For one, they’ve built a chip that operates in a fundamentally different way to other chips. So any other company that wanted to use it would have to invest a considerable amount of resources in building up the institutional knowledge to use it effectively.
Additionally, the lack of virtual memory and multi-tasking support renders it pretty much impossible to divide up compute between multiple customers. So, commercialising this would require customers renting out the whole unit, which is contrary to how cloud computing usually works.
Are there companies out there that have the capital and use cases necessary to fit into Dojo Cloud? Maybe, though not one I’ve worked for. Would they trust the stable genius currently heading up Tesla enough to make such an investment? Perhaps, but I wouldn’t, but what do I know?