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特斯拉重大重组:Dojo团队分散到多部门,大批骨干跳槽
TeslaTesla(US:TSLA) 3 6 Ke·2025-08-14 11:49

Core Insights - The recent dissolution of Tesla's Dojo project has led to significant restructuring within the company's AI divisions, with a focus on reallocating top talent to other critical areas such as autonomous driving and humanoid robotics [2][12][25] Talent Redistribution - The majority of the original Dojo team members are being reassigned primarily to the Robotaxi and humanoid robot sectors, as well as to Tesla's autonomous driving hardware development [3][8] - Software developers from the Dojo team are now reporting to Ashok Elluswamy, who oversees AI research for both Robotaxi and humanoid robots [5] - Engineers specializing in silicon chips and semiconductors have been moved to the autonomous driving hardware division to work on the upcoming AI5 chip, reporting to Aaron Rodgers [8][12] Strategic Shift - The termination of the Dojo project indicates a strategic pivot for Tesla, moving away from a fully self-developed approach to a more focused innovation on core autonomous driving technologies [8][25] - The decision to dissolve Dojo aligns with Musk's vision of vertical integration in AI hardware, marking the beginning of a significant reorganization within Tesla's AI framework [12][25] Historical Context and Future Outlook - The Dojo project, initially launched with ambitious goals, has faced stagnation since the introduction of the D1 chip in 2021, leading to its eventual discontinuation [20][23] - Tesla had invested approximately $500 million in the Dojo project, with Musk acknowledging that maintaining competitiveness in AI would require annual investments of at least several billion dollars [23] - The new AI6 chip is expected to outperform the previous Dojo framework, suggesting that while Dojo may be officially closed, its concepts could be integrated into future developments [25][26]