alt Hacker News> if you have experienced the latest FSD, Waymo's and now Rivian's bet is just so obviously the exact wrong bet
I have. It’s wild for anyone to say this.
Waymo works. FSD mostly works, and I seriously considered getting a Tesla after borrowing one last week. But it needs to be supervised—this is apparent both in its attention requirement and the one time last week it tried to bolt into a red-lit intersection.
The state of the art is Waymo. The jury is still out on whether cameras only can replicate its success. If it can’t, that safety margin could mean game over for FSD on the insurance or regulatory levels. In that case, Rivian could be No. 2 to Waymo (which will be No. 1 if cameras only doesn’t pan out, given they have infinite money from Google). That’s a good bet.
And if cameras only works, you’ll still have the ultra premium segment Tesla seems to have abandoned and which may be wary of licensing from Waymo.
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My first instinct is also that Rivian's strategy doesn't make sense. Self-driving is a monumentally hard problem, to be successful you need a world-class engineering and research team, resources and time.
I suspect that when Rivian has an L3 product, Waymo will be already offering an L4 package to car manufacturers.
Waymo operates on guardrails, with a lot more human-in-the-loop (remotely) help than most people seem aware of.
Tesla's already have similar capabilities, in a much wider range of roads, in vehicles that cost 80% less to manufacture.
They're both achieving impressive results. But if you read beyond headlines, Tesla is setup for such more more success than Waymo in the next 1-2 years.