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There's nothing irrational about it. It's a big, bold, costly bet. A risky bet but not irrational. People doing this are not some bored Tesla engineers. Both

by kjksf 4y ago

There's nothing irrational about it. It's a big, bold, costly bet. A risky bet but not irrational. People doing this are not some bored Tesla engineers. Both the FSD chip and Dojo are staffed by chip design veterans Tesla poached from AMD, Apple and others. Just read those resumes: https://www.linkedin.com/in/peterbannon/ https://www.linkedin.com/in/peterbannon/ : this is the guy leading FSD chip https://www.linkedin.com/in/ganesh-venkataramanan-99272a3/ https://www.linkedin.com/in/ganesh-venkataramanan-99272a3/ : this is the guy leading Dojo People like this can only be poached with a combination of great project and great salary. It's a team that was built from grounds up because Tesla is (also) an AI company and Musk is thinking 10 years ahead.

pengaru 4y ago
> People doing this are not some bored Tesla engineers. The whole reason they're not bored is because they're doing this. You do realize we're basically in agreement, right? The more impressive the resumes the more important it is that you give them Real Work to do. But NVidia's state of the art in this space seems substantially better than Dojo. How much that matters in totality remains to be seen.
- mastax 4y ago
  If Tesla wasn't designing chips, they wouldn't have any chip designers to get bored.
  - pengaru 4y ago
    But once Tesla is designing chips for their in-vehicle inference needs, they need to keep those people interested and the large-scale training side is arguably more interesting to DIY.
astrange 4y ago
> It's a team that was built from grounds up because Tesla is (also) an AI company and Musk is thinking 10 years ahead. Well, also because Tesla has an unnaturally low cost of capital because of its meme stock status.
- epgui 4y ago
  Tesla makes mad money. It's not a meme stock.
  - baq 4y ago
    the biggest product of Tesla is its stock, there are no ifs and buts about it. this must change soon, since that mad money is barely enough to eek out a profitable quarter.
    - epgui 4y ago
      You clearly don't read SEC filings / financials. For your convenience, and you will want to look mainly at 10K and 10Q forms: https://www.nasdaq.com/market-activity/stocks/tsla/sec-filings https://www.nasdaq.com/market-activity/stocks/tsla/sec-filin...

by kjksf 4y ago

pengaru 4y ago

> People doing this are not some bored Tesla engineers. The whole reason they're not bored is because they're doing this. You do realize we're basically in agreement, right? The more impressive the resumes the more important it is that you give them Real Work to do. But NVidia's state of the art in this space seems substantially better than Dojo. How much that matters in totality remains to be seen.

mastax 4y ago
If Tesla wasn't designing chips, they wouldn't have any chip designers to get bored.
- pengaru 4y ago
  But once Tesla is designing chips for their in-vehicle inference needs, they need to keep those people interested and the large-scale training side is arguably more interesting to DIY.

astrange 4y ago

> It's a team that was built from grounds up because Tesla is (also) an AI company and Musk is thinking 10 years ahead. Well, also because Tesla has an unnaturally low cost of capital because of its meme stock status.

epgui 4y ago
Tesla makes mad money. It's not a meme stock.
- baq 4y ago
  the biggest product of Tesla is its stock, there are no ifs and buts about it. this must change soon, since that mad money is barely enough to eek out a profitable quarter.
  - epgui 4y ago
    You clearly don't read SEC filings / financials. For your convenience, and you will want to look mainly at 10K and 10Q forms: https://www.nasdaq.com/market-activity/stocks/tsla/sec-filings https://www.nasdaq.com/market-activity/stocks/tsla/sec-filin...