According to @garyblack00, NVIDIA’s Alpamayo AI uses vision plus radar to let OEMs like Mercedes and Lucid (LCID) select L2+, L3, or L4 autonomy, with Mercedes rollouts targeted for 2026, validating his view that multiple manufacturers will reach unsupervised autonomy alongside Tesla (TSLA), source: https://twitter.com/garyblack00/status/2008507436789899312. He states NVIDIA’s generalized, customizable stack builds in sensor redundancy and can scale nationally and globally, which he argues is superior to Waymo’s approach for broad deployment, source: https://twitter.com/garyblack00/status/2008507436789899312. Black adds the incremental cost to OEMs under Alpamayo is undetermined but likely below TSLA FSD and will be tiered by selected features, implying potential pressure on TSLA’s software pricing and margins, source: https://twitter.com/garyblack00/status/2008507436789899312. A demo of NVIDIA AV capabilities in a Mercedes using 10 cameras and radar was cited to support the claim that Tesla lacks a sustainable first-mover advantage in FSD, source: https://x.com/princeps73/status/2008485795976671341 and source: https://youtu.be/EzAVW1VgzcI. For traders, the post highlights potential 2026 catalysts for NVDA’s auto pipeline and competitive dynamics for TSLA and LCID around autonomy feature sets and pricing, as characterized by Black, source: https://twitter.com/garyblack00/status/2008507436789899312. The source does not mention any direct cryptocurrency impacts; any crypto market implication is indirect and not specified by the author, source: https://twitter.com/garyblack00/status/2008507436789899312.