Visual Effects production often needs lots of computing resources for rendering. This is a task that can be heavily parallelized. Usually this is done on a frame/per core basis, with memory being the limiting factor. Now I've started using EC2 recently which made me realize a different approach to rendering tasks.
Normally a facility has a fixed number of CPUs available to run jobs. So for example 100 cpus. Let's say the average number of frames to render is usually around 200. So if each frame takes an hour to render and your's is the only job on the queue then it will take 2 hours to see the complete shot. And it's much worse in the real world with many artists working on many shots. Whereas using a resource like EC2 you can always render your entire shot in 1 hour regardless of the number of frames. You're only limited by the time it takes 1 frame to render, and the cost is the same if you use 1 cpu or 200.
In other words one can trade depth for breadth. Now this may seem obvious to anyone familiar with EC2, but for me it means that tools like Tesla which where once in high demand for this type of work are now much less valuable. I would expect that it's price/performance is much better then EC2, but where is the cutoff? How many hours do you have to run that Tesla to come out ahead? And if you're running 1 Tesla for that many hours, might it not be worth a premium to get your answer sooner by running more massively parallel (but for less wall clock time) on an EC2 like service?
I suspect these types of tools becoming only relevant to real time applications (due to reduced latency vs. EC2), and or nonstop computing (assuming there's a big price/performance win).