[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.

[robertlagrant]

Ah yes, I see that now. But assuming they make the computer, they could also lease it to one or more cloud providers as a service. They don't necessarily have to build the whole thing.