Sometimes reinventing the wheel is the right call...
But considering Dojo is years late and as far as I can see hasn't yet done any meaningful work, and Tesla is still buying up a lot of H100's, I'd say the bet on reinventing everything didn't work out this time.
It's so late that it probably wouldn't be on the forefront of FLOPs/$ anymore, making the whole project have a business value of $0 (and negative if you consider sunk costs).
But considering Dojo is years late and as far as I can see hasn't yet done any meaningful work, and Tesla is still buying up a lot of H100's, I'd say the bet on reinventing everything didn't work out this time.
It's so late that it probably wouldn't be on the forefront of FLOPs/$ anymore, making the whole project have a business value of $0 (and negative if you consider sunk costs).