Lewis Withrow (LB)
17.8K posts

Lewis Withrow (LB)
@LewisWithrow5
Shareholder. Tesla Solar & Powerwalls. Cybertruck with FSD. Starllink. -Grateful & happy. Astounded by AI. Waiting on Optimus.


Going on day 3. Yesterday, I let my team know I was available if they wanted to talk. Leader changes can be difficult. I’ll be honest about my departure and encourage them to work toward financial independence. Financial independence provides an exit ramp, and if you choose to stay, you will never be freer to speak your mind.



Here's the Sentry Mode footage of 67-year old Karen Lewis vandalizing a Cybertruck with a board and nails. She then placed the board under the front tire, presumably hoping it would be driven over. She also placed an aluminum sign under another tire, because? She has since been arrested and charged with misdemeanor damage to property.











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.





I have heard that some anthropic safety leadership are going around telling people that alignment is a solved problem. This seems like a predictable failure to me, and I would like people who thought that funneling talent towards anthropic was a good idea to think about it.























