Self-driving could easily become one of the pins that bursts Nvidias bubble if we don’t see spectacular improvements.
The new AI has the same problem as AI for self driving- you can't trust it.
CEO: "Hey, so there's this thing about the product that I've been hyping as the killer widget it'll get, ohh for about ten years now. Well, we still didn't manage to solve the widget problem, so I'm going to start a new widget company that I own so I can sell us the widget."
Shareholders & Board: "You're doing what??!? That's the most illegal thing we've ever heard!"
I’ve actually seen literally none of that from proponents, like I’ve probably seen 100x as much strawmanning and uncharitable summary from opponents. Essentially nobody thinks we should hand the kingdom over to an unsupervised savior machine, like, can you show me a candidate from a major political party (doesn’t have to be US) who supports such a platform? Or a ceo who supports moving leadership decisions for his company over to an AI?
As far as I can tell, that whole thing is a strawman cut whole-cloth from the imaginations of detractors. I’d be delighted to hear counterexamples of the sort I discussed but I frankly don’t think they really exist outside some feverish imaginations.
This whole buzz does have shades of self-driving cars back in 2016.
This is literally the strategy that people like Elon Musk are pursuing in their quest for AGI before the end of the decade. It is how he plans to have full self driving solved by August 8 so he can start selling Robotaxi accounts.