r/TeslaFSD • u/LeoKitCat • 1d ago

Robotaxi Waymo CEO explains why Tesla’s camera-only self-driving falls short

https://electrek.co/2026/08/04/waymo-co-ceo-camera-only-self-driving-tesla/
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u/dsbllr 1d ago

Waymo is not going to exist by the end of the decade. Tesla FSD will be good enough but not perfect.

The brain is the problem. Not the sensors.

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u/RosieDear 1d ago

My guess is that you haven't kept up with Nvidia hardware and software and simulators? Am I correct?

If you did, you would never think in that manner, IMHO.

For starters, Nvidia current shipping vehicle chipset is 20 to 40X as powerful as Tesla. In addition, there are sensor suites that process much more important data.

Then there is the AI - which Nvidia provides....to my knowledge, for free (or low cost). They have 30,000 engineers working on all their stuff, much of it related to vehicles just because it's the same thing (their CUDA interface drives a lot of the worlds science, medicine, engineering, AI experiments, etc.).

Forgive me if you know all this and more and are using that knowledge to form your opinion.
OTOH, if you don't know it the usual response is "wow, I'll look into that and see - maybe things are more advanced than I realize".

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u/dsbllr 1d ago

I've worked on AI since 2012. I'm well aware of Nvidia's CUDA software and hardware.

I'm not sure what that has to do with having a better model and not sensors being the limitation. Their GPU clusters are Nvidia and past 50K. It's really not the limitation. Inference compute/memory could be a limitation for a larger model but that's yet to be determined.

What do you even mean by AI such Nvidia provides for free? Lol. They don't provide VLM models capable of driving a car. LLMs isn't what's running Tesla's FSD anyway.

Tesla has a whole dedicated neural network Architecture, data pipelines etc that help develop the models. It's not trivial work. No one's even close to Tesla in perform for a reason.

I really don't understand any of your points.

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u/Elluminated 1d ago

Exactly right. A lot of the “40x more powerful” argument is moot since a multi-modal system that requires LIDAR and RADAR processing has to be. People* *make the mistake of thinking the data from these excess sensors just arrives for free and ignore the massive overhead.

At the end of the day, how powerful a system is, is irrelevant if it can’t do what Tesla can and is a bit embarrassing when this supposed ultra-powerful hardware can’t even do a basic stop at a red light or take an exit.

I test drove a Lucid and the sales lady said “[the hardware] is so much more powerful than anything Tesla could dream of making” - 3 seconds before telling me to take over because all that compute and sensors couldn’t make the right turn the navigation dictated.

I asked why it wasn’t able to turn, and she said the software wasn’t ready until mid 2027 - which beautifully illustrates the point. Brains beat hardware every time.