I'm joined by James Douma as we discuss Tesla's FSD hardware compared to Nvidia Drive AGX. View part 1 of this conversation, https://youtu.be/oWPqlRsPHjQ.

James Douma on Twitter: https://twitter.com/jamesdouma

James Douma Playlist, https://www.youtube.com/watch?v=iMtujONU_0I&list=PLfibpgBinf9R7KIedEU3y-YjrA63LSKHX

Timestamps

00:00 - Introduction

1:06 - Overview of Tesla FSD neural nets processes*

9:35 - Tesla's FSD chip

19:34 - Nvidia vs Tesla's self driving chip*

35:39 - Could Nvidia make a solution that competes with Tesla's FSD chip?*

41:00 - Mobile Eye's chip for vision and lidar

49:20 - Tesla's fleet advantage

56:20 - Barriers to other companies making a chip similar to Tesla's

1:05:40 - Tesla's last foot delivery

1:14:25 - Conclusion

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