LiDAR and the End of the Musk Marketing Masque

LiDAR and the End of the Musk Marketing Masque
by Roger C. Lanctot on 09-19-2021 at 6:00 am

LiDAR and the End of the Musk Marketing Masque

One of the key differentiating characteristics of companies working on autonomous vehicles is the willingness to explain or disclose the manner in which this technology works. Tesla and Mobileye have been standouts in the explainer category.  Companies like Waymo and Cruise have been less distinguished.

Tesla, though, … Read More


Can/Will NHTSA Rein in AVs Bad Boys?

Can/Will NHTSA Rein in AVs Bad Boys?
by Roger C. Lanctot on 09-08-2021 at 10:00 am

Autonomous Vehicle AV Bad Boys

There’s a new sheriff in town at the U.S. Department of Transportation in the form of Department Secretary Pete Buttigieg with an acting deputy in Acting Administrator Dr. Steve Cliff at the National Highway Traffic Safety Administration (NHTSA). NHTSA has served notice on bad boy Tesla CEO Elon Musk that it is investigating

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Tesla Dojo – Unique Packaging and Chip Design Allow An Order Magnitude Advantage Over Competing AI Hardware

Tesla Dojo – Unique Packaging and Chip Design Allow An Order Magnitude Advantage Over Competing AI Hardware
by Dylan Patel on 08-22-2021 at 6:00 am

training tile 2

Tesla hosted their AI Day and revealed the innerworkings of their software and hardware infrastructure. Part of this reveal was the previously teased Dojo AI training chip. Tesla claims their D1 Dojo chip has a GPU level compute, CPU level flexibility, with networking switch IO. A few weeks ago, we speculated on the packaging ofRead More


Mobileye’s Uncut Gem

Mobileye’s Uncut Gem
by Roger C. Lanctot on 08-02-2021 at 10:00 am

Mobileyes Uncut Gem

Last week, Mobileye released a 40-minute long unedited video of the company’s camera-only Supervision automated driving system in action on the chaotic streets of New York City. The video release was part of an announcement of an expansion of Mobileye’s testing of autonomous vehicle technology including New York City (as the… Read More


Tesla’s License to Kill

Tesla’s License to Kill
by Roger C. Lanctot on 04-04-2021 at 8:00 am

Tesla license to Kill

Even as Honda Motors puts a so-called Level 3 semi-autonomous vehicle on the road in Japan – 100 of them to be exact – the outrage grows over semi-autonomous vehicle tech requiring driver vigilance. Tesla Motors and General Motors have taken this plunge, creating a driving scenario where drivers – under certain circumstances … Read More


What’s Wrong with Car Connectivity

What’s Wrong with Car Connectivity
by Roger C. Lanctot on 03-07-2021 at 8:00 am

What is Wrong with Car Connectivity

I have run into far too many clever automotive executives lately who seem to believe that “we” as an industry have solved the car connectivity challenge. Consumers love built-in car connections and that’s the end of the story – or so they believe.

Sadly, this is not true. Consumers surveyed by Strategy Analytics in China,… Read More


Elon Knows When You Crash

Elon Knows When You Crash
by Roger C. Lanctot on 02-21-2021 at 8:00 am

Elon Knows When You Crash

It’s true. Elon Musk, CEO of Tesla Motors, knows when you crash your Tesla. He just isn’t obliged, in the U.S., to do anything about it. And he’s not alone.

Here it is, 2021 and buyers of cars in the U.S. can’t count on getting automatic crash notification (ACN) included in their next new car.  Even those cars equipped with ACN require

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Morgan Stanley’s Tesla, Ford Misses

Morgan Stanley’s Tesla, Ford Misses
by Roger C. Lanctot on 02-07-2021 at 10:00 am

Morgan Stanley Tesla Ford Misses

Gamestop isn’t the only source of wild stock market gyrations. In fact, one might argue that the crazy valuations gravy train got its start at a humble little car company called Tesla Motors. Tesla’s stock has more than doubled in value from $400, six months ago, to more than $850 today.

Competing, so-called legacy, auto makers… Read More


Amazon Tesla Uber and DoorDash

Amazon Tesla Uber and DoorDash
by Roger C. Lanctot on 12-27-2020 at 6:00 am

Amazon Tesla and Uber DoorDash

As the death toll in the U.S. from COVID-19 approaches 300,000 I am impressed by the resilience of pandemic doubters and deniers. I’m talking about the point-three-percent-ers* who have shifted from calling COVID-19 a hoax to encouraging as many people as possible to get the virus to “get it over with.”

Maybe “impressed” isn’t… Read More


Elon Musk’s Aspirational Automation

Elon Musk’s Aspirational Automation
by Roger C. Lanctot on 11-01-2020 at 8:00 am

Elon Musk Aspirational Automation

Tesla Motors kicked off the release of its latest earnings with news of record results and the release of the company’s Full Self Driving beta. Leading up to the earnings, most attention was focused on whether Tesla will meet its original target of 500,000 vehicle shipments this year in spite of the negative impact of the pandemic.

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