Ana Coe

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Ana Coe

Ana Coe

@CoexistCrypto

Lover of tech; crypto-blockchain, ai growth; hopeful to see 🌌 one day

가입일 Ağustos 2018
606 팔로잉329 팔로워
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Ray
Ray@ray4tesla·
Judge Kathleen McCormick is the perfect example of our legal system rotting from within as she was seen publicly rooting for and supporting the plaintiff against Elon Musk on social media. Where is the impartiality expected of the bench? Such conduct undermines public trust and she needs to be removed for that reason.
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Lacey
Lacey@LaceyPresley·
Starship is the path to becoming multiplanetary. Full reusability, in-orbit refueling, and rapid iteration are the fundamentals that make regular Mars flights practical not just possible. This is how we extend consciousness beyond one planet.
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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.
phil beisel tweet media
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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phil beisel
phil beisel@pbeisel·
The Terafab "Yield Buffer": Why 160k is the Real Number Elon just clarified the math on Terafab, and the 60% jump in wafer starts (from 100k to 160k per month) tells a massive story about the reality of 2nm manufacturing. In my original breakdown, I estimated 100k wafers/month to hit 100 million AI5 chips/year. That assumes a relatively mature yield (60%+). Elon’s response, "Probably more like 160k wafers/month, factoring in yield", is a reality check. The "Bleeding Edge" Tax: Launching a 2nm fab from scratch is historically difficult. By aiming for 160k wafers, Tesla is building in a massive safety margin. If initial yields are lower (closer to 35-40%), they still hit the 100 million chip target. Monthly Starts: 160,000 wafers Annual Capacity: 1.92 Million wafers The Goal: 100 Million "Good" Chips Required Net Yield: ~35% (The "Launch" yield) The Upside: If yields hit 65%, output jumps to ~190 Million chips/year The TSMC Benchmark: Matching the Giant To put 160k wafers/month in perspective, look at TSMC. As of early 2026, TSMC’s entire global 2nm capacity (spread across multiple "Gigafabs" in Hsinchu and Kaohsiung) is targeting roughly 100k to 140k wafers per month. By pushing for 160k, Elon is essentially saying that a single Tesla Terafab cluster aims to outproduce the entire world’s initial 2nm supply.
phil beisel tweet media
Elon Musk@elonmusk

@pbeisel Probably more like 160k wafers/month, factoring in yield

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phil beisel
phil beisel@pbeisel·
Fun to go deep with @CernBasher on all things Tesla. Digital Optimus, Optimus, SpaceX/Tesla convergence, the list goes on and on. Take a listen (and tell us how we can improve this pod). It was an absolute pleasure to speak with Cern, someone who can think way beyond the box.
phil beisel tweet media
Cern Basher@CernBasher

youtu.be/QxDW0jpFAQc?si…

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Ana Coe
Ana Coe@CoexistCrypto·
@edgecase411 Great video! Hard boiled 🥚is one of my staples. I'll take a mini Optimus 🤖🔨🥚
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Edge Case
Edge Case@edgecase411·
Sorry guys, Eggbot > Clawdbot
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Tesla AI
Tesla AI@Tesla_AI·
Our AI4 chip is built with full fail-over redundancy. That means two computers run in parallel and keep checking each other, so if one has a problem, the other can take over instantly. This chip powers both FSD in our vehicles & @Tesla_Optimus
Tesla AI tweet media
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Elon Musk
Elon Musk@elonmusk·
Macrohard or Digital Optimus is a joint xAI-Tesla project, coming as part of Tesla’s investment agreement with xAI. Grok is the master conductor/navigator with deep understanding of the world to direct digital Optimus, which is processing and actioning the past 5 secs of real-time computer screen video and keyboard/mouse actions. Grok is like a much more advanced and sophisticated version of turn-by-turn navigation software. You can think of it as Digital Optimus AI being System 1 (instinctive part of the mind) and Grok being System 2. (thinking part of the mind). This will run very competitively on the super low cost Tesla AI4 ($650) paired with relatively frugal use of the much more expensive xAI Nvidia hardware. And it will be the only real-time smart AI system. This is a big deal. In principle, it is capable of emulating the function of entire companies. That is why the program is called MACROHARD, a funny reference to Microsoft. No other company can yet do this.
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Lobistar Brother
Lobistar Brother@kingfranksunny·
X Money is X's new built-in payments platform: instant P2P cash transfers, metal debit card, 6% APY on deposits, cashback rewards, direct deposits & more—all in the app. Elon means limited early public beta (for regular users) starts next month (April), ahead of wider rollout. It's a big step toward X as the everything app. To benefit: Watch X app notifications/announcements for how to join the beta. Early access often includes welcome perks like bonus cash & the metal card. Once in, deposit to earn yield, send money easily & skip bank fees.
Lobistar Brother tweet media
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Elon Musk
Elon Musk@elonmusk·
𝕏 Money early public access will launch next month
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Zeek Arkham 🇺🇸
Zeek Arkham 🇺🇸@ZeekArkham·
Dear Chuck Schumer, Hi. Black dude here. I can trace my family ancestry to slavery. I even know where they were slaves. My mom experienced Jim Crow. I think I’ve watched every episode of “Eyes On the Prize” when I was younger. With that said… Can you directly explain to me how the SAVE Act is “Jim Crow 2.0?” Literally every black person I know has ID. Literally every black person I know has a car or at least a ride. Literally every black person I know knows how to vote (well… except the ones with felonies… but they don’t count). With your advanced white liberal thinking, you must know more than me. Apparently, as I experience daily on this app, white liberals are experts on being black; even more so than actual black folks. Perhaps you could explain it like I’m five. I’d look it up on the internet, but Kathy Hochul has already told me I don’t know what a computer is and Joe Biden said I can’t navigate it, anyway. Looking forward to your answer. No hugs. Zeek
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StarbaseTX
StarbaseTX@StarbaseTX·
First, a new city.  Next, a tech-forward, community-first police department. Starbase is hiring a Public Safety Director/Future Chief of Police to build it. Details --> shorturl.at/ZAtqr
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