> Did we watch the same presentation? NVidia knocked it out of the park.

Perhaps I worded it poorly, I agree with you.

My meaning was vs. NVidia's latest tech it seems like Tesla's in-house datacenter NN could be nothing more than a huge cost center without even offering an advantage over what NVidia could sell them.

But like I said, if you have a staff of folks capable of building such things you have to keep them satisfied with practicing their craft or they leave.