Sometimes reinventing the wheel is the right call...
But considering Dojo is years late and as far as I can see hasn't yet done any meaningful work, and Tesla is still buying up a lot of H100's, I'd say the bet on reinventing everything didn't work out this time.
It's so late that it probably wouldn't be on the forefront of FLOPs/$ anymore, making the whole project have a business value of $0 (and negative if you consider sunk costs).
If then they really needed to ditch Ethernet/II entirely. If they really wanted to do stuff, They should've built on top of UDP.
The "QUIC" even did this (which is terrible for inline flow-control due to something useful for analysis being inside of encrypted part), and It's gonna be slower due to lack of hardware acceleration.
They ditched wrong thing and decided to replace with even worse software implementation that TCP/UDP already provides., and due to lack of infrastructural support, This will almost certainly have worse performance while doing exactly same job.
But considering Dojo is years late and as far as I can see hasn't yet done any meaningful work, and Tesla is still buying up a lot of H100's, I'd say the bet on reinventing everything didn't work out this time.
It's so late that it probably wouldn't be on the forefront of FLOPs/$ anymore, making the whole project have a business value of $0 (and negative if you consider sunk costs).