E9: Should Tesla Be Scared Of Nvidia's Self-Driving AI Chips?

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  • Опубликовано: 29 май 2024
  • Most investors think of #nvidia ( #nvda stock ) as a company that builds AI chips for data centers and PCs but I'm going to show you a very different application for them. While I was at NVIDIA GTC, I interviewed Danny Shapiro, NVIDIA's VP of Automotive and we previewed some of NVIDIA's latest developments in autonomous mobility and generative AI (think #chatgpt and #sora by #openai but for automotive applications). Executive interviews are a great way for investors to learn about the science behind the stocks and decide which AI and semiconductor companies could be the best stocks to buy now!
    » Top Stocks for 2024: • Top 10 Stocks to Get R...
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    » Simply Wall Street's Nvidia (NVDA Stock) Valuation: simplywall.st/stocks/us/semic...
    » Tesla (TSLA Stock) Valuation:
    simplywall.st/stocks/us/autom...
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    » Twitter: / tickersymbolyou
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    Timestamps for this special NVIDIA GTC Interview:
    00:00 Sensors for Full Self-Driving
    03:20 NVIDIA Blackwell for Auto
    07:02 Generative AI In-Car Assistants
    09:14 NVIDIA AI & Level 3 Autonomy
    12:53 NVIDIA Omniverse & Simulation
    Resources & References:
    » Nvidia's Breakthrough AI Chip Defies Physics (GTC Supercut): • Nvidia's Breakthrough ...
    » Automotive Update from GTC 2024: • Automotive Update from...
    » Nvidia GPU Advances: • NVIDIA'S HUGE AI Chip ...
    » Nvidia AI Advances: • NVIDIA'S HUGE AI Break...
    » OpenAI Dev Day: • OpenAI & Microsoft's H...
    » Google AI War: • The AI War Has Begun! ...
    🙏 Thanks for watching!
    Disclosures:
    All content on this channel is for informational purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Trading stocks, ETFs, other securities, and/or cryptocurrencies poses a considerable risk of loss. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. The content of this video is solely the opinions of the speaker who is not a licensed financial advisor or registered investment advisor. Should you need such advice, consult a licensed financial or tax advisor. When you make purchases through links in this video description, the author may earn a commission.
    See additional disclosures at tickersymbolyou.com/disclosures/
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Комментарии • 318

  • @TickerSymbolYOU
    @TickerSymbolYOU  Месяц назад +23

    Do you think we'll see self-driving cars by 2025 and if so, who will be the first to crack the code?

    • @RemoteSpeed007
      @RemoteSpeed007 Месяц назад +16

      Tesla 2025-6
      FSD 12.3.4 is already drives itself, while getting better every couple of weeks now.

    • @SamuelMM_Mitosis
      @SamuelMM_Mitosis Месяц назад +11

      @@RemoteSpeed007agreed, he’s saying how hard Urban environments are, and they can hopefully try it in the future. Tesla already pretty much solved it.

    • @CarstenHensch
      @CarstenHensch Месяц назад +10

      I just tried Teslas FSD 12.3.3 for 2.000 miles in Texas with much city traffic. They basically cracked it, even when they still need some updates (which happen fast).

    • @RemoteSpeed007
      @RemoteSpeed007 Месяц назад +4

      @@CarstenHensch Good job doing 2000 miles - wow. I only did about 4 hrs of driving and it's working great so far in Florida.

    • @RemoteSpeed007
      @RemoteSpeed007 Месяц назад +1

      @@CarstenHensch You seem to be the person to do a coast-to-coast test for no interventions on FSD - would make you famous.

  • @teendrivethrive796
    @teendrivethrive796 Месяц назад +53

    I bought Tesla stock in 2013 and Nvidia stock in 2014 as a hedge against self driving making auto insurance obsolete. I own an insurance agency. The hedge has worked incredibly well and self driving is still not here. I also own a Tesla and have been testing Tesla FSD 12.3.3 in some extremely challenging driving scenarios is Seattle. Is it perfect, no but sometimes I have 45 minute drives that make me feel like I hired a chauffeur to drive me around town. I believe Tesla’s switch to a neural network approach to training FSD is the most important leap forward in self driving. This could not have been accomplished with Tesla’s Dojo supercomputer alone. It wasn’t until Elon recently purchased enough chips from Nvidia that he declared we are “no longer compute constrained”. Tesla also has millions of hours of driving to feed into its Nvidia AI supercomputer and let machine learning work its magic. No other company has this massive real driving data and could be the advantage Tesla has over all other companies. Will Nvidia’s approach of a supercomputer in a car with multiple sensors beat Tesla’s neural network approach? I don’t really care, even though my insurance business will suffer, human drivers each year cause 1 million deaths, even more injuries, and billions of dollars in property damage. Let’s just solve FSD already. Lastly, if you haven’t tried Tesla’s FSD 12.3.3 you really don’t know anything about Tesla’s current FSD capabilities.

    • @MrBurwoodman
      @MrBurwoodman Месяц назад +2

      It’s nothing like FSD. It’s an assistance system which is small utility until level 4. Every OEM will have level 4 by 2027. Tesla is redundant like their workforce. The Musk effect

    • @250txc
      @250txc Месяц назад

      Who gives a F on what U say U did? lol ... U are probably a BOT. lol

    • @teendrivethrive796
      @teendrivethrive796 Месяц назад +7

      Why does it seem like passionate self driving fans are either Team Tesla or Team Nvidia. I’m Team Tesvidia. The real problem is human drivers are terrible, let’s just work together and solve the problem.

    • @KC-uw6ph
      @KC-uw6ph Месяц назад +2

      To correct you they have a billion miles of data. I think waymo who is 2nd has 40 mil. IMO Tesla will reach FSD first. But with ai and nvidia omniverse who can basically train it on synthetic data will come in 2nd. Of course real world data is always better, but you could probably simulate synthetic data for specialized scenarios. Also how easy would it be to create the modeling in Omniverse to train their cars in? On the other hand when ai is able to create long enough and accurate videos of people driving Tesla could use these to train their neural net data. Interesting time indeed. I do hope they partner up, win win for everyone.

    • @tashi282
      @tashi282 Месяц назад

      but that also doesn't mean what this guy said is final-it's all speculation now!

  • @JulianSnow
    @JulianSnow Месяц назад +20

    This content you're reporting on is so much grander than stock market gains. Really cool what this channel has become.

    • @TickerSymbolYOU
      @TickerSymbolYOU  Месяц назад +2

      I appreciate that!

    • @antalszabolcsdesign5189
      @antalszabolcsdesign5189 Месяц назад +1

      I agree 100%

    • @goldnutter412
      @goldnutter412 Месяц назад

      Digital twin for the win. Understanding where uncertainty grows lets us leverage asymmetry.
      As we dialed up fidelity of measuring the universe we found a limit, things start to approach infinity or uncertainty of precision without measuring.. and what Wolfram calls computational irreducibility. This path was inevitable..

    • @paelnever
      @paelnever Месяц назад

      Amazing that when this channel trow shit against nvidia calling it "AI bubble" their stocks rocket up to 970 and when he kisses the nvidia a** the stock drops down to 760. This fact doesn't talk bad about the company but everybody should consider things said in this channel.

    • @JulianSnow
      @JulianSnow Месяц назад

      @@paelneverI'm here for the product reporting, not the markets

  • @katherinehicock9452
    @katherinehicock9452 Месяц назад +6

    That was a great tour. Thank you

  • @cooljamesmom
    @cooljamesmom Месяц назад +2

    Thank you for sharing this info. You are appreciated.

  • @AP19327
    @AP19327 Месяц назад +22

    My biggest question is what is the decision-making process when they are getting conflicting data from radar/ultrasonics/cameras and how do they determine which is correct? Tesla ditched radar/ultrasonics due to this and it would be interesting to know if Nvidia cracked the code or if they are also dealing with these conflicts

    • @neototem4110
      @neototem4110 Месяц назад +3

      Using a multi-sensor suite for spatial resolution is what submarines and aircraft have been using for nearly 70yrs to my knowledge unless the Germans have some undiscovered WW2 underground base full of vehicles that already achieved this level of utilization prior. Tesla did not ditch everything from their sensor suite except cameras because of "conflicting data" lol
      No, they ditched it because they don't know how to make it work the same way they didn't know how to deliver the Cybertruck two years ago as initially promised. This thing where they came out Steve-Jobs-for-fake-signal-bars style and actually got their customer base to believe that "cameras" was all an algorithm needed to navigate "autopilot" functions was completely insane.
      That Tesla slammed right into a parked fire truck with lights flashing and plenty of size to obstruct background view. Driver killed.
      Cameras.

    • @HepCatJack
      @HepCatJack Месяц назад +2

      There was a plane that crashed some time ago because an instrument had been taped over during maintenance and the tape had not been removed. It provided data that contradicted what other instruments were saying. I suppose one algorithm could decide to go with the majority of the instruments and disregard the malfunctioning one under the reasoning that it was more likely that a single instrument was malfunctioning instead of the majority.

    • @pandoorapirat8644
      @pandoorapirat8644 Месяц назад

      more data the better - me data scientist

    • @meggi8048
      @meggi8048 Месяц назад

      @@pandoorapirat8644 only data necessary to make decision is necessary... more data = more noise = more latency = potential danger

    • @meggi8048
      @meggi8048 Месяц назад

      @@neototem4110 you realize that air and water have less action going on, thats not even comparable.
      germans have a undiscovered ww2 underground base? how would you know if its undiscovered?
      they ditched it because more data than necessary never works. musks philosophy is to remove parts, he does it everywhere. less parts = less failure possible. and nature does the same or why do only a few species have ultra sound? and when they do why do they have poor vision? why not have just everything super,... super hearing, super vision, super ultra sound, super muscle...? because everything super has costs and tradeoffs. only the minimum to make it work will prevail.
      tesla knows that, and everyone else will too, because even when other car makers will have similiar capabilities like FSD has now... they will cost much more. tesla will be the much cheaper option and work.
      humans drive with only 2 cameras for decades and are so far the benchmark...

  • @bjarnesegaard5701
    @bjarnesegaard5701 Месяц назад +8

    THanks for showing how Nvidia and others are working on autonomous driving.

  • @janicenagao7409
    @janicenagao7409 Месяц назад +5

    EXCELLENT VIDEO THANKS

  • @RemoteSpeed007
    @RemoteSpeed007 Месяц назад +1

    Good video - Did he give you an indication of when L3 could be expected?

  • @clavo3352
    @clavo3352 Месяц назад

    Very good video. Much relevant information. Autopilot variability per manufacturer is very market value important.

  • @anskey
    @anskey Месяц назад +1

    Great interview. Loving your content!!

  • @miikkasalavuo3015
    @miikkasalavuo3015 Месяц назад +2

    Thank you, great interview! I assume Nvidia Drive is using Soundhound for the voice assist part? Did you talk about other 3rd party companies involved?

    • @natpainter8185
      @natpainter8185 Месяц назад

      lota profits to split and nvdia is greedy

  • @girander
    @girander Месяц назад

    Will AV's - on top of the sensorinformation you talk about - take into account dynamic information on other traffic(position, speed, direction etc.), obstructions, traffic lights(redundant..) etc.?
    Ultimately vehicles should flow and adapt uninterrupted between other traffic etc.

  • @DavidMorris-uy5jb
    @DavidMorris-uy5jb Месяц назад +1

    Great video! A couple of years ago Mercedes Benz mentioned Brainchip as being intrinsically involved within their EQXX concept car. Do you have any knowledge of this continuing on?
    I believe the NVIDIA chip within the MB needs water cooling so I guess there are further wattage efficiencies that need to be overcome.

  • @girohead
    @girohead Месяц назад

    Hi neighbor, I'm in San Jose and was signed up to go to GTC but just caught parts on the web. I saw Danny present before and was already interested in Nvidia for autonomy, cars, and simulations. Everyone is only talking about AI, but that's a small subset.

  • @patharrington1375
    @patharrington1375 Месяц назад

    Great interview Alex thank you.

    • @TickerSymbolYOU
      @TickerSymbolYOU  Месяц назад

      cheers! 🍻

    • @jt-vj4sl
      @jt-vj4sl Месяц назад

      Another autonomous driving hype now Tesla can’t sell vehicles. It will be there eventually but not in times to save Tesla in short term. 10% Tesla employee cut was just first step they took yesterday.
      The next step is to have better leader at the company. Musk has been a distraction for this company. Both China and Russia needs him

  • @pubwik
    @pubwik Месяц назад +6

    i love how locked in and focused you are : great interview !

  • @bille2298
    @bille2298 Месяц назад +1

    Its funny on here your very serious and direct... BUT at the show you were very animated with your responses and almost over enthusiastic!! lol Great info regardless !!

  • @dreamphoenix
    @dreamphoenix Месяц назад

    Thank you.

  • @johnpottinger7645
    @johnpottinger7645 Месяц назад +1

    I bought NVIDIA back in August 2015 solely because of their work in self-driving chips. I profited from them, Mobileye and XILINX. The shares grew exponentially over the period and I reduced my holding significantly. With the benefit of foresight I would have held all 775 shares until now. As it stands I now own 124, bought for £1,613 in 2015, now worth £87,210 (5,304% growth). Good companies like NVIDIA and Tesla are not one trip ponies and if held over the longer term as part of a wider portfolio, are likely to bear fruit on a number of fronts.

  • @blackhorseteck8381
    @blackhorseteck8381 Месяц назад

    Nice interview, glad AV/ADAS tech is finally moving with the rebirth of Machine Learning.

  • @hunterdale3186
    @hunterdale3186 25 дней назад

    Thanks for the great videos!

  • @jimtexas68
    @jimtexas68 Месяц назад +3

    Costs to scale this will be epic. It will not see the light of day on a grand scale.

  • @cgsschaefer
    @cgsschaefer Месяц назад +9

    great. Shapiro really took time to explain ! nice

    • @TickerSymbolYOU
      @TickerSymbolYOU  Месяц назад +4

      Yeah, he was super generous with his time!

  • @yuval1588
    @yuval1588 Месяц назад

    2:40
    so it has radar, ladar and cameras? or are two of these terms the same thing?

    • @TickerSymbolYOU
      @TickerSymbolYOU  Месяц назад +1

      radar, LIDAR, and cameras are all separate kinds of sensors

  • @Youtuber_YusukeFromGermany
    @Youtuber_YusukeFromGermany Месяц назад +14

    What Ive learned now: Buy Tesla and Nvidia and call it a day

    • @girohead
      @girohead Месяц назад +1

      You're getting them on sale tomorrow.

    • @joechai6077
      @joechai6077 Месяц назад

      Time to buy

  • @catherinedavid2722
    @catherinedavid2722 Месяц назад

    Excellent 👌

  • @georgegale6084
    @georgegale6084 Месяц назад

    Great Stuff.

  • @dragonballz2560
    @dragonballz2560 Месяц назад

    Anyone know if these systems recognize different cars?

  • @JumpDiffusion
    @JumpDiffusion Месяц назад +3

    Good stuff 💪🏻

  • @marcelfekonja6354
    @marcelfekonja6354 Месяц назад +1

    Great video. I realy enyoyed. I recomend you since you was really intrested on NURO ti thriwing an eye on ARM also.

    • @TickerSymbolYOU
      @TickerSymbolYOU  Месяц назад

      I'm glad you enjoyed it and thanks for recommending me.

  • @nancygonzalez6788
    @nancygonzalez6788 Месяц назад

    Very interesting

  • @WanderingExistence
    @WanderingExistence Месяц назад +1

    YOU are a big value add!

  • @davidlemieux615
    @davidlemieux615 Месяц назад +3

    FSD is improving by leaps and bounds… when will NVIDIA be able to do something similar? I hope soon (I’m an investor in NVIDIA and Tesla).

    • @joechai6077
      @joechai6077 Месяц назад

      I actually tried to do some research on when will nvidia bring the system to actual roads but ended up not finding anything. I think it will take a few years, the nvidia guy said it will first start on highway driving and they will gradually take it to urban areas.

  • @charleswilliams-bu4ro
    @charleswilliams-bu4ro Месяц назад

    If an EP pulse knocks out the electronics, and say, the batteries driving the electronics are conked out for some reason, BUT the car battery is OK, can I still drive the car in the normal way?

    • @brian7android985
      @brian7android985 Месяц назад

      Of course not. That would be sensible. Got to have chips running everything!

  • @SuperAlijoon
    @SuperAlijoon Месяц назад +11

    There many video in your channel that “company .. Will change everything. “ The real change is rare and happens gradually. It’s better to be selective and not amplifying every single tech news. Cheers

    • @natpainter8185
      @natpainter8185 Месяц назад +2

      thank you

    • @johnoliver4199
      @johnoliver4199 Месяц назад

      Yes, exactly. And the idea that Tesla( Elon is electric/AI Jesus) also worries me when I get to enthusiastic about Elon- but thanks to him for supporting free speech) But I try to not be to much of Tesla fan boy. He is not infallible.

  • @jimidaly0
    @jimidaly0 Месяц назад

    Calling it now: Cars and buses with Blackwell stacks will be jacked for black market supercomputers.What a world!

  • @squfucs
    @squfucs Месяц назад +1

    nice video bro

  • @sergeyzelvenskiy5126
    @sergeyzelvenskiy5126 Месяц назад +3

    Nvidia does not have the data to train the model. They only can run rules-based solutions, which would not work.

  • @Getmule
    @Getmule 27 дней назад

    Thank you for the insight into detailed-oriented interview questions. I would like to ask if NVIDIA will accelerate computing by 1000 times, what would be the fate of quantum computing?In light of NVIDIA's potential to enhance computing speeds significantly, what implications might this have for the future landscape of quantum computing?

  • @davidlemieux615
    @davidlemieux615 Месяц назад +1

    Re comment on not being dependent on 5G comms… that’s smart but also bad news for GM’s effort cruise which heavily relies on this and will come to a halt in dead zones.

  • @syweiner434
    @syweiner434 Месяц назад

    1. How many watts does Nvidia car need?
    2. How much does it impact mileage,?

  • @keithcook3908
    @keithcook3908 Месяц назад +1

    Very interesting 🤔

  • @yuval1588
    @yuval1588 Месяц назад

    So Nvidia provides a simulation and the autonomous vehicle developers use it? How do they apply their own methods and algorithms on those simulations?

  • @Bham67
    @Bham67 Месяц назад

    I'm unclear on this intermediate stage of "shared driving responsibility". For example, you still need to be in the driver's seat and fully alert to apply emergency breaking if needed. Seems like by the time you realize the car is not stopping at the stop sign or red light it is too late. No way I'm getting in that car. I either want to fully control the drive or be 100% confident that the car can fully control the drive.

  • @davidlemieux615
    @davidlemieux615 Месяц назад +1

    Interestingly, should you wish to investigate, you will find an increasing number of advanced ADAS developers have announced they were dropping LIDAR and just using LIDAR to calibrate their camera systems… which is exactly what Tesla does (there are videos on RUclips showing just this).
    This avoids the “noise” they are finding when trying to merge several sources.
    It should be remembered that cameras have very high resolution relative to human eyes (other animals have better eyes than us).
    A nice demo was once done showing what we saw at late dusk relative to the Tesla cameras… it’s amazing how much more they see… add AI, as Google is great at doing, and night vision can be greatly improved. Just check out a Google Phones camera.
    If Tesla should add an additional sensor, it MIGHT be an IR sensor… but even that is hard to justify.
    It should be noted a great many animals have stunning image detection, just check out predators which hunt at night and things like owls and hawks.

  • @NikiK57
    @NikiK57 Месяц назад +1

    Thank you very much for the interview! This is very important stuff for people to understand. I can see all the time people shouting Tesla, Tesla, Tesla, when anyone even mentions self driving. But in reality - there A LOT of companies going for AI in cars. A lot of car makers are at level 2 autonomy. Does Tesla have any significant advantage over others? Why do people keep on thinking Tesla will be the top dog and lets say VW group, Mercedes, Ford, GM, Korean, Japaneese, Chineese car makers etc. will all fall behind heavily?

    • @carloorelli3538
      @carloorelli3538 Месяц назад +2

      Why do you even ask? Every single Tesla on the road is equipped with FSD chips and 8 cameras. 4 million veichles that have spent a decade sending data to be used to train Tesla AI. This is a gigantic advantage over anyone else. The closest competitor has a tiny fraction of the number of cars Tesla has

    • @NikiK57
      @NikiK57 Месяц назад

      @@carloorelli3538 and still Tesla is at level 2 and experts are saying its not the best 2nd level out there. Mercedes is tipping its toes into towards level 3 for example.

    • @chrisfpv7615
      @chrisfpv7615 Месяц назад

      @@NikiK57 Even the chinese have much better technology than tesla but none mentions it

    • @carloorelli3538
      @carloorelli3538 Месяц назад

      @@NikiK57 it all depends who the experts are. Building a FSD system relying on cameras only will allow the syste to be used on every car. 10K LIDAR can be good for FSD but means it is going to remain an élite extra only that goes against the idea that one day every car should be able to drive itself to avodi as many road deaths as possible

    • @GlobalMan-nr3hq
      @GlobalMan-nr3hq Месяц назад +1

      @@carloorelli3538 Tesla quietly went the Transformer architecture from v12 only. They are basically starting from square 1 more or less like the rest. Yes, their very real advantage is gobs of road data but Nvidia uses simulation for infinite combination scenarios and with Lidar for better night vision. If done right with real world data and fist class FSD LLM and Tesla remains static without any improvements, Nvidia can overtake Tesla. That's why Musk is showing the urgency and is eager to show the "lead" in Robotaxis by Aug (I wont hold my breadth though). That doesn't mean Nvidia will take lead but Nvidia now belongs in the same conversation.

  • @johnoliver4199
    @johnoliver4199 Месяц назад

    I personally would never drive ( ride) in full auto mode because as I get older I have noticed many humans go into “ nap mode” or if young into internet “ gab or game or sports or stock research mode” and there is always the “anomalous encounter”out there waiting no matter how much AI “learns” .augmentation too leads to similar result

  • @taijistar9052
    @taijistar9052 Месяц назад +1

    NVIDIA’s vision relies on Radar and LiDAR in addition to cameras. That technology is like Venmo uses and already level3. It is much more expensive than Tesla’s approach with only cameras, if Tesla can succeed.

  • @nenickvu8807
    @nenickvu8807 Месяц назад +7

    If Tesla doesn't have anything that can compete with the digital twin environment where millions of fully automated situations result in accidents and mistakes, it's going to get leapfrogged. In order to learn, the AI must make mistakes and learn from them. In fact, making mistakes may be just as important than learning to drive correctly and between the lines.
    Also digital twinning can also be used as a regulatory model, where AI is tested before it is certified as safe. It'd be up to the regulators to come up with the tests, but it's a great way to simulate the complexity of the real world and see how the AI responds.
    Lastly digital twinning might be a potential black box method where forensics can use the data to reconstruct the failure points and fault in accidents involving self driving cars. To be able to verify that the automated system is or isn't at fault is critical to developing better regulations and statistics regarding the safety of the technology.

    • @teendrivethrive796
      @teendrivethrive796 Месяц назад +1

      Will a digital twin outperform a neural network trained by billions of hours of real driving data? How does the digital twin learn about all the edge cases?

    • @nenickvu8807
      @nenickvu8807 Месяц назад +2

      @@teendrivethrive796 billions of hours of driving data, most of which is normal driving and cruising down the highway, doesn't teach an AI how to respond to a complex situation like a cop or construction worker directing traffic. Only by "experiencing" a million different scenarios in digital twinning can give and AI insight on how to not only how to take direction from a worker correctly, but also how to do it wrong and avoid going down that path.
      AI needs to also know how it can make mistakes, create dynamics where accidents can happen, and prevent and defend against situations where the probabilities of accidents go up. The training data you're talking about where everything is fine 99% of the time is inferior to training data where all possibilities and probabilities are accounted for, good and bad.

    • @teendrivethrive796
      @teendrivethrive796 Месяц назад +2

      Perhaps to solve FSD, a combination of real driving data and synthetic data will be the key. I think Tesla and Nvidia should team up like Marvel superheroes. 😊

    • @dannyy7654
      @dannyy7654 Месяц назад +1

      @@teendrivethrive796Simulations will prove itself as far more useful for reaching level 5.

  • @aaronscottmatthews7883
    @aaronscottmatthews7883 Месяц назад +3

    12:58 interior mapping is definitely going to be monetized

    • @pandoorapirat8644
      @pandoorapirat8644 Месяц назад

      This could be free. Buy only our expensive THOR GPU thats enough. Like the gaming market.
      Or borrow the THOR...

  • @Memyselfandi59057
    @Memyselfandi59057 Месяц назад

    Car that is an AI agent = Knight Rider. We’ve had that tech since the 1980’s.

  • @hohoh0
    @hohoh0 Месяц назад

    Would have liked to see you challenge him and ask for his thoughts on Tesla vision only strategy-why does Nvidia seemingly disagree and the rationale behind it. Food for thought!

  • @Tj-wc4hp
    @Tj-wc4hp Месяц назад +1

    You guys are describing the new ev nio car. Already comes with all these gadgets.

    • @chrisfpv7615
      @chrisfpv7615 Месяц назад

      They won't simply because it is Chinese.

  • @randomsitisee7113
    @randomsitisee7113 Месяц назад

    If going to theatres Is the use case then I am worried. Why not AI that actually tells driver about that preemptive repairs like mileage on the tires, AC filter, transmission health , etc provide real value rather than bs like finding movie theatres.

  • @christian15213
    @christian15213 Месяц назад

    great video

  • @dancover3624
    @dancover3624 Месяц назад

    For an AI ETF would you Peck QQQ m or do you have something better? I love your channel and you teach me a lot

  • @mjcapinto
    @mjcapinto Месяц назад +1

    Synthetic data isn't as good as real-world data, and sensors galore will increase costs significantly. Its great to see some competition between Nvidia and Tesla.

  • @ThomasTomiczek
    @ThomasTomiczek Месяц назад +2

    Nice - but as Tesla does not use it, it will be a fringe hope for tier 2 providers.

    • @raghuhiriyur
      @raghuhiriyur Месяц назад

      It is for other car companies

  • @purol7877
    @purol7877 Месяц назад

    We get this same self driving story for 10 years already

  • @rossmcintyre6548
    @rossmcintyre6548 Месяц назад

    Woah! 😂 Dude … this is like Bill and Teds Excellent Adventure

    • @rossmcintyre6548
      @rossmcintyre6548 Месяц назад

      Making fun of it … but actually a great episode … Good job

  • @dragonballz2560
    @dragonballz2560 Месяц назад

    I HAD to watch this twice. 😮

  • @maguilla
    @maguilla Месяц назад +1

    Wait for the raining day or snow day or very hot days any one of this elements will shut down the system.
    Second : this cars will be even more expensive, regular working class will never change if they don’t make this cars at $18,000 to $23,000 max.

  • @goldnutter412
    @goldnutter412 Месяц назад

    Uncertainty and asymmetry 👌

  • @olivermiller2013
    @olivermiller2013 Месяц назад +1

    To be honest: We have self-driving cars, when the car does not has a steering wheel anymore and this is the standard (lvl 4). We are talking about self-driving cars for years and it is still something you have to assist in certain moments - if you can. It is your responsibility. The technology is going further, but we do not have 100% self-driving cars yet. Let´s talk about assisting cars. This is the state of the technology today (lvl 2). If we are lucky, we see some prototypes with lvl 3 in 2025, but I´m not convinced to see it 100%. What is also concerning: A Blackwell costs more than an average car today. This has to change, otherwise you have not enough customers 😁.

    • @paulschaaf8880
      @paulschaaf8880 Месяц назад

      That's my thinking as well pretty much. When I can buy a car without windows or a steering wheel then self driving is a thing.

  • @JohnnyJaxmusic
    @JohnnyJaxmusic Месяц назад

    WOW!

  • @19daniellegut
    @19daniellegut Месяц назад

    Would you please make a video on AMD?

  • @user-jy1rw1ut2i
    @user-jy1rw1ut2i Месяц назад

    The masses take time to trust, learn and integrate technology in their day to day life. FSD could be out next year but it will be decade before it becomes widespread. The latest version of FST i understand is priced to $12000+ which could deter many like mums dropping their kids to school or going shopping to nearby store. For others it would be a trust issue. Dont we like to control things and our spouse! Would we fly in a fully self flying (FSF) plane. You got your answer

  • @midwestcannabis
    @midwestcannabis 24 дня назад

    I'm late! Now I listen 🎉🎉🎉🎉

  • @TheInfectous
    @TheInfectous Месяц назад +1

    I think self-driving cars are going to come out about 9 years earlier than fusion and fusion is "only 10 years away!"

  • @Bot101101
    @Bot101101 Месяц назад

    I would like to see your take on the new Destiny Tech100 fund. It seems interesting, but the volatility and valuation is a concern. All hype?

  • @BilichaGhebremuse
    @BilichaGhebremuse Месяц назад

    Could i use AI technology in mining with the help of robots so that the robot could mine and produce end productwith out human intervention

  • @Vancouver_Island_Guy
    @Vancouver_Island_Guy Месяц назад

    It's hard to comprehend how big nvidia will be in a year or 2. It will be surpassing apple and Microsoft in the near future.

  • @tumangeorange8388
    @tumangeorange8388 Месяц назад

    Behind the Polstar is Geely China which they state Polstar is the key foothold for Chinese EV step in United States markets. Good tech, but always the thing is the safety issue on chinese EV.

  • @leomoval
    @leomoval Месяц назад +4

    It's hard to be excited about Nvidia's tech when Tesla is so much more ahead. This is old news with Tesla

  • @mukamuka0
    @mukamuka0 Месяц назад

    In the gold rush, sell shovel. That's the Nvidia stance. They don't in it to make self driving car, they're in to make chip for self driving car

  • @Michael-il5wd
    @Michael-il5wd Месяц назад

    Near

  • @donovan1333
    @donovan1333 Месяц назад

    so what do you think? Should tesla be scared? Im looking at robo taxis. Is nvidia a player , leader? etc

  • @truebones
    @truebones Месяц назад

    wow

  • @christopherdennis6785
    @christopherdennis6785 Месяц назад

    My wife asked me, “did you hear about the self-driving taxi that hit a pedestrian in Texas?” I replied, really, did you hear about the 500 vehicle-pedestrian accidents last month involving humans running on “Neural Networks?”
    When a human driven car hits another, it’s an accident. If it’s an FSD car, it’s a lawsuit!

  • @powerfulldavinciinvestment3367
    @powerfulldavinciinvestment3367 Месяц назад

    OMG NVDIA.. i wish someone would have cover it before i went ballistic...oh wait..I did three years ago.

  • @angloland4539
    @angloland4539 Месяц назад

  • @joewilder
    @joewilder Месяц назад +2

    After watching many examples of Tesla's FSD, I would think it's going to take awhile for this system to be trained, and that's if you have good programmers to point it in the right direction.,

    • @brucemcintyre295
      @brucemcintyre295 Месяц назад +2

      It's not so much the "great programmers" as it is the billions of miles traveled with the system gathering data. As noted by others a full net-to-net model requires scads of sample quality data, and not just from simulations. You need to capture as many edge cases where humans provide the appropriate (and inappropriate) responses.

  • @jamessolomon8465
    @jamessolomon8465 Месяц назад

    Relevant for robot taxies as this is too much cost added and carried around for regular customers. Tesla has the right idea. They will add sensors to robo taxies the vehicles need to work in all conditions not for regular consumer cars.

  • @isaachunt5799
    @isaachunt5799 Месяц назад

    why i have invested in nvidia. make a ton of cash over the next 10 years.

  • @Phtang-phtang
    @Phtang-phtang Месяц назад +1

    Sounds very hypothetical and the hardware would be expensive

    • @TickerSymbolYOU
      @TickerSymbolYOU  Месяц назад +1

      Hypothetical? It's literally already on the road.

  • @omegaweapon1980
    @omegaweapon1980 Месяц назад

    Basically a wheeled AI robot you can ride in....

  • @VeteranWS
    @VeteranWS 28 дней назад

    can NVDA give Tesla run for the money?

  • @TreCayUltimateLife
    @TreCayUltimateLife Месяц назад

    I want you to perform a thought experiment. Think about where this all goes, where it ends up. It ends up with us creating a simulation of reality that is wholly indistinguishable from reality. We have already done this. You think The Matrix was a fictional movie?

  • @santiagoalmada4736
    @santiagoalmada4736 Месяц назад

    Elon said: radar and lidar is a waste of time and and too expensive...
    Pay attention..

  • @xef322
    @xef322 Месяц назад

    Nvidia's market cap is bigger than the whole energy sector in the S&P 500.😮 Let that sink in. Way overdue for correction ?

  • @FARBOLUOS
    @FARBOLUOS Месяц назад

    How much is one of this FSD delivery vehicles???

  • @Lightsydephil
    @Lightsydephil Месяц назад

    Tesla 12.3.4 FSD is flawless, beats any lidar, radar, sonar that already costs a fortune.

    • @TickerSymbolYOU
      @TickerSymbolYOU  Месяц назад

      Tesla FSD costs $12,000 so let's not pretend it's cheap. And it's far from flawless.

  • @silberlinie
    @silberlinie Месяц назад

    Does Danny Shapiro, NVIDIA's VP of Automotive,
    really believe that anyone in the auto industry
    will buy this bunch of sensor stuff from him?
    Where others are able to clearly show that
    cameras can make things easier, safer, cheaper
    and more universal?
    Danny Shapiro, NVIDIA's VP of Automotive, is
    putting his reputation and career on the line.

    • @TickerSymbolYOU
      @TickerSymbolYOU  Месяц назад

      Well, considering hundreds of automakers are already buying Nvidia's technology... yes

    • @silberlinie
      @silberlinie Месяц назад +1

      @@TickerSymbolYOU It would be great to see these sales
      numbers and which car companies they go to.
      I think that companies buy the Nvidea software to
      evaluate it against the 'real thing'.

  • @alihusainmd
    @alihusainmd Месяц назад

    Tesla made a design decision early designing their own chips as Nvidia chips were consuming too much energy. If you believe most cars are going to remain ice in the future Nvidia may be a good bet. If you think EV costs are going down and in the future most cars are electric they are way behind. Frankly biggest risk to Nvidia is companies will make ASIC chips for there particular needs and won’t need so much GPUs in the future

  • @dialac1
    @dialac1 Месяц назад +2

    Never underestimate how wrong you can be

  • @BilichaGhebremuse
    @BilichaGhebremuse Месяц назад

    I guess you got me Nikol Tesla said that and we will do it 50000galaies for each person in earth if we use the right about 9f 8ntelligence with the right perspective ..what i am say 8s good start up for car we will advance it for mining robots letter

  • @edwijaranakulaph.d.2010
    @edwijaranakulaph.d.2010 Месяц назад +2

    Why do I need my car to reserve a table at a restaurant for me? I drive an Audi A6 and there are already plenty of gadgets that I will never use…ever! 🙂🙂🙂

  • @paulschaaf8880
    @paulschaaf8880 Месяц назад +1

    Personally, I think self driving is a lot farther away than most people think. We're close to, if not already at the point where self driving works under ideal conditions. The problem is for it to be safe, it has to also work in the worst possible conditions and I think we're years if not decades away from that.

    • @pwells10
      @pwells10 Месяц назад +3

      You should sit in a Tesla and experience the latest V12 with your own eyes.

    • @TickerSymbolYOU
      @TickerSymbolYOU  Месяц назад +4

      I think the worst conditions are exactly why regulators will end up demanding different kinds of sensors.

    • @animation-recapped
      @animation-recapped Месяц назад

      “Years” “decades” did you just leave your cave? 😂

    • @brian7android985
      @brian7android985 Месяц назад

      Yeah, I will get one when it can drive me back from the pub down a winding UK moors road. Oh.. and avoid the sheep!

    • @mafuukan
      @mafuukan Месяц назад

      ​@@brian7android985no need to avoid the sheep then I guess :)

  • @BilichaGhebremuse
    @BilichaGhebremuse Месяц назад

    Using Anthroporhogenesis AI with robot like bionic robots so recreated them self mine and repair built and sent from planet to planet and from halaxy to galaxy easily so tha5 we wil reach all galaxies by the end of 2026 bro