Dojo has been pitched as the secret weapon that will be known to unlock true-self driving. It is capable of processing mountains of video data from millions of Tesla cars, which will go a long way to give the company a closed loop of data , training and deployment. For years , Musk has teased Dojo as tyhe key to leapfrogging Nvidia.
Fastforwarding till today; Dojo is gone, its team has been disbanded and Tesla is now betting on Cortec and the next-gen A16 chips that has been developed with Samsusng. Insteasd of splitting resources, Musk is consolidating Tesla's AI hardware strategy around one path moving forward.
The signal here is bigger than Tesla itself. We have entered a world where automakers can't just build cars, they have to be able to build AI infrastructures behind them. Owning their own data , chips and also training clusters is not optional; it is knowns as the new competitive strategy.
In conclusion, investors and competitors alike, the lesson is simple. Tesla will no longer be playing in the auto industry alone. It is poistioning itself in the GPU wars, alongside with Nvidia, Google and hyperscalers.
Whether it is going to win or not , that move will be shaping how we think about car companies , AI hardware and the future of physical AI.