AFAICT Tesla has increased investment in their own chip ambitions. Dojo specifically being cut is a massive failure if you are motivated to believe that, but otherwise it looks more like a subset of custom chip work that didn't pay off and the company has appropriately cut their losses. The onboard "AI2/3/4/5" chips are clearly the bigger investment (they can be found on every Tesla vehicle) and do not seem to be going anywhere at the moment.