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Sorry, but Tesla FSD has been doing this for years… so what’s actually new here??? Nvidia just announced Alpamayo at CES 2026, “the world's first thinking, reasoning, autonomous vehicle AI.

Teslaconomics

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768,093 views • 9 months ago •via X (Twitter)

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NVIDIA CEO Jensen Huang just announced the launch of: Alpamayo “the world's first thinking, reasoning model for autonomous vehicles”

NVIDIA CEO Jensen Huang just announced the launch of: Alpamayo “the world's first thinking, reasoning model for autonomous vehicles”

Pirat_Nation 🔴

50,683 views • 9 months ago

$NVDA CEO Jensen Huang just announced Alpamayo which he calls the world’s first thinking and reasoning model built for autonomous vehicles. By open sourcing the Alpamayo stack, Nvidia is pushing self driving forward as a category after years of work by thousands of engineers.

$NVDA CEO Jensen Huang just announced Alpamayo which he calls the world’s first thinking and reasoning model built for autonomous vehicles. By open sourcing the Alpamayo stack, Nvidia is pushing self driving forward as a category after years of work by thousands of engineers.

Shay Boloor

728,095 views • 9 months ago

Nvidia CEO Jensen Huang in new interview today on Tesla’s FSD: “I think the Tesla stack is the most advanced autonomous vehicle stack in the world. I’m fairly certain they were already using end-to-end AI. Whether their AI did reasoning or not in somewhat secondary to that first part.” Via Bloomberg with Ed Ludlow

Nvidia CEO Jensen Huang in new interview today on Tesla’s FSD: “I think the Tesla stack is the most advanced autonomous vehicle stack in the world. I’m fairly certain they were already using end-to-end AI. Whether their AI did reasoning or not in somewhat secondary to that first part.” Via Bloomberg with Ed Ludlow

Sawyer Merritt

1,200,638 views • 9 months ago

🚨 Nvidia CEO Jensen Huang just dropped a BOMB on Tesla’s autonomy 🔥 “Tesla’s stack is the most advanced autonomous vehicle stack in the world… I’m fairly certain they were already using end-to-end AI.” The guy powering the entire AI world just called Tesla #1. This isn’t hype. It’s straight validation. Robotaxi era is coming FAST 🚀🤖 #FSD #Tesla #Autonomy #AI #Nvidia

🚨 Nvidia CEO Jensen Huang just dropped a BOMB on Tesla’s autonomy 🔥 “Tesla’s stack is the most advanced autonomous vehicle stack in the world… I’m fairly certain they were already using end-to-end AI.” The guy powering the entire AI world just called Tesla #1. This isn’t hype. It’s straight validation. Robotaxi era is coming FAST 🚀🤖 #FSD #Tesla #Autonomy #AI #Nvidia

Rustavi

645,776 views • 6 months ago

NEWS: NVIDIA just announced Alpamayo, what CEO Jensen Huang calls the world’s first thinking, reasoning autonomous vehicle AI, launching on U.S. roads later this year, starting with the Mercedes CLA. Jensen: "It's trained end-to-end. Literally from camera in to actuation out; It reasons what action it is about to take, the reason by which is came about that action, and the trajectory." Alpamayo introduces Vision-Language-Action (VLA) models, which enable self-driving systems to interpret what they see, reason about complex driving scenarios, and generate driving actions. The platform includes large reasoning models, simulation tools for testing rare and edge-case scenarios, and open datasets for training and validation. NVIDIA says the approach improves transparency, safety, and robustness in autonomous systems, particularly in complex real-world environments, and supports progress toward higher levels of vehicle autonomy: "With a 10-billion-parameter architecture, Alpamayo 1 uses video input to generate trajectories alongside reasoning traces, showing the logic behind each decision. Developers can adapt Alpamayo 1 into smaller runtime models for vehicle development, or use it as a foundation for AV development tools such as reasoning-based evaluators and auto-labeling systems. Alpamayo 1 provides open model weights and open-source inferencing scripts. Future models in the family will feature larger parameter counts, more detailed reasoning capabilities, more input and output flexibility, and options for commercial usage."

NEWS: NVIDIA just announced Alpamayo, what CEO Jensen Huang calls the world’s first thinking, reasoning autonomous vehicle AI, launching on U.S. roads later this year, starting with the Mercedes CLA. Jensen: "It's trained end-to-end. Literally from camera in to actuation out; It reasons what action it is about to take, the reason by which is came about that action, and the trajectory." Alpamayo introduces Vision-Language-Action (VLA) models, which enable self-driving systems to interpret what they see, reason about complex driving scenarios, and generate driving actions. The platform includes large reasoning models, simulation tools for testing rare and edge-case scenarios, and open datasets for training and validation. NVIDIA says the approach improves transparency, safety, and robustness in autonomous systems, particularly in complex real-world environments, and supports progress toward higher levels of vehicle autonomy: "With a 10-billion-parameter architecture, Alpamayo 1 uses video input to generate trajectories alongside reasoning traces, showing the logic behind each decision. Developers can adapt Alpamayo 1 into smaller runtime models for vehicle development, or use it as a foundation for AV development tools such as reasoning-based evaluators and auto-labeling systems. Alpamayo 1 provides open model weights and open-source inferencing scripts. Future models in the family will feature larger parameter counts, more detailed reasoning capabilities, more input and output flexibility, and options for commercial usage."

Sawyer Merritt

1,605,230 views • 9 months ago

The fact that Tesla has created a Cybertruck 𝕏 account, which has never been done before for a Tesla vehicle, this most likely means the Cybertruck delivery event is imminent

The fact that Tesla has created a Cybertruck 𝕏 account, which has never been done before for a Tesla vehicle, this most likely means the Cybertruck delivery event is imminent

Teslaconomics

43,959 views • 3 years ago

Jensen drops Alpamayo at CES. Calls Tesla "the most advanced AV stack in the world." Elon responds: "That's exactly what Tesla is doing. Easy to get to 99%, super hard to solve the long tail." Also Elon: Tesla has spent ~$10B on NVIDIA hardware for training. The play no one's talking about: NVIDIA doesn't need to beat Tesla. They just need to arm everyone else. Mercedes, JLR, Lucid, Uber - all shipping Alpamayo. Open-source VLA. 1,700 hours of training data on HuggingFace. Jensen praises Tesla publicly while handing their competitors a turnkey autonomy stack. The house always wins.

Jensen drops Alpamayo at CES. Calls Tesla "the most advanced AV stack in the world." Elon responds: "That's exactly what Tesla is doing. Easy to get to 99%, super hard to solve the long tail." Also Elon: Tesla has spent ~$10B on NVIDIA hardware for training. The play no one's talking about: NVIDIA doesn't need to beat Tesla. They just need to arm everyone else. Mercedes, JLR, Lucid, Uber - all shipping Alpamayo. Open-source VLA. 1,700 hours of training data on HuggingFace. Jensen praises Tesla publicly while handing their competitors a turnkey autonomy stack. The house always wins.

Ben Pouladian

25,748 views • 9 months ago

🚨 NVIDIA Had CUDA. Is Tesla Building Its Own Inflection Point? NVIDIA spent years investing in CUDA before AI turned it into a massive advantage. Tesla has now traded sideways for about five years while spending heavily on FSD, Robotaxi, AI, energy, and Optimus. The comparison isn’t perfect, but it raises an interesting question: are investors judging Tesla before the payoff, or simply pricing in the risks? $TSLA $NVDA

🚨 NVIDIA Had CUDA. Is Tesla Building Its Own Inflection Point? NVIDIA spent years investing in CUDA before AI turned it into a massive advantage. Tesla has now traded sideways for about five years while spending heavily on FSD, Robotaxi, AI, energy, and Optimus. The comparison isn’t perfect, but it raises an interesting question: are investors judging Tesla before the payoff, or simply pricing in the risks? $TSLA $NVDA

Herbert Ong

20,320 views • 2 months ago

Here is a highlight clip from todays Cybertruck FSD v14.3 First Impressions Drive. This was a drawbridge interaction that I have been trying to capture for years. Check it out. Tesla AI

Here is a highlight clip from todays Cybertruck FSD v14.3 First Impressions Drive. This was a drawbridge interaction that I have been trying to capture for years. Check it out. Tesla AI

Chuck Cook

44,242 views • 6 months ago

It’s not going to be easy competing against Tesla’s Optimus. Just like no one’s been able to match Tesla’s FSD, this will be the same story. Only this time, it’s going to be even harder. Bc Tesla has everything integrated from AI training to hardware to real-world data, and Optimus is powered by the same FSD tech that’s already mastering real-world autonomy. No other company is this vertically integrated, it’s just that Tesla makes it look easy.

It’s not going to be easy competing against Tesla’s Optimus. Just like no one’s been able to match Tesla’s FSD, this will be the same story. Only this time, it’s going to be even harder. Bc Tesla has everything integrated from AI training to hardware to real-world data, and Optimus is powered by the same FSD tech that’s already mastering real-world autonomy. No other company is this vertically integrated, it’s just that Tesla makes it look easy.

Teslaconomics

99,840 views • 11 months ago

The Hype Bomb: Hyundai Motor Group has announced that Boston Dynamics will publicly debut its new Atlas humanoid robot at CES 2026 for the first time. Media Day will take place at CES on January 5, 2026.

The Hype Bomb: Hyundai Motor Group has announced that Boston Dynamics will publicly debut its new Atlas humanoid robot at CES 2026 for the first time. Media Day will take place at CES on January 5, 2026.

The Humanoid Hub

49,181 views • 9 months ago

I will be the first person in my family tree to own a vehicle of this caliber, the new Tesla Roadster will be next level

I will be the first person in my family tree to own a vehicle of this caliber, the new Tesla Roadster will be next level

Teslaconomics

231,740 views • 1 year ago

Just simple math from the GOAT: 20M cars a year by 2030, selling $50K a car, that’s $1T of revenue per year. Tesla has an operating profit of 30%, so $300B in operating income. Apply at 15X multiple, Tesla is worth $4.5T, excluding Optimus, Energy, Autonomous Driving and much more. Tesla is worth ~$500B today. This is a 9X from here to become the largest valued company in the world. 📈 $TSLA Elon Musk

Just simple math from the GOAT: 20M cars a year by 2030, selling $50K a car, that’s $1T of revenue per year. Tesla has an operating profit of 30%, so $300B in operating income. Apply at 15X multiple, Tesla is worth $4.5T, excluding Optimus, Energy, Autonomous Driving and much more. Tesla is worth ~$500B today. This is a 9X from here to become the largest valued company in the world. 📈 $TSLA Elon Musk

Teslaconomics

1,214,988 views • 3 years ago

Who else is developing AI-generated podcasts? 🤖 NVIDIA announced their new AI technology last night at CES, showcasing AI Agents and more! We’re excited for what’s to come from our very own AI-generated podcast tech stack, and The Agentic Report on Base 🎮🎙️

Who else is developing AI-generated podcasts? 🤖 NVIDIA announced their new AI technology last night at CES, showcasing AI Agents and more! We’re excited for what’s to come from our very own AI-generated podcast tech stack, and The Agentic Report on Base 🎮🎙️

METACADE

10,881 views • 1 year ago

This was the craziest part of the new Tesla Bot video, esp the autonomous corrective action capabilities. This is really next level.

This was the craziest part of the new Tesla Bot video, esp the autonomous corrective action capabilities. This is really next level.

Teslaconomics

418,103 views • 3 years ago

One of the biggest things Tesla FSD has changed for my family is how we use road trip time. A lot of parents ask me how my kids spend so much time learning, reading, and asking questions, and why we don’t load up our summers with endless camps. The truth is, some of our best learnings happen right in my Tesla. While Tesla FSD handles 100% of the driving, our road trips become productive family time. We bring books, laptops, and our curiosity on our rides. My kids read, learn new things with Grok, research topics they’re interested in, play educational games, and ask questions about the world around them. With Starlink keeping us connected anywhere, the car becomes literally a mobile classroom. What’s funny is that my kids are growing up thinking this is normal. To them, learning with Daddy while traveling down the highway feels completely natural. Years ago, road trips were mostly about getting from Point A to Point B. Today, they’re an opportunity for our family to learn, create, explore ideas, and spend quality time together. The combination of Tesla FSD, Starlink, computers, books, and AI has completely changed how our family travels.

One of the biggest things Tesla FSD has changed for my family is how we use road trip time. A lot of parents ask me how my kids spend so much time learning, reading, and asking questions, and why we don’t load up our summers with endless camps. The truth is, some of our best learnings happen right in my Tesla. While Tesla FSD handles 100% of the driving, our road trips become productive family time. We bring books, laptops, and our curiosity on our rides. My kids read, learn new things with Grok, research topics they’re interested in, play educational games, and ask questions about the world around them. With Starlink keeping us connected anywhere, the car becomes literally a mobile classroom. What’s funny is that my kids are growing up thinking this is normal. To them, learning with Daddy while traveling down the highway feels completely natural. Years ago, road trips were mostly about getting from Point A to Point B. Today, they’re an opportunity for our family to learn, create, explore ideas, and spend quality time together. The combination of Tesla FSD, Starlink, computers, books, and AI has completely changed how our family travels.

Teslaconomics

55,759 views • 3 months ago

Bro… it’s 2026 and you’re still driving manually? I just press a button, and I don’t even remember how I got to my destination. If it was legal to do so, I’d be 100% comfortable closing my eyes and taking a nap the entire drive. It’s just the honest truth, I’m not hyping anything. Tesla FSD is really that good now. Tesla FSD has now driven more than 8 billion real world miles, including more than 3 billion city miles. In Tesla’s latest safety data, FSD logged about 1 major collision every 5.3 million miles, which Tesla says is about 7x fewer major collisions than the U.S. average. On top of this, Tesla FSD delivers 7x fewer minor collisions and 5x fewer off-highway collisions than the average. It’s significantly safer than anything out there. This AI system is learning from millions of Teslas out in the real world, not from geofenced areas, like literally anywhere a Tesla can drive. Tesla’s vehicles use 360 degree camera visibility, over-the-air updates, and has a neural net that keeps making the system smarter, safer, and better over time, for all Teslas. The FSD experience is so good now that manually driving already feels like the distant past. And once you’ve lived with what so many Tesla owners get to experience every day, going back to any other car feels almost impossible.

Bro… it’s 2026 and you’re still driving manually? I just press a button, and I don’t even remember how I got to my destination. If it was legal to do so, I’d be 100% comfortable closing my eyes and taking a nap the entire drive. It’s just the honest truth, I’m not hyping anything. Tesla FSD is really that good now. Tesla FSD has now driven more than 8 billion real world miles, including more than 3 billion city miles. In Tesla’s latest safety data, FSD logged about 1 major collision every 5.3 million miles, which Tesla says is about 7x fewer major collisions than the U.S. average. On top of this, Tesla FSD delivers 7x fewer minor collisions and 5x fewer off-highway collisions than the average. It’s significantly safer than anything out there. This AI system is learning from millions of Teslas out in the real world, not from geofenced areas, like literally anywhere a Tesla can drive. Tesla’s vehicles use 360 degree camera visibility, over-the-air updates, and has a neural net that keeps making the system smarter, safer, and better over time, for all Teslas. The FSD experience is so good now that manually driving already feels like the distant past. And once you’ve lived with what so many Tesla owners get to experience every day, going back to any other car feels almost impossible.

Teslaconomics

16,734 views • 7 months ago

If insurance companies don’t adapt to Tesla FSD, they’re going to have a real problem. In 2024 at the Berkshire Hathaway shareholder meeting, Warren Buffett got asked, “Assuming Elon delivers on his fully autonomous driving goal. Elon said, if you’ve got at scale, a statistically significant amount of data that shows conclusively that the autonomous car has half the accident rate of a human driven car, I think that’s difficult to ignore. Assuming Elon succeeds in reducing accidents by 50% vs human drivers, wouldn’t auto insurance rates fall to reflect the reduced underwriting risks, thereby adversely impacting Geico’s revenues and float and perhaps margins, too?” His main response was, “Well, let’s just take the extreme example. Let’s say there are only going to be 3 accidents in the U.S. next year for some crazy reason… anything that reduces accidents is going to reduce costs… If accidents get reduced 50%, it’s going to be good for society and it’s going to be bad for insurance companies’ volume… but good for society is what we’re looking for.” I’ve followed Tesla closely for years and now the proof is impossible to ignore. Profiting from insurance is built on risk and FSD is systematically removing it. FSD has now crossed the data threshold that insurers can’t ignore. By 2026, Tesla FSD has logged over 10B+ real world miles from real human behavior, real streets, real weather, real chaos, and it’s materially more data than ANY company in the world has today. Tesla’s own safety reports show it clearly: • Human driven U.S. average: ~1M miles per accident • Tesla Autopilot: ~4.5M miles per accident • Tesla FSD engaged: ~7.5M miles per accident That’s a 7.5x safety improvement over human driving! If the risk is 7.5x lower, and your premiums you’re charging customers don’t change, something is wrong. Insurance pricing is supposed to reflect this risk. This is why today’s Lemonade announcement is a wake up call to insurance providers. When Lemonade announced it’s offering a 50% insurance discount when FSD is steering, they’re reacting to Tesla FSD data. Fewer crashes results in fewer payouts, period. This is what adaptive insurance looks like and thus why Tesla & Lemonade insurance has an advantage. They are adapting to real FSD data and real time risk, and adjusting the prices. All while traditional insurance companies are still using broad historical averages, falling behind and losing customers. Companies like GEICO, State Farm, and Allstate were built for a world where humans are driving, risk is random, and prices update slowly. I believe this era of insurance is ending. Even Warren admitted it in this video, saying cutting accidents in half is great for society, but BAD for insurance volume. Bc less risk means lower premiums and lower premiums mean less float and less float is the core of traditional insurance profits! If FSD adoption hits even 50% of Tesla’s fleet, I bet accident rates could drop 30-50% industry wide. That alone puts massive pressure on a ~$300B U.S. auto insurance market today. This is also why I believe Tesla insurance has a MAJOR advantage. Your premium is solely based on data. It uses real time vehicle telemetry, scores you based on actual driving behavior, and rewards your FSD usage directly and right away. In places like California, Tesla Insurance premiums for FSD users are already 20-30% cheaper than competitors. In some cases, safe drivers see up to 60% discounts. And in Texas, claims for FSD users are 40% lower than non-FSD drivers. The long term outcome is becoming obvious to me. Insurance companies that DO NOT adapt prices dynamically, use real time data, and recognize FSD’s safety advantage will most likely lose their best customers to companies that do. For Tesla owners, this is great news bc safer driving, esp using FSD will result in cheaper insurance, but for legacy insurers, this is an existential moment. You either adapt or risk getting left behind.

If insurance companies don’t adapt to Tesla FSD, they’re going to have a real problem. In 2024 at the Berkshire Hathaway shareholder meeting, Warren Buffett got asked, “Assuming Elon delivers on his fully autonomous driving goal. Elon said, if you’ve got at scale, a statistically significant amount of data that shows conclusively that the autonomous car has half the accident rate of a human driven car, I think that’s difficult to ignore. Assuming Elon succeeds in reducing accidents by 50% vs human drivers, wouldn’t auto insurance rates fall to reflect the reduced underwriting risks, thereby adversely impacting Geico’s revenues and float and perhaps margins, too?” His main response was, “Well, let’s just take the extreme example. Let’s say there are only going to be 3 accidents in the U.S. next year for some crazy reason… anything that reduces accidents is going to reduce costs… If accidents get reduced 50%, it’s going to be good for society and it’s going to be bad for insurance companies’ volume… but good for society is what we’re looking for.” I’ve followed Tesla closely for years and now the proof is impossible to ignore. Profiting from insurance is built on risk and FSD is systematically removing it. FSD has now crossed the data threshold that insurers can’t ignore. By 2026, Tesla FSD has logged over 10B+ real world miles from real human behavior, real streets, real weather, real chaos, and it’s materially more data than ANY company in the world has today. Tesla’s own safety reports show it clearly: • Human driven U.S. average: ~1M miles per accident • Tesla Autopilot: ~4.5M miles per accident • Tesla FSD engaged: ~7.5M miles per accident That’s a 7.5x safety improvement over human driving! If the risk is 7.5x lower, and your premiums you’re charging customers don’t change, something is wrong. Insurance pricing is supposed to reflect this risk. This is why today’s Lemonade announcement is a wake up call to insurance providers. When Lemonade announced it’s offering a 50% insurance discount when FSD is steering, they’re reacting to Tesla FSD data. Fewer crashes results in fewer payouts, period. This is what adaptive insurance looks like and thus why Tesla & Lemonade insurance has an advantage. They are adapting to real FSD data and real time risk, and adjusting the prices. All while traditional insurance companies are still using broad historical averages, falling behind and losing customers. Companies like GEICO, State Farm, and Allstate were built for a world where humans are driving, risk is random, and prices update slowly. I believe this era of insurance is ending. Even Warren admitted it in this video, saying cutting accidents in half is great for society, but BAD for insurance volume. Bc less risk means lower premiums and lower premiums mean less float and less float is the core of traditional insurance profits! If FSD adoption hits even 50% of Tesla’s fleet, I bet accident rates could drop 30-50% industry wide. That alone puts massive pressure on a ~$300B U.S. auto insurance market today. This is also why I believe Tesla insurance has a MAJOR advantage. Your premium is solely based on data. It uses real time vehicle telemetry, scores you based on actual driving behavior, and rewards your FSD usage directly and right away. In places like California, Tesla Insurance premiums for FSD users are already 20-30% cheaper than competitors. In some cases, safe drivers see up to 60% discounts. And in Texas, claims for FSD users are 40% lower than non-FSD drivers. The long term outcome is becoming obvious to me. Insurance companies that DO NOT adapt prices dynamically, use real time data, and recognize FSD’s safety advantage will most likely lose their best customers to companies that do. For Tesla owners, this is great news bc safer driving, esp using FSD will result in cheaper insurance, but for legacy insurers, this is an existential moment. You either adapt or risk getting left behind.

Teslaconomics

141,052 views • 8 months ago

I genuinely feel bad for anyone who hasn’t experienced Tesla FSD yet… Bc once you do, road trips are never the same. Instead of spending every second of a long drive focused on the repetitive parts of driving, I can actually take in the world around me. It’s completely changed the way I experience the journey. Tesla FSD is truly a steal at $99 per month, this technology is priceless.

I genuinely feel bad for anyone who hasn’t experienced Tesla FSD yet… Bc once you do, road trips are never the same. Instead of spending every second of a long drive focused on the repetitive parts of driving, I can actually take in the world around me. It’s completely changed the way I experience the journey. Tesla FSD is truly a steal at $99 per month, this technology is priceless.

Teslaconomics

20,594 views • 3 months ago