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

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!

» Tesla (TSLA Stock) Valuation:

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:

🙏 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.

[TickerSymbolYOU]

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

[JulianSnow]

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

[teendrivethrive]

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.

[AP]

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

[bjarnesegaard]

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

[pubwik]

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

[johnpottinger]

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.

[girohead]

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.

[davidlemieux]

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).

[DavidMorris-uyjb]

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.

[SuperAlijoon]

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

[miikkasalavuo]

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?

[cgsschaefer]

great. Shapiro really took time to explain ! nice

[jimtexas]

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

[Youtuber_YusukeFromGermany]

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

[davidlemieux]

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.

[mjcapinto]

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.

[bille]

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 !!

[taijistar]

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.

[Bham]

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.