This is not investment advice. The author does not hold any positions in the stocks mentioned in this article.
Comma.ai’s Encomium for Tesla and NVIDIA
Recently, Comma.ai, the force behind the open-source automated driving solution known as openpilot, has made waves by applauding its competitor Tesla, as well as NVIDIA, the leading supplier of computing GPUs. However, such praise does not extend to AMD, highlighting a significant industry preference.
Praise for Tesla’s FSD Version 13
drove around with Tesla FSD 13 this morning…if you haven’t tried it, it’s really good.@comma_ai should be there in 2 years. we are massively scaling up training compute and data ingestion; finally seeing improvements scale with those things.
come work here. pic.twitter.com/bTDlP1nHQH
— George Hotz 🌑 (@realGeorgeHotz) January 12, 2025
George Hotz, the president of Comma.ai, offered commendable remarks on Tesla’s Full Self-Driving (FSD) software version 13 after his recent experience. He described the latest iteration as “really good,” a sentiment that echoes the broader positive reception for Tesla’s advancements in autonomous driving technology.
Industry Comparisons and Future Developments
Hotz’s enthusiastic reaction aligns with broader analyses regarding Tesla’s FSD v13. Recent insights from RBC highlight that the latest version is achieving approximately 10,000 driving miles before requiring human intervention, a figure that trails behind Waymo’s 17,000 miles but signals substantial progress.
Elon Musk has ambitious plans to roll out a “completely autonomous,”unsupervised version of the FSD later this year, along with the eagerly awaited launch of the Cybercab in 2026. With these developments, Tesla’s roadmap appears to be on a promising trajectory.
Comma.ai’s Aspirations and NVIDIA’s Role
In his remarks, Hotz projected that Comma.ai will catch up to Tesla’s present autonomous capabilities within two years as the company significantly ramps up its compute resources and data processing efforts. This expansion aims to enhance their training efforts and improve operational outcomes.
lol we are buying NVIDIA. as cost sensitive as we are nobody at comma wants to deal with AMD.
— George Hotz 🌑 (@realGeorgeHotz) January 12, 2025
Interestingly, when AMD’s CEO, Lisa Su, was mentioned in connection with Hotz’s commentary, he reinforced Comma.ai’s decision to invest in NVIDIA’s higher-cost GPUs, stating, “nobody at comma wants to deal with AMD.”This sentiment mirrors the growing skepticism regarding AMD’s competitive stance in the AI GPU arena.
Recent evaluations from Wall Street analysts also reflect this shift: HSBC cautioned that “AMD’s AI GPU roadmap is less competitive than previously anticipated, limiting its presence in the AI GPU market.”Furthermore, Wolfe Research indicated that AMD may struggle to direct AI strategies effectively in 2025, raising concerns within the industry.
For further information, visit the original article here.
Related Articles:
AI CEO Claims Chinese DeepSeek Lab Boasts 50,000 NVIDIA H100 GPUs for Advanced AI Development
9:49
Zuckerberg Unveils $65 Billion AI Datacenter Investment Plan for 1.3 Million GPUs in 2025
19:34
Elon Musk Predicts Tesla Will Exceed $4 Trillion Market Cap, Surpassing NVIDIA Significantly
13:22
Leave a Reply