Are they replacing their onboard chips with NVidia chips?
AFAICT Tesla has increased investment in their own chip ambitions. Dojo specifically being cut is a massive failure if you are motivated to believe that, but otherwise it looks more like a subset of custom chip work that didn't pay off and the company has appropriately cut their losses. The onboard "AI2/3/4/5" chips are clearly the bigger investment (they can be found on every Tesla vehicle) and do not seem to be going anywhere at the moment.
In any case, the promise was full coast to coast self driving by 2016. Not a limited run of some automatic taxis (mostly for publicity) that only operates with safety drivers or safety chase vehicles by 2026 in only one city.
Finally, we've gone from talking about top level AIs chips (Dojo) to limited run safety driver based taxis. It's really astonishing how far you are moving the goalposts here looking for a win.
You know that Elon Musks primary AI effort is xAI, which has failed so hard it's being rescued by SpaceX right? There's like the actual AI effort we can talk about here.
AFAICT Tesla has increased investment in their own chip ambitions. Dojo specifically being cut is a massive failure if you are motivated to believe that, but otherwise it looks more like a subset of custom chip work that didn't pay off and the company has appropriately cut their losses. The onboard "AI2/3/4/5" chips are clearly the bigger investment (they can be found on every Tesla vehicle) and do not seem to be going anywhere at the moment.