@yunta_tsai: Before the superintelligence era, Tesla’s iterating and scaling of its own inference computers for each car sold was, i…

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Summary

The author argues that Tesla's iterative scaling of in-car inference computers was unprecedented, and that the current AI compute shortage is just the beginning — a far bigger shortage will emerge once autonomy becomes indispensable.

Before the superintelligence era, Tesla’s iterating and scaling of its own inference computers for each car sold was, in retrospect, unprecedented. The current compute shortage is only the tip of the iceberg. When autonomy becomes indispensable, the real shortage will follow.
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Cached at: 10/06/26, 07:42 AM

Before the superintelligence era, Tesla’s iterating and scaling of its own inference computers for each car sold was, in retrospect, unprecedented.

The current compute shortage is only the tip of the iceberg. When autonomy becomes indispensable, the real shortage will follow.

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