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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
DWS has nothing to do with a Tesla product or FSD. So it doesn't require any information from AI day. It has to do with some AI, or large computing, task that some other person/company wants to run and they need computing resources to run it. (It could be L5 related, like Comma.AI, or totally unrelated.) This is like AWS, Azure, Google Cloud Computing, etc... You build the hardware/service and people bring their problems to you to run on your platform when you don't need it for your own problems. It will be a by-product of Tesla building the compute that they need for their FSD program.
But you not understanding it proves the point that the analysts likely don't either.
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LIDAR is the future (of Tesla employees bailing out for larger equity stakes)
electrek.co
Tesla (TSLA) acting general council leaves for Lidar startup
Tesla’s acting general council, Alan Prescott, has left for Lidar startup Luminar. The automaker has gone through four general councils...
electrek.co
No, this is running on proprietary Tesla processors focused primarily on AI training which is useless for AWS customer or Azure who mostly use them for virtual machines needing X86 cores and graphics. The number of programs that can run on Dojo is whatever Tesla provides, not universally compatible software like the ones customers want to use in a virtual X86 machine environment.
Just an after-hours thought:
Unlike some years ago I noticed that I am about the only left who who still has a (reasonably) realistic profile photo.
Is that because everybody else now has to protect their privacy after they became billionaires?
Either way, it's boring...
Unlike some years ago I noticed that I am about the only left who who still has a (reasonably) realistic profile photo.
Is that because everybody else now has to protect their privacy after they became billionaires?
Either way, it's boring...
Only a true bot would deny his bottness.
But Azure is also used for a lot of AI tasks. (I know we use Azure for that, and if Tesla can provide computing resources that are faster and/or cheaper it is very likely that we would do the development work necessary to port our workloads to run on DWS instead.)
Most likely Tesla won't provide programs, they will provide an API that developers can use to develop their own workloads. (Tesla may very well provide some sample AI training programs that could be used as an example/starting point.)
Knightshade
Well-Known Member
OK, just to keep you happy...
Yes because those servers are nothing but a bunch of Intel/AMD cores with a bunch of Nvidia GPUs. Companies buy resources (like I want 8 CPU cores and 2 A100 GPUs) to do their training. But most of their customers just want it for virtual machines, not training. If they were really serious about training, they would build their own ASIC dedicated training servers like what Google did. But if a company wants to do some light training, then GPU and cpu Azure or AWS provide is fine.
Tesla is not using conventional hardware here. Most conventional training software runs on CUDA cores(Nvidia) or ROCm. So Tesla needs to build the software stack and provide why this is better than Nvidia, the typical go to. AMD has been wanting to penetrate this space for years but it's not easy not because of a lack of compute, but a lack of good software ecosystem.
Pezpunk
Active Member
Presumably, Tesla is going to provide an API to their powerful NN platform. Users will create their own programs that make use of Tesla's hardware and platform to create intelligent applications that would otherwise be impossible. In the same way that AWS provides instant server infrastructure that can be arbitrarily scaled at a moment's notice, Tesla will do the same for AI and machine learning.
Hey! No need for insults.
OK folks, I gotta actually make stuff in my own little Factory/Lab.
So far, I have no trades pending either way. Friday's gonna be a work-distraction day for sure. No clue what I'm going to do really - everyone makes a great case on short-term movement. If there is a pull back post-earnings, I bet we're not even up to that future ER dip price. Volume today went from Low to Ave by day end.
Maybe some shorties are in retreat as if they just heard a million horses coming over the next hill, and with the sun is directly in their eyes. Gathering stones for ER day is my guess.
So far, I have no trades pending either way. Friday's gonna be a work-distraction day for sure. No clue what I'm going to do really - everyone makes a great case on short-term movement. If there is a pull back post-earnings, I bet we're not even up to that future ER dip price. Volume today went from Low to Ave by day end.
Maybe some shorties are in retreat as if they just heard a million horses coming over the next hill, and with the sun is directly in their eyes. Gathering stones for ER day is my guess.
Well, one other reason I can think of is that for the past year I have felt a bit of barber-phobia, which in time developed into the reverse; barbers now fear my very sight. It may be similar for others. (Not naming any names ...)
If Tesla builds their DOJO processors like how they build their FSD Chip, then it's very specific type of training. The type that requires a lot of data which requires large NN. Lots need to be revealed from AI day to fully understand implication of this and it's not something that can answered on a conference call. Also we are all speculating based on the tiny bit of bread crumbs Musk dropped.
I posted the above message before I left for my pandemic delayed visit to my dermatologist. Successful. Then my first visit to a grocery store in a year. Successful. These followed my recent long delayed physical exam and colonoscopy. Successful-Successful. It's been more than a month since my second Covid shot. Hooray.
Glad so many here appreciated the above linked article. And special thanks for surprising me with all of that TSLA buying interest while I was busy.
Motor Mouth
Member
Mine is analogous to dressing for the job you wanna have...
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