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Kyle Vogt: Cruise Automation | Lex Fridman Podcast #14
any system. You know, you look at the health care system or you look at the
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Kyle Vogt: Cruise Automation | Lex Fridman Podcast #14
legal system. I have people like Loris come up to me all the time like
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Kyle Vogt: Cruise Automation | Lex Fridman Podcast #14
everything they're working on can easily be automated.
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Kyle Vogt: Cruise Automation | Lex Fridman Podcast #14
But then that's not a good feeling. Yeah, well it's not a good feeling but also
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Kyle Vogt: Cruise Automation | Lex Fridman Podcast #14
there's no way to automate because the entire infrastructure is really,
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Kyle Vogt: Cruise Automation | Lex Fridman Podcast #14
you know, based is older and it moves very slowly. And so
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Kyle Vogt: Cruise Automation | Lex Fridman Podcast #14
how do you close the gap between I have an
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Kyle Vogt: Cruise Automation | Lex Fridman Podcast #14
how can I replace, of course, Loris don't want to be replaced with an app, but you
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Kyle Vogt: Cruise Automation | Lex Fridman Podcast #14
could replace a lot of aspect when most of the data is still on paper.
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Kyle Vogt: Cruise Automation | Lex Fridman Podcast #14
And so the same thing was with automotive.
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Kyle Vogt: Cruise Automation | Lex Fridman Podcast #14
I mean, it's fundamentally software. It's basically hiring software
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Kyle Vogt: Cruise Automation | Lex Fridman Podcast #14
engineers. It's thinking in a software world.
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Kyle Vogt: Cruise Automation | Lex Fridman Podcast #14
I mean, I'm pretty sure nobody in Silicon Valley has ever hit a deadline.
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Kyle Vogt: Cruise Automation | Lex Fridman Podcast #14
So and then on GM. That's probably true, yeah. And GM side is probably the
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Kyle Vogt: Cruise Automation | Lex Fridman Podcast #14
opposite. Yeah. So that's that culture gap is really fascinating.
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Kyle Vogt: Cruise Automation | Lex Fridman Podcast #14
So you're optimistic about the future of that?
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Kyle Vogt: Cruise Automation | Lex Fridman Podcast #14
Yeah, I mean, from what I've seen, it's impressive. And I think like
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Kyle Vogt: Cruise Automation | Lex Fridman Podcast #14
especially in Silicon Valley, it's easy to write off building cars because,
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Kyle Vogt: Cruise Automation | Lex Fridman Podcast #14
you know, people have been doing that for over 100 years now in this country. And
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Kyle Vogt: Cruise Automation | Lex Fridman Podcast #14
so it seems like that's a solved problem, but that doesn't mean it's an easy
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Kyle Vogt: Cruise Automation | Lex Fridman Podcast #14
problem. And I think it would be easy to sort of
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Kyle Vogt: Cruise Automation | Lex Fridman Podcast #14
overlook that and think that, you know, we're
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Kyle Vogt: Cruise Automation | Lex Fridman Podcast #14
Silicon Valley engineers. We can solve any problem, you know, building a car.
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Kyle Vogt: Cruise Automation | Lex Fridman Podcast #14
It's been done. Therefore, it's, you know, it's not a real
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Kyle Vogt: Cruise Automation | Lex Fridman Podcast #14
engineering challenge. But after having seen just the sheer
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Kyle Vogt: Cruise Automation | Lex Fridman Podcast #14
scale and magnitude and industrialization
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Kyle Vogt: Cruise Automation | Lex Fridman Podcast #14
that occurs inside of an automotive assembly plant, that is a lot of work
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Kyle Vogt: Cruise Automation | Lex Fridman Podcast #14
that I am very glad that we don't have to reinvent
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Kyle Vogt: Cruise Automation | Lex Fridman Podcast #14
to make self driving cars work. And so to have, you know, partners who have done
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Kyle Vogt: Cruise Automation | Lex Fridman Podcast #14
that for 100 years now, these great processes and this huge infrastructure
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Kyle Vogt: Cruise Automation | Lex Fridman Podcast #14
and supply base that we can tap into is just remarkable
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Kyle Vogt: Cruise Automation | Lex Fridman Podcast #14
because the scope and surface area of
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Kyle Vogt: Cruise Automation | Lex Fridman Podcast #14
the problem of deploying fleets of self driving cars is so large
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Kyle Vogt: Cruise Automation | Lex Fridman Podcast #14
that we're constantly looking for ways to do less
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Kyle Vogt: Cruise Automation | Lex Fridman Podcast #14
so we can focus on the things that really matter more. And if we had to
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Kyle Vogt: Cruise Automation | Lex Fridman Podcast #14
figure out how to build and assemble and
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Kyle Vogt: Cruise Automation | Lex Fridman Podcast #14
you know, build the cars themselves. I mean, we work closely with GM on
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Kyle Vogt: Cruise Automation | Lex Fridman Podcast #14
that. But if we had to develop all that capability in house as well,
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Kyle Vogt: Cruise Automation | Lex Fridman Podcast #14
you know, that would just make the problem really intractable, I think.
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Kyle Vogt: Cruise Automation | Lex Fridman Podcast #14
So yeah, just like your first entry at the MIT DARPA challenge when
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Kyle Vogt: Cruise Automation | Lex Fridman Podcast #14
there was what the motor that failed, somebody that knows what they're
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Kyle Vogt: Cruise Automation | Lex Fridman Podcast #14
doing with the motor did it. That would have been nice if we could
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Kyle Vogt: Cruise Automation | Lex Fridman Podcast #14
focus on the software, not the hardware platform.
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Kyle Vogt: Cruise Automation | Lex Fridman Podcast #14
Yeah. Right. So from your perspective now,
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Kyle Vogt: Cruise Automation | Lex Fridman Podcast #14
you know, there's so many ways that autonomous vehicles can impact
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Kyle Vogt: Cruise Automation | Lex Fridman Podcast #14
society in the next year, five years, ten years.
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Kyle Vogt: Cruise Automation | Lex Fridman Podcast #14
What do you think is the biggest opportunity to make
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Kyle Vogt: Cruise Automation | Lex Fridman Podcast #14
money in autonomous driving, sort of make it a
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Kyle Vogt: Cruise Automation | Lex Fridman Podcast #14
financially viable thing in the near term?
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Kyle Vogt: Cruise Automation | Lex Fridman Podcast #14
What do you think will be the biggest impact there?
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Kyle Vogt: Cruise Automation | Lex Fridman Podcast #14
Well, the things that drive the economics for fleets of self driving
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Kyle Vogt: Cruise Automation | Lex Fridman Podcast #14
cars are, there's sort of a handful of variables. One is,
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Kyle Vogt: Cruise Automation | Lex Fridman Podcast #14
you know, the cost to build the vehicle itself. So the material cost, how many,
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Kyle Vogt: Cruise Automation | Lex Fridman Podcast #14
you know, what's the cost of all your sensors plus the cost of the vehicle and
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Kyle Vogt: Cruise Automation | Lex Fridman Podcast #14
every all the other components on it. Another one is the lifetime of the
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Kyle Vogt: Cruise Automation | Lex Fridman Podcast #14
vehicle. It's very different if your vehicle
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Kyle Vogt: Cruise Automation | Lex Fridman Podcast #14
drives 100,000 miles and then it falls apart versus,
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Kyle Vogt: Cruise Automation | Lex Fridman Podcast #14
you know, two million. And then, you know, if you have a fleet, it's
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Kyle Vogt: Cruise Automation | Lex Fridman Podcast #14
kind of like an airplane or an airline where
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Kyle Vogt: Cruise Automation | Lex Fridman Podcast #14
once you produce the vehicle, you want it to be in
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Kyle Vogt: Cruise Automation | Lex Fridman Podcast #14
operation as many hours a day as possible producing revenue.
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Kyle Vogt: Cruise Automation | Lex Fridman Podcast #14
And then, you know, the other piece of that is
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Kyle Vogt: Cruise Automation | Lex Fridman Podcast #14
how are you generating revenue? I think that's kind of what you're asking. And I
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Kyle Vogt: Cruise Automation | Lex Fridman Podcast #14
think the obvious things today are, you know, the ride sharing business
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Kyle Vogt: Cruise Automation | Lex Fridman Podcast #14
because that's pretty clear that there's demand for that,
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there's existing markets you can tap into and
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Kyle Vogt: Cruise Automation | Lex Fridman Podcast #14
large urban areas, that kind of thing. Yeah, yeah. And I think that there are
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Kyle Vogt: Cruise Automation | Lex Fridman Podcast #14
some real benefits to having cars without
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Kyle Vogt: Cruise Automation | Lex Fridman Podcast #14
drivers compared to sort of the status quo for
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Kyle Vogt: Cruise Automation | Lex Fridman Podcast #14
people who use ride share services today.
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Kyle Vogt: Cruise Automation | Lex Fridman Podcast #14
You know, you get privacy, consistency, hopefully significantly improve safety,
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Kyle Vogt: Cruise Automation | Lex Fridman Podcast #14
all these benefits versus the current product.
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Kyle Vogt: Cruise Automation | Lex Fridman Podcast #14
But it's a crowded market. And then other opportunities, which you've
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Kyle Vogt: Cruise Automation | Lex Fridman Podcast #14
seen a lot of activity in the last, really in the last six or twelve months,
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Kyle Vogt: Cruise Automation | Lex Fridman Podcast #14
is, you know, delivery, whether that's parcels and packages,
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Kyle Vogt: Cruise Automation | Lex Fridman Podcast #14
food or groceries. Those are all sort of, I think, opportunities that are
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Kyle Vogt: Cruise Automation | Lex Fridman Podcast #14
pretty ripe for these, you know, once you have this
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Kyle Vogt: Cruise Automation | Lex Fridman Podcast #14
core technology, which is the fleet of autonomous vehicles, there's all sorts of
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Kyle Vogt: Cruise Automation | Lex Fridman Podcast #14
different business opportunities you can build on
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Kyle Vogt: Cruise Automation | Lex Fridman Podcast #14
top of that. But I think the important thing, of course, is that
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Kyle Vogt: Cruise Automation | Lex Fridman Podcast #14
there's zero monetization opportunity until you actually have that fleet of
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Kyle Vogt: Cruise Automation | Lex Fridman Podcast #14
very capable driverless cars that are that are as good or better than humans.
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Kyle Vogt: Cruise Automation | Lex Fridman Podcast #14
And that's sort of where the entire industry is
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Kyle Vogt: Cruise Automation | Lex Fridman Podcast #14
sort of in this holding pattern right now.
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Kyle Vogt: Cruise Automation | Lex Fridman Podcast #14
Yeah, they're trying to achieve that baseline. So, but you said sort of
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Kyle Vogt: Cruise Automation | Lex Fridman Podcast #14
not reliability, consistency. It's kind of interesting, I think I heard you say
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Kyle Vogt: Cruise Automation | Lex Fridman Podcast #14
somewhere, I'm not sure if that's what you meant, but
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Kyle Vogt: Cruise Automation | Lex Fridman Podcast #14
you know, I can imagine a situation where you would get an autonomous vehicle
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Kyle Vogt: Cruise Automation | Lex Fridman Podcast #14
and, you know, when you get into an Uber or Lyft,
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Kyle Vogt: Cruise Automation | Lex Fridman Podcast #14
you don't get to choose the driver in a sense that you don't get to choose the
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Kyle Vogt: Cruise Automation | Lex Fridman Podcast #14
personality of the driving. Do you think there's a, there's room
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Kyle Vogt: Cruise Automation | Lex Fridman Podcast #14
to define the personality of the car the way it drives you in terms of
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aggressiveness, for example, in terms of sort of pushing the
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bound? One of the biggest challenges of autonomous driving is the
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Kyle Vogt: Cruise Automation | Lex Fridman Podcast #14
is the trade off between sort of safety and
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assertiveness. And do you think there's any room
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for the human to take a role in that decision? Sort of accept some of the
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Kyle Vogt: Cruise Automation | Lex Fridman Podcast #14
liability, I guess. I wouldn't, no, I'd say within
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reasonable bounds, as in we're not gonna, I think it'd be
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highly unlikely we'd expose any knob that would let you, you know, significantly
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