We begin with a story.
In the grim darkness of the 2000s, when I was but a little Matt, cocooned in higher learning, intent on writing the Man and sticking it to the Great American Novel and/or vice versa, a friend showed me a remarkable object.
This friend, and her friends, and their friends, had joined in fearsome female conspiracy to produce a list of who, in the… “complicated” is underselling it. Who, in the lunatic “Game of Thrones with twice the beer, half the IQ and no sharp objects” social congress of a co-ed dorm full of liberal arts majors, had been canoodling with whom.
My entry appeared 18th. High midfield – there were about 80. I never got up the nerve to ask how we were ranked.
You wouldn’t believe how useful that list has been to my life. Not the list itself, beyond a healthy infusion of self-doubt (18th?). But the concept, friends. Who’s smooching whom? It’s the universal question. Money and math are just ways to track it. Map the relationships, you’ve mapped the thing.
Let us therefore speak of self-driving cars. Because they’re coming, we all know it, and like any reasonable person you would like to acquire a giant Scrooge McDuck money pool to swim in thereby.
First, for our purposes, assume every car manufacturer has an in-house outfit at least looking at autonomous cars, because duh. For our purposes, they’re celibate. Nothing wrong with that.
Second, for the sake of their self-image (18th? Really? I mean, it was 80-some, but… really?) I’ll keep my smoochers alphabetical.
Now. Who, amongst the people actually building autonomous cars, is smooching whom?
Daimler, or Mercedes to be all American about it, is smooching..
…Smart. Yep, just Smart, which is a Daimler brand. Daimler is quite monogamous in its autonomous automotive endeavors. Aww. And seriously, the self-driving Smart Car is freaking adorable.
…Lyft, which is branching out of the X-as-a-service business to actually build stuff. At least, it says it is. Fair dues, it says it emphatically, like “by 2021 a majority of our rides will be in self-driving cars, and by 2025 personal car ownership won’t be a thing.” To that end, they’re smooching…
…Ford, because, you know, Ford makes cars and Lyft doesn’t.
…themselves. We’ve all been there.
But there’s more to Lyft. I ain’t saying Lyft is a gold digger, but it is not frequently seen in the company of partners with less than substantial means. They’re looking to be network of choice for other people’s self driving cars. That is, Lyft seeks to be smooched. Big-name volunteers currently include GM and Jaguar.
Uber. I’m almost hesitant to write about Uber, because, my Deity of Choice, Uber is a hot mess right now. Like, really. But they do theoretically have a business model other than litigation, and they have made a commitment to actually making, not just contracting, self-driving cars. To that end, they’ve been doing some hopefully less-skeezy-than-usual smooching with…
…Otto. Otto was Uber’s Waymo, their in-house startup. Unfortunately, they’re currently in court arguing that it’s not Uber’s Waymo in the sense that a Waymo executive stole a bunch of stuff from Waymo, then hooked up with Uber. Oh my, the drama. Poor Otto, like so many third wheels, appears to have been dropped, but there was smoochin’ going on. Litigious smooching! That is the worst kind of smooching.
…Volvo. Volvo was going to be to Uber what Fiat Chrysler was to Waymo. You may be sensing a pattern. Also, the Uber Volvo self-drivers are back in testing after smacking into somebody in Arizona. See aforementioned “mess, hot.”
Volvo. What’s to say about Volvo? My first car was a Volvo wagon (of course it was, I am, as noted elsewhere in my oeuvre, a painfully stereotypical fluffy hippie) and I can think of nothing exciting to say about Volvo. That (un)said, Volvo has a rep for surprisingly forward thinking techwise, given its cars are best known for safety, reliability and other unsexy things. That’s borne out in its smooching, which includes…
…Autoliv, which, world’s largest auto safety supplier. Sounds like Volvo.
…Nvidia, which, what? Nvidia’s definitely the “s/he’s hooking up with who?” entry on this list. For non-nerds in the audience, Nvidia’s main consumer-focused business is graphics processing for PCs. Gamer stuff. They make sure you can see the individual folds of brain tissue off the zombie you just domed. As an Nvidia customer myself, I’d never lower myself to a stereotype-laden joke like “Nvidia’s doing cars? Nvidia customers don’t go outside!” but, well. On the other hand, chipsets. They are very good at them.
Waymo, the Alphabet-owned (read “Google, but for things we don’t want to call Google”) startup that’s all autonomous cars, all the time, is smooching…
…well, mostly Google. They would be. But – can we be real a second? Google’s a slut. We all know it. Get a little entrepreneurial Natty Light in ‘em and they’ll go home with anything. So in practice, Waymo is smooching…
…Fiat Chrysler Automotive to get the cars on the road. That’s already happened with their Early Rider Program, which has put 500 robo-Chryslers on the streets of Phoenix, something I still find vaguely intimidating. If the satnav says “Exterminate!” I’m moving to Mars.
…Intel for hardware. Waymo still does its development entirely in-house, but Intel, being noted for building nice chips, is building the chips.
The great thing about “who’s smooching whom” is that, when you map that one aspect, you get a sense of the whole. That list from the first paragraph? An alien could be given that and no other information about h. sapiens collegiensis and determine “these organisms have little impulse control, no understanding of consequences, and should probably consume less of a mysterious resource called ‘beer.’”
The Spock analysis of automotive smooching yields similar results. For all the crazed Lannister decadence above, the relationships people are building in order to make self-driving cars a reality come down to three things: a business plan for their use, top-tier tech, and a whole bunch of actual cars.
As yet, nobody has all three, hence the smooching. Lyft has a business plan, but no cars, so smooches for Ford, GM and Jag. Volvo has cars, but no tech or business plan, so Nvidia and Autoliv get their smooches.
The question is, who will get all three in one place in a way customers care about?
That’s where you come in. Read the above, read this (that goes into far greater detail). It has maps!
After that, your call. It’s your money. Like any good smooch, you don’t know how it’s gonna go until it’s gone.
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