00:00
Well, I have to ask this, if everybody who deploys any delivery robot sidewalk or bike lane,
00:07
how many issues have you had with vandalism? And what was the craziest one? Because when I see
00:12
them now, I'm like, oh, that's cool. But if I were 12 years old, and I saw that,
00:17
like I'd be after it with a flamethrower and like, you wouldn't be hugging it and like putting a
00:22
cool sticker on it or something. That was a bad kid. Hello and welcome to the Atana cast.
00:35
I'm Kirsten Korosek, transportation editor at TechCrunch. And I'm Ed Niedermeyer. I'm the program
00:40
director for the ride AI summit happening April 15th at SFJAS Center. I'm also the author of
00:46
Ludacris, the Unvarnished Strike Tesla Motors, and Elon Take the Wheel, my new upcoming book
00:52
from Ben Bella Books that will be available on December 1st. Available for pre-order now.
00:58
I'm also now formally taking over Alex's job as the person with the most titles
01:04
and stuff to talk about in the intro. And I'm Alex Roy, the co-founder and general partner at
01:10
New Industry Venture Capital, founder of the Human Driving Association, and fan of excellent
01:17
interior decor, which is why I'm thrilled to introduce today's guest, who is the exception
01:22
to the rule that there's an inverse correlation between success in Silicon Valley and taste.
01:28
This man has exceptional tastes. I can see from his background, which I thought was fake,
01:32
but it's real. The VP of autonomy from DoorDash, Ashu Reggae. Welcome, Ashu.
01:37
Thank you so much. Thanks for having me. I've been pretty excited about this.
01:41
Alex, you're going to force us to go to the video podcast format like everyone else.
01:47
Well, I like leaving it up to the audience's imagination. They don't need to know exactly
01:54
what everything looks like, but I will share that once again, Alex, because he cares so much about
02:00
audio is in his Tesla and recording this. So thanks again. I'm sorry, guys. I was commuting,
02:08
and I'm sorry. I love my Tesla, and I'm going to give after this episode is over about how
02:16
much I love my car. Let's move on to our guests. Okay. Well, let's start with, we want to start,
02:21
we want to talk about autonomy in robots, but I'm just curious, what do you drive?
02:26
I can drive a Tesla. Which one? I got a Model 3 for competitive reasons at the time. I was just
02:34
curious to see what was going on. It was also the pandemic. So I was kind of, you know,
02:38
sits stuck at home. So I was like, you know what, apparently they'll just deliver the Tesla straight
02:42
to your door. How cool is that? So I said, you know, it's one of those, and I must say they make
02:48
it very easy for you to just go and impulse buy. I did that. And yeah, I've been driving a Model 3.
02:55
What year? What year is yours? That was 2021. And based on your interior decor,
03:01
do you have the white interior? I now, I wish I had at the time. So there's also availability
03:07
issues back then, if you don't recall, the pandemic. So they didn't, you couldn't truly
03:12
customize, you could customize, but it really like it'll take another three months. And I was like,
03:16
no, I want this here and now, you know, what's the point of it impulse buy if it doesn't show up
03:22
in a few short days. Yeah. And we should note that when at the time you weren't at DoorDash,
03:27
you were at Zooks. I was at Zooks. That's correct. And so, yeah, it's a space gray exterior and
03:34
very nice. The darker interior. Yes. I am very jealous of your white interior, which I think
03:40
looks. Well, actually, I have the beige. The cream. Yes. Yeah. The cream is the way to go.
03:47
Dark gray exterior. I quite like it. And this is a drive at crazy. Do you have Hardware 3 or
03:53
Hardware 4? Hardware 2, I believe that's what it is. So it is inside FSD 12. And I don't think
04:00
they're gonna... The good news is it's all obsolete now, right? He's already talking about AI6. So
04:05
it doesn't matter what you have. And yet, would you agree that even over to FSD 12,
04:12
and yet it is still better as a driver assistance system than 99% of anyone else's ADAS? Would you
04:19
agree? I wouldn't use everybody else's ADAS. But yeah, I do believe it's pretty good. I use it. I've
04:24
done long trips with it. And it's quite a convenience when it's like dark at night and
04:31
maybe you don't have quite the same energy anymore. Just having something on a freeway
04:37
especially is really, really excellent, I would say. Well, we've completed the marketing section.
04:44
Alex, Roy, Tesla. I love it. I do. Let's talk about DoorDash. Let's talk about DoorDash.
04:51
But actually, what I'm really interested in is just backing up when you're at Zooks.
04:56
What made you interested in going from Zooks, which is the mission is different than DoorDash?
05:04
What made you go to DoorDash? Yeah, that's a very good question. DoorDash,
05:11
and we started talking about the possibility back in 21, about the same time. Tony, our CEO,
05:20
and Stan, our co-founder, invited me to dinner actually because I chatted with them.
05:27
My bigger meta question was, why are you guys entering this space at this point?
05:31
There are so many companies already out there. And 21, to be fair, there are quite a few entities,
05:37
some of whom are no longer with us. And why are you doing this at all in the first place?
05:42
And why not just partner? So I was probably kind of obnoxious that I'm doing dinner.
05:47
We're asking these pointed questions about the future of what they saw. And they had a viewpoint
05:54
which actually convinced me, which is the multiple axes here. So sorry if I meander a bit,
06:00
but the first one was the business case itself, which we can get to in a moment.
06:05
But my meta question or the first question I had was, why are you doing it? Why not partner with
06:11
all the entities that are out there already? And they said we are, and we are looking at it very
06:16
closely. And they had actually, they even had a pilot with Cruz, which is public knowledge during
06:20
the pandemic. And so their observation was, and this is a sort of very key phrase within DoorDash,
06:28
three words, a product market fit. They're obsessive about that to an amazing degree. And
06:34
it's really awesome to see the product. And I was a huge power user of DoorDash. So just
06:38
to FYI, even before the pandemic, I would order ahead and use it in every which way you could
06:43
possibly because I hate shopping or going out and getting stuff. So I ended up with the point
06:52
out that nobody was building the autonomy stack. And the solution they were building
06:56
were not at all suited to delivery in the way they thought of delivery. And DoorDash has completed
07:03
over 10 billion orders historically. And so they do know delivery inside and out. And I'm speaking
07:08
of them as they, but I've been there now for five years. So I should probably use we. But at the
07:14
time, their point was, at the space at the time, if you recall, was mostly robotaxi. So you have
07:22
this sort of autonomous solutions for robotaxis, quite a few of those. And then you had delivery
07:27
was mostly sidewalk robots back then. There were a few notable exceptions. But generally speaking,
07:34
their observation was, do we really need a two ton car to drop off, you know, a two ton burrito
07:40
is a catchphrase. Or in the sidewalk robots are great in a dense urban environment. The problem,
07:47
of course, is they're limited on speed. So the distances they can go, especially for, you know,
07:52
prepared food is pretty limited. So the question was, does it exist a Goldilocks solution? And
07:59
that's where we ended up. And that's what they convinced me was the right approach. The other
08:04
factor that played large in my mind at the time was, is the autonomy problem on the robotaxi
08:11
front, you know, while exciting and clearly awesome to see what Beemo and others have done now,
08:18
is that the right way to go about building a commercially viable product that actually scales?
08:25
And in my mind at the time, it felt like the delivery problem had challenges, no question,
08:32
and it's a completely different animal in many ways. But the autonomy piece, which in 21, you
08:40
could make the case, Tony wasn't solved. And but it felt far more possible to do it incrementally.
08:48
With a two ton vehicle going on, you know, even at, you know, suburban speeds, but let alone highway
08:55
speeds, that's a non trivial safety case. And so you have a big step function to get to before you
09:01
can even consider that, oh, now we can use scale. And then there's another mountain to climb after
09:06
that, which is scale and then make it commercially viable. So maybe three mountains, really.
09:11
Whereas delivery felt like you don't have to solve everything, especially when you're
09:15
within a platform that is already doing, for example, today, we do over eight million deliveries in
09:20
the US alone every day. So you don't have to go solve every delivery. In fact, even if you solve
09:26
one eighth, you are going to get, you know, you're going to have to build tens of thousands of robots
09:31
to do that. And so, so that's what's to me. Yeah, interrupt me, please. Sorry, I told you.
09:35
No, no, I just want to, I want to feel, I want to ask if I'm crystallizing like kind of what
09:40
you're saying here, which is that we've talked with a lot of people over the years about, you know,
09:44
creating something that works in autonomy as a lot of is about, you know, just defining, right,
09:49
the the use case and really the operating domain, like often the main way we think and talk about
09:54
this, it feels like what you're saying is, is, and this is something we've also talked to those
09:58
about, like, speed and mass are what creates risk, right? And that by defining the use case
10:05
away from speed and the speed and mass of the personal mobility car,
10:09
it's much better than me. You should do a podcast.
10:12
I just want to, I just want to make sure that that like, you know, for listeners that this is,
10:15
this is how we boil that down. Exactly. It's really half mass times velocity square. That's
10:19
your, you know, kinetic energy. And can you, can you be incremental, but also use case, right?
10:24
So you can literally, you can do the math because sidewalk robots kind of is a pruing
10:29
point. You can go, you know, go along at sidewalk speeds, you can still do deliveries.
10:33
You can now say, okay, what if you went a little higher, maybe you got seven miles an hour?
10:37
Yeah, that expands your, your, your scope even more. And so as long as you have autonomy as a
10:43
fundamental part of your, of your solution, then you can sort of adjust to whatever you need to
10:50
and then say, okay, I can only do these subset of deliveries, which is fine. You can make a living
10:55
and then incrementally build on that. So yeah, mass and velocity on the one end,
11:00
but also the product itself was the use case was different, right? You can't have a robot taxi go
11:06
along at seven miles an hour. Nobody's going to take it maybe for a joy ride somewhere,
11:09
but that's about it. You cannot have a robot taxi that is careful in certain situations. And so,
11:16
you know, gives you a less comfortable experience, right? I mean, we all have friends who do the
11:22
brake tap driving, that's bad enough, right? But when you're in a fully autonomous vehicle,
11:28
that's that feeling, if it feels tentative to you, you are not going to feel confident of being
11:33
in that. So to me, that really create a complete separation of the two categories. And frankly,
11:39
I, the other thing, which is my personal observation, but also I think is, I think is
11:45
true, which is ride hailing, like how many rides would you take in a day maximum? Okay,
11:52
maybe you have a very busy day and maybe you're going hopping from place to place.
11:55
It's kept by the time you have. So there's a fundamental limit here for each person of how
12:01
much they can do. How many things can be delivered to you? Quite a few, right? It's pretty much
12:07
everything you potentially buy. So maybe it's your purchasing power, maybe a credit card company.
12:11
I think I asked this very question the last time I looked at my DoorDash bill. Yeah.
12:16
How many times, Ed? 10, 20? And as a power user, that didn't take any convincing for me. It's like,
12:24
yeah. And also the other thing, the observation, again, this is my personal observation, is we
12:29
are barely scratching the surface of deliveries. If you just do the math of number of deliveries
12:33
to the population at large, and we're talking about US alone, later on in Europe, the places where
12:38
DoorDash has been active in acquiring volt and delivery, so we are combining forces there.
12:45
I think that the delivery market is, I feel personally, more stuff should be delivered to
12:50
me, right? I feel like there are more and more categories. I don't want to go out there and
12:54
spend half an hour, 45 minutes back and on each direction somewhere stuck in traffic.
12:59
So I love delivery. No question about it. I have a question. So I grew up in New York City,
13:05
where delivery was common in the 70s and 80s. You'd call anywhere and they would deliver.
13:11
And then I moved to Paris in the 90s, where delivery was not common. And so I remember
13:16
an era where delivery was common in one very specific market and nowhere else except for
13:22
Domino's Pizza. So how much consumer behavior change has there been with the expansion and
13:33
availability of delivery, literally anywhere? I mean, is it, has it replaced 20% of regular
13:39
shopping for groceries? 50%? I don't, I think it's less in my, okay, I don't know the numbers,
13:45
to be honest. I always go, I'm the tech guy. But this is actually, it's a very interesting
13:50
question. I think the behavior has changed because of the pandemic to a large degree.
13:54
I think a lot of us got used to it. And a lot of people thought, oh, now that the pandemic is over,
14:00
people are going to go back to sort of the original patterns. And they didn't. And the
14:05
reason I think is it is just so much more convenient to especially with people who have kids, like
14:10
so many of my friends who had, they realized suddenly that like, they didn't have to take
14:16
their kids into the target, because that what a nightmare that is. And they, they could,
14:22
they could completely avoid that by either doing like the curbside pickup or, or delivery.
14:29
I'm wondering from a technical perspective, though, like, not just a business one, but
14:35
you can comment on both. Why DoorDash went with a sidewalk delivery, but as opposed to,
14:41
let's say drone delivery, because we are seeing that. And I believe DoorDash might have partnered
14:48
with at least one company, but in terms of in-house, because what we're seeing, like, I just was
14:56
looking at Zipline's numbers and, you know, they're seeing that like, once people use the
15:02
at-home delivery drone, they're like doing multiple orders, like even a day now,
15:08
and they're adding more and more stuff, there's obviously a weight limit. But why not, why not
15:13
drones? Why, why was the sidewalk robot like so compelling? So let me make a correction,
15:20
which is very important, actually. It's a, it's a dot is not a sidewalk robot. That dot actually
15:26
lives in the bike lanes if they're available. It will drive on the side of the road, and it goes
15:31
up to speeds of 20 miles an hour. So the model we had for dot was actually an e-bike or person on
15:37
an e-bike. So it, but it is also small enough, thin enough to go on a sidewalk. So it will go
15:44
on sidewalk when necessary. And so, so the, the constraints we had when we designed dot was
15:50
will this work for our merchants as well as for our customers? And for merchants, this is very
15:55
important was we don't want to, if they want to, if you're going to ask them to load the robot,
15:59
they don't want to go out there and go hunting for the robot. That's part, you know, half a block
16:04
away because it was a bigger robot that works on the, on, you know, like a bit more like a vehicle,
16:09
regular robot taxi type robot. Whereas with the sidewalk robots, the constraint is, like I mentioned,
16:15
the, the reach is very limited. It works in dense urban areas where residents and
16:20
merchants are in close proximity to each other because especially for food, your half an hour is
16:25
about your SLA. So, and if your average speed is about two miles an hour, which is about on the high
16:30
end, then you're looking at about a one mile distance. So, so this is why dot is, we think of
16:34
the Goldilocks robot, it, it zips along at a pretty good clip, but it stays to the sidewalk. So,
16:40
and this is why we actually built it. We were perfectly happy to partner with our sidewalk
16:45
robot partners. They're doing great on our platform. And we also, as you mentioned, we are working
16:51
with wing, they're working in flight tracks, there are other, other drone companies. We also think
16:57
drone is an absolutely valid modality. And that's why our answer is all of the above. And that
17:03
actually the one other thing my team built, we call it the autonomous delivery platform. And the
17:07
idea is essentially coordinates and orchestrates across all of these modes. So you can, you know,
17:13
in the future, almost certainly we'll have a situation where you'll have everything available
17:18
in a particular geography, maybe Scottsdale. And, and this is like drones, you got, you know,
17:24
dots, you got sidewalk robots. And of course, we have the backbone for our fleet is our dashers.
17:28
And so, depending on their capability, so drones are payload limited. So that becomes a fundamental
17:35
limiter, right? And so you want to do use it for like, I'm in a dense congested area,
17:42
like the traffic and maybe it's like high traffic time, right? It's rush hour. And so a drone can
17:49
just skip through all of that, right? So you want a pharmaceutical, you know, order from one of those
17:55
pharmaceutical stores, and it can show up really quickly because the payload is low and it will
17:59
fly as the crow flies. So, and here it is, right? But also it has limitations on, you know, where
18:04
can it actually do the drop off and so on. So, so, so drones has its place in and they will
18:11
be continued to be successful. And we support all of the drone companies out there that are,
18:15
you know, growing their network. Same thing with sidewalk robots, we already talked about that
18:20
at LAN. We even have a partnership with Weymo. So if you want to do longer distance deliveries,
18:24
that again, meet our SLAs, you have Weymo because, you know, and dot is there for something in between
18:30
and then you need more complex deliveries, you have dashers, you know, dot cannot go up the fifth
18:35
floor of an apartment complex. So, and hand you your delivery. So, so, so we really think it is,
18:42
take the, you know, this goes back to what I mentioned before, a product market fit,
18:46
find the proper fit and the orchestration layer we have built ADP, which doesn't get as much press,
18:52
because, you know, it's not a physical product, but it's really, we think it's going to be the
18:57
key platform for the all, all modalities in the future. And that's, and that's the big piece you're
19:04
also pretty excited about. So when you go into the bike lane, which is reminiscent of a couple
19:09
startups who I don't, I don't think they exist anymore. They disappeared. I think of a bike
19:18
lane because I'm in one often enough, you're maybe encountering other bikes. Sometimes the road
19:26
conditions aren't really great. And there is a potential of getting hit by vehicles as well.
19:31
So what other challenges technically speaking, may I not be thinking of that, that you maybe
19:38
didn't even consider until suddenly you're a testing in the bike lane. And let me say we are
19:43
huge advocates for bike infrastructure because of some of the things you already mentioned. Yeah.
19:48
And by the way, we are extremely sensitive to bicyclists in the sense of, you know, we are
19:55
sharing a space with you. And we are very careful around bicyclists and other vulnerable road users
20:01
like pedestrians. Obviously, we are driving to the side of the road. So we might interact more
20:06
like, you know, kids and other things, other pets and so on. And so we are very careful around that.
20:12
It's been programmatically designed to be like that. And again, it's that's the sort of thing
20:16
you can do when you're, you know, transporting goods and not, you know, people. So but yes,
20:21
among the things we learned along the way is the split surface. So which I'm sure as a bicyclist,
20:27
you already experienced and they're not necessarily the edges of the roads are not as well maintained
20:33
as, you know, as the main surfaces. The other one interesting thing is a lot of these lights are
20:39
induction triggered. And I don't know as a bicyclist, you encountered that person, but
20:46
they don't the lights will not trigger. So you have to kind of go into the main lane to trigger
20:50
the light. So we actually been working with a lot of the city officials and they're really excited
20:55
to get this kind of feedback. Because I think, again, you know, people want to make more sort of
21:00
habitable communities and improve the biking infrastructure. So definitely these are kinds
21:06
of challenges of living in life in the bike lane, right? But the flip side is it does give us a
21:11
sort of we are out of the main that we are not in the hair of bigger vehicles, right? We are kind
21:17
of off to the side or people who might be using the sidewalk, which you're encountering a way
21:22
more complicated environment like walking their dogs, wheel, you know, people in wheelchairs,
21:28
like people with walkers, people who don't understand like in New York City,
21:33
who are visiting New York City and do not understand how to walk in New York City
21:38
is is another like kind of weird challenge. Absolutely. And this is why we use sidewalks
21:43
as necessary, mainly for pickups and drop offs. That's why the robot the width was designed in
21:48
fact was designed to go inside a regular sized door. Maybe maybe that someday we'll do that
21:53
would go all the way inside a restaurant. But but definitely the sidewalk pieces primarily at the
21:59
pickup and then at the drop off, especially for single family homes, Dodd can go all the way
22:03
right up to their door and wait, wait, you know, do the delivery right there. So so these are sort
22:09
of again, we're not trying to solve every delivery. And that that's kind of our phenomenal principle
22:13
here is that there's going to be a mode or a different type of delivery. So one of the other
22:19
pieces, you know, we talk about defining a problem and that with this technology that that you can
22:23
solve in a workable, tractable, viable way, one of the big pieces of that, of course, is regulation.
22:29
And you know, you compared your vehicle to an ebike, which I think is really interesting, right?
22:33
So so one of the challenges we've had with bigger vehicles is is where is the right like
22:37
regulatory from a regulatory perspective, you know, there's, anyway, we don't have to unpack
22:41
all of that. What I'm interested in is by calling your vehicle an ebike or comparing it to an ebike.
22:48
And I understand, you know, you your main focus is the technical side of this rather than
22:52
necessarily the regulatory side. But this is a multi piece problem. Where does that land you?
22:57
Because, you know, ebikes are like now kind of increasingly in a kind of infamously unregulated
23:02
sort of open environment. And and I see the opportunity there. Talk to us a little bit
23:08
about what what that means. Yeah, absolutely. So, you know, not just paying lip service safety is our
23:14
absolute 100%, you know, first principle here. And so, you know, very fundamental way,
23:21
I think we can all agree, and you guys have been following the AV space forever.
23:27
In general, AVs tend to be more careful because there's no notion of distraction,
23:33
right? And you have pretty much 360 degree cameras, you have other sensors. So your
23:37
our presence in the bike lane as far as safety of, you know, we are used like bicyclists and
23:44
pedestrians is our record is impeccable. And we expect it to continue to be we should ask
23:49
of that. We should ask that of all robots, right? They need to be as close, they definitely need
23:54
to be far better than humans. I think for acceptance alone, but just as an ethical and moral reasons.
24:01
And so, yes, from a regulatory framework, we are not categorized because of our speed limits and
24:07
where we operate, we are not categorized as a vehicle. And we believe that is correct because
24:14
I'm sure you followed some of the FMVSS and other requirements that would basically put us
24:19
in a very different category, which we are not in. But yeah, I do think that, yeah, I've read
24:25
New York Times got a whole bunch of pieces recently about, you know, some of the challenges with
24:29
the e-bikes and some of the ways you can go quite a bit faster, frankly, than other traffic.
24:35
But again, from our point of view, that is not that the comparison with e-bikes was mainly
24:41
as a metaphor, not that our behavior behavior is going to be far more differential, if anything.
24:48
Okay, so but just to narrow this down, because so you're not a neighborhood electric vehicle,
24:52
right? That's a regulatory category, but that's a vehicle category. That's not what you've created.
24:57
We are in some states, we are under the personal delivery device.
25:01
Okay, so okay, so there's actually a state level. Not all state private though. So that's
25:06
one of the sort of questions of where is this market going to go? Yes. But it's not automotive
25:11
equipment, right? Like, so you're not, okay. And just out of, and again, I appreciate that you're
25:16
not, you know, regulatory stuff is not your main focus here. I want to get more into the
25:20
business model and other stuff, because that's really interesting too. But like, what divides
25:24
that line? Like, what's to prevent someone? Is it just merely a speed limit thing? It's a weight
25:28
it's primarily speed limiting, which is exactly right. Speed is the single biggest determining
25:34
factor. It's the quadratic rate, it's mv squared. So so and the size, of course, right, you can't
25:41
that's the size. Okay, you have to fit within the bike lane also. So you start off, it kind of
25:47
you end up with something that looks like dot at some level, right? Because there are width
25:52
constraints, there are speed constraints, and there are, you know, size constraints in terms of
25:58
mass, etc. So so all of those effectively make make this it's sort of this category where you are,
26:04
you know, going to be sort of almost the regulation will make you into a particular form factor.
26:12
Yeah, interesting. Okay, I want to specifically talk about some autonomy challenges. And recently,
26:19
there's been a couple of incidents, not involving dots, I believe, from two other sidewalk robot
26:28
companies, where they've just like randomly crashed into the bus. That was a fun video,
26:36
like blinks after the crash. Yeah. And it just it's one of those things where maybe now suddenly
26:42
everyone's sharing these various things and this has been happening all along. But on a technical
26:48
perspective, what is happening in these cases where, you know, suddenly we're now seeing these
26:54
videos of these sidewalk robots that have been around for a while, just like crashing into glass
27:01
from I'm just I would love your viewpoint on the technical aspects of how that happens,
27:08
and how to avoid that from happening. Yeah. And this goes back to what you said earlier,
27:14
sidewalks are pretty unpredictable in high variance environment, right? You would have
27:21
high speed entities. Well, sometimes there are bicyclists who zip along, but leaving that aside,
27:26
most of the time, it's it's rather low speed, but lots of complicated things. And so
27:34
I can't I have no idea what happened with those two robots. I didn't see those videos. I also love
27:38
that guy goes around actoring the robots is so funny, but then helps them in the end.
27:44
But I can tell you what we do in dot and this is one of the things that I think from the way get
27:49
go. So a lot of sidewalk robots originally started as an idea that you're remotely driving them,
27:54
literally actually driving them, which at relatively low speeds, you know, you could
27:59
potentially say, okay, that's reasonable, perhaps our viewpoint from the very beginning was we
28:04
wanted to go obviously, we wanted this form factor. And so and a lot of the team that we put
28:10
together here came from our AV sort of, that's where our roots were. And so we built a stack,
28:16
very forward looking stack. And you can go into that if you want. But which was essentially a
28:22
full on autonomy stack, it was as L four as anything that's out there. And so that meant a lot of
28:28
investment into sensors. And the more importantly, the deep nets and everything, the perception
28:35
stack, everything that was built was, Hey, we need to be able to detect all of these different
28:39
things. And so the question then becomes, you know, again, not knowing what happened in those
28:44
situations, was it a human error that, you know, sometimes the glass is hard to see through. Also,
28:49
personally, I think we can all concede that AI and computer vision is now far better than any human
28:56
sort of visual equity can even bring to bear. And also just the fact that it's 360 degrees,
29:02
right? So once you have a full on autonomy L four stack, we absolutely don't think something,
29:07
things like that will happen to dot for that reason, because it's been built to be fully
29:12
autonomous in that sense of it detects everything, it knows what everything is. And it is all usually
29:18
always going to be, if been in doubt, it will be careful around entities. So, so all of those,
29:25
I think when you're, when if you have indeed a human driving a robot on a sidewalk, and you have
29:31
a large number of people doing that, because now you're trying to scale, you could end up with
29:37
a pretty, pretty high variance in behavior, right? There might be some people who are very
29:42
deft and they can do all kinds of stuff, but operating a sidewalk robot, and there might
29:46
be some people who were just brought on recently and assumed maybe they were not familiar with,
29:53
you know, I think it was like a bus, bus stop, right? With shelter, bus, bus shelter, bus stop
30:00
shelter. Maybe they aren't just familiar with that because they're not from that part of that
30:04
state or that city. But isn't, isn't Lidar like a pretty key piece of that too? Right? I mean,
30:11
just, but Lidar, yes, Lidar can be good vision is pretty good now. So we are, we do use Lidar,
30:18
but we are pretty vision primary now. And, but, but it is, you know, and also you can compliment
30:24
these, like radar can also be very useful for certain things. So, so it's, and frankly, all,
30:30
all the sensors are becoming pretty low cost now. So it's not clear anymore that you have to choose
30:36
between them as opposed to creating a system, which is, you know, some things are good at,
30:40
good on Lidar, some are better at vision and so on. So, but, but yeah, we have very, very much
30:45
vision primary and vision has gotten extraordinarily good now. So, and just to tease out this, this
30:50
sidewalk challenge a little bit more, because right, you define away from the, the speed and the
30:55
mass and as we said before, it makes the safety case easier. When things are moving slower and
31:02
also, you know, it's harder to predict. I think this is one of the things I've tried to explain
31:06
to people, it's very difficult about, about like, if you're crossing the street in front of an AV,
31:11
the more sort of like confidently you walk in front of it, the more it's able to sort of like
31:17
use your, the data you're generating in real time to predict your future motion.
31:22
That challenge becomes more difficult at the slow speed, right? This is why, you know, people
31:26
thought, for example, summon on, you know, in the parking lots was going to be like the easy thing
31:31
for Tesla and it's all hard, right? Again, I mean, if you ask any of our AI team members to say,
31:39
what is the hardest sort of ODD or the part of the autonomy that's the hardest,
31:44
it will be parking lots and sidewalks. I mean, that's where it's kind of chaotic. And yes,
31:50
just going slower doesn't mean any, it doesn't make you better necessarily. It does give you
31:55
time to react and your time to collisions are lower or bigger rather. And so, but, but on the
32:00
flip side, because of those, the nature of those environments, you are going to get so many actors
32:06
that are, you can almost take Brownian motion at that point, right? And for some reason, people
32:12
even driving in parking lots in particular in malls seem to feel like no rules apply. And so,
32:17
it's just, I don't know what happens to, and I've done that myself. So I'm not pointing fingers,
32:21
where, you know, you're far more careful on the road for some reason. Whereas parking
32:26
glasses where you can get a lot of, maybe it's just vendor benders, but you can definitely run
32:30
into these situations there. So yeah, I agree with the sidewalks are not as easy as they seem.
32:34
Certainly if you want to go zip along on a sidewalk and any kind of clip, that's going to,
32:39
and they're not also necessarily maintained. That's the other part, right? It's the road surfaces
32:43
can be pretty, pretty challenging on a sidewalk. So we've talked a lot about certainly what DoorDash
32:50
is working on. But I would love to get your opinion on all the companies out there that are working
32:56
on, you know, robotaxis as a, you know, a technical perspective. I have to imagine that you've
33:01
written in certainly the Waymos and you were working at Zooks. Have you, have you tried
33:10
in Austin the Tesla robotaxis? Because the one in California doesn't count. There's no
33:15
permit. It's not autonomous. It's not. No, I haven't, I haven't been to Austin.
33:19
Well, great city though. But no, I haven't. I'm looking forward to it. I definitely will try it
33:26
if I get the opportunity. I mean, I'm a participant, but I'm also a huge fan. You know, my PhD,
33:31
if you ask me, was in robot motion planning 30, almost 30 years ago, I'm dating myself here.
33:35
And there was, there was literally nothing interesting in robot motion planning going
33:39
on at the time. So to me, it was almost like, yes, finally, we have a ride.
33:46
So nothing interesting was happening at the time he said, so why did you,
33:51
why did you pursue that? Because I loved, I loved robots. The math was cool.
33:58
I don't know. I mean, it's been here, been here in academia. You just go, you know,
34:02
it's like, you don't think of practical things like, am I going to be employed or not?
34:07
You just go. You go after what is interesting. What do you think of this shift that has happened
34:14
where, you know, going back to like the DARPA days, there was much more of a robotics focused
34:19
approach in terms of like the programming and things like that to autonomy. And now that seems
34:25
to have shifted a few times, but this idea of like these, this end to end units, what, as, you
34:34
know, an academic, do you think of that? And do you think that that's the ultimate end or will
34:40
this shift again? And companies are going to go, Oh, actually, no, no, no, we're going to go back to
34:45
either something more old school or some new, some new approach.
34:51
Yeah, I think I do think directionally, that is the right approach. The question becomes twofold
34:58
in my sort of the way we look at it. And we are by the, our stack is pretty straight of the art,
35:04
but I think the approach we have taken, we can talk about it in a bit, might be at least a way to go
35:09
about it. So the problem with just pure end to end, and it's all about definitions, by the way,
35:15
here. And it's very careful, you have to be careful on what the actual what somebody means
35:19
by end to end. So the pure end to end approach is taken mostly camera data, just taking camera
35:25
sensor information, take the raw sensor information, and outcomes, the controls for the robot,
35:31
right. And you don't even have like low level controllers necessarily in the purest approach
35:36
to that, meaning that you don't have any kind of way to manipulate the robot deterministically,
35:43
like, for example, you're driving on a split, what's called a split friction surface, which is
35:47
what dot drives on, because, because the payment ends at one point. And then there's as a bicyclist,
35:53
you're probably completely aware, there's like this little gutter area that is not usually
35:56
surfaced. And it has, so there are two different frictions there. So you're pure end to end person
36:02
would say, no, no, no, don't tell us anything about that, or just train it and it will learn,
36:08
right, it'll figure it out, right. And so you get this black box, which has figured stuff out,
36:12
maybe like, you know, I have a now a five month old baby, it's very interesting to watch what he's
36:18
figuring out on his own. But that means you're now dealing with a black box. And so how do you
36:25
know, especially in the current state of things, how do you know this is fully like safe at some
36:32
level, right, how do you validate and verify that it's doing what it is supposed to do?
36:38
You can try it out a lot. And I don't know, would we would do that with, would we have done that
36:44
with flight? I suspect not, right, we'll say, oh, we've tried, we've flown up, you know,
36:49
towns of times, it's just fine, don't worry about it. So I think there is clearly that question
36:53
around it, like, how do you go about even debugging something, okay, something it was off,
36:58
why did you do that? And the answer is well, train it some more, give it negative examples,
37:02
and so on, right. And I'm oversimplifying things. But conceptually, it is essentially
37:07
what I described. So then, so there's that end to it. Then the other question is, can you actually
37:13
use this notion of end to end, but use it in a very targeted, directed way, along with the system
37:17
that is also saying, hey, you might be end to end, and that's great. But I'm going to check
37:22
your trajectories, I'm going to check for collision, and you already have a baseline that
37:26
you're built. That's the approach we took. We are building exactly fully, and by the way,
37:32
it helped us a lot as a second more. We started building the stack from scratch in 22.
37:40
And a lot of these ideas are already there. And we kind of had a much better idea. So I sympathize
37:45
a lot with some of the older, you know, it's much harder to undo a stack and say, okay,
37:49
we're going to switch over immediately and go do more, learn things and not. But so, but what we
37:55
also did was we built a baseline stack that was a geometric search-based planner. And that now
38:02
becomes our safety net, if you want to call it that. And so it always, no matter what you can do
38:09
with a box, black box, we can check. And so now we can target that black box at very specific
38:15
things. For example, a construction zone might pop up. A search-based planner may or may not
38:22
be great at saying, oh, this is how to handle a construction zone, because there's so much variation
38:26
in what the construction zone could look like. And this is what, I mean, at some level, that's
38:30
what humans are great at, right? You put us in, you don't have to go relearn a city, a new city,
38:34
right? We just know how to drive. And so there is, that's why I meant the directionally, that's
38:38
where you do want to go. But if you can build it in a way that is, you know, you can in real-time
38:44
check what it's doing and ensure that if there is something off, for example, then you can, you know,
38:52
again, this makes far more sense for delivery. Sorry to sort of hype or go on and on about it,
38:58
but it's, we have such a nice feedback loop of everything just works just right. Because
39:03
the delivery, you can say, hey, okay, you know what, I can't solve this construction zone.
39:06
I can come to a safe stop, right? And say, okay. And then with the dot-sform factor, we're not
39:11
impeding traffic. So, so anyway, so back to answer your question. I, the short deal here, I guess,
39:18
is yes, it is the right direction, but the big, the big sort of $64,000 back used to be,
39:26
question is, yeah, how do you validate something? And then if you're a provider of such technology,
39:31
are you going to willing to take that liability on, you know, and to me, that is actually the
39:35
question I would ask lots of people out there is, yeah, how do you, how do you prove this is safe?
39:40
And how do you, how do you, and if something does happen, who has a, you know, especially if
39:45
you're like throwing the technology and giving it to other people. So, nice. Alex, take us home
39:50
with the last question. I know you must have something. Well, I have to ask this of everybody
39:56
who deploys any delivery robot sidewalk or bike lane, how many issues have you had with vandalism?
40:06
And what was the craziest one? Because when I see them now, I'm like, oh, that's cool.
40:10
But if I were 12 years old, and I saw that, like I'd be after it with a flamethrower and
40:15
like, you wouldn't be hugging it and like putting a cool sticker on it or something.
40:20
I was a bad kid. So what have been, what has been your experience with them?
40:24
So actually, we were also, you know, that was a concern and also a thing we were looking out for.
40:29
We're built by the lots of technology into the robot that it, the momentum, by definition,
40:35
right, it's an autonomous vehicle. So we know when something is too close. So it can give,
40:39
send an alert to our, you know, control center, so to speak. And, and so we will know what's
40:44
going on. We also have all the video. And so yeah, we had, you know, you have the usual sort of kids
40:50
that are curious. I remember we had a Christmas party several years ago and we invited people
40:59
very good to bring their family and the kids in particular, and they all wanted to run up and
41:03
hug, hug dot because, you know, it's been decided to be cute. And I'm like, oh man,
41:06
did we overdo this because, you know, that could be an interesting challenge on the street.
41:11
But generally speaking, it's been actually pretty, pretty good. We have had issues, of course,
41:17
we had a homeless person sort of who's not maybe, you know, in the best condition or health,
41:22
attack it, but felt very random. Like it wasn't clear what, what the intent was. Maybe,
41:29
maybe she thought there's food in there. But the awesome thing about that was
41:35
other people call the police. We realized it was happening. So we sent a dispatch,
41:41
but already people had called the police. And I want to think that because Dot is part of the
41:47
community, maybe they felt like, you know, maybe a man to formorphizing it too much here. But I
41:52
felt like, oh, yeah, this cute robot's getting assaulted. Let's, let's, let's help it out. So,
41:58
so, but we haven't had too many of those incidents so far. But, you know, you never know.
42:01
And I think it depends on where you deploy. You must not be in many college campuses then.
42:06
We are operating near Tempe or in Tempe. So, you know, they're not that far.
42:09
Oh, okay. Well, that will be the true test. ASU students. There you go.
42:12
I better go down in disguise. I'm confident that, you know, at some point, that's going to happen.
42:18
And people are, you know, you know, especially after a game or something and people up or
42:23
there'll be a, there'll be a fraternity initiation stunt or something.
42:26
Oh yeah. For sure. For sure.
42:28
Quite possible. Yes.
42:29
Well, on that note, thank you for joining us on another episode of The Atonic Cast.
42:35
Thank you so much. This was a blast. And yes, come over and help me with some interior design
42:40
tips anytime. Alex.
42:41
I have no tips for you, my friend.