Hua Er Jie Jian Wen·2026-01-06 07:53Core Insights - Nvidia has launched an open-source autonomous driving AI model named Alpamayo at CES 2026, which CEO Jensen Huang claims to be the world's first AI capable of thinking and reasoning, directly challenging Tesla's FSD system [1][5] - Tesla's CEO Elon Musk responded to concerns about Alpamayo being a true competitor to FSD, emphasizing the difficulty of solving the long-tail problem in autonomous driving [3][8] Group 1: Product Features and Technology - Alpamayo is described as a "physical AI's ChatGPT moment," designed to address the long-tail problem in autonomous driving, which involves rare edge cases that can cause system failures [5] - The flagship model, Alpamayo 1, features 10 billion parameters and utilizes a visual-language-action (VLA) model that not only detects objects and plans paths but also explains its decision-making process in natural language [5][6] - Nvidia's open-source strategy includes making the Alpamayo 1 model weights available on the Hugging Face platform, along with an end-to-end simulation framework called AlpaSim and a dataset covering 1,700 hours of complex driving scenarios [6] Group 2: Competitive Landscape - Nvidia positions Alpamayo as the "Android of autonomous driving," aiming to create an open ecosystem in contrast to Tesla's closed FSD system [6] - The technology is set to be integrated into the Mercedes-Benz CLA models starting in Q1 of this year, marking a significant step towards commercialization [6] - Musk highlighted the structural advantages Tesla has due to its extensive real-world data collected from millions of vehicles, which aids in addressing the long-tail problem and enhances iteration efficiency [8]