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> but their vision only tech stack doesn’t seem capable of solving it

Well, I'm not sure that anyone's tech stack is capable of solving it; the live examples of robotaxis are, well, not something you'd bet your company on (and generally their creators are _not_ betting their companies on them). There was, I think, a decade ago the idea that fully self-driving cars were a near-term inevitability. That's fading, now.



I think a lot of that came from the Tesla hype machine creating a strong association between electric and self-driving as being the immediate future of cars in popular consciousness, so when people saw electric becoming a reality they assumed self-driving was right around the corner when in actuality their maturity levels aren't related much at all. Fallacious thinking that may doom a few companies between Lyft, Uber, and Tesla


This is a good point. I think the market has to adjust to a reality where electric cars are just cars that happen to be electric, rather than a hyped up techno-dream. Electric propulsion all by itself is pretty great, we don't need to tie it to FSD dreams.


the low point on the hype cycle, probably we underestimate the actual capability (because our expectations were based on years of overestimation)




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