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> Tesla can immediately license it

Aren't they already licensing the second generation from Nvidia on Nvidia hardware?

> Autopilot 2 cars into self driving cars overnight.

That's presuming that the current sensor arrays, computing power and their arrangements will be compatible with the new technology.

No. Tesla does not use Nvidia software libraries afaik. They do license the socs and gpus on a board designed by tesla. Based on the drive px1 reference design. Being changed in 6-8 months to a custom made asic made specifically for self driving by Tesla.

Whilst that's true, it doesn't seem likely that we go from where we are now (Can't do autonomous driving) to a point where can get fully autonomous driving, and then to a point where we can do fully autonomous driving with the reduced sensors available on existing Teslas in a period of time that makes sense.

I thought we were done with the autopilot fantasies?

How is that a moat?