The End of the Auto Era as We Know It May Be Approaching Faster Than You Think

 

Bob Lutz is a former vice chairman and head of product development at General Motors. And in this essay for Automotive News, he declares the end of the auto industry as we know it:

It saddens me to say it, but we are approaching the end of the automotive era. The auto industry is on an accelerating change curve. For hundreds of years, the horse was the prime mover of humans and for the past 120 years it has been the automobile. Now we are approaching the end of the line for the automobile because travel will be in standardized modules. The end state will be the fully autonomous module with no capability for the driver to exercise command. You will call for it, it will arrive at your location, you’ll get in, input your destination and go to the freeway. . . .

Most of these standardized modules will be purchased and owned by the Ubers and Lyfts and God knows what other companies that will enter the transportation business in the future. A minority of individuals may elect to have personalized modules sitting at home so they can leave their vacation stuff and the kids’ soccer gear in them. They’ll still want that convenience. The vehicles, however, will no longer be driven by humans because in 15 to 20 years — at the latest — human-driven vehicles will be legislated off the highways. The tipping point will come when 20 to 30 percent of vehicles are fully autonomous. Countries will look at the accident statistics and figure out that human drivers are causing 99.9 percent of the accidents. . . .

CNBC recently asked me to comment on a study showing that people don’t want to buy an autonomous car because they would be scared of it. They don’t trust traditional automakers, so the only autonomous car they’d buy would have to come from Apple or Google. Only then would they trust it. My reply was that we don’t need public acceptance of autonomous vehicles at first. All we need is acceptance by the big fleets: Uber, Lyft, FedEx, UPS, the U.S. Postal Service, utility companies, delivery services. Amazon will probably buy a slew of them. These fleet owners will account for several million vehicles a year. Every few months they will order 100,000 low-end modules, 100,000 medium and 100,000 high-end. The low-cost provider that delivers the specification will get the business.

Of course don’t forget the second half of the phrase “creative destruction”:

So auto retailing will be OK for the next 10, maybe 15 years as the auto companies make autonomous vehicles that still carry the manufacturer’s brand and are still on the highway. But dealerships are ultimately doomed. And I think Automotive News is doomed. Car and Driver is done; Road & Track is done. They are all facing a finite future. They’ll be replaced by a magazine called Battery and Module read by the big fleets. The era of the human-driven automobile, its repair facilities, its dealerships, the media surrounding it — all will be gone in 20 years.

Published in Culture, Economics, Technology
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  1. Larry Koler Inactive
    Larry Koler
    @LarryKoler

    Mendel (View Comment):

    OccupantCDN (View Comment):
    Before you jump on the idea, that the shuttle was not at fault. I would like to point out – that worst possible (but still sober and awake) driver could have easily avoided this accident.

    I don’t find this surprising at all. In fact, I am certain that if autonomous vehicles become widespread, we will see numerous accidents that would have almost certainly not occurred with a normal human driver.

    At the same time, I think autonomous vehicles will someday surpass humans in safety.

    Those two statements are not in contradiction. Nearly every advance in technology which has made us safer went through a shakedown phase in which it caused accidents that would not have otherwise occurred. It’s part of the human development process.

    Your sentiment is nearly the exact same criticism that was leveled against airbags when they were still new. Back then, they killed some drivers and passengers who would have otherwise survived. Even today they occasionally malfunction. Yet nobody seriously claims anymore that we’d be safer without them.

    The airbag analogy is quite good. ABS — not so much. I guess the insurance industry initially offered a premium deduction when they were first introduced but revoked it as the data came in. I think the issue was that it made drivers more willing to take risks or at least that it made them more complacent about braking and to reduce their attention. (Anyone know more about this?)

    • #181
  2. Larry Koler Inactive
    Larry Koler
    @LarryKoler

    The main thing is that if there aren’t measurable improvements to our safety or lifestyles then we won’t adopt this.

    The people who worry about government regarding this are providing a context for developing a filter through which we must pass all ideas for adopting this. We need to stop the stupid things from happening.

    • #182
  3. Hank Rhody Contributor
    Hank Rhody
    @HankRhody

    Larry Koler (View Comment):
    Wow! I just looked that up and watched Youtube video. Fantastic stuff. Thanks for the intro.

    This comment worries me somewhat, as I’m not entirely sure what you’re looking up. Drift competitions in general, or did you actually find a driverless car doing it?

    • #183
  4. Larry Koler Inactive
    Larry Koler
    @LarryKoler

    Hank Rhody (View Comment):

    Larry Koler (View Comment):
    Wow! I just looked that up and watched Youtube video. Fantastic stuff. Thanks for the intro.

    This comment worries me somewhat, as I’m not entirely sure what you’re looking up. Drift competitions in general, or did you actually find a driverless car doing it?

    No — I just liked this video. Fun stuff to watch.

    • #184
  5. Bryan G. Stephens Thatcher
    Bryan G. Stephens
    @BryanGStephens

    Larry Koler (View Comment):

    Bryan G. Stephens (View Comment):
    I am so a crappy driver from a reflexes and ability standpoint.

    Therefore, I drive like it, and I take extra time and space. Stategery! That is key. No Left Turns without a light.

    You need to get your testosterone levels checked.

    Not according to my wife.

    • #185
  6. Miffed White Male Member
    Miffed White Male
    @MiffedWhiteMale

    Bryan G. Stephens (View Comment):

    Larry Koler (View Comment):

    Bryan G. Stephens (View Comment):
    I am so a crappy driver from a reflexes and ability standpoint.

    Therefore, I drive like it, and I take extra time and space. Stategery! That is key. No Left Turns without a light.

    You need to get your testosterone levels checked.

    Not according to my wife.

    Burn!  Would have been better of you’d said “not according to YOUR wife”.

     

    • #186
  7. Larry Koler Inactive
    Larry Koler
    @LarryKoler

    Bryan G. Stephens (View Comment):

    Larry Koler (View Comment):

    Bryan G. Stephens (View Comment):
    I am so a crappy driver from a reflexes and ability standpoint.

    Therefore, I drive like it, and I take extra time and space. Stategery! That is key. No Left Turns without a light.

    You need to get your testosterone levels checked.

    Not according to my wife.

    I was hoping you wouldn’t take it personally.

    • #187
  8. OccupantCDN Coolidge
    OccupantCDN
    @OccupantCDN

    Mendel (View Comment):

    OccupantCDN (View Comment):
    Before you jump on the idea, that the shuttle was not at fault. I would like to point out – that worst possible (but still sober and awake) driver could have easily avoided this accident.

    I don’t find this surprising at all. In fact, I am certain that if autonomous vehicles become widespread, we will see numerous accidents that would have almost certainly not occurred with a normal human driver.

    At the same time, I think autonomous vehicles will someday surpass humans in safety.

    Those two statements are not in contradiction. Nearly every advance in technology which has made us safer went through a shakedown phase in which it caused accidents that would not have otherwise occurred. It’s part of the human development process.

    Your sentiment is nearly the exact same criticism that was leveled against airbags when they were still new. Back then, they killed some drivers and passengers who would have otherwise survived. Even today they occasionally malfunction. Yet nobody seriously claims anymore that we’d be safer without them.

    Maybe safer, but not better off.

    Its odd today, that with all the concern over the cost of medical treatments, that their is no concern for the victims of car accidents. If you remember when seat belts became mandatory to wear that medical costs increased because people who would have otherwise died survived. Unfortunately these lucky survivors didn’t walk away from their wreck – Most never walked again. Improving the safety of the car doesnt necessarily improve the outcome of an accident for the passengers in that car.

    Have to admire crazy Russians for being crazy Russians:

    • #188
  9. Miffed White Male Member
    Miffed White Male
    @MiffedWhiteMale

    OccupantCDN (View Comment):
    Its odd today, that with all the concern over the cost of medical treatments, that their is no concern for the victims of car accidents. If you remember when seat belts became mandatory to wear that medical costs increased because people who would have otherwise died survived. Unfortunately these lucky survivors didn’t walk away from their wreck – Most never walked again. Improving the safety of the car doesnt necessarily improve the outcome of an accident for the passengers in that car.

    Jay Leno had a routine about that, I want to say it was about the ’55 roadmaster.

    “Steel Dashboard.  You got in an accident in this thing, they just hosed it out and sold it to the next guy.   [Ambulance Driver]:  You can turn off the siren Bob.  He was driving a roadmaster.”

    • #189
  10. rico Inactive
    rico
    @rico

    OccupantCDN (View Comment):
    Have to admire crazy Russians for being crazy Russians:

    This took some real balls…

    I mean, this probably really took ’em.

    • #190
  11. Larry Koler Inactive
    Larry Koler
    @LarryKoler

    rico (View Comment):

    OccupantCDN (View Comment):
    Have to admire crazy Russians for being crazy Russians:

    This took some real balls…

    I mean, this probably really took ’em.

    I’ll bet he has back problems for the rest of his life. The interesting thing about being shot out of a cannon is that the acceleration rate of the impulse has to be something that bone and disks and ligaments can handle. This guy should have investigated such things before agreeing to this “experiment.”

    • #191
  12. OccupantCDN Coolidge
    OccupantCDN
    @OccupantCDN

    Larry Koler (View Comment):

    rico (View Comment):

    OccupantCDN (View Comment):
    Have to admire crazy Russians for being crazy Russians:

    This took some real balls…

    I mean, this probably really took ’em.

    I’ll bet he has back problems for the rest of his life. The interesting thing about being shot out of a cannon is that the acceleration rate of the impulse has to be something that bone and disks and ligaments can handle. This guy should have investigated such things before agreeing to this “experiment.”

    The “experiment” terminating as a face plant on a concrete floor was also probably highly unpleasant as well.

    • #192
  13. Larry Koler Inactive
    Larry Koler
    @LarryKoler

    anonymous (View Comment):

    Larry Koler (View Comment):
    I’ll bet he has back problems for the rest of his life. The interesting thing about being shot out of a cannon is that the acceleration rate of the impulse has to be something that bone and disks and ligaments can handle. This guy should have investigated such things before agreeing to this “experiment.”

    It isn’t just the acceleration, it’s the jerk (the first derivative of acceleration, just as acceleration is the first derivative of velocity). In designing a train, the rule is that jerk must be kept below two metres/second³ (bet that’s the first time you’ve seen that unit) or else passengers will complain of being “jerked around”.

    Actually, I worked on a jerk-limited control law for orienting satellites with CMGs (Control Moment Gyroscopes) from Sperry. This was done to change the attitude by introducing a very low frequency oscillation (based on the first mode of a solar panel array) and then a reverse jerk of the right duration to actively damp out the oscillation that was introduced.

    It’s been suggested that the second, third, and fourth derivatives of acceleration be called snap, crackle, and pop.

    I love that terminology. Thanks for the link.

    • #193
  14. James Gawron Inactive
    James Gawron
    @JamesGawron

    anonymous (View Comment):

    Larry Koler (View Comment):
    I’ll bet he has back problems for the rest of his life. The interesting thing about being shot out of a cannon is that the acceleration rate of the impulse has to be something that bone and disks and ligaments can handle. This guy should have investigated such things before agreeing to this “experiment.”

    It isn’t just the acceleration, it’s the jerk (the first derivative of acceleration, just as acceleration is the first derivative of velocity). In designing a train, the rule is that jerk must be kept below two metres/second³ (bet that’s the first time you’ve seen that unit) or else passengers will complain of being “jerked around”.

    It’s been suggested that the second, third, and fourth derivatives of acceleration be called snap, crackle, and pop.

    John,

    Thanks John for this. I needed something to smile about today.

    Regards,

    Jim

     

    • #194
  15. Bryan G. Stephens Thatcher
    Bryan G. Stephens
    @BryanGStephens

    The computers “reading” Linked in can seem to take all the data easily to load into their application systems, forcing me to renter data over and over in a way that an actual human being could, you know, just read the darn thing.

    And I am being told that thanks to Magical Moore, that soon computers will be able to do all we can and more. Riiight.

    The Go playing computer? Can it play Chess too? Can it tie its shoes? Can it walk around a room without bumping into things? Can it sort apples from pears?

    Get back to me when we have AI that can duplicate general intelligence.

    • #195
  16. Randy Webster Inactive
    Randy Webster
    @RandyWebster

    anonymous (View Comment):

    James Gawron (View Comment):
    I think you may be missing the fact that your evolution to a self-driving car superior to the mean human driver may be an evolutionary just-so story. The probability that everything will come together to form even your mean driver superior vehicle is far too remote to actually happen.

    Get back to me in 2025. Everybody who has bet against Moore’s law since 1965 has lost. With present-day sensors and compute power, autonomous vehicles are arguably already competitive with human drivers. By 2025, the sensors and compute power will have increased in capability by a factor of 16, while human drivers will be no better.

    I, for one, will probably be worse, as I’ll be in my early 70’s then.  I may welcome a self-driving car.

    • #196
  17. Randy Webster Inactive
    Randy Webster
    @RandyWebster

    kidCoder (View Comment):

    James Gawron (View Comment):

    anonymous (View Comment):

    James Gawron (View Comment):
    Remember Chess?

    Remember Go? This was a game that everybody expected to defy computer players for at least a decade into the future. In 2015, AlphaGo defeated 9-dan player Lee Sedol in a tournament match, and in 2017 it defeated Ke Jie, the number one ranked human player in the world. Human players now study innovative strategies developed by AlphaGo which no human player tried over millennia.

    It’s difficult to appreciate exponential growth. When compute power is doubling every two years, what’s absurdly impossible today will be easy five or six years from now.

    John,

    Go has fewer rules and fewer different pieces than chess. It is far less of a challenge.

    Deceptively simpler. The development between Deep Blue to the AlphaGo Zero represents a wholly different way of approaching AI, partially because Go is much harder than Chess.

    https://www.xkcd.com/1002/ :

    Computers aren’t mobile enough for Calvinball.  But then, there aren’t any rules, so maybe they don’t have to be.

    • #197
  18. Randy Webster Inactive
    Randy Webster
    @RandyWebster

    Larry Koler (View Comment):
    Well, I agree with anonymous here. This will incrementally come to us and we will take to it gladly because of the improvements to our lives. We needn’t pretend that because the perfect isn’t feasible right now (remember SDI’s crtitics) then we won’t see it ever.

    Just look at these cars that have position monitoring for cruise control. My daughter’s car is fantastic for that feature. I loved it. Also, I drove a rental recently that had a little light on the side mirrors that came on whenever someone was in my blind spot. My other daughter has a new Suburban that vibrates the side of the driver’s seat when someone approaches from either side in the rear.

    Then, think about how much we all already use our navigation systems in various forms. I was driving a few years ago into a new section of Redmond, WA (lot of new neighborhoods there) and using my GPS unit and I realized that I didn’t even know how to get out of the place because I hadn’t been paying attention to the route. It kind of freaked me out. Now I do this all the time and it doesn’t bother me at all.

    Hm.  Well, I use a map.

    • #198
  19. Stina Member
    Stina
    @CM

    This thread is absolutely astounding. 200+ comments on a Peth Post. Is this a first?

    • #199
  20. Hank Rhody Contributor
    Hank Rhody
    @HankRhody

    Randy Webster (View Comment):
    Computers aren’t mobile enough for Calvinball. But then, there aren’t any rules, so maybe they don’t have to be.

    That’s loser talk!

    • #200
  21. Mendel Inactive
    Mendel
    @Mendel

    Randy Webster (View Comment):
    Computers aren’t mobile enough for Calvinball. But then, there aren’t any rules, so maybe they don’t have to be.

    Of course Calvinball has rules! They just change every 2 minutes….

    • #201
  22. OccupantCDN Coolidge
    OccupantCDN
    @OccupantCDN

    Mendel (View Comment):

    Randy Webster (View Comment):
    Computers aren’t mobile enough for Calvinball. But then, there aren’t any rules, so maybe they don’t have to be.

    Of course Calvinball has rules! They just change every 2 minutes….

    No no… That would be too easy!

    They’re known to unknowable. As soon as you think you know a rule, its obsolete. So you can only know what where thought to be, not what actually is.

    • #202
  23. Randy Webster Inactive
    Randy Webster
    @RandyWebster

    OccupantCDN (View Comment):

    Mendel (View Comment):

    Randy Webster (View Comment):
    Computers aren’t mobile enough for Calvinball. But then, there aren’t any rules, so maybe they don’t have to be.

    Of course Calvinball has rules! They just change every 2 minutes….

    No no… That would be too easy!

    They’re known to unknowable. As soon as you think you know a rule, its obsolete. So you can only know what where thought to be, not what actually is.

    We’re approaching Rumsfeld territory.

    • #203
  24. WI Con Member
    WI Con
    @WICon

    Stina (View Comment):
    This thread is absolutely astounding. 200+ comments on a Peth Post. Is this a first?

    Yes but he still wouldn’t lower himself to actually join in and defend his reporting or premise. It’s a wash.

    • #204
  25. OccupantCDN Coolidge
    OccupantCDN
    @OccupantCDN

    WI Con (View Comment):

    Stina (View Comment):
    This thread is absolutely astounding. 200+ comments on a Peth Post. Is this a first?

    Yes but he still wouldn’t lower himself to actually join in and defend his reporting or premise. It’s a wash.

    Oh NO! it was the one rule you had to have known about! The fight club rule. Talk about it, and its over!

     

    • #205
  26. Kate Braestrup Member
    Kate Braestrup
    @GrannyDude

    anonymous (View Comment):
    With present-day sensors and compute power, autonomous vehicles are arguably already competitive with human drivers. By 2025, the sensors and compute power will have increased in capability by a factor of 16, while human drivers will be no better.

    I’ll guarantee you they are better drivers than I am. Can we have both? People who like to drive can have traditional vehicles, those who would just as soon knit and nap (or, for that matter, are too old or infirm to drive) can have the robot kind?

    • #206
  27. Kate Braestrup Member
    Kate Braestrup
    @GrannyDude

    OccupantCDN (View Comment):
    Maybe safer, but not better off.

    Its odd today, that with all the concern over the cost of medical treatments, that their is no concern for the victims of car accidents. If you remember when seat belts became mandatory to wear that medical costs increased because people who would have otherwise died survived. Unfortunately these lucky survivors didn’t walk away from their wreck – Most never walked again. Improving the safety of the car doesnt necessarily improve the outcome of an accident for the passengers in that car.

    My husband would have survived the accident that killed him had his cruiser been equipped with a side-impact airbag. Would he have been badly injured? Maybe. Crippled? Maybe. But he would have been able to see his children grow up, maybe meet his grandchildren. Not walking is bad. But it’s better than dead.

    • #207
  28. OccupantCDN Coolidge
    OccupantCDN
    @OccupantCDN

    Kate Braestrup (View Comment):

    OccupantCDN (View Comment):
    Maybe safer, but not better off.

    Its odd today, that with all the concern over the cost of medical treatments, that their is no concern for the victims of car accidents. If you remember when seat belts became mandatory to wear that medical costs increased because people who would have otherwise died survived. Unfortunately these lucky survivors didn’t walk away from their wreck – Most never walked again. Improving the safety of the car doesnt necessarily improve the outcome of an accident for the passengers in that car.

    My husband would have survived the accident that killed him had his cruiser been equipped with a side-impact airbag. Would he have been badly injured? Maybe. Crippled? Maybe. But he would have been able to see his children grow up, maybe meet his grandchildren. Not walking is bad. But it’s better than dead.

    My condolences. I didn’t mean to sound callous about such tragedies.

    • #208
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