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Hi everybody and welcome back to
another episode of the Elon Musk

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Podcast where we discuss all 
things technology 

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entrepreneurship in the future 
of humanity. 

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In today's episode, we'll be 
focusing on the recent news 

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regarding Tesla's plan to ramp 
up the orders for its Dojo D1 

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supercomputer chips. 
This move is part of a larger 

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strategy to advance Tesla's 
capabilities and artificial 

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intelligence, particularly for 
their autonomous driving 

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technologies. 
Now these chips are manufactured

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by Taiwan Semiconductor 
Manufacturing Company, or TSMC, 

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and according to insiders, Tesla
has plans to double the D1 chip 

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orders for the coming year. 
Firstly, let's talk about the 

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Dojo D1 chips and what they are 
and why they're so important. 

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Tesla's D1 chips are application
specific integrated Circuits or 

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ASICS, specifically designed to 
enhance the capabilities of 

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Tesla's Dojo Supercomputer. 
Now this machine is expected to 

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play a critical role in the 
training of Tesla's driver 

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assisted systems and their self 
driving AI models. 

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And the main advantage here is 
that Tesla can more efficiently 

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analyze extensive video data 
from its vast vehicle fleet, 

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negating the need for manual 
human input. 

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This also represents a 
significant stride toward 

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Tesla's aspirations for full 
self driving technology as well 

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as other initiatives like 
dedicated robo taxis and 

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optimist robots. 
As Tesla rolls out more a I 

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dependent projects, the Dojo D1 
chip becomes an increasingly 

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central component to the 
company's technological 

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infrastructure and the Dojo 
supercomputer has the potential 

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to advance not only Tesla's 
automotive applications, but 

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could also be integrated into 
other autonomous systems in the 

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future. 
Now moving on to the business of

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this report suggests that Tesla 
will be ordering 10,000 units of

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the Dojo D1 chip from TSMC for 
the upcoming year. 

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This is not just good news for 
Tesla, but also positive 

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development for TSMC, which has 
seen an increase in its high 

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performance computing or HPC 
related orders, partially fueled

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by Tesla's orders. 
And the dynamics between Tesla 

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and TSMC are becoming 
increasingly symbiotic, 

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benefiting both companies and 
pushing the envelope in 

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supercomputing and AI. 
Now firstly, we need to 

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understand the implications of 
Tesla shift away from NVIDIA. 

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For years, Nvidia's powerful 
GPUs have been the workforce for

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many companies in the tech 
industry, Tesla included. 

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Nvidia's technology has been 
particularly critical in Tesla's

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development of machine learning 
algorithms for autonomous 

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vehicles, and the strategic 
decision to ramp up the 

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production of Dojo D1 chips 
marks a turning point for Tesla,

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allowing the company to have 
more control over its own 

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destiny. 
And the Dojo D1 chips are not 

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just a piece of hardware, they 
represent Tesla's determination 

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to control its own intellectual 
property and their own 

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resources. 
Now let's talk about the supply 

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chain. 
Here in the global semiconductor

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market, supply constraints have 
become a significant concern for

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tech companies and the recent 
chip shortages have demonstrated

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the vulnerabilities and relying 
too heavily on 3rd party 

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vendors. 
By investing in its own chips, 

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Tesla is essentially laying the 
foundation for a more resilient 

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and adaptable supply chain. 
This in house production 

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capability gives Tesla an edge, 
enabling faster integrations of 

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its technology and potentially 
leading to a quicker rollout of 

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full self driving capabilities. 
Now on the future projection 

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side, Tesla has ambitious plans 
for the Dojo supercomputer which

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serves as the brain Center for 
their Dojo D1 chips. 

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According to various reports, 
the next Gen. 

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Dojo system is expected to be 
operational by 2024 with a 

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target achieving 100 exaflops of
compute power. 

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This would not only make Dojo 
one of the most powerful 

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supercomputers on the planet, 
but also give Tesla the 

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computational capabilities 
required for sophisticated 

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machine learning algorithms and 
data analysis. 

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Now with a more powerful Dojo, 
Tesla's rate of innovation could

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accelerate, impacting everything
from autonomous vehicles to 

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smarter energy solutions. 
Now the financial implications 

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should not be overlooked either.
This price tag associated with 

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NVIDIA H100GP U's was reported 
to be around 300,000,000 for the

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setup that Tesla was 
considering. 

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Now producing the Dojo D1 chips 
in house, despite the initial 

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research and development costs, 
could end up being a more cost 

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effective solution for Tesla in 
the long run. 

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In addition, having a 
proprietary chipset could become

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a new revenue stream for Tesla 
as they could eventually license

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this technology to other 
companies and sectors like 

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robotics, healthcare, or even in
aerospace. 

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Now let's not forget that the 
Dojo supercomputer isn't 

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exclusively for autonomous 
driving applications. 

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Test the signals that the Dojo 
capabilities could be leveraged 

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in other areas like robotics and
different kinds of autonomous 

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systems. 
Tesla's hardware 4.0 self 

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driving computer, another 
collaborative between test and 

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TSMC, has been a significant 
component in the development of 

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autonomous technology. 
And with such diverse 

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applications, Dojo's future 
could very well make it a 

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standard tool in the 
computational universe, applied 

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in various sectors, requiring 
immense computational power and 

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machine learning capabilities. 
Tesla CEO Elon Musk has even 

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disclosed plans to invest over 
$1 billion in the Dojo project 

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by the end of 2024, underlining 
its critical role in Tesla's 

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future and potentially the 
future of a I and robotics. 

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Now, we can't have an Elon Musk 
podcast episode without touching

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on a little bit of controversy. 
Tesla is currently under federal

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investigation for allegedly 
misappropriating company funds 

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to build a new mansion for Elon 
Musk. 

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And while this is indeed a 
critical issue that could affect

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Tesla's public image and even 
stock prices, it's essential to 

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remember that this is still 
under investigation and nothing 

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has been proven yet. 
Regardless of these challenges, 

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the momentum behind Tesla's 
technological advancements like 

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Dojo and the One Chips doesn't 
seem to be slowing down. 

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If anything, the accelerated 
investments indicate an 

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unshakable belief in the 
company's vision into the future

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of autonomous systems and AI. 
Now, thank you so much for 

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tuning into the Elon Musk 
podcast today. 

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We found this episode 
informative and want to keep up 

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with all things Elon Musk and 
all of his companies do. 

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Please hit the subscribe button 
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And until next time, this has 
been the Elon Musk podcast. 

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My name is Will Weldon. 
Take care of yourselves and each

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other, and I'll see you in the 
next one.