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Nvidia is clearly riding the AI wave, but on the expectation that the demand for compute will keep increasing. As for Tesla, I thought the general consensus wa
by unbelonger 3y ago
Nvidia is clearly riding the AI wave, but on the expectation that the demand for compute will keep increasing.
As for Tesla, I thought the general consensus was that they are behind cruise, who are far behind Waymo on self-driving?
- thiago_fm 3y agoWaymo has self-driving ready and is operating in a few cities. It's a decade ahead of Tesla or Cruise (which just had some drama with their permits to operate because their software is crap.) We are in a world where self-driving is already a reality. It's just missing the scale aspect.
- whiplash451 3y agoWhere does the Tesla << Cruise come from? Tesla has the data moat, Cruise doesn't.
- thiago_fm 3y agoThe data from Tesla at present value is of lower value, as with our current hardware/software/AI knowledge, they can't clearly meaningful use of it to drive a car in complex traffic scenarios. Meanwhile Cruise use lidars which simplify a lot, because Lidars give out better data. It's still crap compared to Waymo, which can actually drive a car very well. Waymo has already won this battle. Ride a Tesla using FSD, Cruise and then Waymo, I'm sure you'll be surprised by how good Waymo is. Tesla's Data faces a similar situation to training a LLM with data from the internet, it will be utter garbage. But if you use less data, but good data + RLHF, you get better results.