The actual article with non incendiary headline is actually interesting. It sounds like Tesla’s data center buildout is slower than their chip appetite, <i>or</i> they are shifting responsibility and resources to xai. I wonder how their internal chip project is going.. normally a surplus of h100s might seem like they have some winning custom silicon, but I imagine if they did we would be hearing a LOT about it.<p>With Tesla dealing with declining demand, and the cultural transition to a larger and more stable company, I understand why Elon would peel off AI, finance it with commercially reasonable contracts from Tesla, twitter, and spacex, and boom - you’ve got like the second highest revenue ai company in the world with arguably some of the most valuable proprietary data in the world, especially for the robotics / physical world stuff that’s coming, and it could be operating in that sweet spot he seems to like of massive growth operational + research scale out startup.<p>I wonder if xai needs custom hardware to win. I don’t think so. But I’m also unsure what winning looks like: AGI? Home assistant robot? Should be a fun five years to see what they end up doing.
Elon seems to want all the benefits of a public company with none of the obligations. Either way seems more and more that he better be right up there on his high wire without a net.
Doesn't really make sense for elons companies to all build their own clusters. Hopefully there is some ownership involved for Tesla as far as the resulting models.