We could see some of this play out in the China EV market in the coming years. State sponsored subsidies around infrastructure standardization. Combined with fo

We could see some of this play out in the China EV market in the coming years. State sponsored subsidies around infrastructure standardization. Combined with foreign investment and competition spurring innovation. What I've seen personally is what can be loosely termed "emergent consensus". Historical competitors (and often it gets whittled down to two giants, such as Boeing and Airbus) will work in secret on research. But after years of experimentation arrive at very similar outcomes. An optimal answer that could only be arrived at through constant trial and error, product evolution and iteration. Regarding Karpathy's PyTorch presentation I don't thing anything that wasn't already public was revealed. The FSD board with custom NPUs is a Work of Art. I like that there are dual redundant streams. And the scale of the dataset is already well know: 4096 HD-images per step! If I had to speculate, the "Dojo Cluster" may be envisioned as an effort to share data and compute with industry partners as a cloud SaaS product and ancillary revenue stream. But that is pure speculation ;) Inside Tesla’s Neural Processor In The FSD Chip https://fuse.wikichip.org/news/2707/inside-teslas-neural-processor-in-the-fsd-chip/ https://fuse.wikichip.org/news/2707/inside-teslas-neural-pro...