I think Elon Musk is a really great man, but I thought it would have been the peak of my life when Walter I-Jackson’s biography came out (separate from Tesla). Also, I don’t really sympathize with Cathie Wood’s story that Tesla will lead the AI era apart from Elon Musk.

Even though the vision-based “FSD” beta has already come out in version 12, it is still unstable to use in the city center (not to say that Waymo or Cruise are good at it), so I don’t think it’s meaningful to create a humanoid robot that requires more detailed manipulation based on this kind of technology. Of course, it has produced superior results than Hyundai’s Boston Robotics.

The Dojo supercomputer, which Tesla so ambitiously prepared and boasted about, is finally showing results that are not good at buying and using Nvidia H100, and is actually acting as an auxiliary agent because it is not receiving H100. This outcome is good enough for the first attempt, but it has to be close to “perfect” itself, from hardware to software, to replace Nvidia. Given that the director who led the Dojo design is from AMD, which is not necessarily good at software, the problem was the excessive expectations of the financial sector that did not understand Tesla’s excessive marketing and dynamics as always.

Also, Elon’s concentration is very decentralized. I don’t think there is a ‘born genius’, so I might have this bias stronger, but Elon Musk is in charge of Tesla, SpaceX, Twitter, X.ai , and Neuralink. In this situation, I don’t think Elon is in an environment where he can fully realize Tesla’s potential, no matter how good he is.