Wayve's Alex Kendall on Outlook For Self-Driving Car Software

Alex Kendall, Co-founder and CEO of Wayve joined Daybreak Europe after chipmaker Nvidia joined a one-billion pound funding round for the self-driving startup.
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[@hritet]

Tesla FSD version 12.6 soon anyone?... imho obvious question is, how do you compare to Tesla's current FSD version 12.3.4... Lol, how wide is your moat, that was pretty funny i must admit.

[@barconati]

It seems like they’re taking the same technical approach to autonomy as Tesla but relying on partners to help them train their model. (Tesla already has their own fleet of cars for training their model). Wayve are banking on automotive manufacturers purchasing/licensing self-driving capabilities from them instead of Tesla.

[@tinw1121]

The opportunity lies in the market/investors won't let Tesla become a monopoly in this industry.

[@Muricans1776]

Moat....more like shallow puddle....NVidia has $ to and will fund anyone that is not trying to launch their own GPU and decrease their TAM. All of the AI OEMs have designed and are laucnhing their own GPUs to reduce their reliance on NVidia.