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Comma.ai: Refactoring for Growth

133 pointsby ppsreejith9 months ago

11 comments

danpalmer9 months ago
&quot;Refactoring for Growth&quot; sounds like layoffs to me, as does the section of this post going into team structure, and yet there&#x27;s no layoff announcement. Why not just &quot;Growth for Growth&quot;?<p>Also, from the FAQ:<p>&gt; What happens when cars ship with openpilot-quality ADAS? &gt; Have the auto manufacturers even shipped you a CarPlay-level infotainment system? How about OTA updates?<p>This level of snark is fun, but I don&#x27;t want the hardware&#x2F;software driving my car to be &quot;fun&quot; I want it to be serious. So much of Comma.ai feels unserious like this, it&#x27;s interesting on a technical level, but the vibe is just way off. They charge $1000 to talk to their VP of business development... like they don&#x27;t want to, err, develop the business? Wouldn&#x27;t partnering with car manufacturers be a great idea here? Isn&#x27;t it weird to be so against that sort of partnership? And they&#x27;re seeking donations for getting their software to work on Toyota cars.<p>Everything sounds like it&#x27;s just a bunch of hackers, which, again, is cool, but not something I&#x27;d drive and I consider myself somewhat in that category. Why would anyone without a GitHub account and a soldering iron in a drawer somewhere use this?<p>This annoys me because I think the product is a great idea, particularly for low&#x2F;mid-range cars that might not have the functionality built-in. It just seems to be hampered by weird marketing.
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physhster9 months ago
Also not directly related, I&#x27;ve been using comma for 4 years and it&#x27;s been really fantastic. I feel safe and confident with it, and used it on many long trips. Stop-and-go traffic is no longer bothersome, and long boring drives benefit from the safety of the system.<p>If you&#x27;re somewhat car+tech inclined, and have the right car, you should give this a shot.
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kachapopopow9 months ago
Not directly related to the article, but it seems to be they are the way they are is because they are dancing around regulations.
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plorkyeran9 months ago
Announcing that you&#x27;re hiring with a title that would normally be a layoff announcement sure is a choice I guess? Either this was a weird attempt at being clever or they&#x27;re <i>really</i> bad at communicating.
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jaimex29 months ago
Most cars have Autosteer now provided by MobilEye, I&#x27;m wondering where comma ai think they fit going forward?<p>Like, for example they support: Ford Escape 2020, 2021, 2022<p>&#x27;openpilot upgrades your Ford Escape with automated lane centering at all speeds, and adaptive cruise control that automatically resumes from a stop.&#x27;<p>But even the base model of these cars already does this including coming to a complete stop. They do it very well and rarely disengage.
Closi9 months ago
&gt; Scale up production until we have a lights-out factory<p>Classic mistake for software companies who go into manufacturing!<p>Lights-out shouldn&#x27;t be the goal, the goal should be lowest cost, most flexible, scalable e.t.c...
jeffbee9 months ago
Looking at the dashboards they openly shared with us, I&#x27;m not seeing the reason to 10x unit production. Are they just manifesting demand?
iamleppert9 months ago
This is never going to be pass a compliance review, and as others here have stated there&#x27;s no way to bag any big cash returns with this approach. This product is only ever going to appeal to a wiry haired hacker type with a soldering iron in one hand, and a C++ textbook in the other.<p>By snubbing their nose at the business community and automotive executives, they have for sure secured a spot for themselves in the annals of obscurity.
Havoc9 months ago
Haven’t seen a geohotz stream in a while. Is he ok?
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swyx9 months ago
thru the footer i discovered <a href="https:&#x2F;&#x2F;blog.comma.ai&#x2F;autonomy&#x2F;" rel="nofollow">https:&#x2F;&#x2F;blog.comma.ai&#x2F;autonomy&#x2F;</a> which i have to call out for clear simple communication which i loved
sashank_15099 months ago
I will try to be objective here and give them a bit of a reality check, they tried to reinvent the “VC”, tried to reinvent the vibe of SV company but at some point they seem to have lost the ball.<p>They pioneered the idea of end to end learning for self driving, they were talking about it seriously earlier than most and yet Tesla got a hang of it and within a year Tesla has released a fantastic e2e model miles ahead of whatever comma released. Tesla’s model is that good, I can see it becoming a robo taxi.<p>I can’t help but think that if they weren’t fixated on bootstrapping, shippable intermediaries etc etc, they could have been what Tesla is now. What if they actually tried to scale? It would have been off the vibe they are going for, but if they went the standard route and raised say 500M+ which is reasonable in this space, bought a ton of GPU’s, hired a bunch of ML superstars, hired a bunch of drivers to collect data, they could have already been leading against FSD. Of course whether they actually could have raised enough capital to do all this, is a hypothetical but it would have given them a fighting chance.<p>Then they tried to reinvent hiring, create good PR’s, solve challenges, they said which sounds like a good idea only if you’ve never tried to scale a company. When you’re a small startup, this may be a good way to sift through candidates but if you want to play in the big leagues this is a naive no go.<p>First off, most superstar candidates probably have not heard of you or even if they did wouldn’t be bothered to do your challenges, PR’s (god forbid microinternship etc). You need recruiters and head hunter to go after them, go to their universities, actively seek them out. Then you also need a reason for them to join when Anthropic is offering 600k to new hires, no one will choose comma ai in comparison. (Which is why you really need to scale, scale, scale to be able to afford them). Even if you offered them higher salaries, it’s still hard to hire them, you need a nexus of existing talent, a few well known names initially which will convince them to join. This will inevitably lead to some bad hires, some over hiring since you won’t be literally vetting them to a micro internship etc, but you can let them go quickly once you identify them. This will also lead to some redundancy. Having just 21 engineers is not a good thing, when the competition is literally running away with your product. There is a tendency to become too big like say cruise with 800+, but aim to at least have a 100+ , your organization speed will ramp up, and the product can defend against competition much more quickly.<p>TLDR; Comma for some reason acted allergic to scaling, when a traditional scaling route could have done them wonders. Now it might be too late. I also find it ironic that the best car on the streets right now is a Waymo, I took it through China Town SF no issues and this was the company Comma spent so much time shitting on. Apparently you could just scale up traditional robotics and solve robotaxis (whether it will ever become a profitable business, jury is still out)
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