self-driving


Tesla AutoPilot Cost and Take-Rates

Model S autopilot

Last October, Tesla Motors CEO Elon Musk stepped onstage in Los Angeles to announce the new P85D edition of the Model S and a new semi-autonomous driving feature called AutoPilot. Surprisingly, Musk told the audience that, starting two weeks prior to the event every Model S coming off the line was already equipped with the package of radar, camera and ultrasonic sensors that would enable AutoPilot. The engineers were still working on the software and it would debut in 2015. It’s now August 2015 and AutoPilot still hasn’t been turned on but the company’s second quarter earnings release did make an interesting mention of the new capability.

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Can an Apple User Experience Be Enough to Succeed in Cars?

carplay

In recent days, the speculation that Apple, Inc. has embarked on an effort to develop and produce cars has blown up all over the internet. If indeed Apple is doing this, they come at this market segment as the industry may be entering the most transformational period in its near 130 year history. I believe Apple can do some very interesting things in this field in the near term, but it’s not at all clear if the company behind the Mac and iPhone has the traits to succeed in the long run. Even if Apple does succeed in the near-term, Tesla is likely to be the first automaker to feel the pain.

The auto industry is scrambling right now to develop future cars capable of driving themselves, taking the humans completely out of the loop. As I’ve discussed previously, there are still a great many technical issues to resolve before we can turn over full control of our mobility needs to sensors, actuators and algorithms. It may in fact be decades before we have fully autonomous general purpose vehicles that can go anywhere.

The era of personal vehicle ownership may be coming to an end

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