🧵 REPLYING TO @amitisinvesting (amit):
┌─ "AS PER BLOOMBERG:
- Tesla is winding down efforts with Dojo
- Focusing their compute needs on Nvidia, AMD, and Samsung
- Pete Bannon, VP, is now leaving Tesla after most of the Dojo team has begun to leave
My take: not really a big deal.
Most of the Tesla bull case has been rooted in FSD/Optimus, not Dojo. In fact, the focus on outsourcing compute/chips should only accelerate FSD/Optimus vs trying to do it in house. Elon said in 2023 there was a low probability of Dojo working.
Deepens the moat on Nvidia — just easier to buy their chips vs replace them.
$TSLA $NVDA $AMD"
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💬 ELON'S REPLY:
@amitisinvesting It doesn’t make sense for Tesla to divide its resources and scale two quite different AI chip designs.
The Tesla AI5, AI6 and subsequent chips will be excellent for inference and at least pretty good for training. All effort is focused on that.