Doggydogworld
Active Member
Waymo developed their own LIDARs because Velodyne was waaaay too expensive, and a pain in the ass to boot ("the Comcast of LIDAR", haha). How much does Waymo's 360 degree roof LIDAR cost? We don't know. But open up an Ouster unit - it's just a couple of small chips on a spinner. They price against Velodyne because it's dumb to give money away, but their $24k OS2-64 would cost a few grand at 10k unit volume. Either Waymo is near that price themselves or they are complete idiots for continuing inhouse development instead of doing a deal with someone like Ouster.Show me a $10k 360° LIDAR system that isn't going to kill a fast motorcycle driver that (lawfully) overtakes the FSD car from behind in rain while the car is doing an unprotected left turn...
Additionally, most Waymo LIDAR experience is with ~$75,000 class mechanical LIDARs from Velodyne - which have adequate resolution.
Solid state LIDAR takes us below $1000 and eventually below $100, but as you note performance is not there yet and the time frame to achieve adequate performance is uncertain. This is an issue for consumer cars, though. Robotaxis can easily afford 5-10k.
To go with the motorcycle example: at night a lawfully driving motorcycle will be spectacularly illuminated by its own headlights,...
Unless his light isn't on. Or the motorcycle is a deer. Or a jogger. Heck, cross traffic without headlights is not a corner case. It's very common.
Self-driving cars don't use "LIDAR systems". They use LIDAR+Camera+Radar. With proper engineering, that beats Camera+Radar. Period.LIDAR systems have to illuminate it with their own source of photons, which have several orders of magnitude lower intensity and are also double-distance attenuated and reflection attenuated by having to travel from LIDAR to the motorcycle, reflect from it exactly towards the LIDAR and back.
Or as Elon said it: LIDAR is a local maximum that makes it harder to find the absolute maximum.
Local maximum is just buzzword-ism. If radar was $20k and bulky and LIDAR was cheap/tiny, Tesla would use Camera+LIDAR and Musk would talk about radar's useless "single pixel view".
Tesla can't use LIDAR, so they've come up with a clever approach which might obviate the need for it. That's what makes free markets great - people try different stuff and compete for customers. And Tesla's FSD business model is impossible to beat, and Waymo is trying hard to squander their robotaxi lead. This battle will rage for some time. Meanwhile, cheerleading by tribe members who refuse to acknowledge even a single advantage of the competition's approach gets really old.
Tesla can't use LIDAR, so they've come up with a clever approach which might obviate the need for it. That's what makes free markets great - people try different stuff and compete for customers. And Tesla's FSD business model is impossible to beat, and Waymo is trying hard to squander their robotaxi lead. This battle will rage for some time. Meanwhile, cheerleading by tribe members who refuse to acknowledge even a single advantage of the competition's approach gets really old.