[dragontamer]

> 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.

[Robotbeat]

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