and that ain’t gonna be $NVIDIA (NVDA.US)$ or $Alphabet-C (GOOG.US)$ either… there’s small moats around those in these spaces, with alternatives that could provide viable solutions and formidable competition in relatively no time at all.
There’s enormous cost and added risk to them that go first, including the potential of becoming little more than mostly forgotten historical footnotes.
bullrider_21 OP Dan’l : With new technology, lidar cost will come down and the size will be reduced.
Tesla's camera-only system has its problems. And it has no redundancy. If it fails, a crash will result. The problems may be solved with lidars.
C L7 : Biggest problem with google are its regulatory risks. Once that are cleared, i dont see no reason it wont go up to 300+
Dan’l bullrider_21 OP : Absolutely, which makes $Luminar Technologies (LAZR.US)$ a good bet. (Volvo included Luminar’s Iris LiDAR tastefully, as standard equipment ~;-)
The new, all-electric Volvo EX90 with Luminar Technology