[justapassenger]

I assume you never actually built any cloud infrastructure yourself. Plus Tesla (aka) Elon, well, say a lot of stuff, not always necessarily correct.

Internal research product is super far from any actual production usage. Especially if you go against some established paradigms, that require enormous amount of effort (more than developing silicon) to build tolling around, so people can design, program, debug, monitor it.

But that’s internal usage. Cloud is a totally different ballgame. You have to deal with thousands more requirements (and you cannot generally tell customer to do something else instead, as you can with internal teams). And customers that have operating procedures totally different from yours, 0 access to your internal knowledge and infinite less tolerance for BS answers (as you are paying customer, not a someone on the same boat).

Building cloud is extremely hard, and there’s a reason why Google is still losing money on it.

Plus, let’s even say that your 5 year estimate is correct, Dojo is amazing and the future of tech and they may have viable product by then. Do you think that Nvidia wont advance their AI offering by then? Google TPU will stop being developed? Or will Tesla continue investing to churn new generation of Dojo every year?

[rbanffy]

> You have to deal with thousands more requirements (and you cannot generally tell customer to do something else instead, as you can with internal teams).

You can. AWS started with S3 when everyone was using databases. As long as it’s cheaper than its competition, single use-case (you won’t serve a website on these) has a market.

[arinlen]

> You can. AWS started with S3 when everyone was using databases.

AWS staryed when there was no competitor.

Google started with a ton of world-class expertise when AWS was up and running and while operating already a colossal network of server farms using special-purpose, which Tesla has none of which, and after all these years barely got a 10% market share.

[rbanffy]

What they want is a training engine that is cheaper than whatever AWS or Google (or anyone else) can offer. If I can point my PyTorch to it instead of an AWS GPU for less money, why not?

[arinlen]

> What they want is a training engine that is cheaper than whatever AWS or Google (or anyone else) can offer.

Bold assumption, considering Tesla's hardware does not exist, the market is limited and Google has already years of providing machine learning services with special purpose hardware.

[robertlagrant]

What doesn't exist?

[tsimionescu]

Their hardware. They have, at best, 1 supercomputer (though it's not actually clear if they have more than some Dojo prototypes to me). That does not a cloud make.