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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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SpaceX filings reportedly show no one can fire Elon Musk except Elon Musk

The only thing stopping Elon Musk from being chairman and CEO of SpaceX is Elon Musk, according to Reuters, which viewed an excerpt of the company’s IPO filing.

The document outlines a dual-class share structure giving Musk control via super-voting stock. The filing says he “can only be removed from our board or these positions by the vote of Class B holders” — shares he’ll control after the listing. It adds that if he keeps those shares, he could “continue to control the election and removal of a majority of our board.”

At a typical public company — even founder-led ones with dual-class structures — a CEO can be fired by the board of directors, which represents shareholders and can vote to remove them over issues such as corporate performance, strategy, or misconduct.

The unusual SpaceX setup means Musk is unlikely to face the kind of CEO succession pressure he’s dealt with at Tesla. Musk, of course, is not a typical CEO, and the value of his companies has long been closely tied to his presence.

To be sure, SpaceXs confidential IPO filing isnt in its final form yet — while the filing is still in the confidential phase, the company will be going back and forth with the SEC, which will review it and suggest or require changes.

At a typical public company — even founder-led ones with dual-class structures — a CEO can be fired by the board of directors, which represents shareholders and can vote to remove them over issues such as corporate performance, strategy, or misconduct.

The unusual SpaceX setup means Musk is unlikely to face the kind of CEO succession pressure he’s dealt with at Tesla. Musk, of course, is not a typical CEO, and the value of his companies has long been closely tied to his presence.

To be sure, SpaceXs confidential IPO filing isnt in its final form yet — while the filing is still in the confidential phase, the company will be going back and forth with the SEC, which will review it and suggest or require changes.

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Rani Molla

OpenAI’s models are officially coming to Amazon

Amazon is finally getting in on the hottest ticket in tech.

After Microsoft announced yesterday that it has agreed to give up its exclusive rights to sell OpenAI’s models, Amazon, as expected, will start offering them to customers — something Amazon Web Services CEO Matt Garman says users have been asking for “for a really long time.” Some models are available now in preview, and the most powerful GPT versions will show up “in the coming weeks.”

This is a big shift in the AI cloud wars. Microsoft’s early bet on OpenAI gave Azure an edge by locking up the most in-demand models. Now that exclusivity is gone, Amazon and other competitors can finally offer them too, closing a key gap and competing more directly for AI customers.

This is a big shift in the AI cloud wars. Microsoft’s early bet on OpenAI gave Azure an edge by locking up the most in-demand models. Now that exclusivity is gone, Amazon and other competitors can finally offer them too, closing a key gap and competing more directly for AI customers.

tech

Ship-tracking app surges as Iran war continues

As Middle East peace talks stretch on, with Tehran reportedly offering to reopen the Strait of Hormuz if the US lifts its blockade and the war ends, the owner of shipping intelligence platform MarineTraffic revealed that the app has gained millions of new users since the conflict began.

MarineTraffic’s user count jumped to 8.5 million this April, up from 3.5 million a year ago, the cofounder of its parent company, Kpler, said in an interview with the Financial Times. Paid subscribers, often workers within companies and governments looking for more data on supply chains and commodities trading, rose 11,000 in the same period.

Kpler, which also owns shipping intelligence platform FleetMon, draws its data from a range of sources, including the Automatic Identification System, satellites, and more than 500 people on-site, like port terminal operators.

Per Appfigures data, MarineTraffic is estimated to have raked in almost $1 million across March and April in app revenue (through April 27), more than double the ~$346,500 from the same months last year. Across the full year, Kpler expects to earn between $300 million and $400 million in annual recurring revenues.

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