Mark 🗝️

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.

Good Morning. Starlink Mini For The Win.

BREAKING: California gas prices could possibly surge above $8 per gallon, lawmakers and industry experts warn.

after this, I will shut up. just please: put yourself in the shoes of a customer that: - bought Model S/X in 2022/2023 (~$140k for a Plaid), or even 3/Y at ~$60-75k - paid an additional $15k for FSD (12 ½ years worth of subscription at current pricing) - doesn't have access to latest FSD versions because HW3 (missed cutoff point by a few months) - can't justify upgrading to HW4 because they’re deeply underwater on their current car - see $15k FSD purchase option drop by nearly half, even though Tesla said it was only going to get more expensive - see a great deal on a Cybertruck with "Free FSD Transfer for loyal customers!" advertised right below the Order button. press "Order." - aren’t chronically online, so miss Tesla quietly changing the terms retroactively - show up (or are about to show up) for delivery in June only to be told “sorry, we’re not honoring that” - then went online to figure out what happened… and got hit with “stop wanting things for free!” these customers exist, and will never buy another Tesla again.