Brad Ideas

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For some time, Tesla has published numbers to suggest that driving is safer with autopilot than it is without it, in that cars have fewer accidents per mile with autopilot on than with it off. The problem is autopilot is mostly on when on the highway, when driving is safer, so this would naturally be the case.

Some new data suggests that it's actually modestly less safe or at best a wash.

So Waymo is going to now work exclusively with Chrysler to automate light commercial vehicles such as the large Promaster van.

I examine the debate between moving people and moving cargo with self-driving tech, and also the nature of what a "partnership" is in the space.

Read the story on Forbes.com Waymo to Automated Chrysler Delivery Vans -- More work and less riding?

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• What does this mean for the battle between tech giants, auto giants and start-ups?
• What are the reasons for the down-turn and who else might fall to it?
• What was the Zoox vision and will Amazon truly follow it, or was this an acquihire?
• What happens if Amazon automates delivery and logistics? Can other retailers compete?

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In EV charging, there's a big contest to see who can be the fastest, with 250KW and 350KW chargers competing with Tesla's superchargers. But charge-really-fast is "gasoline" thinking and it's much more expensive. For the same money, for example, a corporate parking lot would be better served with 40 Level 1 (2KW) chargers and 4 Level 2 (7KW) than 15 Level 2. And a new generation of cheaper 50KW chargers in places we stop for an hour could make more sense than 250kw ones.

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Rumoured for a few weeks, Amazon has now announced it will buy Zoox. The rumoured price is just $1.2B -- a major down-round for Zoox, but still a large investment for Amazon. Amaon says they plan to continue Zoox's robotaxi vision, but I have to suspect they will also do robotic delivery.

The implications are huge. The robotaxi business is bigger than Amazon's retail business. And making their logistics business more robotic -- both long haul and local delivery -- should scare the others involved in traditional retail and delivery.

Many people may not have been aware that Mercedes and BMW planned to pool their self-driving efforts, which made sense as they were pulling back from trying to win that race. Now that deal is off and other deals are on. Read about that, along with news in LIDAR, testing and acquisitions in this Forbes site article:

Robocar News Roundup

Fans of Teslas were surprised to see the brand score dead last in JD Power's new survey of the number of problems people had with their cars.

The biggest reason, perhaps, is that a Tesla is more a computer than a car. And how many computers have you bought that didn't have many software and configuration problems?

Read it in JD Power Report Scores Tesla a Dismal Last

The IIHS (Insurance Institute) released a study claiming that in spite of claims that self-driving cars could prevent 90% of accidents (the ones where the driver is at fault) the number was only 1/3rd, namely the perception errors and impairment cases. I am not sure they could have got it more wrong, and outline this in a new Forbes.com article:

IIHS is wrong in claim that only 1/3rd of crashes can be prevented

So, yesterday in Taiwan a Tesla, claimed to be on Autopilot, smashed in broad daylight on a mostly empty road into a truck lying on its side, almost hitting the driver standing in front of it. While Tesla Autopilot is just driver assist, and not meant to catch everything, it's not great to miss a giant truck and a human. I explore why in my new Forbes site article found in at Tesla in Taiwan crashes

I reported last week about Zoox shopping for a buyer. Now reports have surfaced that Amazon is in negotiations. It's a strange matchup but would still have big consequences. A big push into self-driving by Amazon could upend logistics and retail, but Zoox's efforts at a vehicle custom designed for taxi service might be wasted.

Read about it on Forbes.com at Match and Mismatch of Amazon buying Zoox

In a year when several other companies have slowed development and plans for full robocars, MobilEye's CEO this week indicated they were on track to deploy Robotaxi service in Israel in early 2023, and will follow on with France, Korea and China.

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On May 11, a major event took place in the bitcoin world, yet it had no negative effect on the price of the coin and much less effect on mining than it would seem it should. This event is known as the "halving," and it means the reward for mining bitcoins was suddenly cut in half.

I didn't pick the topic, in spite of having written a bunch on in yesterday, but tomorrow we will do another debate in our "Zoom Tank" on the topic of the good and bad news for roadway public transit.

The main debaters are Jarrett Walker from Human Transit, and Randal O'Toole, the "antiplanner" from Cato Institute who is always full of amazing data.

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