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Posted by doctoboggan 12/11/2025

Rivian Unveils Custom Silicon, R2 Lidar Roadmap, and Universal Hands Free(riviantrackr.com)
395 points | 647 comments
TulliusCicero 12/11/2025|
Autonomy subscriptions are how things are going to go, I called this a long time ago. It makes too much sense in terms of continuous development and operations/support to not have a subscription -- and subscriptions will likely double as insurance at some point in the future (once the car is driving itself 100% of the time, and liability is always with the self driving stack anyway).

Of course, people won't like this, I'm not exactly enthused either, but the alternative would be a corporation constantly providing -- for free -- updates and even support if your car gets into an accident or stuck. That doesn't really make sense from a business perspective.

bryanlarsen 12/11/2025||
Agreed, it seems inevitable that autonomy and insurance are going to be bundled.

1. Courts are finding Tesla partially liable for collisions, so they've already got some of the downsides of insurance (aka the payout) without the upside (the premium).

2. Waymo data shows a significant injury reduction rate. If it's true and not manipulated data, it's natural for the car companies to want to capture some of this upside.

3. It just seems like a much easier sell. I wouldn't pay $100/month for self-driving, but $150 a month for self-driving + insurance? That's more than I currently pay for insurance, but not a lot more. And I've got relatively cheap insurance: charging $250/month for insurance + self-driving will be cheaper than what some people pay for just insurance alone.

I don't think we need to hit 100% self-driving for the bundled insurance to be viable. 90% self-driving should still have a substantially lower accident rate if the Waymo data is accurate and extends.

harikb 12/11/2025|||
History suggests it won't be that clean.

1. High-severity accidents might drop, but the industry bleeds money on high-frequency, low-speed incidents (parking lots, neighborhood scrapes). Autonomy has diminishing returns here; it doesn't magically prevent the chaos of mixed-use environments.

2. Insurance is a capital management game. We’ll likely see a tech company try this, fail to cover a catastrophic liability due to lack of reserves, and trigger a massive backlash.

It reminds me of early internet optimism: we thought connectivity would make truth impossible to hide. Instead, we got the opposite. Tech rarely solves complex markets linearly.

michaelt 12/12/2025|||
> Insurance is a capital management game. We’ll likely see a tech company try this, fail to cover a catastrophic liability due to lack of reserves, and trigger a massive backlash.

Google, AFAIK the only company with cars that are actually autonomous, has US$98 Billion in cash.

It'd have to be a hell of an accident to put a dent in that.

BillinghamJ 12/12/2025|||
They'd still at least buy reinsurance etc anyway.

All unlimited liability insurance companies (e.g. motor insurers in the UK) have reinsurance to take the hit on claims over a certain level - e.g. 100k, 1m etc.

For extreme black swan risks, this is how you prevent the insurance company just going bankrupt.

Reinsurers themselves then also have their own reinsurance, and so on. The interesting thing is that you then have to keep track of the chain of reinsurers to make sure they don't turn out to be insuring themselves in a big loop. A "retrocession spiral" could take out many of the companies involved at the same time, e.g. the LMX spiral.

reportingsjr 12/12/2025||
I believe google/waymo uses Swiss Re for reinsurance, so you are correct.
observationist 12/12/2025||||
If it's cheaper for them to pay lawyers a few tens or hundreds of millions to bury any such case in court, in settlements, or putting the agitator through any of the myriad forms of living hell they can legally get away with, then they'll go that route.

You'd need an immensely rich or influential opponent to decide they wanted to march through hell in order to hold Google's feet to the fire. It'd have to be something deeply personal and they probably have things structured to limit any potential liability to a couple hundred million. They'll never be held to account for anything that goes seriously wrong.

SR2Z 12/16/2025||
This is a crazy take. Google has lots of money to hire lawyers, but that also means that Google has lots of money to pay out settlements. It's worth it to sue them because they have something to take.

Getting richer has never made someone LESS likely to be assured.

johnebgd 12/12/2025||||
They know it’s cheaper to buy/lobby congress to limit their liability and will do so long before they payout real money.
KeplerBoy 12/12/2025|||
The provider of the insurance can always insure itself for that catastrophic case. It's called Reinsurance.
WillPostForFood 12/12/2025||||
Auto insurers don't face a "catastrophic liability" bankrupting scenario like home insurers might in the case of a natural disaster or fire.
jjav 12/12/2025|||
> Auto insurers don't face a "catastrophic liability" bankrupting scenario like home insurers might in the case of a natural disaster or fire.

This changes with self-driving. Push a buggy update and potentially all the same model cars could crash on the same day.

This is not a threat model regular car insurers need to deal with since it'll never happen that all of their customers decide to drive drunk the same day, but that's effectively what a buggy software update would be like.

bentcorner 12/12/2025||
Far be it from me to tell automakers how to roll out software but I would expect them to have relatively slow and gradual rollouts, segmented by region and environment (e.g., Phoenix might be first while downtown London might be last).
HPsquared 12/12/2025|||
That process itself could still break. (Unlikely though it may be)
bdamm 12/12/2025||||
Tesla certainly does it this way today. This is also the norm for IoT that I'm aware of. Nobody wants fleet-wide flag days anyway.
jjav 12/13/2025||
> Nobody wants fleet-wide flag days anyway.

Crowdstike raises their hand..

anticensor 12/13/2025||
aionescu, CTIO of CrowdStrike, is here.
gorgoiler 12/12/2025||||
I think you’re right, but this thread did bring to mind the LA Northridge quake (1994):

https://scpr.brightspotcdn.com/dims4/default/a553905/2147483...

jacquesm 12/12/2025||||
I can easily imagine auto insurers facing exactly that kind of liability if a self-driving car release is bad enough.
SoftTalker 12/12/2025|||
A bad hail storm comes close. Hail damage can total a car.
hardolaf 12/12/2025|||
Cars are the cheap part of auto insurance claims.
bluGill 12/12/2025|||
Only when you are looking at one claim. If all the cars in a city get hail damage the total costs exceed the typical daily claim losses.
prepend 12/12/2025||
I think the point is that it’s much less than all the cars.

And a hailstorm that knocks out 10,000 cars is very rare. But hurricanes or fires that knock out billions in homes happen almost every year.

cjrp 12/12/2025|||
Exactly this; damaging a building or causing the death of a person can be 10x+ more costly for the insurer.
taneq 12/14/2025||||
This is true, we had a bad hail storm come through in 2010 that dimpled an appreciable fraction of the cars in the city like golf balls. Most were deemed repairable write-offs. Went right over a couple of luxury car yards. A bunch of people at my work moved our cars undercover 10 minutes before it hit, and felt kind of silly… for 10 minutes, until it hit.

Car insurance premiums jumped by quite a lot that day, as far as I can tell permanently.

bdamm 12/12/2025||||
This is why insurance companies pay cloud seeders to move thunderstorms and reduce the probability of massive hail claims.
duskdozer 12/12/2025||||
Would auto insurers have enough insured cars within the area of a hailstorm to matter though?
rasz 12/12/2025|||
Euro importers love hail damaged Copart cars, very cheap to fix here.
Karrot_Kream 12/11/2025||||
I doubt autonomous car makers will offer this themselves. They'll either partner with existing insurers or try to build a separate insurance provider of their own which does this.

My guess, if this actually plays out, is that existing insurers will create a special autonomy product that will modify rates to reflect differences in risk from standard driving, and autonomy subscriptions will offer those in a bundle.

bobthepanda 12/12/2025||
Bundling a real product with a financial institution is a time tested strategy.

Airlines with their credit cards are basically banks that happen to fly planes. Starbucks' mobile app is a bank that happens to sell coffee. Auto companies have long had financing arms; if anything, providing insurance on top of a lease is the natural extension of that.

SideburnsOfDoom 12/12/2025|||
> Auto companies have long had financing arms

I have in fact heard it said that VW group is a financing company with a automobile arm. From some points of view, that seems correct.

ghaff 12/13/2025|||
Auto companies, yes. As I understand it, airline credit cards are mostly just co-branded cards with existing banks like Chase.
bobthepanda 12/13/2025||
Frequent flyer programs are basically banks if you consider miles/points are currency.
ghaff 12/13/2025||
That's different from the credit cards themselves--given the points degrade in value. (And which I should really start to use more.)
lotsofpulp 12/11/2025||||
> High-severity accidents might drop, but the industry bleeds money on high-frequency, low-speed incidents (parking lots, neighborhood scrapes). Autonomy has diminishing returns here; it doesn't magically prevent the chaos of mixed-use environments.

This seems like it can be solved with a deductible.

manwe150 12/12/2025||
I think parent might be implying that a 10 mph collision can total a car just as effectively as a 100 mph collision. There might be more left of the occupants, but the car itself might be still a total loss from a cost-to-repair perspective
lotsofpulp 12/12/2025||
True, but another thought I would have is these modern cars should have sufficient sensors to be able to stop and avoid collisions at low speed.
bsder 12/12/2025|||
> Autonomy has diminishing returns here; it doesn't magically prevent the chaos of mixed-use environments.

It doesn't prevent chaos, but it does provide ubiquitous cameras. That will be used against people.

I'm ambivalent about that and mostly in a negative direction. On the one hand, I'd very much love to see people who cause accidents have their insurance go through the roof.

On the other hand, the insurance companies will force self-driving on everybody through massive insurance rate increases for manual driving. Given that we do not have protections against companies that can make you a Digital Non-Person with a click of a mouse, I have significant problems with that.

vineyardmike 12/12/2025|||
> I'd very much love to see people who cause accidents have their insurance go through the roof.

Life is hard and people make mistakes. Let the actuaries do their job, but causing an accident is not a moral failure, except in cases like drunk driving, where we have actual criminal liability already.

> the insurance companies will force self-driving on everybody through massive insurance rate increases for manual driving.

Why would manual driving be more expensive to insure in the future? The same risks exist today, at today's rates, but with the benefit that over time the other cars will get harder to hit, reducing the rate of accidents even for humans (kinda like herd immunity).

> Given that we do not have protections against companies that can make you a Digital Non-Person with a click of a mouse, I have significant problems with that.

I absolutely think this is going to be one of the greater social issues of the next generation.

potato3732842 12/12/2025|||
>Why would manual driving be more expensive to insure in the future? The same risks exist today, at today's rates, but with the benefit that over time the other cars will get harder to hit, reducing the rate of accidents even for humans (kinda like herd immunity).

I think it will get cheaper because people who want to do risky things that detract from driving will self select to drive autonomous vehicles.

xmcqdpt2 12/12/2025||
Interesting theory, I would have assumed the exact opposite. People who want to drive fast and take risks will select manual driving because they'll find the autonomous cars too boring.
potato3732842 12/12/2025||
It's a numbers game. Those people basically don't exist compared to cheapskates who want to drive old cars and people who crash cars driving distracted. It's gonna come down to how many people who want to text and drive or do other sketchy stuff want to make the jump to autonomous cars. Classic car insurance is already stupid cheap just because it implicitly excluded a bunch of risky demographics.
rangestransform 12/12/2025|||
I hope this forces insurance companies to deal with the lenient driver licensing problem that the government refuses to deal with
chihuahua 12/12/2025|||
Yes, imagine you bought a Google self-driving car for $70,000, and one day their algorithm gets mad at you due to a glitch, and your Google account is locked, your car can no longer be unlocked, can't be sold, and your appeals are instantly rejected and you have no recourse. Just a typical day in Google's world.
echelon 12/11/2025||||
I would pay so much for my own SUV to self-drive as well as Waymo.

Keyword: my own SUV. Not a rental. With the possibility for me to take over and drive it myself if service fails or if I want to do so.

The significant unlock is that I get to haul gear, packages, family. I don't need to keep it clean. The muddy dogs, the hiking trip, the week-long road trip.

If my car could drive me, I'd do way more road trips and skip flying. It's almost as romantic as a California Zephyr or Coast Starlight trip. And I can camp out of it.

No cramped airlines. No catching colds by being packed in a sardine can with a stressed out immune system.

No sharing space with people on public transit. I can work and watch movies and listen to music and hang out with my wife, my friends. People won't stare at me, and I can eat in peace or just be myself in my own space.

I might even work in a nomadic lifestyle if I don't have to drive all the time. Our country is so big and there's so much to see.

One day you might even be able to attach a trailer. Bikes, jet skis, ATVs. People might simply live on the road, traveling all the time.

Big cars seem preferable. Lots of space for internal creature comforts. Laying back, lounging. Watching, reading, eating. Changing clothes, camping, even cooking.

Some people might even buy autonomous RVs. I'm sure that'll be a big thing in its own right.

It's bidirectional too! People can come to you as you go to them. Meet in the middle. Same thing with packages, food, etc.

This would be the biggest thing in travel, transport, logistics, perhaps ever. It's a huge unlock. It feels downright revolutionary. Like a total change in how we might live our lives.

This might turn big suburbs from food/culture deserts into the default places people want to live as they have more space for cheaper - because the commute falls apart.

This honestly sounds better than a house, but if you can also own an affordable large home in the suburbs as your home base - that's incredible. You don't need a tiny expensive place in the city. You could fall asleep in your car and wake up for breakfast in the city. Spend some time at home, then make a trek to the mountains. All without wasting any time. No more driving, no more traffic. Commuting becomes leisure. It becomes you time.

This is also kind of a super power that big countries (in terms of area) with lots of roads and highways will enjoy the most. It doesn't do much in a dense city, but once you add mountains and forests and streams and deserts and oceans - that's magic.

Maybe our vast interstate highway infrastructure will suddenly grow ten times in value.

Roads might become more important than ever. We might even start building more.

If the insurance and autonomy come bundled as a subscription after you purchase or lease your vehicle, that's super easy for people to activate and spend money on.

This is such a romantic dream, and I'm so hyped for this.

I would pay an ungodly sum to unlock this. It can't come soon enough. Would subscribe in a heartbeat.

pastel8739 12/11/2025|||
> This might turn big suburbs from food/culture deserts into the default places people want to live as they have more space for cheaper

This will certainly not happen. The reason these places are culture and food deserts is precisely because people drive everywhere and the driving infrastructure requires so much space that it is impossible to have density at the levels needed to support culture.

roguecoder 12/12/2025|||
Even just paying for the roads for these cars to drive on is a challenge with the lack-of-density they require. So many suburbs with large lot sizes just learn to live with the potholes.
trhway 12/12/2025||
that is until autonomous pothole-fixers. Just the other way, looking at the Waymo driving by and with me doing small autonomy myself i was wondering what niche they leave for me, and looking at the road i thought that autonomous pothole-fixers is going to be multi-trillion business.

People writing in other comments about cost of roads, new and repair - it all will change with autonomous road paving hardware.

nightski 12/11/2025||||
I'm really doubting this is the case. It seems much more likely to be due to zoning laws.
estearum 12/12/2025|||
It's not really.

If you have cheap, abundant land it makes no sense to build densely.

Look at Houston with ~zero zoning laws and ~infinite sprawl.

"A neighborhood" in a high-sprawl suburb wouldn't be able to support local mixed use amenities because even singular "neighborhoods" are gigantic enough to warrant driving across them. Once you're in the car, why would you go to the place 2min down the road instead of the far superior place 8min down the road.

bobthepanda 12/12/2025|||
Houston doesn't have zoning laws, but it does have private deed covenants enforced by the city which effectively work as zoning laws. https://www.houstontx.gov/planning/Neighborhood/deed_restr.h...
estearum 12/12/2025||
These allegedly cover only ~25% of residential lots in HTX (mostly the wealthy ones). So sure that's a similar tool and probably distorts things, but I would be very shocked to hear this is anywhere near as important as the infinite supply of ultra-cheap land on the outskirts of town plus public subsidized roads (which will eventually bankrupt the city).
bobthepanda 12/12/2025||
Houston has these, parking requirements, etc. I would argue if anything that mandatory parking requirements have a larger impact than zoning. Parking lots themselves push things farther apart and make not driving unpleasant.
estearum 12/12/2025||
I agree with you but I don't believe the marketplace does. If you get rid of parking requirements in Houston I doubt you'd see a significantly different development pattern because ultimately people there actually do need to park their cars.
xsmasher 12/13/2025||
If you remove parking requirements then the marketplace can discover the right amount of parking. Parking minimums keep the amount of parking artificially high.
estearum 12/13/2025||
That's kind of eliding the whole point of parking minimums (which I also hate, by the way). Parking is a classic tragedy of the commons issue where each individual developer would prefer not to build any parking and externalize that cost onto nearby lots/public streets/following developers.

In fact developers did do this, and "the market" responded by creating regulations that prevent it. Which are obviously causing their own set of serious problems.

nine_k 12/12/2025||||
It only makes sense to sprawl like in Houston if you never mind spending 3-4 hours commuting to work and back. Or if you can't afford anything better.

Ask well-paid people who keep renting apartments in Manhattan, or in downtown SF, to say nothing of Tokyo or Seoul.

estearum 12/12/2025|||
I realize "makes no sense" carries a double meaning here. I am speaking of the system-level decisions which end up actually producing infrastructure. You're right that sprawl is absolutely inhumane – we should absolutely nudge processes/incentives such that it's discouraged, but doing so is not as simple as just "get rid of zoning."
bluGill 12/12/2025||||
Average commute time in Houston is just under half an hour (depend on which source you read, varies from 26-29 in my quick search). Sure you can do commutes more than an hour long, but people generally don't - if they get a new job more than about half an hour away they will move.
ericmay 12/12/2025|||
> It only makes sense to sprawl like in Houston if you never mind spending 3-4 hours commuting to work and back.

Much easier to do with self driving cars though. Remember the promise? “Take a nap in your car and arrive at your destination” or “be productive on your commute”.

ghaff 12/13/2025||
I live well out of Boston/Cambridge. These days, I rarely drive in. (Mostly for flights or the occasional theater). I would absolutely go in more if someone/something were driving me for a reasonable cost. I'm actually fairly convenient to commuter rail but doesn't really work except for commuting during the day which I very rarely do.
foobarian 12/12/2025||||
And further why are zoning laws the way they are? It's exactly because the suburbs people don't want a bunch of hippie trailer park riffraff around.
bluGill 12/12/2025||
At this point it is more because they have always been that way and people don't think about it anymore. in 1920-1950 when they were first enacted they were for those reasons, but now people are more afraid of change.
mperham 12/11/2025|||
What if it's both? People drive everywhere because zoning forces car infrastructure everywhere. There's few to no safe places to walk/bike anymore.
neutronicus 12/12/2025|||
It already has!

Ethnic food has thoroughly suburbanized, as has shopping.

nine_k 12/12/2025|||
I suspect I can get a larger variety of ethnic food of very decent quality in 1 hour in NYC than in 99% of suburbs.

Shopping for large items, or large quantities, definitely tends to use suburban land because it's cheaper, and a shopping center uses a lot of it. The cost for the customers is the time to drive there.

bluGill 12/12/2025|||
I can't speak to NYC - best case it would take me 4 hours to get there (.5 to the airport, 1 hour security, 2 hours on the plane, .5 from ny airport to the city). Meanwhile I can get to nearly anywhere in my entire MSA in less than an hour, both city and suburbs (and even a few farms). Within that the majority of ethnic food is in suburbs, though the largest concentration is still downtown.
neutronicus 12/12/2025|||
Well, NYC is NYC.

I live in Baltimore, and if you ask after Chinese, Korean, Indian, or Vietnamese, without specifying city limits, you will be directed to a place in the suburbs with a parking lot (I think this is essentially true of DC as well).

prepend 12/12/2025||
Same in Atlanta. Best ethnic food is in the suburbs.
hyperadvanced 12/12/2025||||
If you think that culture is strictly a matter of consumption this is a reasonable clap back, but it belies its own shallow premise
vasco 12/12/2025||||
What's ethnic food?
chihuahua 12/12/2025||
If you're in America, it's Italian/Greek/Chinese/Vietnamese/Thai/Japanese/Ethiopian/Moroccan/Brazilian/Indian food. Etc.
bdamm 12/12/2025||
So basically any non-diner non-fastfood.
neutronicus 12/12/2025||
Well, there are some rural staples like BBQ, and Mexican to a degree.

But, yes. The sort of ... enduring narrative is that rural areas and suburbs have chain restaurants, diners, and fast food, because immigrants go to cities and open restaurants from their native cuisine, and that suburbanites think black pepper is spicy and sushi is gross.

In actuality I think immigrants are increasingly (a) enamored of the American big-car / big-house lifestyle (makes sense, they choose to come here) and (b) bought-in to the notion that cities are dangerous, with bad schools. So immigrants rent a place in a strip mall near the suburban school district some other immigrant said was good online and start restaurants there. Google maps exists, suburbanites think nothing of a 25 minute drive, so they ask around online after the best examples of a particular ethnic cuisine, and they drive there.

In Maryland, where I live, it's certainly true that the highly-regarded Chinese and Korean dining is in suburbs. Latin Americans, specifically Guatemalans and Salvadorans, are the only immigrant group moving in to Baltimore (where I live) with any sort of enthusiasm.

pastel8739 12/12/2025|||
While it’s true that there is food and shopping in suburbs, I think it’s also true that suburbs are still food and culture deserts, since the food and other amenities is typically far away from most houses.
bluGill 12/12/2025||
Not really. Get in a car and you can be at all. For many in the city walking it is about as long to get to those things - the distance is less, but the time is similar and time is what counts.(which isn't very many!) the city is the food desert - there are bars and restaurants, but zero grocery stories. If you want to cook a meal you have to get to the suburbs to buy the supplies.
eldaisfish 12/12/2025||
i take it you are not from the old world? Only in north america will you find dense cities without small, normal grocery stores.

These are incredibly common in all of the old world.

bluGill 12/13/2025||
True. One other people you find in cities in the old world is people who are not in that weird place between college and kids where they can afford to eat out all the time and alcohol hasn't started catching up to their health
pastel8739 12/11/2025||||
I very much hope that this doesn't happen. So much wasted energy for so little benefit. What's one to do in this world if they don't have the money to own a car that constantly drives them around? What's one to do if they like becoming familiar with a place, rather than watching place after place whiz by? What's one to do if they want to build relationships with the other humans in the world?
tzs 12/12/2025||
> What's one to do if they like becoming familiar with a place, rather than watching place after place whiz by?

They stop at that place and become familiar with it?

nine_k 12/12/2025||
Doing it on a highway is not as easy as if you were walking past it.
pyrolistical 12/12/2025||||
> no more traffic

How? There would be a huge increase in demand on the roads. You said it yourself, you’d have to build more roads.

Unless you meant, no more [suffering] traffic, since you could just take a nap.

The only way I see self driving to be a true win if it is so efficient that you can remove all the roads and they become part of the mass transit system.

I would demand personal vehicles to pay a premium (cost plus) as they take up more space per person and add to infrastructure maintenance cost

bluGill 12/12/2025|||
There are a bunch of it depends. A large part of traffic is because someone messes up - accidents cause large delays, but even a small mistake in merging can slow down several others. Though human drivers regularly tailgate, if self driving cars maintain their proper 3 second following distance we could need a lot more space. (though perhaps self driving can safely maintain even a closer distance than humans do - I don't know)
foobarian 12/12/2025|||
>> no more traffic

> How?

There would be no more traffic for the driver, who would be sleeping or watching Netflix

llbeansandrice 12/11/2025||||
This would be an absolute energy and efficiency nightmare. I hope to god this never ever happens.

> No sharing space with people on public transit.

If people really want their own private suites they should be paying thru the nose and ears for it. Cars are a worse version of this and the car-centric lifestyle is heavily subsidized by everything from taxes to people's lives (air pollution from ICEs yes, but tire pollution is actually worse in many ways and is made worse with heavier EVs).

This will not fix food deserts, it will make them worse. If your car isn't packed to capacity on every single trip, it is less efficient and worse than public transit.

Roads are awful. We should be trying to minimize them, not expand them.

Whatever ungodly sum you are prepared to pay, I'm certain the actual cost is yet higher.

robocat 12/12/2025|||
> If your car isn't packed to capacity on every single trip, it is less efficient and worse than public transit.

Cost is a great proxy for costs versus benefits. People choose cars because they are efficient for them.

In theory public transit is efficient. In practice, only if you live in a very high density area, or you value your time at $0.

bluGill 12/12/2025|||
There are a few low density places around the world where public transit is efficient for the average person.
eldaisfish 12/12/2025|||
cars are barely efficient in terms of time. In cost terms, cars are incredibly expensive once you add in infrastructure costs, insurance, fuel, the cost of land use, etc.

Public transit is efficient even outside areas of high density - see suburban Europe or India. Why are so many people here utterly car-brained?

nradov 12/12/2025||
Have you ever actually been to Europe? Public transit is pretty good in first-tier cities like Vienna / Stockholm / London where tourists spend most of their time. But out in the smaller cities and rural areas where regular people live there's very little public transit except for slow and inconvenient buses. So everyone drives. Or if they're too poor to afford a car then they just don't go anywhere.
SoftTalker 12/12/2025|||
This is my observation as well, it's also true in the USA. Places like Chicago and NYC have good public transit. You can easily live there without a car, in fact it's easier and certainly cheaper to not have to deal with owning a car. If you visted NYC and formed your impression of public transit in the USA based on that, it would be very wrong. Likewise you cannot assume that because Copenhagen has great public transit and bicycle infrastructure that all of Europe is like that. Get out to the smaller cities and towns and you'll find that many more people own cars and drive everywhere.
eldaisfish 12/12/2025|||
are you familiar with population distributions and the fact that more of the word lives in urban areas than rural?

>So everyone drives

Citation needed, because this is obviously false.

>Or if they're too poor to afford a car then they just don't go anywhere

What a horrible thing to say.

nradov 12/12/2025||
Horrible how? I'm telling you that's the reality, not that it's a good thing. Unlike you I've actually been to those places and talked to the locals.
jmye 12/12/2025||||
> I hope to god this never ever happens.

Then I'll never buy an autonomous vehicle.

I get that most people just want short trips around a major city, but given we, I'm sure it's shocking, don't all live in places like that, or want to spend our time in places like that, it might behoove y'all to solve for other use cases if you want widespread adoption (or at least accept that it's ok to solve for those use cases).

Or, I guess, you can hope that everyone will suddenly decide that all they want is to live in modern Kowloon City because "roads are awful" or whatever memetic nonsense is trending on TikTok.

eldaisfish 12/12/2025||
"we" here is a minority of the population in any developed country. The vast majority of people - almost globally - live in dense areas.
robocat 12/12/2025||
Rubbish.

Population density varies, and your cutoff between "dense" and "not dense" must be tautological.

hcurtiss 12/11/2025|||
Public transit is a dream turned nightmare consistently for seventy-five years. Autonomy will be less efficient -- but not that much less efficient given closer car spacing, speed, and remote parking -- but it will be spectacularly more convenient and comfortable. I'm all for it. You'll survive the tire pollution.
malnourish 12/11/2025|||
That's one opinion. My opinion is public transport is phenomenal. It's relatively reliable (very in some places), generally clean and safe, low cost, encourages urban/high efficiency development, protects greenspace, and employees people.
hcurtiss 12/11/2025|||
I'm not sure where you live, but that doesn't match my experience at all. And I think most people agree given the overwhelming majority of people who choose to drive, notwithstanding traffic and parking. The declining public transit ridership in most metropolitan areas over time is well documented.[1] It's because in most places -- but evidently not where you live -- public transit sucks relative to private transportation and ride-hailing services. As discussed above, EV autonomy will only increase the difference.

[1] https://www.smartcitiesdive.com/news/fta-transit-ridership-p...

eldaisfish 12/12/2025||
most people in the US are forced to drive, they don't willingly choose to sink large sums of money into a rolling metal cage.
nradov 12/12/2025||
Speak for yourself. I love my cars. For a relatively modest expense they allow me to go wherever, whenever I want and bring all my stuff with me. This is a miracle of modern civilization.
eldaisfish 12/12/2025||
as is the consequent traffic, pollution and inefficiency that choices like yours add up to.
nradov 12/12/2025||
Well I guess it beats having horse manure in the streets.
jjav 12/12/2025||||
> It's relatively reliable

In most places it is not, which is a big drawback. Every week I hear on the news how the train shut down some stations or got massively delayed for random reasons. I couldn't possibly rely on that if I need to be at work at a specific time.

ekianjo 12/12/2025|||
What are you talking about? In most cities public transport sucks, hardly goes anywhere, gets more expensive year after year, makes housing prices go up, and is slow and inflexible enough that people still end up needing cars to go around
zx8080 12/12/2025||
It's interesting to read such an opposite opinions on public transport from Americans and Europeans.
andsoitis 12/12/2025||
Worth noting that only 17% of passenger transport activity in the EU is public transit (trains and buses).

https://www.eea.europa.eu/en/analysis/indicators/share-of-bu...

stephen_g 12/12/2025||||
> Public transit is a dream turned nightmare consistently for seventy-five years

*In the United States. For reasons we have avoided in much of the rest of the world...

echelon 12/12/2025||
The United States is freaking huge. By the time modern transportation arrived, people were already living all over the country in pockets every which where. We opted for cars and planes to cover the vast distances. And as it turns out, we have some of the best in the world of both of these - and in vast quantities.

We do have dense pockets. NYC, in particular, has a nice metro (it just needs to be cleaner and more modernized - but it's great otherwise).

Most countries are small. Their dense cities are well-served by public transit. America is just too spread out. Insanely spread out.

China is an exception in that, while a huge landmass, its large cities emerged as the country was wholesale industrializing. It was easy for them to allocate lots of points to infrastructure. And given their unmatched population size and density, it makes a lot of sense.

As much as I envy China's infrastructure (I've been on their metros - they're amazing!), it would be a supreme malinvestment here in the United States to try to follow in their footsteps. The situation we have here is optimal for our density and the preferences of our citizens. (As much as people love to complain about cars, even more people than those that complain really love their cars.)

Public transit in the US is probably going to wind down as autonomous driving picks up the slack. Our road infrastructure is the very best in the world - it's more expansive, comprehensive, and well-maintained than any nation on the planet. We'd be wise to double down. It can turn into a super power once the machines take over driving for us.

The fact that we have this extent of totally unmatched road infrastructure might actually turn out to be hugely advantageous over countries that opted for static, expensive heavy rail. Our system is flexible, last mile, to every address in the country. With multiple routes, re-routes, detours. Roads are America's central nervous system.

Our interstate system is flexible, and when cars turn into IP packets, we'll have the thickest and most flexible infrastructure in the world.

We've shit on cars for the last 15 years under the guise that "strong towns" are correct and that cars are bad. But as it may turn out, these sleeping pieces of infrastructure might actually be the best investment we've ever made.

Going to call this now: in 20 years' time, cars will make America OP.

Those things everything complains about - they'll be America's superpower.

The rest of the world with their heavy rail trains and public transit will be jealous. Our highways will turn into smart logistics corridors that get people and goods P2P at high speed and low cost to every inch of the country.

Roads are truly America's circulatory and nervous system.

I'm so stoked for this. I once fell for the "we need more trains meme" - that was a suboptima anachronism, and our peak will be 100x higher than expensive, inflexible heavy rail.

TulliusCicero 12/12/2025|||
> The United States is freaking huge. By the time modern transportation arrived, people were already living all over the country in pockets every which where. We opted for cars and planes to cover the vast distances. And as it turns out, we have some of the best in the world of both of these - and in vast quantities.

You have this narrative precisely backwards.

At the risk of pointing out the obvious: the great sprawl that made us dependent on cars happened after cars got popularized.

Yes, the cities were already spread out relative to each other, but that distance can be covered with trains well enough. What made us need cars, and what cars encouraged, was a huge amount of spread within a city or metro area. If you sprawl out over a city such that population density is constantly low, then public transit and walking can't work effectively anymore, and everyone needs to own a car.

US cities that were already large and well populated before the advent of cars tend to be densely built. Their cores, at least, are walkable as a result. This is true even for non-major cities -- just google "streetcar suburbs" as an example.

prepend 12/12/2025||
No, GP is right. Check out the urban/rural populations in 1900 [0].

Cars allowed for suburban sprawl but the country was already really spread out before cars.

Maybe if cars didn’t exist we would have eventually consolidated into dense population centers.

You’re right that US cities were large and well populated, but that’s not where most people (60%) of Americans were.

[0] https://en.wikipedia.org/wiki/Urbanization_in_the_United_Sta...

jjav 12/12/2025||||
> The United States is freaking huge.

Completely irrelevant. I'm not interested in public transport across vast areas from city to city, I can drive or fly for those (very rare) occasions.

Public transport is most useful for the hyper-local day-to-day movement. I'd just want good reliable public transport within my town and neighboring areas.

(Actually I'd prefer to just bike, which requires secure bike parking in all destinations. I can already bike anywhere in town, but my bike will get stolen if I stop anywhere to shop or eat, so I can't do that.)

nine_k 12/12/2025||||
In a way, a fusion of both is possible

Autonomous cars that move largely along the same route could form temporary "trains", or rather convoys, moving in a coordinated fashion. That would simplify navigation, reduce chances of accidents, reduce energy consumption, and definitely give the passengers more peace of mind during the commute.

Such convoys would split when needed, join together when needed, notify other convoys and drivers about their route and timing. This would alleviate traffic jams considerably even under heavy load.

At the same time, they would consist of cars and trucks that would be capable of moving completely separately outside highways.

This, of course, will require some kind of centralized control over entire convoys, and a way to coordinate them. Railways and airways definitely can offer examples of how to handle that.

prepend 12/12/2025||
> This, of course, will require some kind of centralized control over entire convoys, and a way to coordinate them. Railways and airways definitely can offer examples of how to handle that.

Not at all. A simple peer to peer protocol based on proximity and mixing in traffic data distributed like the national weather service will do just fine.

These convoys seem like a perfect example of swarm algorithms fitting well where you don’t need a central coordinator.

nine_k 12/12/2025||
Within a convoy, yes. Between convoys, a dispatcher service could be beneficial, distributed and federated, again, like air traffic controllers and railway dispatchers. The same self-driving car companies that produce the software and require subscription could offer it.
askl 12/12/2025||||
> Roads are truly America's circulatory and nervous system.

Thanks to massive lobbying by car manufacturers that did their best to destroy all traces of public transit infrastructure that existed in the US before the country moved to car dependency.

ulfw 12/12/2025|||
> We opted for cars and planes to cover the vast distances. And as it turns out, we have some of the best in the world of both of these

You actually believe that?!

bluGill 12/12/2025||
It is true. The US has great car infrastructure. The US has a lot of airplanes. For longer distances both work very well.

We have terrible transit though, and there are many short trips where transit should work better than it doesn't work at all. However the subject here is vast distances and the US has those and does well.

deaux 12/12/2025||||
> I'm all for it. You'll survive the tire pollution.

Will you enthusiastically support the taxes on you needed to entirely offset this negative externality?

echelon 12/12/2025||
Rubber ppm over some threshold safety level is a negative externality worth maybe a few billion in remediation, healthcare costs, etc. (As a society, we're still not convinced pulmonary health as impacted by particulate inhalation is important - which is a mistake. It absolutely is a big deal and negative externality driving a whole host of bad health outcomes.)

Malinvestment into public transit in a way that serves only a limited few of the population and that costs 10x the already high initial estimates is a negative drain on the balance sheet worth 500 billion or more. And this infra is woefully inflexible and static.

California HSR alone is already suboptimal vs. flights, and once we have long distance autonomous self-driving, that'll meet the same demand with 1/100,0000,000th the cost (if you average out the costs and benefits of self driving over all other routes).

bdamm 12/12/2025|||
Can we solve the poisoning of fish while we're at it?
nine_k 12/12/2025|||
California is just uniquely dysfunctional in many ways.
llbeansandrice 12/11/2025|||
> You'll survive the tire pollution.

I tend to expect better from HN commenters. I don't have an interest in having a discussion with such a callous and dismissive comment. I hope your day gets better.

Tire pollution is worse than tailpipe emissions and the full effects aren't known. You're dismissive of other people's and the environment's health and you're wrong.

https://www.theguardian.com/environment/2022/jun/03/car-tyre...

rangestransform 12/12/2025|||
Have you thought about how much brake dust subway riders breathe in? At least I can buy a car with a hepa filter

https://www.bloomberg.com/news/articles/2024-08-07/new-york-...

llbeansandrice 12/12/2025||
Hell yeah man screw all of those people breathing the outside air from the car brakes. What losers. We'll just dump the pollution everywhere all the time instead of in specific areas where mitigation for everyone is easier and cheaper.
rangestransform 12/16/2025||
Screw the people in the nyc subway that don’t want to breathe in brake dust and also don’t wanna spend 100b+ digging up every single legacy station to accommodate full height platform doors
andsoitis 12/12/2025||||
> Tire pollution is worse than tailpipe emissions and the full effects aren't known. You're dismissive of other people's and the environment's health and you're wrong.

Tire pollution is now as large or larger than tailpipe particulate pollution, but it’s not a complete apples-to-apples comparison.

Tail pipe pollution includes CO₂, NOx, SO₂, CO, and fine particulates (PM2.5 + PM10) and is strongly linked to asthma, heart disease, climate change.

Tire pollution on the other hand is microplastics, synthetic rubber particles, zinc, and volatile organic compounds. Toxic to aquatic life; long-term human health effects still being studied.

simondotau 12/12/2025|||
A typical ICE car will consume at least 500 gallons of petrol (gasoline) per 1 gallon of tire tread worn. The environmental impact per volume of tire is certainly greater, but it's not remotely five hundred times greater.

I'm not saying we should disregard the issue of tire pollution. But if it was as serious as you suggest, it would be making more headlines than it is.

pastel8739 12/12/2025||
Why wouldn’t it be 500 times greater? Gasoline is combusted for energy, converting most of it into mostly harmless byproducts; tire tread is just released as is.
simondotau 12/12/2025||
The best evidence that tyre tread is significantly less consequential than gasoline consumption is that such criticisms overwhelmingly arise in discussions of electric cars.
xsmasher 12/13/2025||||
> People might simply live on the road, traveling all the time.

I think this is the plot of Kamakiriad.

jrnng 12/12/2025||||
How much would you pay? Why not hire an actual human driver?
pksebben 12/12/2025||
human drivers are inconvenient. They need sleep, and food, and probably won't be willing to take a 5 month trip south of the border for giggles. They poop. Inevitably they will try to do weird shit like have a conversation.
echelon 12/12/2025||
This.

My car is my property. I own it. It does everything I want it to. It is an extension of me.

That question is like asking, "Why own a computer? Why not hire a mathematician to do all your computation for you?"

The problems a self-driving problem solves are 100x deeper than a human, and the second order effects to greater society are enormous. When everyone and everything is self-driving, the roads aren't roads any more - they're TCP/IP and logistics super highways. Anything can go anywhere for any reason at any time. This is a huge societal unlock.

Even thinking about how frictionful ordering an Uber is is exhausting when thinking about the idyllic future of simply jumping into my own car - my own space - and having it do exactly what I want.

This future is magical and I want it now.

MLgulabio 12/12/2025||||
I'm lost on why you fantasies this so much and don't just buy an RV or something?

Do you really hate driving that much?

I don't think this would change the world as you imagine it. I don't mind driving long i will just make sure i get entertainment for the purpose. Like an audio book. My wife doesn't say 'Lets go soemwere you can drive me around and i can finally do that many things in parallel'.

And plenty of family drive today with RVs while the parents are in the front and the kids are in the back. No one is showering while the parents drive. Do you know how slow Cars now would need to drive to make this suddenly that much more comftable than what we have today?

You would need to rebuild the car and streets to get to this point.

itishappy 12/11/2025||||
You must be a lot more comfortable as a passenger than I am, because that honestly sounds like my personal hell. I don't mind driving, but I hate being in any vehicle for extended periods. Have you considered a chauffeur?
bradfa 12/11/2025||||
Have a look at comma ai
echelon 12/11/2025|||
George Hotz has done some interesting work, but Comma is far too indie/hacker. It's not at a scale where it can be 100% autonomous.

I think a fully autonomous car has to be designed around LiDAR and autonomy from the ground up. That's a hugely capital intensive task that integrates a lot of domains and data. And so much money and talent.

This is more in the ballpark of Google Waymo, Amazon Zoox, Tesla/xAI, Rivian, Apple, etc.

And as the other folks have mentioned, this becomes a really good prospect if one company can manage the autonomy, insurance, maintenance, updates, etc. A fully vertically integrated subscription offering on top of specially purposed hardware you either lease or purchase.

fredfilz 12/16/2025||
Hey @echelon,

Interesting thoughts on Comma. Ever thought of working in AV? We're quite similar to Comma but for construction vehicles. We have a couple customers, just raised our seed, and are now expanding our team with some very critical high-ownership founding engineers.

Some info about us: - https://crewline.ai/ - https://crewline.ai/blog/crewline-manifesto

LMK if this is of interest. -Freddie freddie@crewline.ai

rootusrootus 12/11/2025|||
I would hope geohot is exploring options to partner with one of the automakers. Because it sure looks like the future is not bright for their device. Cars are steadily switching to encrypted canbus and don't work with Comma. It's a dead end unless they work a deal with someone to be allowed on the bus.
xmcqdpt2 12/12/2025||||
Absolutely wild to me how a dystopian hell world scenario for me can be someone else's utopia.
fragmede 12/11/2025||||
Get a Model Y or even a Cybertruck. It's not there quite yet but holy shit it's almost there.
devmor 12/11/2025|||
Your dream sounds like a nightmare for everyone else in America. I hope it never comes to fruition.
neodymiumphish 12/12/2025||||
I think there will actually be a couple interesting adjustments/market forces acting in the car companies' favor.

First, if the insurance applies to fully autonomous driving only, then I suspect they’ll reach a point where the cost of insurance+automation ends up being less than just insurance through third parties.

Second, cutting into the traditional insurance market share is likely to increase costs for those who remain on traditional insurance, assuming there’s a significant enough number of people jumping ship. Combined, this creates a huge incentive for more users to jump on the self-driving bandwagon.

rconti 12/12/2025||||
Autonomy + insurance is an interesting way to arrive at what the insurers are already trying to push with their tracker dongles, where they encourage you to drive like a mouse by putting bits of carrot in front of you.

I had been worried that non-tracked insurance would become increasingly expensive once we reached a tipping point where more and more drivers accepted the devil's bargain, but likely the trackers will be obsoleted by autonomy.

apercu 12/11/2025||||
Curious where you live? The only place I ever paid insurance premiums that high (and not quite that high) was in Ontario. I pay $70.
ics 12/11/2025|||
In NYC with clean 15+ year driving record my premium is $270 a month after discounts with USAA. Geico, Allstate, Progressive all quote me $400/mo minimum. Have driven everything from old beaters to brand new economy cars with little difference. Friends who also drive are paying around $350/mo on average.
nixass 12/11/2025|||
> In NYC with clean 15+ year driving record my premium is $270 a month

This is terrible. In Germany (major city) I pay 166 Eur a month for two cars, one normal (premium brand) family car and second being V8 coupe. I make about 25000km a year in total and have 6 years no claims. No accidents in my driving history (over 15 years). Price is for full coverage with low excess.

neutronicus 12/12/2025||
This price is probably driven by higher prevalence of uninsured motorists
mcny 12/11/2025||||
> In NYC with clean 15+ year driving record my premium is $270 a month after discounts with USAA. Geico, Allstate, Progressive all quote me $400/mo minimum. Have driven everything from old beaters to brand new economy cars with little difference. Friends who also drive are paying around $350/mo on average.

You're taking about full coverage, right?

ics 12/11/2025||
Yes but when I tried to switch to liability only it was $20 cheaper. What I pay seems to be the floor, it’s definitely the lowest of anyone I know so far who isn’t claiming to live outside of NYC. Meanwhile my motorcycle insurance, liability only, for an older sport bike was only $400/year with Progressive.
apercu 12/16/2025||
Interesting, when I was in high school I could not afford car insurance so I didn't't even bother with a drivers license, motorcycle license and insurance was like $80/yr.

(that was a while back though).

Grazester 12/12/2025||||
Wow.That a bit high even for NYC. Are you male? I have a join policy with my wife with Geico for $166 a month. This includes upgraded $100,000 liability limit roadside assistance and windshield insurance.

I have a crossover/wagon 330 horsepower V6 engine.

prepend 12/12/2025||
I guess males wreck more. I pay double now for myself as a single man with a car than I did for both me and my spouse and our two cars. Went from $100/month to $200/month overnight.
devmor 12/11/2025||||
Similar here. In Atlanta, have never had an at-fault accident in my life. I pay just under $400/mo for full coverage on my 2019 coupe and my wife's 2015 crossover.
apercu 12/16/2025||
Damn, that's Ontario costs (where the insurance industry is locked in to "No fault" which whether good or bad costs good drivers more.
nightski 12/11/2025|||
Wow that is crazy, also in the US my wife & I pay about $30/each a month.
lotsofpulp 12/11/2025||||
I always chuckle when discussions start comparing insurance premiums without defining the insurance itself.

Might as well compare the prices of apples and oranges and vacuums and space stations.

These comments could be quoting liability only insurance or comprehensive/collision for a kia or comprehensive/collision with bodily injury for a rivian R1S. The insured amount would differ by hundreds of thousands of dollars.

For reference, I have only ever paid for maximum liability only insurance including uninsured/underinsured coverage ($500k/$250k), but not bodily injury, and my premium for 10k miles per year is less than $50 per month. Used to be less than $40 per month before 2022.

maxerickson 12/11/2025||
Why would you forego bodily injury liability coverage? Most states require it, and it makes sense if you have even modest assets.

The medical portion of my insurance that covers me (unlimited PIP) is like $17 a month, I can't see driving much and not spending that, even with relatively limited expectations for how much easier it might make things.

lotsofpulp 12/11/2025||
Sorry, I meant I forego Personal Injury Protection, not Bodily Injury. I purchase the maximum amount of bodily injury (I forget if it’s $250k or $500k, but it’s up there).
jjav 12/12/2025||||
Sounds like insurance in Canada is very cheap. Here in California we pay about $400/month. This is for a couple with no accidents in 30 years, in the sweet spot of old enough to have plenty of driving record with zero accidents but not too old to have any age-based penalties, so that's about as cheap as it gets.

Apparently when our child reaches driving age we should expect to be paying about $1000/month for insurace. We'll see when the time comes.

bryanlarsen 12/11/2025|||
The average car insurance premium in the US is over $2000/year, and over $2500/year for full coverage. I imagine that has an outlier effect and the median is lower, but I'd be surprised if the median was under $100/month. I'm paying just under $1000/year (and yes, in Ontario).
cyberax 12/11/2025|||
The liability-only insurance is around $70 a month.
seanmcdirmid 12/12/2025|||
It depends where you live and how much coverage you get. The real kicker these day is uninsured motorist coverage, because so many people are driving without insurance and they are much more likely to get into accidents.
devmor 12/11/2025|||
You must own your vehicle in its entirety to be able to downgrade to liability-only. If you are still making payments on your car (which most people are), your lender requires that you maintain full coverage.
darkstar_16 12/12/2025||||
I actually I'd be even willing to downgrade my car one level if I'm not driving and just sitting in the back seat. Will likely be cheaper for me to own even with the increased subscription.
dv_dt 12/12/2025||||
Maybe, but it might just push many would-be car owners to just use a service and forego buying a car altogether. What's the point of paying the capital expense, and a subscription expense for a car vs just calling up a Waymo. The traditional car makers should really be wary as they've historically been terrible at service offerings.
wongarsu 12/12/2025|||
In the next step, somebody will notice that many people drive to the same destination (like a large shopping mall or an airport) and try to offer to take them in the same self-driving car for a discount. Over time those vehicles might grow to seat as may as 30-100 people and stop at multiple destinations
barnas2 12/12/2025|||
Incredible startup idea. While we wait for the self driving tech, maybe we could pay specially trained people to drive these vehicles?
rangestransform 12/12/2025||
Labour is over 50% of the cost for the MTA, we could run more routes and shorter headways with autonomy

Who am I kidding, the NYC unions would rather burn down waymos than accept autonomy

prepend 12/12/2025|||
I get your joke. But I like paying more to ride by myself.

It’s the driving I don’t like.

bluGill 12/12/2025||||
If you rarely drive using a service might be worth it. However if you drive more often it will be worth having your own car because it is ready when you want to go. I have a second car that I rarely use - but if I got rid of it a uber is 15 minutes away when I want to go, and the local rental car place is always sold out if I didn't reserve a week in advance.

Even if I'm using a service, someone needs to make the cars the service uses - the car manufactures are not going anywhere, they just get a different customer.

strange_quark 12/12/2025|||
People said this about Uber 15 years ago, and well, that didn’t happen.
dv_dt 12/12/2025||
15 years ago we were supposed to have self driving cars in three years
potato3732842 12/12/2025||||
Waymo does a lot of urban miles and they do so fairly timidly. The flip side of the that coin is Tesla FSD and you don't hear people simping for their safety record much around here.

What if the difference between human and computer is basically nil (for the next ten years or so) and turns out to cost as much as glass coverage?

Furthermore, it's not like you can slap this stuff on a 2000 Ford Tarus. You're inherently incurring the insurance burden of a fancy modern car with obscenely expensive everything to even get into the kind of vehicle that could/would be equipped with autonomy.

phkahler 12/11/2025|||
>> Waymo data shows a significant injury reduction rate. If it's true and not manipulated data, it's natural for the car companies to want to capture some of this upside.

If you can insure the car for less, the car company can charge more for the car. I don't want to pay a subscription (rent) for a car I buy.

bryanlarsen 12/11/2025||
I think you're in the minority. I can't find the reference, but I believe more customers are willing to pay $100/month for Tesla FSD than are willing to pay $10K once.
rootusrootus 12/11/2025|||
That's not surprising, the nominal break-even time (e.g. not accounting for the time value of money) is over eight years if you blow 10K on FSD as a one-time purchase. And when Tesla isn't feeling desperate to convince people to upgrade, the 10K license you bought stays with the car. The average new car owner would spend less with the monthly option.

And of course there's the fact that you can turn monthly FSD off if you feel the value isn't there. The commitment is much lower, so it's easier to convince people to give it a trial run.

I don't pay for it, though. I still haven't been that impressed with it (we've gotten a couple free months to play around with it). I think in some areas it works pretty well, but in my neighborhood it makes regular attempts to scratch the car.

typewithrhythm 12/11/2025||||
Tesla fsd is far from complete enough to be a data point; people who pay the 10k are gambling that when fsd is improved the cost will be much higher.
Alive-in-2025 12/11/2025||
And today only fools pay the 10K one time cost. Tesla even priced the monthly amount to encourage you to go monthly. There's lots of reasons, including that they're not going to be able to upgrade people who got cars with the previous hardware, so endless lawsuits trying to get a promised but never provided upgrade from 3 to 4.
prepend 12/12/2025||||
While that is true, that’s only a small percentage of drivers. Most Tesla drivers do not pay for FSD at all. About 12% of Tesla owners pay for FSD in one form or another [0].

So even though paying monthly is more amenable, the vast majority don’t want to pay anything.

[0] https://www.businessinsider.com/tesla-full-self-driving-sale...

seventytwo 12/12/2025|||
The $10k price exists to make the $100/mo seem like a good deal.
margalabargala 12/11/2025|||
> the alternative would be a corporation constantly providing -- for free -- updates and even support if your car gets into an accident or stuck.

That's one alternative.

Another alternative would be that you get what you get at purchase time, and you have to buy a new car to get the newest update.

"Continuous development" isn't always a selling point when it's something with your life in its hands. A great example is Tesla. There are plenty of people who are thrilled with the continuous updates and changes to everything, and there are plenty of people that mock Tesla for it. Both groups are large markets that will have companies cater to them.

jdminhbg 12/11/2025|||
> Both groups are large markets that will have companies cater to them.

More likely, one group is a large market that companies will cater to and the other group is a small market that will be very loud about their displeasure on the internet.

true_religion 12/11/2025||
It's not as if every subscription works out for the company. Remember the heated seats subscriptions?
embedding-shape 12/11/2025||
Like with Bethesda and paid-for game mods, the issue wasn't the functionality or the feature, but when it was introduced. Next time they do it, probably it'll blow over fast enough for them to just continue, rather than go back.
whimsicalism 12/11/2025||||
> Another alternative would be that you get what you get at purchase time, and you have to buy a new car to get the newest update.

Doubt that is a politically tenable model.

"You're telling me my son Bobby died in a crash that could have been prevented with finished software but they only roll it out to people who have the money for a new car despite no technical limitation?" -- yeah, good luck

rangestransform 12/12/2025|||
Think about how many hoopties are already on the road with broken lights, bad alignment, bald tires, no ABS/ESP/TC, dangerous suspension geometry like semi trailing arms, no oil changes, etc. Why don’t we start handwringing about poor vehicle maintenance?
whimsicalism 12/12/2025|||
If it is a self-driving software update that the manufacturer could push but chooses not to (or could trivially port), I think it becomes much more difficult liability-wise and legally for them. I'm not saying that is the correct way, but I think it is how it would work in practice.
bluGill 12/12/2025|||
We do in some places. Where I live (Iowa) we don't - but most people take better care of their car than that so it is pointless. As a kid I remember parts of MN requiring inspection and a few years latter dropping it when they realized nearly every car was passing so there was no point (this was emissions only not safety). In Texas there are regular inspections - but if you go to border towns you see a lot of those poorly maintained cars on the road (despite the inspection) and so people see more need for them and they keep them.
MangoToupe 12/12/2025||
See this is why people in iowa don't deserve a senator
margalabargala 12/11/2025|||
I mean that's basically how every car with half-assed barely-functional auto lane keeping sold in the last 7 years has worked.
whimsicalism 12/11/2025||
i think self-driving changes the calculus
margalabargala 12/12/2025||
Relying on crappy lane keeping and crappy self driving are equally dangerous. If poor software drives you off the road, why does it matter what the feature was named?
whimsicalism 12/12/2025|||
I don't disagree on the practical level, but I think that optically it is significantly different.
ehsankia 12/12/2025|||
Anything before L4 is "driver assist", which means at the end of the day, the buck stops at the driver. Anything beyond L4, the car itself drives without requiring supervision, which makes a big difference. It's your responsibility to use lane assist in a reasonable way, it's not your responsibility to control how an L4 drives anymore. That's the point of self-driving, the "self" is responsible.
joquarky 12/13/2025||||
I'm getting up there in age and I'm getting a bit tired of designers moving things around.

It's taking longer to update my muscle memory each time.

I still get pissed off at the Play Store app regularly for moving the search bar AND not focusing keyboard input on it when I click the search icon.

SecretDreams 12/11/2025||||
> Another alternative would be that you get what you get at purchase time, and you have to buy a new car to get the newest update.

We can always choose. The subscriptions aren't mandatory? And there's an alternative to the subscription where they offer it to you for a one time cost.

malfist 12/11/2025||
If the choice is offered. But with the way the markets are today, I wouldn't be surprised if we both paid at time of purchase, and then had to pay a subscription fee still.

After all, heated seats are still installed and baked in to the MSRP, even if you're not subscribing to make them work.

LeoPanthera 12/11/2025||||
> Another alternative would be that you get what you get at purchase time, and you have to buy a new car to get the newest update.

The Mercedes-Benz model.

nradov 12/11/2025|||
The consumers who mock Tesla (and other auto manufacturers) that deliver continuous updates are rapidly dying off or moving into assisted living facilities. They're not going to be buying many new cars in coming years. Pursuing that market segment seems like literally a "dead" end.
margalabargala 12/11/2025|||
That's definitely the attitude I hear from the Tesla-can-do-no-wrong crowd, but in reality most of the people I meet in the Tesla-mocking crowd are under 40- younger on average than the other group.

The non-Tesla manufacturers have noticed this and positioned products accordingly. Tesla does Musk-driven-development so only caters to the one group.

hateselfdriving 12/11/2025||||
Funny, I have another 30-40 years before I'm "dying off or moving to assisted living". Yet, because I work in software engineering and cybersecurity, you'll have to rip my human-driven cars out of my dead hands before I ever use or own a self-driving vehicle.

Don't get me wrong, as another commenter brought up, I hate traffic too, and the annual fatalities from vehicles are obviously a tragedy. Neither of them motivate me to sign away my rights and autonomy to auto manufacturers.

What happens when these companies decide they suddenly don't like you, cancel your subscription, and suddenly you're not allowed to drive, or I suppose rather use, the vehicle you "own"? It will become the same "subscription to life" dystopian nightmare everything else is becoming.

Or how about how these subscriptions will never be what the consumer actually wants? You'll be forced to pay for useless extra features, ever increasing prices, and planned obsolescence until they've squeezed maximum value out of every single person. I mean imagine trying to work with Comcast to get your "car subscription" sorted.

You know else reduces traffic and fatalities? Allowing workers to actually work from home. Driving during COVID was a dream come true. Let's let the commercial real estate market fail as it was primed to.

bluGill 12/12/2025||
Have you ever looked at how humans drive? Not the drunks, but the average person - they are terrible. You are not better. Self driving doesn't have to be very good to be better than humans.
hateselfdriving 12/12/2025||
The _average_ person drives just fine. It's specifically the idiots who either should never have been allowed to pass a driver's test in the first place (i.e. lack the motor skills and/ or mental capacity) and the idiots who are so addicted to their phones they can't go 2 minutes without looking at it. I have a very hard time believing those are the majority or even average based on all my time driving.

Which, these issues can be reduced if we stop giving people small slaps on the wrist for driving in ways that greatly endanger others. Hefty fines, temporary/ permanent driving bans, etc. Make people actually pause to consider their actions for once in their lives.

Wow, an improvement we can start doing _today_, that doesn't involve forking over billions of dollars to tech companies to pump out half-baked "self-driving" capabilities. These companies' mission isn't to save lives, in case that's not obvious, it's to _make money_. They are not and have never been interested in potentially simpler/ better solutions if they don't lead to sucking the consumer dry of their money.

thfuran 12/12/2025||||
I know a lot of people who work on medical device software and think Teslas approach to updates is insane. A safety critical system simply should not have routine updates that affect UX or major performance characteristics.
jerlam 12/12/2025||||
Tesla owners aren't that young.

This site claims the average age of Tesla owners is 48 (updated for 2025):

https://hedgescompany.com/blog/2018/11/tesla-owner-demograph...

Which should not be that surprising. Teslas were priced as premium vehicles initially, and then dropped as competitors appeared and to take advantage of tax credits. Teslas also benefit dramatically from owning a garage and adding a charger to it, which mostly homeowners can do.

A homeowner buying an expensive car is very likely older and richer.

Teslas aren't cool anymore, they are what your parents and your Uber driver has.

LightBug1 12/12/2025||
>>Teslas aren't cool anymore, they are what your parents and your Uber driver has.

Exactly.

dzhiurgis 12/11/2025|||
That's my impression too. You'd need to be 80 years old to be excited by a toyota.
LightBug1 12/12/2025|||
Says someone who seems to have absolutely no idea about 'car culture' and no realisation about just how un-cool Tesla's have become.

I associate them with their wanker of a CEO, Uber drivers, and parents complaining about being stung on EV depreciation.

dzhiurgis 12/12/2025||
My friends who already owned Teslas are doubling down on it (upgrading).

Others are buying cars from actual fascist regimes (BYD).

If that doesn’t raise alarm bells to you, you might be suffering from EDS.

LightBug1 12/12/2025||
Oh please ... I guess we're going to ignore Gigafactory Shanghai and the parts Tesla sources from China.

Enjoy your fascist Uber, son.

dzhiurgis 12/13/2025||
Everyone sources parts from China. Tesla does least of it.

p.s. if you buy cars by “coolness” and not by specs and features - you are part of the problem.

hateselfdriving 12/12/2025|||
I'm 31 and I'm very excited by the '86 Chevy truck I just got. You know why? It's _not_ "smart". The smartest thing on it is the old-school AM/FM radio. There's no software updates, there's nothing (built-in) tracking my every move. It's just a simple, repairable truck, for, you know, _driving_.

People have this strange obsession with over-complicating everything they possibly can.

dzhiurgis 12/12/2025||
Car and house are usually most expensive persons purchases. It is absurd to not make them smart.
hateselfdriving 12/12/2025|||
Have you ever stopped to think _why_ cars specifically are so expensive? The manufacturers need to put on a fake show to the market and consumers and pretend they are innovating with new "features" every year. But in reality they stuff so many expensive, fragile, and difficult/ impossible to replace electronics and gadgets into cars because 1) every single piece in that car is marked up from the price they paid. The more (ideally expensive) components, the more they get to mark up as the middleman, the more they get to gouge the customer. 2) The more challenging it is to repair the car, the more likely you _must_ come back to the manufacturer (i.e. dealer) and pay them exorbitant fees to fix problems only they know how and have the parts to fix.
mbg721 12/12/2025|||
I thought it was safety and environmental regulations, primarily. You have to have airbags, and now antilock brakes, and now rearview cameras, etc. If you were allowed to buy a new car built to the standard of the 1970s, it would be cheap.
hateselfdriving 12/12/2025|||
I am also very suspect of the origins of some of these regulations as well. Modern airbags are wonderful, don't get me wrong, but it's not unreasonable to question, in the US at least, whether auto manufacturers and their lobbyists have been causing new rules to be invented that coincidentally both require fancy, expensive technology AND increase the difficulty/ cost of meeting the standards as a mean to prevent new competitors from starting up in auto manufacturing. Rear-view cameras, eye tracking, and drunk-driving detection all come to mind.
bluGill 12/12/2025||
Emissions regulations should come to mind first. Eye tracking is a lot cheaper than getting an ICE to pass modern emissions (a multi-billion dollar project).

Of course any of the above if they work are a good thing. We are debating cost/benefit here though.

hateselfdriving 12/12/2025|||
I've been keeping an eye on Slate lately. They _supposedly_ will be selling their trucks for sub $30k late 2026. Presumably they will meet every modern safety standard.
hateselfdriving 12/12/2025|||
3) The "smarter"/ more unnecessarily complex the vehicle, the easier it becomes to enact planned obsolescence, forcing you to forever buy a new vehicle every 5-7 years, if not more frequent.

4) The "smarter" the vehicle, the more they get to track you and sell your data. You'd think "oh in that case I'm sure it'll be like google where I'd pay a reduced price that's offset by the ad money". No, they will obviously happily rip you off on the vehicle itself AND by selling your data. edit: Because guess what? It's working! People are more than happy to fall for this stuff apparently. I mean hell, it's worked for the phone market too, as one other example.

I'd be ecstatic to see the entire industry wiped out by a newcomer on the scene.

bluGill 12/12/2025||
> The "smarter"/ more unnecessarily complex the vehicle, the easier it becomes to enact planned obsolescence forcing you to forever buy a new vehicle every 5-7 years, if not more frequent.

This makes it harder not easier!. Cars can only see for $50-100k because they last for many years. When the person who wouldn't caught dead in a car more than 3 years old trades in for a new one it gets sold. If the car only lasted 5-7 years that used car buyer would factor that in and be unwilling to pay nearly as much - they would have no choice because banks won't give you a 6 year loan on a car that only has 2-4 years left.

Planned obsolesce exists, but they are thinking of 12-20 year old cars need to go. Any car that makes it to 25 though is a collectors item and they want you to show it off at car shows (preferably not a daily driver though) so people think you can make cars that go that long.

hateselfdriving 12/12/2025||
The bank loans are a fair point; insurance likely wouldn't insure them either. The CyberTruck, as a notable example.

I will say it _can_ be difficult to keep up though, you don't necessarily find out a particular model is a lemon until it's too late, so it can take some years for everyone to learn and adjust. I mean a buddy of mine only found out in 2024 that his 2016 Explorer had a common/ known engine flaw (the water pump frequently goes bad and requires an engine rebuild). And so how do you reconcile that against for example some of Ford's other accomplishments? I mean, there's loads of F150s that have lasted forever (or at least used to).

In theory banks/ insurers would have enough data today to be able to map the general trend; so I don't think you're wrong, but at the same time I will counter that we may not yet be fully experiencing the effects of any obsolescence being implemented today.

I guess my larger/ real point is that I just foresee this industry heading the same way as phones, and many computers.

ghaff 12/12/2025|||
I'm not sure what the threshold is for a house to be smart. But I just had to get some fairly extensive work done and all my light switches and so forth are just traditional toggles. I'm not sure what's absurd about that.
dzhiurgis 12/13/2025||
Admittedly light switch automation is nice but not that useful. Wireless switches are probably cheaper than running cables tho.

I’ve recently posted items about my smart home. Point of DIY it doesn’t need to suck, cost a lot or hold you captive.

https://news.ycombinator.com/item?id=45999721

ghaff 12/13/2025||
A lot of walls were open after a kitchen fire. Electrician was redoing a lot of knob and tube and other older wiring. I had previously had a limited amount of DIY wireless switching (originally X10 but then a couple of voice-controlled switches) but basically everything was being redone anyway. And I basically just now have some dimmers and a simple programmable thermostat I haven't even programmed.

The parent point was that it's silly not to have a smart house (whatever that means exactly) and I disagree. It may make sense to do selectively rather than get an electrician in unless you have some other reason to do so.

dzhiurgis 12/14/2025||
As for threshold probably all the safety stuff: power metering, water leak sensors, smoke alarm monitoring. Then all the energy related stuff - heating, hot water controls - if you are on TOU pays itself in months. Then it's smart entry - probably one thing that you can actually experience and it's the best.
ghaff 12/14/2025||
Basically don't have any of that stuff except a keypad door which I don't really use.
general1465 12/11/2025|||
Let's be real. A staggering amount of drivers are incapable to switch on Automatic Cruise Control or trigger automatic parking. They know how to start the car, how to switch lights and wipers on/off and that's about it.

Paying subscription for something what they are never going to use is going to be a hard sell.

rootusrootus 12/11/2025|||
And to be even more real, a staggering amount of drivers won't be able to afford an autonomous driving subscription even if they wanted to. Or a car new enough or in good enough condition to have functional self driving.
LightBug1 12/12/2025||
This is the real truth.

For all of the Musky wank chat about the future, with FSD, robots, and popping over to Australia on a Starship ... a vanishingly small amount of people will actually be able to afford it once they "get the pricing right".

We're talking about some impressive technology ... doused in snake oil from the top.

stackedinserter 12/12/2025||||
Probably a big chunk of these tried ACC a few times, found that ACC sucks unless you're on perfectly clean empty highway, and said "screw it I'll drive it myself".
ghaff 12/12/2025||
I've played with it a little bit. Seems useful in principle. But a lot of roads I tend to be on--even highways--have a fair bit of traffic and speed limits that change on a pretty regular basis. Hasn't been as useful as I expected it to be.
stackedinserter 12/13/2025||
It's mostly fine but it has no idea of proper positioning on road. It always puts the car in other cars' blind zones, near to trucks etc.
seanmcdirmid 12/12/2025|||
I have auto parking and never use it, it came with the advanced parking sensors that I do use heavily. I forget how to use auto cruise because I drive outside of the city so rarely, it takes me awhile to “trust it” again when I do some highway driving.
JumpCrisscross 12/11/2025|||
> Autonomy subscriptions are how things are going to go

In America, maybe. Chinese manufacturers are already treating self driving as table stakes. If I have a choice between a subscription car and one that just works, I’m buying the latter.

> continuous development and operations/support

ICE vehicles require continuous servicing and manufacturer support.

rootusrootus 12/11/2025||
> In America, maybe. Chinese manufacturers

Let's revisit this conversation after China's cutthroat automotive competition is resolved. That era passed a long time ago in the US.

jayd16 12/11/2025|||
> a corporation constantly providing -- for free -- updates and even support

Corporations could decide to only advertise shipped features, not beta tests.

Breza 12/12/2025|||
I agree with you. Subscription revenue has explicitly been part of Tesla's strategy for years. I'm not sure when this statement first appeared in their SEC findings, but this is from their 2021 10-K:

"As our vehicles are capable of being updated remotely over-the-air, our customers may purchase additional paid options and features through the Tesla app or through the in-vehicle user interface. We expect that this functionality will also allow us to offer certain options and features on a subscription basis in the future."

jillesvangurp 12/12/2025|||
Agreed, autonomy is a service and not a feature of the car. It has to be. There is inherent cost as you use it and associated liabilities, legal requirements for auditing, technical need for maintenance and dealing with updates in a timely fashion.

You could make the point that owning the car is a lot less important if you don't drive it yourself. If Uber didn't have to pay drivers, they could expand their area of operation to basically everywhere. Drivers need to be paid so having them drive long distance is relatively expensive. That constrains the area of operation. But otherwise, cost per mile is very low. So, orchestrating pickups in the country side becomes possible.

It's going to enable night time travel as well. Nap/sleep while traveling. Wake up at your destination. That's going to revolutionize commutes as well and enable people to live much further away from work. A four hour commute is much less of a problem if you can spend the time working or napping.

That in turn is going to do wonders for real estate prices. Because there are a lot of nice places to live that are currently far away from cities and therefore still relatively affordable. We got a preview of that during the lock downs when people figured out that remote working is a thing.

setgree 12/11/2025|||
The other possible future is you rent the car for exactly when you need it and don’t pay a monthly bill— or your monthly bill pays for a certain number of rides/minutes/miles per month. In which case the subscription costs are managed by the provider, who might be the manufacturer and might not.

At least in cities, a fully-functioning, on-demand autonomous fleet would probably be superior to car ownership in just about every way except as a status symbol.

1shooner 12/11/2025|||
The monopolist providing this service would be de-incentivized from ever equipping for all the demand, and the last 10% of capacity being bid on by the last 20% of demand would make this a constant stress and struggle.

Meanwhile it's an excuse for another century of more car lanes and less mass transit infrastructure.

tadfisher 12/12/2025||||
There used to be a service like this, called Car2Go. Not autonomous, but more like how scooter/bike rentals work. It was fantastic, and in no way profitable.
addandsubtract 12/12/2025||
There are still services like that. Miles, for example, or Bolt I think have cars, too.
tonyhart7 12/12/2025|||
Yeah, its called taxi

we already have those

wat10000 12/11/2025|||
Subscriptions are how things are going to go in general. This is just one example of the larger trend. Companies find it very annoying that they have to keep coming up with ways to provide new value in order to keep getting money from people.

Some car companies are already trying out subscriptions for stuff that requires zero ongoing support, like seat heaters. Outside of cars, so much software is switching to subscriptions, whether or not it makes sense. The software for my security cameras has become completely infested by ads, but you can pay for a subscription to make them go away. I own the cameras outright, but not really, since the software needed to use them is basically rented, either with cash or with my eyeballs. Most paid apps I come across these days want a monthly fee to keep using it, they're not content to just sell me a copy.

UniverseHacker 12/12/2025|||
> Of course, people won't like this

I love it because I have exactly zero interest in using this and wouldn’t want to pay for it anyways- and I’d rather more of the drivers around me were actually driving as well.

HPsquared 12/12/2025||
I'd rather the other cars around me are attentive, polite and robotic. It's better than people looking at their phones.
UniverseHacker 12/12/2025||
Maybe if the tech gets better, but right now these systems do not handle unusual or unexpected events well and are basically just a glorified cruise control, yet are marketed as autonomy and encourage people to stop paying attention.
HPsquared 12/12/2025||
I mean Waymo et al.
UniverseHacker 12/12/2025||
Having driven in SF very recently, the current state of Waymo is an obstacle to the smooth flow of traffic. They drive like a hesitant confused person that is worried they just passed their destination but isn't quite sure.

However, that is during 100% normal expected conditions on specific stretches of road they're heavily pre-trained on. My concern was more about their ability to adapt to the unexpectedly dangerous and unanticipated situation.

ineedasername 12/12/2025|||
If that’s the way things go, subscription, there aught to be insurance coverage built into that. It’s required anyway and the extent to which a driver relies on SD, and has to pay a sub, then it’s the SD responsible for accidents, not in full but part, and insurance can reflect that as well. But if the two are inextricable as a requirement anyway, there should be baked in standardized procedures for “things have gone wrong, which was a known inevitability, and this is the framework for handling it.”
prepend 12/12/2025|||
Or isn’t the alternative a local AI that runs autonomously?

We’d may for updates and new models, but no need for a subscription.

Of course the manufacturer makes more money with a subscription and this is the reason they want it.

jklinger410 12/12/2025|||
And therefore opens up other features to subscription models as well. We've already seen it in some cars, tested in others, etc.
rahulstein 12/12/2025|||
Apple products are good counter examples to your point. The cost of the basic software and OS w/ updates is included in the hardware
citizenpaul 12/12/2025||
Counter counter point. Apple's most expensive offering is something like $1000-$1500 and they basically rely on people upgrading every year or two. Almost like a ........subscription.

Rather than a car which a person may keep for 20 years at a one time huge purchase. Its not really reasonable to expect a company to support something longer than even lifer employees will be there to work on it.

I do really really hate the idea of automotive subscription services though.

nomel 12/12/2025||
> Apple's most expensive offering is something like $1000-$1500

Same with Samsung, S25 Ultra ($1100 to $1460) [1], with the fold starting at $2k [2].

[1] S25 Ultra https://www.samsung.com/us/smartphones/galaxy-s25-ultra/buy/...

[2] Z fold, $2000 to $2500 https://www.samsung.com/us/smartphones/galaxy-z-fold7/buy/ga...

danielheath 12/12/2025|||
Why would I own my own car in this scenario (vs paying one of the autonomous driving companies to send a car my way when I need one)?
bluGill 12/12/2025||
Because if you own your car you leave your golf clubs in there just in case you get invited for a round.

If you are the type who is willing to be seen in a used car you can save a lot of money since the rental car needs to be newer cars just in case someone who wouldn't be seen in a used car wants one - and this adds a lot of cost.

stavros 12/11/2025|||
Why would I own a car when I can Waymo one?
TulliusCicero 12/11/2025|||
Having your stuff in it already, it's always available immediately (for you), not needing to worry as much about getting it dirty at the beach or with a dog, going to remote places where calling a Waymo may be infeasible or would take a really long time. Probably also cheaper if you drive really frequently.
Rebelgecko 12/11/2025||||
I don't know you or your situation, but many people (including the idealized version of Rivian's target market) like going places that Waymo currently doesn't. There's also tradeoffs with cost, wait time, # of passengers, cargo, etc. Some people may also want to automate "boring" driving while still having the option to do "fun" driving
nradov 12/11/2025||||
My cars are more than just transportation. They're mobile storage lockers where I can keep my stuff reasonably secure. They're a place to sit warm and dry while I wait for something else. They're (semi) private changing rooms where I can put on my cycling kit. Regardless of who does the driving I'll never give up owning (or at least leasing) my own private cars.
jen20 12/12/2025||||
Because lugging around two child seats when you get out at the other end fucking sucks.
paxys 12/11/2025||||
Why do people own cars when they can just Uber?
testing22321 12/11/2025||
Because it’s not convenient enough, and too expensive.

Fix those two and personal car ownership will plummet in many places.

Many people don’t want to own a car, pay for insurance, gas, tires, oil changes, parking, washing etc.

Car ownership sucks horribly for most people, it’s just currently the best option. That will change.

bluGill 12/12/2025|||
> pay for insurance, gas, tires, oil changes, parking, washing etc.

If you use a car you are paying for those costs. There is no getting around it. If you uber it is indirect, but part of your costs per ride is going to those things. Renting a car gets someone else to do them - but you are paying them to do that somehow. (self driving make trade parking for gas where parking is expensive, so in the densits areas this can make sense, but only because the car is driving empty out to the suburbs in the morning and empty back into the city in the evening - so it increases traffic)

If you own your car you can choose to not keep it clean. The rental will not allow that choice and so you pay for it.

testing22321 12/12/2025||
> If you use a car you are paying for those costs

Yes, but I don’t use my car 24/7.

Soon I won’t have to pay for it when I’m not using it.

bluGill 12/12/2025||
It won't be much if any difference. Rush hour is when most people are trying to get around. Worse, they are all trying to get to the same place, so if you are thinking two trips downtown - that means there is an unoccupied trip back out to the suburbs every morning (and again in the evening) - perhaps more if we are also parking in the suburbs where parking is cheap (though this is probably offset by the cost of parking downtown)
paxys 12/11/2025||||
And why do you think Waymo will fix all of this?
llbeansandrice 12/11/2025|||
This is better solved by leveraging more traditional forms of transportation. Making biking, walking, and various forms of transit easier, safer, and more effective. Cars, whether self-driving or not, are in direct opposition to this.

I'm sure they could be useful to folks that have the specific use-case for it, but the vast vast majority of trips in a person's day-to-day are better solved by robust multi-modal options and public transit. The benefit there is that less drivers means that traffic is actually better for everyone.

testing22321 12/12/2025||
I agree with you broadly in principle, but sadly cities in North America have been built for cars, and so they are by far the best way to get around
llbeansandrice 12/12/2025||
I actually see this as a benefit! Cars take up a lot of space and so now there exists massive right of ways that can be used and modified for other transit modes. Take a lane away from personal cars and dedicate it to buses so they can run faster and avoid traffic. Remove some street parking spots and create a protected bike lane or a street market or something else. The extra space can be a huge boon. It’s pavement, basically a blank canvas imo.
testing22321 12/12/2025||
Agree. But nobody is going to walk or ride in Calgary or Dallas no matter how many lanes you take away.

Too much sprawl, too severe weather. There are hundreds of cities like that sadly.

kjkjadksj 12/12/2025||
Never heard of DART I guess
testing22321 12/13/2025||
obviously there are still TONS of cars. Just look at the highway infrastructure and traffic.
kjkjadksj 12/13/2025||
55 million and change rides a year on dart. It isn’t nobody riding
testing22321 12/11/2025|||
I don’t particularly think that.

Someone will, I don’t know who. Soon.

ks2048 12/11/2025|||
Almost all these points apply ride hailing with or without driver-less.

How do Waymo prices compare to Uber where Waymo exists?

mulderc 12/11/2025||||
I’m with you but there are plenty of places where public transit is superior to driving and people still drive.
m463 12/12/2025||||
If you want to leave the waymo boundaries?
stackedinserter 12/12/2025|||
Can you waimo to another city or to camping?
whatever1 12/11/2025|||
Uber charges like $100 per hour the customers. I feel once we reach autonomy this will be the baseline.
kakacik 12/11/2025||
Unrealistic for 99% of the world, billions live where they earn such sum for more than a week. Not all of those have cars, but many do. This is just some little SV + maybe NY bubble thinking. Also EU would show a big fat finger to such predatory pricing.
dzhiurgis 12/11/2025||
You assume it will be priced same elsewhere. It's definitely going to be priced by region (Tesla's FSD already is).
beeflet 12/12/2025|||
yeah but what if comma.ai or something cannibalizes this with open source tech?
tonyhart7 12/12/2025|||
if we talking about future, its where self driving AI is actually better than 99.9% of the human and human driving manually would void insurance
delfinom 12/11/2025|||
Eh they are offering a one time payment for autonomy for $2500 which is equal to 4.1 years of paying $50/mo.

It's not a unreasonable cost for development but also maintenance of the self driving system.

behnamoh 12/11/2025|||
Imagine having a vehicle with +680 hp (or 1000 hp in case of Rivian quad) and then drive it autonomously... sigh where's the fun in that?
filoleg 12/11/2025|||
There is nothing fun about sitting in traffic on your commute to/from work, and neither there is much fun in doing long-distance driving in a straight line on highway for hours on end (regardless of the horsepower). That's what autonomous driving is for imo.

There is a lot of fun in driving a high-hp car on track or offroad or in some not-much-populated area or in plenty of other scenarios. That's where using autonomous driving mode would feel preposterous to me.

octorian 12/12/2025||
> There is nothing fun about sitting in traffic on your commute to/from work, and neither there is much fun in doing long-distance driving in a straight line on highway for hours on end

And I wish this would be more broadly recognized. Every time there's a story about someone important freaking out about something related to autonomous driving, I'm at least somewhat afraid they'll use it as justification to deny me access to it for those specific use cases.

And honestly, those are the only use cases I really care about or feel comfortable with right now. Of course my car is also too old to support much more than that.

duskdozer 12/12/2025||
Miserable commutes were already solved with remote work for all who can and want. Fewer drivers makes for a better commute for those remaining
filoleg 12/14/2025||
First, no, it wasn't solved. In fact, many tech companies that previously allowed remote work went back on it. Technically yes, I can "solve my commute" by taking a very significant pay cut (more than 50%), in addition to limiting my career prospects overall (or get lucky to get hired by the few competitively-paying top tech companies that still stand by remote work, which would still significantly limit my career just to those few companies). That's a proposal/trade-off that a lot of people would reasonably consider unacceptable.

Second, do you realize that remote work isn't an option for a significant majority of types of jobs? In fact, even if we lived in some magical world where every single software dev suddenly switched to remote work, it would barely make a dent. Janitors, doctors/nurses, school teachers, etc., those jobs just by nature don't allow for remote work.

TulliusCicero 12/11/2025||||
How much fun is it actually to drive around doing daily errands or commuting?

Personally, I look at the 40,000 people killed each year in traffic crashes in the US, and I think, the sooner we all stop driving (on public roads) the better.

PunchyHamster 12/11/2025||
Yeah, let's not train people properly, better give techbros more money
ribosometronome 12/12/2025||
What evidence is there that we can train people to be better drivers? We've got a century of effort and it seems the bulk of road death prevention has come from improved, and more expensive, design.
klausa 12/12/2025||
Other countries.
cyberax 12/11/2025|||
You make a good argument in favor of not allowing 680hp light vehicles on public roads.
anthem2025 12/11/2025||
[dead]
diddid 12/12/2025||
Interesting contrast to all this tech is that my wife liked the Rivian, but when I told her they won’t do car play that interest went to 0. Can CarPlay not play nice with these things or do they want to keep all the tech dollars to themselves?
staticshock 12/12/2025||
Direct quote from RJ Scaringe, founder/CEO of Rivian:

> This is a decision. It's generated, I said there's many millions of decisions, many of them will never get noticed and they're just under the surface. One of those decisions that's been noticed quite a bit is the fact that we've intentionally not included CarPlay in the vehicle. And that's not to say we don't think a close partnership with Apple is important. So we have Apple Music integration, we have a bunch of Apple integrations that are yet to come, we have a great relationship with the team at Apple. But it was more to say, we just felt and continue to feel very strongly about creating a consistent, fully integrated digital experience where you're not jumping between apps, let's say from a CarPlay app back to the vehicle app. And it's quite jarring when you don't have, let's say vehicle level controls when you're in the CarPlay environment. That view we've had since the early, early days. I think that's going to become even more important and more true in a world of integrated AI.

https://cheekypint.transistor.fm/14/transcript

mlsu 12/12/2025|||
I can think of an easy way to have the controls accessible no matter what's going on on the touchscreen, but then again that's probably what disqualifies me from being the CEO of a big car company.
vasco 12/12/2025||
Take that idea of buttons and knobs and just replace it with another ipad. Make it revolutionary, put the ipad in the middle of the steering wheel, boom.
duskdozer 12/12/2025|||
What about several mini ipads, each dedicated to a single function? We could use OLED displays and pre-burn-in their function at the factory as a label, and leave the display off, except for maybe a single LED, to save power. We could also add some sort of haptic feedback on user interaction with each mini ipad...
m463 12/12/2025|||
make the steering wheel an ipad and swipe to turn!

You could really future-proof the car if you replace the windshield with an ipad. then you can overlay ads on reality just like they do in soccer games.

LoganDark 12/12/2025||||
Rivian's infotainment system uses Google Maps which I am not a big fan of. I wish they would support CarPlay in addition to everything else, so that I wouldn't lose my maps.
dyauspitr 12/12/2025||
Ah that was actually my main concern. I don’t think a lack of CarPlay would be a dealbreaker for me if they have inbuilt Google Maps.
SoftTalker 12/12/2025||
I prefer Google Maps. Apple Maps lead me astray too often and though they are better than they used to be they still give weird directions (such as using more obscure state route names for roads rather than the dominant Interstate Higway name).

CarPlay would be a complete non-issue for me, its absence would even be a positive. I just use my phone anyway; integrating it with the car is just added hassle and one less thing I have to worry about remaining compatible 5-10 years from now.

LoganDark 12/14/2025||
> they still give weird directions (such as using more obscure state route names for roads rather than the dominant Interstate Higway name).

In my experience, Apple Maps gives the names from the signs. It could be that the signs in your area are using those obscure state route names?

FinnKuhn 12/12/2025||||
All of the mentioned issues are mostly solved with Apple CarPlay Ultra though so this doesn't explain to me why they don't offer that.
dansalvato 12/12/2025|||
I see CarPlay (and CarPlay Ultra) as being for auto makers who don't want to put in all the effort to design and drive a good proprietary UI (CarPlay is a godsend in cars with crappy UI, i.e. most of them).

Rivian is a luxury vehicle brand with a first-class UI/UX. I imagine going with their own first-class UI and CarPlay Ultra would be a mess; two separate interfaces for the same controls, but laid out differently. Makes a lot more sense they'd be working with Apple to integrate more Apple features into their own UI, rather than having to maintain two separate first-class UIs that are bound to have discrepancies.

And there's the more obvious answer that they want the entire driving experience to feel like a Rivian experience, given how important that's been for luxury EVs on the software side. Supporting a canned OS would make the vehicle "feel" the same as every other car that also supports it.

FinnKuhn 12/15/2025||
Apple CarPlay Ultra supports customization as it's use in the new Aston Martin car(s?) shows.
IshKebab 12/12/2025|||
Because the real reason is they don't want you using somebody else's software.
lotsofpulp 12/12/2025||||
Bullshit response. It would cost Rivian nothing to allow Apple (and Android) devices to use the monitor in the car as a second screen to be able to play music and whatnot, they just don’t want to to increase vendor lock in.

They could easily make their screen compatible with Carplay/Android Auto and provide whatever experience Rivian wants to at the same time, and they could let the drivers choose which to use.

And I write this as someone with a Model Y who does not miss Carplay (although it would be nice to have).

mft_ 12/12/2025|||
It’s not a bullshit response. It’s hidden in swathes of typical CEO bullshit corp-speak, but underneath that he’s clear that they’ve made the deliberate decision to be responsible for the full infotainment UX/UI, despite the trade-offs this brings.

We may both disagree with their decision, but that doesn’t mean the explanation is bullshit.

And to be fair, as you point out, if they do a really good job with the UI/UX (as Tesla have mostly done) then you’ll probably not miss CarPlay most of the time.

bluGill 12/12/2025|||
Could they? I've been told Apple certifies every car before they allow carplay and this costs a lot. I can't verify (the people who tell me this are under NDA and so won't speak on the record)
MangoToupe 12/12/2025||
You ain't covered by the NDA so why not name the manufacturer if you ain't trying to talk shit?
bluGill 12/12/2025||
Because they shouldn't have talked to me off the record and it could get back that they did.
thedougd 12/12/2025|||
You'll need to spend an additional $1500 over 10 years for Rivian Connect+ to use music streaming services on their infotainment system. No additional cellular costs for using CarPlay or Android Auto.
binkHN 12/25/2025||
You can also just use Bluetooth audio.
ProfessorZoom 12/12/2025|||
Car companies are notorious for having awful software, awful update systems, and awful software teams. So much so that people have come to think that if a car doesn't have CarPlay, that it probably sucks to interface with (which is a safe assumption). Even Tesla is working on adding CarPlay, despite having good software. A lot of people refuse to even consider the idea of a car without CarPlay, and the car companies are to blame
billti 12/12/2025|||
I was hesitant buying my Tesla this year (first one) as I really liked having CarPlay in my prior car (Jeep). But after having it a while, it's really a non-issue. The Tesla Apple Music app is pretty good. Their maps and navigation is pretty good (and integrated with FSD). And I can easily just use the bluetooth connection for a couple other minor things I occasionally use.
etothet 12/12/2025|||
I’ll start off by saying that the model Y is one of the best mid-level cars I’ve driven so the issues I mention below are worth the tradeoffs to me.

In my experience, Tesla navigation can be pretty bad when navigating my large urban city. During peak traffic times it often tries to send me down roads that are notoriously known for traffic backing up. Most times when I end up following those suggested routes, my ETA essentially becomes meaningless.

I’ve found Google, Waze, and Apple maps to be a lot better in this respect.

I do miss having CarPlay. That’s not to say I think the music integration you mentioned is bad, but I find the overall UI in my model Y to be a bit confusing - and the lower icons seem to sometimes randomly change from what I have them set as.

peab 12/12/2025||
Same. I love the tesla model y, but it's not perfect. The screen UI is pretty good for the most part, enough that I don't think about carplay too often.

But I do tend to stream audio from my phone more than from the tesla UI, and so I do miss carplay when I think about it.

m463 12/12/2025|||
> Their maps and navigation is pretty good (and integrated with FSD)

I got a loaner with fsd and tried it out.

There was this one trip I took to a store and for some reason, the nav route detoured off the road to the next street over, then joined back with the route.

I think this is a thing nav systems do and people just ignore it and go the right way.

except the tesla tried to drive the dumb route.

lol

cr125rider 12/12/2025|||
In 6 years I don’t want your laggy legacy system with unsupported apps. I want my new phone to power the experience. Most of my experience in a car is digital, the physical needs to do its best to get out of the way. I hope Rivian fails for missing this obvious point.
jonathanlb 12/12/2025||
> Most of my experience in a car is digital

What do you mean? My experience in a budget car from the early 2010s is entirely the opposite, so I don't understand fully.

stackghost 12/12/2025||
I drive a 2013 VW diesel and literally every aspect of vehicle ownership today is inferior except for emissions.
bearjaws 12/12/2025||
You know 5 years from now Apple and Google will charge the car manufacturers millions to enable CarPlay / Android Auto.

Enshitiffication has one end, they will screw everyone long term.

I don't blame any manufacturer who bows out.

suprnurd 12/11/2025||
Where I live I am often surrounded by Waymo vehicles... is Lidar 100% safe for people to be around? I ask because I read an article about how Lidar on one of the new Volvos could destroy your phone camera if you pointed it at it? If Lidar can do that to a phone camera, can it hurt your eyes?
filoleg 12/11/2025||
Your eyes will be fine (assuming that we are talking about automotive LiDAR specifically).

Automotive LiDAR is designed to meet Class-1 laser eye-safety standard, which means "safe under normal conditions." It isn't some subjective/marketing thing, it is an official laser safety classification that is very regulated.

However, if you try to break that "normal conditions" rule by pressing your eyeball directly against an automotive LiDAR sensor for a very long period of time while it is blasting, you might cause yourself some damage.

The reason for why your phone camera would get damaged, but not your eyes, is due to the nature of how camera lenses work. They are designed to gather as much light as possible from a direction and focus it onto a flat, tiny sensor. The same LiDAR beam that is spread out for a large retina can become hyper-concentrated onto a handful of pixels through the camera optics.

tennysont 12/11/2025|||
Why wouldn’t your eye lens focus LIDAR photons from the same source onto a small region of your retina in the same way that a phone camera lens focuses same-origin photos to a few pixels?

Sorry if this is a silly question, I honestly don’t have the greatest understanding of EM.

Neywiny 12/12/2025|||
It's incredibly important to understand that eyes and glass have different optical properties at these wavelengths. It's hard to conceptualize because to us clear is clear, but that's only at visible light. The same way that x-rays and infrared and other spectra can show things human eyes can't see, or can't see things visible light can see, it's a 2 dimensional problem. The medium and the wavelength are both at play. So, when you have the eye which is known to absorb such light, and artificial optics which are known to pass it without much obstruction, they're going to behave like opposites. Imagine if the glass/plastic they used in the car blocked the light. Wouldn't really work.

There is a flip side to this though. Quick searches show that the safety of being absorbed and then dissipated by the water in the eye also makes that wavelength perform worse in rain and fog. I think a scarier concept is a laser that can penetrate through water (remember humans are mostly bags of salt water) which could, maybe, potentially, cause bad effects.

dllu 12/11/2025||||
Depends on the wavelength of lidar. Near IR lidars (850 nm to 940 nm, like Ouster, Waymo, Hesai) will be focused to your retina whereas 1550 nm lidars (like Luminar, Seyond) will not be focused and have trouble penetrating water, but they are a lot more powerful so they instead heat up your cornea. To quote my other comment [1]:

> If you have many lidars around, the beams from each 905 nm lidar will be focused to a different spot on your retina, and you are no worse off than if there was a single lidar. But if there are many 1550 nm lidars around, their beams will have a cumulative effect at heating up your cornea, potentially exceeding the safety threshold.

[1] https://news.ycombinator.com/item?id=46127479

tennysont 12/11/2025|||
Follow up question that you might know: would multiple LIDAR sensor actually be additive like that? If you can stand a foot away from a car's LIDAR sensor and be unharmed, then can't you have:

  | Distance | # of Sensors |
  | 1        |            1 |
  | 3        |            9 |
  | 5        |           25 |
  | 10       |          100 |
  | 25       |          625 |
  | 50       |         2500 |
  | 100      |        10000 |
x^2 sensors at x feet from you and have the same total energy delivered? If sensors are actually safe to look at from 6in or 3in, then multiple the above table by 4 or 16.

It seems like, due to the inverse square law, the main issue is how close you can get your eye to a LIDAR sensor under normal operation, not how many sensors are scattered across the environment. The one exception I can think of is a car that puts multiple LIDAR arrays next to each other (within a foot or two). But maybe I'm misunderstanding something!

stoneman24 12/11/2025|||
Do you if there has been any work how lasers affect other animals and insects?

Am I being catastrophically pessimistic to think that in addition to swatting insects as it moves forward, the cars lidar is blinding insects in a several hundred meter path ?

I’m very optimistic about automated cars being better than most humans but wonder about side effects.

fragmede 12/12/2025||
If we have automated anti-mosquito vehicles just roaming around, the world would be a better place. There might be some second order effects from removing mosquitoes that we haven't predicted, but fuck mosquitoes.
dash2 12/12/2025||
Unfortunately not all insects are mosquitoes, and one reason we have many fewer birds in (e.g.) the UK than when I was young, is the decline of insect life.
numpad0 12/11/2025||||
GP is slightly wrong. IIRC those problematic LIDARs are operating at higher power than traditionally allowed, with the justification that the wavelength being used is significantly less efficient at damaging human eyes, therefore it's safe enough at those powers, which is likely true enough. But it turned out that camera lenses are generally more transparent than our eyes and therefore the justification don't apply to them.
buildbot 12/11/2025||
Amusingly the lenses are worse than silicon at transmitting that wavelength.

1550nm might be worse for sensors because a good portion of the light is only being dumped into the metal layers - pure silicon is mostly transparent to 1550nm. Not sure how doped silicon would work. I can tell you that 1070nm barely works on an IQ3 Achromatic back…

https://www.pmoptics.com/silicon.html

Retric 12/11/2025|||
Your eyes a much larger sensor area than the opening, they do the opposite of concentrating light in a small area.
AlotOfReading 12/11/2025||
A point source in the visual field will create a point image on the retina. The "sensor area" you're referring is what's necessary to capture the entire visual field simultaneously.
Retric 12/11/2025||
I disagree that it’s a point source at distances of peak concern.

Also, it’s something of a nitpick but physically point sources still end up as a circle.

AlotOfReading 12/11/2025||
That's fair, strictly speaking, but I'm not sure there's a meaningful difference to be made.

Wasn't sure what level of knowledge you were coming from re: PSFs, so I was keeping it basic.

ramses0 12/11/2025||||
I looked this up for a laser-based projector, Class 2 is "blink reflex should protect you" and "don't be a doofus and stare into it for a long time". Look up the classifications on the google and you'll see other things like "don't look into the rays with a set of binoculars" and stuff.

Class 1 is pretty darned safe, but if you're continually bathed by 50 passing cars an hour while walking on a sidewalk... pitch it to a PhD student you know as something they should find or run a study on.

aenis 12/12/2025|||
I have a Class 1 Makita (green) laser level, wide strong beam, excellent tool for landscaping. I accidentally looked into it from a 10 cm distance. It did not leave permanent damage, but for a few days I had the dot burned on my retina. And yes, I almost immediately closed my eye - within a few hundred ms's.
ddalex 12/11/2025|||
Don't look into the laser with the remaining eye
mcdonje 12/11/2025||||
What about if you're walking or biking next to congested motorway and most of the vehicles have LiDAR running at the same time? That's a lot of photons.
tonymet 12/11/2025|||
This is inconsistent with the basic concept. It’s projecting and reading lasers . By default some emissions will hit people in the eye. Even invisible light can damage tissue , especially in the eye
OneDeuxTriSeiGo 12/11/2025|||
Depends on the type of LIDAR. LIDAR rated for vehicle use is at a wavelength opaque to the eyes so it hits the surface and fluid of your eye and reflects back rather than going through to your cones and rods.

It isn't however opaque for optical glass (since the LIDAR has to shine through optical glass in the first place) so it hits your camera lens, goes straight through, and slams the sensor.

dllu 12/11/2025|||
You seem to be implying that all automotive lidar are 1550 nm but that's not true. While there are lots of 1550 nm automotive lidars (Luminar on Volvo, Seyond on NIO) there are also plenty of 850 nm to 940 nm lidars are used in cars (Hesai, Robosense, etc). Those can pass through water and get focused to your retina, but they are also a lot lower power so they do not damage cameras.
culi 12/12/2025|||
Also although that energy longer than 1400nm is generally absorbed by the cornea and lens, it is still energy, and it is not a hard bandpass filter per se. Safety is relative at higher wattages.
OneDeuxTriSeiGo 12/12/2025|||
NGL I thought sub 1550nm LIDAR had been banned for use in new automotive applications already? I clearly must be mistaken but I had thought that was the case.
dllu 12/13/2025||
Not banned. In addition to the Chinese lidars I mentioned, the Valeo Scala on Audi cars is 905 nm, and then there are also Ouster (865 nm), Innoviz (905 nm), Livox (905 nm) etc. The large spinning lidar on top of the Waymo Jaguar I-Pace is also purportedly 905 nm, although in the past they also had a swivelling 1550 nm lidar in the dome of the Chrysler Pacifica cars (situated just underneath a smaller spinning 905 nm one).

The eye safety threshold for 850/905 nm is a lot lower than 1550 nm, so they output way less power, but the much better sensitivity of silicon sensors makes up for it partially. You can also squeeze out more range using clever signal processing and a large optical aperture (which allows you to output more light, but since the light is spread out across the aperture, the intensity doesn't exceed the threshold). Typically, the range of 850/905 nm lidars is less than that of 1550 nm lidars though.

On the bright side, due to lower power, there hasn't been any instances (to my knowledge) of 850 nm and 905 nm lidars damaging cameras, whereas at least two different 1550 nm lidars have been known to destroy cameras (Luminar and AEye).

On the Luminar lidar website [1] they proudly advertise "1,000,000x pulse energy of 905nm".

[1] https://www.luminartech.com/technology

kappi 12/11/2025|||
During the presentation, Rivian speaker specifically said it is safe for your camera sensors. Check the youtube video of their presentation
OneDeuxTriSeiGo 12/11/2025||
Ah. Theirs may be then. In which case they are probably using a different wavelength and a different glass.

I was just speaking in terms of the commonplace LIDAR solutions for road use.

colechristensen 12/11/2025|||
There are two kinds of safe. Safe when it's working as intended, and safe when it breaks.

But yes there are lidar sensors out there where if broken in the right way could burn out your retinas permanently.

doctoboggan 12/11/2025|||
I watched the livestream and they said their hardware is "Camera Safe". I am not sure if camera safe and eye safe are correlated, but I would hope/expect that they would not release something that isn't known to be eye safe. I guess it's possible that the long term effects could prove bad, and we will all end up getting "Lidar Eye" dead spots in our vision.
dylan604 12/11/2025|||
Digital camera sensors are much more sensitive than eyeballs, so it's not out of the realm of possibility that it won't leave a permanent line across your eyeball like it can to a camera sensor
slashdave 12/11/2025|||
Lidar Eye? No, how the heck would that happen? I mean, there is a dangerous source of light outside (we call it the "sun"), and yet we manage fine.
Rebelgecko 12/11/2025|||
Your body has signs to knock it off when you're staring at the sun, does it do the same thing for Lidar?
airstrike 12/11/2025|||
I mean, technically the Sun is "above" us and the LIDARs are at...eye level? So not exactly the same, at least to my layman eyes
HighGoldstein 12/12/2025|||
When it becomes a widespread issue they'll just release Meta Glasses 5/Apple Vision 3 with the appropriate eye protection, and vision will be very affordable.
loeg 12/12/2025|||
The existing regulations here might be insufficient. There is definitely risk if the devices are not carefully designed to be safe.
krackers 12/12/2025||
To date I can't think of any existing lasers which you are intended to look at during daily use. Most consumer facing lasers are either class 1 but hidden (CD-ROM), or class 2 but basically not shined into your eye (barcode reader).

There was another discussion a week back https://news.ycombinator.com/item?id=46126780

The lack of accessible certification/testing docs for the lidars is also worrying. Where is the proof that it was even tested? Was it tested just via simulation, via a dummy eye stand-in, or with a real biological substitute?

What if there are biological concerns other than simply peak power involved with shining NIR into the eye? (For instance, it seems deep red light has some (beneficial) biological effects on mitochondria. How do we know that a pulsed NIR laser won't have similar but negative effects, even if it doesn't burn a hole in your retina.)

culi 12/12/2025|||
> class 2 but basically not shined into your eye (barcode reader)

TIL barcode readers can cause serious eye damage when misused. You'd think they'd have warning labels on these things given how common self-checkout is nowadays and how curious/stupid children can be

krackers 12/12/2025||
They're not always class 2, some are class 1. I'd maybe suspect the self-checkout ones are class 1 since the object is pressed right against it, while handheld barcode scanners are class 2.
duskdozer 12/13/2025||||
If it's like everything else, it's "move fast, break things". I'm sure if it turns out to be harmful, we'll find out decades before regulation catches up
tziki 12/12/2025|||
>I can't think of any existing lasers which you are intended to look at during daily use

Iphone face unlock users lidar to scan your face when you look at it.

slashdave 12/11/2025||
In terms of plain wattage, it cannot be dangerous. Unless, of course, you were to stand with your eye up against the sensor and maybe stare at it for a few minutes.
eutectic 12/11/2025||
Lidars use pulsed lasers with peak powers up to the kW range.
culi 12/12/2025||
Yes but failure cases are still possible. A stuck mirror or frozen phased array can result in a continuous beam.

Engineers should design in a way where the worst case possible is the assumption not the exception

doctoboggan 12/11/2025||
I loved to see that they plan on running the Rivian Assistant LLM onboard using their new Gen 3 hardware. Great that they see that as a valuable feature and I hope to see the industry move that way.
iambateman 12/12/2025||
it seems like car-makers themselves feel burdened to make their own self-driving tech, as opposed to outsourcing the software to a third party.

Dell and HP don’t make operating systems…it seems like having a handful of companies focused on getting the self-driving part right without the need to also specialize in manufacturing would be beneficial.

My first inclination was to be bullish on Rivian, and there’s no question that their vehicles are beautiful. But is there anything to suggest they have an advantage over Tesla or other automakers when it comes to self-driving?

hogehoge51 12/12/2025||
Most traditional OEMs in the automotive industry are integrators. They write a specification, and a Tier 1 supplier provides a black box matching that spec. (Tier 1 in turn provides a spec to its suppliers and integrates their parts)

This has several consequences - Tier 1 suppliers are waiting on input/approval from OEM before proceeding with projects - Tier 1 suppliers don't necessarily have the capital to do work "at risk", even if they could build the part without approval/specifications. (TBH - some do) - Each layer of the supply chain lacks context on the whole project and product line and cannot achieve efficiencies outside of the scope of its contract.

These haven't really been a problem for mechanical parts and E/E parts that have well-defined functions and interfaces and have a lot of re-use from previous generations. It works really well with Kaizen (incremental innovation).

To outsource it, a traditional OEM would need to completely specify the behaviour of said self-driving system, baseline the specification, put out the requests for quotation, etc. Tier 1 then needs to analyse the spec, estimate it, break it down in to sub work packages, work with its suppliers, etc. From an optimisation point of view, this is really inefficient partitioning of the problem space. For greenfields development, an emergent specification via experimentation may be better - but that won't fit in traditional V-model sub-contract OEMs/Tier 1s use.

That flow doesn't need to be followed; the suppliers could raise/allocate capital and build the self-driving stack "at risk" - and this seems to be done (Tier IV, Waymo, etc). But as it's new technology, I assume Rivian think they can do better by themselves and can get the capital for the development as part of an integrated solution while they are smaller it might seem they should not waste limited capitial that way - but integration will save a lot of inefficiency in sharing specifications across boundaries, full system integration and deriving emergent specification via experimentation rather than some MBSE folly.

jmtulloss 12/12/2025|||
Not only is Rivian betting on an integrated platform being important for their own cars long term, they’ve also essentially sold that portion of their business to VW. They are investing in the software platform for a lot more cars than just the rivian branded ones.
rootusrootus 12/12/2025||||
Don't many automakers outsource level 2 driving aids these days? Typically someone like Mobileye?
hogehoge51 12/12/2025||
Level 2 is simpler and more mature, so it should be easier to specify, package and integrate.

It can follow the traditional OEM outsourcing route, where OEM has high-level models and gets suppliers to implement the details. e.g. I can find public information that Subaru use Veoneer cameras, Xilinx chipsets, but defines their own algorithms. I would speculate they have an outsourced company convert algorithms to FPGA netlists/embedded code. (On the other hand, I know other OEMs have a more complex mesh of joint ventures)

rootusrootus 12/13/2025||
Aside from Mercedes-Benz, level 2 is the best we have, though?

Edit: Re-reading your post, you were talking about the future. You make good points; I will be interested to see how it plays out. Probably as long as the technology remains radar and cameras, it will continue to be easily outsourced.

jklinger410 12/12/2025|||
Have you ever heard of comma.ai? What do you think about it?
roguecoder 12/12/2025|||
HP did write their own operating system: HP RTE. It wasn't until decades later, after the platform became commodified and they stopped designing their own chips, that they went with someone else's.

And of course, Microsoft made their own cards back in the day, and they still make the XBox as integrated hardware.

This technology is way too early for commodification. Right now, Rivian is a data play.

Their platform means they have consistency other providers don't have. They have data from the existing trucks on the road, and they'll roll out these sensors long before they roll out self-driving. Cleverly they've also pitched these as "adventure" vehicles, which means they'll have some data from rarer situations, not just highways. Off-road performance, for example, will add anomalies that they can use to stress-test self-driving code. If a car could handle areas without roads, it is less likely to kill people if a mudslide happens. Or a shadow falls across the bridge.

SecretDreams 12/12/2025|||
> as opposed to outsourcing the software to a third party.

All about margins and data protection

> Dell and HP don’t make operating systems…

They come from an era where this style of thinking didn't really exist and now they're in an era where market share almost entirely prevents new players/ideas from entering. If it was 2025 and OS market share wasn't static and the PC was just taking off, we'd probably see far more attempts at OS development to better monetize the PC products the vendors sell.

riazrizvi 12/12/2025|||
It’s probably a sensible concern that if they use someone else’s tech, they’ll be subsidizing that company’s eventual mastery of the self-driving space, who will then be able to control pricing. The only long game, I imagine, is to create your own self-driving tech, so that your own customers are investing in your own long term success, not someone else’s.
thetwentyone 12/12/2025|||
One aspect is that Tesla is all cameras, whereas Rivian sees it as important to have multi-sensor suites (cameras, ultrasonic, radar, and in Gen 3: lidar). TBH as a customer I prefer to know that the latter is protecting me instead of just cameras.
roguecoder 12/12/2025||
It also suggests to me a more-professionalized R&D culture.

Tesla claiming it planned to implement self-driving with just cameras has always meant I don't trust anything they touch.

dymk 12/12/2025|||
They could have a better driving assistance package than 99% of other cars on the road for 1/10 the price by using OpenPilot as the LKAS, or installing a Comma in the car.

Real shame nobody has taken that approach, not even a fork

AlotOfReading 12/12/2025|||
Comma had made essentially no efforts to meet the requirements of automotive systems the last time I looked at them. They would be an incredibly risky supplier for systems that could easily come under regulatory scrutiny.
RealityVoid 12/12/2025||
That's not completely true.

https://github.com/commaai/openpilot/blob/master/docs/SAFETY...

It's an... interesting approach, They essentially reduce the surface area as much as possible. I don't buy that it's enough, but, again, interesting to see what they do.

Besides, a big OEM could pour an army of developers and turn the Comma approach into an ASIL D, it would be quite a lot of work but within the realm of possibility.

plun9 12/12/2025||||
Aptera has: https://aptera.us/openpilot-release
rootusrootus 12/12/2025|||
I recently ordered a Comma Four, which I will install BluePilot on and use with my Lightning. I'm looking forward to seeing how competent it is. Gets good reviews, at least, so I'm hoping.

I do wonder if there will be many more iterations, though, with so many manufacturers switching over to an encrypted canbus and locking out the control method comma uses.

riddley 12/12/2025||
HP-UX?
nextstep 12/11/2025||
These companies are only surviving because of US protectionism. This tech is more expensive than then Chinese equivalent from 2-3 years ago (look at what Xiaomi or BYD released as their 2024 models).

These cars will not sell well outside of the US.

ricardobeat 12/11/2025|
While the software is indeed behind - e.g. Nio already had all of this in 2022/2023, and a much better UI, I'm sure the upcoming Rivian R2 and R3 would sell very well in Europe.
nextstep 12/12/2025||
Europe will probably be the largest market where US EVs will try to compete with Chinese cars. BYD is already selling better spec’d models for less than this Rivian, and Xiaomi will enter the market late 2026.

I don’t see how Rivian can compete, either on price or features.

bjord 12/11/2025||
is everyone designing their own silicon getting so much additional them-specific utility out of it that it's actually worth it?
darth_avocado 12/11/2025||
Rivian has a huge interest in being the outsourcer for legacy automakers. They’re not able to sell $100k cars enough and even with the promised R2, they probably will only be a small-ish player in the EV market. Their CEO recognizes how crazy good Chinese EVs are and currently they’re not even a competitor for Tesla.

But, VW is willing to pay $5B for their software platform. I think they want to extend that to being able to sell custom chips and “AI” capabilities, whatever that means.

igor47 12/11/2025||
Which honestly is crazy to me. I have a Rivian, and to say the software is disappointing would be an understatement. There are heisenbugs galore; some examples:

* Doors refuse to open

* Lose the ability to control media playback using any controls

* Any button in the UI just opens and closes the windows

Granted, I'm a server side/backend engineer mostly, and I don't know much about writing software/firmware for a very hostile emf environment. But if any project I worked on had bugs like this, fixed at the rate they're fixed on Rivian, I would assume a badly flawed architecture or non existent technical leadership

Yet VW paid billions for this very software. I can't imagine how bad it must've been on their own stack that they gave up and bought this other seemingly broken stack

WaxProlix 12/11/2025|||
This sounds nothing like my experience, you should get that vehicle serviced.
amluto 12/12/2025|||
Service can’t do anything about the state machine being wrong.

The Rivian app does not permit you to send a command to the car while the app thinks the car is processing a command. Trunk opening? You can’t unlock the door. On top of this, if you try to open the trunk while outside Bluetooth range and then Bluetooth connects, you are still stuck waiting for the pending command to complete.

Oh, and the ridiculous “hey let’s always remind you that you own a Rivian” Live Activity seems to synchronize on a schedule that involves being hours and hours out of date.

The Rivian app sucks.

WaxProlix 12/12/2025|||
I agree that the app leaves something to be desired - my personal pet peeve is that it shows stale or cached data while waiting to do some async update, leading to just outright fabricated charge or lock state. Never had those kinds of problems with the truck's software proper though
cryptoegorophy 12/12/2025|||
Why can’t they just copy Tesla? Chinese manufacturers do just that and skip the hard steps
Hovertruck 12/11/2025||||
Same, I've had mine for a couple of years now with no notable software issues at all.
roguecoder 12/15/2025||||
I have seen issues like that. Rebooting has always fixed it, but it is notable.

I really wish they would hire a strong frontend team. I can almost always figure out what happened just from the signal, and it's usually a state machine getting stuck. Which I have some sympathy for, but also you just can't have that happen in something that is going to feel polished and responsive.

Robdel12 12/12/2025|||
This comment is pretty funny to me, as a car guy. What’s there to service? It’s a software issue.
zamadatix 12/12/2025|||
Presumably, but you don't really known until you pay to take it in for service and they tell you there is nothing wrong but they don't have a fix (gee, great experience). On the "know it's software" side e.g. I had what appeared to be random issues with audio crackling on my PC I assumed was software/driver related, it turned out there was a faulty USB hub causing an issues for the whole bus but it was just most apparent in the audio device.

Stuff like "Doors refuse to open" is vague enough it could be a similar kind of issue which needs physical service/replacement rather than just a software update, especially if other buttons are triggering completely separate actions with the windows. Or it could very well be 100% software issues, which could be more apparent with additional details like "only does it after transitioning from this screen or pressing things in this order" type problems.

WaxProlix 12/12/2025|||
As a car guy you should know that there's tech in cars these days. Or do you calibrate everything from tpms monitors to re pointing/tunes in your garage?

If something's wrong with your car's head unit firmware or android auto connection or whatever, of course you'd have a technician look at it?

Robdel12 12/13/2025||
> Or do you calibrate everything from tpms monitors to re pointing/tunes in your garage?

Pretty much, yeah. I race SCCA and build race cars. Exactly why I want nothing to do with these, you don’t own it. You’re leasing the hardware that’s hogtied to the software.

WaxProlix 12/13/2025||
Oh man, you're in for a bad time then, as pretty much everything - yes even amateur racing cars - has software in it now, and you don't own any of it.

As a car guy, it surprises me you weren't aware of this trend yet but I guess we all find out sooner or later. But hey - maybe that '89 Carrera will keep on trucking for a few more decades though - good luck!

igor47 12/19/2025|||
You're not wrong, but I am still sad about this trend. Especially the "you don't own any of it" part. I always think about this:

https://theoutline.com/post/1398/why-can-t-karen-sandler-get...

Robdel12 12/25/2025|||
I love these replies, hahah. You really think I’m not aware of the software that’s running my 2017 Shelby? The difference is (you know this, I think you’re being purposely obtuse) it’s never connected to the internet, it’s never getting updates, and it’s not a complete car OS that locks you out of doing anything.

I think you might be the one needing the luck

mbesto 12/12/2025||||
I own a Rivian too, and previously owned a Tesla. While I too have my gripes about the UX on the Rivian, it still beats the cr*p out of a Tesla.
Rover222 12/12/2025||
Just curious in what ways, since you've actually owned both. I've only had Teslas, but I like the looks of Rivians.
mbesto 12/15/2025||
Tesla UX gripes (may be specific to Model S 2020):

- Yolk steering is terrible

- Lack of physical knobs. Haptics are nice but haptics don't work well for cars.

- Tesla menus are getting stuffed more and more with options, making affordance and UI crowding much worse

- The horn is a button press...no one in a emergency situation is looking for a button press..

- Native apps (for example Spotify) are inferior to just using my phone via bluetooth

- Calendar integration / notification is too chatty

m463 12/12/2025||||
stuff like that happens with tesla.

one funny one is that periodically you can trigger the "more cowbell" rainbow road easter egg. You can cancel the road animation, but you can't cancel the easter egg music or control the volume.

ChuckMcM 12/11/2025|||
I was just in a discussion on this very topic. It's the build vs buy equation applied to silicon. Early in the tech boom the entire silicon stack was proprietary and required a lot of time and investment to train up people who could design the circuitry, we got our first "ASICS" which was basically a bunch of circuitry on a die and you then added your own metal layer so it was like having a bunch of components glued to a board and you could "customize" it by putting wires between the parts. Then we had fabs that needed more wafer starts so they started doing other peoples designs which required they standardize their cells and provide integration services (you brought a design and they mapped it to their standard cells and process). And as the density kept going up they kept having loots of free space they needed to fill up. The 'fabless' chip companies continued to invest in making new parts until the pipeline was pretty smooth. And at that point the level of training you needed a the origin to get it into silicon dropped to nearly zero, you just needed the designs. And into that space people who were neither 'chip' companies, nor were they 'fabless' OEMs, realized they could get their integration needs met by asking a company to make them a chip that did exactly what they wanted.

One the business side, the economics are fabulous, your competitors can't "clone" your product if they don't have your special sauce components. So in many ways it becomes a strategic advantage to maintaining your market position.

But all of that because the all up cost to go from specification to parts meeting the specification dropped into the range where you could build special parts and still price at the market for your finished product.

A really interesting illustration is to look at disk drive controller boards from the Shugart Associates ST-506 (5MB) drive, to Seagate's current offerings. It is illustrative because disk drives are a product that has been ruthlessly economized because of low margins. The ST-506 is all TTL logic and standard analog parts, and yet current products have semiconductor parts that are made exactly to Seagate's design specs and aren't sold to anyone else.

So to answer your question; apparently the economics work out. The costs associated with designing, testing, and packaging your own silicon appears to be cost effective even on products with exceptionally tight margins, it is likely a clear winner on a product that enjoys the margins that electric vehicles offer.

bjord 12/12/2025||
very interesting. thanks for sharing!
ShakataGaNai 12/11/2025|||
I would wager that's because there isn't a lot of existing silicon that fits the bill. What COTS equipment is there that has all the CPU/Tensor horsepower these systems need... AND is reasonably power efficient AND is rated for a vehicle (wild temp extremes like -20F to 150F+, constant vibration, slams and impacts... and will keep working for 15 years).

Yea, Tesla has some. But they aren't sharing their secret sauce. You can't just throw a desktop computer in a car and expect it to survive for the duration. Ford et all aren't anywhere close to having "premium silicon".

So you're only option right now is to build your own. And hope maybe that you can sell/license your designs to others later and make bucks.

typewithrhythm 12/11/2025||
NVIDIA orin series is the big one for tensor horsepower. Horizon robotics and Qualcomm also have competitive automotive packages.

They are all expensive, but less than the risk adjusted cost of developing a chip.

rangestransform 12/12/2025|||
Having to work with Qualcomm is enough reason to not buy Qualcomm
pstuart 12/11/2025|||
Isn't that risk balanced by a healthy reward of controlling their verticals and possible secret sauce?

And their chips give "1600 sparse INT8 TOPS" vs the Orin's "more than 1,000 INT8 TOPS" -- so comparable enough? And going forward they can tailor it to exactly what they want?

AlotOfReading 12/12/2025|||
Orin is Nvidia's last generation. Current gen is Thor at 1k TOPS. Rivian's announcement specifies TOPS at the module level. The actual chip is more like 800 and probably doubled. Throw two Thors on a similar board and you're looking at 2000 sparse int8 TOPS.

I've been involved with similar efforts on both sides before. Making your own hardware is not a clear cut win even if you hit timelines and performance. I wish them luck (not least because I might need a new job someday), but this is an incredibly difficult space.

typewithrhythm 12/12/2025|||
Mostly it costs hundreds of millions to develop a chip; it relies on volume to recover the cost.

NVIDIA also tailor their chips to customers. It's a more scalable platform than their marketing hints at... Not to mention that they also iterate fairly quickly.

So far anyway, being on a specialised architecture is a disadvantage; it's much easier to use the advances that come from research and competitors. Unless you really think that you are ahead of the completion, and can sell some fairly inflexible solution for a while.

potatolicious 12/11/2025|||
I share your skepticism. This feels like an attempt to tap the trainloads of money piling into "AI", for a company that is in pretty desperate need of more cash to stay alive.

In a vacuum there are potentially some advantages to doing your own silicon, especially if your goal is to sell the platform to other automakers as an OEM.

But custom silicon is pricey as hell (if you're doing anything non-trivial, at least), and the payoffs have a long lead time. For a company that's bleeding cash aggressively, with a short runway, to engage in this seems iffy. This sort of move makes a lot more sense if Rivian was an established maker that's cash-flow positive and is looking to cement their long-term lead with free cash flow. Buuuuut they aren't that.

bickfordb 12/11/2025|||
I have the same question. It makes sense that they might need bespoke software, but how could they possibly be more efficient at creating chips than an AMD/Nvidia?
slashdave 12/11/2025||
Well, if AMD and/or Nvidia were to invest on a chip for an auto, maybe you might have a point.
riotnrrd 12/11/2025|||
NVIDIA has been selling automotive-specific silicon for a decade.
AlotOfReading 12/11/2025|||
Both AMD and Nvidia have strong automotive offerings.
thomasjb 12/11/2025||
Possibly. Realistically this is replacing the expensive category of FPGA (Zynqs or similar with strong hardware CPU cores), this means they get all the peripherals they desire in hardware, and they can pick the core variant in order to optimise for their workloads (all the different vector extensions for example). There's an interesting market for that kind of thing, either full FPGA to ASIC replacement, or drop in replacement FPGAs of lower cost (The Rigol MHO98 replaced the Xilinx FPGA of the previous generation with a substitute from Fudan). If you're shipping a lot of hardware, that sort of thing becomes worthwhile.
wmf 12/12/2025||
Nope, it's replacing Orin.
asadm 12/11/2025||
I hear many Rivian customers really love Comma.ai, so much that they are #1 on Comma dash.
ShakataGaNai 12/11/2025|
Probably a lot of overlap in the venn diagram of people who would like the two things. Mostly the "Early Adopter" circle.

Also a lot of cars have a lot of limitations with comma.ai. Yes, you can install it on all sorts but there are limitations like: above 32mph, cannot resume from stop, cannot take tight corners, cannot do stop light detection, requires additional car upgrades/features, only known to support model year 2021. Etc.

Rivian supports everything, it has a customer base who LOVE technology, are willing to try new things, and ... have disposable income for a $1k extra gadget.

cryptoegorophy 12/12/2025|||
I’ve seen videos of massive touch screen stuttering, is it still a thing on rivian?
maherbeg 12/11/2025|||
a lot of the gen1 users will likely swap over to it though. They basically have dropped improvements for gen1 autonomy which is rug-pullish :(
roguecoder 12/12/2025||
It is nice to see a car company investing in a sensor platform that could actually safely self-drive.

It is unfortunate that the existing market participants seem hell-bent on destroying consumer confidence in self-driving before this will make it to market.

We desperately need a safety regimen for self-driving cars that takes it as seriously as airplane safety.

declan_roberts 12/12/2025|
Have you driven in Tesla FSD 14 yet? I've been in both Waymo and the latest version of FSD from Tesla. They are very, very good.
flounder3 12/13/2025||
How many hours have you spent with the latest Tesla FSD in congested neighborhoods or unprotected left turns at sunset? It may be "good," but it's not even remotely close to the current Waymo experience, especially when it comes to abnormal situations. I am continually blown away by how Waymo behaves (spent 3 hours in them this past week). I'm rooting for Tesla, but it is nowhere near Waymo as of today.
nicksergeant 12/11/2025|
Meanwhile, the only thing people really want from Rivian is CarPlay / Android Auto support, lol.
cyode 12/11/2025||
CarPlay and affordability. I was totally smitten last year with the R1S during a test drive. I'm not a car person but felt that spark people must feel when they obsess over their vehicles.

But it wasn't pushing-six-figures smitten, which is where you're at when you get a new one with customizations.

ActorNightly 12/11/2025|||
>afforadbility

This 1000%.

Electric cars are supposed to be simple. Give me something in a shape of a Civic, with the engine replaced with a motor and a battery good for 150 miles, and sell it for $10-12k new. Don't even need an entertainment cluster, give me a place to put a tablet or a phone and just have a bluetooth speaker.

Instead, we are getting these boutique, expensive vehicles packed full of tech, but in the end, they still fundamentally suck as cars compared to gas alternatives, especially hybrid. I got a Prius Prime for my wife last year, the car is way better than any EV on the market in terms of usability. Driving to work and back can all be done in EV mode easily, and then when you wanna go somewhere, you can keep the car above 80 mph easily and get there faster without worrying about where to charge.

simondotau 12/12/2025|||
> Electric cars are supposed to be simple.

The only part an EV doesn't have is the engine and gearbox. Admittedly, these are pretty major components, but it's a technology mature enough to be extremely reliable if the manufacturer cares to make it so.

But what an EV has instead is a massive battery, charging electronics, a DC-DC converter keeping the 12V battery charged, and various electric motors and actuators for the air conditioning and coolant loops. These are significant more reliable than oily engines in lab environments, but the automotive environment tests the mettle of seemingly resilient components.

reanimus 12/11/2025||||
> Electric cars are supposed to be simple. Give me something in a shape of a Civic, with the engine replaced with a motor and a battery good for 150 miles, and sell it for $10-12k new. Don't even need an entertainment cluster, give me a place to put a tablet or a phone and just have a bluetooth speaker.

I think this is more or less the pitch behind Slate (https://www.slate.auto/en), though it's more of a truck/SUV form factor.

avel 12/11/2025|||
Also the Dacia Spring is exactly that.
ActorNightly 12/12/2025|||
Slate is nowhere near cheap. Base 27k with hand crank windows? No thanks.
dalyons 12/12/2025||||
> still fundamentally suck as cars compared to gas alternatives

i can assure you my expensive EV does not suck as a car compared to gas alternatives, its better in almost every way. insane performance compared to any gas car, superb handling, way better driving UX tech, silent, clean. & 400mil range is just fine for me thanks. Yes it cost a lot.

Rover222 12/12/2025||||
Sounds like you want a Nissan Leaf? They exist.
ActorNightly 12/12/2025||
Nissan Leaf is the same price as a Camry. Its not cheap.
ethagnawl 12/12/2025||||
This sounds a lot like some of the BYD offerings which, regrettably, aren't available in USA.
fragmede 12/12/2025||||
Unfortunately federal standards now require the backup camera, so the entertainment cluster comes along basically for free from that.
simondotau 12/12/2025||
The cost of the entertainment cluster comes from the integration work. If it was just a backup camera and a carplay/aa head unit and absolutely nothing else then maybe it could be OEMed from the same companies who sell aftermarket systems for $100 or so.
vrinsd 12/13/2025||||
This.
dzhiurgis 12/12/2025|||
> Don't even need an entertainment cluster, give me a place to put a tablet or a phone and just have a bluetooth speaker.

Illegal - backup camera is required. Speakers probably too for alerts. Also you are super naive if you think that's where actual cost is.

ActorNightly 12/12/2025||
Most of the cost is in development and prototyping that the company has to make up for, followed by battery as those have a set $/kwh price.

This is why the rest of the car has to be an already proven platform that is cheap to make.

nicksergeant 12/11/2025|||
Yep. I certainly wanted an R1S, but ended up in an EV9 due to CarPlay plus huge lease incentives. No regrets, and will probably get another after this lease is up.
legitster 12/11/2025|||
I get where carmakers are coming from though.

Cars used to compete on distinctions between driving experience/fuel economy/reliability/etc. In comparison, differences between electric cars is mostly superfluous. They're very interchangeable.

For the next generation of car buyers, infotainment and features are going to be the main features. And if you are handing all of that away to the tech companies, your entire company is going to just become another captive hardware partner of the tech giants.

nicksergeant 12/11/2025|||
I don't know. I would argue that driving experience and reliability are still very much going to be things in the electric car market. I'm an EV9 owner and we have issues w/ the suspension making it feel sloppy over some bumps. There's going to be a ton of nuance in terms of how all of these different electric vehicles drive, ride, and are experienced. And those are all going to come down to the vehicle manufacturers themselves, not just the technology partner for screens.
jayd16 12/11/2025||||
If they actually planned to compete on it they could just offer Carplay support as an option, no?
nightski 12/16/2025||||
Oh wow it doesn't have Carplay/Android Auto? Yes they definitely differentiated themselves, into me not wanting one anymore...
beanjuice 12/11/2025|||
... So the answer is to make a series of worse products?
legitster 12/11/2025||
I dunno - some of the manufacturers have legitimately good UIs now.
hansonkd 12/11/2025|||
It's maddening that $100k purchases get totally nerfed by bad software. Absolutely crazy to me that I can go out find a super nice car I want and have to walk away because of bad software or no carplay support.
Hovertruck 12/11/2025|||
I hear this a lot and it's surprising to me. We have three cars in our family (two with carplay and the Rivian) and carplay always feels like such a downgraded experience compared to that of the Rivian.
doctoboggan 12/11/2025||
I have a plex server and use Prologue for audio books. What would my experience on Rivian be like? I am guessing I would have to connect to the infotainment system as a bluetooth speaker? Would I be able to easily skip forward/backward and see the current chapter?

I've been using car play for the better part of the past decade and don't know what it looks like in vehicles without it.

Zee2 12/12/2025|||
I think the revenue source times number of people using Plex for audiobooks as a total market value for Rivian is approximately zero.
doctoboggan 12/12/2025|||
It’s not just plex, it’s the long tail of iPhone apps that work with CarPlay but don’t with rivian.

It’s the reason I always seek out CarPlay and why Tesla has reportedly decided it’s worth adding CarPlay to capture people like me.

Mashimo 12/12/2025|||
What if you listen to audio books with a 3rd party app that you really like, but it's not on rivian?

I would expect you can still skip forward and back, and read titles. So as long as you start before you drive you might be gucci?

Mashimo 12/12/2025|||
I don't know about Rivian, but last time I used bluetooth in a car you could see current title, play/pause and skip forward and back.

But that is all, no playlists control.

octorian 12/12/2025|||
This might be an unpopular opinion, but I'll take a car infotainment system that doesn't need CarPlay/AndroidAuto to be usable (and lacks it) over one that requires a phone attached via CarPlay/AndroidAuto to be usable.

I use Android Auto on rental cars all the time.

My daily driver is a Tesla (Model S /w MCU v2) that doesn't have it. And doesn't need it to provide a usable experience.

neogodless 12/12/2025|||
If the software has the same library as your phone, then I could why you see it as on par.

Android Automotive has a much smaller library than Android Auto, so the selection for audio apps, such as podcasts and music, are much more limited. The options for map software is smaller too. Also Android Automotive doesn't necessarily use your phone's existing internet connection. Depending on the maker, you have to subscribe to a separate data plan.

simondotau 12/12/2025|||
I've only rented Teslas but I can see how most people would consider CP/AA to be unnecessary given the quality of their integrated software. But for me, the two things Tesla can't do (and CP/AA can) is

1. Waze;

2. My preferred third-party podcasting app.

jinushaun 12/12/2025|||
And real door handles. And real buttons. And better customer service.

Who was this announcement for? I’m at a point where I think Rivian’s real customers are investors.

azinman2 12/11/2025|||
I want the smaller size and cost of the R2
wilg 12/11/2025|||
What, no. I'd buy a Rivian R2 right now to replace my Model Y if it 1) existed and 2) matched FSD features.
dawnerd 12/11/2025||
I'm in the same boat. My Model Y has to last until the R2 with lidar comes out. Hopefully it'll have some value left in it.
airstrike 12/11/2025||
Not investors, though
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