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> the government being pulled away from censorship in league with social media

The right sure said that a lot, but it repeatedly failed to materialize. The twitter files were especially embarrassing, where Elon alleged government censorship but his "detective" was forced to admit that it didn't exist. Oops!

> [@mtaibbi] Although several sources recalled hearing about a “general” warning from federal law enforcement that summer about possible foreign hacks, there’s no evidence - that I've seen - of any government involvement in the laptop story. In fact, that might have been the problem...

Contrast this to "we can do it the easy way or the hard way" from the current administration. Yikes!


Surely the reason why appeasement isn't working is that we just haven't appeased hard enough!

"Both sides" / "tribes bad" / "transcend the conflict" discourse is such cancer, because intentionally ignoring the most pertinent parameters of a conflict is not a neutral choice. When Donald Trump said he would end the Russia/Ukraine conflict on Day 1, we didn't fear that he was lying, we feared that he was serious because we all knew that the only way to actually do it would have been to force Ukrainian defeat. When your toddler is screaming because the smell of cooking has made him hungry but he has to wait, giving in to his demands is not conflict-transcending 3D chess, it's teaching your kid that tantrums are an effective tool. The same goes for politics.


Tesla has driven 7.5B autonomous miles to Waymo's 0.2B, but yes, Waymo looks like they are ahead when you stratify the statistics according to the ass-in-driver-seat variable and neglect the stratum that makes Tesla look good.

The real question is whether doing so is smart or dumb. Is Tesla hiding big show-stopper problems that will prevent them from scaling without a safety driver? Or are the big safety problems solved and they are just finishing the Robotaxi assembly line that will crank out more vertically-integrated purpose-designed cars than Waymo's entire fleet every day before lunch?


Tesla's also been involved in WAY more accidents than Waymo - and has tried to silence those people, claim FSD wasn't active, etc.

What good is a huge fleet of Robotaxis if no one will trust them? I won't ever set foot in a Robotaxi, as long as Elon is involved.


There's more Tesla's on the road than Waymo's by several orders of magnitude. Additionally the types of roads and conditions Tesla's drive under is completely incomparable to Waymo.

Yes that was accounted for above, but this isn't autonomous apples to apples

waymo just hit it's first pedestrian, ever. It did it at a speed of 6mph and it was estimated a human would have hit the kid at 14mph (it was going 17mph when a small child jumped out in front of it from behind a black suv.

First pedestrian struck. That's crazy.

Tesla just disengages fsd anytime a sensor is slightly blocked/covered/blinded.. waymo out here doing fsd 100% of the time and basically never hurts anyone.

I don't get the tesla/elon love here, i like my model 3 but it's never going to get real fsd, and that sucks, elon also lies about the roadmap, timing, etc. I bet the roadster is canceled now. Why do people like inferior sensors and autistic hitler?


Waymos disengage and get tele operated too?

Not really. Waymos can’t be driven remotely, their remote operators can give the car directions, e.g. “use this lane”, and then the autonomous system controls the vehicle to execute those directions.

I’m sure latency and connectivity is too much of an risk to do it any other way.

The only Waymos driven by a human are the ones with human drivers physically in the car


semi autonomous

His stated reason was that he wanted the team focused on the driving problem, not sensor fusion "now you have two problems" problems. People assumed cost was the real reason, but it seems unfair to blame him for what people assumed. Don't get me wrong, I don't like him either, but that's not due to his autonomous driving leadership decisions, it's because of shitting up twitter, shitting up US elections with handouts, shitting up the US government with DOGE, seeking Epstein's "wildest party," DARVO every day, and so much more.

Sensor fusion is an issue, one that is solvable over time and investment in the driving model, but sensor-can't-see-anything is a show stopper.

Having a self-driving solution that can be totally turned off with a speck of mud, heavy rain, morning dew, bright sunlight at dawn and dusk.. you can't engineer your way out of sensor-blindness.

I don't want a solution that is available to use 98% of the time, I want a solution that is always-available and can't be blinded by a bad lighting condition.

I think he did it because his solution always used the crutch of "FSD Not Available, Right hand Camera is Blocked" messaging and "Driver Supervision" as the backstop to any failure anywhere in the stack. Waymo had no choice but to solve the expensive problem of "Always Available and Safe" and work backwards on price.


> Waymo had no choice but to solve the expensive problem of "Always Available and Safe"

And it's still not clear whether they are using a fallback driving stack for a situation where one of non-essential (i.e. non-camera (1)) sensors is degraded. I haven't seen Waymo clearly stating capabilities of their self-driving stack in this regard. On the other hand, there are such things as washer fluid and high dynamic range cameras.

(1) You can't drive in a city if you can't see the light emitted by traffic lights, which neither lidar nor radar can do.


Hence why both together make the solution waymo chose. The proof is in the pudding, Waymo's have been driving millions of miles without any intervention. Tesla requires safety drivers. I would never trust the FSD on my model 3 to be even nearly perfect all the time.

Lidar also gives you the ability to see through fog and as it scans, see the depth needed to nearly always understand what object is in front of them.

My Model 3 shows "degraded" or "unavailable" about 2% of the time i'm driving around populated areas. Zero chance it will ever be truly FSD capable, no matter the software improvements. It'll still be unavailable because the cameras are blinded/blocked/unable to process the scene because it can't see the scene.

While you're right, washer fluid works usually on the windshield, it doesn't on the side cameras, and yea hdr could improve things, it won't improve depth perception, and this will never be installed on my model 3..

Lidar contributes the data most needed to handle the millions of edge cases that exist. With both camera and lidar contributing the data they are both the best at collecting, the risk of the very worst type of accidents is greatly reduced.

I don't see these stats https://waymo.com/safety/impact/ happening for tesla anytime soon.


> without any intervention

but with occasional remote guidance (Waymo doesn't seem to disclose statistics of that). In some cases remote guidance includes placing waypoints[1].

> Lidar also gives you the ability to see through fog and as it scans

Nah. Lidar isn't much better in fog than cameras. If I'm not mistaken, fog, rain, smoke, snow scatter IR light approximately the same as visible light. The lidar beam needs to travel twice the distance and its power is limited by eye-safety concerns.

> FSD on my model 3 to be even nearly perfect all the time

It doesn't need to be perfect. It needs to not hit things, cars and pedestrians too hard and too often, while mostly obeying traffic rules. Waymo has quite a few complains about their cars' behavior[2], but they manage just fine.

[1] third video in https://waymo.com/blog/2024/05/fleet-response

[2] https://www.austintexas.gov/page/autonomous-vehicles


Waymo had safety drivers for a long time. And still have safety drivers to this day when they roll out a new city. You wouldn't have known that because no one was paying attention to this stuff back then.

Waymo also had safety drivers for years.

All you really need is "drive slower if you can't see (because rain, fog, or degraded cameras), or you're in an area where children might run out into the road"


If you have mud on a camera, you can't drive it either way. Lidar or not. The way to actually solve these issues is to have way more cameras for redundancy / self cleaning etc, not other sensors.

LIDAR is notoriously easy to blind, what are you on about? Bonus meme: LIDAR blinds you(r iPhone camera)!

The inputs to FSD are:

    7 cameras x 36fps x 5Mpx x 30s
    48kHz audio
    Nav maps and route for next few miles
    100Hz kinematics (speed, IMU, odometry, etc)
Source: https://youtu.be/LFh9GAzHg1c?t=571

So if they’re already “fusioning” all these things, why would LIDAR be any different?

Tesla went nothing-but-nets (making fusion easy) and Chinese LIDAR became cheap around 2023, but monocular depth estimation was spectacularly good by 2021. By the time unit cost and integration effort came down, LIDAR had very little to offer a vision stack that no longer struggled to perceive the 3D world around it.

Also, integration effort went down but it never disappeared. Meanwhile, opportunity cost skyrocketed when vision started working. Which layers would you carve resources away from to make room? How far back would you be willing to send the training + validation schedule to accommodate the change? If you saw your vision-only stack take off and blow past human performance on the march of 9s, would you land the plane just because red paint became available and you wanted to paint it red?

I wouldn't completely discount ego either, but IMO there's more ego in the "LIDAR is necessary" case than the "LIDAR isn't necessary" at this point. FWIW, I used to be an outspoken LIDAR-head before 2021 when monocular depth estimation became a solved problem. It was funny watching everyone around me convert in the opposite direction at around the same time, probably driven by politics. I get it, I hate Elon's politics too, I just try very hard to keep his shitty behavior from influencing my opinions on machine learning.


> but monocular depth estimation was spectacularly good by 2021

It's still rather weak and true monocular depth estimation really wasn't spectacularly anything in 2021. It's fundamentally ill posed and any priors you use to get around that will come to bite you in the long tail of things some driver will encounter on the road.

The way it got good is by using camera overlap in space and over time while in motion to figure out metric depth over the entire image. Which is, humorously enough, sensor fusion.


It was spectacularly good before 2021, 2021 is just when I noticed that it had become spectacularly good. 7.5 billion miles later, this appears to have been the correct call.

What are the techniques (and the papers thereof) that you consider to be spectacularly good before 2021 for depth estimation, monocular or not?

I do some tangent work from this field for applications in robotics, and I would consider (metric) depth estimation (and 3D reconstruction) starting to be solved only by 2025 thanks to a few select labs.

Car vision has some domain specificity (high similarity images from adjacent timestamps, relatively simpler priors, etc) that helps, indeed.


depth estimation is but one part of the problem— atmospheric and other conditions which blind optical visible spectrum sensors, lack of ambient (sunlight) and more. lidar simply outperforms (performs at all?) in these conditions. and provides hardware back distance maps, not software calculated estimation

Lidar fails worse than cameras in nearly all those conditions. There are plenty of videos of Tesla's vision-only approach seeing obstacles far before a human possibly could in all those conditions on real customer cars. Many are on the old hardware with far worse cameras

Interesting, got any links? Sounds completely unbelievable, eyes are far superior to the shitty cameras Tesla has on their cars.

There's a misconception that what people see and what the camera sees is similar. Not true at all. One day when it's raining or foggy, have some record the driving, through the windshield. You'll be very surprised. Even what the camera displays on the screen isn't what it's actually "seeing".

Yea.. not holding my breath on links to superman tesla cameras performing better than eyes

Monocular depth estimation can be fooled by adversarial images, or just scenes outside of its distribution. It's a validation nightmare and a joke for high reliability.

It isn't monocular though. A Tesla has 2 front-facing cameras, narrow and wide-angle. Beyond that, it is only neural nets at this point, so depth estimation isn't directly used; it is likely part of the neural net, but only the useful distilled elements.

I never said it was. I was using it as a lower bound for what was possible.

Always thought the case was for sensor redundancy and data variety - the stuff that throws off monocular depth estimation might not throw off a lidar or radar.

It doesn't solve the "Coyote paints tunnel on rock" problem though.

IIRC, that was only ever a problem for the coyote, though.

Source: not a computer vision engineer, but a childhood consumer of looney toons cartoons.


Time for a car company to call itself "ACME" and the first model the "Road Runner".

Fog, heavy rain, heavy snow, people running between cars or from an obstructed view…

None of these technologies can ever be 100%, so we’re basically accepting a level of needless death.

Musk has even shrugged off FSD related deaths as, “progress”.


Humans: 70 deaths in 7 billion miles

FSD: 2 deaths in 7 billion miles

Looks like FSD saves lives by a margin so fat it can probably survive most statistical games.


How many of the 70 human accidents would be adequately explained by controlling for speed, alcohol, wanton inattention, etc? (The first two alone reduce it by 70%)

No customer would turn on FSD on an icy road, or on country lanes in the UK which are one lane but run in both directions; it's much harder to have a passenger fatality in stop-start traffic jams in downtown US cities.

Even if those numbers are genuine (2 vs 70) I wouldn't consider it apples-for-apples.

Public information campaigns and proper policing have a role to play in car safety, if that's the stated goal we don't necessarily need to sink billions into researching self driving


Is that the official Tesla stat? I've heard of way more Tesla fatalities than that..

There are a sizeable number of deaths associated with the abuse of Tesla’s adaptive cruise control with lane cantering (publicly marketed as “autopilot”). Such features are commonplace on many new cars and it is unclear whether Tesla is an outlier, because no one is interested in obsessively researching cruise control abuse among other brands.

There are two deaths associated with FSD.


This is absolutely a Musk defender. FSD and Tesla related deaths are much higher.

https://www.tesladeaths.com/index-amp.html


Autopilot is the shitty lane assist. FSD is the SOTA neural net.

Your link agrees with me:

> 2 fatalities involving the use of FSD


Tesla sales are dead across the world. Cybertruck is a failure. Chinese EVs are demonstrably better.

No one wants these crappy cars anymore.


I don't know what he's on about. Here's a better list:

https://en.wikipedia.org/wiki/List_of_Tesla_Autopilot_crashe...


Good ole Autopilot vs FSD post. You would think people on Hacker News would be better informed. Autopilot is just lane keep and adaptive cruise control. Basically what every other car has at this point.

"MacOS Tahoe has these cool features". "Yea but what about this wikipedia article on System 1. Look it has these issues."

That's how you come across


Autopilot is the shitty lane assist. FSD is the SOTA neural net.

Your link agrees with me:

> two that NHTSA's Office of Defect Investigations determined as happening during the engagement of Full Self-Driving (FSD) after 2022.


Isn't there a great deal of gaming going on with the car disengaging FSD milliseconds before crashing? Voila, no "full" "self" driving accident; just another human failing [*]!

[*] Failing to solve the impossible situation FSD dropped them into, that is.


Nope. NHTSA's criteria for reporting is active-within-30-seconds.

https://www.nhtsa.gov/laws-regulations/standing-general-orde...

If there's gamesmanship going on, I'd expect the antifan site linked below to have different numbers, but it agrees with the 2 deaths figure for FSD.


Better than I expected. So this was 3 days ago, is this for all previously models or is there a cut off date here?

This is the craziest I've seen, but it was 10 months ago which is ~10 years in AI years

https://www.youtube.com/watch?v=3DWz1TD-VZg


They can and they do.

https://youtu.be/LFh9GAzHg1c?t=872

They've also built it into a full neural simulator.

https://youtu.be/LFh9GAzHg1c?t=1063

I think what we are seeing is that they both converged on the correct approach, one of them decided to talk about it, and it triggered disclosure all around since nobody wants to be seen as lagging.


I watched that video around both timestamps and didn't see or hear any mention of LIDAR, only of video.

Exactly: they convert video into a world model representation suitable for 3D exploration and simulation without using LIDAR (except perhaps for scale calibration).

My mistake - I misinterpreted your comment, but after re-reading more carefully, it's clear that the video confirms exactly what you said.

tesla is not impressive, I would never put my child in one

"Will it rain today? Sorry, I can't do that while you're driving."

Yeah but after a series of Big Prints we finally managed to make an inflation spike, a run on Silicon Valley Bank, the US President openly contemplating dollar devaluation, "Sell America trade" working for the first time in 50 years, the marginal buyer of treasuries eliminating the last dove on the path to war, and precious metals whipping around like meme stocks. "Park the money in a USD money market at SVB" used to be not just OK, but universally agreed to be obviously OK, which had value of its own. Now it's just OK. Probably. I hope.

Will we see some pivots into bullshit crypto holding companies? Sure, but VC returns are notoriously lottery-ticket distributed and 0 is 0 however you get there. I'd hazard a bet that the number of otherwise-successful companies who die due to this policy rounds to 0, while the probability of an inflationary wrecking ball that wipes out an entire batch of otherwise promising startups in the absence of such a policy is... north of zero.

To be clear, I don't think this is due to a special property of crypto, just the flexibility to get away from USD in case of emergency.

EDIT: maybe 24/7 trading could be an argument. It would be a meme for the ages if a raft of startups survived because they were up hustling and grinding at 2AM when the boats hit the Taiwan Strait.


You’re describing an event that would wipe out the US economy and trying to protect against that with stable coins, or at least that’s the impression I’m getting.

If the US falls apart, your startup will too. No matter how well preserved your cash reserves are.

The US going to war or entering hyperinflation is probably at the bottom of most founders lists of existential worries. Not a risk to mitigate (it’s a risk you need to accept since there’s nothing you can do - worrying about it won’t help)

Also, worth mentioning that no one lost money with SVB’s collapse. One might argue it was an incredibly smart decision for YC to recommend people bank at SVB since if SVB goes under, virtually all LP’s and everyone in the VC community will go under too (too big to fail, so they won’t, or if they do, everyone else fails too — kind of like AWS us-east-1)


Nah, hedging war is a meme, but I labeled it as such.

Startups that wanted to treasury in BTC or GLD, were told no, and were vindicated in hindsight are not a meme. Startups that were force-fed 10% inflation and a collapsing bank aren't a meme. That happened.

You can complain that it's irrational to hedge against these things which have been happening an awful lot lately, but you aren't the one who gets to decide. If an enterprising alternative VC is peeling away good founders by being flexible on this point, YC's option is to compete or let the deals go.


It probably costs you more than 10% of your time to avoid the 10% inflation.

> kind of like AWS us-east-1

is this the right comparison? us-east-1 goes down a lot to an extent because everything goes down at the same time, rather than as a collective need to stay up. its one of the worst AWS regions if what you care about is stability and up time. too big to fail does not add extra up time guarantees to that region


No one might have lost their money with the collapse of the banks but with the large amount of new money printed, the value of each dollar will continue to erode.

Inflation and hyper-inflation can wipe out debts with future money that's cheaper more easily in some ways. I forget where I had read or learned more about this in other countries that had experienced it.


> the US President openly contemplating dollar devaluation

Why won’t the fed raise rates?


The fear is the loss of safe guards and independence of the Federal Reserve. Trump is actively trying to remove safe guards and independence that would allow the Federal Reserve to counteract anything like this. If for instance Trump wants to hold interest rates low regardless of what anyone is telling him, he wants that power[0][1].

The upcoming decision by the Supreme Court on case Trump v. Cook is about this very issue[2]

[0]: https://www.cnn.com/2026/01/29/economy/federal-reserve-indep...

[1]: https://www.pbs.org/newshour/nation/why-the-federal-reserves...

[2]: https://hls.harvard.edu/today/will-the-federal-reserve-remai...


Trump v Cook is not upcoming it has been argued already

https://www.oyez.org/cases/2025/25A312


Edited! Though it was suppose to be written as upcoming decision, as yes the case was argued already but not ruled on

If they won’t raise rates for fear of losing independence it’s already over.

If Trump v. Cook is a loss for Trump, they won't be in fear of losing independence, as I understand it.

Which branch of government is the fed under?

None. As per the Federal Reserve Act it is an independent agency not under any branch of government.

Trump is trying to change that through judicial means, rather than purusing a legislative one. Dubious at best, but the Supreme Court as of late has not been reliable in upholding important precedent.


Love your writing style!

and in this case the particulars match the archetype: my understanding is that Zhang was the "dove" while Xi is the "hawk." The hawk just ate the dove. We're going to war.

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