Comment by fastball
4 hours ago
Tesla wasn't "successful" before he "took it over" (read: invested most of their seed capital and ran the actual day-to-day operations).
SpaceX, founded entirely by him alone, is also the most valuable space technology company on earth, so...
Well sure. But that's not AI chips or FSD. The subject of this whole topic.
Within this realm of AI, Musk has constantly invested and failed. Dojo, xAI, Grok. His newest idea is leveraging SpaceX money to put data centers in Space.
Good luck with that.
Your previous comment was clearly not constraining itself to the realm of AI chips / FSD. Regardless:
How do you measure Dojo, xAI, and Grok being failures?
Dojo is training models for FSD, which is in operation today. The chips in Tesla cars are also taped in-house / vertically integrated, a lot of which is presumably shared investment with the chips needed for the Dojo training side specifically.
Separating xAI from Grok (in a list like this) is kinda weird, but seems that Grok is actually a very capable LLM, even if it is not best-in-practice. Even if not beating out the top 3 labs, it certainly seems to be in the top 5 by most metrics. The xAI Colossus data centers are real AI training/inference infrastructure that were stood up in record time, and they are now selling capacity to other LLM providers. Is that a failure?
https://finance.yahoo.com/news/tesla-shuts-down-dojo-ai-2219...
Dojo is shutdown dude. Literally doing nothing but rotting. After spending $Billions on a custom chip, Tesla is now just buying NVidia chips and wasting their Dojo efforts entirely
Team dismantled. Operations closed. Game over.
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A similar event is playing out with xAI. Operations are transferring over to SpaceX. Out of money, out of time. They're going to try to grab more money (possibly illegally) across Musks enterprises but there's some severe legal questions on the legality of these moves.
It's already sketchy as all hell that xAI bought Tesla's GPU fleet. Now SpaceX is buying it up under doubious circumstances.
Whatever is going on with xAI / Twitter is now clear. It's not possible for it to stand on its own two feet and needs external investors to continue to survive.
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