AUSTIN, Texas — Tesla is taking control of one of the last pieces of its self-driving stack it does not yet own: the map. On the company's third-quarter earnings call, Head of AI Ashok Elluswamy said Tesla is building an entirely new, AI-based mapping and navigation system to replace the third-party data it currently licenses from Google.
Owning the Whole Stack
"You're totally right that we shouldn't be depending on external people's maps," Elluswamy said in response to a question about recurring navigation issues, including speed-limit recognition, parking and routing. "We are building an entirely new architecture with essentially AI-based mapping and navigation."
The move extends a philosophy that has defined Tesla's approach to Full Self-Driving: vertical integration. By generating its own maps from the sensor data its vehicles already collect, Tesla can iterate as fast as it ships software, rather than waiting on an outside provider to refresh the underlying data.
A Fleet That Maps Itself
Elluswamy described a system that improves automatically as cars drive. "The collective intelligence of all the cars is going to flow into making the maps and navigation super cool," he said, adding that the mapping will be integrated with voice so drivers can "talk to it, ask for different routes."

