2019.03 News Weekly 2
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不一定都要在加州路上测试。
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Uber death leaves questions about self-driving car liability unanswered
所见略同
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Think the future lies in self-driving Uber, Lyft or Waymo cabs? Dream on
Driver salaries, although significant, affect fares less than the cab’s utilization rate — the percent of miles it travels with a fare paying passenger. And that’s a problem because in some cities, drivers spend as little as 40 percent
Whether or not the likes of Waymo are tuned into this reality is unclear. The company seems more focused on offering robocab fares that are comparable with Uber and Lyft. That’s ironic given that Uber and Lyft fares are themselves heavily subsidized and costlier than owning a car.
真的会因为很便宜而无利可图吗？最后的收费模式是如何的？
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So even if the camera-based vision of a self-driving car was flawed, and unable to see black people, lidar should still pick out pedestrians regardless of color. And there’s no guarantee autonomous vehicles are using the same models, algorithms, and datasets used in this academic study. The likes of Waymo are, hopefully, using something more sophisticated. Therefore, while it’s certainly worthwhile investigating and flagging this up as a potential problem, it’s just not representative of a realistic self-driving car scenario.
一提出来就可以改正的事，并不会妨碍发展。
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Waymo trials its self-driving cars outside Phoenix, Arizona – video
费用问题再次被提出。
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Report: Google’s Waymo seeks outside investment and a sky-high valuation
Alphabet’s self-driving vehicle subsidiary Waymo may raise outside capital for the first time at a valuation “at least several times” that of Cruise, the General Motors-owned autonomous vehicle business worth nearly $15 billion, according to a report published by The Information on Monday.
Waymo, years ago, was valued at $4.5 billion, though analysts claim it could surpass a valuation as high as $175 billion based on future revenue estimates. For context, a valuation north of $100 billion puts Waymo significantly ahead of Uber, Tesla, GM and Ford.
According to estimates, Waymo could book $114 billion in revenue in 2030.
Drive.ai在找投资，连Waymo也开始寻找外部投资了，是不是代表真的可能有些问题？
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GM Cruise snags Dropbox HR head to hire at least 1,000 engineers by end of year
GM Cruise plans to hire hundreds of employees over the next nine months, doubling its engineering staff, TechCrunch has learned. It’s an aggressive move by the autonomous vehicle technology company to double its size as it pushes to deploy a robotaxi service by the end of the year. Arden Hoffman, who helped scale Dropbox, will leave the file-sharing and storage company to head up human resources at Cruise.
Cruise大面积招人
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Self-Driving Trucks Hitting the Roads in China Using FABU Technology
FABU first partnered with the companies in November, and Deppon Express then began testing Level 4 autonomous driving trucks in China’s Zhejiang Province, a heavily populated area.
The trucks averaged 40-mile daily round trips along three routes during the tests, with one of those routes passing through 50 intersections—26 of which were controlled by traffic lights. They operated both during the day and night, on highways, through tunnels and along residential roads. The tests were conducted in winter, meaning the trucks also had to navigate through challenging weather conditions such as rain, snow and fog.
FABU是何晓飞创办的，何晓飞是之前滴滴研究院院长。
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自动驾驶公司「踏歌智行」开始在矿区试运营，刚拿到 A 轮融资
矿区的生产运输一直以来存在多个痛点：安全事故频发、司机招聘困难、管理运营成本高。
而矿区又是最适合自动驾驶落地的场景之一，因为矿区环境往往受到严格管控、禁止外来人员进入、具备封闭无人的特点。同时，矿区运输有严格的工艺要求，每辆矿车都在固定路线上进行点对点运输，时速往往低于25km/h。
踏歌智行创始人兼首席科学家余贵珍是北京航空航天大学运输系教授、博导，在车辆智能化、车辆控制等领域有10多年经验。
挺好的
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首款搭载小度车载OS系统的量产车型EXEED 星途 TX正式亮相。小度车载OS系统是百度Apollo推出面向量产的人工智能车联网系统解决方案，亮点在于：
车载人脸识别系统，系统会自动识别车主，并进行自主调节，如座椅、歌单、氛围灯等，另外，车上还有人脸支付系统，让车主在开车时也能够进行刷脸支付，如买电影票、订外卖等。
AR增强现实导航，依托于图像识别和定位技术，AR导航将提示司机在前方路口直行或转弯，精确定位车道、主动引导司机变道。
智能家居互联，车主在开车时能实时操控家中电器，在家里也可进行锁车、开关车窗等动作。
车载系统，就是大家说苹果应该最擅长的。
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孙正义表示，“我们已参加了该公司的两次融资活动，这是我们参与的第三轮融资。”此前， 滴滴曾在2017年陆续获得软银共80亿美元的投资。2017年9月，阿里巴巴向软银出售了滴滴出行5%的股权，套现6.39亿美元。目前，软银持有滴滴约20%的股份。
滴滴成立旗下全资子公司——上海滴滴沃芽科技有限公司（滴滴沃芽），经营范围包括智能驾驶汽车技术、自动驾驶汽车技术、汽车零部件技术领域内的技术开发等。
尽管网约车行业烧钱不断，投资回报还未显现，孙正义在接受外媒采访时回应道，“这些都是最初的投资。它们的边际回报率是20%或更多，这实际上是非常合理的、非常有利可图的业务。不管发生什么，自动驾驶汽车都会到来。当自动驾驶汽车出现的时候，提供打车服务的成本会变得非常具有效率。”
孙正义为什么这么说。
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Uber’s self-driving car unit was burning $20 million a month
Uber thought it would have 75,000 autonomous vehicles on the roads this year and be operating driverless taxi services in 13 cities by 2022, according to court documents unsealed last week. To reach those ambitious goals, the ridesharing company, which hopes to go public later this year, was spending $20 million a month on developing self-driving technologies.
2020年是一个点
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关于数据这块，任何一个智能设备，在提供服务的过程中，必然会有一些数据沉淀。这些数据沉淀，我们很清楚地承诺，数据百分之百是车厂的。大家可以看到，即使像上汽斯柯达这样的德国品牌，仍然可以跟斑马网络合作，去年不论是PSA、福特，都选择跟斑马网络合作，我们在这个行业领域形成的数据的合作模式，是被整个行业所接受的。我们认为，那些跟车辆直接相关的车的一些传感器，运行轨迹的数据都属于车厂，这些直接进入车厂的TSP平台。斑马网络为用户提供服务的过程当中，我们会跟车厂基于服务的场景，共享一些数据。
车的数据属于车企，OS的数据拿来共享。
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Uber said to be raising $1B at a $10B valuation for its self-driving car unit
Uber is in negotiations with investors, including the SoftBank Vision Fund, to secure an investment as large as $1 billion for its autonomous vehicles unit. The deal would value the business at between $5 billion and $10 billion, according to a Tuesday report from The Wall Street Journal.
最近又各种融资，说明是持久战?
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研究机构 Navigant Research （缩写为NR）在今天发布的迄今为止第三份年度自动驾驶汽车排行榜中，仅将三家公司列入“第一军团”，远远低于 2018 年选出的八家。
只有 Waymo、通用（Cruise）以及福特（Ford Automomous）仍然处于“自动驾驶赛道最顶端”
有空读读报告。
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值得一看。
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其中一个关键原因莫过于5G的商业落地场景尚不清晰。实际上，无论是5G还是自动驾驶技术，距离商业化落地还太远。不同于电信运营商、通信设备商，作为终端垂直领域的汽车主机厂，在尚未看到清晰可见的利益时，显然不愿意过度投入，因为一旦生变，前期的投入都有可能打水漂。
以自动驾驶为例，早前包括日产、戴姆勒等众多跨国车企都宣布计划在2020年实现自动驾驶，自动驾驶鼻祖谷歌则更是预计在2017年就实现这一愿景。不过实际情况则是，至今尚没有一家公司实现真正意义上的自动驾驶。基于传感器、雷达和摄像头自动驾驶路线的谷歌，更是因传感器、激光雷达部件高昂的造价难以为继。
自动驾驶如此，5G商业化同样如此。
安永曾预计，2019年至2025年间，中国5G资本支出将达到1.5万亿元人民币。相较于4G时代，未来5G基站量将是4G基站量的2倍，5G网络建设对运营商的投资要求至少是4G的1.5倍。《每日经济新闻》的报道称，运营商5G建网主体投资可能将达1.23万亿元，较4G投资增长68%。
需要时间。
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滴滴出行联合创始人/CTO张博：2019年将在全国增加2000名司机服务顾问
目标用户群是大众的需求还是小众的需求，决定了创业天花板的高低；用户需求是否高频决定了用户的留存；而刚需的定义是企业的产品或者服务创造的价值是可衡量、可持续、可防御；当企业的产品或者服务真正触及用户痛点的时候，用户口碑传播能起到的效果会比任何广告都管用。
在张博看来，未来交通将在三个层面发生变革，最下面一层是交通基础设施；中间一层是车辆交通工具本身的变革，电动汽车和智能驾驶将是趋势；最上层则是共享出行网络，未来出行网络未来会更加高效、更加智能，每个城市都有一个“智慧交通大脑”，它可以预测未来一段时间人的流动和物体的流动，根据未来一段时间的需求规划最下面一层的交通基础设施应该是怎样的配置，自动规划车辆停在哪个位置满足人们需求，在没电的时候自己到充电站，为用户出行做出最优匹配。
三层变革：交通基础设施、交通工具、出行网络。
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SoftBank-backed Nuro launches autonomous grocery delivery service in Houston
On the heels of its massive $940 million funding from the SoftBank Vision Fund, Nuro is launching in its second market. Nuro first launched its self-driving grocery delivery service in Scottsdale, Ariz. in August. Now, Nuro is expanding its partnership with grocer Kroger to launch in Houston, Texas.
The service will be available through two of Kroger’s stores in Houston to reach customers in four local ZIP codes. Since first partnering with Kroger, Nuro has completed thousands of deliveries to customers.
Nuro’s long-term vision is to use its self-driving technology in the last mile for the delivery of local goods and services. In addition to groceries, that could be things like dry cleaning, an item you left at a friend’s house or really anything within city limits that can fit inside one of Nuro’s vehicles. Nuro has two compartments that can fit up to six grocery bags each.
自动驾驶解决最后一公里问题。
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How to watch Elon Musk unveil the Tesla Model Y
应该已经发布了。
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Uber will reportedly file for IPO next month
Uber will also reportedly kick off its IPO roadshow next month. As part of its offering, Uber is also expected to reward some of its more active or long-time drivers with a cash award.
买一股持续观察。
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Americans still as fearful of self-driving cars as last year, survey shows
An American Automobile Association (AAA) survey of more than 1,000 American adults released this week shows that 71 percent of respondents are afraid to ride in a self-driving car. That’s as high as fear levels from April 2018 after the Tempe fatality. Before the incident, fear of AVs was at 63 percent.
什么情况会使这改变？
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相对而言，Model Y 更像是一辆 “Model 3 SUV”，而不是一辆 “Model X Mini”。
这些款不停升级。