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⭕️[Rumor] Tesla FSD V14 to launch in China after regulatory approval, full rollout expected in August… shift to subscription model at 600+ RMB/month According to Chinese Tesla community sources and local bloggers, Tesla’s Full Self-Driving (FSD) is currently undergoing regulatory approval in China, with a potential full-scale rollout targeted for August 2026. This information should be treated as a high-confidence rumor, as there has been no official confirmation. Two key points stand out. First, the approval process appears to be aimed at broad deployment rather than limited testing, suggesting meaningful progress within China’s strict autonomous driving regulatory framework. Second, Tesla may skip V13 and directly introduce FSD V14, likely to better handle the complexity of Chinese driving environments with the latest stack. In addition, Tesla is expected to transition from a one-time purchase model to a subscription-based model, with pricing potentially exceeding 600 RMB per month, referencing the $99/month pricing in overseas markets. This indicates a broader shift toward positioning FSD as a continuously improving AI-driven service, rather than a static software feature.

Chinese restaurant's robot waitresses 😳 This is scary.

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.

Elon Musk의 Terafab 선언 이후 배터리 vs 반도체 기술 난이도 논쟁이 활발해진 것 같습니다. 제 생각을 하나 얹다면, 두 분야는 주도하는 기술 분야의 특성이 달라, 각각 서로 다른 난점이 있다고 생각합니다. 배터리 제조과정의 경우, 화학적 특성이 주도한다고 생각합니다. 양극재 소성이나 전해질 주입, 활성화 공정 등에서 일어나는 화학적 반응은 ‘브라운 운동’처럼 불규칙하고 창발적으로 진행되는 경향이 있습니다. 반면 마스크를 통한 증착, 노광 및 식각 공정 등으로 진행되는 반도체 제조과정의 경우, 전자적 특성이 주도한다고 생각합니다. 즉, 반도체 공정은 훨씬 세밀한 공정을 요하지만, (배터리 제조공정에 비해) 통제가 용이하며, 불확실성이 적다고 생각합니다. 이러한 특성들을 고려할 때, 저는 Elon Musk는 배터리 보다는 반도체에 더 fit 하며, 따라서 만약 Terafab을 실제로 진행한다면, 건식 4680 프로젝트 보다는 시행착오를 덜 겪을 것이라고 생각하고 있습니다. 물리학에 기반한 제1원칙(First Principles) 사고방식을 가지고 있는 Elon Musk에게는 Random하고 Chaotic한 Chemical world 보다는 Control 가능한 Electronic world가 더 어울린다고 생각하기 때문입니다. 😉

A robot in China just smashed some dishes started dancing instead of working 😂

Terafab Project launches in 7 days

THE LAST ONE!!!!!!!