Morgan Stanley: Dojo Could Add $600 Billion To Tesla Market Cap
Morgan Stanley came out with a report a while back that talked about Dojo, Tesla's AI supercomputer, could add $600 billion to the market cap.
In this video I discuss the future of Dojo and how Tesla might use it. I do disagree with Morgan Stanley in the sense I do not see it having a direct impact on revenues since I dont think they will rent it out. However, in house use could really impact other aspects of the business.
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Summary:
In this episode, Task discusses a recent report from Morgan Stanley about Tesla's AI supercomputer, Dojo. He explains that Dojo is being constructed to train the neural network on autonomous driving, potentially adding $600 billion in market cap to Tesla according to Morgan Stanley. Task speculates on the possibility of Tesla leasing out the supercomputer for additional revenue streams but ultimately concludes that it will mainly be used for internal purposes like full self-driving and optimist training. He suggests that the development of Dojo could greatly impact Tesla's market cap by accelerating technological advancements within the company.
Detailed Article:
Task delves into the significance of Tesla's AI supercomputer, Dojo, a project initiated five months prior with the goal of training the neural network for autonomous driving. The discussion centers around a report by Morgan Stanley, forecasting a potential $600 billion increase in Tesla's market cap due to Dojo's capabilities. Task emphasizes the transformative power of this supercomputer, likely enabling Tesla to enter additional markets beyond electric vehicles.
Furthermore, Task raises the possibility of Tesla leasing out Dojo, drawing parallels to how supercomputers like Summit are rented for compute-intensive tasks in various industries. However, he speculates that Tesla will primarily utilize Dojo for internal functions such as full self-driving and optimist training, rather than pursuing external revenue streams. Task's conjecture is grounded in the potential for Dojo to elevate Tesla's technological prowess, particularly in advancing towards the development of humanoid robot capabilities, a vision outlined by Elon Musk.
The episode also touches upon the broader implications of Dojo's development within Tesla, likening it to Google's Gemini project involving advanced chatbot technology slated for integration across Google's applications. Task underscores the idea that enhancing the brains of Tesla's various technologies through Dojo's training could significantly increase the overall value of the company. This forward-looking perspective highlights the long-term strategic impact of innovations like Dojo on Tesla's competitive position and market valuation.
In conclusion, Task encourages viewers to monitor the progress and implications of Dojo's implementation at Tesla, underscoring how advancements in AI and supercomputing technologies can have profound ripple effects throughout an organization. By referencing Google and Gemini as an illustrative example, he underscores the potential for such transformative technologies to elevate the value proposition of companies like Tesla well beyond their initial applications. Through this analysis, Task offers valuable insights into the strategic significance of cutting-edge technologies like Dojo in reshaping the landscape of the automotive and tech industries.
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