[dragontamer]

Google will use TPUs. Their own technology.

Do you think Facebook would rather use Tesla Dojo instead of NVidia DGX A100 computers? Do you think any company, would rather choose this Dojo to build their internal software-stack on top of instead of CUDA / OpenCL / whatever?

I mean, its possible. But Tesla needs to start pumping out Github pages, documents, books, etc. etc. to document how exactly to use Dojo.

[spijdar]

I was responding to the idea that neural network-based software/hardware as a whole is an unprofitable industry trend, no comment on Tesla's specific hardware here.

[dragontamer]

In which case... I'm pretty sure its unproftiable for the vast majority of companies pursuing it.

Just as 80%+ of computer companies went bankrupt in 80s and 90s... I expect 80% of these chips to go bankrupt moving forward.

IBM PC, Amiga, Tandy, Acorn, Commodore, Japan's PC-98... they all were on the hype-train for the personal computer revolution. But very few of those machines ended up commercially successful. (IBM PC arguably did, but it was the knockoff clone Dell that won commercially)

Just because we know its a good idea doesn't mean that the companies putting bets on it will survive. In many ways, entering a hype market that's proven successful (but with no clear market winner yet) is almost more risky due to the huge amount of competition.