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Hey, Waymo, have you tried the Fresh Pond rotary yet?
(Craig F. Walker/Getty Images)

To speed or not to speed? Tesla and Google’s Waymo disagree

Experts say going faster makes accidents more likely and potentially more harmful: “ Do we really want computers to make the decision to put other lives at risk because they want to break traffic rules?”

Google’s Waymo and Tesla are racing to win the driverless taxi market, but only Tesla appears to be going above the speed limit to get there.

A number of Tesla robotaxi videos show the vehicles going five or more miles per hour above the speed limit. Meanwhile, Waymo’s policy is to follow the posted speed limit, though the company says it will go below for construction areas or slightly above to change a lane, for example.

It’s an interesting difference as both companies try to win over the public’s trust in their new — and potentially dangerous — technologies. Tesla influencers who are part of the company’s limited launch have maintained that robotaxis go above the speed limit to match the speed of traffic, a practice they see as safer since it doesn’t disturb the flow of traffic. Tesla’s autonomous technology is trained on real-life drivers, and presumably it’s not screening out speeders in the training data.

The practice of speeding in self-driving Teslas lines up with what the company allows consumers to do in its supervised full self-driving cars. Tesla’s Model Y owner’s manual details a setting called “Max Speed Offset,” which reads:

Max Speed Offset: Set the percentage offset over the currently detected speed limit that Full Self-Driving (Supervised) can drive if it is necessary to drive faster than the speed limit to match the flow of traffic.”

Tesla didn’t respond to requests for comment about the incidents or its speeding policy.

Waymo recently collected data from its coverage areas in Phoenix and San Francisco and found that 33% to 49% of human drivers there were speeding, depending on the road type and location. The company contends that its speed-limit-following vehicles are safer than human drivers, and that speed compliance in those two cities alone could reduce traffic fatalities by 82 deaths annually. (Waymo hasn’t yet released data for its newer Austin market, where Tesla is also operating.)

“I would not be confident that they would see me and that they would detect me.”

Tesla CEO Elon Musk has repeatedly said that Tesla’s full self-driving will be significantly safer than human drivers.

“The standard has to be very high because the moment there’s any kind of accident with an autonomous car, that immediately gets worldwide headlines, even though about 40,000 people die every year in car accidents in the US, and most of them don’t even get mentioned anywhere,” Musk said on an earnings call this year. “But if somebody scrapes a shin with an autonomous car, it’s headline news.”

But when it comes to speeding, there are some hard truths.

Ken Kolosh, statistics manager at the National Safety Council, says that speeding makes accidents more likely and more dangerous when they do happen. The reasons are pure physics: when you’re traveling at a faster speed, it takes longer to stop, so it’s harder to avoid objects — or people — in your path. And higher speeds mean more damage and death.

“Nearly 3 in 10 traffic deaths in 2023 involved speeding — that’s 11,775 people killed, or more than 32 deaths every day,” he told Sherwood News.

The findings are the same over at the National Highway Traffic Safety Administration.

Phil Koopman, an associate professor of electrical and computer engineering at Carnegie Mellon University who specializes in autonomous vehicle safety, says the situation is a little complicated since the speed limit doesn’t always represent the appropriate speed, which varies by road type, condition, and weather, among other variables, but that generally the faster a vehicle drives, the more dangerous it is — even just five miles per hour faster.

Importantly, Koopman also says the comparison between robots and humans speeding doesn’t track because autonomous cars don’t have the same disincentives that people do, like traffic tickets or jail, if they violate the law or hurt someone.

“ Do we really want computers to make the decision to put other lives at risk because they want to break traffic rules?” he said.

When asked if he would personally ride in a Waymo or a Tesla robotaxi, Koopman said he would ride in the former but not the latter. He also said asking which is safer for the rider is the wrong question.

Instead, he pointed to other vehicles, cyclists, and pedestrians as where the concern should lie when considering autonomous vehicles. He said he personally would not walk in front of either.

“I would not be confident that they would see me and that they would detect me,” he said.

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Jon Keegan

EPA: xAI’s Colossus data center illegally used gas turbines without permits

The Environmental Protection Agency has ruled that xAI violated the law when it used dozens of portable gas generators for its Colossus 1 data center without air quality permits.

When xAI set out to build Colossus 1 in Memphis, Tennessee, CEO Elon Musk wanted to move with unprecedented speed, avoiding all of the red tape that could slow such a big project down.

To power the 1-gigawatt data center, Musk took advantage of a local loophole that allowed portable gas generators to be used without any permits, as long as they did not spend more than 364 days in the same spot. That allowed xAI to bring in dozens of truck-sized gas generators to quickly supply the massive amount of power the data center needed to train xAI’s Grok model.

The new EPA rule says the use of such portable generators falls under federal regulation, and the company did need air quality permits to operate the turbines. xAI is also using dozens of such generators to power its Colossus 2 data center just over the border in Alabama.

To power the 1-gigawatt data center, Musk took advantage of a local loophole that allowed portable gas generators to be used without any permits, as long as they did not spend more than 364 days in the same spot. That allowed xAI to bring in dozens of truck-sized gas generators to quickly supply the massive amount of power the data center needed to train xAI’s Grok model.

The new EPA rule says the use of such portable generators falls under federal regulation, and the company did need air quality permits to operate the turbines. xAI is also using dozens of such generators to power its Colossus 2 data center just over the border in Alabama.

tech
Rani Molla

Trump to push Big Tech to fund new power plants as AI drives up electricity costs

President Donald Trump is expected to announce a plan Friday morning that would require Big Tech companies to bid on 15-year contracts for new electricity generation capacity. The move would effectively force companies to help fund new power plants in the PJM region as soaring demand from AI data centers pushes up electricity costs across the US power grid.

Earlier this week, Trump called on tech giants to “pay their own way,” arguing that households and small businesses should not bear the cost of power infrastructure needed to support energy-hungry data centers.

Microsoft quickly responded, saying it would “pay utility rates that are high enough to cover our electricity costs,” along with committing to other changes aimed at easing pressure on the grid. Other major tech companies are expected to follow suit, though Wedbush Securities analyst Dan Ives warned the added costs could slow the pace of data center build-outs.

As we’ve noted, forcing tech companies to shoulder higher electricity costs is likely to hit some firms harder than others. Companies like Microsoft, Google, and Amazon can pass at least some of those costs on to customers by selling data center capacity downstream. Meta, in contrast, does not have a cloud business, meaning its AI ambitions lack a direct revenue stream to offset rising power costs.

So far tech stocks don’t appear to be affected much in premarket trading. However utility companies most levered to the AI boom certainly are, with Vistra, Constellation Energy, and Talen Energy deep in the red ahead of the open as analysts at Jefferies warn that these firms face risks from this plan.

Earlier this week, Trump called on tech giants to “pay their own way,” arguing that households and small businesses should not bear the cost of power infrastructure needed to support energy-hungry data centers.

Microsoft quickly responded, saying it would “pay utility rates that are high enough to cover our electricity costs,” along with committing to other changes aimed at easing pressure on the grid. Other major tech companies are expected to follow suit, though Wedbush Securities analyst Dan Ives warned the added costs could slow the pace of data center build-outs.

As we’ve noted, forcing tech companies to shoulder higher electricity costs is likely to hit some firms harder than others. Companies like Microsoft, Google, and Amazon can pass at least some of those costs on to customers by selling data center capacity downstream. Meta, in contrast, does not have a cloud business, meaning its AI ambitions lack a direct revenue stream to offset rising power costs.

So far tech stocks don’t appear to be affected much in premarket trading. However utility companies most levered to the AI boom certainly are, with Vistra, Constellation Energy, and Talen Energy deep in the red ahead of the open as analysts at Jefferies warn that these firms face risks from this plan.

tech
Jon Keegan

OpenAI working to build a US supply chain for its hardware plans, including robots

When OpenAI purchased Jony Ive’s I/O, it entered the hardware business. The company is currently ramping up to produce a mysterious AI-powered gadget.

But OpenAI plans on making more than just consumer gadgets — it also plans on making data center hardware, and even robots.

Bloomberg reports that OpenAI has been on the hunt for US-based suppliers for silicon and motors for robotics, as well as cooling systems for data centers.

AI companies are looking toward robots as a logical next step for finding applications for their models.

OpenAI told Bloomberg that US companies building the AI brains of robots might have an edge against the Chinese hardware manufacturers that are currently making some impressive humanoid robots.

Bloomberg reports that OpenAI has been on the hunt for US-based suppliers for silicon and motors for robotics, as well as cooling systems for data centers.

AI companies are looking toward robots as a logical next step for finding applications for their models.

OpenAI told Bloomberg that US companies building the AI brains of robots might have an edge against the Chinese hardware manufacturers that are currently making some impressive humanoid robots.

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