According to Sawyer Merritt on X, a new image post drew attention to Tesla’s AI stack and data collection, highlighting the role of on-vehicle compute and centralized training. As reported by Tesla’s 2023–2024 AI Day materials and earnings calls, Tesla is investing in Dojo to scale video model training for Full Self-Driving with billions of real-world miles as training data. According to Tesla’s 2024 Q4 update, the company continues to expand its autolabeled video datasets and multi-camera neural networks for end-to-end driving. Based on The Information’s reporting, Tesla is procuring Nvidia H100 clusters in parallel with Dojo for model training throughput. These developments create five business implications: 1) lower per-mile data acquisition costs through fleet learning; 2) faster iteration on end-to-end driving models via vertically integrated training; 3) potential licensing of autonomy stacks to OEMs once safety metrics are validated; 4) margin expansion from software subscriptions such as FSD; and 5) defensible moat from proprietary, large-scale driving video corpora. All statements are drawn from the above sources; the image post by Sawyer Merritt serves as a topical pointer to Tesla’s ongoing AI strategy.