The Investor's Shelf — one book
Autonomy: The Quest to Build the Driverless

Autonomy: The Quest to Build the Driverless Car

Lawrence D. Burns, Christopher Shulgan
2018
T3 179 pages · about 2h 59m to read OL19748997Wgoodreads

Autonomy from the incumbent and Waymo side.

Summary

Burns ran research and development at General Motors and later advised Google's self-driving programme, and wrote this with Christopher Shulgan as both a history of autonomous vehicle development and an argument about what it would mean.

The history covers the DARPA Grand Challenges of 2004, 2005 and the 2007 Urban Challenge, which brought together the researchers who subsequently built the commercial programmes, including Sebastian Thrun's Stanford team, Chris Urmson's Carnegie Mellon team and the participants who later founded or led most of the industry. Burns covers the founding of Google's programme, the technical approach based on detailed prior mapping combined with lidar and machine learning, and the internal debates about whether to pursue driver assistance or full autonomy.

His argument about the industry is that the incumbent automakers were structurally unable to pursue this. He describes his own attempts inside General Motors and the reasons they failed: the business model depends on selling vehicles to individuals, the engineering organisation was built around mechanical systems, and the investment required had no return within the planning horizon.

His economic argument is that autonomy combined with electrification and shared ownership would reduce the cost per mile of transport by an order of magnitude, which would change urban form, vehicle ownership and the automobile industry's structure entirely.

The book was published in 2018 and the timeline it implies has not been met. Full autonomy proved far harder than the participants expected, several well-funded programmes closed, and deployment has been limited to defined areas with extensive mapping. Burns is an advocate and a participant, and the book's confidence about the transition should be read against what has happened since.

Key takeaways 7

  1. The DARPA challenges assembled the researchers who subsequently built nearly every commercial autonomous vehicle programme.
  2. Google's approach combined detailed prior mapping with lidar and machine learning rather than attempting to drive from sensors alone.
  3. Incumbent automakers could not pursue full autonomy because their business model, engineering organisation and planning horizon all worked against it.
  4. Driver assistance and full autonomy are different technical problems, and pursuing one does not lead to the other.
  5. Autonomy combined with electrification and shared use would reduce cost per mile by an order of magnitude if it worked.
  6. A cost per mile reduction of that scale would change vehicle ownership and urban form rather than only the automobile industry.
  7. The timeline the book implies has not been met, and deployment has been limited to extensively mapped defined areas.

Who should read it

Investors and operators in transport and automation who want the technical history and the incumbent's account of why established firms could not pursue it.

Where it sits in the reference 2

Companies
Business themes

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