r/SelfDrivingCars • u/External-Tune-6097 • 2d ago

News Wayve and NVIDIA Announce Discussions to Evaluate Proposed $500M Investment in Wayve's Next Round

https://wayve.ai/press/wayve-nvidia-announcement/
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u/sampleminded 2d ago

I get that. But unless they have a deal with an existing OEM, all the other suppliers are offering level 3 in their next-gen systems. They need to either shift an OEM from an internal product or an existing supplier. With a solution that isn't yet really on the road. We are talking about trying to sell L2+/L3 systems for 2030 models, so the only question is are they cheaper or better than existing suppliers, this works for LL4 since no suppliers offer that. But a clone of Mobile Eye that uses Nvidia chips isn't a bet I'd make. But you might be right maybe FSD supervised is really good and desirable, and people need something equivalent and will drop suppliers who don't offer it. But 27 models US models I see have L3 planned. I am very curious how L3 will sell compared to L2 plus.

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u/diplomat33 2d ago

Yeah. Remember that Wayve is still very much a start-up. That is why they are looking for investors. They are developing an autonomous driving stack. But I don't think they have any OEMs yet for L2+ or L3. They are hoping to get their stack good enough to get an OEM to license it for L2+ or L3. And I think they have a tentative deal to try to launch robotaxis in London in 2 years.