Elon Musk shares an update on Dojo: - Nvidia execution is impressive. Often hard to get Nvidia state-of-art GPUs. - Tesla will double down with Dojo to ensure training capability. - Elon sees a path to be competitive with Nvidia with Dojo. - “We really got to make Dojo... work. And we will.”show more

We knew he was DOWNPLAYING Dojo for a while… Seems like he really needed Nvidia to sell him those H100s for Tesla and xAI this past few months…. and probably figured it is going to be difficult to get those chips from Nvidia REGARDLESS of what he says now…. So why not just come out and say it. Doubling down on Dojo… between Dojo and AI5 hardware… (“about the power of a single B200” !?) ===> Tesla is about to go low-key head-to-head against Nvidia in hardware… <== Elon probably made this decision after the Shareholder vote.

bullish LONG term - " “We really got to make Dojo work. And we will.”" but it always takes so dang longer than expected for difficult problems to be solved in everything Tesla or Space X or Boring co etc does. But so many investors and general public forgets most don't even approach difficult problems, let alone tackle them, and even SOLVE difficult problems. "Elon makes impossible just late" - this is highly underappreciated.

Elon, it's inspiring to see Tesla's commitment to advancing Dojo. Competing with Nvidia is no small feat, but with your vision and determination, I'm confident Tesla will achieve it. Looking forward to witnessing the strides Dojo will make in AI and machine learning!

He is losing a lot of credibility with all of these claims Constantly changing the narrative and making up stuff

Dojo will do more for the journey to AGI than all other participants combined have achieved cumulatively in AI to date.

Another bad earning and very bad earning call as usual!

Hmm.. tesla buying nvda chips and uses it to compete with Nvda ? Forever will be lacking behind. Is tesla going to build its own chip ? If yes then there is a chance to compete. If no, the narrative of “hard to get the nvda chips” will keep going on. And always an excuse. $TSLA

Tesla's move to use its own in-house A4 chips to supplement the Nvidia chips they can't get enough of is a smart strategic decision that leverages their expertise in engineering. Having a long history of designing excellent silicon carbide power electronics is also a plus. This expertise has been honed through their experience in building EV drive-trains, which require sophisticated cooling methods. Mastering cooling challenges are crucial when building powerful supercomputers like Dojo. Tesla's ability to double down on Dojo is a testament to their know-how in these areas

LT Dojo is like 4680 and lithium refinery - Tesla's gonna pave alotta runway. Plenty to run.

Looking forward to this!