It’s important to mention that Tesla finds itself now in a delicate situation because Elon Musk, the CEO of this automaker, is struggling to explain to shareholders that Tesla is, besides an automaker, also an AI and robotics-focused company. But this idea is harder to explain because at the robotaxi launch, which took place in Austin two months ago, the promoted Model Y featured a human in the passenger seat. So, some shareholders and Tesla fans believed that the robotaxi still needed human supervision to work.
Even more so, a lot of incidents with Tesla robotaxis have been reported, which have drastically reduced the trust in these models.
When announced back in 2021, Elon Musk hoped that it would become an icon in the industry because it was focused on creating a full Tesla self-driving technology based on high amounts of video data. Also, it was considered to increase Tesla’s market value by about $500 billion.
But now, with this department planned to be shut down, the automaker will most probably have a shift in its overall strategy.
It should be mentioned that Tesla is now trying to build stronger connections with Nvidia, along with other tech partners, in computing and chip manufacturing. Also, to strengthen this idea, Tesla has recently signed a huge deal with Samsung for chip manufacturing, more specifically to manufacture A16 inference chips in a collaboration worth $16.5 billion. The A16 inference chips are promised to be the power of Tesla Optimus humanoid robots and FSD (Full Self Driving Supervised System).
“Thinking about Dojo 3 and the AI6 inference chip, it seems like intuitively, we want to try to find convergence there, where it’s the same chip,” Elon Musk stated when asked about the recent collaboration with Samsung.