Tesla is Primed to Take the Lead in Autonomous Vehicles

Wednesday - July 12 2023, 03:26 UTC - 1 year ago

Ark Invest describe how compute and data are required for autonomous vehicles. Tesla have a vast amount of data and computation power to allow it to scale quickly compared to its competitors. This leads to Tesla having a vast advantage in the self driving market.

Ark Invest describes how compute and data are the keys to self driving (autonomy) vehicles. Tesla has both large amounts of compute and driving data, while Waymo and Cruise have 100 to 1000 times less driving data. Through massively parallel distributed computing, Tesla can now scale to 200x more compute than Waymo and Cruise. This compute, combined with the data Tesla already has on hand, allows it to have vast advantages in the self driving market .

Tesla also have access to geospatial mapping data which Google and Cruise do not have access to due to the fact that Tesla owns a large fleet of vehicles, doubling its data collection with each mile driven. Through this, Tesla has the capability to implement artificial intelligence and machine learning due to its compute and scope of data. With both the data and computational power to scale quickly, Tesla has the potential to take the lead in the self driving market .

Computer processing power is seen as the most important part for autonomous vehicle, with data second. This is due to the fact that run-time and energy consumption of the vehicle is also an important factor in its success. Waymo and Cruise, on the other hand, rely heavily on simulations of real world situations to gain data. This is of course, a more costly and often unreasonable way to gain data in comparison to what Tesla is capable of .

In conclusion, Tesla has a vast advantage in computation power and data compared to its competitors. With both the data and computation power to scale quickly, Tesla has the potential to take the lead in the self driving market.