1
00:00:00,080 --> 00:00:03,600
NVIDIA just released an open 
source AI model for self driving

2
00:00:03,600 --> 00:00:06,560
cars. 
At CES 2026, Jensen Wang 

3
00:00:06,680 --> 00:00:10,920
unveiled Alpa Mayo, a 10 billion
parameter reasoning model that 

4
00:00:10,920 --> 00:00:14,000
can explain why it makes every 
driving decision and the first 

5
00:00:14,000 --> 00:00:17,880
production vehicle to use it 
will be the 2025 Mercedes-Benz 

6
00:00:17,880 --> 00:00:21,640
CLA, launching in the United 
States in the first quarter of 

7
00:00:21,640 --> 00:00:23,920
2026. 
It's a real You can buy it in a 

8
00:00:23,920 --> 00:00:27,960
few months with Nvidia's full 
self driving stack built in. 

9
00:00:28,040 --> 00:00:32,240
Jensen Wong called this the 
ChatGPT moment for physical AI, 

10
00:00:32,240 --> 00:00:35,360
the point where machines begin 
to understand, reason and act in

11
00:00:35,360 --> 00:00:36,920
the real world. 
And the question is whether 

12
00:00:36,920 --> 00:00:40,840
NVIDIA just leapfrog Tesla in 
the race to autonomous driving 

13
00:00:40,840 --> 00:00:44,720
by giving every other automaker 
access to technology that Tesla 

14
00:00:44,720 --> 00:00:47,200
has spent a decade developing in
secret. 

15
00:00:47,240 --> 00:00:49,840
Now, the technical specs are 
pretty good. 

16
00:00:49,920 --> 00:00:53,800
Nvidia's platform runs on two 
Drive 4 chips delivering over 

17
00:00:53,800 --> 00:00:58,840
2000 teraflops of compute power,
roughly 1000 trillion operations

18
00:00:58,840 --> 00:01:01,080
per second. 
Tesla's Hardware 4 is believed 

19
00:01:01,080 --> 00:01:05,360
to be in the few 100 tops range 
and mobilize upcoming a key 

20
00:01:05,360 --> 00:01:09,760
ultra is rated at 176 tops. 
Nvidia's offering five to six 

21
00:01:09,760 --> 00:01:13,080
times more processing power than
anyone else on the market. 

22
00:01:13,160 --> 00:01:16,560
They up IO model weights are 
available on hugging right now. 

23
00:01:16,560 --> 00:01:19,200
You can check them out yourself 
and the simulation framework is 

24
00:01:19,200 --> 00:01:21,800
on GitHub. 
NVIDIA released 1700 hours of 

25
00:01:21,800 --> 00:01:24,240
real driving data for anyone to 
use. 

26
00:01:24,320 --> 00:01:26,880
And in this episode we're going 
to be talking about what the 

27
00:01:26,880 --> 00:01:29,560
demo looked like, who's 
partnering with NVIDIA and why 

28
00:01:29,560 --> 00:01:33,240
this open source approach could 
change everything. 

29
00:01:33,280 --> 00:01:36,440
And we're right into that Right 
after this very short break, 

30
00:01:36,440 --> 00:01:39,480
NVIDIA demonstrated the system 
live in San Francisco. 

31
00:01:39,480 --> 00:01:42,440
The transportation editor from 
The Verge got a ride in a 

32
00:01:42,440 --> 00:01:46,400
Mercedes-Benz CLA equipped with 
Nvidia's Level 2 Plus system. 40

33
00:01:46,400 --> 00:01:49,040
minutes to the city traffic and 
the route included delivery 

34
00:01:49,040 --> 00:01:52,840
trucks, cyclists, pedestrians, 
four way stops, traffic lights, 

35
00:01:53,000 --> 00:01:55,640
double parked cars and 
unprotected left turns. 

36
00:01:55,720 --> 00:01:58,800
The car handled all of it 
without disengagements and 

37
00:01:58,800 --> 00:02:01,560
according to this, there were no
crashes and no hiccups during 

38
00:02:01,560 --> 00:02:04,400
the entire ride. 
They said that NVIDIA showed 

39
00:02:04,480 --> 00:02:07,520
would go toe to toe with Tesla's
Full Self driving under the most

40
00:02:07,520 --> 00:02:11,160
complex circumstances. 
That's a significant claim right

41
00:02:11,160 --> 00:02:13,000
now. 
Now, the demo showed specific 

42
00:02:13,000 --> 00:02:16,600
behaviors that suggests the AI 
is reasoning rather than just 

43
00:02:16,720 --> 00:02:18,640
pattern matching. 
At one point, the vehicle 

44
00:02:18,640 --> 00:02:20,520
approached an intersection 
blocked by a truck. 

45
00:02:20,520 --> 00:02:23,560
The NVIDIA system for a slow to 
let pedestrians cross then 

46
00:02:23,560 --> 00:02:25,880
executed a wide maneuver around 
the obstacle. 

47
00:02:25,920 --> 00:02:29,040
That kind of nuanced decision 
making, combining caution and 

48
00:02:29,040 --> 00:02:32,320
assertiveness the way a human 
driver would, is what the Epamio

49
00:02:32,320 --> 00:02:35,280
model is designed to produce. 
The AI uses chain of thought 

50
00:02:35,280 --> 00:02:38,000
reasoning, which means it 
generates a step by step 

51
00:02:38,000 --> 00:02:41,240
explanation of its logic before 
executing each action. 

52
00:02:41,240 --> 00:02:43,600
That internal monologue is not 
just for debugging them. 

53
00:02:43,680 --> 00:02:46,960
It's designed to help the system
handle rare edge cases by 

54
00:02:46,960 --> 00:02:49,840
explicitly reasoning about cause
and effect. 

55
00:02:49,880 --> 00:02:54,080
Tesla's FSD does not do this. 
Tesla's neural networks are 

56
00:02:54,080 --> 00:02:57,200
black boxes that produce outputs
without explanations. 

57
00:02:57,320 --> 00:02:59,440
The search strategy is also 
different from Tesla's. 

58
00:02:59,480 --> 00:03:02,040
Nvidia's platform supports 
cameras, radar, lidar and 

59
00:03:02,040 --> 00:03:04,440
ultrasonics, and a full 360° 
array. 

60
00:03:04,520 --> 00:03:07,680
Tesla famously removed radar 
from his vehicles in 2021, has 

61
00:03:07,680 --> 00:03:10,400
never used lidar, relying 
entirely on cameras for full 

62
00:03:10,400 --> 00:03:12,920
self driving. 
Nvidia's arguing that redundancy

63
00:03:12,920 --> 00:03:16,000
is necessary for safety, and the
demo vehicle used a combination 

64
00:03:16,000 --> 00:03:18,680
of cameras and radar to perceive
its surroundings. 

65
00:03:18,800 --> 00:03:21,840
Now this approach is safer and 
more robust than camera only 

66
00:03:21,840 --> 00:03:25,160
systems, especially in poor 
visibility or when objects are 

67
00:03:25,160 --> 00:03:27,240
occluded. 
NVIDIA has partnered with sensor

68
00:03:27,240 --> 00:03:32,000
suppliers like Eva, High C and 
Sony and RB to create a 

69
00:03:32,000 --> 00:03:35,400
validated ecosystem of hardware 
that works with its software 

70
00:03:35,400 --> 00:03:38,080
stack, and automakers can mix 
and match components without 

71
00:03:38,080 --> 00:03:41,120
worrying about compatibility. 
There's no walled garden for 

72
00:03:41,120 --> 00:03:41,920
this thing. 
Now. 

73
00:03:42,040 --> 00:03:44,120
I've been digging through the 
analytics of the show. 

74
00:03:44,160 --> 00:03:47,080
I've noticed 37% of you are 
following this right now. 

75
00:03:47,160 --> 00:03:48,440
And for you, I'm forever 
grateful. 

76
00:03:48,480 --> 00:03:50,240
Thank you so much for joining 
this community. 

77
00:03:50,280 --> 00:03:53,160
The other 63% of you haven't hit
the follower subscribe button. 

78
00:03:53,240 --> 00:03:56,760
And I'm going to tell you one 
thing that I think is really 

79
00:03:56,760 --> 00:03:58,480
important. 
Supporting independent 

80
00:03:58,480 --> 00:04:01,720
journalists is important in this
day and age because we used to 

81
00:04:01,720 --> 00:04:04,440
have people that would block 
everything. 

82
00:04:04,440 --> 00:04:06,800
We had the gatekeepers. 
Independent journalists like 

83
00:04:06,800 --> 00:04:10,480
myself, I've been doing this 
for, I don't know, 6-7 years and

84
00:04:10,480 --> 00:04:14,280
covering tech, Elon Musk, 
SpaceX, Space Flight, anything 

85
00:04:14,280 --> 00:04:15,680
like that, like any sort of 
tech. 

86
00:04:15,760 --> 00:04:18,399
I've been doing that for the 
last 6-7 years and I'm going to 

87
00:04:18,399 --> 00:04:20,040
continue doing it for the next 
10 years. 

88
00:04:20,160 --> 00:04:23,200
And all I need from you is 
literally one second of your 

89
00:04:23,200 --> 00:04:26,080
time, which is going to help the
show tremendously. 

90
00:04:26,120 --> 00:04:28,440
Hit the subscribe or follow 
button on whatever podcast 

91
00:04:28,440 --> 00:04:30,160
platform you're listening or 
watching on right now. 

92
00:04:30,200 --> 00:04:32,040
That's going to help me out 
tremendously and help out the 

93
00:04:32,040 --> 00:04:34,280
show and continue the growth of 
the show. 

94
00:04:34,320 --> 00:04:37,640
We've grown so much because of 
you and I can't wait to go to 

95
00:04:37,640 --> 00:04:40,560
this next part of the journey 
because of you. 

96
00:04:40,560 --> 00:04:42,400
Now. 
The partnership list is very 

97
00:04:42,400 --> 00:04:44,920
impressive. 
Mercedes-Benz is first launching

98
00:04:44,920 --> 00:04:48,680
the CLA with what they are 
calling MB Drive Assist Pro 

99
00:04:48,760 --> 00:04:51,840
capable of point to point city 
navigation under driver 

100
00:04:51,840 --> 00:04:54,960
supervision, and Huang said the 
CLA is safest car in the world, 

101
00:04:55,000 --> 00:04:58,040
sending its Euro NCAP 5 star 
rating. 

102
00:04:58,040 --> 00:05:00,920
Jaguar Land Rover has a multi 
year deal to use Nvidia's 

103
00:05:00,920 --> 00:05:03,680
platform for level 4 autonomy 
and future vehicles. 

104
00:05:03,760 --> 00:05:07,160
Lucid is in granting the full 
stack into upcoming models. 

105
00:05:07,240 --> 00:05:10,440
Uber is back in the autonomous 
vehicle game, working with 

106
00:05:10,440 --> 00:05:13,600
NVIDIA to potentially deploy 
robo taxis or automated delivery

107
00:05:13,680 --> 00:05:15,400
vehicles. 
The Tier 1 suppliers are on 

108
00:05:15,400 --> 00:05:18,720
board too. 
Bosch, ZF, Magna, and Quanta are

109
00:05:18,720 --> 00:05:21,800
all building electronic controls
and units around Nvidia's 

110
00:05:21,800 --> 00:05:24,000
architecture. 
That means car companies can buy

111
00:05:24,000 --> 00:05:27,000
pre integrated hardware from 
their existing suppliers and 

112
00:05:27,000 --> 00:05:30,120
just drop in Nvidia's system 
without building everything from

113
00:05:30,120 --> 00:05:32,000
scratch. 
I'm an open source advocate. 

114
00:05:32,080 --> 00:05:35,480
I love that Nvidia's doing this 
and the open source approach is 

115
00:05:35,480 --> 00:05:38,200
what makes this different from 
everything else in the market. 

116
00:05:38,280 --> 00:05:40,600
Tesla's full self driving 
software is entirely 

117
00:05:40,600 --> 00:05:42,760
proprietary. 
You can't buy it, you can't 

118
00:05:42,760 --> 00:05:44,480
license it. 
They're by giving it away. 

119
00:05:44,520 --> 00:05:46,920
You can't study it, we don't 
know how it works. 

120
00:05:47,000 --> 00:05:49,080
Mobilized technology is also 
proprietary. 

121
00:05:49,080 --> 00:05:51,920
Waymo and Cruz develop full self
driving stacks, but they use 

122
00:05:51,920 --> 00:05:54,280
them exclusively for their own 
robotaxi fleets. 

123
00:05:54,360 --> 00:05:57,400
NVIDIA is the first company to 
release a production grade 

124
00:05:57,400 --> 00:05:59,480
autonomous driving. 
EI is open source. 

125
00:05:59,600 --> 00:06:03,240
This is a clear bid to become 
the kind of like Android of 

126
00:06:03,240 --> 00:06:07,480
autonomy while Tesla continues 
to keep its FSD stack completely

127
00:06:07,480 --> 00:06:10,840
closed, similar to Apple. 
And the implication is that any 

128
00:06:10,880 --> 00:06:14,160
automaker without Tesla's decade
of in house AI development can 

129
00:06:14,160 --> 00:06:17,440
now get equivalent technology 
right off the shelf. 

130
00:06:17,600 --> 00:06:21,560
It's free, you get it, all you 
have to do is buy the parts and 

131
00:06:21,600 --> 00:06:23,640
build this software around it 
and you're good to go. 

132
00:06:23,640 --> 00:06:28,160
Now if Mercedes actually ships a
car in Q12026 that has similar 

133
00:06:28,160 --> 00:06:31,600
capabilities to Tesla's FSD, it 
is based on an open source 

134
00:06:31,600 --> 00:06:36,400
system any automaker can buy. 
It could commoditize level 2 

135
00:06:36,400 --> 00:06:39,120
plus autonomous systems. 
Advanced driver assistance would

136
00:06:39,120 --> 00:06:42,360
no longer be the secret sauce of
a few companies, would be a 

137
00:06:42,360 --> 00:06:45,120
feature any car maker can 
implement with Nvidia's help. 

138
00:06:45,160 --> 00:06:48,320
That puts pressure on Tesla, 
which has never faced an equal 

139
00:06:48,320 --> 00:06:51,200
capable rival system in 
production vehicles. 

140
00:06:51,280 --> 00:06:54,120
It also challenges Mobileye, 
whose business model depends on 

141
00:06:54,120 --> 00:06:56,400
being the dominant ADAS 
supplier. 

142
00:06:56,440 --> 00:06:59,880
Qualcomm announced new AI 
features for cars at CES, but 

143
00:06:59,880 --> 00:07:02,920
Snapdragon Ride platform is 
still significantly behind 

144
00:07:02,920 --> 00:07:06,320
NVIDIA in raw performance and 
NVIDIA laid out it that 

145
00:07:06,320 --> 00:07:09,560
compresses the timeline to 
widespread autonomy. 

146
00:07:09,600 --> 00:07:13,840
By mid 2026, they expect Level 2
plus urban and Hwy. driving with

147
00:07:13,880 --> 00:07:17,360
automated lane changes, traffic 
light recognition, and point to 

148
00:07:17,360 --> 00:07:19,960
point navigation. 
By the end of 2026, they plan to

149
00:07:19,960 --> 00:07:23,120
cover the entirety of the United
States in terms of operational 

150
00:07:23,120 --> 00:07:25,640
design domain and add autonomous
parking. 

151
00:07:25,640 --> 00:07:29,840
Late 2026 will bring a small 
scale Level 4 trial similar to 

152
00:07:29,840 --> 00:07:34,360
Waymo's early ROBO taxi pilots 
and by 2027 NVIDIA expects 

153
00:07:34,360 --> 00:07:36,400
partner robotaxi deployments to 
begin. 

154
00:07:36,440 --> 00:07:39,680
By 2028, they're targeting 
personally owned Level 4 

155
00:07:39,680 --> 00:07:43,240
vehicles and Level 3 hands off 
driveway and Hwy. driving into 

156
00:07:43,240 --> 00:07:46,120
production cars. 
That is an aggressive schedule. 

157
00:07:46,120 --> 00:07:48,480
It depends on regulatory 
approvals and the confidence of 

158
00:07:48,480 --> 00:07:51,200
automaker partners though. 
But the message is very clear. 

159
00:07:51,200 --> 00:07:54,520
NVIDIA is committing to rapid 
iteration and deployment of this

160
00:07:54,520 --> 00:07:57,440
open source software. 
Now, the business model is 

161
00:07:57,600 --> 00:08:00,000
significant. 
Nvidia's automotive division 

162
00:08:00,000 --> 00:08:03,560
currently generates about $600 
million in revenue, compared to 

163
00:08:03,560 --> 00:08:06,240
51 billion in their core AI and 
cloud business. 

164
00:08:06,360 --> 00:08:08,640
Now, if this works, every 
vehicle that uses Nvidia's 

165
00:08:08,640 --> 00:08:11,520
platform brings recurring 
revenue for chips, software 

166
00:08:11,520 --> 00:08:15,520
licenses and cloud services. 
NVIDIA also introduced the Rubin

167
00:08:15,520 --> 00:08:18,200
Platform, a new data center 
system for training autonomous 

168
00:08:18,200 --> 00:08:20,120
driving model. 
That means they capture value 

169
00:08:20,120 --> 00:08:22,120
both in the vehicle, in the 
cloud. 

170
00:08:22,240 --> 00:08:26,680
As fleets scale up, Jensen Wong 
said the goal is that someday 

171
00:08:26,760 --> 00:08:28,920
every car in every truck will be
autonomous. 

172
00:08:28,920 --> 00:08:32,039
NVIDIA is working toward that 
future with the foundation laid 

173
00:08:32,039 --> 00:08:35,600
out at CES 2026. 
They have made a strong case 

174
00:08:35,600 --> 00:08:39,000
that will make the key 
architectures of that future. 

175
00:08:39,080 --> 00:08:43,559
I think it's probably the best 
announcement at CES 2026 as far 

176
00:08:43,679 --> 00:08:47,480
as a regular person goes, as far
as automakers go, because 

177
00:08:47,480 --> 00:08:50,280
everybody uses a car, right? 
And if you have ever used Uber, 

178
00:08:50,320 --> 00:08:53,200
you know how important it is to 
get your car there on time and 

179
00:08:53,200 --> 00:08:54,360
also get you to where you're 
going. 

180
00:08:54,440 --> 00:08:57,160
But also, it's not the perfect 
system. 

181
00:08:57,240 --> 00:08:59,920
Once people are taken out of 
that equation and we can have 

182
00:08:59,920 --> 00:09:03,640
robotaxis and we'll have to work
with those robotaxis or work as 

183
00:09:03,640 --> 00:09:06,000
those robotaxis, it's not just 
going to be Tesla anymore. 

184
00:09:06,080 --> 00:09:09,040
People will be able to compete 
and NVIDIA is helping them. 

185
00:09:09,040 --> 00:09:11,440
So this is a strategic frame 
too. 

186
00:09:11,440 --> 00:09:14,760
Listen to this. 
Jensen said that Chet TBT is 

187
00:09:14,760 --> 00:09:17,280
similar to this, and he believes
this is the moment that 

188
00:09:17,280 --> 00:09:20,280
reasoning AI will do for robots 
and vehicles what large language

189
00:09:20,280 --> 00:09:23,960
models did for text. 
For us, the ability to explain 

190
00:09:23,960 --> 00:09:26,840
decisions is not just about 
debugging anymore. 

191
00:09:26,840 --> 00:09:28,960
Governments want this. 
They want to understand why an 

192
00:09:28,960 --> 00:09:31,400
autonomous vehicle made a 
particular choice before they 

193
00:09:31,400 --> 00:09:34,560
approve it for public roads. 
And by exposing that reasoning 

194
00:09:34,560 --> 00:09:38,320
trace, NVIDIA is addressing 
concerns about black box AI in 

195
00:09:38,320 --> 00:09:40,360
safety. 
Critical application regulators 

196
00:09:40,360 --> 00:09:44,120
and researchers can inspect how 
the system drives at each 

197
00:09:44,120 --> 00:09:47,520
decision, and that transparency 
can make NVIDIA powered vehicles

198
00:09:47,560 --> 00:09:51,040
easier to validate and certify 
than systems that cannot explain

199
00:09:51,040 --> 00:09:53,240
themselves. 
Now, the challenges are 

200
00:09:53,240 --> 00:09:55,720
absolutely real here. 
There's a lot of work to do. 

201
00:09:55,760 --> 00:09:58,640
Automakers traditionally want to
control their own stack. 

202
00:09:58,640 --> 00:10:02,120
Handing over the core driving AI
to NVIDIA means giving up a lot 

203
00:10:02,120 --> 00:10:04,800
of that control. 
But the presence of Mercedes, 

204
00:10:04,880 --> 00:10:08,480
JLR and Lucid on board suggest a
shift towards collaboration. 

205
00:10:08,480 --> 00:10:11,720
If the big players can do it, if
they jump on board, I mean 

206
00:10:11,720 --> 00:10:14,760
Mercedes come out now. 
Public acceptance will require 

207
00:10:14,760 --> 00:10:17,600
flawless safety records though. 
NVIDIA focus on safety, 

208
00:10:17,600 --> 00:10:20,640
including their Halos framework 
for validation and functional 

209
00:10:20,640 --> 00:10:23,080
safety is aiming at building 
trust with government. 

210
00:10:23,080 --> 00:10:26,080
The competitive response will 
also shape outcomes here. 

211
00:10:26,160 --> 00:10:27,880
And also they're building trust 
with the public. 

212
00:10:27,960 --> 00:10:31,880
They want you and me to feel 
comfortable in a car with NVIDIA

213
00:10:31,880 --> 00:10:34,240
stacks. 
Kind of Tesla opens parts of its

214
00:10:34,240 --> 00:10:36,200
stack. 
Or a mobile eye undercuts NVIDIA

215
00:10:36,200 --> 00:10:39,000
on cost. 
The market could go wild here. 

216
00:10:39,000 --> 00:10:42,040
NVIDIA also released ELPA SIM, 
which is an open source 

217
00:10:42,040 --> 00:10:45,080
simulation framework for testing
autonomous vehicles in virtual 

218
00:10:45,080 --> 00:10:47,120
environments. 
And this is cool because 

219
00:10:47,120 --> 00:10:50,000
engineers can create realistic 
scenarios with configurable 

220
00:10:50,000 --> 00:10:53,240
traffic, whether in sensor modes
that run the AI through edge 

221
00:10:53,240 --> 00:10:54,840
cases, without putting anyone at
risk. 

222
00:10:54,840 --> 00:10:56,600
They don't need an actual car to
do this. 

223
00:10:56,680 --> 00:11:00,280
It's going to be training the AI
on the infinite amounts of 

224
00:11:00,280 --> 00:11:02,600
situations that we could hit on 
the road. 

225
00:11:02,920 --> 00:11:04,920
Then they're going to run the AI
through edge cases without 

226
00:11:05,040 --> 00:11:09,000
putting any people in a vehicle.
The 1700 hours of driving data 

227
00:11:09,000 --> 00:11:13,440
released alongside it covers 
diverse graphical locations and 

228
00:11:13,440 --> 00:11:16,360
conditions, including rare and 
complex situations that are hard

229
00:11:16,360 --> 00:11:19,120
to capture a normal testing. 
Like just bad drivers. 

230
00:11:19,240 --> 00:11:21,120
You see them every day. 
You see a bad driver or you'll 

231
00:11:21,120 --> 00:11:23,600
see somebody who, this is a 
green light and they're on their

232
00:11:23,600 --> 00:11:25,360
cell phone for a while. 
You have to hog at them. 

233
00:11:25,400 --> 00:11:27,280
Those kind of things happen all 
the time. 

234
00:11:27,280 --> 00:11:30,640
But you can do this virtually so
nobody gets hurt, nobody gets 

235
00:11:30,640 --> 00:11:33,960
mad. 
So by providing both a simulator

236
00:11:34,040 --> 00:11:37,600
and real world data sets and 
videos, enabling what they call 

237
00:11:37,600 --> 00:11:40,800
a self reinforcing development 
loop, developers train models on

238
00:11:40,800 --> 00:11:44,280
a wide range of situations, test
them in simulation, and 

239
00:11:44,280 --> 00:11:47,040
continuously improve the system 
in all of this. 

240
00:11:47,120 --> 00:11:49,840
Which is crazy. 
It's public. 

241
00:11:49,880 --> 00:11:55,120
You and I can check it out. 
Alpa SIM ALPASIM is on GitHub. 

242
00:11:55,160 --> 00:11:58,320
The data is on a hugging face. 
We can check it all out. 

243
00:11:58,320 --> 00:12:00,600
The barrier to entry for 
autonomous vehicle development 

244
00:12:00,680 --> 00:12:04,200
just drops significantly. 
Test like it has some absolute 

245
00:12:04,200 --> 00:12:07,320
killer competition. 
NVIDIA has planted their flag. 

246
00:12:07,400 --> 00:12:10,880
The technology that only a few 
companies had access to is 

247
00:12:10,880 --> 00:12:14,000
beginning to be available for 
everybody. 

248
00:12:14,000 --> 00:12:17,000
Now this is going to be a 
crowded race here. 

249
00:12:17,080 --> 00:12:20,400
Every vehicle manufacturer has 
access to this and why would 

250
00:12:20,400 --> 00:12:24,080
they spend years developing 
their own from here on out when 

251
00:12:24,080 --> 00:12:26,560
they can just plug in NVIDIA 
stuff and then plug in some 

252
00:12:26,560 --> 00:12:28,840
sensors, plug in their own 
cameras, plug in their own 

253
00:12:28,840 --> 00:12:31,320
stacks of other things. 
It seems like a no brainer to 

254
00:12:31,320 --> 00:12:33,080
me. 
They're going to be not the 

255
00:12:33,080 --> 00:12:36,080
Apple, but they're going to be 
the Android of vehicles. 

256
00:12:36,080 --> 00:12:37,240
They're going to make so much 
money. 

257
00:12:37,240 --> 00:12:39,080
They're going to be selling 
their cloud services, their 

258
00:12:39,080 --> 00:12:42,040
sensors, their chips, etcetera. 
This is going to be so much 

259
00:12:42,040 --> 00:12:44,840
money for NVIDIA. 
I can't wait to see what happens

260
00:12:44,920 --> 00:12:47,200
in the future because one, I 
want to take a ride in this 

261
00:12:47,200 --> 00:12:49,000
thing. 
I want to see how great it 

262
00:12:49,000 --> 00:12:51,000
actually performs compared to a 
Tesla. 

263
00:12:51,080 --> 00:12:54,040
And two, just think about how 
easy it's going to be when you 

264
00:12:54,040 --> 00:12:56,320
need to go someplace and you 
don't actually have to own a 

265
00:12:56,320 --> 00:12:57,440
car. 
Any that's going to be great. 

266
00:12:57,520 --> 00:13:00,800
That's going to be 1 asset that 
doesn't depreciate when you 

267
00:13:00,800 --> 00:13:04,040
drive it off the lot. 
It's going to be democratization

268
00:13:04,120 --> 00:13:04,800
of driving.
