Shanytc
8.8K posts

Shanytc
@_shanytc
Bs.c in Computer Science, Ms.c in Data-Scientist, 25 years Software Developer, spawn collector, $TSLA investor.


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.


@DBurkland @pbeisel It’s in testing right now. Wide release in a few weeks.















I didn’t think this would stimulate as much conversation as it did. Most people are okay with waiting 10-15 minutes for 10-20% charge because it gives them a chance to grab food, use the bathroom, etc. Does Supercharging need to be as fast as pumping gas?



This was a DELIBERATE TARGETED ATTACK on journalists there's no mistake about it. This was an Israeli precision strike FROM A FIGHTER JET — RT corr Steve Sweeney who was wounded earlier today ‘If they think that they're going to silence us, they're very, very much mistaken’



