Strategic Importance of Tesla Dojo Chips and 4680 Batteries

Tesla and Elon continue to develop 4680 batteries, AI4 and AI5 inference chips and Tesla Dojo chips. I have projected that Tesla could get trillions in value from cracking making Dojo chips being broadly useful for xAI for large language model training. 4680 development work continues despite issues scaling towards the original 100 GWh per …

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Expert Jon Twigge and Brian Wang on SURVIVING A FASTER and HARDER AI Future, Part 1

Technology experts Brian Wang and Jon Twigge discuss the fast arriving future of AI. The acceleration of AI technology has already started happening. It is the shocking speed of development and the speed of change which will make adapting and surviving harder. Speed of change is everything. XAI and Tesla have more speed. Physical change …

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NVIDIA Chip Roadmap: B200, Rubin and Beyond Versus Tesla Dojo 2, 3 and 4

NVIDIA’s chip roadmap progresses from the B200, part of the Blackwell architecture, to the Rubin architecture, with hints of potential “ultra” chips or new architectures in the future. The next generation Nvidia Rubin chip is expected late in 2025 and their should be an Ultra variant of the Blackwell chip. At the late 2024 All …

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Tesla Has 4+ Exaflops of Dojo or 3% Dojo Versus Nvidia AI Chips

Tesla just presented a highly technical talk about Dojo’s networking protocol at the Hot Chips conference. The Tesla networking protocol is twice as fast as the industry standard NVLink used in Nvidia supercomputers. Tesla Dojo is cost competitive to Nvidia. Tesla is nearing the end of Dojo Version 1. They are working on Dojo Version …

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Tesla FSD, Robotaxi, AI Services and Optimus Teslabot From Q1 Earnings

Tesla revealed a lot about all of their existing and planned artificial intelligence related products and services in the Q1 2024 earnings call. Elon talked about offering FSD/robotaxi as a hybrid Airbnb and Uber model. Tesla will operating the fleet and the network. The enduser will be able to control their participation in the robotaxi …

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