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4 tweets,
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1. Wrote about the future of self-driving cars (alternative title: ‘Why LiDAR is a Myth’) and why image processing innovation will help it subsume this market (autonomous vehicles). There are system-wide reasons (sw / hw / data processing). stevecheney.com/on-the-future-… 
2. Tesla’s and Waymo’s (and startups’) challenges are multi-dimensional. All are racing to get to consumer cars, build the tech, find distribution and avoid strategy taxes. But it’s going to become clear everyone will ditch LiDAR within 3 years.
3. LiDAR will not fail because it’s expensive in isolation, but because image recognition will be ‘as good’ and no one will make money off trying to create solid state LiDAR (very tough problem).
4. The L5 autonomy and ‘RoboCar’ questions mean there is a lot of investment today, yes. But what consumers will buy will come down to economics - supply side and consumer side. Will Tesla thrive? Unclear. But image processing technology will kill LiDAR.
