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Its so hilarious when people think everything Tesla does is some 4D chess about stock price, when in reality Musk really doesn't care about stock price at all.
by panick21_ 4y ago
Its so hilarious when people think everything Tesla does is some 4D chess about stock price, when in reality Musk really doesn't care about stock price at all. He literally thinks multiple years ahead, and doesn't change that strategy because some short term head winds.
> two incredibly resource-intense and error-prone processes in the same company (Automotive, Semiconductor).
If you think making these chips is excessive, you don't know Tesla. Tesla is the most vertically integrated car company in the world (maybe BYD compares).
Compared to literally designing not only their own batteries cells, but their own battery chemistries plus their own battery materials process AND their own fully up battery manufacturing factories. They started doing this a decade ago and only this year the first cars rolled of the line and being sold to costumers. That is years and years of investment, planning and internal capacity building.
In 2017 people were laughing at them for attempting to do all their own manufactriong. Now they have industry dominating automotive margin. They literally have their own materials team that makes their own aluminum for casting and have co-developed production machines that are the size of a whole house. This is now slowly being copied by other manufactures.
They also make their own glass, seats and a whole host of other things that most car companies don't make. Doing these things in-house cost billions and billions in capx.
Also, Dojo is not the only chip they make, they have other chips that are already being sold in their cars by the millions every year. Dojo is a pittance of investment compared to that and a fraction of the total investment into the overall self-driving stack. Just because you don't agree with the overall strategy (assuming from your comment) doesn't mean that they many, many billions Tesla spends isn't real, or its all some sort of stock price play.
So, if you think Dojo is about stock price, I don't know what to tell you, its just wrong.
- keepquestioning 4y ago
- dagmx 4y agoYour first point is provably false because Musk thinks about stock price often, and posts on his Twitter accordingly. However I do agree that Dojo isn’t about the stock price though I’m sure it’s about reducing their bottom line costs long term.
- fastball 4y agoI guess they meant to say he doesn't prioritize the stock price going up.
- mgoetzke 4y agoSo many people here seem to be convinced that since NVidia is the leader in this tech all other attempts of building up something comparable is a loosing proposition, shouldn't be even attempted, it senseless, and everybody should just bow to them and buy from them. Weird. I though competition, even when the Leader is far ahead is a good thing and up to the Investors. No idea whether they can make it work, it is really hard, especially adjusting their tools, but they have written most tools themselves, so adjusting should be possible. Making those tools available to outsiders one day ? can happen, doesn't have to.
- sinenomine 4y ago> So many people here seem to be convinced that since NVidia is the leader in this tech all other attempts of building up something comparable is a loosing proposition A non-issue if you understand the design space of TPU-like AI accelerators. The understanding shouldn't even be necessary because the major players (Google, now Amazon) already build their TPUs and have been for years. Nvidia tax is too much.