On Thursday, Bloomberg Reported The fact that Tesla General Director, Elon Musk, ordered the solution to the dojo supercomputer project after the project leader and most of its employees to join another AI project. The message was a earnest failure of the manufacturer’s efforts in order to develop your own internal supercomputer to train AI models for self -propelled cars. And he signaled another blow to Tesla’s constant efforts to keep his best talent.
Over the years, Tesla has advertised a non -standard supercomputer, which aims to train machine learning models for the autopilot of Tesla, full of independent conducting and optimal robots as thing It will give her leg over other autonomous vehicle creators. While the rest of the industry relied on external computing suppliers and systems, Tesla would design its equipment on its own. According to Musk’s vision, AI’s integrated vertical effort would allow Tesla to jump out of more narrow competitors.
Technical delays and exodus of talents seemed to be more and more to postpone success
But technical delays and exodus talents seemed to be more and more to postpone success. In 2018, Jim Keller, the notable AI developer, who was first employed to conduct Tesla’s efforts, left. His successor, Ganesh VenkataramananLeft in 2023 to find a and density. The last one who left Peter Bannon, who led Dojo since Venkataramanan’s departure. It also combines AI density along with 20 other former Tesla engineers.
Other directors of Tesla who will be favorite in recent months are Milan Kovac, head of engineering for Optimus, David LauVice President of Software and Omead AFSHAR, one of the closest musk lieutenants.
After Bloomberg informed about development, Musk confirmed the change in Tesla’s approach, Writing on x that the novel generation AI systems entering the company’s vehicles “will be perfect for inference and at least quite good for training. All effort focuses on this.”
Depending on where you stand on Tesla, movement is either a glaring sign that the company’s AI efforts are excessive and disappointing, or it is a terrifying move to save money in an extremely capital race for the construction of robotaxia and humanoid robots.
Either way, there is no doubt that the decision is the main turning point from what Musk sold as the victorious formula of Tesla for years.
Dojo was supposedly the “secret sauce” of Tesla for self -propelled cars and humanoid robots
Dojo was allegedly Tesla’s “secret sauce” for self -propelled cars and humanoid robots, said Gordon Johnson, founder and general director of GLR Research, in a note for customers. “The system was supposed to raise the data from the Tesla fleet and crush it to allegedly make the algorithm smarter. Analysts even bought the noise from Morgan Stanley in 2023, bypassing a fantasy valuation of $ 5o0 billion to increase [Tesla] For the potential of Dojo. “
Moving forward, Tesla is expected to become more dependent on suppliers such as Nvidia, AMD and Samsung. Indeed, the car manufacturer is already moving to raise these relationships, turning a contract worth $ 16.5 billion with Samsung last month to obtain tokens for future EV and robotaxia. The South Korean Giant of Electronics is doing AI6 Tesla systems, while TMSC is to be provided by AI5 manufacturers in the near future.
Ultimately, investors can ultimately reward Tesla for the end of the dojo project and saving its resources, especially since the growing EV competition and the loss of government tax breaks still constitutes the lack of basic activities of the company. Indeed, Tesla’s shares increased by over 2.5 percent in early trade on Friday.
Talent Exodus remains a bigger problem for Tesla – especially since Musk seems to compete with XAI. Tesla’s last fights seem to touch every corner of the company. Muska’s right political views have created a crisis of the brand that sent many former liberal fans of the company applying for exits. If the most crucial Tesla managers begin to follow them, the musk can be launched in this race for AI dominance.