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Could you expand on this? Are you saying Dojo will push Tesla to try to influence how TSMC designs and builds their next fabrication plant?Tends to find more cost savings all the way down to how fabs are designed and built
Last month, Tesla sold over 3,500 of its recently refreshed Model 3 sedan, making it the best-selling passenger car in Australia. On the back of these elevated levels of new Tesla deliveries, used Tesla Model 3 stock is also now nearly at an all-time high.
Tesla has sold 4,316 of its electric sedan in 2024 after having a slower start to its deliveries in January.
Many people here have a lot of their net worth on the line in this stock. Lots of people have millions of dollars invested.
A TMCer has killed themself because of poor options betting on TSLA overhype. Many others have lost millions.
Are we now at a point where also the reality is labeled "FUD"? I am a genuine long term buy and hold investor, have been invested in TSLA since 2015, and I want fact based and balanced discussions here, and welcome both those negative and positive to the stock, short or long term. What's the point of an echo chamber?Dodger was genuine long term buy and hold investor, he never advocated short term trading strategies.
So if you are making the claim that in 5 years time TSLA at the current share price is bad investment, make that explicit.
Genuine long term buy and hold investors are immune to FUD, and I can see why those intending to spread FUD find that annoying.
I'm sure the mainstream media would rather do cartwheels than suggest that the cybertruck is now taking EV truck buyers attention. I reckon we will have to see 4x the CTs sold per quarter than the lightning before any mainstream media grudgingly accepts it. Will likely happen this year.Legacy automaker Ford (NYSE:F) announced that it’s cutting jobs at the Dearborn, Michigan factory responsible for the F-150 Lightning electric truck due to a dip in electric vehicle demand. Out of 2,100 workers at the Rouge Electric Vehicle Center, 700 will shift to the Michigan Assembly Plant, aiding in the production of the Bronco and Ranger, while another 700 will stay at the F-150 plant. The rest face the decision between a $50,000 retirement offer or relocation within Michigan.
After watching Karpathy's recent interview I gleaned something I think is very important with regard to Dojo.Could you expand on this? Are you saying Dojo will push Tesla to try to influence how TSMC designs and builds their next fabrication plant?
This is a real shame. It will be many years before Tesla can possibly make enough Cybertrucks to meet the market demand for pickups.F150 lightning is in real trouble.
After watching Karpathy's recent interview I gleaned something I think is very important with regard to Dojo.
He was talking about how horribly inefficient today's GPU's are. Even NVIDIA's best are power hungry monsters that just don't do their jobs very well compared to the low-power human brain at only about 20 watts. It's obvious that when it comes to AI hardware, we are doing it wrong.
Clearly, there is unbelievable potential for improvement.
So the Dojo project can be justified on the basis that AI hardware is in its infancy. It's time for exploration. Like the gold rush, most will fail, but the one who digs in the right spot will be richly rewarded.
There's gold in them thar hills!
Not sure I follow, are you saying Tesla should invest in Dojo to be able to compete with NVIDIA in selling chips? Or how might Tesla be "richly rewarded" by this?After watching Karpathy's recent interview I gleaned something I think is very important with regard to Dojo.
He was talking about how horribly inefficient today's GPU's are. Even NVIDIA's best are power hungry monsters that just don't do their jobs very well compared to the low-power human brain at only about 20 watts. It's obvious that when it comes to AI hardware, we are doing it wrong.
Clearly, there is unbelievable potential for improvement.
So the Dojo project can be justified on the basis that AI hardware is in its infancy. It's time for exploration. Like the gold rush, most will fail, but the one who digs in the right spot will be richly rewarded.
There's gold in them thar hills!
I thought the SR version still came from Shanghai, or at least some of them do.I'm a bit confused, so maybe someone can help me out here.
I was under the impression that for a while now all Model Ys delivered in (western) Europe were being built in Berlin. My daily observation during my commute in The Netherlands of trailers full of Model Ys going from east (Germany) to west (The Netherlands, Belgium, UK) supported this thesis. However, the last few weeks I've been seeing the opposite: trailers full of Model Ys going from west (the harbors of Rotterdam or Zeebrugge) to east (Germany, Denmark, maybe even Scandinavia).
The only conclusion I can draw: Shanghai is still exporting Model Ys to western Europe. Is this a new development or was I mistaken and have they been doing this all along?
Karpathy was suggesting that there is a ton of potential gain in just improving computer architecture to be more suitable to the task.Nvidia’s GPUs are general purpose AI devices. They are not as efficient as google’s TPUs at doing certain things. Google tailors its TPUs to its internal workloads. Likewise Dojo should be more efficient at video training because it is optimized for FSD.
Nvidia chips are incredibly efficient for what they are. Of course, there is always room for improvement on the chip design and integration side but the types of improvements in power you are describing require fundamental material science advancements in the process node. That is way beyond Tesla or Nvidia’s domain.
At least until no one wants an old fashioned style truck. This will be similar to the change from tall skinny cars to low wide cars that happened mostly in the 1950s. Even as a kid back then I knew that tall and skinny meant an old car.This is a real shame. It will be many years before Tesla can possibly make enough Cybertrucks to meet the market demand for pickups.
I've been wondering a lot if Ford is going to end up having a very close relationship with Tesla. Ron Baron keeps talking about how cars will be like PC's with "Intel inside". But it will be "Tesla inside". Ford is the prime candidate for licensing deals that could make this a reality.
Technical issues aside, if you could put a Ford F-150 body on a Tesla drive train and use Tesla's in-car operating system, you would have a winner that would benefit both companies and hugely benefit the mission.
I'll preface this by saying that I'm not a computer architecture guy and I'm also not an AI guy. So my understanding is quite limited to my old-fashioned computer science training. But here is my best shot at this:Not sure I follow, are you saying Tesla should invest in Dojo to be able to compete with NVIDIA in selling chips? Or how might Tesla be "richly rewarded" by this?
OK. To me that sounds a bit too much of a longshot to assign it much value.I'll preface this by saying that I'm not a computer architecture guy and I'm also not an AI guy. So my understanding is quite limited to my old-fashioned computer science training. But here is my best shot at this:
Dojo is competing with NVIDIA by using a different architecture. So there is a potential for Dojo to have a breakthrough that blows the doors off NVIDIA and the other players. Because we are so early in this field, it's possible for Dojo to become the undisputed leader in AI hardware. With such power would come enormous riches. If you can train AI models a lot more efficiently than everyone else, you will win the AI future. Whether that means "Dojo as a service" or just that Tesla has neural nets that vastly outperform everyone else, it boils down to huge profits.
But Elon is right when he tells us that this is a bit of a long shot. There are several players and we don't know who will win. So Dojo is high risk, high reward.
I'll preface this by saying that I'm not a computer architecture guy and I'm also not an AI guy. So my understanding is quite limited to my old-fashioned computer science training. But here is my best shot at this:
Dojo is competing with NVIDIA by using a different architecture. So there is a potential for Dojo to have a breakthrough that blows the doors off NVIDIA and the other players. Because we are so early in this field, it's possible for Dojo to become the undisputed leader in AI hardware. With such power would come enormous riches. If you can train AI models a lot more efficiently than everyone else, you will win the AI future. Whether that means "Dojo as a service" or just that Tesla has neural nets that vastly outperform everyone else, it boils down to huge profits.
But Elon is right when he tells us that this is a bit of a long shot. There are several players and we don't know who will win. So Dojo is high risk, high reward.