According to @garyblack00, NVIDIA’s Alpamayo AI using vision plus radar will be available in Mercedes cars in Q1 2026 and lets OEMs such as Mercedes and LCID choose autonomy levels L2+, L3, or L4, a timeline he says validates his view that multiple manufacturers would reach unsupervised autonomy around the same time as TSLA, source: @garyblack00 on X, Jan 6, 2026. He adds the generalized approach builds sensor redundancy, scales nationally and globally, and is superior to Waymo because it can be customized by NVIDIA’s customers, source: @garyblack00 on X, Jan 6, 2026. He also states the incremental cost to manufacturers is not yet determined but will likely be lower than TSLA FSD and tiered by Alpamayo products selected, source: @garyblack00 on X, Jan 6, 2026.

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.