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lateforwork 4 hours ago

Tesla's Robotaxis are bringing a bad name to the entire field of autonomous driving. The average consumer isn't going to make a distinction between Tesla vs. Waymo. When they hear about these Robotaxi crashes, they will assume all robotic driving is crash prone, dangerous and irresponsible.

crazygringo 3 hours ago | parent | next [-]

> The average consumer isn't going to make a distinction between Tesla vs. Waymo.

I think they do. That's the whole point of brand value.

Even my non-tech friends seem to know that with self-driving, Waymo is safe and Tesla is not.

screye 3 hours ago | parent [-]

Yep. Especially when one of the brands is Tesla.

Once Elon put himself at the epicenter of American political life, Tesla stopped being treated as a brand, and more a placeholder for Elon himself.

Waymo has excellent branding and first to market advantage in defining how self-driving is perceived by users. But, the alternative being Elon's Tesla further widens the perception gap.

ryandrake 3 hours ago | parent [-]

I think the Tesla brand and the Elon brand have always been attached at the hip. This was fine when the Elon brand was "eccentric founder who likes memes, wants to reduce our dependence on fossil fuels, and plans to launch a Mars colony." It only became a marketing problem when he went down the right wing rabbit hole and started sieg heiling on stage.

jmcqk6 29 minutes ago | parent [-]

He has proven to be untrustworthy much longer than his trip down the right wing rabbit hole. For me, it started when he through out the accusation of pedophilia against the cave diver trying to rescue students. And since then it's become clear that he will say whatever he wants without regard for reality in any meaninful way. Whether it was promising FSD over a decade ago, which he still hasn't delivered, lying about video game proficiency, or even his non-sensical statements about twitter technology after he acquired the company, it's clear that he's entered the realm where consequences don't really matter to him and he will say or do whatever he wants. There is no trust to be found there.

3rodents 3 hours ago | parent | prev | next [-]

I’m not so sure. I think Tesla is so tied up in Musk’s personality that Tesla and Waymo aren’t in the same field, likewise with Optimus. Tesla isn’t self-driving, it is Tesla. Especially now that many mainstream vehicles ship with various levels of self-driving, a lot of people have a lot of exposure to it. Tesla has the best brand recognition but they no longer define the product. Tesla is Tesla, Waymo is self-driving.

tiahura 3 hours ago | parent [-]

Most people are able to be more nuanced than your typical hn zealot. They strongly dislike Musk, but are begrudgingly able to give credit where credit is due wrt Tesla, SpaceX, etc.

tomlis 3 hours ago | parent | prev | next [-]

I really don't think that's true. Think Uber vs. Lyft. I know I distinguish between the two even if the experience is usually about the same and people I know where this has come up in conversation generally see Lyft as "off-brand" and a little more skeevy. They only take Lyfts when it's cheaper or quicker than Uber.

I'm probably not the average consumer in this situation but I was in Austin recently and took both Waymo and Robotaxi. I significantly preferred the Waymo experience. It felt far more integrated and... complete? It also felt very safe (it avoided getting into an accident in a circumstance where I certainly would have crashed).

I hope Tesla gets their act together so that the autonomous taxi market can engage in real price discovery instead of "same price as an Uber but you don't have to tip." Surely it's lower than that especially as more and more of these vehicles get onto the road.

Unrelated to driving ability but related to the brand discussion: that graffiti font Tesla uses for Cybertruck and Robotaxi is SO ugly and cringey. That alone gives me a slight aversion.

Rebuff5007 2 hours ago | parent | prev | next [-]

I worked in some fully autonomous car projects back in ~2010. I would say every single company and the industry at large felt HUGE pressure to not have any incidents, as a single bad incident from one company can wreck the entire initiative.

m463 3 hours ago | parent | prev | next [-]

yes, I talk to people and they have confidence in tesla. But then I mention that waymo is level 4 and tesla is level 2, and it doesn't make any difference.

I don't know what a clear/direct way of explaining the difference would be.

SilverElfin 4 hours ago | parent | prev | next [-]

Yep, feels a lot like that submarine that got crushed trying to get to the Titanic a year or two ago. It made the entire marine industry look worse, and other companies making submarines were concerned it would hurt their business.

VTimofeenko 3 hours ago | parent | next [-]

Inb4: not remotely in the marine field, so a genuine question. Would it really make an impact?

Robotaxis market is much broader than the submersibles one, so the effect of consumers' irrationality would be much bigger there. I'd expect an average customer of the submarines market to do quite a bit more research on what they're getting into.

mikkupikku 3 hours ago | parent [-]

Having the whole world meming on rich dudes in submarines could plausibly make the whole industry seem less cool to people with the money to buy even a good submarine. Imagine being a rich dude with a new submarine and everybody you talk to about it snickers about you getting crushed like Stockton. Maybe you'd just buy a bigger yacht and skip the submarine, which you were probably only buying for the cool factor in the first place...

toomuchtodo 3 hours ago | parent | prev [-]

The difference is the OceanGate Titan failure only harmed those who didn't do their due diligence and the grossly negligent owner. The risk was contained to those who explicitly opted in. In this case, Tesla Robotaxis harm others to keep Tesla's valuation and share price propped up. The performance art is the investor relations.

outside1234 3 hours ago | parent | prev | next [-]

This is actually a rational explanation for this. Perhaps Elon wants to sink the whole industry until he can actually build a self driving car like Waymo's.

estearum 2 hours ago | parent | next [-]

Perhaps he's bad at his job

parineum 3 hours ago | parent | prev [-]

He wants to break trust in the whole industry by giving Tesla a massive black eye, undoubtedly hurting their stock and sales significantly, in order to, later, create actual self driving cars into the market that he's already poisoned?

Totally rational.

UltraSane 3 hours ago | parent | next [-]

Elon's drug addled brain doesn't make rational decisions.

outside1234 3 hours ago | parent | prev [-]

Well, admittedly maybe I should have said "rational to Elon on Ketamine"

themafia 3 hours ago | parent | prev [-]

> are bringing a bad name to the entire field of autonomous driving.

A small number of humans bring a bad name to the entire field of regular driving.

> The average consumer isn't going to make a distinction between Tesla vs. Waymo.

What's actually "distinct?" The secret sauce of their code? It always amazed me that corporate giants were willing to compete over cab rides. It sort of makes me feel, tongue in cheek, that they have fully run out of ideas.

> they will assume all robotic driving is crash prone

The difference in failure modes between regular driving and autonomous driving is stark. Many consumers feel the overall compromise is unviable even if the error rates between providers are different.

Watching a Waymo drive into oncoming traffic, pull over, and hear a tech support voice talk to you over the nav system is quite the experience. You can have zero crashes, but if your users end up in this scenario, they're not going to appreciate the difference.

They're not investors. They're just people who have somewhere to go. They don't _care_ about "the field". Nor should they.

> dangerous and irresponsible.

These are, in fact, pilot programs. Why this lede always gets buried is beyond me. Instead of accepting the data and incorporating it into the world view here, people just want to wave their hands and dissemble over how difficult this problem _actually_ is.

Hacker News has always assumed this problem is easy. It is not.

MBCook 3 hours ago | parent [-]

> Hacker News has always assumed this problem is easy. It is not.

That’s the problem right there.

It’s EXTREMELY hard.

Waymo has very carefully increased its abilities, tip-toeing forward little by little until after all this time they’ve achieved the abilities they have with great safety numbers.

Tesla appears to continuously make big jumps they seem totally unprepared for yelling “YOLO” and then expect to be treated the same when it doesn’t work out by saying “but it’s hard.”

I have zero respect for how they’ve approached this since day 1 of autopilot and think what they’re doing is flat out dangerous.

So yeah. Some of us call them out. A lot. And they seem to keep providing evidence we may be right.

bumby 3 hours ago | parent | next [-]

I’ve often felt that much of the crowd touting how close the problem was to being solved was conflating a driving problem to just being a perception problem. Perception is just a sub-space of the driving problem.

Genuine question though: has Waymo gotten better at their reporting? A couple years back they seemingly inflated their safety numbers by sanitizing the classifications with subjective “a human would have crashed too so we don’t count it as an accident”. That is measuring something quite different than how safety numbers are colloquially interpreted.

It seems like there is a need for more standardized testing and reporting, but I may be out of the loop.

themafia 3 hours ago | parent | prev | next [-]

> achieved the abilities they have with great safety numbers.

Driving around in good weather and never on freeways is not much of an achievement. Having vehicles that continually interfere in active medical and police cordons isn't particularly safe, even though there haven't been terrible consequences from it, yet.

If all you're doing is observing a single number you're drastically under prepared for what happens when they expand this program beyond these paltry self imposed limits.

> Some of us call them out.

You should be working to get their certificate pulled at the government level. If this program is so dangerous then why wouldn't you do that?

> And they seem to keep providing evidence we may be right.

It's tragic you can't apply the same logic in isolation to Waymo.

bryanlarsen 3 hours ago | parent | next [-]

Freeways are far easier for a robot to drive on than streets. Driving on freeways would significantly lower Waymo's accident per mile rate.

The difference is that accidents on a freeway are far more likely to be fatal than accidents on a city street.

Waymo didn't avoid freeways because they were hard, they avoided them because they were dangerous.

MBCook an hour ago | parent | next [-]

> Driving on freeways would significantly lower Waymo's accident per mile rate.

Maybe. We don’t know for sure.

You seem to frame that a bit like Waymo is cheating or padding their numbers.

But I see that as them taking appropriate care and avoiding stupid risks.

Anyway as someone else pointed out they recently started doing freeways in Austin so we’ll know soon.

mikkupikku 3 hours ago | parent | prev [-]

Freeway accidents, due to their nature, are a lot harder to ignore and underreport than accidentally bumping or scraping into another car at low speeds. It's like using murder rates to estimate real crime rates because murders, unlike most other crimes, are far more likely to be properly documented.

phainopepla2 3 hours ago | parent | prev | next [-]

Waymo started rolling out freeway trips in some cities late last year

irl_zebra 3 hours ago | parent | prev | next [-]

Elon definitely has this cult of personality around him where people will jump in and defend his companies (as a stand-in for him) on the internet, even in the face of some common sense observations. I don't get the sense that anything you've said is particularly reasonable outside of being lured in by Elon's personality.

mikkupikku 3 hours ago | parent [-]

This is absolutely true. There is a flip side however, where people who dislike Elon Musk will sometimes talk up his competitors, seemingly for no good reason other than them being at least nominally competitors to Musk companies. Nikola and Spinlaunch are two that come to mind; quite blatant scams that have gotten far too much attention because they aren't Musk companies.

Tesla FSD is crap. But I also think we wouldn't see quite so much praise of Waymo unless Tesla also had aspirations in this domain. Genuinely, what is so great about a robo taxi even if it works well? Do people really hate immigrants this much?

largbae 12 minutes ago | parent | next [-]

It isn't about hatred of the human drivers for me. Waymo's service is so safe and consistent that I would trust my 10-yr-old to take a ride in it solo if it were permitted by the ToS. Most Uber/Lyft/etc. rides are just as safe, but due to the inconsistency I would never reach that level of trust.

I don't live in a covered area, but when I am in range I will gladly pay 10-20% more for a Waymo ride than an Uber/Lyft/etc.

MBCook an hour ago | parent | prev | next [-]

I think we’d see praise, but maybe not as much. Every time it’s clear Tesla screwed up it’s an incredibly obvious thing to do to compare them to the number one self driving car out there. Tesla provides such an obvious anchor point for comparisons it’s really hard for Waymo not to come out on top.

What’s so great about a robotaxi even if it works well? It’s neat. As a technology person I like it exists. I don’t know past that. I’ve never used one they’re not deployed where I live.

ericd 25 minutes ago | parent | prev [-]

Kind of like how people maintained that LLMs were trash well past the point where it was obvious that that wasn't true anymore, I often wonder how many people who talk confidently about Tesla FSD have actually used a recent version. Because when we tried a recent FSD and Waymo, we found FSD to be excellent in handling pretty complex scenarios, including one of the worst, a busy airport loop, and we found Waymo to behave a bit weirdly (but still good). But FSD clearly isn't the dumpster fire that people try to make it out to be. v12 was a bit sketchy, and I was too nervous to use it past the first couple of times I tried it, but v14 is great.

UltraSane 3 hours ago | parent | prev [-]

Waymo overall has a FANTASTIC safety record and has been improving steadily. You can't say the same about Tesla's FSD and Robotaxi.

LIDAR gives Waymo a fundamental advantage.

yibg an hour ago | parent | prev [-]

dunning-kruger effect at the corporate level?