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That's a very hand wavy argument. How about starting here: > Mario Herger: Waymo is using around four NVIDIA H100 GPUSs at a unit price of $10,000 per vehicle
by davedx 2y ago
That's a very hand wavy argument. How about starting here:
> Mario Herger: Waymo is using around four NVIDIA H100 GPUSs at a unit price of $10,000 per vehicle to cover the necessary computing requirements. The five lidars, 29 cameras, 4 radars – adds another $40,000 - $50,000. This would put the cost of a current Waymo robotaxi at around $150,000
There are definitely some numbers out there that allow us to estimate within some standard deviations how unprofitable Waymo is
- jsnell 2y ago(That quote doesn't seem credible. It seems quite unlikely that Waymo would use H100s -- for one, they operate cars that predate the H100 release. And H100s sure as hell don't cost just $10k either.) You're not even making a handwavy argument. Sure, it might sound like a lot of money, but in terms of unit profitability it could mean anything at all depending on the other parameters. What really matters is a) how long a period that investment is depreciated over; b) what utilization the car gets (ot alternatively, how much revenue it generates); c) how much lower the operating costs are due to not needing to pay a driver. Like, if the car is depreciated over 5 years, it's basically guaranteed to be unit profitable. While if it has to be depreciated over just a year, it probably isn't. Do you know what those numbers actually are? I don't.
- sashank_1509 2y agoI know for a fact Waymo uses TPU’s not GPU, maybe it is equivalent to 4 H100’s but TPU vs GPU is somewhat apples vs oranges