zedmo

Tesla fans using the “4-second disengagement” as a gotcha are missing the forest for the trees. Yes, the driver was technically in control of the vehicle at the moment of impact. But she was in control because FSD was already failing by driving too fast ahead of this sharp turn — it was heading straight into a concrete barrier at highway speed with no sign of correcting. Everyone who has frequently used FSD or Autopilot and paints this 4-second disengagement as a “gotcha” moment is being disengenous, and that includes Elon Musk. I have tens of thousands of miles on FSD, and I’ve experienced the system coming too fast into a turn at least half a dozen times. We’ve said this before and we’ll keep saying it: the problem with FSD isn’t what happens when the driver is paying attention and the system works. The problem is what happens when the system gives you every reason to trust it, and then suddenly doesn’t work. The driver has to recognize the failure, assess the situation, decide on a correction, and physically execute it, all in less time than the system needs to create the danger. Musk and Tesla’s propagandists can point to the logs all they want. The video shows what actually matters: FSD approaching a standard highway curve at full speed with zero indication it was going to navigate it. That’s the failure. Everything that happened after, including the panicked disengagement, is a consequence of that failure. The framing that this was “manual driving, not FSD” is technically true for the final 4 seconds and deeply dishonest about the full sequence of events. It’s exactly the kind of liability shell game that courts are increasingly rejecting, as that $243 million verdict makes clear. Tesla created the system, sold it as “Full Self-Driving,” and profits from the ambiguity. At some point, it has to own the consequences.

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.

Terafab Project launches in 7 days

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.