I'm joined by James Douma as we discuss Tesla's FSD hardware compared to Nvidia Drive AGX. View part 1 of this conversation,    • Tesla’s FSD Hardware Advantage w/ Jam...  .

James Douma on Twitter:   / jamesdouma  
James Douma Playlist,    • Revealed: Inside Tesla's FSD Neural N...  

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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💁🏻‍♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you need such advice, consult a licensed financial or tax advisor. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is long TSLA, LMND, SQ, and other stocks at time of original video publish date.

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