3 ms·
It doesn't make economic sense to automate trains and airplanes because 1. Much smaller part of the cost and 2. Very high stakes. Driving is high stakes too of
by martindbp 4y ago
It doesn't make economic sense to automate trains and airplanes because 1. Much smaller part of the cost and 2. Very high stakes.
Driving is high stakes too of course but two orders of magnitude less so.
That said, we are seeing massive amounts of money being made in ADAS systems (Tesla FSD, MobilEye) while robotaxi plays are losing billions. Self driving cars will grow out of increasingly capable ADAS systems rather than robotaxis because they are already profitable and there's a gradual path to full autonomy. In the coming recession I expect most robotaxi companies to go under (Argo being the first yesterday), with Waymo being perhaps the only player left. Even Waymo may have to reduce spending quite a bit if Google is facing headwinds.