Awesome presentation. Crazy that they're developing their own training hardware too. It's going to be a very crowded space very soon. Can they really stay ahead of everyone else in the industry? Can it really be cheaper to staff up whole teams to design chips for cutting edge nodes, fabricate them, build supporting hardware and datacenters and compilers, than to just rent some TPUs on Google Cloud?
I can see the case for doing their own edge hardware for the cars (barely), but I really don't think doing training hardware will pay off for them. If they're serious about it, they should spin it out as a separate business to spread the development cost over a larger customer base.
Also, I'm really curious whether the custom hardware in the cars is benefiting them at all yet. Every feature they've released so far works fine on the previous generation hardware with 1/10 the compute power. At some point won't they need to start training radically larger networks to take advantage of all that untapped compute power?
I can see the case for doing their own edge hardware for the cars (barely), but I really don't think doing training hardware will pay off for them. If they're serious about it, they should spin it out as a separate business to spread the development cost over a larger customer base.
Also, I'm really curious whether the custom hardware in the cars is benefiting them at all yet. Every feature they've released so far works fine on the previous generation hardware with 1/10 the compute power. At some point won't they need to start training radically larger networks to take advantage of all that untapped compute power?