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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?
Tesla just gave what is perhaps its biggest signal yet that the launch of the Cybercab, its autonomous ride-hailing-geared car, is imminent.
The Cybercab has been spotted outside of Gigafactory Texas in massive numbers over the past few days, with hundreds of units being stored on property just days after the vehicle received a Certificate of Conformity from the EPA.
Today, things were a bit different.
Cybercabs spotted on Giga Texas property today had an addition: a Cybercab decal on the side, reminiscent of the “Robotaxi” ones that were placed on Model Ys just as the company launched its ride-sharing platform about a year ago.
Giga Texas drone operator Joe Tegtmeyer noticed the change today:
Tesla Cybercabs are now getting “Cybercab” logos on the side of them!
Tesla did the same with Model Ys that were given “Robotaxi” logos: https://t.co/DanANtw1m7 pic.twitter.com/FqOhH0S9Ks
— TESLARATI (@Teslarati) June 19, 2026
Tesla could be signaling that the Cybercab is preparing to enter the Robotaxi fleet in the coming weeks or months with this move. It seems more symbolic than anything; Tesla is ready to throw Cybercabs in the ride-hailing platform just as it did with Model Ys last year.
The addition of the Certificate of Conformity awarded to the Cybercab is another major factor working to Tesla’s advantage. The company now has permission from the EPA to allow the vehicle to operate on public roads and enter the chain of commerce. It’s officially street legal.
Tesla Cybercab specs revealed: range, curb weight, range ratings, and more
The big question that remains is whether Tesla will be able to operate the car without a safety monitor, especially considering it plans to put the car out there without a steering wheel or pedals. With the Cybercab only having a seating capacity of two, it is hard to believe Tesla will even consider putting a Safety Monitor in the car.
It did recently self-certify as Level 4 and has the ability to operate driverless vehicles in the State of Texas under a law that took effect on May 28. You can read more about that here:
Tesla’s Robotaxi dreams just took a massive step toward reality
We’d imagine Cybercabs will be on the roads as soon as July, but August will likely be a better estimate of when the car will be entered into the Cybercab fleet. It all depends at where Tesla is, as they’ve truly prioritized safety with the rollout of the Robotaxi platform.
Elon Musk has publicly questioned Moody’s credit assessments following the rating agency’s decision to assign SpaceX a Baa1 investment-grade rating, two notches above Tesla’s Baa3. The comments came amid discussions comparing the two companies’ financial profiles.
SpaceX earned its first-time Baa1 rating with a stable outlook from Moody’s. The agency highlighted the company’s leadership in orbital launches, the growing recurring revenue from its Starlink satellite network, strong vertical integration, U.S. government contracts, and emerging opportunities in AI infrastructure.
These factors were cited as supporting robust cash flows, margin expansion, and financial flexibility.
Musk responded directly: “Tesla’s credit rating is ridiculously low tbh,” and added, “Yeah, makes no sense. Tesla has over $40B in cash, no debt, and is consistently profitable!” His remarks underscored Tesla’s balance sheet strength and profitability at a time when many traditional automakers continue to report losses in the shift to electric vehicles.
Yeah, makes no sense.
Tesla has over $40B in cash, no debt and is consistently profitable!
— Elon Musk (@elonmusk) June 19, 2026
Tesla maintains a leading position in the global EV market, with diversification into energy and storage, battery technology, and robotics through projects like Optimus. Recent financial updates show the company generated positive free cash flow of $1.4 billion in Q1 2026, supported by operating cash flow of $3.9 billion. Cash and short-term investments stood at approximately $44.7 billion.
Moody’s has affirmed Tesla’s Baa3 issuer rating with a stable outlook in periodic reviews, acknowledging the company’s EV leadership, technology strengths, including AI for autonomous vehicles, solid profitability, and strong liquidity.
Tesla (TSLA) scores Baa3 Moody’s rating for ‘stable’ outlook
However, the agency has also noted challenges in the automotive segment and expectations for margin pressures.
Musk’s critique highlights a common debate about how traditional rating methodologies apply to high-growth, capital-intensive technology companies. SpaceX benefits from long-term government-backed contracts and diversified, recurring revenue streams, while Tesla’s valuation reflects heavy investment in future technologies such as autonomy and robotics.
Both ratings remain investment-grade, yet the one-notch difference has fueled online discussion about potential inconsistencies in evaluating innovative firms.
The exchange comes as SpaceX explores financing options following its recent valuation milestones, while Tesla continues executing on its multi-year roadmap. Musk’s pointed response serves as a reminder that credit ratings, though influential for borrowing costs, represent one lens through which markets assess corporate strength—and that company leaders often view their financial positions through the lens of long-term innovation and cash generation rather than short-term risk metrics alone.
A new report from Reuters claims that a transport authority in Sweden is pushing back against the approval of Tesla’s Full Self-Driving suite because it will travel over speed limits.
The report says the Swedish Transport Administration (TRV) recommends the European Union votes against FSD’s approval. TRV believes it should not be approved until Tesla disables FSD’s ability to speed.
TRV sent a letter to the European Union’s Technical Committee on Motor Vehicles (TCMV), which is set to meet on June 30 to discuss the potential approval of the Tesla FSD suite in the country. Tesla, which has received various approvals in Europe over the past two months, has not provided a comment.
Teslas operating on FSD do travel over the speed limit, depending on the Speed Profile that is chosen. Drivers have the ability to disengage FSD at any point; Tesla specifically states that those supervising the suite are responsible for its actions.
Let’s cut to the chase: humans operating any vehicle speed almost daily in the United States. Realistically, speed limits in the U.S. are more frequently treated as speed minimums. However, other countries are different, and driving behaviors are less aggressive.
TRV believes that “allowing automated systems to systematically exceed legal speed limits…risks undermining both the legal framework and the expected safety benefits of vehicle automation,” the report stated. It’s surprising that Tesla has not received this claim from other countries previously.
This could be a good argument to bring Max Speed back, the setting that previously allowed the driver to choose the absolute fastest the car would travel.
This would still put the responsibility of supervision in the hands of the driver. It would allow the driver to choose whether the car would travel over the speed limit or not, acknowledging that they set the speed, and if they get pulled over, there would be no ability to argue it.
However, it does not seem as if this is something Tesla will do, especially considering many U.S. drivers have requested the feature in an effort to eliminate speeding or at least tone it down. The company has not shown any interest in bringing it back.
Tesla has approvals for FSD in Europe in Estonia, Lithuania, Denmark, the Netherlands, and Belgium.
Tesla Cybercab launch is imminent after latest sighting at Giga Texas
Elon Musk says this part of Tesla ‘makes no sense’
