Alex Heath
speaker
672 appearances
6 recordings
1 series
first heard Oct 2025
last heard 3 Sep
Alex Heath’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 6 in all, peaking in Sep 2026 with 1.
Appearances
Note was it are you?
Is NVIDIA going really for Tesla in full self-driving and competing with Elon, who is a one of, if not, you know, top three or four biggest NVIDIA customers of GPUs, right?
Um and the read I got was actually that uh NVIDIA doesn't see autonomy as a business for itself in its own right, necessarily, right?
Because they're open sourcing the underlying model.
They're one
Wanting it to be a little bit more of like an Android-type approach where they work with a lot of different uh car manufacturers.
I think it's a way for them to get data, which Jensen talked about a lot on stage, and inform the way that they build future chips for their customers.
I think they do things like autonomy or robotics, not because they see those verticals as a business akin to selling GPUs, but
But because the more v specialized and vertical they go in certain domains, the more they learn and it's a flywheel that then informs the way that they develop their bread and butter.
And I think that's a thing about them that maybe is not more
broadly understood that I was just hearing from NVIDIA employees and other people in in the A V space last night is that uh
They're not actually coming for, you know, Waymo's lots here.
Uh and I thought that was pretty interesting.
Maybe the market understands what I was saying, just that it's not it's not gonna be a big business for them.
Uh, and then it's also early, right?
And they're they are behind Tesla tremendously in terms of like the data that that FSD has and all of the miles that Teslas have driven, uh, which Elon was quick to jump in and point out on XSL after the keynote.
The only other real fun piece of gossip here after day one at CS Ed is uh the timing of
That Jensen keynote.
And I don't know if you have to watch the whole thing.
Um, it was unusually rushed feeling, unusually like, I don't know, there were like technical difficulties.
Showing 281–300 of 672 · page 15 of 34
← Previous
Next →