absolutely, custom silicon like Tesla's Dojo gives them a huge moat – been stacking TSLA alongside GOOGL for that exact reason, edges like these compound into serious wealth over a decade
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absolutely, custom silicon like Tesla's Dojo gives them a huge moat – been stacking TSLA alongside GOOGL for that exact reason, edges like these compound into serious wealth over a decade
Dojo was canned. Elon decided that building two chips was senseless. All the focus is now on AI5 (and the ensuing generations of it).