Brad Askew

I am mostly curious on Twitter about the technologies that will make the world a better place for my children and their children.

[Brad Askew @brad47004137]

@OneKapitalist @paulg I think it’s the second one and also FOMO ( linked to your first one)

[Brad Askew @brad47004137]

@Berry_cooool Auto

[Brad Askew @brad47004137]

@blennon_ Pls send link

[Brad Askew @brad47004137]

@SawyerMerritt @KrestTest The scenario I’m interested in are tiny village roads near the beaches of Cornwall and Devon where it’s more about psychology than driving because you have three cars on a single lane road with hedges and you basically have a stand off as to who reverses first!

[Brad Askew @brad47004137]

@kylaschwaberow @mikhaele_ible Only four days like this to hit all time highs

[Brad Askew @brad47004137]

@CernBasher Great article. Is Austin a microcosm of everywhere? Including Tesla vs Waymo?

[Brad Askew @brad47004137]

@squawksquare @FullSendTSLA On balance, would you say the main impact is on the business or the stock price?

[Brad Askew @brad47004137]

@kylaschwaberow @elonmusk Keep the comments coming - my humour exactly but you always get there before me :)

[Brad Askew @brad47004137]

@garrytan He is risen indeed, hallelujah

[Brad Askew @brad47004137]

@elonmusk Are you cautiously expecting the autonomous vehicles field to look similar in a few years?

[Brad Askew @brad47004137]

@Teslaconomics Do you think they can scale sufficiently before Nvidia gets their software into BYD etc?

[Brad Askew @brad47004137]

@Teslaconomics Is that a demand for them this year given I think the company is still waiting on regulatory green lights all over the place?
Agreed, will be exciting when it happens.

[Brad Askew @brad47004137]

@TheSonOfWalkley Enough demand given the absence of regulatory green lights?

[Brad Askew @brad47004137]

@theallinpod But his holding time was mainly ‘forever’ so how can you use that advantage without trading?

[jimmah @jamesdouma]

No, this is not competition for FSD anymore than LEGO releasing a Space Shuttle kit is competition for the Falcon 9.

Nvidia has released multiple generations of ADAS development kits and tools for developing ADAS systems. These are not ADAS systems, they are tools to help get started developing an ADAS system. Nvidia has also produced multiple generations of hardware kits that can help a developer get started building the compute framework for an ADAS system using Nvidia silicon. An ADAS demo can be put together pretty quickly using these kits, but a production system cannot - the kit gets you 0.01% of the way to concept for a production system and it doesn't include most of the difficult to understand parts - it just shows what is possible. This latest kit apparently includes the a VLA as the core software architectural component. Using a VLA provides a lot of development advantages but VLAs are compute intensive and not, in their simple form, suitable for a production system.

It would be a good thing for the world if companies picked up these tools and started making a serious attempt to develop ADAS systems and I hope they do. If they were wildly successful they might start fielding them in 5 years and that could help Tesla to displace the billion plus human driven vehicles ten years from now. We need lots and lots and lots of autonomous capable vehicles and Tesla can't build all of them in any reasonable period of time.

There is no scenario in which a company building on top of this new development kit will even slightly dent Tesla's Robotaxi market opportunity. I wish it were that easy - building an FSD like system is still a technically challenging, resource intensive, and commercially fraught task. It's kind of a miracle that any company did it once. It's the thing I'm most grateful to Tesla for.

[Brad Askew @brad47004137]

@Teslaconomics Do you think nvidias autonomous driving project is a threat?

[Brad Askew @brad47004137]

@jchybow @wholemars I thought Elon was quite gentle and kind in the way he answered

[Brad Askew @brad47004137]

@jasondebolt I stole the line / idea from Mr Buffet actually.

[Brad Askew @brad47004137]

@jasondebolt 100% because they value the love and respect of those they love and respect not everyone else!

[Brad Askew @brad47004137]

@GrindeOptions What % does he need?