Elon Musk Plots Off-Planet AI Chips with Dojo3 Reboot

✨TodayOnAI’s Daily Drop

• Elon Musk Plots Off-Planet AI Chips with Dojo3 Reboot

• Bolna nabs $6.3M from General Catalyst for its India-focused voice orchestration platform

• Sequoia to invest in Anthropic, breaking VC taboo on backing rivals

• 💬 Let’s Fix This Prompt

• 🧰 Today’s AI Toolbox Pick

OPENAI

Elon Musk Plots Off-Planet AI Chips with Dojo3 Reboot

🚀 TodayOnAI Insight: Elon Musk says Tesla will restart development on Dojo3—its third-generation AI chip—but this time for space-based AI compute, not self-driving on Earth. The revival comes five months after the Dojo project was disbanded, marking a bold pivot toward off-planet infrastructure.

🔍 Key Takeaways:

• Tesla is reviving its in-house AI chip project, Dojo3, to power AI systems in space, not for terrestrial self-driving.

• The move follows the collapse of the original Dojo team and a shift to Nvidia, AMD, and Samsung partnerships.

• Musk cited Tesla’s AI5 chip progress as a key reason for rebooting Dojo; AI6 chips are already under a $16.5B deal with Samsung.

• Engineers are being recruited to rebuild the Dojo team, with Musk touting the chip’s potential for high production volume.

• The pivot aligns with broader interest in orbital data centers; Musk plans to leverage SpaceX’s Starship for solar-powered compute satellites.

💡 Why This Stands Out: This marks one of Tesla’s most ambitious moonshots to date—literally. With global energy demands outpacing Earth’s grid capacity, moving AI compute off-planet is becoming more than sci-fi. Musk’s control of launch infrastructure gives Tesla a rare edge. But will physics—or physics envy—win out in the vacuum of space?

AI News

Bolna nabs $6.3M from General Catalyst for its India-focused voice orchestration platform

🚀 TodayOnAI Insight: Voice AI startup Bolna has raised a $6.3M seed round led by General Catalyst after proving strong traction in India’s rapidly growing voice tech market. Initially rejected five times by Y Combinator, the company is now handling 200,000+ calls daily and approaching $700K in ARR — underscoring enterprise appetite for flexible, localized voice solutions.

🔍 Key Takeaways:

• Voice orchestration platform: Bolna offers a modular layer that integrates various voice AI models and tools, tailored to India's multilingual, noisy, and mobile-first environment.

• Strong early revenue: After charging $100 for pilots last year, Bolna now prices them at $500 and brings in over $25K in monthly revenue, mostly from self-serve users.

• Enterprise traction: Beyond SMBs, Bolna has signed two large enterprise clients, with four more in pilot phases. It’s expanding its forward-deployed engineering team to support custom implementations.

• Tech adaptability: The platform enables seamless model switching and localization, allowing customers to use the best model per use case or language.

• Investor backing: The round includes Y Combinator, Blume Ventures, Orange Collective, and notable angels like Aarthi Ramamurthy and Taro Fukuyama.

💡 Why This Stands Out: Bolna’s growth reflects a broader shift: voice is no longer just a UX layer — it's becoming a core enterprise interface, especially in mobile-first markets like India. By building adaptable infrastructure rather than locking into a single model, Bolna positions itself as a future-proof solution for businesses navigating fragmented voice AI ecosystems. As local language adoption rises, will orchestration layers become the default strategy in emerging markets?

Sequoia

Sequoia to invest in Anthropic, breaking VC taboo on backing rivals

🚀 TodayOnAI Insight: Sequoia Capital is reportedly joining Anthropic’s massive new funding round—despite already backing OpenAI and xAI—marking a striking departure from its long-standing “one winner per sector” strategy. The move underscores how high the stakes have become in the AI arms race.

🔍 Key Takeaways:

• Sequoia is investing in Anthropic’s upcoming round, reportedly targeting $25B+ at a $350B valuation—more than double its prior $170B valuation just four months ago.

• The round is led by GIC and Coatue ($1.5B each), with Microsoft and Nvidia having already committed up to $15B combined.

• Sequoia also backs OpenAI and xAI, raising questions around conflicts of interest, especially given OpenAI’s past investor policies.

• Historically, Sequoia avoided such overlaps, once even walking away from a $21M Finix investment due to competition with Stripe.

• This comes amid Sequoia’s leadership shift, with Alfred Lin and Pat Grady replacing Roelof Botha after a surprise board vote.

💡 Why This Stands Out: Sequoia’s pivot signals a profound shift in how top VCs manage competitive risk—especially in a market where AI startups are commanding valuations rivaling Big Tech. In betting on all three frontier AI labs, Sequoia is prioritizing exposure over exclusivity. As generative AI accelerates, will more firms abandon the old playbook to chase strategic access at any cost?

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📰 More from the AI World

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• ChatGPT users are about to get hit with targeted ads

• Anthropic taps former Microsoft India MD to lead Bengaluru expansion

• Higgsfield, founded by ex-Snap exec, lands $1.3B valuation

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