James Drou

5K posts

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James Drou

James Drou

@jamesdrou

10m+ followers across all socials

Joined Ekim 2016
1.1K Following2.1K Followers
Pinned Tweet
James Drou
James Drou@jamesdrou·
This thing take Premium?
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Elon Musk
Elon Musk@elonmusk·
Major update to the 𝕏 AI recommendation algorithm rolling out next week. This will be open sourced at the same time.
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Tesla
Tesla@Tesla·
We – design the chips & hardware – make the cars w/ said hardware – collect real-world data at scale – train the real-world AI model – built (& continue to expand) the massive supercomputer cluster that trains it – deploy AI directly to millions of robots on wheels All that is shared with @Tesla_Optimus for broader applications in both the physical & digital world
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Pejjy
Pejjy@CuriousPejjy·
$TSLA Robotaxi Tsunami fleet has awaken.
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Kay
Kay@FrazierKay·
fun fact: I packed or won every single card in my collection. I’ve never bought a single.
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squawksquare
squawksquare@squawksquare·
BREAKING: Uber and Rivian partner on Robotaxi program. Elon asleep at the wheel while everyone catches up to $TSLA
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Ramy
Ramy@TeslaXplored·
@jamesdrou I’ll take that too. Let’s see 🙏🏽
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Ramy
Ramy@TeslaXplored·
Here’s a fun Tesla prediction! - Lots of Tesla FSD FUD going around. - Lots of companies talking about “launching robotaxis”. - Lots of Tesla Model Ys with camera washers spotted. - Stock is falling hard - it’s a Thursday Tonight, Tesla RoboTaxi Network expands 🤖🚕🚀 $tsla
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Melissa
Melissa@itsmwong·
Spotted a @Tesla cybercab on 101S this morning. Photo taken from inside my @Waymo. 😝
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Tsla Archive
Tsla Archive@tesla_archive·
🚨 $TSLA ROBOTAXI RAPIDLY EXPANDING TO MORE CITIES 🇺🇸 The Robotaxi service is set to launch in seven additional cities during the first half of 2026 • Dallas, Texas (currently testing) • Houston, Texas • Phoenix, Arizona • Miami, Florida • Orlando, Florida (currently testing) • Tampa, Florida • Las Vegas, Nevada (preparing)
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i like teslas
i like teslas@iliketeslas·
Tesla must be ready to deploy a lot of Robotaxis , I can tell by the amount of FUD
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Sawyer Merritt
Sawyer Merritt@SawyerMerritt·
NEWS: Waymo has just announced that their autonomous fleet has now driven a combined 170 million rider-only miles without a human driver as of Dec 2025, up from 127 million in Sept 2025. That's 467,000 miles per day on average. Waymo also released updated safety stats. Locations: • LA: 37.8 million • SF: 53.5 million • PHX: 68.6 million • Austin: 10.7 million
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Elon Musk
Elon Musk@elonmusk·
@teslaownersSV @pbeisel With some luck and acceleration using AI, we might be able to tape out AI6 in December
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phil beisel
phil beisel@pbeisel·
Tesla’s forthcoming AI5 uses a half-reticle design, which is crucial for yield. A reticle defines the imaging area of a lithography machine, fitting two chips per shot effectively doubles yield. This means the Tesla chip design team had to carefully manage die features, for instance dropping the older ISP (and classic GPU) to make room for more AI cores. By contrast, NVIDIA’s Blackwell fills nearly a full reticle, making it a single-reticle design. If Tesla hits its compute and efficiency targets with AI5 in this half-reticle format, it’s almost like cutting fab requirements in half. And this has a big impact on Terafab, especially if it carries forward for AI6, AI7, etc.
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phil beisel@pbeisel

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.

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