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Roadrunner and Wile E Coyote
The never-ending chase (BSR Agency/Getty Images)
MEEP-MEEP

YouTuber runs a Tesla through a fake wall to poke a hole in its camera-only, no-lidar strategy

The Tesla ran straight into a wall painted to look like its surroundings. A non-Tesla with lidar stopped easily.

Jon Keegan
3/17/25 1:06PM

In the classic “Looney Tunes” cartoons, the Road Runner is constantly evading capture by the tireless Wile E. Coyote, who sets elaborate (and fruitless) traps to snare the clever bird. One of the most famous tricks Wile E. conjured was to paint a fake tunnel on a rock wall, hoping the Road Runner’s eyes would be fooled and he would smash into the wall.

It turns out this trick appears to work on Teslas.

Former NASA engineer turned YouTuber Mark Rober published a new video over the weekend that tests a camera-only Tesla against a lidar-equipped vehicle to see how the Tesla’s “autopilot” braking system responds to the optical illusion of a wall thats camouflaged to look like a seamless view of the road ahead.

About 10 years ago, as CEO Elon Musk was seeking to cut down on the costs of Teslas, he make a radical decision to use only visible-light cameras for monitoring objects in the road ahead, as opposed to the more costly, but more accurate, lidar systems. Lidar (light detection and ranging) — which is used on Alphabet’s Waymo self-driving cars — shoots out infrared lasers that can detect objects in the dark, through fog, and in other conditions that would obstruct visible light.

At the time, Musk defended his decision to go all in with visible light cameras by pointing to the power of AI to detect pretty much any object on the road, thanks to its firehose of training data, which it collects from millions of connected Tesla vehicles on the road.

But recent reports have called attention to what appear to be failings of the camera-only system in a series of accidents that have led to multiple injuries and even a death.

Rober’s video presents an easy-to-understand, powerful illustration of Tesla’s potential limitations when it encounters such obstructions in the road. Rober’s tests also showed that the camera-only system had a hard time seeing a dummy of a child in heavy fog and a deluge of water (which, to be fair, you would probably never experience unless you were driving under a waterfall, similar to the idea that you probably won’t encounter a wall thats painted to look like its surroundings).

Rober’s Tesla did stop safely in a few of his tests. It stopped when a stationary child dummy was in the center of the road in plain daylight, when the dummy popped out from behind a vehicle, and when the dummy was backlit with extremely bright floodlights.

Tesla has been on a downswing of late, as the stock has lost half its value in the past three months, sales are dropping alarmingly in Europe, and Musk’s DOGE side quest appears to be consuming all of his time and attention.

Tesla shares were down more than 5% today.

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BofA doesn’t expect Tesla’s ride-share service to have an impact on Uber or Lyft this year

Analysts at Bank of America Global Research compared Tesla’s new Bay Area ride-sharing service with its rivals and found that, for now, its not much competition for Uber and Lyft. “Tesla scale in SF is still small, and we dont expect impact on Uber/Lyft financial performance in 25,” they wrote.

Tesla is operating an unknown number of cars with drivers using supervised full self-driving in the Bay Area, and roughly 30 autonomous robotaxis in Austin. The company has allowed the public to download its Robotaxi app and join a waitlist, but it hasn’t said how many people have been let in off that waitlist.

While the analysts found that Tesla ride-shares are cheaper than traditional ride-share services like Uber and Lyft, the wait times are a lot longer (nine-minute wait times on average, when cars were available at all) and the process has more friction. They also said the “nature of [a] Tesla FSD ‘driver’ is slightly more aggressive than a Waymo,” the Google-owned company that’s currently operating 800 vehicles in the Bay Area.

APPLE INTELLIGENCE

Apple AI was MIA at iPhone event

A year and a half into a bungled rollout of AI into Apple’s products, Apple Intelligence was barely mentioned at the “Awe Dropping” event.

Jon Keegan9/10/25
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Jon Keegan
9/10/25

Oracle’s massive sales backlog is thanks to a $300 billion deal with OpenAI, WSJ reports

OpenAI has signed a massive deal to purchase $300 billion worth of cloud computing capacity from Oracle, according to a report from The Wall Street Journal.

The report notes that the five-year deal would be one of the largest cloud computing contracts ever signed, requiring 4.5 gigawatts of capacity.

The news is prompting shares to pare some of their massive gains, presumably because of concerns about counterparty and concentration risk.

Yesterday, Oracle shares skyrocketed as much as 30% in after-hours trading after the company forecast that it expects its cloud infrastructure business to see revenues climb to $144 billion by 2030.

Oracle shares were up as much as 43% on Wednesday.

It’s the second example in under a week of how much OpenAI’s cash burn and fundraising efforts are playing a starring role in the AI boom: the Financial Times reported that OpenAI is also the major new Broadcom customer that has placed $10 billion in orders.

Yesterday, Oracle shares skyrocketed as much as 30% in after-hours trading after the company forecast that it expects its cloud infrastructure business to see revenues climb to $144 billion by 2030.

Oracle shares were up as much as 43% on Wednesday.

It’s the second example in under a week of how much OpenAI’s cash burn and fundraising efforts are playing a starring role in the AI boom: the Financial Times reported that OpenAI is also the major new Broadcom customer that has placed $10 billion in orders.

Large companies have started to drop AI from their businesses

Census data shows drop in large companies using AI

AI appears to be everywhere, but that doesn’t mean big companies have fully embraced the use of the technology in their day-to-day business.

tech

Report: Microsoft adds Anthropic alongside OpenAI in Office 365, citing better performance

In a move that could test its fraught $13 billion partnership, Microsoft is moving away from relying solely on OpenAI to power its AI features in Office 365 and will now also include Anthropic’s Claude Sonnet 4 model, according to a report from The Information.

The move is a tectonic shift that boosts Anthropic’s standing, heightens risks for OpenAI, and has huge ramifications for the balance of power in the fast-moving AI field.

Per the report, Microsoft executives found that Anthropic’s AI outperformed OpenAI’s on tasks involving spreadsheets and generating PowerPoint slide decks, both crucial parts of Microsoft’s Office 365 productivity suite.

Microsoft will have to pay the competition to provide the services —Amazon Web Services currently hosts Anthropic’s models while Microsoft’s Azure cloud service does not, The Information reported.

OpenAI is also reportedly working on its own productivity suite of apps.

The move is a tectonic shift that boosts Anthropic’s standing, heightens risks for OpenAI, and has huge ramifications for the balance of power in the fast-moving AI field.

Per the report, Microsoft executives found that Anthropic’s AI outperformed OpenAI’s on tasks involving spreadsheets and generating PowerPoint slide decks, both crucial parts of Microsoft’s Office 365 productivity suite.

Microsoft will have to pay the competition to provide the services —Amazon Web Services currently hosts Anthropic’s models while Microsoft’s Azure cloud service does not, The Information reported.

OpenAI is also reportedly working on its own productivity suite of apps.

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