GAWD I tried to stay out of this one. And maybe after this post many of you will tell me I should stuck with that.
I think that part of the issue is Lidar is being painted with a broad brush. As if all sodas were cola and there was no ginger ale, 7-Up or Dr. Pepper.
If lidar is so key to good ADAS, then why has Volvo abandoned it (for now). I have always wondered just how much Lucid actually uses the current lidar on their cars. I have a feeling it was more of a “lidar is getting cheaper so lets put one on our cars and hope we figure out how to optimize it eventually”. Putting lidar on cars also helps justify the very high DDP and DDP2 upgrade costs even though DDP currently is about a good as similar systems from competition that cost 1/3 what Lucid charges for DDP(2).
The key will be when (if) the NVIDIA Alpamayo goes live in Lucid. Hopefully we will have better data in another year or so when more consumer cars with lidar based point-to-point systems start racking up miles on the roads.
The issue with Lidar implementation is two-fold. Maybe more, but definitely two headwinds are cost and integration. The integration piece is where the flavors of soda come to play. All Lidar approaches are not created equal and at least up until now, no automaker has cracked the code on the correct approach to implementation that can survive a business case challenge.
Well if ev’s were so great then gm, ford, and stellantus would not have reduced their commitment to them
So we may as well just go backwards.
The point is that companies do all kinds of things for reasons not always apparent to outsiders.
Three different statements in one sentence. If commitment to EVs was salsa, Stellantis would be mild, Ford would be medium and GM would be spicy. GM CEO Mary Barra has stated on multiple occasions, in public, full diaphragm that EV is the future. The issue is timing to get there. GM has backed off on the 2035 timing originally stated because the current administration knee-capped the incentives for building EVs and batteries in North America. Without those strategic measures, making a short-term wholesale swap from cash register 5-digit profit generating large SUVs to expensive to build EVs would be foolhardy. So now GM is in the mode of carefully navigating continuing the profit machine while still launching new EV product. Very good new EV product.
Ford still has Bill Ford pushing a green agenda but his voice is not as loud as Mary Barra's. Ford is content with being a fast follower. If Ford had truly abandoned EVs we would never see Fathom. Some might say "Fathom was too far along in development to cancel". I would counter by pointing out that the refresh of Lighning was further along, as was Blue Oval City manufacturing complex. Ford pulled the plug on both of those but kept Fathom going. They understand that the market is more appreciative of a low cost small pickup than a full size EV pickup with the compromises that have been surfaced by Lightning, Silverado EV, and Sierra EV.
It's marketing. They put it in and convince you the lidar is the reason they'll have self driving where others will fail. Consumers eat this up. They believe rivian has some advanced self driving hardware when the memory bandwidth (the real limiting factor) is just as bad as everything else on the market.
There is also a technical answer that in the future if some generic AI gets ridiculously efficient and you can run on a very weak computer, then more sensors could possibly unlock self driving in a car that could theoretically not be sensor limited
in the case of say tesla if there is a camera blind spot or camera weakness that can never be overcome
To me this logic is nonsense as you can always manufacture a car faster than you can unlock self driving for consumers.
If the bold part were true then we would be seeing one of the wildest intentional squandering of R&D funds and integration engineering spending in automotive history and auto executive heads would roll. Execs would be fired, companies would fold. Instead, development continues and integration efforts each learn from the most previous failed approach. This is the way technology development sometimes works in the auto industry. I could give countless examples of similar situations on the combustion side, many of which I've had direct hands on. Spend some time researching HCCI and then ask me why we don't see it in market now.
Tesla had 15 years to make this work with just cameras……still doesn’t.
Ahhh, but it does. I've come full circle from despising early deployments of FSD because of a couple near catastrophes to actually admiring it now that it has improved to very high 90 percent ranges and drives better than most humans. And they've done that with cameras only. Super counter-intuitive from my experiences in product development roles, but results are really hard to argue with.
I still fault Tesla, though, for not immediately disallowing engagement of FSD if any cameras are blocked and/or at least notifying the driver that system performance is degraded when cameras are blocked. They do that now, but they did NOT do that as recently as a year ago when my bike on bike rack behind my Model Y confused the camera system into believing it was being tailgating. This resulted in random speeding up and dramatic lane changes to try to avoid the tailgater. Now if I try to engage FSD with a bike on the rack I get a notice that the camera is compromised and FSD is not allowed.
But FSD currently works better than any other commercially available ADAS system on the market (outside of Waymo with its $100K+ sensor suite). Right now, if you want a car capable of point-to-point ADAS here in the US, there is only one choice -Tesla, so to say that it is not working is not accurate. Yes, I really hope that Lucid/NVIDIA are able to leverage their Lidar to create a system better than FSD but only time will tell. Based on Lucid promises of AR HUD and actual delivery, I am a little hesitant to take Lucid at their word when promising future tech. Most of the cars in China that everyone are talking about have multiple Lidar around the car. Lucid, Rivian, Volvo, Mercedes are planning to use just one small forward facing Lidar.
As Shakira once said "results don't lie". That is what she said, isn't it?
It very well could be (and should be) that with optimized sensor fusion and integration, camera + radar + lidar may deliver an even safer and more effective self-driving experience. Logic leads to that conclusion. But that optimization has not happened yet. At least not in a consumer affordable manner, and at the same time, Tesla's FSD has raised the performance bar. Such an integrated system has to come out of the gate with 99.9999% effectiveness. FSD still makes mistakes, but in my family's experience over the last year or so, those mistakes are few and non-critical. Turning into the wrong driveway at a destination..turning right on red where there are signs posted clearly stating it isn't allowed. Stuff like that.
Compared to Waymo? Not taking that cheese. It's like comparing an Apple Watch to a Rolex. Same function, different reason for being.