$Tesla(TSLA.US)'s Dojo announcement was canceled, which is a bit unexpected, but not entirely surprising. I once heard a senior casually mention the past stories of Joseph Tsai, Liu, Jiang, and Yu from $Taiwan Semiconductor(TSM.US), and only then did I understand the subtle 'grudges' between Info and CoWoS.

I didn't expect Elon to stumble so badly over this detail. The architecture of Dojo was very forward-looking, but in the end, it came down to differences in technical path and understanding—much like martial arts disciples interpreting the same philosophy differently.

I'm curious: When Tesla chose this technical path, did they really not spend much time researching the 'controversy' between Info and CoWoS? Or did they decide to follow this path after seeing $NVIDIA(NVDA.US) shine so brightly in the market with CoWoS? Could this have caused some internal dynamics and changes within TSMC?