Musk Dismisses Near-Term Threat to Tesla’s FSD From Nvidia’s Autonomous Tech
Elon Musk downplayed competitive pressures from Nvidia's newly announced autonomous driving systems, suggesting Tesla's Full Self-Driving technology won't face meaningful challenges for at least five years. The Tesla CEO responded to comparisons on X by noting legacy automakers' slow adoption timelines for third-party solutions.
Nvidia CEO Jensen Huang struck a more conciliatory tone, praising Tesla's "world-class" FSD stack while emphasizing Nvidia's role as an AI platform provider rather than direct competitor. The exchange highlights the divergent approaches: Tesla's vertically integrated solution versus Nvidia's partnership model with traditional automakers.
Musk specifically targeted the difficulty of achieving the final 1% of autonomous capability - the so-called "long tail" problem that has stalled industry progress. His comments come as Tesla expands its robotaxi pilot programs in Austin and San Francisco, though these still require human oversight.