6. It's clear that they are starting to hit the limits of being able to fit all the inference for these complex networks onto their current FSD hardware. In the diagram they showed in one of the slides, it's clear that they are now leveraging both compute units to try and squeeze the needed performance (rather than the original vision of having the 2nd unit for redundancy).
It wasn't only in the slides, they said as much in the presentation. However I got the impression that they were only now using a small portion of the second chip. I suspect they still have a ways to go before hitting a limit.
10. I feel like they were a bit disingenuous with their Dojo presentation. There was very little distinction made between what they have built, tested and benchmarked to-date vs. what was aspirational with regards to Dojo.
I thought it was pretty clear. It's still very much in development. That 1 cu ft blade might have been the only one they've made so far. They haven't racked anything yet. Indeed, they may still be writing communications code.
They only just got one working D1 on a benchtop that they managed to train a small GPT model on, but the slides would have you believe they have this huge room-sized cluster almost built up and ready to go.
Nah. They never showed a cabinet, let alone a room. The slides were all block diagrams, obviously aspirational.
During the Q&A session a researcher on compilers for distributed computing systems asked a question about whether Tesla had managed to solve a very hard and challenging problem with such systems that is an active area of research in academia and the reply from the Tesla counterpart was very wishy washy, basically saying no, it's hard, but we think we can solve it. How Dojo eventually shakes out is still a big unknown at this point.
Yes BUT, that chip has 10 TBps on chip bandwidth, and 4 x 4 TBps off chip bandwidth. That's huge! Much more than other TPUs and such. ALSO Tesla created this chip architecture specifically for THEIR workload. So it is optimized and should work much better than alternatives.
It still isn't clear to me if investing all of this effort into Dojo is really all that beneficial to Tesla.
Elon has been quoted as saying that Tesla should be viewed as an amalgamation of start up companies. Not all startups will flourish, and not all technologies within Tesla will survive either. But many will, and those that do will propel Tesla really fast upwards. For instance, if you talk to many automotive engineers, they would be aghast at Tesla's humongous single piece castings and would give you a litany of reasons why it's a bad idea. Tesla doesn't care. They'll try it out and if it indeed turns out to be a bad idea, they'll quickly discard it, just as they did with their hyper automation idea during the Model 3 ramp. Or their battery swap idea.
Maybe Dojo will be a bust, but if it isn't, Tesla now has amazing AI supercomputer technology (and it isn't only in the chip design - it is also in the huge communications bandwidth, the compiler software, the packaging, the cooling, the power electronics, etc.) which can be leveraged for god knows what.
And no, I don't believe that doing DoJo "took away" resources elsewhere. Chip architects and the like aren't NN engineers. Parallel projects really.