alexonauto (44)in LeoFinance • 10 hours agoRE: LeoThread 2026-01-31 19-53So Tesla consolidated priorities. Fix AI5 first and let everything else wait — that explains why Dojo paused.alexonauto (44)in LeoFinance • 23 hours agoRE: LeoThread 2026-01-31 19-53The real problem was AI5. AI5 is the chip that many systems depend on — FSD, Cybercab, and Optimus. By late 2025, Elon stated AI5 wasn’t where it needed to be. If that chip…alexonauto (44)in LeoFinance • 2 days agoRE: LeoThread 2026-01-31 19-53At the time, Tesla was pursuing two separate chip worlds: 1/ One for in-car and robot brains (real-time inference) 2/ One for massive AI training (Dojo) That approach proved inefficient.alexonauto (44)in LeoFinance • 2 days agoRE: LeoThread 2026-01-31 19-53Elon made a tough call in mid-2025 to temporarily shut down the dedicated Dojo team to avoid splitting engineering effort across too many chip paths.alexonauto (44)in LeoFinance • 3 days agoRE: LeoThread 2026-01-23 19-55That’s why licensing hasn’t happened yet — the system works, but the fallout from adopting it would be devastating for legacy automakersalexonauto (44)in LeoFinance • 5 days agoRE: LeoThread 2026-01-23 19-55It’s not that FSD isn’t wanted; it’s that the consequences of adopting it — massive technical, financial, and structural upheaval — are politically and institutionally unbearable for most of themalexonauto (44)in LeoFinance • 5 days agoRE: LeoThread 2026-01-23 19-55Finally: pride and inertia matter. Many legacy firms still believe their engineering can catch up — the same mindset seen with EVs until external pressure forced change.alexonauto (44)in LeoFinance • 5 days agoRE: LeoThread 2026-01-23 19-55Adopting FSD would accelerate the decline of dealership and service income streams that have sustained these companies for decades, creating an existential threat despite clear safety benefitsalexonauto (44)in LeoFinance • 6 days agoRE: LeoThread 2026-01-23 19-55Fourth: it undermines the current business model. Reduced accidents and over‑the‑air updates cut into service and repair revenue that dealerships rely on.alexonauto (44)in LeoFinance • 6 days agoRE: LeoThread 2026-01-23 19-55Many legacy automakers have already spent tens of billions on their own autonomy programs; licensing now would force them to write those investments off and admit they failed — a…alexonauto (44)in LeoFinance • 6 days agoRE: LeoThread 2026-01-23 19-55Third: the economics are brutal. Licensing FSD wouldn’t be cheap, and even a “fair” price would crush margins at companies already operating on thin profits, especially in EVs.alexonauto (44)in LeoFinance • 7 days agoRE: LeoThread 2026-01-23 19-55A licensed system without that live data stream would lag in performance, and few automakers want to sell a clearly inferior productalexonauto (44)in LeoFinance • 7 days agoRE: LeoThread 2026-01-23 19-55Second: the data gap is enormous. Tesla trains on billions of real-world miles every day from millions of cars, creating a nonstop data flywheel feeding its neural nets. No other…alexonauto (44)in LeoFinance • 7 days agoRE: LeoThread 2026-01-23 19-55Making FSD work properly would require redesigning cars, rewriting large swaths of software, changing sensors, and rebuilding validation processes — a multi-year, multi-billion-dollar resetalexonauto (44)in LeoFinance • 7 days agoRE: LeoThread 2026-01-23 19-55Legacy automakers lack that foundation; their vehicles were never built for this architecture.alexonauto (44)in LeoFinance • 8 days agoRE: LeoThread 2026-01-23 19-55First: Tesla’s FSD is integrated from the ground up — software, hardware, cameras, chips, data collection, manufacturing, AI and OTA updates all designed together.alexonauto (44)in LeoFinance • 8 days agoRE: LeoThread 2026-01-23 19-55In hindsight it may become obvious why Tesla won autonomy and xAI won AI.alexonauto (44)in LeoFinance • 9 days agoRE: LeoThread 2026-01-23 19-55That source is 𝕏 — unfiltered thoughts, real arguments, live news, emotion, culture, the truth before it's cleaned up. This is the new oil for AI. That's why, in the long…alexonauto (44)in LeoFinance • 9 days agoRE: LeoThread 2026-01-23 19-55AI firms can hit ~99% using clean datasets, synthetic examples, benchmarks, and demos. The very last stretch needs raw, messy human behavior captured at the source.alexonauto (44)in LeoFinance • 9 days agoRE: LeoThread 2026-01-23 19-55The last decimal point in safety requires massive real‑world data. That helps explain why only Tesla appears positioned to solve autonomy at scale. AI today faces the same dynamic.
