Source: https://www.dawn.com/news/2026439

Tesla just published analysis on FSD performance over 1bn miles of driving.

Uber President and COO Andrew Macdonald predicted on the 20VC podcast that personal car ownership and driver's licenses could largely disappear within 15 to 20 years. He called the individually owned car "the most inefficient asset that anyone owns," noting it sits idle 98% of the day while depreciating and incurring ongoing costs. Macdonald said a mix of autonomous vehicles, bikes, scooters, and public transportation would replace private ownership. The shift aligns with Uber's strategy of partnering with autonomous vehicle companies like Waymo and Waabi rather than building its own fleet.

Chinese autonomous driving startup Momenta is partnering with automakers to mass-produce Level 3 self-driving vehicles while exploring a consumer-facing subscription model to reshape its business model.

What kind of vehicle will transport you ten years from now? We have collaborated with design students at the Oslo School of Architecture and Design (AHO) to find out.

Tesla had a promo last week (chance to win a ticket to Cybercab) which boosted Tesla's robotaxi app download numbers.

But the ordering has stayed the same otherwise. Here's how it is now (iOS app store).

Waymo: #5 travel app, 242K reviews, 5.0 star average rating.

Zoox: #34 travel app, 25K reviews, 5.0 star average rating.

Tesla: #83 travel app; 5K reviews, 4.9 star average rating.

(To be clear, a 4.9 star rating is very good.)

Someone posted this in another sub. I took the liberty of downloading the footage. Not sure what software version they were running (didn’t say). FSD failed completely seeing the barriers, and the driver clearly was distracted causing an accident with another vehicle.

Took a Zoox ride last night in Las Vegas, Caesars. I love Zoox. However, the cabin smelled so strongly of cigarette smoke or maybe vape smoke. My guess is the previous rider was smoking inside the robot taxi.

The real issue is the Zoox cabin does not have windows so I was not able to ventilate and get some fresh air inside. This was the first time I realized what we are losing as a result of removing the windows. I wish it had a small window panel that could be opened if needed.

Any better solutions ? (Better HVAC maybe?)

OpenAI VP Peter Welinder posted this on X: "Affordable Level 5 self-driving requires AGI and is still at least 5-10 years away. First you need multimodal multiplexed AGI, then you need real-time inference, then on an energy-efficient, low-cost edge chip. Many steps left."

Source: https://x.com/npew/status/2093716574922535092

Personally, I don't agree that you need AGI for L5. But I guess it depends how you define AGI. World models, like what Waymo uses, trained on tons of driving data, are getting better and better every year and showing good signs of eventually getting to L5 imo. I don't consider these world models to be AGI but maybe he does.

He does condition his statement by saying "affordable" L5. So he is not just talking about AI capable of driving everywhere, but also hardware that is energy efficient and low cost. I would agree that we still have some ways to go before AVs are not just capable of driving everywhere but also energy efficient and affordable. But costs are coming down and chips are becoming more powerful and more efficient every year. So I do think we will eventually get to world models big enough and trained well enough that they can handle all driving safely (functionally L5) and be cheap and powerful enough. How many years it will take is hard to say. These types of predictions are always wrong.

Automaker to develop Level 2++ self-driving system, with wider adoption set for 2030

Couple thousand ready to go. How many by EoY ‘27?

Does detection = decision making?

1. Multimodal sensors are indispensable

2. HD maps are a powerful "prior"

3. Fewer, larger models are better

4. You can't build trust with a "black box"

5. Closed-loop simulation reveals more edge cases

6. Every great Driver needs a great Critic

7. Vision language Models improve scene reasoning

8. Our holistic approach shows AI is only as effective as the governance that evaluates it

9. A data flywheel enables continuous improvement

10. There is no substitute for fully autonomous experience

I was looking at the recent data showing a slight dip in weekly paid trips in California, even though the total volume remains massive.

It got me thinking about fleet operating costs: What is the case for or against exempting empty robotaxis from bridge and road tolls?

Every AV company is trying to optimize unit economics, and major players like Waymo have considerable lobbying resources. Why haven't we seen any push or legislative movement in California to waive tolls for deadheading AVs?

Would be great to read everyone’s thoughts on the economic and policy angles here.

"Robotaxi now runs 6am to 10pm, 7 days/week

Unsupervised fleet is a lot bigger

Also, upgraded intelligence in vehicle distribution & routing means you wait less"

From robotaxi on the censored site.

The rollout of robotaxis on the streets of London is unlikely to happen this year, as regulatory and technical hurdles push back the ambitious schedule set out by the UK government.

Only weeks ago Uber and London-based Wayve were granted the first minicab licences in the capital to allow them to offer self-driving taxi rides to paying customers – but with a human safety driver in place, for now – and said they would start trips “later this summer” before a full public launch.

Hi, new here. Curious, what would you rank as your top self driving platform in the US? And why?

I can go first. Haha I wonder if I am going to get hate for this: FSD/Waymo from what I see is the only actually intelligent self driving platforms out there. FSD beats Waymo. Rivian is just starting. Everything else is more enhanced lane centering.