Dojo was a waste of money. Building chips in house is both difficult and expensive. And rarely necessary since NVidia, Intel, and AMD do custom IP designs for various clientele which would allow the use of decades of architectural experience that Tesla did not have at the time (and does not have now). And if Elon mandated any part of that design based on his intuition, not only is it useless for allowing 3rd parties to use (since it would lack a robust software infrastructure even approaching CUDA with questionable architectural trade-offs that don't make sense), it may not even be fit for purpose (at least on a dollar per watt / performance) relative to either H100, MI300, or even Intel's latest offering. And at least all three companies (NVidia, AMD, and Intel) have experience with designing this type of hardware.
The only 'benefit' to Dojo now is that unless you are a preferred customer, you aren't getting H100 any time soon and MI300 is just starting to ramp up (but has a much weaker software ecosystem). Best bet would have been to prototype Dojo, keep it small scale, and stop investing in it once you start to acquire the real deal, as it were.
The only thing left for Tesla to do now is to re-think the entire FSD approach into something that might work any time soon and off to the races =)
The only 'benefit' to Dojo now is that unless you are a preferred customer, you aren't getting H100 any time soon and MI300 is just starting to ramp up (but has a much weaker software ecosystem). Best bet would have been to prototype Dojo, keep it small scale, and stop investing in it once you start to acquire the real deal, as it were.
The only thing left for Tesla to do now is to re-think the entire FSD approach into something that might work any time soon and off to the races =)