Tesla CEO Musk brushes off Nvidia self-driving competition

Tesla Inc. CEO Elon Musk (left) and Nvidia Corp. CEO Jensen Huang during the U.S.-Saudi Investment Forum at the Kennedy Center in Washington, DC, U.S., on Wednesday, November 19, 2025.
Stefani Reynolds | Bloomberg | Getty Images
Tesla’s It will take several years for Nvidia’s new autonomous vehicle models to pose serious competition to the company’s Fully Self-Driving (Supervised) technology, CEO Elon Musk said on Tuesday.
During the CES conference in Las Vegas on Tuesday, Nvidia CEO Jensen Huang announced Alpamayo, a family of open AI models for autonomous development.
Musk responded to this statement with a post from user X, who compared the system to Tesla’s FSD. Musk said it will take many years for autonomous driving technology to become much safer than human drivers.
“Legacy car companies won’t be designing cameras and AI computers in their cars at scale until a few years from now,” he said. to mail. “So maybe this could put competitive pressure on Tesla in 5 or 6 years, but it will probably take longer.”
Nvidia’s statement Alpamayo As a vision language action model that applies “human-like thinking” to self-driving systems to make decisions about rare or novel scenarios.
Billionaire said: separate X post He said on Tuesday that Nvidia would find it “easy to get to 99% and then very difficult to solve the long tail of deployment.”
Huang praised Musk’s FSD stack as “world-class” and “state-of-the-art.” Q&A on Tuesday.
But unlike Tesla, Huang said Nvidia is developing full AV stacks for other car companies rather than producing driverless cars themselves.
“Our system is actually quite widespread because we are a technology platform provider; that’s the key difference,” Huang said.
FSD has been central to Tesla’s long-term vision and revenue growth strategy.
The company launched a limited robotaxi service in Austin, Texas, last summer. Tesla also operates a ride-hailing service in San Francisco, but there is always a driver behind the wheel.
Although Musk has been promising driverless EV vehicles for more than a decade in question Last August, it was announced that the company was training on a new FSD model.


