Tesla(US:TSLA) 3 6 Ke·2025-08-08 07:00Core Insights - Tesla has disbanded its Dojo supercomputer team, which was initially expected to significantly boost the company's market value by $500 billion [1] - Following the announcement, Tesla's stock experienced a slight decline in after-hours trading [1] Group 1: Dojo Team Disbandment - The Dojo team, once seen as a key player in Tesla's AI ambitions, has been dissolved, with approximately 20 former members joining a new startup called DensityAI, founded by the former head of Dojo [3][15] - The dissolution of the Dojo team may be part of Elon Musk's strategy for resource optimization, especially as other AI projects like xAI are progressing well [4][5] Group 2: Dojo Project Background - The Dojo project was introduced by Musk in 2019 as a supercomputer aimed at training AI for autonomous driving, with the D1 chip being its core component [6] - Despite initial ambitions, Musk later described Dojo as a "long shot" but worth pursuing, indicating a shift in focus towards external partnerships with companies like NVIDIA and AMD [8] Group 3: Leadership Changes - Key personnel changes have accompanied the Dojo project's decline, including the departure of Ganesh Venkataramanan, who led the project and later co-founded DensityAI [10][12] - Peter Bannon, who took over leadership of Dojo, also left the company following the team's disbandment, highlighting a trend of talent loss within Tesla [13][15] Group 4: Financial Implications - The disbandment of the Dojo team may alleviate some financial pressures for Tesla, allowing for a reallocation of resources towards more promising projects [5][8] - Tesla is also investing heavily in other AI initiatives, including a $700 million AI hardware investment in data centers [9]