Topic: Autonomous driving
Nissan-Renault Plans to Combine Electrification, Automation and Mobility Within 10 Years (Jun 23, 2017)
Ex-Apple Engineer Chris Lattner Leaves Tesla After 5 Months (Jun 20, 2017)
It might seem odd at first glance that I’m covering an auto industry leadership change, but it’s news that’s very much in keeping with the “Tech Disrupts Transportation” narrative here on the site, and the nature of both the troubles that prompted the move and the move itself are reflective of that trend too. Mark Fields, who has been CEO for the last three years, is being replaced by Jim Hackett, who has been running Ford Smart Mobility. Although this New York Times piece and others this morning are focusing on the fact that FSM and therefore Hackett has owned Ford’s autonomous driving initiatives, that’s only part of its remit, and that’s worth noting. It also owns in-car connectivity, mobility itself (which is the industry term for ride sharing and other new ownership and other business models for cars), and data and analytics, among other things. In other words, with the exception of electrification, it has owned essentially all of what’s next in the automotive industry. That Fields would have put all that in a separate division is perhaps the biggest sign that he underestimated how central these changes would be to the future of the company, and it also makes sense to put the guy who’s been running all that in charge of the company at this point. Hackett will need to bring these initiatives to the forefront of what Ford does, along with electrification, where it’s moved more slowly than other car companies, if he’s to help turn Ford around. But he’s taking over at a really tough time in both the company’s history and the US automotive industry.
The judge in the Uber-Waymo case has told Uber in no uncertain terms that it has to do all it can to get its employee, Anthony Levandowski, to comply with the court’s orders in terms of handing over documents and disclosing other information relevant to the case. As such, given his continued unwillingness to cooperate, Uber has officially threatened to fire him – something it certainly doesn’t want to do – and his lawyers are now fighting back. Levandowski has throughout this process invoked his fifth amendment right against self-incrimination, but that in turn has made it harder for Uber to defend itself, because much of the most relevant information has been held back by Levandowski. At this point, it feels like both Uber and Levandowski are coming off badly around this whole situation, given that it seems very clear that Uber was working with Levandowski before he left Waymo, and Levandowski clearly feels he has something to hide. I very much doubt Levandowski will actually be fired, but it’s remarkable that he continues to resist these clear orders from the judge even as his job is at stake. Meanwhile, both parties – Levandowski and his employer – seem remarkably willing to throw each other under the bus, which says something both about the stakes here and the prevailing culture at the company.
Waymo-Uber Injunction Made Public (May 15, 2017)
★ Waymo and Lyft Partner Over Self-Driving Cars (May 15, 2017)
The New York Times reported last night that Alphabet autonomous driving unit Waymo and ride sharing company Lyft are partnering around self-driving cars. There aren’t many details, but it’s worth noting that Lyft already has GM as an investor and partner, and GM has its own autonomous driving technology through its Cruise Automation subsidiary. But the brief Lyft statement on the partnership described Waymo’s technology as the best out there, which certainly matches my own perception but likely wasn’t well received at Cruise. But the partnership is a concession by Lyft that it needs its partnerships in autonomy to move much faster to compete in autonomous driving with Uber, which of course is developing its own technology, and a concession by Waymo that it likely won’t be building a ride sharing network at scale on its own. Even though the situation is complicated somewhat by Alphabet’s investment in Uber through GV, Waymo and Lyft certainly have a common enemy in Uber at the moment, and joining forces makes a ton of sense. Waymo has the autonomous technology but not ride sharing expertise or scale, while Lyft has the ride sharing scale but no expertise in autonomy. As I’ve said before, though a number of tech companies are trying to play in one of the three major shifts in transportation – autonomy, electrification, and mobility as a service – few are serious players in more than one of those domains. Partnerships are therefore going to be key for most of them, although acquisitions (including a possible eventual Waymo-Lyft acquisition) would be another eventual outcome.
Uber’s Bid to Move Waymo Case to Arbitration Fails (May 11, 2017)
We’ve already seen some juicy stuff come out of the Uber-Waymo case, and we’ve only been in the preliminary stages of the lawsuit. Uber had therefore understandably moved to have the case decided in arbitration rather than open court, away from public eyes, but it has today failed in that attempt as a judge decided the case will be heard in court as Waymo wanted. That, in turn, means we’ll likely have lots more details about Uber and Anthony Levandowski’s actions aired in court, something Uber likely desperately wanted to avoid given all the bad press it’s already had since the beginning of the year over its support for the Trump administration, its toxic culture, its CEO’s treatment of drivers, and so on and so forth. And of course, there’s still the possibility the case ultimately goes against Uber, though based on the preliminary hearings it sounded like Waymo hadn’t yet found its smoking gun in proving that Uber and Levandowski stole and used confidential information. However, the judge has referred the case to the US Attorney for consideration as a criminal case as well, so things just keep getting worse for Uber here. see also this Axios piece, which not only does a better job of explaining the situation with regard to arbitration but includes a rebuke of Uber by the judge. And lastly notes that Waymo has been granted a partial injunction against Uber, though the details remain secret.