Earlier quoted context omitted.
There’s no third party here. As far as I can tell Tesla designed the chips and wrote the software stack to work together. They don’t want to rely on third parties for their critical infrastructure and AI chip design is vital to their success. At least this is what I can grok as an outsider.
Right, I understand the claims, but as you can see with AMD there's a ton of work to actually be competitive, and AMD has a large team working on it. I'm just skeptical at the claim the the software is of any use to anyone but a small group.
Their software only needs to be useful to a small group - the autonomy team. I did not get the impression that Tesla plans to sell supercomputers, but that they are building these supercomputers for themselves to train and deploy AI networks.
You said "Even if the hardware existed, if you can't program it, it won't succeed." But it seems like the key customer - Tesla's internal Autopilot team - can already program it. So I just don't see any problem. They may choose to sell these systems (note that they have been shipping their Gen1 custom chip for years now and it is not for sale to the public), but the real plan for revenue is to succeed at AI and profit there. For that they need incredible computing power internally and in a portable platform for edge deployment, but they do not need to sell their chips as a general purpose compute platform.