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This 3 month old video is Mobileye biased.

Many EV companies (and some ICE Vs?) are anticipating Autonomous Driving. Some (TSLA) are advertising it as a way to rent your car to clients while you work, sleep, vacation, etc.

The linked video describes the concepts behind the sensor technologies, the limitations and the potentials.
These are my notes from the linked video, and are a bit erratic.


All the sensor technologies utilize AI to interpret the sensor data.

TSLA promotes itself as being the only company that gathers billions of data bits from its cars... FREE. The owner pays TSLA for the car, and real world driving data is reported back to TSLA for AI processing and then pushing to each TSLA car, rinse, repeat. SEE #5, below.

But wait!
This video, Mobileye brags about its millions of km of data, more data better AI, same virtuous cycle, demanded its data suppliers to abandon their own self driving programs. In 2020 Mobileye Technology is in 60M cars, 6M km/day data, expects 14M in 2022. Video says this is more than any other company.

Camera only (Camera Centric)- Mobileye (Intel). Uses cameras to build 3D representation of the world. Users: China NIO, Paris RATP(?). Cameras are much cheaper than radar/lidar. But, how to get a 2D image to 3D?
Decided, in 2004, to build its own chip called EyeQ for 2D to 3D image processing. (AAPL and TSLA followed suit). 2014

Lidar. GOOGL Waymo. Was the putative self driving king in 2014. Cost was $30k-85k, but now just a few thousand, expected to eventually drop to hundreds (Innoviz). Mobileye founder said Lidar would not scale economically "If it doesn't scale, it's going to be a science project." And scorned Lidar as the "lazy approach". Lidar gives a 3D image, without growing the AI ability.
Better than cameras for small objects, fake objects hacked into car controls, low light and poor weather conditions.

Radar has its uses. But also detriments - difficulty identifying stationary objects. Strength is to detect speed of nearby, adjacent objects.

Camera, radar. and ultrasonic TSLA. NPU (Neural Processing Unit) chipset developed in house by TSLA. See #5 below.

High definition GPS maps. Mobileye placed the car location via HD GPS Maps, within centimeters, which gives a redundancy to what the camera is seeing. Confirms accuracy of cameras. While Musk initially scorned HD MAPS, TSLA has recently adopted the same philosophy** and now incorporates MAPS.

NVDA (at 21 minute mark) AI processing (recent ARM Holding acquisition?) may become Mobileye biggest competitor by mid 2020s. But NVDA is late to the party.

Waymo. Relies on expensive Lidar. Not much real world data, so it seems to be stalling?

AI, Deep Learning, Machine Learning. TSLA relies on this. Mobileye, not so much.

TSLA today, is copying concepts that Mobileye had in 2016, 3D bounding boxes, tri-focal focus fields (at 25:00 minute), HD MAPS, Mobileye presentations, and more.

Random info:
Mobileeye launched 1999.

RATP Group - government entity responsible for Paris public transportation.
While RATP's Paris-related activities are still a major part of its business, its operations have extended since 2002 to include business around the globe in various modes of urban and regional transportation. RATP Dev, the Group's international operations and maintenance subsidiairy, is present in 13 countries in Africa, Asia, Europe and North America.

LIDAR LIght Detection And Ranging.
Radar RAdio wave Detection And Ranging.

** Musk sure seems to have a lotta petty Urination contests with others.

5. Benzinga, ARK invest, says TSLA AI NPU chip, data collection, etc is 4 years ahead of all competition (Mobileye and NVDA).

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