Part 4/15:
- Recent investments: Though Elon Musk announced a $500 million Dojo cluster in Buffalo, NY, Cutress admits that he was unaware of this when analyzing Tesla’s progress, but finds it an encouraging sign. This could signal renewed efforts to scale or perhaps shift strategies.
He also references TSMC's recent wafer-on-wafer process developments, which could theoretically boost Dojo’s performance—potentially 40x more powerful in the future. Nevertheless, the current trajectory indicates uncertainty: “There are too many question marks,” Cutress concludes, emphasizing that hardware development is only part of the puzzle—software, team stability, and operational scaling are equally critical.