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>I would expect that regulators will require them on all cars That assumes that suppliers are available to affordably add it. So far Tesla is the only company
by heaney-555 1mo ago
>I would expect that regulators will require them on all cars
That assumes that suppliers are available to affordably add it.
So far Tesla is the only company remotely close to unsupervised self-driving that doesn't add $1000s to the BoM cost of the car.
- Kirby64 1mo ago> So far Tesla is the only company remotely close to unsupervised self-driving that doesn't add $1000s to the BoM cost of the car. What makes you think it doesn't? All those cameras, the expensive chips and cooling for them, and redundancy for all the systems don't come free.
- foobazgt 1mo agoFor a Tesla, the estimates are around $2K. For a Waymo, the same estimates are ~$25K (down from $125K!!!). There's not a clear timeline for Waymo-style kit at a price consumers can afford and in a form factor they'd accept. (FWIW, the business story for Waymo has never been about its hardware making its way to consumers. It's always been about whether Waymo continues to run its own taxi service or leases out hardware and operations to other taxi businesses).
- Kirby64 1mo agoNot sure I'd agree that the Tesla estimate is accurate for the truly driverless versions they've started releasing in Austin. Maybe for the standard ones you can buy. There's reporting on the additional telematics packs that have been added to Model Y cars in their Robotaxi fleet, so who knows what that costs.
- heaney-555 1mo agoCybercab has double the RAM and a bit more memory bandwidth, but otherwise it's the same 8 external mono RGB cameras. It's maybe $1.5K of BoM total for the chip, memory, and cameras.
- bluecalm 1mo agoTesla is also able to save on components that are no longer needed: steering wheel and steering column, rear window mirror, control to change gears etc. I wouldn't be surprised if it's cheaper to make those cars than standard ones.
- heaney-555 1mo ago>For a Tesla, the estimates are around $2K Where are you seeing this? The estimates I've seen all land around $1K.
- jojobas 1mo agoTeslas also require a couple of OoMs more interventions driving the same distance than Waymos.
- heaney-555 1mo agoThere is no such data for Cybercab (AI4.5). We only have data on that for AI4.
- tzs 1mo agoThe God's Eye B system of BYD adds under $600 to the BoM. The 5 millimeter-wave radars and 12 ultrasonic sensors are $100-150. LiDAR is $150-200. The 12 cameras, control unit, and 300 TOPs of computing is $150-200. This computing is comparable to what Tesla puts on their consumer cars, and the sensors suite is much more extensive. (The current robotaxis have about the same computing power as the consumer cars but a lot more RAM).
- heaney-555 1mo agoRight, but God's Eye B isn't anywhere near good enough for unsupervised self-driving. The hardware isn't the issue; the software just isn't in the same league as Tesla FSD.
- tzs 1mo agoYou were talking about the hardware costs to support self-driving. The God's Eye B compute hardware is similar to the compute hardware in current consumer Tesla cars and the sensor hardware is a superset (more cameras plus LiDAR, radar, and ultrasonics), but adds less than $600 to the BoM, which shouldn't be a major barrier to it being mandated on new cars once the software is up to the task.