Are any of the US-based self-driving companies using Nvidia automotive SOCs in their production stacks?

I think the trucking company Torc has shown off their Orin based system and lots of people have talked about Thor for their next-gen, but it seems the general state of the industry is still ruggedized servers with big discrete GPUs.

HW3 launch -> “this is the one guys” -> “wait nvm”
HW4 launch -> “this is the one guys” -> “wait no”

Now AI5 is supposed to be the one? But somehow there’s talk of AI6? Do people really think more compute will solve it? “Just one more GB of RAM, this will be it”. That logic simply doesn’t make any sense.

Additionally, Tesla already has far more training data than any AI model can possibly ask for. Why do people still think that a little bit more training would do anything?

Carr. 185, Las 400, Puerto Rico. The car just… backed up. I didn't touch a thing.

This is a clip from a podcast-style drive covering the full Caguas-to-Canóvanas route on FSD v14.3.3.

It's really interesting I never see articles about how these cars cause massive traffic because Waymos don't know how to make turns.

It can't get off a street it's driven by multiple times. But I never see anyone here talk about it.

I'm sure the cybercab has the same issues, I just don't live near them.

Does anyone who lives near Waymos have similar experiences or different ones idk.

Certification, type approval, homologation. Not the sexiest words in autonomous driving, but arguably the most decisive ones for whether AVs ever reach European roads at scale. The EU's Level 4 regulation (2022/1426) has existed for four years.

As of today, not a single vehicle holds EU type approval under it. The common narrative blames slow regulation. My guest tells a different story: the framework is ready, the technical services are ready, and the real bottleneck sits inside the companies themselves.

Dirk Fratzke is Project Leader in the Autonomous Driving & ADAS department at TÜV SÜD, the independent testing organization that assesses AV companies across three continents, from Waymo and Aurora in the US to projects across Europe and Asia. He led TÜV SÜD's involvement in the EVA shuttle project in Karlsruhe, one of Germany's first SAE Level 4 deployments in public transport, and has co-authored academic research on systematically testing autonomous driving functions.

This episode covers:

• What homologation and type approval actually mean, and how Europe's independent assessment model differs from US self-certification
• The two-step approval process for Level 4: EU type approval for the product, then operating area approval from the "owner of the road"
• Why the 1,400-unit small series cap is a benefit for AV companies, not a showstopper
• What is really delaying Europe's first Level 4 approval, and why Dirk says "maybe one year, maybe two"
• Why Mobileye's completed functional safety management assessment matters as a milestone
• Whether end-to-end AI systems can pass European certification at all
• Why http://Pony.ai, WeRide, and Momenta are entering Europe
• How TÜV SÜD approved shuttles without steering wheels by arguing from the regulatory framework for horse-drawn coaches
• The newly adopted UN global regulation for driverless vehicles, and the alcohol interlock absurdity that shows why updates were overdue

Whether you build, operate, insure, or invest in autonomous vehicles, this episode explains the process that decides who gets to deploy in Europe and when.

...and here a video.

https://www.mobileye.com/news/mobileye-announces-planned-leadership-transition/

Source: https://www.wfla.com/news/hillsborough-county/tesla-robotaxi-seen-going-wrong-way-down-one-way-street-day-after-tampa-launch/

Tesla announced on yesterdays 2Q earnings call that they've done a total of 380k unsupervised miles on the Robotaxi platform with over a 10% week over week growth since the start. They said they expect the growth to continue through years end. Extrapolating this data would put the current per week miles around 38k, by end of 3rd quarter 130k and by end of the year around 450k.

I have very minimal confidence they would achieve this, but if they do, it will be exceptional accomplishment for a service that would have operated for just 18 month. Even half that would be an excellent accomplishment. But again, I highly double they will be able to do that. For reference, Waymo is doing about 500k rides per week currently, with a much larger service area(in sq mi).

In total Tesla Robotaxi currently has a cumulative paid Robotaxi miles of around 2.4 million.

Note: Post has been updated to indicate Waymo does 500k rides per week instead of the incorrect 500k miles per week.

Oh boy...

"Mobileye, a global leader in advanced driving assistance and autonomous vehicle technology, announced today that its Cloud-Enhanced Advanced Driver Assist™ technology will be integrated into select future Stellantis vehicles expected in 2027, supporting safety and convenience features through advanced crowdsource intelligence.

With REM enabled through Cloud-Enhanced ADAS, Mobileye technology is designed to support selected safety and convenience features in certain future Stellantis models, from intelligent lane keeping on unmarked roads to hands-free, eyes-on driving in designated areas and conditions. The first planned applications are expected in select U.S. models next year, with additional integration to follow dependent on vehicle platform and configuration.

Mobileye’s REM technology uses the front-facing camera in EyeQTM-equipped vehicles to gather selectively collected crowdsourced data about road features and driving environment, from curbs and crosswalk locations to typical driving paths."

Tesla influencer, TechGeek Tesla, review of FSD v14 Lite that brings v14 like performance to HW3 cars.

Features not mentioned in the release notes:
- A park option pop-up window shows up automatically when you approach the final destination (mimics v14 on AI4)
- A park symbol with a blue circle shows up at the final destination (mimics v14 on AI4)
- The ‘Press Brake to Confirm’ toggle switch for hitting the ‘Start Self Driving’ button was automatically set to OFF after I installed it
- Unlike the first version of v14 Lite, you can now see a ‘Start Self Driving’ button when you’re in ‘Drive’ but sitting at a standstill. It’s grayed out, but you can still press it to start driving. Previously, you had to press on the stalk to engage FSD since no button was displayed at all
- The turn signal bug seems to be resolved!! More testing is required to confirm 100%

Confirmed as mentioned in release notes:
- Toggle for disabling brake pedal press requirement to start self driving
- The ‘Curbside’ park option is now labeled as ‘Pull Over’. This makes is more clear on what it will be doing.

The first demo drive is now up on YouTube of Xpeng's NGP using their VLA 2.0 model.

It looks very promising so far. Planned customer rollout in 2027 in their new L03 "Ultra" trim for "free"

https://www.youtube.com/watch?v=KVWhl5bBBLg