Part 9/13:
Nvidia, a key supplier of autonomous hardware, recently shared sobering insights. Their automotive head stated that fully autonomous cars are unlikely to be widespread until well into the next decade. This timeline puts Nvidia's projections several years behind Tesla’s ambitions, emphasizing Tesla's current lead in developing safe, practical autonomous vehicles.
Tesla's approach to hardware upgrades remains cautious. Elon Musk has indicated that existing vehicles might not need hardware upgrades until FSD exceeds human driving safety on current platforms. This stance could delay mandatory hardware refreshes, but it also allows Tesla to maximize current investments while gradually deploying software improvements.