This is Autoline Daily, the show dedicated to enthusiasts of the global automotive industry.
BAIDU SAYS ITS AHEAD OF TESLA’S AV TECH
We kick off the week with a ton of news about autonomous and electric cars. And you just know that includes Tesla, too. Last week, Elon Musk said the company will roll out its autonomous technology later this year. But over in China, the CEO of Baidu says they’re going to be a generation ahead of Tesla with their technology. Baidu will mass produce its first robotaxis next year and says it will ramp that up to 800,000 robotaxis a year by 2028. Baidu’s AV uses 2 lidars and 12 cameras. As everyone in the world knows, Elon Musk is dead set against using lidar.
BI-PARTISAN SUPPORT IN U.S. FOR AVs
Meanwhile in the U.S. House of Representatives, a Republican and a Democrat are collaborating to write legislation for autonomous vehicles. Republican Robert Latta from Ohio and Democrat Debbie Dingell from Michigan are working on a bill they hope will find widespread bi-partisan support. In the Senate, Republican John Thune from South Dakota and Democrat Gary Peters from Michigan are working on similar legislation. They’re all trying to come up with federal legislation instead of having each of the 50 states come up with their own rules and regulations. And they also want to make sure this technology is developed in the US and not imported from China.
CHINA DRAFTS AV REGS
But China isn’t sitting still. It’s already drafting rules that will regulate AVs. The U.S. and China are in a race to see who can be the first to commercialize autonomous technology, which many experts believe will be a game changing technology for the auto industry and even for society itself.
CALIFORNIA SUES TESLA OVER AUTOPILOT & FSD
None of this will be easy. The state of California’s Department of Motor Vehicles is suing Tesla, accusing it of falsely advertising the capabilities of Autopilot and Full Self Driving. Tesla says that Autopilot will automatically steer, accelerate and brake in its lane, and that Full-Self Driving even obeys traffic lights and can make automatic lane changes. But it also has a disclaimer that says the driver has to pay attention at all times and that its cars are not autonomous. Reuters reports that the California DMV says Tesla’s original statements contradict its disclaimer and are misleading. This is a serious accusation. The DMV could force Tesla to stop selling cars in California and even pay restitution to Tesla owners.
GM EXPANDS SUPER CRUISE IN CHINA
GM’s expansion of Super Cruise, which we reported last week, is not limited to the U.S. and Canada. It’s also getting an update in China. The system was introduced there in 2018 and is now available for use on 320,000 kilometers or nearly 200,000 miles of highway and nearly all urban elevated roads. Super Cruise in the Cadillac CT5 is getting an update as well, including a new user interface and automatic and on-demand lane changes. Teslas have famously been banned from use in certain areas of China over privacy concerns, like military bases. But we’ve not heard the same about GM’s Super Cruise. So, what’s going on? GM says it went through extensive local validation and uses an authorized local mapping partner. Maybe that’s something Tesla didn’t do? It also could be that Super Cruise isn’t capable of operating on a military base. But we’ll be interested to see how the Chinese react to Ultra Cruise when it comes out.
APTERA TEASES ITS INTERIOR
Aptera, the company that wants to sell these wild teardrop-shaped EVs with solar panels, just revealed the production intent version of its interior. The highlights include modern-looking bucket-style seats, a yoke-like steering wheel and two floating display screens. Full interior reveal will be coming sometime this week and production of the SEV or solar electric vehicle is scheduled to start before the end of the year. Aptera reportedly has something like 22,000 reservations.
U.S. SENATE AXES INCENTIVES FOR E-BIKES
The U.S. Senate passed the Inflation Reduction Act, which provides nearly $400 billion over the next 10 years for climate and energy reduction programs. That includes lifting of the sales cap for the federal EV tax credit. But it now leaves out one area of electric transportation. Bikes. An original version of the bill would have included hundreds of dollars in incentives for purchasing an electric bike, but it was removed. Advocates argue that more Americans would have benefited from an electric bike incentive than an incentive for passenger vehicles. The Inflation Reduction Act now goes on to the House, where it’s expected to pass within the week, and then would need to be signed by President Biden.
UAW OFFICERS GET A PAY RAISE
The UAW is giving its officers a pay raise. President Ray Curry is now making $207,000 a year, an increase of about 3%, which is the same bump in pay the other union leaders are getting. They’ll also get another 3% increase in March but that’s contingent on UAW members getting their profit-sharing checks.
NIO TO BUILD BATTERY SWAPPERS IN HUNGARY
Chinese automaker NIO just opened its first overseas plant in Hungary but instead of building EVs, the factory will make battery swap stations for the European market. The plant begins operations next month and the site also includes an R&D center for power products. NIO currently only sells vehicles in Norway but in the second half of the year it has plans to expand into Germany, the Netherlands, Sweden and Denmark.
LUCID’S CEO WORKING ON FACTORY FLOOR
Lucid is running into production problems. Last year it said it would make 20,000 Air sedans in 2022. Last week it said it’s only going to make 6,000 to 7,000. So, during an earnings call CEO Peter Rawlinson said, and I quote: “I’ve been spending the vast majority of my time here, right here on the shop floor. And I believe it’s my responsibility as a CEO to be here resolving issues and helping to onboard new executives.” Close quote. That sounds pretty familiar, doesn’t it? After going through “production hell” Tesla CEO Elon Musk did something very similar. We just wonder when we see the pictures of Rawlinson’s cot on the shop floor?
TOUR LAKE MICHIGAN IN YOUR EV
The U.S. needs more EV charging locations especially in rural areas, which would make it easier to take an EV road trip. So the states of Michigan, Illinois, Wisconsin and Indiana are partnering up to create an EV charging network along the shores of Lake Michigan. Called the Lake Michigan EV Circuit Tour, the scenic tourism route will use existing charging stations and install new charging locations at coastal communities, lighthouses, state parks and other areas along the route. Dubbed the “electric Route 66” by the states, it’s expected to be completed over the next few years.
But that brings us to the end of today’s show. Thanks for tuning in.
August 8th, 2022 at 12:08 pm
Figured it was only a matter of time before Tesla ended up in court over auto-pilot. Autonomy is so ambiguous with its different levels and many terms. To me everything is driving assist features until you achieve full autonomy. If a driver needs to pay attention or do certain tasks then its not auto-pilot or even autonomous. It is equipped with many driving assist features and nothing more.
August 8th, 2022 at 12:10 pm
Baidu, like Tesla, likes to announce its INTENTIONS and hope that you think they are FACTS. In both cases, you have to consider it BS until AFTER they do it. To paraphrase the Texas quote ‘It ain’t bragging if you do it.’ , for EV makers, ‘It IS just bragging until after you do it.’
August 8th, 2022 at 12:20 pm
Why would the government incentivise E-bikes? What pollution would they be preventing to go from a pedal bike to an E-bike? Just creating more demand on the already demanding battery production. Encouraging people to get even less exercise. Besides its a Inflation reduction act but it includes a nice tax on coal so you can expect an increase for those areas that still use coal even though its name is inflation reduction act.
August 8th, 2022 at 1:05 pm
3 The people I know with E-bikes use them for recreation, not transportation. They get somewhat more exercise than the would without them, because the E-bikes replace time sitting doing nothing, rather than time riding regular bikes. Anyway, I agree than incentives for E-bikes would make little sense.
August 8th, 2022 at 1:12 pm
Tesla is quick to point out that AutoPilot and Full Self Driving, are just names and in no way that the drive can EVER take their mind or attention off driving their vehicle. So I just wonder if the VW Group would have gotten into so much trouble, if they said that the engines that they were caught cheating with, that these were just the names of the engines, but some where in their fine print indicated that the engines do not meet the claimed benefits that their names imply?! LOL Just joking and not trying to stop a war or anything.
August 8th, 2022 at 1:29 pm
5 The use of trade names “Autopilot” and “Full Self Driving” by Tesla fall into the same category as ads for healthy cigarettes from the 1930s-1950s.
August 8th, 2022 at 1:47 pm
With luck, California will sue Musk enough to close down the remaining factories and labs in California. I understand there are States and even another country that borders California.
August 8th, 2022 at 2:00 pm
Reason Tesla, FSD being sued – lawyers.
August 8th, 2022 at 2:07 pm
8 Also, FSD is complete BS. If it won’t drive me somewhere while I sleep,it’s not full self driving.
August 8th, 2022 at 3:10 pm
7 If Tesla completely leaves California, all of those Californians who have been buying the cars might look more closely at the competition that is hitting the market.
August 8th, 2022 at 3:44 pm
9 Maybe they just need to change the name to ASD (Almost self driving). Its like saying you have intermittent wipers that only have on and off. Its just sending the wrong message to consumers.
August 8th, 2022 at 3:49 pm
March 25, 2019, I took delivery of my Tesla Model 3 with an early version of Autopilot. In October, I paid for Full Self Driving. Knowing how hard of a problem it is, I remain patient and test the beta releases carefully. First with no other traffic to understand the edge cases, usually around 3 AM. Both Autopilot and FSD have problem reporting mechanisms that I use.
Last week, I supervised Autopilot driving over 1,500 miles between my home and my Mom’s home. Each leg took 18 hours including thunder and lightning storms. Everything worked as expected including the rare phantom braking and driving directly into the sun. But then I carefully tested both years ago.
IMHO, the biggest problem is the lack of a training program. My testing protocol provides my training but non-engineers are not equipped to handle theses sophisticated systems without training. Even my passengers get scared. Yet they are truly the “E ticket” ride.
August 8th, 2022 at 3:52 pm
#10 – leaving more Tesla product for the rest of us.
August 8th, 2022 at 4:28 pm
13 Yeah, for now there is a few month wait. That should change when Austin gets up to speed.
I took my Highlander in this morning for my free 5K mile service (tire rotation). The Toyota/Honda dealer had no new cars. They are still all pre-bought before they arrive.
August 8th, 2022 at 5:08 pm
just wish to give a shout out to your sponsors and thank them for their support
August 8th, 2022 at 9:19 pm
#15 and I fully agree.
I want to call out to Bridgestone who from our Prius to our EV days have given us low rolling resistance and long, affordable service life. Bridgestone compliments the goals of efficient drivers.
August 8th, 2022 at 9:41 pm
16 My Camry Hybrid came with Firestone LRR tires, now part of Bridgestone. I was surprised that the Firestones gave noticably better mpg than the Continentals that replaced them. Different LRR tires are not equal in rolling resistance.
August 9th, 2022 at 8:50 am
13 That’s the kind of thinking that losses market share.
However I doubt if Tesla relocates to say Texas that it would make much difference to Californians where there Tesla was built. Right now Tesla has a good problem to have and that they cant build cars fast enough. So I don’t see them closing up the Fremont facility anytime soon no matter the crazy laws that the state puts in place or drags them into court. If it wasn’t California it would have been a Class action suit or maybe another state or maybe even the NHTSA. Either way FSD is misleading and is false advertising. Many people would believe FSD means I set the route and take a nap, wake up when I get there and that is not the message we want buyers to have. Tesla can put as many disclaimers and warning labels as they want but it doesn’t change that the name FSD provides an expectation that currently not available.