@Dithermaster has it down...
Nvidia don't actually make any complete self-driving systems. What they're doing is building tools and platforms that enable other auto manufacturers to make their own self-driving systems.
In a way, they're doing what they've always done. Nvidia don't make computer games; they make tools, both hardware and software, to enable
other companies to make computer games.
You'd be hard pressed to find a game that doesn't have Nvidia tech involved somewhere in the pipeline, whether at design time or render time. Likewise, I think maybe 10 years from now you'll be hard pressed to find any car manufacturer that doesn't use Nvidia tools in the manufacturing or running of their cars. Jensen is a very clever CEO.
Just like in the games industry, Nvidia do also make tech demos to showcase their technology. It's not to showcase it to you and me; it's to showcase it to their partners, to the games companies. I think we've all seen them, though. Sometimes, they're used as GPU benchmarks... usually pretty scenery with rain and particle systems and hard-to-render reflections etc. They're not full games - they're just designed to show off what their software/hardware can do. The same is true for their driving systems; once you sign up as a partner with Nvidia (as Tesla are) you can study their examples, learn from it, even use bits of it if you want... but it's not a full/complete system. It's training/showcase/advertising material that forms a springboard for bespoke development. This is what we've seen with BB8 and the demos of DriveWorks etc...
In the case of self-driving systems, each major auto manufacturer is working on their own system, and some will end up better than others.
It's an interesting counterpoint to Mobileye. What they're doing is a much more complete "in-house" solution; you buy the silicon and the software and plug it in to your car. I imagine Mobileye will dominate the 'reasonably priced car' market, and will do very well with smaller car companies that can't afford the engineering teams required to build their own systems. I'd be amazed if their relationship with Audi, Mercedes etc lasts - eventually these companies will want to differentiate... and waiting for Mobileye to innovate and release will become problematic for them (this is no doubt one of the reasons Elon said their split was 'inevitable')
Nvidia also make Mapworks - these are tools that enable mapping companies to make HD maps. Here, TomTom etc etc... these mapping companies are all using Nvidia tech to build their maps. Let them specialise in creating really great maps... they're good at it!
Basically, Nvidia looked at what's necessary to get to full self-driving cars, and then set about making the toolchain that others will need to make it a reality.
AP2 in its current state is not the same as the self-driving system; there will be some overlap, but it's missing the mapping ingredient. Both vision/detection and maps are important, but they have a symbiotic relationship. You can only get so far with vision, and only so far with maps. Together, you can go really, really far.
It's unlikely you'll get complete FSD
for the entire world for a long time yet. However, major cities, major highways etc - the mapping companies are already making and refining those HD map areas, because it makes sense to start with high density and easy to cover areas first. Those will be the areas where the FSD is enabled. Where there's no map, Tesla cars will probably fall back on same techniques that AP use today (driver assist).
I would imagine that a Tesla Vision car could drive from LA to New York today, if it had the map. I suppose Musk believes they'll have that ready by the end of the year...
Just like computer games; there are amazing ones and average ones. We're hoping that Tesla are the Rockstar of the self-driving world - but it'll come down to their own talent and ingenuity to leverage the tools and platforms that Nvidia (and others) provide, and successfully augment with their own tech. Tesla want their own system, so that they can update it whenever, accelerate the timeline, push with unique features... plus, Musk has a propensity to make and own as much as possible in house - something he learned from SpaceX (pretty clear from reading his biography).
