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Comma.ai’s George Hotz talks Tesla Autopilot, AI Vision and the future of self-driving cars
One of the most outspoken players in the race to autonomous cars has some strong thoughts on where the future of self-driving technology is headed. George Hotz, the CEO and founder of Comma.ai, believes heavily in a future where AI-driven computer vision powers our self-driving cars. I sat down with Hotz on the NextMobility podcast to discuss everything from Tesla’s Autopilot to Comma.ai’s suite of products that take aim at converting the regular car into a self-driving vehicle. Listen below, or download it on Apple Podcasts or on other platforms.
So how do we get there? According to Hotz, computer vision technology is already good enough to be comparable to LiDAR. The real problem is getting AI to understand the environment and make intelligent decisions. Predictive complexity and being able to reason what course of action is needed is the challenging part of self-driving vehicles, George explains.
“That’s the easy part (Computer vision), the hard part is- okay I’m trying to merge up here, how is my model going to behave.” – George Hotz
Hotz famously showed a working prototype of his self-driving technology in a Bloomberg Businessweek interview with Ashley Vance in December 2015. Since then the company’s strategy has changed along with its technology. Hotz open-sourced their self-driving software last November and called it Openpilot after the NHTSA threatened to shut down his project.
Hotz has avoided dealing with regulators by creating a Comma.ai hardware ‘ecosystem’ this year that can run the open source software. Rather than simply making hardware that allows the vehicle to drive autonomously, the hardware creates an interface to allow computers to interact with the vehicle in several ways.
Comma.ai’s new product line consists of the EON dashcam that also doubles as a navigation and music interface, the Panda OBD-II connector, and a Giraffe connector to seamless tie into a vehicle’s system. Using all three products, one can run music, navigation and even their Openpilot driving agent on the vehicle.
Comma.ai’s new EON dashcam does a heck of a lot more than record video. (Photo: Comma.ai)
In 2015, Hotz considered ‘contracting’ with Tesla to help develop their Autopilot software, but then decided to pursue the technology on his own. I asked Hotz why he thought Tesla has had trouble retaining leaders in the division and he shared his theory.
“Elon has an idea in his head that it (self-driving vehicles powered by computer vision and AI) should be easy, and he’s right- it absolutely should be easy. So every time someone doesn’t make it seem easy- he fires them. Which is actually a probably good strategy. So what’s the problem… it’s just actually implementing all the stuff, I mean implementation is hard. It’s not the theory, the theory is all there,” said Hotz on the NextMobility Podcast.
Hotz also believes that other automakers are still very behind Tesla in terms of vehicle architecture. While other companies are launching long-range electric vehicles or planning their development, they still have yet to compete with Tesla’s technological advancements.
“They (other automotive companies) are going to be like, holy crap- we are five years behind… the car manufacturers still have no idea how far they are behind. The Model S has sophisticated compute, OTA, Linux boxes, a large touchscreen, and a modern user interface. What does the Chevy bolt have?”
Who do you think will win the self-driving game?
Elon Musk
Tesla confirms that work on Dojo 3 has officially resumed
“Now that the AI5 chip design is in good shape, Tesla will restart work on Dojo 3,” Elon Musk wrote in a post on X.
Tesla has restarted work on its Dojo 3 initiative, its in-house AI training supercomputer, now that its AI5 chip design has reached a stable stage.
Tesla CEO Elon Musk confirmed the update in a recent post on X.
Tesla’s Dojo 3 initiative restarted
In a post on X, Musk said that with the AI5 chip design now “in good shape,” Tesla will resume work on Dojo 3. He added that Tesla is hiring engineers interested in working on what he expects will become the highest-volume AI chips in the world.
“Now that the AI5 chip design is in good shape, Tesla will restart work on Dojo3. If you’re interested in working on what will be the highest volume chips in the world, send a note to AI_Chips@Tesla.com with 3 bullet points on the toughest technical problems you’ve solved,” Musk wrote in his post on X.
Musk’s comment followed a series of recent posts outlining Tesla’s broader AI chip roadmap. In another update, he stated that Tesla’s AI4 chip alone would achieve self-driving safety levels well above human drivers, AI5 would make vehicles “almost perfect” while significantly enhancing Optimus, and AI6 would be focused on Optimus and data center applications.
Musk then highlighted that AI7/Dojo 3 will be designed to support space-based AI compute.
Tesla’s AI roadmap
Musk’s latest comments helped resolve some confusion that emerged last year about Project Dojo’s future. At the time, Musk stated on X that Tesla was stepping back from Dojo because it did not make sense to split resources across multiple AI chip architectures.
He suggested that clustering large numbers of Tesla AI5 and AI6 chips for training could effectively serve the same purpose as a dedicated Dojo successor. “In a supercomputer cluster, it would make sense to put many AI5/AI6 chips on a board, whether for inference or training, simply to reduce network cabling complexity & cost by a few orders of magnitude,” Musk wrote at the time.
Musk later reinforced that idea by responding positively to an X post stating that Tesla’s AI6 chip would effectively be the new Dojo. Considering his recent updates on X, however, it appears that Tesla will be using AI7, not AI6, as its dedicated Dojo successor. The CEO did state that Tesla’s AI7, AI8, and AI9 chips will be developed in short, nine-month cycles, so Dojo’s deployment might actually be sooner than expected.
Elon Musk
Elon Musk’s xAI brings 1GW Colossus 2 AI training cluster online
Elon Musk shared his update in a recent post on social media platform X.
xAI has brought its Colossus 2 supercomputer online, making it the first gigawatt-scale AI training cluster in the world, and it’s about to get even bigger in a few months.
Elon Musk shared his update in a recent post on social media platform X.
Colossus 2 goes live
The Colossus 2 supercomputer, together with its predecessor, Colossus 1, are used by xAI to primarily train and refine the company’s Grok large language model. In a post on X, Musk stated that Colossus 2 is already operational, making it the first gigawatt training cluster in the world.
But what’s even more remarkable is that it would be upgraded to 1.5 GW of power in April. Even in its current iteration, however, the Colossus 2 supercomputer already exceeds the peak demand of San Francisco.
Commentary from users of the social media platform highlighted the speed of execution behind the project. Colossus 1 went from site preparation to full operation in 122 days, while Colossus 2 went live by crossing the 1-GW barrier and is targeting a total capacity of roughly 2 GW. This far exceeds the speed of xAI’s primary rivals.
Funding fuels rapid expansion
xAI’s Colossus 2 launch follows xAI’s recently closed, upsized $20 billion Series E funding round, which exceeded its initial $15 billion target. The company said the capital will be used to accelerate infrastructure scaling and AI product development.
The round attracted a broad group of investors, including Valor Equity Partners, Stepstone Group, Fidelity Management & Research Company, Qatar Investment Authority, MGX, and Baron Capital Group. Strategic partners NVIDIA and Cisco also continued their support, helping xAI build what it describes as the world’s largest GPU clusters.
xAI said the funding will accelerate its infrastructure buildout, enable rapid deployment of AI products to billions of users, and support research tied to its mission of understanding the universe. The company noted that its Colossus 1 and 2 systems now represent more than one million H100 GPU equivalents, alongside recent releases including the Grok 4 series, Grok Voice, and Grok Imagine. Training is also already underway for its next flagship model, Grok 5.
Elon Musk
Tesla AI5 chip nears completion, Elon Musk teases 9-month development cadence
The Tesla CEO shared his recent insights in a post on social media platform X.
Tesla’s next-generation AI5 chip is nearly complete, and work on its successor is already underway, as per a recent update from Elon Musk.
The Tesla CEO shared his recent insights in a post on social media platform X.
Musk details AI chip roadmap
In his post, Elon Musk stated that Tesla’s AI5 chip design is “almost done,” while AI6 has already entered early development. Musk added that Tesla plans to continue iterating rapidly, with AI7, AI8, AI9, and future generations targeting a nine-month design cycle.
He also noted that Tesla’s in-house chips could become the highest-volume AI processors in the world. Musk framed his update as a recruiting message, encouraging engineers to join Tesla’s AI and chip development teams.
Tesla community member Herbert Ong highlighted the strategic importance of the timeline, noting that faster chip cycles enable quicker learning, faster iteration, and a compounding advantage in AI and autonomy that becomes increasingly difficult for competitors to close.
AI5 manufacturing takes shape
Musk’s comments align with earlier reporting on AI5’s production plans. In December, it was reported that Samsung is preparing to manufacture Tesla’s AI5 chip, accelerating hiring for experienced engineers to support U.S. production and address complex foundry challenges.
Samsung is one of two suppliers selected for AI5, alongside TSMC. The companies are expected to produce different versions of the AI5 chip, with TSMC reportedly using a 3nm process and Samsung using a 2nm process.
Musk has previously stated that while different foundries translate chip designs into physical silicon in different ways, the goal is for both versions of the Tesla AI5 chip to operate identically. AI5 will succeed Tesla’s current AI4 hardware, formerly known as Hardware 4, and is expected to support the company’s Full Self-Driving system as well as other AI-driven efforts, including Optimus.
Tesla confirms that work on Dojo 3 has officially resumed
Elon Musk’s xAI brings 1GW Colossus 2 AI training cluster online
