Don't Count on Tesla's Dojo Supercomputer to Jump-Start an AI Revolution

You'd have to be pretty brave to bet against the idea that applying more computing power and data to machine learning--a recipe that birthed ChatGPT--won't lead to further advances of some kind in artificial intelligence. Even so, you'd be braver still to bet that combo will produce specific advances or breakthroughs on a specific timeline, no matter how desirable. A report issued last weekend by the investment bank Morgan Stanley predicts that a supercomputer called Dojo, which Tesla is building to boost its work on autonomous driving, could add $500 billion to the company's value by providing a huge advantage in carmaking, robotaxis, and selling software to other businesses. The report juiced Tesla's stock price, adding more than 6 percent, or $70 billion--roughly the value of BMW and much less than Elon Musk paid for Twitter--to the EV-maker's market cap as of September 13. The 66-page Morgan Stanley report is an interesting read.