Above: Sci Fi movie Minority Report envisions a future of fast-moving networked cars
We’re one week out from the Detroit Auto show, 2016, which I’ll be attending. In this new market, many established auto manufactures have shown prototypes, made pronouncements, while young upstarts release their vehicles at CES, all while partnerships between established tech startups and traditional players are announced with great fanfare.
This new Autonomous World has evolved from the Collaborative Economy movement: Uber, Lyft, Didi, Ola, BlaBla have all taught us that we don’t need to own a car to achieve mobility. We can summon a car, on-demand, using an app, whisking us away to our location, without the frets of parking, the stress of driving, and associated management woes of vehicle support. The tenant of “access over ownership” is also driving the Autonomous Vehicle movement, the pains of managing a car can dissipate.
Before we move forward we must acknowledge when companies announce self-driving features, there’s a wide range of features, from driver assist (like helping to park) to autopilot features (auto slowing when a traffic jam is spotted ahead) to full autonomous like Google’s car –which lacks any steering wheel or pedals, learn about the four different phases of self driving maturity in this industry-referenced graph.
The purpose of this post is to aggregate the numerous self-driving car deployments in the industry show the acceleration as the next phase of technology disruption. At Crowd Companies, we’re hosting an event for our members, and launching a premium report that will answer questions on what the business models are of the future, when robots are more efficient than humans. To track this movement, I’ll aggregate (with your help) the players quickly moving into this Autonomous Vehicle market, listed in date order:
Autonomous Vehicle Arms Race Timeline:
While many car companies have secret prototypes testing away from prying eyes, the criteria of this will seek publicly referenced articles from credible source that include testing announcements, spotted prototypes or full blown unveilings.
A quick analysis indicates: the deployments are coming from three groups: 1) Established mainstay auto manufactures, 2) Upstart players, like Tesla, Faraday, 3) Tech startups like Baidu, Google, Uber, and supposedly Apple. There’s a variety of deployments from simple self valet parking, driver assist features, to full freeway driving management.
If you’ve updates, you can leave a comment below, or tweet at me at @jowyang, so we can collaboratively keep this list going, to show the acceleration of this arms race.
If you want to learn how these technology disrupt business models from hospitality, logistics, health and wellness, short haul airlines, insurance and more, this post outlines the major changes coming. The biggest question, which we plan to ask and answer is: “What role to humans play, when robots do it better?”
Welcome my friends, to the Autonomous World.
Google and Uber are building self-driving cars, it’s rumored that Apple is going to be building self-driving cars, Tesla has launched driver-assistance features, and many traditional auto manufacturing companies are advancing their features to include driver assistance and, eventually, automation.
Ride sharing and car sharing pave the way for the self-driving car industry.
Ride sharing startups, like Uber, Lyft, Sidecar, BlaBlaCar, and car ownership-sharing, like Getaround, DriveNow, Car2Go, RelayRides, and Zipcar are paving the way for this market. Society is learning we don’t need to own a car to complete our journey, increasing the demand for this new product. Yesterday, at a Silicon Valley Forum event in Palo Alto, experts predicted that self-driving cars will be rolling out within 5-10 years, which is just about the time car payments will end on any recently purchased cars. Also, keynote speaker, Stanford’s Stefan Heck shared this stat: “The leading cause of death for 25-40 year olds is human driven cars”, demonstrating the market need for safer and effecient transport. The potential impact to society is staggering. I’ve outlined the findings below.
The four phases of self-driving car development suggest we’re 5-10 years out.
The Personalized Car event, hosted by SVForum was held on illustrious tech-centric Sand Hill Road in Palo Alto, with speakers from Stanford, BMW, consulting firms, investors, inventors, entrepreneurs, and forecasters. Four states currently allow the testing of self-driving cars, including California, Florida, Michigan, Nevada, as well as the District of Columbia. The speakers discussed the four phases of self-driving car automation (see maturation chart, courtesy of Morgan Stanley, below) at the most basic-level, driver-assist features, like Tesla’s autopilot. The second phase, which we’re in now, is where cars can self-drive along with human fail-safes, like the Google self-driving car I see whizzing around Silicon Valley. In the next phase, we can expect to see cars transporting people, without assistance. In Phase 4 the need for human drivers will be eliminated altogether.
Above: The event verbally cited these four phases of car automation.
Speakers at the opening panel discussion were asked to forecast when they might expect to see self-driving cars for mainstream deployment. They forecasted 5-10 years, in agreement with the preceding Morgan Stanley graphic. Many of the speakers discussed the impacts self-driving cars might have on society at large. Here’s a list:
Partial list of who’s disrupted by self-driving cars:
- Taxis compete with Uber, Google, Apple self-driving cars. Ride sharing was just the first blow.
- Ride sharing drivers at Uber, Lyft, Sidecar, BlaBlaCar will be disrupted as autonomous cars do a safer job at lower cost.
- Local couriers, like TaskRabbit, Instacart and bike messengers will be impacted.
- Mid range and long range transportation and delivery services would be impacted as local delivery becomes automated.
- Retailers may see a change in foot traffic as people order goods to be delivered to their homes by driverless cars.
- Auto and life insurance should be impacted, due to fewer accidents and the introduction of per-mile-based insurance.
- Paramedics may be impacted if victims choose self-driving cars to whisk them to ER for less than severe injuries.
- Car ownership could dwindle. Self-driving cars means fewer cars will be needed, as they’re efficiently routed as needed.
- Airbnb may benefits as urban areas convert garage spaces into living areas for short term stays.
- The parking industry could suffer, as lots are converted to other uses.
- Parking fines and local taxes could dwindle with fewer cars on road and robotic efficiency.
- Radio and podcasts could become less popular, as people play video games and watch videos in the self-driving rides.
- Short distance airlines could suffer, as people choose to take a relaxing trip in a mobile living room.
- Communities or attractions not connected by rail could prosper as people easily travel there for business or pleasure.
- Auto repair could be impacted as self-driving cars automatically head for maintenance without the driver or owner present.
- Hotels and motels could be affected as families are able to sleep in the comfort of a self-driven vehicle on the way to their destination.
- Leave a comment, below, on who else might be disrupted.
I’m on the advisory board of Sparks & Honey, an agency based in NY that looks at future trends and their impacts on society. They recently published this SlideShare, below that shows the impacts of self-driving cars on logistics, retail, culture, and even our love lives. Their list of disruptions goes far beyond what was mentioned at the event yesterday. Also, I captured notes from the event in real time on my Facebook feed, which you can read, along with community reactions.
Impacts to Business and the Crowd.
My current focus is on the Collaborative Economy, how the crowd obtains resources directly from each other, using commonly available technology. The key finding is that the startups in this space will also need to adjust their business model to adopt automation and prepare for people to be slowly eliminated from the driving process. Given that Uber is indicating that they’ll be creating self-driving cars and that Google will be adding ride-hailing apps to summon their self-driving cars, we can see how this is already coming to fruition. Get ready for more disruption, led by technology. To prepare us for this next phase, I’ll continue to cover this topic from time to time, based on what I see and learn.
Update: The day after I posted this, Volvo announces they’re releasing a self-driving car, by 2017, in just two years. Hat tip Lisa Woods.
There’s more discussion about this article on Linkedin, and on Facebook.