Ben W
Chess Grandmaster (Supervised)
The size of the input does not determine the required size of the network. Look at AlphaGo. Tiny input (just a few hundred bits), but a massive network required to process it. Part of the heavy lifting Tesla's network currently does is to effectively construct the lidar point-cloud from the visual inputs. (Not literally, but roughly informationally equivalent.) Feeding the lidar data in directly completely removes the need for the rest of the network to do that part of the information-processing job, so the overall network become much simpler for the same quality final result, despite more bits being fed in. A tiny network is sufficient to read stoplight colors from an image. The difficult part is fusing all the inputs into the 3d map. (Obviously the "control" part of the network remains roughly the same, in terms of what sorts of processing it needs to do, and of course with E2E all these "parts" are entangled together.)I'm just going to have to disagree with you there on multiple counts for multiple reasons. Adding lidar does NOT reduce the compute requirements, because you STILL need camera vision and the corresponding neural networks to do things that lidar is completely and utterly useless for--Reading signs, identifying and determining the color of stoplights, lane markings, etc. So with Tesla's approach, you get all the info you need from the single set of cameras. With Lucid's approach, you need those same neural networks to read signs, identify stoplight colors, etc...but then you have to do all the lidar processing, the radar processing, you need to localize and fuse that information into one coherent picture of the world around you, etc.
The major cost component is one RoboSense lidar unit (not 'N'), with an apparent list price of around $1900. Lucid undoubtedly gets it at a volume discount, and the price should decrease rapidly over time. I believe the rest of the sensors are much cheaper. Even if it's currently a $5k premium over Tesla's sensor array (for a much more "premium" car), it's a fairly minor factor in Lucid's overall financial situation, and again the sensor costs should decrease rapidly over time and with economies of scale.(I do point cloud processing of billions of 3D points from precision measurement hardware for a living, so have a little bit of experience in this area).
I'm willing to bet the incremental cost of 5 radars, N lidars, and the processing sufficient to do the above for an autonomous driving application is going to be significantly north of $1000.
It's impossible to make a profit from day one. A multi-year period of substantial losses is expected for any startup in the EV space. Tesla didn't turn its first full-year profit until 2020, twelve years after delivery of its first cars. Lucid's first deliveries were in 2021, so if they're profitable by 2032 they will be ahead of Tesla by that metric.Yes, of course Lucid is losing money on each car for a whole host of reasons--that's why I said part of. One of Rawlinson's biggest mistakes was that he wanted to get back at Musk so tried to out-Tesla the car. Fine, if you disregard the cost of production you can make a car that outperforms a Tesla. But ultimately you have to make money on the thing, and Rawlinson suffered from the same flaw that most CEOs who try to start a car company suffer from: The inability to recognize that making a profit on the car is key to survival.
Yes, that's the question. (Disagreed though that it's a black hole; Lucid's cars are some of the most compelling out there. Faraday Future, on the other hand...)But the proof is in the pudding. Can't wait to see Lucid's autonomous driving solution in a few years and compare it to Tesla's. That is, if the Saudis haven't decided to stop funding the black hole they're throwing their money into by that point.
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