RC:
noone1:
AI has moved insanely fast in even the last few years. We're in the early inning of an AI (r)evolution and it's going to make big gains really quick IMO.
Sure, 100% human level autonomy might be decades away, but "good enough" autonomy probably isn't.
I'm not so sure about it but we'll see. Right now, I don't trust that autonomous stuff too much.
"Tesla Is Last In the Driverless Vehicle Race, Report Says"
(18 January 2018)
Navigant Research has compiled a new report on 19 companies working on automated driving systems, and investors may be surprised to see Tesla Inc in dead last place in the driverless car race.
Navigant ranked the 19 major companies developing AV technology based on 10 criteria, including vision, market strategy, partnerships, production strategy, technology, product quality and staying power. According to the report, General Motors Co and Waymo, the auto unit of Alphabet, are the top two AV investment opportunities in the market today.
Tesla and Apple are the two biggest laggards in the AV race, according to Navigant's rankings.
Investors are acutely aware of Tesla's production and distribution disadvantages compared to legacy automakers like GM, but Navigant is also highly critical of Tesla's technology.
"The autopilot system on current products has stagnated and, in many respects, regressed since it was first launched in late 2015," Navigant says in the report, according to Ars Technica. "More than one year after launching V2, Autopilot still lacks some of the functionality of the original, and there are many anecdotal reports from owners of unpredictable behavior."
Tesla's first version of Autopilot relied heavily on technology from Mobileye, but Tesla ended its relationship with Mobileye in 2016. Mobileye has since been acquired by Intel Corp.
Navigant analysts aren't the first to question Tesla's driverless technology. in September, Bernstein analyst Max Warburton said Autopilot 2.0 was way behind schedule and did not have the full range of capabilities that the Mobileye-powered Autopilot 1.0 had.
"While Tesla has many advantages, we believe its self-driving capabilities are exaggerated," Warburton said.
Article Link: https://money.usnews.com/investing/stock-market-news/articles/2018-01-18/tesla-inc-tsla-stock
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"Navigant Research Leaderboard: Automated Driving Vehicles"
Cleantech Market Intelligence
2017 saw a continuing acceleration of the pace of development in the automated driving sector, as many of the companies involved have shifted from a R&D stance to production engineering. With concerns about driver distraction mounting, automated driving is increasingly seen by many as the best solution to eliminating this dangerous trend on the world’s roadways. The number of automated ride-hailing pilot programs has also increased since it has become increasingly clear that mobility as a service will be the primary means of deploying automated vehicles, particularly in the early years of commercialization.
As the technology for taking the human driver out of the control loop matures, the business landscape continues to shift. The cost and complexity of developing and deploying automated driving technologies have driven numerous new partnerships and acquisitions to help achieve scale more rapidly. OEMs and suppliers have recognized the threats to their traditional business models and are working aggressively to leverage the strengths they have to develop new revenue streams. New entrants into the field are recognizing the challenges of establishing manufacturing and distribution infrastructure and are increasingly forming partnerships with incumbents to leverage the strengths that each bring to the challenge.
This Navigant Research Leaderboard evaluates 19 companies developing automated driving systems. These players are rated on 10 criteria: vision; go-to market strategy; partners; production strategy; technology; sales, marketing, and distribution; product capability; product quality and reliability; product portfolio; and staying power. Using Navigant Research’s proprietary Leaderboard methodology, vendors are profiled, rated, and ranked with the goal of providing an objective assessment of their relative strengths and weaknesses in the development and deployment of automated driving technology.
Top 10 Vendors:
1. GM
2. Waymo
3. Daimler-Bosch
4. Ford
5. Volkswagen Group
6. BMW-Intel-FCA
7. Aptiv
8. Renault-Nissan Alliance
9. Volvo-Autoliv-Ericsson-Zenuity
10. PSA
Report Link: https://www.navigantresearch.com/research/navigant-research-leaderboard-automated-driving-vehicles