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Roadrunner and Wile E Coyote
The never-ending chase (BSR Agency/Getty Images)
MEEP-MEEP

YouTuber runs a Tesla through a fake wall to poke a hole in its camera-only, no-lidar strategy

The Tesla ran straight into a wall painted to look like its surroundings. A non-Tesla with lidar stopped easily.

Jon Keegan

In the classic “Looney Tunes” cartoons, the Road Runner is constantly evading capture by the tireless Wile E. Coyote, who sets elaborate (and fruitless) traps to snare the clever bird. One of the most famous tricks Wile E. conjured was to paint a fake tunnel on a rock wall, hoping the Road Runner’s eyes would be fooled and he would smash into the wall.

It turns out this trick appears to work on Teslas.

Former NASA engineer turned YouTuber Mark Rober published a new video over the weekend that tests a camera-only Tesla against a lidar-equipped vehicle to see how the Tesla’s “autopilot” braking system responds to the optical illusion of a wall thats camouflaged to look like a seamless view of the road ahead.

About 10 years ago, as CEO Elon Musk was seeking to cut down on the costs of Teslas, he make a radical decision to use only visible-light cameras for monitoring objects in the road ahead, as opposed to the more costly, but more accurate, lidar systems. Lidar (light detection and ranging) — which is used on Alphabet’s Waymo self-driving cars — shoots out infrared lasers that can detect objects in the dark, through fog, and in other conditions that would obstruct visible light.

At the time, Musk defended his decision to go all in with visible light cameras by pointing to the power of AI to detect pretty much any object on the road, thanks to its firehose of training data, which it collects from millions of connected Tesla vehicles on the road.

But recent reports have called attention to what appear to be failings of the camera-only system in a series of accidents that have led to multiple injuries and even a death.

Rober’s video presents an easy-to-understand, powerful illustration of Tesla’s potential limitations when it encounters such obstructions in the road. Rober’s tests also showed that the camera-only system had a hard time seeing a dummy of a child in heavy fog and a deluge of water (which, to be fair, you would probably never experience unless you were driving under a waterfall, similar to the idea that you probably won’t encounter a wall thats painted to look like its surroundings).

Rober’s Tesla did stop safely in a few of his tests. It stopped when a stationary child dummy was in the center of the road in plain daylight, when the dummy popped out from behind a vehicle, and when the dummy was backlit with extremely bright floodlights.

Tesla has been on a downswing of late, as the stock has lost half its value in the past three months, sales are dropping alarmingly in Europe, and Musk’s DOGE side quest appears to be consuming all of his time and attention.

Tesla shares were down more than 5% today.

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Palantir announces slew of defense- and security-themed partnerships

Defense, intelligence, and AI software company Palantir Technologies announced a series of security-themed partnerships Thursday, ahead of its annual conference promoting its artificial intelligence software platform (AIP).

Shares were recently up 1.7%, stretching the stock’s gains over the past month to 19%.

The deals include partnerships with uranium enrichment company Centrus Energy, jet engine maker GE Aerospace, unmanned aerial vehicle maker Ondas, and privately held World View, which sells intelligence and surveillance balloons that operate in the upper atmosphere.

Separately, it also announced a new “sovereign AI OS reference architecture,” a collaboration Palantir says “delivers customers a turnkey AI data center from hardware procurement to application deployment.”

Reference architectures are effectively blueprints that tell organizations how to set up and use AI hardware and software systems.

Known as the Palantir OS Reference Architecture, it’s based on similar AI blueprints Nvidia already sells, and it will enable customers to use Palantir’s entire product set, including the AIP and Foundry, its data organization and management product.

The deals include partnerships with uranium enrichment company Centrus Energy, jet engine maker GE Aerospace, unmanned aerial vehicle maker Ondas, and privately held World View, which sells intelligence and surveillance balloons that operate in the upper atmosphere.

Separately, it also announced a new “sovereign AI OS reference architecture,” a collaboration Palantir says “delivers customers a turnkey AI data center from hardware procurement to application deployment.”

Reference architectures are effectively blueprints that tell organizations how to set up and use AI hardware and software systems.

Known as the Palantir OS Reference Architecture, it’s based on similar AI blueprints Nvidia already sells, and it will enable customers to use Palantir’s entire product set, including the AIP and Foundry, its data organization and management product.

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Tesla’s China sales jump as EV market slumps

Tesla’s China sales grew 43% to 38,206 vehicles in February, compared a low baseline a year earlier.

Still, thanks to strong sales of its Model Y, Tesla defied countrywide trends — overall China EV sales fell 35% last month.

As a result, Tesla’s market share in China, its second-biggest market, grew to nearly 14% — its highest level in nearly two years.

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