Max Weinbach@mweinbach
I'm in the Nvidia Q&A with Jensen and someone just asked the difference between Alpamayo and Tesla FSD
Jensen said:
“As to your second question: Tesla’s FSD stack is completely world-class. They’ve been working on it for quite some time. It’s world-class not only in the number of miles it’s accumulated, but in the way it’s designed—the way they do training, data collection, curation, synthetic data generation, and all of their simulation technologies.
Of course, the latest generation is end-to-end Full Self-Driving—meaning it’s one large model trained end to end. And so… Elon’s AD system is, in every way, 100% state-of-the-art. I’m really quite impressed by the technology. I have it, and I drive it in our house, and it works incredibly well.
Alpamayo was designed around a different idea. The first difference is that NVIDIA doesn’t build self-driving cars—we build the full stack and the technology for everybody else to build self-driving cars. And we build—like we do for humanoid robotics—three computers: the training computer, the simulation computer, and the robotics computer, which is the self-driving car computer. We have software stacks across all of that.
Our customers can use all of it, some of it, or parts of it—whatever makes sense for them. And so we’re working with the entire industry—Tesla for their training system, Waymo for the car computer, and XPeng. Nuro—who I think just announced they’re going into the robotaxi business—with Lucid and Uber; and NVIDIA is part of that.
So our system is really quite pervasive because we’re a technology platform provider—that’s the primary difference. There’s no question in our mind that, of the billion cars on the road today, in another 10 years’ time, hundreds of millions of them will have great autonomous capability. This is likely one of the largest, fastest-growing technology industries over the next decade.
And the last thing we do is: we open-source everything. If a customer would like to use the model that we train, they’re welcome to do that. If they would like to use our model technology but train it themselves, we even help them do that. We’re not a self-driving car company—we just want to enable the world’s autonomous industry. Everything that moves should be autonomous.”
