Also worth noting that Elon said 2 weeks (!!!) ago on investors call that they expect to have Dojo operating sometime next year at scale equivalent to 100k h100... How people still don't see that this guy is just lying all the time is beyond me.
The ship is sinking very fast folks.
enslavedrobot · 33m ago
This is what people said in 2018 when the stock was 16$. In case you aren't keeping up Tesla signed a $17billion agreement with Samsung to produce their AI6 chip family which is designed to replace the dojo architecture. It is a harmonized design that can be scaled to training clusters or deployed in edge inference.
ethagknight · 3h ago
Given that AI is core to Tesla's robotic and self driving future, it seems like theres a lot more to this story than what has been leaked thus far.
TheAlchemist · 23m ago
Yeah, there is more to the story - it's just pure fantasy !
Tesla robotic future ? They are years behind competitors... they are very good at faking autonomous robots though - people are still falling for their Twitter posts, Robotaxi unveil with teleoperated robots and Tesla Diner teleoperated robot serving popcorn (which last something like 2 days... then it was gone already). It's all PR stuff, nothing is really happening behind the scenes.
iszomer · 3h ago
Maybe an intentional troll, given the profile's project.the.snowball moniker. /shrug
cosmicgadget · 2h ago
There are other hardware vendors.
ivape · 3h ago
Two years ago Elon actually sounded a warning about Dojo. I recall him mentioning this in an earnings call:
“And we’re pursuing the dual path of Nvidia and Dojo. But I would think of Dojo as a long shot. It’s a long shot worth taking because the payoff is potentially very high. But it’s not something that is a high probability. It’s not like a sure thing at all. It’s a high‑risk, high‑payoff program. Dojo is working, and it is doing training jobs, and we are scaling it up, and we have plans for Dojo 1.5, Dojo 2, Dojo 3, and whatnot. So I think it’s got potential, but I can’t emphasize enough: high risk, high payoff.”
In other words, he admitted it’s a long shot to replace Nvidia with their own chip awhile ago. It’s interesting because Google hasn’t given up on their TPUs, but Elon being a hardware guy mostly, has.
mrandish · 19m ago
> it’s a long shot to replace Nvidia with their own chip awhile ago
It's also worth mentioning that having their own ambitious effort in secret development was a valuable BATNA (negotiating tactic) for long-term contracts with outside suppliers. The value of that recent >$16B deal with Samsung for AI chips thru 2033 may have benefited from the prospect of Dojo as a potential in-house alternative.
kranke155 · 2h ago
I doubt Elon had the time or the inclination to build yet another hardware stack, and he probably saw something that showed him he couldn’t quite catch up to Nvidia?
The scale of Nvidia manufacturing and RnD should be staggering atm. Google built the entire software and hardware stack for TPUs before the AI boom. I can’t even imagine how hard it would be to hire GPU hardware talent right now.
bamboozled · 2h ago
It’s amazing how people are operating with such immunity. If I lied to my boss like that I suppose I’d just be fired and let go without pay…or would I get promoted ?
I’m not into fucking society over like these sociopaths, I guess that’s “my problem”.
cosmicgadget · 2h ago
> Tesla has faced an exodus of key talent this year as it has grappled with rising competition, falling sales and a consumer backlash to Musk’s political activity. Milan Kovac, the head of engineering for Optimus, and David Lau, vice president of software engineering, departed earlier this year, while Bloomberg reported in June that longtime Musk confidant Omead Afshar had abruptly left.
Wonder how much is belt-tightening from poor financials and how much is talent that was tempted/driven away.
paxys · 1h ago
"Tesla builds Dojo Supercomputer" - stock goes up
"Tesla disbands Dojo Supercomputer" - stock goes up
I was thinking maybe this, but more likely X.AI would develop the models for Tesla, such as for FSD and Optimus.
Honestly, it might not be a bad move. X.AI has done some great stuff, Grok is rough around the edges but pretty much at the bleeding edge and it doesn't make a lot of sense for musk to be running two AI camps (Yes I know they are theoretically separate companies...(
jeffbee · 3h ago
I want to write a browser extension that analyzes past HN archives and decorates the usernames of posts and comments with a "Fell For It Again" badge in the case of people who seemed to believe that Dojo existed.
snypher · 2h ago
Maybe you should provide a list of things you were wrong about so we can tag you accordingly.
jeffbee · 2h ago
Look, if you're talking about making the HN-sentiment-badge extension general and customizable, I am in.
https://www.reuters.com/business/autos-transportation/tesla-...
Also worth noting that Elon said 2 weeks (!!!) ago on investors call that they expect to have Dojo operating sometime next year at scale equivalent to 100k h100... How people still don't see that this guy is just lying all the time is beyond me.
The ship is sinking very fast folks.
Tesla robotic future ? They are years behind competitors... they are very good at faking autonomous robots though - people are still falling for their Twitter posts, Robotaxi unveil with teleoperated robots and Tesla Diner teleoperated robot serving popcorn (which last something like 2 days... then it was gone already). It's all PR stuff, nothing is really happening behind the scenes.
“And we’re pursuing the dual path of Nvidia and Dojo. But I would think of Dojo as a long shot. It’s a long shot worth taking because the payoff is potentially very high. But it’s not something that is a high probability. It’s not like a sure thing at all. It’s a high‑risk, high‑payoff program. Dojo is working, and it is doing training jobs, and we are scaling it up, and we have plans for Dojo 1.5, Dojo 2, Dojo 3, and whatnot. So I think it’s got potential, but I can’t emphasize enough: high risk, high payoff.”
https://thetranscript.net/transcript/5550/tesla-q4-2023-earn...
In other words, he admitted it’s a long shot to replace Nvidia with their own chip awhile ago. It’s interesting because Google hasn’t given up on their TPUs, but Elon being a hardware guy mostly, has.
It's also worth mentioning that having their own ambitious effort in secret development was a valuable BATNA (negotiating tactic) for long-term contracts with outside suppliers. The value of that recent >$16B deal with Samsung for AI chips thru 2033 may have benefited from the prospect of Dojo as a potential in-house alternative.
The scale of Nvidia manufacturing and RnD should be staggering atm. Google built the entire software and hardware stack for TPUs before the AI boom. I can’t even imagine how hard it would be to hire GPU hardware talent right now.
I’m not into fucking society over like these sociopaths, I guess that’s “my problem”.
Wonder how much is belt-tightening from poor financials and how much is talent that was tempted/driven away.
"Tesla disbands Dojo Supercomputer" - stock goes up
Honestly, it might not be a bad move. X.AI has done some great stuff, Grok is rough around the edges but pretty much at the bleeding edge and it doesn't make a lot of sense for musk to be running two AI camps (Yes I know they are theoretically separate companies...(