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Old Nov 22nd 2017, 9:57 am   #1126
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Default Re: The world of automation

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Sounding a bit ominous. Could Elon have bitten off more than he can chew?! He does seem to have a working prototype of the roadster, so 'founder funding' isn't as speculative as it could be, but engineering success and commercial success are two different games.
Absolutely. The big shops need to sell hundreds of thousands of units before they even break even, and that's with years of R&D on tried and test tech.

Elon can't even get a few to market.

I think you will be soon finding a few investors cutting Elon loose.
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Old Nov 23rd 2017, 4:41 pm   #1127
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Default Re: The world of automation

https://www.theguardian.com/world/20...ple-to-retrain

I think Phil is being a bit ambitious here by predicting 2021 for widespread driverless, but maybe by 2031. Just retrain is good advice for the million or so UK drivers, a bit short on detail though.
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Old Nov 23rd 2017, 7:26 pm   #1128
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Default Re: The world of automation

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https://www.theguardian.com/world/20...ple-to-retrain

I think Phil is being a bit ambitious here by predicting 2021 for widespread driverless, but maybe by 2031. Just retrain is good advice for the million or so UK drivers, a bit short on detail though.
Not sure he's saying widespread autonomous, but 2021 is the date that most car companies have been targeting for the introduction of driverless. As I've said, I think the uptake from a working autonomous solution from there will be swift - because the push will be for the tech to be on as many cars as possible to recoup R&D, and because those that are on the roads a lot will gain more benefit, and will change cars sooner. By 2030 I expect the issue will be "how do we push these human drivers off the road?"

And that is why Tesla has such a high market cap, and why they will continue to find investment - they are pushing forward more aggressively into the areas which will define transport in the next decade. Model 3 is already set up with robotaxis in mind, they are that much ahead of the curve.
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Old Nov 23rd 2017, 8:02 pm   #1129
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Default Re: The world of automation

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Not sure he's saying widespread autonomous, but 2021 is the date that most car companies have been targeting for the introduction of driverless. As I've said, I think the uptake from a working autonomous solution from there will be swift - because the push will be for the tech to be on as many cars as possible to recoup R&D, and because those that are on the roads a lot will gain more benefit, and will change cars sooner. By 2030 I expect the issue will be "how do we push these human drivers off the road?"

And that is why Tesla has such a high market cap, and why they will continue to find investment - they are pushing forward more aggressively into the areas which will define transport in the next decade. Model 3 is already set up with robotaxis in mind, they are that much ahead of the curve.
This is why Tesla will see investors pull out. There's no point investing in a one trick pony when as you say, other car companies are doing the same.

The other car companies are not one trick pony's.
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Old Nov 23rd 2017, 8:53 pm   #1130
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Default Re: The world of automation

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Not sure he's saying 'widespread' autonomous, but 2021 is the date that most car companies have been targeting for the introduction of driverless. As I've said, I think the uptake from a working autonomous solution from there will be swift - because the push will be for the tech to be on as many cars as possible to recoup R&D, and because those that are on the roads a lot will gain more benefit, and will change cars sooner. By 2030 I expect the issue will be "how do we push these human drivers off the road?"

And that is why Tesla has such a high market cap, and why they will continue to find investment - they are pushing forward more aggressively into the areas which will define transport in the next decade. Model 3 is already set up with robotaxis in mind, they are that much ahead of the curve.
Yes, widespread was a bit of an embellishment, but it will be interesting to see how swift it will be. Such a cultural shift, and many people do actually enjoy driving. One parallel could be automatic versus manual, in theory manual should have faded away decades ago, but so many drivers prefer that extra degree of control. As you say, the car companies will be looking to recoup R&D and achieve economies. I guess it will be insurance rates and running costs that will push most humans off the road.

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Old Nov 23rd 2017, 8:56 pm   #1131
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Default Re: The world of automation

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This is why Tesla will see investors pull out. There's no point investing in a one trick pony when as you say, other car companies are doing the same.

The other car companies are not one trick pony's.
Many investors will be seeing Tesla as the frontrunner of what will be a new industry. A bit premature to anticipate their demise.
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Old Nov 23rd 2017, 10:30 pm   #1132
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Default Re: The world of automation

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Yes, widespread was a bit of an embellishment, but it will be interesting to see how swift it will be. Such a cultural shift, and many people do actually enjoy driving. One parallel could be automatic versus manual, in theory manual should have faded away decades ago, but so many drivers prefer that extra degree of control. As you say, the car companies will be looking to recoup R&D and achieve economies. I guess it will be insurance rates and running costs that will push most humans off the road.
As I've kind of pointed up before, there will be a collection of related factors pushing adoption
  • First and foremost is the push towards robotaxis rather than ownership. Companies want this and for the city dweller and infrequent user it's likely to make a lot of sense. Hence why the realisation that the model 3 already has many of the attributes of a robotaxi as so interesting.
  • Second, the high mileage road users are just the ones to change cars frequently and benefit from a vehicle that can drive itself (driving is a chore). You can see the repmobile being automated so they can do work on the go.
  • Third, the hardware expected varied, but tends towards the cheaply mass producable. Most of the cost is in the R&D for the software, and thus there is a benefit on going mass adoption at sane price points early so you can optimise the income (particularly if you can sell subscriptions for updates).
  • Forth, commuters hate the drive, the stop start. An autonomous vehicle for the commute that took the tedium out of it would have interest, particularly if you could tax deduct the company car.
  • Put the above together and you might well find 10% of the vehicles on the road being autonomous within 3-5 years, but have them doing 30-50% of the road miles.
  • And then there's the trucks, delivery vans, etc.
My guess is the S-Curve on the adoption is going to surprise people with it's speed. About the only fly is regulation and useless politicians clutching their pearls, however it looks like bribes are talking loudly and by the time the tech is ready, the laws will at least be half way there and not a major issue.
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Old Nov 26th 2017, 8:54 pm   #1133
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Default Re: The world of automation

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Such a cultural shift, and many people do actually enjoy driving. car companies will be looking to recoup R&D and achieve economies.
Enjoy the driving ? I think its another attribute they enjoy masked as "driving".

R&D which started 20 years ago is and has been recouped, through the higher models with the foundation technology already in place.

Manual to Automatic comparison? might as well be horse and cart to model T.

Look at adaption of smart phones
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Old Nov 27th 2017, 1:24 am   #1134
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Old Nov 27th 2017, 1:28 am   #1135
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Default Re: The world of automation

I enjoy track days

I dont enjoy stop start motorway or inner city driving congested with pedistrians
.
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Old Nov 28th 2017, 11:14 pm   #1136
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Default Re: The world of automation

Not sure if you can get Channel 4 programs down there in Oz, but there's a very interesting one on AI helpers that's just been aired. It's called "The Robot Will See You Now". Interesting reactions from the participants.
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Old Dec 3rd 2017, 1:28 am   #1137
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Default Re: The world of automation

Looks like if anything the timelines for autonomous vehicles is coming in, not stretching out.

GM lays out driverless car plans

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General Motors laid out its vision for self-driving vehicles and told investors it planned a commercial launch of fleets of fully autonomous robo-taxis in multiple dense urban environments in 2019.
Quote:
“If we continue on our current rate of change we will be ready to deploy this technology, in large scale, in the most complex environments, in 2019”, Ammann said on a conference call.
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Earlier this month, GM announced plans to sell one million electric vehicles a year by 2026.
They make clear that the target is robotaxies, mainly because they think they can coin it in

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lifetime revenue generation of one of its self-driving cars could eventually be in the “several hundred thousands of dollars”. That compares with the $30,000 on average that GM collects today
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Old Dec 10th 2017, 6:41 am   #1138
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Default Re: The world of automation

As an example in grocery warehouse automation fulfilment times are now down to 45 mins from order. being 15 mins sitting in order pool awaiting next 15 min wave. 10 min pick pack 5 min vehicle load. 15 min drive (warehouses situated near end customers).or click and collect 15 mins.

With less drivers going to bricks & mortar easier for more auto cars & trucks.
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