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They may say that, but OpenAI also said they're not for profit. They say the darndest things. It seems to make much more sense to have a fleet owned and operat

They may say that, but OpenAI also said they're not for profit. They say the darndest things. It seems to make much more sense to have a fleet owned and operated by a corporation. I actually doubt that any company that achieves proper self-driving will sell vehicles. Renting makes much more money, and corporations like money. Do you see Google selling their search engine as software that you can deploy on-premise? Do you see Amazon selling the internet store software? Microsoft was selling Windows and Office, and what do we see? They are trying to move as many customers as they can to the rent model. Logitech mentioned subscription for a mouse. Nobody will sell self-driving cars, if they can make them.

enragedcacti 2y ago
There are going to be a ton of really powerful network effects with large scale robotaxi networks. Rideshare network effects are already pretty strong and the startup costs are much lower than a company having to build and maintain hundreds of thousands or millions of vehicles. The first team with commercially viable wide scale self driving might not jump straight to consumer sale, but the second one will, and if not them the third. On top of that, anyone who wants to scale quickly will have to either be an automaker or play ball with automakers who will have little interest in putting all their autonomy eggs in someone else's basket. Even if an automaker does want to go all-in they will have to contend with dealers who are an extremely powerful political force and who would have a very diminished role in a rental only future. I think its much more likely that we see premium cars for purchase with L2 and advanced safety features at no additional charge and a yearly subscription model for L3/L4 like we see with hands-free and L3 tech from Ford, GM, and Mercedes right now. Even so Ford now offers a one-time purchase option for Blue Cruise so maybe consumers are going to push back on that model as well.
- jauntywundrkind 2y ago
  What's scary so how networks externalize the costs while controlling the profit. Ideally the internet could be host to actual marketplaces, versus the up-in-the-cloud data-keepd that dictate to the down-below dwellers.
skyyler 2y ago
>Do you see Google selling their search engine as software that you can deploy on-premise? They did, until pretty recently. https://en.wikipedia.org/wiki/Google_Search_Appliance https://en.wikipedia.org/wiki/Google_Search_Appliance
dyauspitr 2y ago
Well they are not saying it’s a non profit, self driving cars will very much be for profit, a lot of it.

enragedcacti 2y ago

There are going to be a ton of really powerful network effects with large scale robotaxi networks. Rideshare network effects are already pretty strong and the startup costs are much lower than a company having to build and maintain hundreds of thousands or millions of vehicles. The first team with commercially viable wide scale self driving might not jump straight to consumer sale, but the second one will, and if not them the third. On top of that, anyone who wants to scale quickly will have to either be an automaker or play ball with automakers who will have little interest in putting all their autonomy eggs in someone else's basket. Even if an automaker does want to go all-in they will have to contend with dealers who are an extremely powerful political force and who would have a very diminished role in a rental only future. I think its much more likely that we see premium cars for purchase with L2 and advanced safety features at no additional charge and a yearly subscription model for L3/L4 like we see with hands-free and L3 tech from Ford, GM, and Mercedes right now. Even so Ford now offers a one-time purchase option for Blue Cruise so maybe consumers are going to push back on that model as well.

jauntywundrkind 2y ago
What's scary so how networks externalize the costs while controlling the profit. Ideally the internet could be host to actual marketplaces, versus the up-in-the-cloud data-keepd that dictate to the down-below dwellers.

skyyler 2y ago

>Do you see Google selling their search engine as software that you can deploy on-premise? They did, until pretty recently. https://en.wikipedia.org/wiki/Google_Search_Appliance https://en.wikipedia.org/wiki/Google_Search_Appliance

dyauspitr 2y ago

Well they are not saying it’s a non profit, self driving cars will very much be for profit, a lot of it.