Comment by fastball
4 hours ago
Ok, but Dojo clearly has a spiritual successor in the form of: whatever Tesla is currently using to train FSD models? Like... Tesla kills teams all the time. Sounds like many were absorbed into the rest of the org. Seems like a bit of a nothing-burger without the follow-up that Tesla is shutting down FSD ambitions in general (or similar).
Yeah. It's called NVidia GPUs.
IE: Tesla spent over a $Billion building a team and custom building Dojo chips only to fire the entire team, throw away their chips and buy NVidia.
Are they replacing their onboard chips with NVidia chips?
AFAICT Tesla has increased investment in their own chip ambitions. Dojo specifically being cut is a massive failure if you are motivated to believe that, but otherwise it looks more like a subset of custom chip work that didn't pay off and the company has appropriately cut their losses. The onboard "AI2/3/4/5" chips are clearly the bigger investment (they can be found on every Tesla vehicle) and do not seem to be going anywhere at the moment.
We are just a few months away from the 10 year anniversary of Elon's coast-to-coast full self driving promise made in 2016.
If your idea of Elon Musks AI success is to lean on THAT side of Tesla... well, good luck with that.