Comma.ai - the progenitor of the open-source, automated driving software called openpilot - appears to have awarded a resounding endorsement to its major competitor, Tesla, and the provider of compute-enabling GPUs, NVIDIA. Interestingly, this largesse does not extend to AMD.
drove around with Tesla FSD 13 this morning...if you haven't tried it, it's really good.@comma_ai should be there in 2 years. we are massively scaling up training compute and data ingestion; finally seeing improvements scale with those things.
come work here. pic.twitter.com/bTDlP1nHQH
— George Hotz 🌑 (@realGeorgeHotz) January 12, 2025
To wit, the president of comma.ai, George Hotz, was nothing but praise for the version 13 of Tesla's FSD after a recent test drive, going so far as to declare that the newly released version was "really good."
These comments of comma.ai president align with the general tenor of commentary around the Tesla FSD v13. For instance, RBC recently noted:
"As we understand it, FSD's next version (13.0) is tracking at ~10k miles before intervention, compared to Waymo's 17k level."
Essentially, while Tesla's FSD is currently not as effective as Waymo's bedecked service, it is getting there. Of course, Elon Musk has already announced that the "completely autonomous," unsupervised version of the FSD will roll out later this year, with the much-anticipated Cybercab officially launching in 2026.
Coming back, Hotz then noted that comma.ai should reach Tesla's current autonomy-related capabilities "in 2 years" and that the company was "massively scaling up training compute and data ingestion; finally seeing improvements scale with those things."
lol we are buying NVIDIA. as cost sensitive as we are nobody at comma wants to deal with AMD.
— George Hotz 🌑 (@realGeorgeHotz) January 12, 2025
Imterestingly, when a netizen tagged AMD's CEO, Lisa Su, to comma.ai president's X post, he responded by declaring that his company was opting for the pricier GPUs from NVIDIA as "nobody at comma wants to deal with AMD."
This attitude also appears to be aligning with the prevailing mood around AMD on Wall Street. For instance, HSBC recently noted that "AMD's AI GPU roadmap is less competitive than previously anticipated, limiting its penetration into the AI GPU market."
Additionally, Wolfe Research noted in December 2024 that "AMD won’t be in a position to guide AI for CY25 – which will in itself drive concerns."
About the author: Writing is my one incontrovertible passion. Over the past six years, he has authored over 2,200 distinct articles on financial and tech-related topics, spanning nearly 1 million words. And he has been a member of Wcctech mobile team since 2025. As an alumnus of the University of Toronto, Rotman Commerce Program, I bring nuance, in-depth knowledge, and a unique perspective to every topic that I cover. When I'm not writing, I'm traveling the world, exploring hidden confectionaries and restaurants as an aspiring food connoisseur.
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