YouSaid · the spoken record

Ali Kani

lines on the record: 72
first: 2026-07-13
most recent: 2026-07-13
sittings or episodes: 1
sources: podcast

Every line below is reproduced as it was said and linked to the record it came from. Nothing here is summarised or generated. Directory · Search · Corrections

“There's quite a few things we are planning. So, first of all, I think end of this year, we are rolling out our technology on the basically ADA side in all Mercedes vehicles and some other partners as well to all of the United States. And also basically starting for the next few years this technology we're trying to roll out to the rest of the world. And meanwhile, basically we are also working closely with NER, for example, Uber. We announced that in GTC, try to basically roll out OL4 basically kind of service in the next few years. It's super exciting. And on top of that, obviously, we are, again, ecosystem player. We are working with almost like OEMs. Right now, I would say 80% of the mass production OEMs are in NVIDIA's hyperion basically.”
2026-07-13 · Decoder with Nilay Patel · Yes, even Nvidia's head of automotive is fighting for compute · IDENTIFIED FROM THE TRANSCRIPT
“I'm very curious how that goes in Chicago, New York City, right? The question I have is the mainstream experience feels like you just buy a car and just like level two ADAS is kind of a commodity in cars now, level four will be a mainstream commodity in cars. You push the button and start driving itself. How far away do you think we are from that?”
2026-07-13 · Decoder with Nilay Patel · Yes, even Nvidia's head of automotive is fighting for compute · IDENTIFIED FROM THE TRANSCRIPT
“Yeah, that's way more. I think Waymo would. Is there going to be very flatter to hear them described as a mainstream experience? I will accept that for some subset of people in San Francisco, Waymo is a mainstream experience. I think for the vast majority of Americans, it is not yet. And that is the big turn, right, when can a Waymo work in the snow, when they're going to deploy them in Chicago? as somebody lived in Chicago for a long time.”
2026-07-13 · Decoder with Nilay Patel · Yes, even Nvidia's head of automotive is fighting for compute · IDENTIFIED FROM THE TRANSCRIPT
“From OEM perspective, it's a different competition landscape, but even basically on the OEM side, I think different regions have different kind of, well, one side is probably, you know, the China streets is also much more challenging as compared to the US streets. So to be able to, and the level four, I would sometimes call it zero one game. Either you have it or you don't have it. Actually, as of today, I think the only one who really have proven that L4 can be safely deployed to every customer without driver in a kind of size region without any limitation is still in US.”
2026-07-13 · Decoder with Nilay Patel · Yes, even Nvidia's head of automotive is fighting for compute · IDENTIFIED FROM THE TRANSCRIPT
“I actually don't think that's true. As you know, basically Waymo is already getting to everybody to L4 experience, at least in certain ODDs in San Francisco. And they're scaling pretty fast. And China is obviously a much more dynamic competing kind of market. And there's quite a few players there. But my experience in none of them has got to the maturity of Waymo, at least in San Francisco. But again, we're trying to help everybody in the ecosystem.”
2026-07-13 · Decoder with Nilay Patel · Yes, even Nvidia's head of automotive is fighting for compute · IDENTIFIED FROM THE TRANSCRIPT
“Absolutely. Well, first of all, we try not to basically, for the production model, we try not to basically fork it as much as we can. But there will be basically original kind of a difference. So the model will behave differently in different regions based on the input. And some of the things are what we call the counter-coded. So you have to obviously the rules are quite different in different regions in Europe as compared to US. Some adaptation is required. And some parameters are different as well. Yeah, so it's quite an interesting journey trying to scale the technology into definitely different parts of the world.”
2026-07-13 · Decoder with Nilay Patel · Yes, even Nvidia's head of automotive is fighting for compute · IDENTIFIED FROM THE TRANSCRIPT
“Does that mean that regional variants of the models have different capabilities or they're better at different things? Because if the input data is different, it seems like maybe the output will be different as well.”
2026-07-13 · Decoder with Nilay Patel · Yes, even Nvidia's head of automotive is fighting for compute · IDENTIFIED FROM THE TRANSCRIPT
“Oh, yes, of course. So we have to live with the original basic. Actually, not only China, actually other regions have restrictions as well. For example, Europe has certain regulations regarding data. And so we are conformed to all the kind of local kind of regulation to make sure we are compliant to all the basic regulations we need to be compliant to at different regions.”
2026-07-13 · Decoder with Nilay Patel · Yes, even Nvidia's head of automotive is fighting for compute · IDENTIFIED FROM THE TRANSCRIPT
“By supplying them basically simulation tools and we are working with them on open source models, Cosmos and AMIO. And then basically we can on one hand we can help them to get their models better. On the other hand, we can also learn from the competition in the China market. Obviously, we are also working very closely with the rest of the world, basically OEMs, and try to supply our NVIDIA basically platforms and at different layers to different OEMs and help them to be successful as well. So again, we don't pick winners and we try to basically work with everybody. And the mission is super clear. And we try to make AV this vision become reality as soon as possible.”
2026-07-13 · Decoder with Nilay Patel · Yes, even Nvidia's head of automotive is fighting for compute · IDENTIFIED FROM THE TRANSCRIPT
“Well, basically, I certainly believe the policymakers, they have their reasoning and basically rationale to make the policy as we see right now. And as NVIDIA, again, we are open ecosystem player. We still have a lot of customers in China. We try to basically help this. For example, we are still supplying actually in-car inference chips because they are still basically below the, let's say, the threshold of basically what GPU is allowed to sell in the China market. And then basically we are also working with all the Chinese OEMs. Actually, not all of them, obviously, but quite a few of them to help them on the infrastructure.”
2026-07-13 · Decoder with Nilay Patel · Yes, even Nvidia's head of automotive is fighting for compute · IDENTIFIED FROM THE TRANSCRIPT
“Well, actually, no, not myself. My team definitely has. And I'm looking forward to have that conversation with them. Actually, I would like to, you know, anyway, so as I said, much of this is just basically science and basically reasoning. So it's good to hear their view as well.”
2026-07-13 · Decoder with Nilay Patel · Yes, even Nvidia's head of automotive is fighting for compute · IDENTIFIED FROM THE TRANSCRIPT
“for both Space Act and Tesla in the GPU computer side. And we're supporting him and his team to make sure they're successful. And for level four, essentially, I think it's more open, I would say, because obviously there's an established players that have proven who are already basically like Waymo, who are doing basically already taking customers to really experience the L4 kind of experience using the methodologies they use and Tesla is probably still trying to find the path there. And again, we don't try to pick winners, but we try to help everybody to be able to develop that technology. And our mission is really try to make the AV ecosystem get to this vision of every my or everything moves that need to be will be autonomous this kind of vision become becomes reality”
2026-07-13 · Decoder with Nilay Patel · Yes, even Nvidia's head of automotive is fighting for compute · IDENTIFIED FROM THE TRANSCRIPT
“So there's two level of answer, I guess, to this question. And obviously basically for the basic L2++, basically the technology, Elon is probably ahead of everybody, essentially. He has a division a long time ago, and he has stick to the vision for a long time to be able to and develop and test the technology among massive fleet. Nobody would argue that Elong is ahead of everybody in the L2 or basically ADAS kind of market. And everybody is playing a catch-up game, essentially. And we are very happy. Actually, Yorang is so successful and also obviously Elong is a big customer for us as well.”
2026-07-13 · Decoder with Nilay Patel · Yes, even Nvidia's head of automotive is fighting for compute · IDENTIFIED FROM THE TRANSCRIPT
“ODD is basically applicable basically domain. You can deploy the technology. Obviously, we have done quite a bit of analysis on this. Based on our current understanding and the framework we do this analysis, we believe that to deploy this Alpha technology in all the ODDs that our customer can benefit from, it's much better to have LIDA as compared to not having it.”
2026-07-13 · Decoder with Nilay Patel · Yes, even Nvidia's head of automotive is fighting for compute · IDENTIFIED FROM THE TRANSCRIPT
“Short answer is yes. We believe that LIDA is the important sensor to provide the safety and the redundancy required for level 4 autonomy. But on the other hand, it's difficult to say it's 100% necessary. We believe this is a very much feasible path to based on, as I said, hyperintendent high sensor configuration to get to really high level of both urban and highway level four capability. On the other hand, theoretically, people can prove out with massive mileage essentially to say that LIDA may not be necessary, but it will come with the ODD limitation, essentially.”
2026-07-13 · Decoder with Nilay Patel · Yes, even Nvidia's head of automotive is fighting for compute · IDENTIFIED FROM THE TRANSCRIPT
“Actually, to be more the current generation soar based kind of computer platform. But just imagine basically you have a car really can drive by itself. We believe with this sensor set and this computer basically architecture, we can get to that level of autonomy which can basically justify the cost.”
2026-07-13 · Decoder with Nilay Patel · Yes, even Nvidia's head of automotive is fighting for compute · IDENTIFIED FROM THE TRANSCRIPT
“sufficient necessary kind of sensor set to achieve high level of autonomy so in hyperinte for example we really offer two versions one is a base which is mostly camera 10 camera 3 radar no lighter and you know it's a very cost effective way to build a basically kind of L2+ that's kind of vehicle and on the other hand for the high end of what we call the hyperion high we provide basically you know the sensors that required which have like I think 14 camera and three lighters and basically seven radars essentially to be able to drive have enough sensory redundancy to be able to drive you know L4 we also provide we you need an ECU redundancy as well you need two basically kind of our next generation well”
2026-07-13 · Decoder with Nilay Patel · Yes, even Nvidia's head of automotive is fighting for compute · IDENTIFIED FROM THE TRANSCRIPT
“So, how do Well, the same answer I give you, right? Again, I don't know if there's anything I can say more, because we are such a strategic company. And our automotive business is doing well as well, but not at the pace of our data center business is doing, obviously, but basically we are strongly Richensen himself as well of the AV future, and we are keeping investing basically in this technology and in this future, not only from allocating external computer, but from fabric capacity as well. But that's definitely one of the things.”
2026-07-13 · Decoder with Nilay Patel · Yes, even Nvidia's head of automotive is fighting for compute · IDENTIFIED FROM THE TRANSCRIPT
“in the semiconductor industry some time ago but in the auto basically segment in the autonomous driving segment the compute the computer need has been growing basically at a really astonishing pace roughly we are talking about 10 times every two years it's insane with the success of ai and obviously nvidia we will be able to provide this kind of massive compute to cars at affordable price”
2026-07-13 · Decoder with Nilay Patel · Yes, even Nvidia's head of automotive is fighting for compute · IDENTIFIED FROM THE TRANSCRIPT
“Definitely building autonomous kind needs a lot of hardware, but the other trend is the hardware causes, I would say, is dropping pretty rapidly as well as the technology become more mature. For example, radar, right? Even in my career, basically I have seen radar price property dropped by at least four or five times over 15 years because the volume just getting much bigger and bigger than basically the cost. IC has witnessed basically the drop of both actual camera sensor price drop as well. There's more competitors and the more competition and the competition bring lower price when the volume becomes bigger. The scale effect is definitely there right now in ADAS and all the components are much become much more and more basically mature and to some level commodity. And on the computer side, as you know, the computer is growing at such a rapid pace. So we talk about Moore's law.”
2026-07-13 · Decoder with Nilay Patel · Yes, even Nvidia's head of automotive is fighting for compute · IDENTIFIED FROM THE TRANSCRIPT
“You can think of connectivity as kind of a sensor. And again, the basic driving capability cannot have huge dependency on that. One of the core concepts of developing level for technologies you have sensor redundancy, that's not only for basically GPS, but also for camera, radar, everything you see. For every single point of failure, the car have to be able to drive safely. It's like you suddenly lost your GPS, but the car with local perception need to be able to get to a safe point and pull over. That's the minimum requirement that the L4 system needs to have. So this is just the DL4 basic principle to be able to develop such a system.”
2026-07-13 · Decoder with Nilay Patel · Yes, even Nvidia's head of automotive is fighting for compute · IDENTIFIED FROM THE TRANSCRIPT
“Well, which is it? This is not wrong. But on the other hand, basically, the car have to drive autonomously in completely blind spot as well. Real time, basically low latency, I would say content dependency, you know, have that dependency in the cloud, at least for the ADAS kind of application L2 plus is what we call that, which we meant to work everywhere. Building that dependency is not a good idea.”
2026-07-13 · Decoder with Nilay Patel · Yes, even Nvidia's head of automotive is fighting for compute · IDENTIFIED FROM THE TRANSCRIPT
“Not necessarily, but we do require some connectivity to get navigation information and some mapping information. Most of these are navigation map. So not only the model side and also the classical stack, which we do use some of the navigation mapping information to help us understand the world better, essentially.”
2026-07-13 · Decoder with Nilay Patel · Yes, even Nvidia's head of automotive is fighting for compute · IDENTIFIED FROM THE TRANSCRIPT
“No, no, no, no. All this validation offline, but the second part with the safety guard rail, when we run two stack in parallel, that's definitely in the car. And in the car, at every frame, the software in our AWS ECU, we are comparing basically the trajectory from both the classical stack and the end-to-end model to make sure the model is outputting a safe basic trajectory.”
2026-07-13 · Decoder with Nilay Patel · Yes, even Nvidia's head of automotive is fighting for compute · IDENTIFIED FROM THE TRANSCRIPT
“Reasoning capability. I think the latency is well under control, let me put it that way. And again, you're not driving the car with language only. That's a key thing, as I said. Usually the reasoning part is, I believe it's slower. Again, we don't know exactly what the model is doing, but the pixel part's what drives the basic instantaneous kind of reaction of the vehicle.”
2026-07-13 · Decoder with Nilay Patel · Yes, even Nvidia's head of automotive is fighting for compute · IDENTIFIED FROM THE TRANSCRIPT
“That's why I said it's multi model, right? But reduce the end-to-end model is super important. Actually, that's one of the key advantages of deploying drives the car with a model. Because if you think about it, the old basically stack or the classical stack, which has multiple components, is usually basically takes multiple hundred milliseconds. But with a model, because it's just inference time, it's separate between the input, which is pixel and trajectory. You can reduce the basically, depends on the compute, obviously, capability you have, but even in the current generation, we can control it to be within 100 milliseconds, which is pretty fast. And regarding the language reasoning, obviously, if you think about it, well, that's human brain, right? But if you think about the language, basically, I would say the information rate is already abstracted. The information rate is not super high. And we are obviously using the internet data to train this kind of language-based.”
2026-07-13 · Decoder with Nilay Patel · Yes, even Nvidia's head of automotive is fighting for compute · IDENTIFIED FROM THE TRANSCRIPT
“The reason they're basically GTC, I think Jensen did, is GTC Taiwan released a video that the model is talking constantly, explaining what can be quite annoying as well if you really try to hear everything the model is trying to reason about.”
2026-07-13 · Decoder with Nilay Patel · Yes, even Nvidia's head of automotive is fighting for compute · IDENTIFIED FROM THE TRANSCRIPT
“I think it's a combination of things. Language is already embedding the model, but the vision signal is also super important, as you know. So it's, I would say it's multi-model. But language is part of it. Obviously, as you know, the model is black box. We don't exactly know basically what is exactly doing, but you can ask about it. And then the model will answer what it's trying to do. And you can rejoin. I just have this vision.”
2026-07-13 · Decoder with Nilay Patel · Yes, even Nvidia's head of automotive is fighting for compute · IDENTIFIED FROM THE TRANSCRIPT
“As it's literally driving, it's saying to itself, I see a car over there, I need to change lanes to get ready for the exit that's coming in a couple miles. And it's doing that in language to operate the car.”
2026-07-13 · Decoder with Nilay Patel · Yes, even Nvidia's head of automotive is fighting for compute · IDENTIFIED FROM THE TRANSCRIPT
“Short answer is yes. And in our next generation model, which we are going to deploy in the next generation of vehicles, the current generation is on orange, which has more or less more limited compute. The next generation is sore-based. We will have the model trained with language embedded. So being able to reason through language is very important. And also you can chat with the model. You can ask the model about what he's doing and you can also ask model to speed up or slow down and make a lane change, for example.”
2026-07-13 · Decoder with Nilay Patel · Yes, even Nvidia's head of automotive is fighting for compute · IDENTIFIED FROM THE TRANSCRIPT
“make the model reduce the hallucination as much as we can, right? So the way to do that is really basically through massive validation. We are looking at, we are building basically massive simulation test data set for every model we release. Right now we're looking at in our program right now we are running 5 million basically test every day. And obviously roughly every day we have a 10 iteration of the model, the end-to-end model of Mayo. So we're doing really massive validation to make sure in all these scenarios you can think of that every tested test scenario the model is generated the right trajectory. So that's also super critical for us. So this is what we do to make sure our product is safe.”
2026-07-13 · Decoder with Nilay Patel · Yes, even Nvidia's head of automotive is fighting for compute · IDENTIFIED FROM THE TRANSCRIPT
“At every frame. So that's a very important concept. We have, and not only concept, but the implementation we have in our stack. And we will take this. Obviously, this will be so critical for higher level autonomy L4. So this is also the foundation of our kind of L4 stack where we have”
2026-07-13 · Decoder with Nilay Patel · Yes, even Nvidia's head of automotive is fighting for compute · IDENTIFIED FROM THE TRANSCRIPT
“than some of the players in this space, we actually have a redundant stack, even for our L2+, or AD that's basically function, other than the end-to-end model, which is basically you have pixel in, you have trajectory out. We also have a classical stack. Classical stack means it's more developed based on this safety standard as we know it. It's a component basically, it's a stack with many components and each component can be verified using this known standard. That's what I refer to as a classical stack. And when you have two stack, basically kind of run in parallel, the classical stack is acting like sometimes we call it the big brother, but essentially it's a safety guardrail. Try to verify all the From the end to end model and use it, use the, let's say, known safety standard to verify it's safe.”
2026-07-13 · Decoder with Nilay Patel · Yes, even Nvidia's head of automotive is fighting for compute · IDENTIFIED FROM THE TRANSCRIPT
“Safety is so important to us and obviously so important for the avian industry. So let me answer your question from our kind of approaching different layers of our offering. So to address safety, this is obviously not new for the auto industry. And we have developed very sophisticated, basically even development protocol and also validation protocol to be able to prove the software is safe. That's called ISO 26262. And we actually develop our hardware and operating system OS level software and the application level software to the high standard, which was very important, which is very critical to be able to deploy anything to drive the car. That's number one. And number two is basically we take a slight different approach.”
2026-07-13 · Decoder with Nilay Patel · Yes, even Nvidia's head of automotive is fighting for compute · IDENTIFIED FROM THE TRANSCRIPT
“Leverage basically what we have built upon through our collaborations with the existing, basically engagement and our massive capability of basically data generation using synthetic data set and the neural reconstruction and also being able to leverage the foundation model capability which are trained from more general data but which will help the model to reason better, to generalize better. These are the things we can offer to our customers.”
2026-07-13 · Decoder with Nilay Patel · Yes, even Nvidia's head of automotive is fighting for compute · IDENTIFIED FROM THE TRANSCRIPT
“Nvidia, you know, with the reasoning model and the foundation model, these are the things that we can leverage from the, let's say, the frontier model perspective and the leverage internet basically kind of scale data to be able to help the vehicle to generize better even without vehicle specific data. So this is one of the, I would say the main direction we are betting on towards, let's say, higher level of autonomy is especially level four, right? This is one of the main work thread we are focusing on right now. Back to OEM, I think being able to”
2026-07-13 · Decoder with Nilay Patel · Yes, even Nvidia's head of automotive is fighting for compute · IDENTIFIED FROM THE TRANSCRIPT
“Well, the approach we take right now for what we call the Auto Plus Plus essentially is MapList. As you said, correctly, so basically the model will definitely need more data and to cover more cona case. And the model is obviously getting bigger as we speak as well, basically, for this generation, next generation. We are going to use a much bigger model with more parameters and also foundation models will make play a big role here. And, you know, being able to make this model very capable, essentially, more data is very, very critical. But on the other hand, though, the trend of using foundation model, which is already trained with internet data, that can help coming help as well. That's why I emphasized quite a few times on the connection with the foundation model effort inside.”
2026-07-13 · Decoder with Nilay Patel · Yes, even Nvidia's head of automotive is fighting for compute · IDENTIFIED FROM THE TRANSCRIPT
“Are absolutely true, and actually the cost saving is enormous, basically data collection running a fleet of huge size. Essentially, it's a big, I would say, capital spending for anybody who wants to do that. And also, it's kind of repetitive as well. If you can find, for example, what we provide in the drive platform or the drive ecosystem, it can save a lot of effort and basically money from our customers.”
2026-07-13 · Decoder with Nilay Patel · Yes, even Nvidia's head of automotive is fighting for compute · IDENTIFIED FROM THE TRANSCRIPT
“We make sure at least the data basically collected in our different COP program is shared with your OEM. That's number one. Number two is in the new era, we strongly believe compute is data as well. As you mentioned, there's a lot of synthetic data. And also there's neural reconstruct data, which we will call neural rack. This is a very important piece of technology and simulation where we have collected the data from the field, but we can use neural reconstruction to sometimes to fuzz the data to change the background or change the cultural directory. We can basically generate a lot of variants of the same data. And all these data, again, they need compute, obviously, to generate this kind of millions and tens of millions of data. And we can share with them with everybody.”
2026-07-13 · Decoder with Nilay Patel · Yes, even Nvidia's head of automotive is fighting for compute · IDENTIFIED FROM THE TRANSCRIPT
“I would say this is one of the compelling points for OEM to engage with NVIDIA in the high parent ecosystem, in the drive ecosystem, because one of the key things in for Hyperion basically, again, which defines the computer architecture and also the sensor architecture, is the data sharing. For anybody who engage, become a drive partner in media drive partner, we share data through our kind of existing program, which we collect basically millions of hours of data, and also basically through the different COP programs, basically we are also accumulating that data from different OEMs. And then basically we can build a model, first of all, basically, which can work with all the which are trained with all this data. And also,”
2026-07-13 · Decoder with Nilay Patel · Yes, even Nvidia's head of automotive is fighting for compute · IDENTIFIED FROM THE TRANSCRIPT
“Then also adapt our driver AB stack to work seamlessly in that vehicle. And actually the engineers from both sides work pretty closely to make it really, let's say, adapt well into the Mercedes design DNA and the customer experience they would like to offer. We are not picking winners per se. We try to help OEMs based on their capability at different levels. So as I said, the openness is really important for our basically kind of engagment model with OEMs.”
2026-07-13 · Decoder with Nilay Patel · Yes, even Nvidia's head of automotive is fighting for compute · IDENTIFIED FROM THE TRANSCRIPT
“Even for that, we're okay. We'll still continue working with them. Actually, we are working with Tesla and many OEMs who are building their own inference chip by collaborating with them in the cloud, by providing them. We even try to help optimize their models, basically with different OEMs. We have different basic collaborations because we still have the simulation computer and the training computing in the infrastructure we're working with them. And for some of the OEMs, basically they would like to have more towards a turnkey solution. We are very happy to work with them as well in that case, we are going to go all the way. We are working like a tier one or tier 1.5 essentially just go hands by hand. This is our driver AV kind of partners, for example, Mercedes. We work very closely with them to define the products they want.”
2026-07-13 · Decoder with Nilay Patel · Yes, even Nvidia's head of automotive is fighting for compute · IDENTIFIED FROM THE TRANSCRIPT
“I think the beauty of the NVIDIA business model in the automotive side is really our platform is completely open. We provide multiple layers of services and depends on basically what OEM needs or robotaxi company need, they can select what they want to work with us basically up to which layer. as you mentioned, basically Tesla. Some OEMs, they are so capable, they will even want to build their own inference chip in the car.”
2026-07-13 · Decoder with Nilay Patel · Yes, even Nvidia's head of automotive is fighting for compute · IDENTIFIED FROM THE TRANSCRIPT
“It sounds like in autonomy for a variety of reasons. Nvidia sees an opportunity to become the main supplier to a wide variety of car makers. That's obviously intention with them thinking, oh, we need to take control of the car. I think Tesla might run NVIDIA chips, but they are very proud of the fact that they wrote every line of that code, and that is their platform, and they've made their technology bets. Rivian, I think Wassam is very proud of the fact that he is in charge of that platform company and he's going to build that platform. RJ is certainly very proud of the fact that Rivian is that kind of company. What's the dynamic there? Because it doesn't seem like every car maker can stand up the technology bet and forward, invest on the hope that the revenue payoff, that they will need a supplier like NVIDIA to show up with a ready-made platform and business model. Is that tilting more in your favor now? Have we gotten out of those woods, or is it still up in the air?”
2026-07-13 · Decoder with Nilay Patel · Yes, even Nvidia's head of automotive is fighting for compute · IDENTIFIED FROM THE TRANSCRIPT
“One of the interesting dynamics through, I would say, at least the electrification Portion of the past five years has been legacy automakers realizing that. They had become insurance companies and financing companies, and their suppliers were making the cars, right? And they had lost control of car design in like a big way. The tier one suppliers to the big automakers were in many ways in charge of big subsystems of the cars. And when they wanted to do an over the air update, they had to go talk to 15 different suppliers to get that done. I've heard this complaint dozens and dozens of times on the show. They all kind of realized, oh, we need to take back the engineering of the car. We need to be much more firmly in control of the platform of the car.”
2026-07-13 · Decoder with Nilay Patel · Yes, even Nvidia's head of automotive is fighting for compute · IDENTIFIED FROM THE TRANSCRIPT
“That's right. Well, I think the world will embrace both models. One is basically robotaxi, you know, as you see, there's quite a few successful ones basically doing in China and in US and in the world. And we will see more hopefully going down this path. And basically, we'll have like a tech.”
2026-07-13 · Decoder with Nilay Patel · Yes, even Nvidia's head of automotive is fighting for compute · IDENTIFIED FROM THE TRANSCRIPT
“It's really important for developing AV. We usually call it the AV problem is becoming a three-computer problem, right? There's the training computer, as the simulation computer, and then there's the inference computer in the car. All these technology pieces we want to provide to the ecosystem in a platform, which we call NVIDIA Drive, essentially, so that folks can develop their technology on top of our platform. And we hope that we can get a percentage of the revenue that the ecosystem can get from every mileage that driven autonomous in the future. This is where the trillion dollar basically opportunity can come from.”
2026-07-13 · Decoder with Nilay Patel · Yes, even Nvidia's head of automotive is fighting for compute · IDENTIFIED FROM THE TRANSCRIPT
“Models are or hardware, but also provide basically the safety guard rail for developer to put a model on it. And then basically we also define what we call the Hyperion, basically hardware platform. That's a production ready platform which includes both the computer resource, you know, the ECUs, and also the sensors we think it's necessary to achieve. different level of autonomy. And on top of that, we provide basically the Mio basically open source model, which we trained and open source not only the model architecture, but also the parameter and the data that basically you can use to fine-tune the model on our platform. And on top of that, we also provide basically all the infrastructure needed, for example, simulation right now.”
2026-07-13 · Decoder with Nilay Patel · Yes, even Nvidia's head of automotive is fighting for compute · IDENTIFIED FROM THE TRANSCRIPT
“So basically, if you look at it, basically right now we firmly believe that everything that moves. So right now, if you look at it, basically among audit cards, we drive 13 trillion miles basically per year. And right now, the percentage of autonomous miles among the mileage driven is probably, let's say, negligible. I think it's 0.006% or something like that. So this is really the opportunity in front of us. So NVIDIA's view is basically we'll help the ecosystem to get there as soon as possible by providing basic audio foundation technology piece, again, starting from chip to operating system and then basically to what we call halos. Again, the halos operating system is really important because it doesn't not only provide the SDK and the APIs for folks to develop.”
2026-07-13 · Decoder with Nilay Patel · Yes, even Nvidia's head of automotive is fighting for compute · IDENTIFIED FROM THE TRANSCRIPT
“I've been NVIDIA for three years. I think it's very unique, honestly. It's not obviously not everybody all at once, right? It's different groups. We all have a technical strategy product, you know, different kind of a part of the business reviews with Jensen. It's a super exciting for me, actually, a learning experience basically to learn from historic thinking and how he thinks about the product, how he thinks about the strategy. He's also uniquely technically deep. So it's also quite inspiring basic experience as well, just also to see how much he's keep up to date on the technical side as well. Again, it's really, I would say one thing a lifetime experience and opportunity for me to be able to learn from Jensen.”
2026-07-13 · Decoder with Nilay Patel · Yes, even Nvidia's head of automotive is fighting for compute · IDENTIFIED FROM THE TRANSCRIPT