The exit of Uber and Lyft strikes me as being reflective of growing pragmatism in the AV space, as does the increasing importance of auto OEM partnerships and the shift toward trucking and logistics. I think we're largely past the bottom of the trough at this point.
https://twitter.com/Kbaranko_391/status/1387070760074678275
The X-Factor in this is Tesla. They never stopped acting like we're still in the midst of Peak AV Hype, and the massive risks they've embraced with their approach (see the latest fatal crash) could still send the entire sector back to deep Trough of Disillusionment territory.
One of the more disheartening things about the reaction to the most recent Tesla crash has been the number of people saying: "see, self-driving cars will never work." Most of the public has no idea that Tesla's issues are in no way reflective of the rest of the AV sector.
The situation reminds me of the @faizsays piece about the "Techlash" and AVs: Silicon Valley folks he interviewed assumed that the scary-looking, sensor-clad AVs were taking the risks that the Teslas (which just faded into the background) were taking. thedrive.com/tech/30151/sil…
• • •
Missing some Tweet in this thread? You can try to
force a refresh
