AS PER BLOOMBERG: - Tesla is winding down efforts with Dojo - Focusing their compute needs on Nvidia, AMD, and Samsung - Pete Bannon, VP, is now leaving Tesla after most of the Dojo team has begun to leave My take: not really a big deal. Most of the Tesla bull case has been rooted in FSD/Optimus, not Dojo. In fact, the focus on outsourcing compute/chips should only accelerate FSD/Optimus vs trying to do it in house. Elon said in 2023 there was a low probability of Dojo working. Deepens the moat on Nvidia — just easier to buy their chips vs replace them. $TSLA $NVDA $AMD