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Nvidia has been working on self-driving for 8 years, providing tools to legacy auto. Even Tesla used Nvidia for their car computer before developing their own. Nvidia can keep providing great tools to automakers, but I'm not sure legacy auto knows what to do with those tools.

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Whole Mars Catalog

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94,106 görüntüleme • 7 ay önce •via X (Twitter)

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NEWS: Nvidia has announced that they are partnering with General Motors on full self-driving. Nvidia CEO Jensen Huang: “Today, I’m super excited to announce that GM has selected Nvidia to partner with to build their future self-driving car fleet. We’re looking forward to building with GM on AI for manufacturing so they can revolutionize the way they manufacture, AI for enterprise so they can revolutionize the way they work, design and simulate cars, and also AI for in the car.”
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NEWS: Nvidia has announced that they are partnering with General Motors on full self-driving. Nvidia CEO Jensen Huang: “Today, I’m super excited to announce that GM has selected Nvidia to partner with to build their future self-driving car fleet. We’re looking forward to building with GM on AI for manufacturing so they can revolutionize the way they manufacture, AI for enterprise so they can revolutionize the way they work, design and simulate cars, and also AI for in the car.”

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NVIDIA CEO Jensen Huang today: “The Chat-GPT moment for self-driving cars has arrived. NVIDIA announced that they’re now expanding their self-driving partnership to BYD, Nissan, Hyundai, and Geely. Their automotive partners: • GM • Toyota • Mercedes-Benz • Jaguar Land Rover • Volvo • Rivian • Hyundai • BYD • Geely • XPENG • Polestar • NIO • Lucid • Li Auto • Nissan • Isuzu • Zeekr • Xiaomi • Stellantis Additionally, NVIDIA and Uber are partnering to launch a global network of Level 4 autonomous robotaxis, beginning in LA and San Francisco in early 2027 before expanding to 28 cities by 2028. The robotaxi race is well underway.

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Nvidia has just announced Alpamayo 2 Super, an open 34 billion parameter reasoning vision-language-action model designed to accelerate the development of autonomous vehicles. This new model combines the NVIDIA Cosmos 3 Super reasoning model with a 2 billion parameter diffusion-based action expert model, and is post trained with reinforcement learning. The model can return multiple outputs: future trajectory plans, reasoning traces, grounded answers to questions about the scenes, and auto label generation. The model weights are now available for anyone to download on Hugging Face, and the inference code has been posted to GitHub. Distilled models can be deployed commercially without any further permission from Nvidia, and model outputs carry no license conditions. Automakers can distill down a compact version of this model that can run on the Nvidia computer in the car. Major kudos to Nvidia and Jensen Huang for advancing the state of the industry by releasing this as an open model with permissive licensing. Jensen isn't just paying lip service to the idea of open models, Nvidia is actually contributing to the ecosystem — and it's great for their business, because it helps sell more Thor computers that go in the car. Anyone can go download the model and play with it. If you do, let me know what you think. Personally I think it's so cool that we have open weights models that are this advanced, for anyone to download.
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Nvidia has just announced Alpamayo 2 Super, an open 34 billion parameter reasoning vision-language-action model designed to accelerate the development of autonomous vehicles. This new model combines the NVIDIA Cosmos 3 Super reasoning model with a 2 billion parameter diffusion-based action expert model, and is post trained with reinforcement learning. The model can return multiple outputs: future trajectory plans, reasoning traces, grounded answers to questions about the scenes, and auto label generation. The model weights are now available for anyone to download on Hugging Face, and the inference code has been posted to GitHub. Distilled models can be deployed commercially without any further permission from Nvidia, and model outputs carry no license conditions. Automakers can distill down a compact version of this model that can run on the Nvidia computer in the car. Major kudos to Nvidia and Jensen Huang for advancing the state of the industry by releasing this as an open model with permissive licensing. Jensen isn't just paying lip service to the idea of open models, Nvidia is actually contributing to the ecosystem — and it's great for their business, because it helps sell more Thor computers that go in the car. Anyone can go download the model and play with it. If you do, let me know what you think. Personally I think it's so cool that we have open weights models that are this advanced, for anyone to download.

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Legacy automakers are in a very precarious position right now. They haven't yet figured out how to make compelling EVs profitably, so now many of them are starting to fall back on the gas products that do make them money, but this will put them even further behind in the future, which also means they will likely underinvest in self-driving capabilities and the best product for that (EVs). Ford is working on its "Universal EV Platform" designed to reduce costs, with the first vehicle with that aiming for a 2027 release, but it remains to be seen whether that plan will live up to its promise. I think we’re going to see a lot of consolidation across the legacy auto industry over the next few years. Many of these companies will struggle to catch up in self-driving because they spent years dragging their feet. At this point, self-driving is largely a software problem, and software is where most legacy automakers are weakest. Many still struggle with basic in-car UI and software updates, let alone building and iterating on full self-driving systems at scale (pretty much non-existent for them).
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Legacy automakers are in a very precarious position right now. They haven't yet figured out how to make compelling EVs profitably, so now many of them are starting to fall back on the gas products that do make them money, but this will put them even further behind in the future, which also means they will likely underinvest in self-driving capabilities and the best product for that (EVs). Ford is working on its "Universal EV Platform" designed to reduce costs, with the first vehicle with that aiming for a 2027 release, but it remains to be seen whether that plan will live up to its promise. I think we’re going to see a lot of consolidation across the legacy auto industry over the next few years. Many of these companies will struggle to catch up in self-driving because they spent years dragging their feet. At this point, self-driving is largely a software problem, and software is where most legacy automakers are weakest. Many still struggle with basic in-car UI and software updates, let alone building and iterating on full self-driving systems at scale (pretty much non-existent for them).

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Gary is as usual completely out of depth on this subject. For the last 10+ years we've seen automakers working with Nvidia, and we've seen the products they've come out with. They've been total garbage. While non-technical analysts like Gary continue to insist that "the competition is coming", Tesla remains the only product that I can actually buy to automate my day to day drives. Look past the marketing & hype and what investors are not being told is that there is no solution like FSD in the market. There is no competing product I can buy. FSD drives better and more smoothly than any other system, with a cost structure that is a fraction of anyone else. Tesla does more with less, and nobody else comes close. Let's stop trying to pretend this is an equal competition. We've seen Tesla's products and we've seen legacy auto's. Nvidia chips are fantastic, but it is absolutely naive to think that simply buying a car computer is enough to get you safer than human self-driving & autonomous robots.
13:29

Gary is as usual completely out of depth on this subject. For the last 10+ years we've seen automakers working with Nvidia, and we've seen the products they've come out with. They've been total garbage. While non-technical analysts like Gary continue to insist that "the competition is coming", Tesla remains the only product that I can actually buy to automate my day to day drives. Look past the marketing & hype and what investors are not being told is that there is no solution like FSD in the market. There is no competing product I can buy. FSD drives better and more smoothly than any other system, with a cost structure that is a fraction of anyone else. Tesla does more with less, and nobody else comes close. Let's stop trying to pretend this is an equal competition. We've seen Tesla's products and we've seen legacy auto's. Nvidia chips are fantastic, but it is absolutely naive to think that simply buying a car computer is enough to get you safer than human self-driving & autonomous robots.

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2027 7'0 🇫🇷 Hugo Facorat has had a strong season playing for Legacy (TX) Hugo has a ton of functional tools, he's athletic, can stretch it with real semblance of both fluidity+ ball handling reps. Went to HS in the states after developing in France, was a standout of mine during AGNT in 2024 Very raw for the time being but has a lot of projectable tools and the upside is rather high as he's taken more time to adjust to the states before going to the D1 level Offers from both Tulane and Cal. (hugo Facorat 🫆)

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Elon Musk: “You can always learn something from a competitor, but strategically, they(legacy automakers) are just headed in the direction of the dinosaurs. They are not headed for a good place - dinosaurs are not around anymore We are certainly going a very different path. Electric and autonomous driving has been blindingly obvious to me for 20 years plus We need to do what is sensible and logical. At Tesla, we are essentially creating the future, and it’s a good future.”

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24,559 görüntüleme • 2 ay önce