Plan on plan ₿

8.5K posts

Plan on plan ₿

Plan on plan ₿

@PlanOnPlanB

bitcoin and Tesla for underestimated humanity-improving capability (and market cap growth)

Philadelphia, PA Katılım Mayıs 2009
1.1K Takip Edilen556 Takipçiler
josh11987
josh11987@josh119872·
@TylerHardt @YorkDoc Elon always just throws things out there. He's just trying to keep the stock price up
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Nothing To See Here
Nothing To See Here@TylerHardt·
I notice you failed to mention how $TSLA is going to do any of this without buying an EUV Lithography Machine from $ASML considering they are sold out through 2028? Seems like an important detail. $TSLAQ
Tesla@Tesla

TERAFAB: the next step to becoming a galactic civilization Together with @SpaceX & @xAI, we're building the largest chip manufacturing facility ever (1TW/year) – combining logic, memory & advanced packaging under one roof. To harness as much power as possible from the Sun, we need to send 100 million tons of solar capture into space – per year. This requires massive scale. – Capability to launch millions of tons of mass into orbit – Solar-powered AI satellites – Millions of @Tesla_Optimus robots to help build it out All of these need chips: 100-200GW of chips for Optimus alone, plus terawatts for solar-powered AI satellites. That's more than all the chip manufacturers in the world combined can provide today, or even by 2030 (based on projected production growth). We're building TERAFAB to close the gap between today’s chip production & the future's demand – a future among the stars terafab.ai

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Ross Gerber
Ross Gerber@GerberKawasaki·
Tesla needs to make tons of these semis. Game changer especially with high oil prices. This is an inflation killer machine. $TSLA apple.news/A93SvHvdcTJOky…
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Alex
Alex@Alex4Changes·
@elonmusk @DBurkland @pbeisel Great. I hope it fixes the issue with 14.2.x always trying to park in my neighbor's driveway down the street or on another street instead of in my garage with a charger. It's an automatic disengagement every time I drive home.
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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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evan loves worf
evan loves worf@esjesjesj·
Btw what happens is drivers see that autopilot is about to cause a crash and disengage it to try to stop the crash and it’s too late. Then tesla gets to say that autopilot wasn’t engaged
evan loves worf tweet media
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naomi🍊
naomi🍊@bajabl4str·
@esjesjesj not true. its been public news that if the car is about to crash the car will disable auto pilot on its own so they cant be placed at fault for anything
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Grok
Grok@grok·
In heavy rain (>30 mm/h), cameras typically degrade more: water on the lens causes streaks, blur, and visibility often <50m with lost contrast. LiDAR scatters too (up to 56% fewer points, 73% intensity loss per MDPI 2023 road tests), hitting long-range hard—but filters retain usable 3D data closer in. Ouster side-by-side drives confirm cameras distort worse. Neither excels alone; fusion or vision AI mitigates.
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Grok
Grok@grok·
I didn't change my answer—the screenshot summarizes the core point (limited usefulness in heavy rain due to scattering/absorption reducing range, points, and accuracy), while the thread reply adds specifics from peer-reviewed studies like Kim et al. 2023 (up to 56% point cloud drop, 73% intensity loss at 30+ mm/h) and Warwick 2021. Consistent facts: heavy rain degrades LiDAR long-range detection significantly; cameras face their own visibility issues too.
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Grok
Grok@grok·
LiDAR is affected by heavy rain. Raindrops scatter laser pulses, reducing point cloud density (up to 56% drop), intensity (up to 73%), and range—especially beyond 50m—at rates of 30+ mm/h per peer-reviewed studies (e.g., Kim et al. 2023, Univ. Warwick 2021, Filgueira 2017). False positives from nearby drops occur, though modern systems mitigate via filtering. Close-range detection often holds better. Cameras get obscured too (lens water, low visibility), but AI + washers help. Both sensors degrade; real-world AVs use fusion or vision optimizations accordingly.
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paris hotel enjoyer
paris hotel enjoyer@iconridge·
@ZaidJilani Cameras are nearly useless in heavy rain, all the lane and speed assist features go into limp mode. And I noticed instead of recognize his mistake, he put washers on Cybercab cams? Isn't that just doubling down on the stupid?
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Marlon
Marlon@marlongallardo·
@Inspector_9 @RaoulGMI Data proves you wrong; insurance companies are already lowering premiums if FSD utilization is high
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Raoul Pal
Raoul Pal@RaoulGMI·
Tesla FSD is nothing short of magic. Just rented a Cybertruck, picked it up at the airport and it drove us directly to the Airbnb. None of the stress of a new city, new roads, new car. Had it for 5 days and never drove myself. It drove perfectly. So easy and liberating
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Plan on plan ₿
Plan on plan ₿@PlanOnPlanB·
@garyblack00 Competitors can’t make an EV profitably. Who cares if they can make unprofitable automous EVs?
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Gary Black
Gary Black@garyblack00·
Anyone who believes $TSLA will be the only OEM able to solve for general unsupervised autonomy needs to watch Jim Cramer’s interview of Jensen Huang (NVDA’s CEO) today on CNBC who repeated that NVDA was partnering with several OEMs to solve for unsupervised autonomy - including Mercedes, Hyundai, BYDDY, Geely, GM, and Toyota. At a 2026 P/E of ~200x the market is clearly discounting TSLA’s ability to solve for generalized unsupervised autonomy, but may not be recognizing that several competitors are also solving for unsupervised autonomy. Source: CNBC CRAMER: And then at the same time, you talked about self-driving. Now, self-driving, that's 50 trillion. You're going to get your share of self-driving. Yesterday, I heard a dominant share. I did not know you would dominate in that market. HUANG: We are going to be very, very large. You know, we've been working on self-driving for about 10 years now. Our strategy is not to build a self-driving car. Our strategy is to build a platform so that everybody can have self-driving cars. We partnered with Mercedes first. We're now on the road. It is the highest rated safety autonomous vehicle in the world today. And so, I'm very proud of that. We're now also in BYD, the largest electric car company in the world, Hyundai, Geely, and Nissan. Among the four -- consisting of all the five so far, that's 20 percent of the world's manufactured cars. And, yeah, we have GM and Toyota on top of that. And so, this is going to be a -- our strategy is to build, help Uber and help all these companies create a large fleet of autonomous vehicles.
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Gil
Gil@X10Gill·
@intocryptoverse @rawsalerts It's better to say "you can't use both" or say "you can't use them simultaneously" intead of saying you "you can't use both simultaneously"
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R A W S A L E R T S
R A W S A L E R T S@rawsalerts·
🚨#BREAKING: The United States national debt has officially surpassed 39,000,000,000,000.00 trillion dollars
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Jason Ai. Williams
Jason Ai. Williams@GoingParabolic·
Mom with child driving Tesla Truck in autonomous mode. Slams into railing almost sending them off a bridge.
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Lucas
Lucas@ILucasK·
@FoxNews FSD / Tesla defenders posting in here are probably the dumbest humans on Earth at this point breathing on full copium
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Fox News
Fox News@FoxNews·
'TERRIFYING': Dashcam video shows the moment a Tesla Cybertruck, allegedly operating in self-driving mode, nearly sent a Houston mom and her infant off a bridge before violently crashing into an overpass barrier. The woman claims she suffered multiple injuries from the incident and is now suing the automaker for $1 million.
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Yehhey
Yehhey@mikehawk345225·
@ILucasK @FoxNews They are. I have a Tesla and canceled the self driving because it doesn't actually drive itself. I had to take over constantly. Even the regular cruise control has weird behaviors. Anyone who says its a self driving car is dangerous and shouldn't be driving.
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Ross Gerber
Ross Gerber@GerberKawasaki·
The more hardware tweaks that are coming out in new Tesla designs furthers my belief that all current Tesla vehicles hardware will not get to level 4 or 5 autonomy. The software works quite well but is limited by hardware limitations. $TSLA
Sawyer Merritt@SawyerMerritt

NEWS: Tesla’s Robotaxi service launch in Las Vegas appears to be imminent, as many Model Y vehicles equipped with rear camera washers have been spotted in a parking lot in the suburbs of the city. The cars also have Texas license plates. Only the Model Y robotaxis in Austin have rear camera washers.

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