autonomous driving
4 statements across 3 episodes · 1 bullish · 1 bearish · 3 people on the record · first statement Oct 24, 2024 by Dmitri Dolgov · across every show →
Everything said about autonomous driving, oldest first
Oct 24, 2024 neutral
AI model architectures are only enablers without the surrounding data flywheel
“The architecture is an enabler, but really to make it work at the level that we care about, you need like everything around it. The data engine, the whole, you know, flywheel of, you know, training the system, evaluating it. And you kind of have to think about…”
Feb 20, 2025 bearish
Vogt: Winning Autonomous Driving Stacks in 2025 Will Not Require LiDAR
“If you're making a bet on the right technical approach in 20, 25, it does not involve a bunch of expensive LIDARs or exotic sensors. It involves the most commodity is sort of, you know, high volume, readily available sensors you can get, and probably just seve…”
Feb 12, 2026 bullish
Feb 12, 2026
Scaringe: Level 2 and 4 autonomy behave identically 99.99% of the time
“If you're driving a level two system or a level three system or a level four system, For 99.9999, like three or four nine, identical. The difference is like the fifth or sixth or seventh nine on that is these like extreme corner cases.”