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in the multi-billion dollar battle for the autonomous driving market, who will have the last laugh, tesla or waymo?

2024-09-14

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waymo and tesla are in a fierce battle for dominance in the self-driving technology market, but each company has different challenges to overcome before a winner is decided.

phoenix.com technology news: on september 14, beijing time, in the fierce competition of autonomous driving technology, the two giants tesla and waymo are engaged in a battle for market control worth billions of dollars. although the battle is stalemate, both sides have shown distinct characteristics in terms of technology path, market layout and resource investment.

currently, cities such as san francisco, los angeles, phoenix and austin have deployed about 700 self-driving cars.waymo has gained a certain advantage thanks to its good performance in complex urban traffic.as a subsidiary of google's parent company alphabet, waymo has relied on its parent company's strong financial and technical support since its establishment in 2009. its driverless technology software has demonstrated stable performance in urban congestion.

however, tesla is not willing to be outdone.despite the many challenges, tesla has widely deployed its autonomous driving technology around the world, and its large fleet size is far beyond the reach of waymo. andrej karpathy, former senior director of artificial intelligence at tesla and a member of the founding team of openai, expressed his firm confidence in tesla's autonomous driving plan in his latest podcast. he believes that although tesla still needs to improve on the software level, software problems may be easier to solve compared to waymo's high hardware costs. karpathy predicts that once tesla solves the software problem and fully deploys autonomous driving technology, its market potential will be immeasurable.

regarding tesla’s navigation strategy of relying on cameras instead of lidar sensors, karpathy pointed out that tesla actually uses lidar in the data collection phase to assist the camera system in improving performance. he emphasized that this strategy has more advantages in scalability.

the road ahead

industry experts have different views on the competition between tesla and waymo. some believe that waymo is ahead of tesla in the actual operation of self-driving taxis due to concerns about consumer safety. however, some experts agree with karpathy that tesla's leading position in the application of machine learning to self-driving software and its large fleet on the road have laid a solid foundation for its large-scale deployment of self-driving technology in the future.

at the same time, some analysts pointed out that tesla and waymo each face different problems: tesla's autonomous driving system still needs to mature, while waymo faces challenges in cost control and financial sustainability.how to find a balance between technological breakthroughs and cost control will be the key to the future development of the two companies.(author/han tianshu)

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