Your previous comment was clearly not constraining itself to the realm of AI chips / FSD. Regardless:
How do you measure Dojo, xAI, and Grok being failures?
Dojo is training models for FSD, which is in operation today. The chips in Tesla cars are also taped in-house / vertically integrated, a lot of which is presumably shared investment with the chips needed for the Dojo training side specifically.
Separating xAI from Grok (in a list like this) is kinda weird, but seems that Grok is actually a very capable LLM, even if it is not best-in-practice. Even if not beating out the top 3 labs, it certainly seems to be in the top 5 by most metrics. The xAI Colossus data centers are real AI training/inference infrastructure that were stood up in record time, and they are now selling capacity to other LLM providers. Is that a failure?
