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RajD

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Long interview with Marc and Jensen(!) about autonomy planning and future plans. Some additional details about differences between Nuro/Uber vehicle and commercial Gravity cars.
 
I just watched it, and there's no interview with Jensen, just a couple very short snippets of other people's videos.

But, it was worthwhile watching the CEO/CTO of Lucid.
 
lol I know. The picture is super misleading! I wonder where that part of the interview went!

But I was very interested to hear CEO answer as to why there was a Nuro collab and a Nvidia collab on autonomy capabilities and the weirdness of ‘well, we need this faster than you can give it to us Nuro, so we’re going to do both in parallel’.
 
RajD said:
lol I know. The picture is super misleading! I wonder where that part of the interview went!

But I was very interested to hear CEO answer as to why there was a Nuro collab and a Nvidia collab on autonomy capabilities and the weirdness of ‘well, we need this faster than you can give it to us Nuro, so we’re going to do both in parallel’.
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I suspect it's more about the timing of the deals and the business side of things, moreso than the product side.

We already know that the Nuro + Uber + Lucid deal was struck in part b/c of the PIF connections across all these companies, and in many ways is also a partnership of convenience on all sides. It gives Lucid a story about autonomy that they probably wouldn't be able to achieve on their own; Uber gets a Waymo/Tesla-like vehicle to work with (without themselves having to build it, not even clear they'd own these cars), and Nuro also doesn't have to build anything and has some say over the car's hardware.

The Nvidia deal feels more like tying themselves to the latest tech, getting some press and attention, and possibly giving themselves a longer hardware roadmap. In the past ~10 years ever since autonomy really started to be an active part of car tech, every car promises to have "all the hardware needed to be fully autonomous" only to take it back 3 years later. I suspect the Gravity will fall into the same camp.
 
allenmhc said:
I suspect it's more about the timing of the deals and the business side of things, moreso than the product side.

We already know that the Nuro + Uber + Lucid deal was struck in part b/c of the PIF connections across all these companies, and in many ways is also a partnership of convenience on all sides. It gives Lucid a story about autonomy that they probably wouldn't be able to achieve on their own; Uber gets a Waymo/Tesla-like vehicle to work with (without themselves having to build it, not even clear they'd own these cars), and Nuro also doesn't have to build anything and has some say over the car's hardware.

The Nvidia deal feels more like tying themselves to the latest tech, getting some press and attention, and possibly giving themselves a longer hardware roadmap. In the past ~10 years ever since autonomy really started to be an active part of car tech, every car promises to have "all the hardware needed to be fully autonomous" only to take it back 3 years later. I suspect the Gravity will fall into the same camp.
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Yeah, I do agree that it's wise to approach all claims of increased autonomy with a bit of skepticism. As Nvidia has yet to demonstrate an actual production ready system, one has to describe their efforts as still being in the R&D stage. Which means that the future is unknown. A current Gravity might become capable of much more, but it's just as possible they discover they need hardware upgrades that aren't feasible to do to existing customer vehicles. Look at Tesla for repeated examples of rethinking hardware requirements, and even after multiple hardware revisions, they still don't have a road-worthy autonomy system. It is at least a clearer statement of intent to provide more capability for DD Pro customers than I've previously heard from them.
 
TBF, Nvidia is selling the guts of an L2++ system. It's up to some integrator/OEM to setup the hardware and bulid all the other stuff around it. Mercedes claims they'll have it in production by end of this year (2026) - as does Lucid.
So, I guess the race is on? 🤪
 
TahoeMichael said:
Yeah, I do agree that it's wise to approach all claims of increased autonomy with a bit of skepticism. As Nvidia has yet to demonstrate an actual production ready system, one has to describe their efforts as still being in the R&D stage. Which means that the future is unknown. A current Gravity might become capable of much more, but it's just as possible they discover they need hardware upgrades that aren't feasible to do to existing customer vehicles. Look at Tesla for repeated examples of rethinking hardware requirements, and even after multiple hardware revisions, they still don't have a road-worthy autonomy system. It is at least a clearer statement of intent to provide more capability for DD Pro customers than I've previously heard from them.
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It's probably smart to assume that there'll be a non-upgradable hardware revision in the future. That said, between FSD, Waymo and even GM Supercruise, at least we're at the stage where companies are showing how autonomy works in practice, so we know it's technically possible which wasn't true 5 years ago.
 
Car companies are realizing like Tesla has, that FSD-like, Level 2++/Level 3/Level 4 capabilities can be a major sales driver. Ford recently announced that they would be releasing a future Blue Cruise upgrade to Level 3. This will come first to the new planned Universal EV pickup (smaller and cheaper than recently canceled Lightning) in 2027. I think it is not a coincidence that although basic ADAS has been available on ICE cars for many years, the only cars moving toward Level 2++ or above are EVs. Having an ICE car stay in its lane and maintain distance behind car in front is one thing, but dealing with the challenging stop/start, traffic creep, etc. of an urban environment is much better suited to an EV. This may become another incentive towards EV adoption. I have a friend who leans right and is somewhat anti EV (he challenged my logic for getting my Gravity) but he loves the Blue Cruise in his new Ford. Six or so years from now when time to replace his current Ford, he notices that the new Ford EV of that time has Level 4 but the ICE replacement still has basic Blue Cruise, he might change his EV opinions.
 
I much prefer Tesla/Lucid+nVidia’s approach to FSD for any road. GM’s Supercruise and Ford’s Bluecruise being limited to mapped highways - no thanks.
 
Saksak said:
I much prefer Tesla/Lucid+nVidia’s approach to FSD for any road. GM’s Supercruise and Ford’s Bluecruise being limited to mapped highways - no thanks.
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Not the point. And also, the future planned Level 3 Blue Cruise would not be limited to mapped highways and work on surface streets with point to point I think.
 
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