Atria AI

Now they've just publicly announced they're actually deliberately going to delay their level two systems until the end of 2029 because they want to kind of work through all the little hiccups the competitors have seen over the years.

And they're building their in-house autonomy suite, their Atria AI, as it's called, kind of a data flywheel set up for them.

And they've got 40 vehicles.

And this to me was like, whoa.

It's basically the difference between just staying in a lane on the highway versus, you know, navigating a chaotic four way stop.

Because of that complexity, Atria AI hit a roughly two year delay.

Wow.

Two years.

You still have to pay attention.

So the NVIDIA partnership is like putting on training wheels.

They get advanced software into production now, harvest data from the 7 million vehicles they sell every year, and then use that massive library to train their delayed Atria AI.

In theory, sure, but raw scale alone doesn't magically create better autonomy.