Xinzhou Wu explains the transition from software-defined to AI-defined vehicles, where AI rewrites car software, and notes that Chinese automakers have a head start due to building on EV platforms. He outlines Nvidia's strategy of providing a full platform—including chips, operating systems, and open-source models—to help OEMs mass-produce autonomous technology. Wu contrasts Nvidia's open platform approach with Tesla's vertical integration, arguing that LiDAR is necessary for Level 4 safety and redundancy. He addresses safety through ISO 26262 standards and a redundant stack combining an end-to-end neural model with a classical safety-based system. Wu predicts Level 4 autonomous driving will become mainstream in less than five years, citing Waymo as the only current safe deployer, and discusses how data-sharing challenges between OEMs lead to regional model variations.