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Elon Musk posted on X on Sunday a segment from a year-old Yahoo Finance interview with Nvidia (NASDAQ:NVDA) CEO Jensen Huang.
The conversation touched on many interesting points, but the reason Musk posted it is because of Huang's take on self-driving cars that stood out.
Huang: Autonomous Driving Is the Future
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Huang called Tesla (NASDAQ:TSLA) “far ahead in self-driving cars” and predicted that every automaker will need to follow suit. “Every single car someday will have to have autonomous capability,” Huang said. “It's safer, it's more convenient, it's more fun to drive.”
He explained that training self-driving systems is evolving. Instead of using labeled images, companies now feed raw video into AI models. “Now we just put video right into the car and let the car figure it out by itself,” he said. This shift mimics how large language models are trained and signals a move toward AIs that better understand the physical world.
Huang praised Tesla’s use of end-to-end generative AI in its Full Self-Driving system. “It learns from watching video, surround video, and it learns about how to drive end-to-end,” he said. “It's really revolutionary.”
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Massive Computing Demands Ahead
Video-based AI requires enormous data and processing power, and Huang made clear that Nvidia is ready. “The best way to teach these AIs how the physical world behaves is through video—just watching tons and tons and tons of videos,” he said.
Beyond Tesla, Huang cited growing interest from other automakers and industries. He said biotech companies are building AI supercomputers to generate molecules for drug discovery, and that even cloud providers are being outpaced by new sectors jumping into generative AI.
“We now have a software and AI model that can understand and learn almost any language—the language of English, of images, of video, of chemicals, of protein, even physics,” Huang said. “And to be able to generate almost anything.”