William Pitre

Initial Super Heavy V3 and Starbase Pad 2 activation campaign complete, wrapping up several days of testing that loaded cryogenic fuel and oxidizer on a V3 vehicle for the first time. While the 10-engine static fire ended early due to a ground-side issue, we saw successful startup on all installed Raptor 3 engines. Next up: preparing the booster for a 33-engine static fire

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.

HAVING A POSITIVE MINDSET FIXES 99% OF YOUR PROBLEMS

Nighttime in Germany: the metro becomes a techno playground on wheels. First subway Boiler Room in Berlin, Germany.

Last letter for the day: Dear black EBT/hood rat/ghetto community, You weren’t slaves. You didn’t experience Jim Crow. You might have experienced individual racism from certain people, but you did not, are not, and will not ever experience “system racism.” Matter of fact, in 2026, it isn’t even a thing. There’s nothing anyone can do that you can’t. What we are all experiencing in 2026 is being judged by the content of your character. The fatigue that the non EBT/hood rat/ghetto crowd is experiencing from watching video after video of wild behavior from those of you in the EBT/hood rat/ghetto community is just that. Do better. Be better. It’s that simple. No hugs. Be ashamed of yourselves. Zeek