Sub-$200 Lidar could reshuffle auto sensor economics (spectrum.ieee.org)

363 points by mhb 4 days ago

zelphirkalt 11 hours ago

Since lidar has distance information and cameras do not, it was always a ridiculous idea by a certain company to use cameras only. Lidar using cars are going to replace at least the ones that don't make use of this obvious answer to obstacle detection challenges.

runjake 6 hours ago

Karpathy provided additional context on the removal of LiDAR during his Lex Fridman Podcast appearance. This article condenses what he said:

https://archive.is/PPiVG

And here's one of Elon's mentions (he also has talked about it quite a bit in various spots).

https://xcancel.com/elonmusk/status/1959831831668228450?s=20

Edit: My personal view is that LiDAR and other sensors are extremely useful, but I worked on aircraft, not cars.

willio58 6 hours ago

Based on that list it boils down to 2 things it seems:

- cost (no longer a problem)

- too much code needed and it bloats the data pipelines. Does anyone have any actual evidence of this being the case? Like yes, code would be needed, but why is that innately a bad thing? Bloated data pipelines feels like another hand-wave when I think if you do it right it’s fine. As proven by Waymo.

Really curious if any Tesla engineers feel like this is still the best way forward or if it’s just a matter of having to listen to the big guy musk.

I’ve always felt that relying on vision only would be a detriment because even humans with good vision get into circumstances where they get hurt because of temporary vision hindrances. Think heavy snow, heavy rain, heavy fog, even just when you crest a hill at a certain time of day and the sun flashes you

atonse 6 hours ago

dzhiurgis 26 minutes ago

c7b 2 hours ago

AnotherGoodName 6 hours ago

The points linked repeatedly focus on cost and complexity as justification, even explicitly stating musks desire to minimise components in Kaparthy’s list.

They don’t focus on safety or effectiveness except to say that vision should be ‘sufficient’. Which is damning with faint praise imho.

If that link was to try and argue that the removal of sensors makes perfect sense i have to point out that anyone that reads that would likely have their negative viewpoint hardened. It was done to reduce cost (back when the sensors were 1000’s) and out of a ridiculous desire by Musk for minimalism. It’s the same desire that removed the indicator stalk i might add.

runjake 5 hours ago

kappi 3 hours ago

Instead of betting on RADAR and LIDAR HW getting better and cost going down, they went with vision only approach. Everybody in this field knows the strengths and weakness of each system. Multi-modal sensor fusion is the way to go for L4 autonomy. There is no other way to reduce the risk. Vision only will never be able to achieve L4 in all the weather conditions. Tesla may try to demonstrate L4 in limited geography and in good weather conditions but it won't scale.

galangalalgol 11 hours ago

The reasoning is cynical but sound. If the system uses only the sensing modes people have, it will make the mistakes people do. If a jury thinks "well I could have done that either!" You win. It doesn't matter if your system has fewer accidents if some of the failure modes are different than human ones, because the jury will think "how could it not figure that out?"

estearum 10 hours ago

I don't think that's the reasoning.

The reasoning was simply that LIDAR was (and incorrectly predicted to always be) significantly more expensive than cameras, and hypothetically that should be fine because, well, humans drive with only two eyes.

Musk miscalculated on 1) cost reduction in LIDAR and 2) how incredible the human brain is compared to computers.

Having similar sensors certainly doesn't guarantee your accidents look the same, so I don't think your logic is even internally sound.

seanmcdirmid 9 hours ago

wyldfire 6 hours ago

Gee101 an hour ago

kevlened 7 hours ago

klabb3 9 hours ago

lazide 9 hours ago

mytailorisrich 10 hours ago

naravara 7 hours ago

cyanydeez 10 hours ago

szundi 10 hours ago

bluGill 10 hours ago

Until a lawyer points out other cars see that. My car already has various sensors and in manual driving sounds alarms if there is a danger I seem not to have noticed. (There are false alarms - but most of the type I did notice and probably should have left more safety margin even though I wouldn't hit it)

also regulators gather srastics and if cars with something do better they will mandate it.

small_model 10 hours ago

Very recent issue with Waymo https://dmnews.co.uk/waymo-robotaxi-spotted-unable-to-cross-.... This is 17 years after they bet the farm on LIDAR, with no signs its ever going to be cost effective or that it's better than multiple cameras, with millisecond reaction 360 degrees, that never gets tired, drunk, distracted, and also has other cheaper sensors and NN trained on Billions or real world data.

jeltz 9 hours ago

RobotToaster 9 hours ago

WarmWash 9 hours ago

veltas 9 hours ago

idiotsecant 9 hours ago

georgeecollins 7 hours ago

It is sound to think that cameras plus an accelerometer, plus data about about the car and environment (that you get from your ears) ought to be able to mimic and improve on human driving. However humans general purpose spatial awareness and ability to integrate all kinds of general information is probably really hard to replicate. A human would realize that an orange fluid spilling across the road might be slippery, guess the way a person might travel from the way their eyes are pointing...

It may just be faster to make lidar cheap. And lidar can do things humans can't.

lesuorac 4 hours ago

IIUC, the cameras in a Tesla have worse vision (resolution) at far distances than a human. So while in the abstract your argument sounds fine; it'll crumble in court when a lawyer points out a similar driver would've needed corrective lens.

bko 8 hours ago

Most accidents happen because people are human, aren't paying attention, are inebriated, not experienced enough drivers, or reckless.

It's not fair to say that vision based models will "make the same mistakes people do" as >99% of the mistakes people make are avoidable if these issues were addressed. And a computer can easily address all those issues

jeltz 8 hours ago

xnx 9 hours ago

This is a new and flawed rationale that I haven't heard before. Tesla cameras are worse (lower resolution, sensitivity, and dynamic range) than human eyes and don't have "ears" (microphones).

peterfirefly 7 hours ago

lazide 9 hours ago

Pretty hard to do if your whole selling point is ‘better and safer than human’ however?

nlitened 10 hours ago

As I understand, lidars don't work well in rain/snow/fog. So in the real world, where you have limited resources (research and production investment, people talent, AI training time and dataset breadth, power consumption) that you could redistribute between two systems (vision and lidar), but one of the systems would contradict the other in dangerous driving conditions — it's smarter to just max out vision and ignore lidar altogether.

RobotToaster 9 hours ago

> lidars don't work well in rain/snow/fog.

Neither do cameras, or eyeballs.

dsr_ 9 hours ago

0_____0 7 hours ago

Zigurd 7 hours ago

No, it isn't "smarter." Camera-only driving is the product of a stubborn dogmatic boss who can't admit a fundamental error. "Just make it work" is a terrible approach to engineering.

RockRobotRock 7 hours ago

zozbot234 9 hours ago

Why does this matter? You have to slow down in rain/snow/fog anyway, so only having cameras available doesn't hurt you all that much. But then in clear weather lidar can only help.

nlitened 8 hours ago

brk 7 hours ago

Nothing works perfectly in all conditions and scenarios. Sensor fusion has been the most logical approach now, and into the foreseeable future.

Computer vision does not work exactly like human vision, closely equating the two has tended to work out poorly in extreme circumstances.

High performance fully automated driving that relies solely on vision is a losing bet.

philistine 7 hours ago

Why does that strategy absolutely require the lidar to be absent from the car? When was less technology the solution to a software problem?

mrguyorama 4 hours ago

zemvpferreira 9 hours ago

Limited resources? Billions per year are being thrown at the base technology. We have the capital deployed to exhaust every path ten times over.

nlitened 8 hours ago

heisenbit 9 hours ago

The Swiss cheese model would like to disagree.

Yossarrian22 8 hours ago

When you have sensor ambiguity sounds like the perfect time to fail safely and slow to a halt unless the human takes over.

theappsecguy 8 hours ago

Do cameras work well in those conditions? Nope. Also cameras don't work well with certain answer of glare, so as a consumer I'd rather have something over-engineered for my safety to cover all edge cases...

lazide 7 hours ago

Evidence clearly shows otherwise.

Also, military sensor use shows the best answer is to have as many different types of sensors as possible and then do sensor fusion. So machine vision, lidar, radar, etc.

That way you pick up things that are missed by one or more sensor types, catches problems and errors from any of them, and end up with the most accurate ‘view’ of the world - even better than a normal human would.

It’s what Waymo is doing, and they also unsurprisingly, have the best self driving right now.

idiotsecant 9 hours ago

This is silly. Cameras are cheap. Have both. Sensors that sense differently in different conditions is not an exotic new problem. The kalman filter has existed for about a billion years and machine learning filters do an even better job.

nlitened 8 hours ago

uyzstvqs 3 hours ago

It's not that simple. Cameras don't report 3D depth, but these AI models can and do pick up on pictorial depth cues. LiDAR is incredibly valuable for collecting training and validation data, but may also make only an insignificant difference in production inference.

pwarner 8 minutes ago

Stereo cameras? My 2015 Subaru has them to detect obstacles and it works great.

Someone 10 hours ago

> Since lidar has distance information and cameras do not, it was always a ridiculous idea by a certain company to use cameras only

Human eyes do not have distance information, either, but derive it well enough from spatial (by ‘comparing’ inputs from 2 eyes) or temporal parallax (by ‘comparing’ inputs from one eye at different points in time) to drive cars.

One can also argue that detecting absolute distance isn’t necessary to drive a car. Time to-contact may be more useful. Even only detecting “change in bearing” can be sufficient to avoid collision (https://eoceanic.com/sailing/tips/27/179/how_to_tell_if_you_...)

Having said that, LiDAR works better than vision in mild fog, and if it’s possible to add a decent absolute distance sensor for little extra cost, why wouldn’t you?

tsimionescu 9 hours ago

Human/animal vision uses way more than parallax to judge distances and bearings - it uses a world model that evolved over millions of years to model the environment. That's why we can get excellent 3D images from a 2D screen, and also why our depth perception can be easily tricked with objects of unexpected size. Put a human or animal in an abstract environment with no shadows and no familiar objects, and you'll see that depth perception based solely on parallax is actually very bad.

larsnystrom 10 hours ago

Human eyes are much better than cameras at dealing with dynamic range. They’re also attached to a super-computer which has been continuously trained for many years to determine distances and classify objects.

dymk 5 hours ago

> Human eyes do not have distance information

Single human eyes do resolve depth perception. Not as good as binocular vision, but you don't loose all depth perception of you lose an eye.

https://en.wikipedia.org/wiki/Monocular_vision

dumbfounder 10 hours ago

I don’t like the comparison between humans and humans. Humans don’t travel around at 100mph in packs of other humans. Why not use every sensor type at our disposal if it gives us more info to make decisions? Yes I understand it’s more complicated, but we figure stuff out.

idiotsecant 9 hours ago

Let me know when you have a camera package with human eye equivalency.

DonsDiscountGas 28 minutes ago

Humans don't have explicit distance sensors either. When LIDAR sensors were $20k+ I think it made a lot of sense to avoid them.

spyder 10 hours ago

Yea, even in the case they could match human level stereo depth perception with AI, why would they say "no" to superhuman lidar capabilities. Cost could be a somewhat acceptable answer if there wouldn't be problems with the camera only approach but there are still examples of silly failures of it. And if I remember correctly they also removed their other superhuman radar in their newer models, the one which in certain conditions was capable of sensing multiple cars ahead by bouncing the signal below other cars.

peterfirefly 7 hours ago

Because they don't have superhuman LIDAR. They never did. Nobody ever did. LIDAR input is not completely reliable so what do you do then?

MengerSponge 6 hours ago

radial_symmetry 8 hours ago

I'm not an expert on ML vision, but I do have a Tesla and it seems to be able to tell how far away things are just fine. I'm not sure what would be wrong with the vision system that lidar needs to fix.

thinkcontext 2 hours ago

How do you explain the reports of Robotaxis running into fixed objects? If what you are saying is true that shouldn't be able to happen.

https://electrek.co/2026/02/17/tesla-robotaxi-adds-5-more-cr...

tw04 8 hours ago

The phantom braking issue with auto pilot tells me it can’t. A shadow from a tree doesn’t trigger your brakes locking up at 70+ mph when there’s a lidar sensor to tell you it’s not a physical object.

“Just buy FSD” isn’t a reasonable answer to a problem literally no other automaker suffers from.

ubercore 7 hours ago

DustinBrett 6 hours ago

Luckily everyone else in the comments is an expert. And also doesn't recognize that Tesla's already drive themselves and did not need Lidar. They also mischaracterize the reasoning.

xpe 7 hours ago

> I'm not sure what would be wrong with the vision system that lidar needs to fix.

This conversational disconnect is as old as the hills:

1. Person 1 asks "what's wrong" (if it ain't broke don't fix it)

2. Person 2 wants to make something better

My meta-goal here on HN (and many places where people converse) is for people to step back and recognize the conversational context and not fall into the predictable patterns that prevent us from making sense of the world as best as we can.

Phil_Latio 8 hours ago

Yeah it's BS. Tesla uses lidar where it makes sense: They have a small lidar fleet to collect ground truth depth data for better vision estimation. This part is long solved.

MetaWhirledPeas 7 hours ago

I find it comical that people continue to go back to this rage well against "a certain company" for their vision-only approach when the truth is they have the best automatic driving system an individual can buy, rivaling Waymo and beating the Chinese brands.

Why are the commenters not pissed at the dozens of other car companies who have done absolutely nothing in this space? Answer: because it's not nearly as fun to be pissed at Kia or Mercedes or whoever. Clearly they are just enjoying the shared anger, regardless of whether it is justified.

epolanski 19 minutes ago

You're way off if you think that Waymo and FSD are anywhere close.

array_key_first 7 hours ago

1. Tesla is not competitive with Waymo, they're not even in the same class. Waymo is 10 years ahead at least. I understand you can't buy a Waymo, but still.

2. Other car companies are properly valued, Tesla is overinflated.

3. Other cars, even basic Hondas, have the same level of self driving as Teslas.

4. Other car companies don't lie to their customers about their capabilities or what they're buying.

MetaWhirledPeas 5 hours ago

superxpro12 7 hours ago

There is certainly some truth that "some company" overpromised and underdelivered. They advertise "full self driving" but then hide in the fine-print that "oh jk, not really, but its still full self driving if anyone asks ;) ;) ;)"

I think the frustration stems from the obvious falsehoods in the advertising, and the doubling-down on the tech, despite the well-documented weaknesses of the implementation.

taylortrusty 7 hours ago

mgoetzke 9 hours ago

considering cameras can create reliable enough distance measurements AND also handle all the color reception needed for legally driving roads it was always a ridiculous idea by a certain set of people that lidar is necessary.

tsimionescu 9 hours ago

No, cameras cannot create reliable distance measurements in real-world conditions. Parallax is not a great way to measure distance for fast, unpredictably moving objects (such as cars on the road). And dirt or misalignment can significantly reduce accuracy compared to lab conditions.

Note that humans do not rely strictly on our eyes as cameras to measure distances. There is a huge amount of inference about the world based on our internal world models that goes into vision. For example, if you put is in a false-perspective or otherwise highly artifical environment, our visual acuity goes down significantly; conversely, people with a single eye (so no parallax-based measurement ability) still have quite decent depth perception compared to what you'd naively expect. Not to mention, our eyes are kept very clean, and maintain their alignment to a very high degree of precision.

s08148692 5 hours ago

numpad0 9 hours ago

Stereo cameras are useless against repeating patterns. They easily match neighboring copies. And there are lots of repeating or repeating-like patterns that computers aren't smart enough to handle.

You can solve this by adding an emitter next to the camera that does something useful, be it just beaconing lights or noise patterns or phase synced laser pulses. And those "active cameras" are what everyone call LIDARs.

throwa356262 9 hours ago

There are tons of evidence showing that cameras are alone are not safe enough and even Tesla has realized that removing lidar to save cost was a mistake.

ImPostingOnHN 7 hours ago

'cameras can see in color, therefore lidar is unnecessary for self driving' is unconvincing

xpe 7 hours ago

> ridiculous idea by a certain set of people that lidar is necessary.

"Necessary"? Seems like a straw man, don't you think? I strive to argue against the strongest reasonable claim someone is making.

Lots of reasonable people suggest LIDAR is helpful to fill in gaps when vision is compromised, degraded, or less capable.

People running businesses, of course, will make economic trade-offs. That's fine. But don't confuse, say, Elon's economic tradeoff with the full explanation of reality which must include an awareness that different sensors have different strengths in different contexts.

So, when one thinks about what sensor mix is best for a given application, one would be wise to ask (and answer) such questions as:

- What is the quality bar?

- What sensors are available?

- Wow well do various combinations of sensors work across the range of conditions that matter for the quality bar?

- WRT "quality bar": who gets to decide "what matters"? The company making the cars? The people that drive them? regulators that care about public safety. The answer: it is a complex combination.

It is time to dismiss any claim (or implication) that "technology good, regulation bad". That might be the dumbest excuse for a philosophy I've ever heard. It is the modern-day analogue of "Brawndo's got what plants crave." Smart people won't make this argument outright, but unfortunately, their claims sometimes reduce to this level of absurdity. Neither innovation nor regulation are inherently good nor bad. There are deeper principles in play.

Yes, some individuals would use their self-proclaimed freedom to e.g. drive without seatbelts at 100 mph at night with headlights off. An extreme example, but it is the logical extension of pure individualism run amok. Regulators and anyone who cares about public safety will draw a line somewhere and say "No. Individual stupidity has a limit." Even those same people would eventually come to their senses after they kill someone, but by then it is too late.

wasmainiac 11 hours ago

Just say Tesla, why censor yourself.

zelphirkalt 9 hours ago

I have a suspicion here on HN. When criticizing big tech, especially Google and FB, at a certain time of the day a specific cohort comes online and downvotes. Suspiciously, that is a time when one could conclude, that now people in the US start working or come online. Either fanboys, employees or an organized group of users trying to silence big tech criticism.

I have no proof of course and it might be coincidence, or just difference of mindset between US citizens and Europe citizens. It happened a few times already and to me looks sus.

But if they actually read and not just ctrl+f <company name>, then of course not writing the company name, but hinting at it in an obvious way is no more helpful either.

throwa356262 9 hours ago

simpss 8 hours ago

sergiotapia 9 hours ago

pbreit 2 hours ago

All of driving is designed for visual.

nova22033 7 hours ago

It's not complicated. LIDAR hardware was in short supply during COVID. Elon obviously couldn't slow down production and sink the inflated stock price.

Phil_Latio 5 hours ago

April 2019: https://www.youtube.com/live/Ucp0TTmvqOE?t=9220s

There are probably even earlier statements from him against lidar...

jollyllama 6 hours ago

WTF was their calculus on the break-even liability point? The "if we do this, we save X amount of money, but stand to lose Y in lawsuits for cases where the usage of LIDAR could have otherwise prevented it."

dzhiurgis 35 minutes ago

Certain company has 300k subscribers that rely on that ridiculous service.

My father lost vision in 1 eye and 50% in other one something like 20 years ago. He struggles in parking but otherwise doing ok without lidar. Turns out motion vision is more accurate after 10-20 meters than stereoscopic vision.

foooorsyth 7 hours ago

I wouldn’t take too much issue with the “cameras are enough” claim if cameras actually performed like eyes. Human eyes have high dynamic range and continuous autofocus performance that no camera can match. They also have lids with eyelashes that can dynamically block light and assist with aperture adjustment.

The appeal to human biology and argument against fusion between disparate sensors kinda falls flat when you’re building a world model by fusing feeds from cameras all around the car. Humans don’t have 8 eyes in a 360 array around their head. What they do have is two eyes (super cameras) on ~180 degree swiveling and ~180 degree tilting gimbal. With mics attached that help sense other vehicles via road noise. And equilibrioception, vibration detection, and more all in the same system, all fused. If someone were actually building this system to drive the car, the argument based on “how did you drive here today?” gets a lot stronger. One time I had some water blocking my ear and I drove myself to the hospital to get it fixed. That was a shockingly scary drive — your hearing is doing a lot of sensing while driving that you don’t value until it’s gone.

leptons 4 hours ago

One camera can't really produce depth/distance information, but two cameras sure can. The eyes in your head don't capture distance information individually, but with two eyes you can infer distance.

moogly an hour ago

You're forgetting the nervous system and the brain connected to those eyes (and vestibular system).

SecretDreams 9 hours ago

I'll preface by saying lidar should be used with autonomous vehicles.

Individual cameras don't have distance information, but you can easily calibrate a system of cameras to give you distance information. Your eyes do this already, albeit not quantitatively. The quantitative part comes from math our brains aren't setup to do in real time.

FrustratedMonky 9 hours ago

It was cost wasn't it?

If this lowers Lidar costs, and Tesla has spent all this time refining the camara technology. Now have both.

Use both.

DoesntMatter22 4 hours ago

It was a great decision to drop LiDAR. The cars are running excellently without it

bko 8 hours ago

Why make things more complicated than they need to be? Humans don't have lidar and we are the only intelligence that can reliably drive. Lidar just seems like feature engineering, which has proven to be a dead end in most other AI applications (bitter lesson).

https://www.cs.utexas.edu/~eunsol/courses/data/bitter_lesson...

thunky 8 hours ago

> Why make things more complicated than they need to be? Humans don't have lidar and we are the only intelligence that can reliably drive.

Because we want self driving cars to be safer than human driven cars.

If humans had built in lidar we would use it when driving.

bko 13 minutes ago

afavour 8 hours ago

Self driving cars are not equipped with human brains so this doesn’t really make sense.

“We should achieve self driving cars via replicating the human brain” strikes me as an incredibly inefficient and difficult way to solve the problem.

sebastos 6 hours ago

a_better_world 7 hours ago

> we are the only intelligence that can reliably drive.

Science would like to point out that rats also can learn to drive

https://theconversation.com/im-a-neuroscientist-who-taught-r...

ImPostingOnHN 27 minutes ago

Ajedi32 7 hours ago

The bitter lesson I think is a great way of explaining the logic behind Tesla's strategy. People aren't getting it.

Whether or not it'll actually work remains to be seen, but it's a perfectly reasonable strategy. One counterargument would be that the bitter lesson can be applied to LIDAR too; you don't have to use that data for feature engineering just because it seems well suited for it.

jeltz 7 hours ago

Humans can drive with eyes only, but we are better drivers when we can also use other senses like hearing. If humans has lidar we would use it when driving.

elicash 8 hours ago

Don't cars already use a ton of sensors that don't reproduce human senses and ways of doing things?

Analemma_ 8 hours ago

This knee-jerk reply is old and tired, and the counterarguments are well-trod at this point. Even if cameras-only can build a car that’s as good as humans, why should we settle for “as good as“ humans, who cause 40,000 fatalities a year in the US? If we can do better than humans with more advanced sensors, we are practically morally obligated to do that.

xpe 7 hours ago

Zigurd 7 hours ago

Before y'all say that now everyone will be able to get Waymo's sensor suite for hundreds of dollars instead of tens of thousands, that's the easy part.

Waymo benefits from Google's unparalleled geospatial data. Waymo also has a support architecture that doesn't depend on real time remote operation, which can't be implemented reliably in almost all cases. You can't be following your supposedly unsupervised cars with a supervisor in a chase car. You can't even be driving remotely. Your driver software has to be able to drive independently in all cases, even those where it needs to ask a human how to proceed.

The difference between level two and level three driver assist and level four autonomy is like the difference between suborbital flight and putting a payload in orbit. What looks like a next logical step actually takes 10X or more effort, scale, and testing.

xp84 7 hours ago

I’m not disagreeing with what you’re saying, but does Alphabet actually intend Waymo to be a trillion dollar retail car business itself, selling cars to everyone? Or would they be happy to sell all those super cool things to OEMs? In a world where “everyone” can make a car affordable that can run Waymo’s software, they may be happy to license all that to “everyone” and simply collect fat royalty checks, à la Microsoft in the 90s, allowing them to make a ton of incremental money without all the capex of making their own cars.

elteto 6 hours ago

In a saner world Teslas would be running Waymo's self-driving stack instead of the half-baked "might kill you at any time" not quite-FSD.

blonder 6 hours ago

scarmig 7 hours ago

It would be smarter to take that approach. Google's core competency is technology, technical infrastructure, and research. More mundane things like manufacturing and customer service are... shall we say, less of a core competency. Take the high value add, leave other things to automakers to duke it out. Also good for avoiding attracting even more regulatory attention.

Zigurd 7 hours ago

That is one plausible outcome. Waymo is experimenting with partnerships with ride hailing apps on the one hand, and building their software into Toyotas on the other hand. So far they have built a few thousand vehicles in a factory run by Magna, which specializes in low volume vehicles. Hyundai wants to sell Waymo tens of thousands of vehicles. That's going to look different in fundamental ways.

xbmcuser 5 hours ago

With the price declines in ev we are talking about 1 million ev even with all the waymo tech for $50 billion soon. approximate Annual Revenue of a private hire car is $50+k ie $50-60 billion a year for a million cars. But total taxi driver population is 350-400k in the US. I think people are underestimating the electric tech + ai/automation to hit soon.

sroussey 6 hours ago

Why sell cars to everyone?

People on here used to buy servers themselves (very few of us still do), most now rent via cloud.

Why should transportation be different?

toss1 5 hours ago

lazide 5 hours ago

ThrowawayR2 3 hours ago

kjkjadksj 4 hours ago

sideband 5 hours ago

Alphabet wants drivers on their devices looking at ads instead of driving.

Tempest1981 6 hours ago

Do OEMs want to manage their own ride-share platforms? 10+ apps/providers?

bigmadshoe 6 hours ago

mschuster91 6 hours ago

> but does Alphabet actually intend Waymo to be a trillion dollar retail car business itself, selling cars to everyone?

Google doesn't do retail other than Chromecast and Pixel phones, and that is already annoying to them as it is because it involves something Google is notoriously bad at - actual customer support.

Starting up a car brand is orders of magnitude worse.

For one, people actually need to trust your brand to survive for at least five to ten years - cars are an investment, and a car that I can't trust to get safety-relevant spare parts (brake rotors, brake pads, axle bearings) all of a sudden is essentially an oversized paperweight. For a company such as Google, this alone (remember Killed By Google) is a huge obstacle to overcome.

Then, you need production. Sure, you can go to Magna or other contract manufacturers, or have an established large brand build vehicles for you, or you say you have to go the Tesla route and build everything from scratch. Either way has associated pros and cons.

And then, you need a nationwide network of spare parts, dealerships, repair shops and technicians that can fix the issues that people will get alone because the wide masses abuse cars in ways you might not even dare think about while testing, or because other people run into your cars and so your cars need repairs.

Even being a derivative of an established car brand can be a royal PITA. Let's take Mercedes Benz as an example with the 2003-2009 Mercedes-Benz SLR McLaren. On paper, it's a Mercedes vehicle, with a lot of the parts actually originating from stock Mercedes cars - but most dealerships will refuse to work on it. Either because they lack the support to even properly jack the car up, or because they lack the specialized tools for the AMG engine, or because they cannot even order the parts as Mercedes gates repairs for that thing to special shops. Or, again Mercedes, with Maybach luxury cars. The situation isn't as bad as with the McLaren, but their cars are challenging in another way - the S 650 Pullman weighs around 3 metric tons empty and is 6.50 meters long. Good luck finding a jack even capable of lifting that beast, most Mercedes sports-car shops don't carry jacks that are normally used to lift Mercedes Vito transporters!

Even Tesla, and they've been at it for the better part of two decades, still struggles with that. Their shitty spare parts logistics actually drive up not just insurance prices for their own customers, but for everyone - hit a Tesla with your Dodge and be at fault, and now your insurance has to pay out for months of a rental car because Tesla can't be arsed to provide the body shop the Tesla ends up at with spare parts in any reasonable time.

Established car brands however have all of that ironed out for many, many decades now. American, Asian, European, doesn't matter. And the spare parts don't even have to be made for cars: ask your local Volkswagen dealer to order a few pieces of "199 398 500 A" and one piece of "199 398 500 B" and you'll probably have a lead time of less than a day, at least in Germany - for the uninitiated: that part number belongs to the famous sausage, the second one to the accompanying curry ketchup, with more sausages being sold each year than actual cars.

And established car brands also bring something to the table: their own experiences with integrating smart technology. Yes, particularly German carmakers are notoriously bad in that regard, but for example Mercedes Benz was the first car brand in the world to get a certified Level 3 system on the road [1] and are now working on a Level 4 certification [2]. That kind of experience in navigating bureaucracy, integration and testing cannot be paid for in money.

tl;dr: I see no way in which Waymo goes to general availability regarding selling cars. They will run their own autonomous car fleets in select markets where they can fully control everything, but seeing Waymo tech generally available will be as part of established car brands.

[1] https://group.mercedes-benz.com/technologie/autonomes-fahren...

[2] https://group.mercedes-benz.com/technologie/autonomes-fahren...

toast0 5 hours ago

robotresearcher 4 hours ago

MontyCarloHall 5 hours ago

>Waymo benefits from Google's unparalleled geospatial data.

How much of Waymo's training data is based on LIDAR mapping versus satellite/aerial/street view imagery? Before Waymo deploys in a new city, it deploys a huge fleet of cars that spend months of driving completely supervised, presumably to construct a detailed LIDAR map of the city. The fact that this needs to happen suggests Google's geospatial data moat is not as wide as it seems.

If LIDAR becomes cheap, you could imagine other car manufacturers would add it cars, initially and ostensibly to help with L2 driver aids, but with the ulterior motive of making a continuously updated map of the roads. If LIDAR were cheap enough that it could be added to every new Toyota or Ford as an afterthought, it would generate a hell of a lot more continuous mapping data than Waymo will ever have.

ra7 3 hours ago

> Before Waymo deploys in a new city, it deploys a huge fleet of cars that spend months of driving completely supervised, presumably to construct a detailed LIDAR map of the city.

Not entirely true. From their recent "road trips" last year, the trend is they just deploy less than 10 cars in a city for a few weeks (3-4 weeks from what I recall) for mapping and validating. Then they come back after a few months to setup infrastructure for ride hailing (depot, charging, maintenance, etc.) and start service.

Aperocky 5 hours ago

> difference between suborbital flight and putting a payload in orbit. What looks like a next logical step actually takes 10X or more effort, scale, and testing.

But suborbital flight and payload in orbit is much less of a difference than you might think.

The delta V is not that significantly different. Scale is almost the same, and a little bit more power and (second stage) your payload is now hurtling around the earth instead of falling like an ballistic missile which was what their suborbital predecessors are.

mapt 5 hours ago

Suborbital ballistic "travel" beyond continental distances, is almost as expensive as orbital. If you can make it to the antipode, you're basically almost orbital.

Suborbital "trips" straight up, beyond the atmosphere, are very cheap.

RockRobotRock 7 hours ago

>Waymo benefits from Google's unparalleled geospatial data.

That's true, and they have a huge headstart, but I wonder if all these cubesat companies can bring the price down on data enough that others will be able to compete.

Zigurd 7 hours ago

Maybe. But Google has been there in a sensor laden car, overhead with an airplane, and buying all the access that is available in satellite imagery, and fusing that together in a continually updated model. Plus real time data from a billion maps and navigation users. I pity the fool going up against that.

Ajedi32 7 hours ago

StevenNunez 5 hours ago

Time to extend comma.ai!

dymk 5 hours ago

Yeah, imagine having, say, two of these LIDAR sensors, each pointed towards the car's blind spots. Comma already does well with the car's built-in radar + vision on straight freeway runs, but can't reliably change lanes on its own. The built in blind spot detectors on most cars are a binary "there is/not a car present", which doesn't reliably determine if it's safe to actually do a lane change.

julianeon 4 hours ago

I was using cruise control on the highway yesterday and thinking: this is like very cheap very crude self-driving. And you know what? In its limited UNIX-like way, it's great: the car does a much better job of gradually injecting fuel than I, with my brick-like human foot, can do. Robot 1, human 0.

And from there it's easy to think: couldn't the car also detect white lines and stay within them? It doesn't have to be perfect; it can be cruise control++. If it errs a little, I can save it. But otherwise, this is a function I'd love to use if it was available, for a sub $1000 price point.

yayitswei 4 hours ago

I think of Tesla autopilot as sophisticated cruise control. Can perform most driving tasks better than I can, saves a lot of cognitive work, still needs close of my 100% attention.

shireham 4 hours ago

Is this comment from 2010? Maybe I'm missing your point, but it seems you would be shocked by what modern cars are capable of.

julianeon 3 hours ago

devolving-dev 35 minutes ago

I've always wondered if Tesla's issues with FSD were a sensor problem or an intelligence problem. I think Tesla's claim is that when they look at accident footage, it is clear to a human how the car could have avoided the accident, and thus, if FSD was more intelligent, the accident could have been avoided. Is this reasoning wrong?

I personally find it convincing that the problem with self-driving is mostly that the models aren't intelligent enough, and that adding LiDAR wouldn't be enough to achieve the reliability required. But I don't know, I don't really work in that field so maybe engineers who have more experience with self driving might say otherwise.

dbcurtis 12 minutes ago

It is easy to underestimate how much one relies on senses other than vision. You hear many kinds of noises that indicate road surface, traffic, etc. You feel road surface imperfections telegraphed through the steering wheel. You feel accelerations in your butt, and conclude loss of traction from response of the accelerator and motion of the vehicle. Secondly, the human eye has much more dynamic range than any camera. And is mounted on an exquisite PTZ platform. Then turning to the model -- you are classifying obstacles and agents at a furious rate, and making predictions about the behavior of the agents. So, in part I agree that the models need work, but the models need to be fed, and IMHO computer vision is not a sufficient sensor feed.

Consider an exhaust condensation cloud coming from a vehicle's tail pipe -- it could be opaque to a camera/computer-vision system. Can you model your way out of that? Or is it also useful to do sensor fusion of vision data with radar data (cloud is transparent) and others like lidar, etc. A multi-modal sensor feed is going to simplify the model, which in the end translates into compute load.

arijun 11 minutes ago

> I've always wondered if Tesla's issues with FSD were a sensor problem or an intelligence problem

Even if it’s an intelligence problem, it’s possible that machine intelligence will not get to the point where it can resolve anytime soon, whereas more sensors might circumvent the issue completely. It’s like with Musk’s big claim (that humans use camera only to drive); the question is not if a good enough brain will be able to drive vision-only, but if Tesla can make that brain.

wombat-man 15 minutes ago

maybe? But also LiDAR just gives a more complete picture of what is around the car. I think this is supported by how many miles waymo cars run unsupervised vs Tesla.

I am skeptical that tesla has this solved but interested in seeing how it goes when as they move to expand their robotaxi service.

janalsncm 13 minutes ago

Some problems are simply undecideable: if for identical inputs the desired output varies wildly, you simply need more information. There is no algorithm that will help you.

Sensors or intelligence, at the end of the day it’s an engineering problem which doesn’t require pure solutions. Sometimes sensors break and cameras get covered in mud.

The problem is maintaining an acceptable level of quality at the lowest possible price, and at some point you spend more money on clever algorithms and researchers than a lidar.

porphyra 26 minutes ago

This $200 MicroVision lidar is a short range lidar that produces a really fuzzy point cloud. At best, it can be used for parking. It's unlikely to help self driving cars much at all, much less "reshuffle auto sensor economics".

zemvpferreira 14 hours ago

The mind salivates at the idea of sub-$100 and soon after sub-$10 Lidar. We could build spatial awareness into damn near everything. It'll be a cambrian explosion of autonomous robots.

esskay 12 hours ago

RIP to every single camera in existence if that happens. Lidar is awful with damaging camera lenses.

hinoki 12 hours ago

I had to look this up, because I had never heard of it. How could a lens be damaged by infrared lasers?

It turns out it’s the sensors that are easily damaged by high powered lidar lasers.

https://spectrum.ieee.org/amp/keeping-lidars-from-zapping-ca...

aeternum 6 hours ago

shinycode 11 hours ago

b112 10 hours ago

SkiFire13 11 hours ago

pedro_caetano 11 hours ago

Is there any deeper study on long term effects regarding retinal damage?

I would imagine, even with safe dosages, there would be some form of cumulative effect in terms of retinal phototoxicity.

More so if we consider the scenario that this becomes a standard COTS feature in cars and we are walking around a city centre with a fleet of hundreds of thousands of these laser sources.

eurekin 11 hours ago

Terr_ 11 hours ago

culi 3 hours ago

I wish this was true. It'd immediately be the best way to fight surveillance systems like Flock

ladberg 12 hours ago

iPhones have had lidar for years, have cameras been affected?

KoolKat23 12 hours ago

kleiba 11 hours ago

Could be a gain for privacy ;-)

lencastre 11 hours ago

TIL!

Thanks! What a headache

micromacrofoot 7 hours ago

we'd likely see new coatings and sensor designs that avoid it, not trivial but also not the end of the world

Ringz 12 hours ago

What? Please explain!

natch 11 hours ago

culi 3 hours ago

The short-range stuff is already $150-300 per unit. If you're thinking indoor robots that's already technically feasible. Over 25% of all Chinese cars being produced today have LiDAR.

Even mid-range sensors used in ADAS systems only cost $600-750. The long-range stuff that's needed for trucking or robotaxis is $1,500–6,000

moffkalast 13 hours ago

There are already very good sub-$100 lidars, especially for 2D since they were made en masse for vacuum cleaners. E.g. the LD19 or STL-19P as they're calling it now for some reason. You need to pair them with serious compute to run AMCL with them, plus actuation (though ST3215s are cheap and easy to integrate now too) and control for that actuation which also wants its own compute, plus a battery, etc. the costs quickly add up. Robotics is expensive regardless of how cheap components get.

coredog64 7 hours ago

I think the difference is that these are intended for automotive use and have a much longer range than the ones in your Roomba.

moffkalast 7 hours ago

SubiculumCode 10 hours ago

RIP to humans under authoritarian regimes?

oblio 13 hours ago

And, I guess, even more advanced surveillance.

zemvpferreira 13 hours ago

I think we’re well past the point where mass surveillance was a technical challenge. Mass oppression through autonomous violence however…

ben_w 12 hours ago

lonelyasacloud 11 hours ago

pu_pe 13 hours ago

LIDAR would be preferrable to cameras when it comes to privacy actually

aix1 5 hours ago

KaiserPro 13 hours ago

numpad0 11 hours ago

clayhacks 13 hours ago

echelon 13 hours ago

The minute internet became widespread it was game over.

Pros and cons. :/

It'll never happen, but we need a bill of rights for privacy. The laypeople aren't well-versed or pained enough to ask for this, and big interest donors oppose it.

Maybe the EU and states like California will pioneer something here, though?

Edit: in general, I'm far more excited by cheap lidar tech than I am afraid of the downsides. We just need to be vigilant.

seanmcdirmid 9 hours ago

chha 13 hours ago

rfv6723 12 hours ago

Humanity has never known a world without surveillance. Responsibility cannot exist without being watched. Primitive tribes lived under the constant eye of the group, and agricultural eras relied on the strict oversight of the clan. Modern states simply adopted new tools for an ancient necessity. A society without monitoring is a society without accountability, which only leads to the Hobbesian trap of endless conflict.

donkey_brains 11 hours ago

cucumber3732842 11 hours ago

zorked 12 hours ago

nateb2022 4 hours ago

Low cost, sub $200 automotive grade LIDAR sensors are already available.

Cepton Technologies offers Nova [0], Nova-Ultra [1] sensors both at a sub-$100 price point [2]. These feature a 120°(H) x 90°(V) FOV at 50m, with 2.7M points per second sampling.

Velodyne introduced Velabit in 2021, for $100. Boasting 100m range and a 60-degree horizontal FoV x 10-degree vertical FoV.

The article claims that:

> What distinguishes current claims is the explicit focus on sub-$200 pricing tied to production volume rather than future prototypes or limited pilot runs.

which is simply not true. Cepton (currently offering) and Velodyne (acquired by Ouster in 2023) have done this for years.

  [0]: https://www.cepton.com/products/nova
  [1]: https://www.cepton.com/products/nova-ultra
  [2]: https://www.cepton.com/announcements/ceptons-nova-lidar-named-as-ces-2022-innovation-awards-honoree
  [3]: https://lidarmag.com/2020/01/07/velodyne-lidar-introduces-velabit/

culi 3 hours ago

99% of LiDAR production is just 4 Chinese companies. Yes low-range systems are already at the $150-300 range, but MicroVision is promising to produce this in the Washington.

Basically they're saying "we can catch up to China by 2028/2029" ||so please subsidize us||

leptons 4 hours ago

>Cepton Technologies offers Nova [0], Nova-Ultra [1] sensors both at a sub-$100 price point

Where? How? I'm only seeing the Nova on ebay for between $4000 and $5000.

nateb2022 3 hours ago

Cepton primarily operates B2B, as B2C demand for specialized LIDAR like this is pretty low. Anything you find on eBay is either a leftover dev kit or salvage. This is pretty much the case for MicroVision, Ouster etc.

michaelt 13 hours ago

Interestingly, there have been people in the LIDAR industry predicting costs like this for many years. I heard numbers like $250 per vehicle back in 2012 [1]

Of course, ambitious pricing like this is all about economies of scale - sensors that are used in production vehicles are ordered by the million, and that lowers the costs massively. When the huge orders didn't materialise, the economies of scale and low prices didn't materialise either.

[1] https://web.archive.org/web/20161013165833/http://content.us...

small_model 13 hours ago

Also 'Luminar Technologies, a prominent U.S. lidar manufacturer, filed for Chapter 11 bankruptcy in December 2025' LIDAR is useful in a small set of scenarios (calibration and validation) but do not bet the farm on it or make it the centre piece of your sensor suite.

StephenSmith 9 hours ago

Also, MicroVision, the company in OP's article bought the IP from Luminar. This feels like a circular venture capital scam. Luminar originally went public via SPAC and made a bunch of people very wealthy before ultimately failing.

schiffern 12 hours ago

The same Luminar from the Mark Rober video?

https://www.forbes.com/sites/bradtempleton/2025/03/17/youtub...

UltraSane 12 hours ago

This is very wrong. LIDAR scanners have revolutionized surveying by enabling rapid, high-precision 3D mapping of terrain and infrastructure, capturing millions of data points per second. LIDAR can penetrate dense vegetation, allowing accurate, ground-level, mapping in forested or obstructed areas. Drone mounted LIDAR has become very popular. Tripod mounted LIDAR scanners are very commonly used on construction sites. Handhels LIDAR scanners can map the inside of buildings with incredible accuracy. This is very commonly used to create digital twins of factories.

jcattle 11 hours ago

UltraSane 13 hours ago

Lidar is critical for any autonomous vehicle. It turns out a very accurate 3D point cloud of the environment is very useful for self driving. Crazy, I know.

servo_sausage 12 hours ago

newsclues 8 hours ago

Economies of scale when they are in phones?

newman314 40 minutes ago

I wonder if Comma.ai will ever be open to incorporating this into openpilot.

I always thought the argument that humans are adequate drivers and hence only cameras was not great. Why not actually be better than humans at sensing and driving?

small_model 13 hours ago

'MicroVision says its sensor could one day break the $100 barrier'. When an article says one day, read not in the next decade.

Fricken 11 hours ago

Around a decade ago the nascent LIDAR industry boomed and dozens of startups emerged out of nowhere all racing to make cheap automotive grade LIDAR, and here we are.

Of course MicroVisiom is only claiming their LIDAR to be suitable for advanced driver assist, but ADAS encompasses a wide array of capabilities: basically everything between cruise control and robotaxis, so there's no definition of how much LIDAR you need to do the job, just however much you feel like. Tesla feels like none at all.

niceguy1827 2 hours ago

So tiring to keep hearing this argument "humans only use vision to drive, so why would self driving cars need more?"

This argument is inherently anti-progress. It's like saying human had been using sextants to navigate for hundreds of years, why GPS?

A more sensible question is, why not?

orliesaurus 14 hours ago

Interesting to see the cost curve drop ... this always changes the market.

I have been watching the sensor space for a while. Cheap LIDAR units could open up weird DIY uses and not just cars. ALSO regulatory and mapping integration will matter. I tried to work with public datasets and it's messy. The hardware is only one part! BUT it's exciting to see multiple vendors in the space. Competition might push vendors to refine the software stack as well as the hardware. HOWEVER I'm keeping an eye on how these systems handle edge cases in bad weather. I don't think we have seen enough data yet...

michaelt 13 hours ago

> Cheap LIDAR units could open up weird DIY uses and not just cars.

Interestingly, there are already some comparatively cheap LIDAR units on the market.

In the automotive market, ideally you need a 200m+ range (or whatever the stopping distance of your vehicle is) and you need to operate in bright direct sunlight (good luck making an eye-safe laser that doesn't get washed out by the sun) and you need more than one scanning plane (for when the car goes over bumps).

On the other hand, for indoor robotics where a 10m range is enough and there's much less direct sunlight? Your local robotics stockist probably already has something <$400

generuso 10 hours ago

Neato from San Diego has developed a $30 (indoor, parallax based) LIDAR about 20 years ago, for their vacuum cleaners [1].

Later, improved units based on the same principle became ubiquitous in Chinese robot vacuums [2]. Such LIDARs, and similarly looking more conventional time-of-flight units are sold for anywhere between $20-$200, depending on the details of the design.

[1] https://scholar.google.com/scholar?q=%22A+Low-Cost+Laser+Dis... [2] https://github.com/kaiaai/awesome-2d-lidars/blob/main/README...

IanCal 12 hours ago

Sounds like the quality isn't all that great but LD06 sensors look like they're about $20 and someone who works on libraries about this suggested the STL27L which seems to be about $160 and here's an outdoor scan from it: https://sketchfab.com/3d-models/pidar-scan-240901-0647-7997b...

Not sure if the ld06 is a scanner like this or if it's just a line (like you'd use for a cheaper robot vac).

epolanski 13 hours ago

Microvision has been saying that from half a decade, products? Nowhere to be found.

BenoitP 14 hours ago

> laser pulses

> phased-array

I'm not well versed into RF physics. I had the feeling that light-wave coherency in lasers had to be created at a single source (or amplified as it passes by). That's the first time I hear about phased-array lasers.

Can someone knowledgeable chime in on this?

MayeulC 12 hours ago

The beam is split and re-emitted in multiple points. By controlling the optical length (refractive index, or just the length of the waveguide by using optical junctions) of the path that leads to each emitter, the phase can be adjusted.

In practice, this can be done with phase change materials (heat/cool materials to change their index), or micro ring resonators (to divert light from one wave guide to another).

The beam then self-interferes, and the resulting interference pattern (constructive/destructive depending on the direction) are used to modulate the beam orientation.

You are right that a single source is needed, though I imagine that you can also use a laser source and shine it at another "pumped" material to have it emit more coherent light.

I've been thinking about possible use-cases for this technology besides LIDAR,. Point to point laser communication could be an interesting application: satellite-to-satellite communication, or drone-to-drone in high-EMI settings (battlefield with jammers). This would make mounting laser designators on small drones a lot easier. Here you go, free startup ideas ;)

rich_sasha 13 hours ago

In principle, as the sibling comment says, you could measure just the phase difference on the receiver end. The trick is that it's much harder for light frequencies than radar. I'm non even sure we can measure the phase etc of a light beam, and if we could, the Nyquist frequency is incredibly high - 2x frequency takes us to PHz frequencies.

There might be something cute you can do with interference patterns but no idea about that. We do sort of similar things with astronomic observations.

bavell 10 hours ago

I think about it like a series of waves in a pool. One end has wave generators (the lasers) spaced appropriately such that resulting waves hitting the other end interfere just right and create a unified wavefront (same phase, amplitude, frequency).

NB: just my layman's understanding

iceyest 13 hours ago

A phased array is an antenna composed of multiple smaller antennas within the same plane that can constructively/destructively aim its radio beam within any direction it is facing. I'm no radio engineer but I think it works via an interference pattern being strongest in the direction you want the beam aimed. This is mostly used in radar arrays though I suppose it could work with light too since it is also a wave.

ptero 12 hours ago

Not an expert, but main challenges with laser coherency are present when shaping the output using multiple transmitters.

For lidar you transmit a pulse from a single source and receive its reflection at multiple points. Mentioning phased array with lidar almost always means receiving.

bilsbie 9 hours ago

Are we sure these things aren’t damaging our eyes? It’s lasers shooting all over the place right?

btreecat 9 hours ago

When designed, built, installed and calibrated correctly, the power and wavelengths used are not considered harmful to humans.

pinko 7 hours ago

What are the chances some non-trivial proportion of the millions of cars on the road will not have their LIDAR designed, built, installed or calibrated correctly? I suspect this is going to be a recognized public health issue in a decade or two. (It will likely be an issue well before that, but unrecognized...)

topspin 5 hours ago

btreecat an hour ago

MetaWhirledPeas 7 hours ago

MetaWhirledPeas 7 hours ago

That's a lot of qualifiers. And replace "humans" with "cameras" and I'm reminded that despite their well-intentioned efforts Volvo has failed there already.

btreecat 2 hours ago

MetaWhirledPeas 7 hours ago

I get pretty ticked when people shine laser lights in my direction regardless of their intensity, so I'm not too thrilled about the idea of invisible lasers hitting me square in the pupil without my knowledge.

keyKeeper 12 hours ago

There are laser measurers sold for a few buck on Temu. Robot vacuums sold for few hundred dollars have Lidars that map out the room in a seconds.

Is there any actual technical reason why automobile Lidar be expensive? Just combine visual processing with single point sampler that will feed points of interest and accurate model of the surroundings will be built.

numpad0 10 hours ago

Most spinning robovac LIDARs are 2D. Most solid state robovac LIDARs are like 8x8 array of laser pointers.

Automotive LIDARs are like, 128x64[px] for production models or 1920x1080[px] for experimental models with GbE and/or HDMI-equivalents-of-industry outputs. Totally different technologies.

0_____0 2 hours ago

Oh my god so many reasons. I don't feel like getting fully into it but that's kind of like asking why you can't use your kitchen scale to measure highway traffic as it drives over it.

echoangle 11 hours ago

Probably one factor is range. The article talks about 200-300m range, a robot vacuum has maybe 10m best case?

keyKeeper 11 hours ago

For example this one has 120m range with 1cm accuracy and its 15 euros: https://www.temu.com/bg-en/-digital-laser-distance-meter-50m...

waldarbeiter 10 hours ago

qznc 12 hours ago

I know that automotive parts of the standard requirement to withstand 80°C (or 120°C for military use). A robot vacuum working in a living room can probably be made cheaper because it does not have to face as harsh environments?

Also, range is probably a factor. In a living room, you probably need something like 20m max. You car should "see" farther.

keyKeeper 11 hours ago

Sure, these are the assumptions but silicon is silicon, copper is copper and solder is solder. They don't use easy melting electronics in vacuums and hardened stuff in cars, the tech is about the same unless it is supposed to work in highly radioactive environment. The plastics are different but car interiors are full of plastics, so its unlikely that the costs of temperature resistant plastics needed for this is more than a cupholder.

As for the range, again pretty powerful lasers are sold for sub 10SUD prices on retail. I am sure that there must be higher calibration and precision requirements as the distance increase but is it really order of magnitudes higher? 120 meters laser measurer with 1cm accuracy is 15 Euros on Temu and that thing has an LCD screen and a battery as a handheld device. How much distance do you actually need?

foepys 11 hours ago

Not only that but vibrations play a big part as well, especially on ICE vehicles.

keyKeeper 11 hours ago

whatsupdog 11 hours ago

xavortm 11 hours ago

to add to the rest of the comments, a reliability standard also adds on cost. The scale is different, but compare a car bolt vs manned space mission craft's bolt.

jdhendrickson 14 hours ago

@dang .... do these comments seem organic to you? old accounts with almost zero karma going out of their way to use the same verbiage to compliment waymo 18 minutes after an article gets posted? .... dead internet at work.

tomhow 13 hours ago

Please don't post like this. If you suspect something, please email us ([email protected]) with links to specific comments. The guidelines are clear abut this:

Please don't post insinuations about astroturfing, shilling, brigading, foreign agents, and the like. It degrades discussion and is usually mistaken. If you're worried about abuse, email [email protected] and we'll look at the data.

small_model 13 hours ago

Anytime a Tesla or Elon related article is posted it gets a barrage of negative comments usually FUD like. Any neutral or positive comment gets downvoted heavily. Bit suspicious to say the least, very clear pattern, they are not doing it very well should be a bit more nuanced.

tomhow 13 hours ago

There is no evidence of any such organised campaign. The critical comments we see against that company and person are generally from known, established HN users, and align with frequently-expressed sentiments among the general public. And the complaint is just as often made that "anything remotely critical" about that company and person is flagged. If posts about the topic are being downvoted and flagged, it's mostly because that person and company are in the news so frequently that most commentary about them is repetitive, sensationalist and uninteresting, and thus off topic for HN.

Barbing 12 hours ago

notTooFarGone 13 hours ago

Or everyone is just tired of tesla and their stubborn camera only tech that will fail in higher autonomy cases?

No no it's the cabal...

ant6n 13 hours ago

Could be lurkers triggered

torginus 6 hours ago

From the article:

> pricing below US $200. That’s less than half of typical prices now, and it’s not even the full extent of the company’s ambition.

This means there are sensors available for like $500 or more. At 4 per car, this is still just $2000, which is a very reasonable cost add even for a midrange car.

And with price comparisons like this, I'm sure Chinese competitors aren't factored in, I'm sure the Chinese have stuff for cheaper.

So Affordable Lidar is not a limitation. Despite that, self-driving doesn't really exist outside of Waymo, which people take to assume that Lidar is their killer advantage, but with other cars having Lidar, I think that might not turn out to be the deciding facotr.

bastawhiz 5 hours ago

I'm not sure anyone today really thinks self driving hinges on the hardware. Comma does a surprisingly good job with very minimal hardware (in the form factor of an old Tom Tom!). The advantage is really the device's processing power (cramming enough compute in without making it crazy expensive) and the data that the manufacturer has about the environment and training data to handle edge cases. You can't just buy those things, because the people that have them would be your competitors.

JackFr 9 hours ago

When every car has LIDAR will they all begin to blind each other?

(Insert old man rant “Why are everyone’s headlights so gosh darn bright these days?!”)

slicktux 8 hours ago

That might very well be the case…I’m sure the IR beams are encoded uniquely per LIDAR but it might still blind them… good food for thought!

alkonaut 7 hours ago

The article is a bit muddy on what is hope and what is product. Can we _really_ buy a solid state lidar today? At what cost? When can I have it delivered?

The article starts out without saying it but my takeaway at the end is "Not $200" and "Not in the near future"?

rbbydotdev 6 hours ago

I never understood why Tesla HAD to get rid of the Lidars. Expensive today sure, but can you imagine all that training data they missed out on? Technology has a way of becoming cheaper and cheaper. It seemed short sighted, even if at a loss, again, the training data.

If the pros of having a camera are monumental, then couldn't the video and lidar be combined to be even greater?

groos 5 hours ago

Because Tesla Clown-in-Chief asked if humans could drive with just visual input, why can't a Tesla? C-in-C conveniently ignored that, to begin with, humans have binocular vision, and his cars had none. Also conveniently ignored were the facts that human eyes have immense dynamic range, are self-cleaning, and can move to track objects of interest. On top of this, humans also have hearing, which helps gauge danger. Many of these things could be filled in by Lidar but since C-in-C apparently had a revelation from heaven, possibly caused by drugs, lidar had to go.

jayd16 5 hours ago

They never used LiDAR. They removed the radar.

tastyfreeze 5 hours ago

I really wish that companies would just sell their products instead of doing the business relationship 2-step. It is an unnecessary waste of time to sell product.

It looks like these sensors have just enough range to be effective for lidar terrain scanning. I would have bought a Movia S right now just to try it out.

ronsor 5 hours ago

I hate this as well, but there are valid business reasons:

- Setting up infrastructure and support for consumers is expensive and hard to do well, especially if that's not your main industry.

- Some products are only economical if mass produced, and that requires large, guaranteed buyers.

1970-01-01 5 hours ago

Isn't LIDAR a high powered laser? How could they just go selling it to consumers like you?

tastyfreeze 5 hours ago

It is a Class 1 laser. I can buy a Class 4 laser online that I can start fires with. Laser danger is not the reason.

chris_money202 3 hours ago

Cameras alone can handle the vast majority of nominal driving scenarios, but the long tail of safety critical edge cases is where progress slows dramatically. Many of these cases are driven by degraded or ambiguous perception, which is where multi‑modal sensing, such as combining cameras with lidar, can reduce uncertainty. In adverse weather like fog or heavy rain, that reduction in uncertainty can translate directly into safer behavior, such as earlier and more confident emergency braking, even if no single sensor performs perfectly on its own

neilv 3 hours ago

Laser safety people: how concerned should we be about city streets full of aggressively cost-engineered Lidar emitters?

0_____0 2 hours ago

Basically not.

Biggest risk is that a beam steering element stops while the emitters are running. Basically impossible with a phased array emitter like the article discusses.

And you'd probably have to be staring into the laser at close range while it was doing that.

The laser beams usually aren't tiny points like your laser pointer. Several centimeters across is more typical, especially at typical road distances. Your pupil is very small in comparison.

The optical hazard calculations are a very early part of the design of a LIDAR system, and all of this does get considered. Or should anyway.

Biggest risks are for people involved in R&D, where beams may be static and very close to personnel.

rhubarbtree 4 hours ago

Just to be clear, this article is talking about the possibility that this might happen one day. LiDAR remains prohibitively expensive AFAICT.

culi 3 hours ago

This is not quite true. It depends what you're talking about. Automotive LiDAR sensor prices typically range from $150–300 today for standard units. Mid-range ADAS systems (Ls+/L3) sensors are about $600-750 and the long-range units used by robo-taxis like Waymos are about $1,500–6,000 or more per sensor

https://www.fleetowner.com/technology/article/55316670

The ~$75k per sensor in 2015 refers to the long-range sensors. 99% of production is from 4 Chinese companies: Hesai, RoboSense, Huawei, and Seyond.

b8 6 hours ago

I still believe in Cameras. I have a comma.ai 3x and it works really well. Just get a thermal camera to deal with fog etc. Waymo has some of the same limitations with cameras that Comma and Tesla does.

bastawhiz 5 hours ago

There's no reason to believe in just cameras. Cameras are easily blinded by glare and have their efficacy drop dramatically when they get dirty. Having inexpensive lidar AND cameras is the best of both worlds. When it comes to safety and comfort, we shouldn't be trying to optimize for cost. If we figure out how to make cameras alone bulletproof in the future, great. But there's not where we're at today.

AnotherGoodName 5 hours ago

I think that supports most people’s viewpoint though. Visible light Cameras alone can ‘work’ but more sensors is of course better. You infrared example for instance.

The only reason not to have more sensors of different types is cost (equipment and processing costs). Those costs are coming down fast.

sroussey 4 hours ago

Same limitations as radar and ultrasonic and ladar and vision cameras combined?

Even Tesla used to have radar and ultrasonic in their cars until relatively recently. And they use lidar (from Luminar) in their mapping fleet.

aidenn0 6 hours ago

Anyone know what the ballpark total marginal cost to a consumer for increasing the BOM of a car for $1 is?

tonetegeatinst 12 hours ago

Radar is extremely expensive, and lifar is just below that.

Glad to see someone lowering the cost of this technology, and hope to see lots of engineers using this tech as a result.

We might even see a boom in LIDAR tech as a result

formerly_proven 12 hours ago

What makes you say radar is extremely expensive? Virtually every car from the last decade has at least one, many have two or more. They’re barely more than a PCB and a radar ASIC.

pbmonster 11 hours ago

If you want to compete with LIDAR, you need high resolution 4D (range, velocity, azimuth, and height) RADAR. Those are usually phased arrays with expensive phase sensitive electronics, and behind that a chip that can do a lot of Fourier transforms very quickly.

The cheap RADAR devices you're talking about usually only output range and velocity, sometimes for a handful of rather large azimuth slices. That doesn't compete with LIDAR at all.

ingend88 2 hours ago

Would it be no easier to integrate it into home vaccuums ?

9999_points 9 hours ago

I wonder if this could be adapted to the vtuber market. Saw a vtuber body tracker being marketed at $11k recently.

FpUser 10 hours ago

Below is one of the comments poster to original article, reading it makes me think that most of the whole article has been regurgitated by some AI:

>"This misleading article contains numerous factual errors regarding automotive lidar. Here are the most glaring:

There are multiple manufacturers, including Hesai, that use mechanical means for at least one scan axis and are already sold for a fraction of the "$10k - $20k" price noted by the author. Luminar itself built this class of scanners before going bankrupt.

Per Microvision's own website, the Movia-S does not use a phased array and also does not have a range anywhere near 200m.

Velodyne and Luminar do not even exist as companies anymore. Both have gone bankrupt and been acquired by competitors."

brador 12 hours ago

Is this Human safe at these volumes? There was a time you could get your feet sized by putting them into an X-ray box at the shoe store. Removed from stores once the harm was known.

skandinaff 11 hours ago

Well, the energy levels used in those devices should be miniscule, and the wavelengths used are well studies. The problem with x-rays - was lack of studies on health effects, and regulations on those effects. I think, since that time, we've studies radiation (be it light, rf or other parts of spectrum) much more. There is indeed a possibility that we're overlooking some bio-electromagnetic interaction effects; for instance now there is some evidence that led lights might not be harmless - but again, it's not the they affect biological structures somehow, but the lack of spectral components has some effects. It is an interesting topic to research. But, the lidar "should" be safe

brador 3 hours ago

The main damage risk from LIDAR is to retinal rods and cones. You just know some jerk is going to overclock his system and we know some people just don't care about the harm they cause so long as they get a benefit. As a combo that means I'll be wearing protective eyewear outdoors the day this tech comes to the roads.

thegeek108 12 hours ago

What is this author even doing with these numbers?

ck2 6 hours ago

BTW what happens when there are hundreds of Lidar signals at one intersection?

There's no way a sensor can tell if a signal was from its origin?

Guessing any signal should be treated as untrusted until verified but I suspect coders won't be doing that unless it's easy

colechristensen 13 hours ago

can I buy it on digikey yet?

rurban 8 hours ago

What? You get Chinese lidar sensors for 12 EUR for a long time already.

bjrobz 14 hours ago

I saw a Waymo in Seattle, today. If Waymo can get Seattle right, that gives me a lot of confidence that their stack is very capable of difficult road conditions.

Note: I have not had the pleasure of riding in one yet, but from what my friend in SJ says, it’s very convenient and confidence-inspiring.

geminiboy 14 hours ago

I have had the pleasure of riding a few times in SanFrancisco.

The drive was delightful and felt really safe. It handled the SF terrain, traffic and mixed traffic like trams very well.

I wouldnt trust a self driving tesla ( or any camera only systems) though!

rediguanayum 14 hours ago

I took the Waymo from San Jose airport to home on the peninsula. It took the 101 highway back for the most part, driving very conservatively at 65-55 mph, and in the right most lane. It still has a few quirks though. When there aren't any cars around it will speed up to 65 mph, but at on-ramps, it will slow down to 55 and then speed up once past. It will get stuck behind slow drivers being in the right most lane and patiently follow them a few car length behind them. On the plus side, the lidar stack field of view as shown on the internal display seems to see pretty far down the highway.

the_real_cher 13 hours ago

Tesla doesnt have Lidar?

eptcyka 13 hours ago

aaronbrethorst 13 hours ago

small_model 13 hours ago

Why wouldn't you trust a Telsa, millions of people let there Tesla drive them all over USA (not geofences like Waymo) without touching the wheel from parking spot to parking spot everyday. Have you tried it?

lccerina 13 hours ago

cheema33 11 hours ago

notTooFarGone 13 hours ago

tzs 7 hours ago

speedgoose 13 hours ago

How could I buy one?

fragmede 13 hours ago

It might, but comma.ai proves that lidar is red herring, which is further supported by the fact that Waymo are able to drive vision-only if necessary.

KaiserPro 13 hours ago

> comma.ai proves that lidar is red herring

I mean it doesn't. If you actually look at it comma.ai proves that level two doesn't require lidar. Thats not the same as full speed safe autonomy.

whilst it is possible to drive vision only (assuming the right array of cameras (ie not the way tesla have done it) lidar gives you a low latency source of depth that can correct vision mistakes. Its also much less energy intensive to work out if an object is dangerous, and on a collision course.

To do that in vision, you need to work out what the object is (ie is it a shadow) then you have to triangulate it. That requires continuous camera calibration, and is all that easy. If you have a depth "prior" ie, yes its real, yes its large and yes its going to collide, its much much more simple to use vision to work out what to do.

fragmede 12 hours ago

It's fair to point out that comma.ai is SAE level two system, however it's not geofenced at all, which is an SAE level 5 requirement. But really that brings up the fact that SAE's levels aren't the right ones, merely the ones they chose to define since they're the standards body. A better set of levels are the seven I go into more detail about on my blog.

As far as distinguishing shadows on the road, that's what radar is for. Shadows on the road as seen by the vision system don't show up on radar as something the vehicle will run into.

imtringued 11 hours ago

dnlserrano 13 hours ago

will Musk backtrack on the whole CV enough, that's how humans do it if price becomes this low?

joe_mamba 12 hours ago

To be fair, Musk was only parroting what Karpathy was telling him so you should ask him how self driving cars are supposed to work with CV only.

guywithahat 6 hours ago

Well he's also argued that just using CV reduces sensor contention and he claims it improves performance and release velocity, which is why they also got rid of radar and ultrasonic sensors. I am doubtful although it'll be interesting to see regardless

khafra 14 hours ago

Oh hell yeah, we can finally stop the braindead attempts to make a safe self-driving car with just cameras.

KeplerBoy 13 hours ago

Tesla actually re-introduced radar sensors in HW4. https://www.teslarati.com/tesla-hardware-4-hd-radar-first-lo...

They might not use them for autopilot, but maybe for some emergency braking stuff, when everything else failed.

torginus 6 hours ago

I wouldn't be surprised if this was a better solution. I think while radar might have a worse spatial resolution, it's depth perception, speed measurement capability, and general robustness to adverse weather might make it a better complementary sensor.

Lidar struggles with things like rain and snow way worse than cameras do.

throwaway473825 14 hours ago

Is there anyone using only cameras except Tesla?

simondotau 11 hours ago

Xpeng, Wayne, aiMotive to name three. Probably many others, who claim to use LIDAR but don’t actually rely on it. Because LIDAR is perceived as a prerequisite for autonomous safety, admitting to not needing it is a bad PR move — for now.

Betelbuddy 10 hours ago

culi 3 hours ago

Tesla is using radars as well as cameras. No one is using only cameras

Betelbuddy 13 hours ago

Nope...

small_model 13 hours ago

Yes, silly using just cameras, I mean humans have Lidar sensors, that why they can drive, why didn't new just copy that....oh wait.

It all seriousness though, Tesla are producing cyber cabs now which are 10th the price of Waymo's and can drive autonomously anywhere in the world. I think we can see where this is going. (Hint: not well for Waymo)

Also the article is speculative 'MicroVision says its sensor could one day break the $100 barrier'. One day...

lccerina 13 hours ago

Humans also don't have wheels, but we build objects with wheels. It is as if we can build objects that don't resemble humans for specific purposes. Crazy...

shawabawa3 13 hours ago

> Tesla are producing cyber cabs now which are 10th the price of Waymo's and can drive autonomously anywhere in the world.

My understanding is that cyber cabs still need safety drivers to operate, is that not the case?

small_model 12 hours ago

brandonagr2 5 hours ago

orwin 12 hours ago

KaiserPro 13 hours ago

> Tesla are producing cyber cabs now which are 10th the price of Waymo's and can drive autonomously anywhere in the world.

Wait what? when did they actually enter mass production?

> I mean humans have Lidar sensors

Real time slam is actually pretty good, the hard part is reliable object detection using just vision. Tesla's forward facing cameras are effectively monocular, which means that its much much harder to get depth (its not impossible but moving objects are much more difficult to observe if you only have cameras aligned on the same plane with no real parallax)

Ultimately Musk is right, you probably don't need lidar to drive safely. but its far more simple and easier to do if you have Lidar. Its also safer. Musk said "lidars are a crutch", not because he is some sort of genius, Its obvious that SLAM only driving is the way forward since the mid 00's (of not earlier). The reason he said it is because he thought he could save money not having lidar. The problem for him is that he didn't do the research to see how far away proper machine perception is to account for the last 1% in accuracy needed to make vision only safe and reliable.

vardump 5 hours ago

s08148692 5 hours ago

brandonagr2 5 hours ago

disillusioned 13 hours ago

This is a weirdly tired counterpoint that Elon and Elonstans like to bandy about as if it's an apples to apples comparison. Humans have a weirdly ultra-high-dynamic-range binocular vision system mounted on an advanced ptz/swivel gimbal that allows for a great degree of freedom of movement, parallax effects, and a complex heuristic system for analyzing vision data.

The Tesla FSD system has... well, sure, a few more cameras, but they're low resolution, and in inconveniently fixed locations.

My alley has an occlusion at the corner where it connects to the main road: a very tall, very ample bush that basically makes it impossible to authoritatively check oncoming traffic to my left. I, a human, can determine that if I see the light flicker even slightly as it filters through the bushes, that the path is not clear: a car is likely causing that very slight change in light. My Tesla has no clue at all that that's happening. And worse, the perpendicular camera responsible for checking cross-traffic is mounted _behind my head_ on the b-pillar, in a fixed location that means that without nosing my car _into_ the travel lane, there is literally no way for it to be sure the path is clear.

This edge case is navigated near-perfectly by Waymo, since its roof-mounted lidar can see above and beyond the bush and determine that the path is clear. And to hit back on the "Tesla is making cheaper cars that can drive autonomously anywhere in the world": I mean, they still aren't? Not authoritatively. Not authoritatively enough that they aren't seeing all sorts of interventions in the few "driverless" trials they're doing in Austin. Not authoritatively enough when I have my Tesla FSD to glory. It works well enough on the fat part of the bell curve, but those edges will get you, and a vision only system means that it is extremely brittle in certain conditions and with certain failure modes, that a lidar/radar backup help _enhance_.

Moreover, Waymo has brought lidar development in-house, they're working to dramatically reduce their vehicle platform cost by reducing some redundant sensors, and they can now simulate a ground truth model of an absurd number of edge cases and odd scenarios, as well as simulate different conditions for real-world locations in parallel with their new world modeling systems.

None of which reads to me as "not going well for Waymo." Waymo completes over 450,000 fully autonomous rides per week right now. They're dramatically lowering their own barriers to new cities/geographies/conditions, and they're pushing down the cost per unit substantially. Yeah, it won't get to be as cheap as Tesla owning the entire means of production, but I'm still extremely bullish on Waymo being the frontrunner for autonomous driving for the foreseeable future.

small_model 13 hours ago

vardump 5 hours ago

cheema33 11 hours ago

> Yes, silly using just cameras, I mean humans have Lidar sensors, that why they can drive, why didn't new just copy that....oh wait.

Humans don't have wheels and cannot go 70MPH. Humans also don't have rear view cameras and cannot process video feeds from 8 cameras simultaneously. The point of these machines is to be better than humans for transportation. If adding LIDAR means that these vehicles can see better than humans and avoid accidents that humans do get into, then I for one want them in my vehicle.

micromacrofoot 7 hours ago

The human brain is a product of millions of years of dealing with spatial problems for survival — and most individual humans are the product of thousands of hours of experience using it to navigate the physical world.

We're always getting closer at emulating this, but we're still a ways off from matching it.

imtringued 11 hours ago

I don't understand what you're saying.

Stereo based depth mapping is kind of bad, especially so if it is not IR assisted. The quality you get from Lidar out of the box is crazy good in comparison.

What you can do is train a model using both the camera and Lidar data to produce a good disparity and depth map but this just means you're using more Lidar not less.

>It all seriousness though, Tesla are producing cyber cabs now which are 10th the price of Waymo's and can drive autonomously anywhere in the world. I think we can see where this is going. (Hint: not well for Waymo)

This feels like a highly misleading claim that might technically be true in the sense that there are less restrictions, but a reduction in restrictions doesn't imply an increase in capability.

The comment about Waymo seems to be particularly myopic. Waymo has self driving technology and is operating as a financially successful business. There is no conceivable situation where the mere existence of competition with almost the same capabilities would shake that up. Why isn't it companies like Uber, who have significantly fallen behind, that are in trouble?

>Also the article is speculative 'MicroVision says its sensor could one day break the $100 barrier'. One day...

And so is the comment about Tesla cyber cabs.

khafra 12 hours ago

Humans cannot drive safely. Human drivers kill someone every 26 seconds. Waymos have never killed a person.

Part of that is that humans are distractible, and their performance can be degraded in many ways, and that silicon thinks faster than meat.

But part of it is the sensor suite. Look at Waymo vs Tesla robotaxi accident rates.

briandw 5 hours ago

The brains (ai models) are more important than the sensors. Cameras are good enough. Lidar doesn’t keep Waymos from driving into an 18” deep puddle, or driving the wrong way down the street. Lidar doesn’t help predict when a pedestrian is going to try to cross the street. Lidar doesn’t give the car the common sense to slow down because a child just ran behind a parked car and will soon be coming out the other side.