QCraft Raises $100M

qcraft

I’ve been writing about autonomous shuttles having a moment, which continues with the announcement that Meituan led a $100 million investment round for QCraft, a Chinese autonomous shuttle company.

QCraft is building and operating autonomous shuttles in Suzhou, Shenzhen, and Wuhan. The company hinted at expansion into point-to-point or even robotaxis models.

Meituan, the lead investor in this round, is China’s largest food delivery company. Presumably they are interested in the application of this technology for that purpose.

In Praise Of Pittsburgh

Pittsburgh's population slides, but no longer falling off a cliff |  Pittsburgh Post-Gazette

I was just talking yesterday with a Cruiser who is currently located in Pittsburgh, because his girlfriend is in grad school there. I mentioned that Pittsburgh might have the best combination of amenities compared to cost of living in the United States.

PNC Park rivals Chicago’s Wrigley Field and San Francisco’s Oracle Park as the best stadium in baseball. Carnegie Mellon has ridden the strength of its computer science department to become of the country’s premier research institutions. The topographic location of the city, at the confluence where the Allegheny and Monongahela Rivers merge to form the Ohio, is spectacular. Plus there’s a funicular.

All of that makes Pittsburgh a first-class city, but what really sets it apart is the cost of living, which is half that of San Francisco. Cost of living in Pittsburgh is actually comparable to cost of living in Roanoke, Virginia.

And what is really striking are the employment opportunities. In addition to the old industrial behemoths like US Steel and Heinz, and alongside UPMC, Pittsburgh has built a robust technology ecosystem. The Post-Gazette just highlighted all the Pittsburgh technology companies going public: Duolingo, Aurora, Argo, Cognition Therapeutics, Stronghold Digital Mining.

Google has long had an office in Pittsburgh, along with many other companies seeking to hire Carnegie Mellon students. Waymo just opened an office, and Motional has a big presence.

You just have to survive the winters.

Driverless Shuttle Economics On The Back Of An Envelope

Driverless shuttles to return to GR streets with COVID-19 changes |  WOODTV.com

I wrote last week that “driverless shuttles seem to be having a moment.” Today, I wrote about an announcement from May Mobility that seems to cut against that trend.

I confess, the economics of autonomous shuttles have never been obvious to me. On one hand, public transit generally amortizes its cost over many passengers. On the other hand, the benefit of autonomy is usually seen as the cost of removing the driver from the vehicle.

But if the cost of the driver is borne by many passengers, then per-passenger economic benefit to removing the driver would be small.

MLive actually provides some interesting data to crunch. First a disclaimer: with the exception of the MLive data I cite, I am making up all the other numbers here. I could be way off. Just a thought exercise.

Pre-COVID, ridership of the May Mobility autonomous shuttles in Grand Rapids, Michigan, was 7,000-11,000 per month. Let’s average that to 9,000 riders per month, 108,000 per year. The total cost of running the service for the year was about $900,000, paid by a combination of the city, private donors, and May Mobility itself. That’s about $8 per ride.

The new on-demand, point-to-point ridehailing program in Grand Rapids will have five May Mobility vehicles running at a time. I don’t see how many shuttles the old program had running at a time, but let’s say two. Let’s also imagine the program ran for 12 hours per day, 365 days per year, which is 4,380 total hours.

At a fully-loaded cost of $40 per hour (total guess, municipal wages tend to be low but benefits tend to be generous), that’s $175,000 to cover the cost of the drivers for the year. That’s about $2 per rider.

$2 per rider is something – in fact, it’s probably about the cost of a bus ride in many US cities. But it’s also a pretty small share of the $8 per rider cost of the autonomous shuttle program.

Probably the $8 per rider cost includes expenses for a vehicle safety operator, who presumably costs much more than $2 per passenger but also hopefully will eventually become unnecessary.

Still, even without the safety operator, the pilot program probably costs $4-$5 per ride.

But I suppose the end game is that over time the rests of the costs will tend toward zero, and you can only move the driver cost toward zero with autonomy.

May Mobility Launches Point-To-Point Ridesharing

May Mobility Lexus

May Mobility announced that it is advancing its transit program in Grand Rapids, Michigan, to an on-demand phase. Customers will be able to hail May Mobility SUVs at “more than 20” pick-up points in a 1.36 square mile area of downtown.

I have mostly associated May with low-speed shuttles services for public transit. Covid-19 has heavily reduced the demand for public transit. May initially did roll out a low-speed, shared shuttle in Grand Rapids, pre-COVID. MLive reports that ridership dropped over 70% after COVID hit.

The transition to on-demand SUVs adds convenience to riders, at the cost of complexity for May. A low-speed shuttle traversing a fixed route isn’t especially convenient, but it’s much easier to implement than an on-demand ridehailing system.

May’s move to ridehailing represents a kind of intermediate step between shuttles and robotaxis. Riders can’t hail an SUV just anywhere, they have to go to a pickup point. That also greatly simplifies the implementation of the system.

Bazel

My current independent learning project is working my way through Core Bazel: Fast Builds For Busy People, the top-ranked (of 2) Bazel books on Amazon.

Bazel is a build system that Google created under the name “Blaze.” Google open-sourced the tool as “Bazel”, an anagram of “Blaze.” The tool is an alternative to Make, CMake, or Maven.

Bazel’s particular point of emphasis is the “action graph” which maps source inputs to intermediate artifacts and through to outputs. This allows Bazel to reuse components that haven’t been updated since previous builds. Bazel’s graph structure is particularly effective at this type of caching.

Bazel also works well as a remote-execution tool, allowing engineers to build either locally or on remote execution servers.

Combining Bazel’s memoization reliability with its effectiveness at remote execution makes Bazel a good choice for large organizations and distributed teams.

Build tools are rarely covered in software engineering courses and curricula – we only lightly covered them in most of the Udacity courses I taught.

But build tools turn out to be surprisingly important in day-to-day engineering work. Choosing the right build tool can dramatically accelerate a team’s efficiency, and learning to use that tool can make an engineer much faster and happier.

Thursday Autonomous Vehicle Round Up

https://collectionapi.metmuseum.org/api/collection/v1/iiif/437760/795729/main-image
Landscape with Cattle by Jacob van Strij
  • LeddarTech and Cognata partner to offer integrated sensors and simulation. This makes so much sense it seems obvious, in retrospect. Buy a suite of sensors less because of the sensing technology itself, but rather because the vendor can also provide hyper-realistic perception simulation for those sensors.
  • BMW invests an undisclosed amount in Kodiak. This happened in June, so old news, but it pairs up with Bridgestone’s investment of an undisclosed amount in Kodiak earlier this year. Kodiak seems adept at quietly scooping up (presumably) small amounts of funding. CEO Don Burnette says BMW’s investment is “purely financial” and there is no technical collaboration.
  • Quanergy announced plans to SPAC at a $1 billion-plus valuation. Remember Quanergy? They were “the future” when I first got into self-driving cars in 2015, with solid-state phased array lidar. Then things fell apart. They’re back, and the new CEO says the immediate demand comes from IoT, not automotive. The SPAC news is from June (I’m catching up on old email, sorry) and nothing seems to have happened since then, so the certainty of this SPAC merger is unclear.
  • Robotic Research will launch a driverless shuttle at US Marine Corps Air Station Miramar. Miramar was the setting for the original Top Gun movie, although the real-life TOPGUN program has since relocated to scenic Fallon, Nevada. This news has circulated for a while. I mention it here because (a) I’m catching up on old email, and (b) driverless shuttles seem to be having a moment, perhaps because they’re a relatively easy, low-cost pilot program to get up and running.
  • Apropos of “driverless shuttles seem to be having a moment,” the nation’s (world’s?) largest driverless shuttle network will launch at Colorado School of Mines, outside Denver. Nine EasyMile shuttles will traverse the campus. Unclear if a safety operator will be onboard, or if these shuttles will be “fully driverless”, although I assume we’d have heard if they were to be fully driverless.
  • Yet again in driverless shuttles, over in China, Apollo is upgrading its Apolong minibuses to next generation hardware. The minibuses operate in 22 environments and have traveled 120,000 kilometers (80,000 miles).
  • Motional, which started life as Boston-based nuTonomy, and later expanded to Singapore and then Pittsburgh, is expanding its California presence. The Santa Monica office will grow and a Silicon Valley office will open. Most significantly, though, self-driving cars will start testing in LA. I don’t write much about Motional, which tends to be relatively below-the-radar, relative to similarly-sized AV firms. But it’s worth noting that the now-ubiquitous Point Pillars algorithm for object detection with lidar came out of Motional (then named nuTonomy). One of the more significant published research accomplishments by an AV firm.
  • One year of lidar stock performance. I had not realized the AEye SPAC merger appears to have not come to fruition.

Poppy & The City, Annotated

Cruise just released a video called Poppy & The City, which is a real ode to both autonomous vehicles and the city of San Francisco, Cruise’s home.

There are so many Easter eggs in this video. I wasn’t involved the production of the video, so I had so much fun watching and picking things out.

[0:02] Since I joined Cruise during the pandemic, I haven’t actually visited the various Cruise garages. This looks like maybe the Cruise facility at 1201 Bryant Street, San Francisco?

[0:05] Poppy The AV has its own social media!

[0:08] Cruise’s fleet is all-electric!

[0:15] Self-driver In training!

[0:30] The Willie Mays Statue in front of Oracle Park!

[0:36] Skateboards are tricky! They’re not quite pedestrians, and they’re not quite bicycles.

[0:45] Traffic signs are tricky, especially ones that indicate different rules at different times of day.

[0:48] Temporary construction zones are the trickiest!

[0:52] There really are surfers in San Francisco!

[0:55] Alcatraz!

[1:07] City Hall!

[1:09] Pride!

[1:12] Cable car tracks!

[1:13] Ocean Beach!

[1:31] The Financial District!

[1:35] The pandemic đŸ˜Ļ Or maybe just a regular weekend in the Financial District.

[1:37] Definitely the pandemic.

[1:39] The pandemic has exacerbated an already acute crisis of homelessness in San Francisco, as it has in many cities.

[1:41] Last fall, the California wildfires turned the sky orange.

[1:46] Cruise has delivered hundreds of thousands of meals and groceries to San Francisco residents during the pandemic.

[1:51] Mission Dolores Park!

[1:51] Is that a cameo of Cruise co-founder Kyle Vogt running through the Pandhandle?

[1:54] Crissy Field!

[1:58] Willie Mays In Real Life!

[2:17] Jack Johnson, “We’re Going To Be Friends”

[2:21] The Future!

[2:25] Sunset over Twin Peaks 🌇

Tuesday Autonomous Vehicle Round Up

Sunset Horses by John Kinebrew

Monday Autonomous Vehicle Round Up

Crossing The Cheyenne Victoria Wilson-Schultz. #Cowgirl #Horses #Western # Painting | Cowgirl art, Cowgirl and horse, Cowboy art
Crossing The Cheyenne by Victoria Wilson-Schultz
  • Survey on Scenario-Based Safety Assessment of Automated Vehicles by an academic team in Germany. “Based on the comparison of the different approaches,we propose the use of formal veriīŦcation techniques for the planning module, and the scenario-based approach at the overall system level to ensure the safety of automated vehicles.”
  • “It’s Not a Self-Driving Car Unless You Can Sleep In It” by Alex Roy. Reilly Brennan coined this “Roy’s Razor.”
  • Speaking of Reilly Brennan, let’s quote him: “Mobileye has set out to make two significant leaps which are otherwise unheard of the auto supply chain: as an amorphous Tier 2 supplier they leapt over the Tier 1 companies by wanting to work directly with the OEMS, and now have visions of leaping over the OEMs by offering a robotaxi service directly in time. If successful these would qualify as two miracles.”
  • Autonomy in India is a challenge, but startups are tackling it.
  • Self-driving bicycle, although the emphasis seems to be on simulation. Reminiscent of Anthony Levandowski’s GhostRider, from the DARPA Grand Challenge.
  • Autonomous saildrone. “We have solved the challenge of reliable long-range, large-payload remote maritime operations.”