TLDR
1. Tesla 's FSD chip focus mainly on NN matrix computation, and with enough memory bandwidth to fit large NNs.
2. Most of the components on the SOC is licensed, except the NN portion of the chip
3. Doesn't stop Nvidia from making the exact same chip as Tesla's. James didn't find anything on the FSD computer that's very complex. The NN engine in fact has been done by Nvidia and is in their computer, however they just don't focus mainly on NN therefore dedicating a small area of the die to it while giving it little memory bandwidth.
4. Nvidia is not focusing on NN because it's a huge gamble since no one truly knows what will enable L5 driving. Unless Nvidia can sell millions of said chip, they are going with the kitchen sink design so it can do something for everyone, vs going down one path which is Tesla's vision only NN path.
5. At the end it's a business road block, not a technical road block that prevents other from making Tesla's FSD computer
6. The fleet is what enables Tesla to go down this route, while other legacy autos wouldn't spend an extra nickel to "future proof" their cars or give away hardware to have them enabled one day. This is the chicken and the egg roadblock to NN based FSD from competitors.
7. Mobile Eye does not dedicate too much NN processing power on their chip as well..again not that they can't, they just don't think NN is the path to L5 FSD.
This was extremely informative. My conclusion is Tesla's FSD computer is as dedicated in believing NN being the answer to FSD as their stance on no lidar.