Core Viewpoint - Tesla is undergoing a significant strategic shift towards becoming an AI and robotics company, moving beyond its identity as merely an electric vehicle manufacturer. This transformation is centered around the Dojo supercomputer and the Cortex computing cluster, which are intended to enhance Tesla's advanced driver-assistance systems and fulfill Musk's vision of turning existing Tesla vehicles into autonomous taxis [1][5]. Group 1: Leadership Changes and Team Dynamics - Pete Bannon, Tesla's VP of Hardware Engineering, is leaving the company, which has led to the closure of the Dojo team and the reassignment of its engineers to other projects [1][4]. - Tesla has experienced a wave of talent departures this year, including key figures such as Milan Kovac, David Lau, and Omead Afshar [3]. Group 2: Dojo Supercomputer and AI Strategy - Tesla is disbanding the Dojo supercomputer project, which was initially seen as a cornerstone of its AI ambitions, and is now increasing reliance on external partners like Nvidia and Samsung for chip production [4][6]. - The Dojo project was intended to process vast amounts of video data for AI training, but discussions around it have diminished as focus shifts to the new Cortex AI training supercluster [5][6]. Group 3: Financial Agreements and Future Plans - Tesla has signed a $16.5 billion agreement with Samsung to produce more of its A16 chips domestically [2]. - Musk indicated that Tesla's AI efforts will continue to evolve, with a focus on integrating the Dojo and AI6 inference chips, which are expected to support various applications from full self-driving (FSD) to the Optimus humanoid robot [6].
特斯拉芯片负责人离职,解散Dojo团队