[Retric]

Human in the loop can be vastly cheaper than you might think.

If this lets them have the only level 5 system on the market they could double that and millions would happily pay. Suppose your a trucking company would you rather pay 50k / year or 5k/year? That’s a stupidly easy choice.

Americans drive roughly 500 hours per year. If they can replace 98% with automation and the other 2% with someone making 20$/hour that only costs them ~200$/year, which then drops as the system improves.

[cheeselip420]

Human in the loop is fine.

Negative unit economics and massive expansion are not.

[Retric]

Who says they can’t recover the full cost? Cars don’t last forever, bake the cost in upfront or charge a monthly fee.

[cheeselip420]

I'm not saying they can't - I'm saying they are running out of time to do so, and with the DMV shutting them down they've been hamstrung further.

They are burning 100s of millions every quarter. They needed to show either growth/expansion or some sort of positive cash flow. They now have neither.

[Retric]

Ahh ok that fair.

I don’t think Cruse is doing very well. I’m more thinking that the first nationwide level 5 system may have a human in the loop.