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Left Unsaid in Waymo-Intel Deal

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realjjj
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Re: There is an asic
realjjj   9/20/2017 5:03:56 PM
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CNBC claims that Tesla is working on its own silicon with AMD , their semi-custom business would assume https://www.cnbc.com/2017/09/20/tesla-building-an-ai-chip-for-its-cars-with-amd-globalfoundries.html

This would make some sense , could be true and a car maker doing this has broad implications.

 

fragro
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It's not the hardware anymore
fragro   9/20/2017 6:51:02 AM
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Its' the system, not the graphics card, and not even just CUDA:-)

At the moment there is still a lot to LEARN wrt how an autonomous system (aka the car) needs to be designed. The fact of the matter is, that the complete system currently is an unfinshed conglomerate of

Sensors (LIDAR, Cameras, Ultrasonic, RADAR,...)

Pre-Processing (Filtering, signal overlay...)

Signal Computation (Modelling of the physical structure signals into an object, its relative speed etc.)

And, finally, "interpretation" from the holy grale of "ML/AI" and all the other inference engines. The latter need to be 

fomalized and modelled

trained

tested

The processes involved in creating the complete system, which finally interacts with the concrete implementation of the car and with all the legacy infrastructure (ESP, ABS, electronic steering, breaking systems, suspension system, engine control) is not only highly complex, but also involves the interaction of teams at the car manufacturer, the electronic hardware manufacturer and the system engineers from all departments mentioned above.

 

I guess Intel is correct in their assumption they can learn & contribute a lot.

Don Herres
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Look at the money
Don Herres   9/19/2017 4:36:28 PM
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Could Waymo & Intel be thinking of the days of desk top PC's when the Wintel monopoly made the money?  Microsoft and Intel made large profits and the PC manufacturers lived on thin margins (still do).

The automakers could be fighting for customers while the makers of the software and proprietary chips can hold margins if they have something unique that customers want.  For Waymo, it becomes a triple win with Google gathering even more data about how everyone drives (remember, those cameras can see your license plate), and also dominating the infotainment system where they can monetize the passengers.

realjjj
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Re: There is an asic
realjjj   9/19/2017 4:12:11 PM
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How someone like their PR might define "custom silicon" could be up for debate. Could be custom software or packaging.

Anyway, about this deal, what Intel is doing with Waymo matters little as long as we don't know what Waymo is doing, if they have a strategy that keeps them relevant.

junko.yoshida
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Re: There is an asic
junko.yoshida   9/19/2017 3:27:11 PM
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Thanks for the link. This is curious. I went back to Intel and asked if this does imply Intel designed an ASIC for Waymo. The company spokeswoman tells me she "really has nothing to add" to what the company already said yesterday in the CEO's official blog, and in her response to our questions (which are in this story).

jantangring
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There is an asic
jantangring   9/19/2017 2:10:26 PM
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REUTERS:

Intel Chief Executive Brian Krzanich told Reuters that Intel built "a custom piece of silicon" that fit Waymo's sensor fusion needs and tapped Intel's processing power.

"Over time we'll both learn we can bring more of the software ... down onto the silicon, because you get performance, cost and power," Krzanich said. "There will be a regular cadence of new innovation and new silicon that comes out. That's really what we both get out of this."

solster
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Re: left unsaid
solster   9/19/2017 1:31:08 PM
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Cough, cough, cough IBM

alex_m1
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left unsaid
alex_m1   9/19/2017 10:04:17 AM
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Junko,

 

Let's say Big company A, comes with a very exciting news. It's stock rises , let's say by 15%. 

And since r&d takes times and is risky, let's say that in a few years, very little comes out that technology. Will the stock market cut that 15% off ? of maybe it will cut just 10% ?  and what about the time the company was with an inflated stock ? that's gotta be worth something. 

In that light, it can be pretty lucrative for some companies with big news with nothing behind them , right ?  Maybe that's what left unsaid, behind this current story, and so many other stories(cough IBM ).

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