Comment by gradus_ad
I'd imagine Tesla's and Waymo's AI are at the forefront of spatial cognition... this is what has made me hesitant to dismiss the AI hype as a bubble. Once spatial cognition is solved to the extent that language has been solved, a range of applications currently unavailable will drive a tidal wave of compute demand. Beyond self driving, think fully autonomous drone swarms... Militaries around the world certainly are and they're salivating.
The automotive AIs are narrow pseudo-spatial models that are good at extracting spatial features from the environment to feed fairly simple non-spatial models. They don't really reason spatially in the same sense that an animal does. A tremendous amount of human cognitive effort goes into updating the maps that these systems rely on.