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which is obviously very specialized for AI training. It's hyper-specialized for AI training
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2022 Q4
29 Jan 23
as we get closer and closer to solving real-world AI, and we don't see anyone even close to us in achieving this
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2022 Q4
29 Jan 23
Tesla is really one of the world's leading AI companies
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2022 Q4
29 Jan 23
The Austin and Berlin ramp in efficiencies and 4680 will make a substantial amount of progress on that over the course of the year
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2022 Q4
29 Jan 23
we also have, by far, the most efficient inference computer at the -- with the FSD computer in the car. This has potential for products that are in car even really in automotive.
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2022 Q4
29 Jan 23
we see a path to an order of magnitude improvement in the energy efficiency or per given unit of training
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2022 Q4
29 Jan 23
We're trying to do graphics, video games. It's doing crypto mining. It's doing a lot of things. Dojo is just doing one thing and that is training. And we're also optimizing the low-level software too.
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2022 Q4
29 Jan 23
we've got a good sense of how efficient the GPU clusters operate and what Dojo needs to do in order to be competitive
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2022 Q4
29 Jan 23
we're operating one of the biggest GPU clusters in the world already
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2022 Q4
29 Jan 23
we do see potential for an order of magnitude improvement relative to GPU, what GPUs can do for Dojo
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2022 Q4
29 Jan 23
we think Dojo will be competitive with the NVIDIA H1 at the end of this year and then hopefully surpass it next year
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2022 Q4
29 Jan 23
for the longest time, we've been constrained on total cell lithium-ion production output
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2022 Q4
29 Jan 23
in our shareholder letter, in addition to disclosing the dollar amount of the deferred revenue release, we also included in there the dollar value of the balance of unreleased deferred revenue that will be released over time with future software updates
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2022 Q4
29 Jan 23
then there's a minority of the total package that's remaining that will be released over time as software updates are there
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2022 Q4
29 Jan 23
Then there's an incremental, which is for the additional features of full self-driving offers and we've released a portion of that.
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2022 Q4
29 Jan 23
Then there's an incremental, which is for the additional features of full self-driving offers and we've released a portion of that.
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Transcript
2022 Q4
29 Jan 23
Then there's an incremental, which is for the additional features of full self-driving offers and we've released a portion of that.
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Transcript
2022 Q4
29 Jan 23
Then there's an incremental, which is for the additional features of full self-driving offers and we've released a portion of that.
(No comment added)
Transcript
2022 Q4
29 Jan 23
Then there's an incremental, which is for the additional features of full self-driving offers and we've released a portion of that.
(No comment added)
Transcript
2022 Q4
29 Jan 23
Then there's an incremental, which is for the additional features of full self-driving offers and we've released a portion of that.
(No comment added)
Transcript
2022 Q4
29 Jan 23