从上次财报会议来看，elon非常不自信。但最近爆火的Groq，方案和Dojo类似，都使用SRam，只是人家只定位在推理。是否Dojo这种架构做training还是弱了点？Elon在回答时强调more training可以提升inference的效率，是在强调他要保证training的优势，因此在nvda和dojo两头下注？
如果Dojo能成功，对nvda的地位还是能撼动的
Elon Musk: “I mean, the AI hardware question is — that is a deep one. Um, so, we’re obviously hedging our bets here with significant orders of NVIDIA GPUs — GPUs are the wrong word, there really needs to be … there’s no graph—, you can’t, like, produce graphics. It’s not a graphics processing unit — neural net processing unit or something like that. Um, yeah, GPU’s a funny word — like vestigial. Um, so, um, and a lot of our progress in self-driving is training limited. Um, something that’s important with training — it’s much like a human: the more effort you put into training, the less effort you need in inference. So, just like a person — if you train in a subject (you know the sort of classic 10,000 hours), the less mental effort it takes to do something. If you remember when you first started to drive, how much of your mental capacity it took to drive. You had to be focused completely on driving. And after you’ve been driving for many years, it only takes a little bit of your mind to drive. You can think about other things and still drive safely.
“So, the more training you do, there more efficient it is at the inference level. So we do need a lot of training. Um, and um, and we’re pursuing the dual path of NVIDIA and Dojo. But I would — think of Dojo as … a long shot. Um, it’s a long shot worth taking, because the payoff is potentially very high, but it’s not something that is a high probability — it’s not like a sure thing, at all. It’s a higher-risk, high-payoff program. Um, Dojo is working, and it is doing training jobs. So, and we are scaling it up. And we have plans for Dojo 1.5, Dojo 2, Dojo 3, and what not. So, you know, I think it’s got potential. [Elon Musk sighs at this point.] But, we can’t emphasize enough: high risk, high payoff. So, I think it still makes sense, given the — you know, even if it’s a low probability of success, but a very high — anyway, I’m belaboring the subject! It’s a very interesting program. It has the potential for something special. There’s also our inference hardware in the car … [and he then went on to talk about that for a couple of minutes].”
tesla的dojo是不是要黄了
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