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by Robotbeat 2608 days ago
Being potentially "leap frogged" in a couple years is only a problem if you're not planning on improving the chip in that time. Tesla is, in fact, planning on deploying an improved NN chip in 2 years (currently in development). They can use whatever process is available at that time.

And thank you for the correction about Intel/MobilEye using TSMC instead. Of course, anyone can use TSMC, so there's less vertical integration advantage for Intel/MobilEye than I had previously expected.
1 comments
dragontamer 2608 days ago
> Tesla is, in fact, planning on deploying an improved NN chip in 2 years (currently in development).

So Tesla is planning to spend another $100 to $200 Million on this project? For another chip? That's 10% of its remaining cash (Tesla only has $2.2 Billion left)

I'm not convinced that Tesla has the cash for these projects.

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Robotbeat 2608 days ago
It's effectively coming out of the cash they were sending to Nvidia, so the effect on cash flow is actually positive.
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