FI is awesome

🚨NEW: Rolls-Royce has scrapped plans to go all-electric by 2030 as ‘drivers prefer V12 engines’

We're excited to announce 'The Situation Room' by Polymarket is coming to Washington, D.C. The world's first bar dedicated to monitoring the situation. 🧵

BREAKING...🚨🚨🚨 The US National Debt just crossed above $39 trillion for the first time, more than doubling over the last 10 years.

AI5 will punch far above its weight, because the entire Tesla AI software stack is designed to make maximally effective use of every circuit. We co-signed our AI software and hardware. Bear in mind that AI5, while it can be used for training in data centers, is primarily optimized for AI edge compute in Optimus and Robotaxi. There is still significant room for improvement. In the same half reticle and same process node, we think a single AI6 chip has the potential to match a dual SoC AI5.

Grok Imagine Chibi Template is so cute 🥰

Many more Tesla self-driving V14 improvements still to come, but wide rollout of V14.1 has begun. 14.2 rolls out in a few weeks and then 14.3 a few weeks later, depending on safety testing. There is so much change that we are carefully confirming each one.

Terafab may be the most essential vertical integration Tesla has ever undertaken— and it is truly non-optional. It will take years to build and will test even Elon’s speedrunning abilities to the limit, but that won’t stop him from trying. The breakthrough likely lies in overhauling the overall facility’s cleanroom model. By moving wafers in sealed pods with localized micro-environments, the fab no longer needs a monolithic ultra-clean space. Elon’s line about “eating cheeseburgers and smoking cigars” on the fab floor isn’t silly, it’s the practical reality of a radically simpler, cheaper, faster approach that could finally change the economics of chipmaking. This is all forced by the brutal “pinch” in chip supply. Tesla must produce on the order of 100–200 billion AI chips per year just to saturate its roadmap. That volume powers: FSD cars & Robotaxis (tens of millions of vehicles needing AI5 inference for near-perfect autonomy), Physical Optimus (scaling from thousands today to millions per year, each requiring AI5/AI6-level compute), Digital Optimus (the new xAI-Tesla software agents for digital/office automation, running massive inference clusters), Space-based data centers (AI7/Dojo3 orbital compute for GW-scale training and inference beyond Earth limits). AI5 delivers the ~10× leap for vehicles and early robots; AI6 shifts focus to Optimus + terrestrial DCs; AI7 goes orbital. No external foundry (TSMC, Samsung, etc.) can deliver that scale or timeline— hence the Terafab launch. Without it, the entire robotics + autonomy future hits a brick wall. Terafab isn’t optional; it’s the only way forward.

I had a manager who said he “couldn’t afford to invest.” But he took a family $7,000 vacation every year. $7,000/year at 8% for 30 years? $792,000. We don’t lack money. We lack priorities.