@CernBasher Can't wait to see Montreal, Canada. Got 2 robots i wanna put to work
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Twenty0ne
4.5K posts
Tesla Robotaxi preparing to reach 50% of US Population?
Tesla is continuing to hire for the role of AI Safety Operator in many cities across the country - these cities cover nearly 40% of the US population.
This table also shows the additional cities (in green) where they would need to hire in order to reach 50% of the US population.
Ming@tslaming
GOOD NEWS 🇺🇸 Tesla has added 4 new cities and 3 new states (including D.C.) to the latest hiring list for the Robotaxi service expansion 🔥 🚖 Washington, District of Columbia 🆕 🚖 San Diego, California 🚖 Brooklyn Park, Minnesota 🆕 🚖 Aurora, Colorado 🆕 Now, the list has covered 18 cities and 12 states (including D.C.) 🆒
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Twenty0ne retweetledi
Optimus will be the biggest product ever made.
A general-purpose humanoid robot that can do useful work at scale will change the economics of labor & manufacturing.
Goal is to get Optimus to high-volume production as fast as possible.
If you’re great at AI, engineering, or manufacturing & want to build this, join us!
→ tesla.com/careers/search…
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(O-O)
Tesla Optimus@Tesla_Optimus
Optimus will be the biggest product ever made. A general-purpose humanoid robot that can do useful work at scale will change the economics of labor & manufacturing. Goal is to get Optimus to high-volume production as fast as possible. If you’re great at AI, engineering, or manufacturing & want to build this, join us! → tesla.com/careers/search…
QST
Twenty0ne retweetledi
It really is bizarre.
Most of my friends don't have FSD (or a Tesla).
And it is the single biggest lifestyle difference between us.
They drive their cars.
My car drives me.
They don't get how much--even at its current capability-level--the product changes life-feel.
FSD truly is a mass luxury product. That it is still so narrowly enjoyed is mind-bending.
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Twenty0ne retweetledi
Tesla is retooling the company around embodied intelligence.
Optimus Gen 3 lands in Q1 2026, the first version built for mass production.
Model S and X are being wound down as early as Q2 2026. Fremont capacity gets redeployed to Optimus. An “honorable discharge,” straight into a robot factory.
The goal: ~1M Optimus units per year from the space S/X occupy today.
This won’t ramp overnight, real volume likely late 2026, but the message is unmistakable.
Follow the money: 2026 capex > $20B, driven by Optimus, factory expansion, and AI compute (Cortex 2).
phil beisel@pbeisel
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Nobody can honestly think that there’s not *something* interesting going on here with Tesla release 2026.8.
Total of around 4200 installs, less than 200 are AI4 (<5%), and this is not normal for it to be so wide on an initial / base release either.
Good omens one can only hope! More below. 👇🏻
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Twenty0ne retweetledi
⚡️This is Musk trying to build the industrial heart of a post-human power system.
He is no longer talking like a car CEO or even an AI founder. He is talking like someone trying to compress the entire distance between thought, silicon, energy, and empire. TERAFAB is the visible artifact. The real objective is a self-reinforcing loop where chip design, mask creation, fabrication, testing, and redesign all live inside one accelerating machine.
The next real bottleneck in AI is iteration speed at the substrate level. Whoever shortens the path from idea to chip to improved chip starts compounding faster than everyone else. At that point, compute stops being a purchased input and becomes an evolving sovereign capability. That is why this goes way beyond “new fab.” This is a bid to stop renting the future from outside foundries and start owning the recursion engine itself. Reports on TERAFAB explicitly tie it to Tesla, SpaceX, and xAI together, which tells you the real architecture is vertical integration across energy, hardware, AI systems, robotics, and eventually space infrastructure.
The space language is the tell. When Musk says the goal is a trillion watts of compute per year and that much of it has to go to space because U.S. electricity is only about 0.5 TW, he is declaring that Earth is already too small for the civilization he wants to build.
That is a species-scale doctrine. He is saying serious AI abundance eventually requires off-world energy and compute, and that the winners of this century will be the people who build the bridge first.
The real view is simple.
The arc is dead serious. The execution risk is enormous. Coverage notes there is no clear operating timeline yet and outside estimates already put the effort above $20 billion.
But that does not change the signal.
If this works even halfway, it becomes one of the most strategically important industrial projects in the world.
If it fails, it still reveals the real direction of travel.
The future belongs to whoever controls energy, compute, and the speed at which compute can redesign itself.
Elon Musk@elonmusk
SpaceXAI + Tesla TERAFAB Project Goal is a trillion watts of compute/year Most must necessarily go to space, as US electricity is only 0.5TW
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Twenty0ne retweetledi
Twenty0ne retweetledi
Twenty0ne retweetledi
Twenty0ne retweetledi
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.
Elon Musk@elonmusk
@pbeisel Probably more like 160k wafers/month, factoring in yield
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Nope.
In fact, it’s quite astonishing how the markets brush off the Iran war. Today’s FED decision, despite being anticipated, moved the market more than the crazy stuff going on around the Strait of Hormuz.
The market is smart.
amit@amitisinvesting
does it feel like extreme fear to anyone?
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Twenty0ne retweetledi
Terafab math
For “big” chips like Tesla’s AI5 (a half-reticle design, roughly 300–450 mm²), producing 100 million chips per year would require on the order of ~100k wafer starts per month, roughly the output of a single high-volume leading-edge fab.
At current industry efficiency, that translates to about 1–2 million sq ft of cleanroom space. Since cleanroom typically makes up 20–35% of total facility area, the initial Terafab phase would likely span ~4 to 10 million sq ft.
That puts the starting factory right in the same ballpark as Gigafactory Texas (~10 million sq ft).
Elon’s long-term target is a vastly higher combined volume of AI compute/memory chips for inference, far beyond the initial 100 million example.
However, the point of Terafab’s redesign is to break conventional fab assumptions, compressing more output into less space so that extreme production volumes become achievable.
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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$TSLA And that was the high…
Levels over hype 👊🏻
2026 can still be epic.
But nothing "epic" happens with the stock while it's under resistance 😄
Elon Musk@elonmusk
Great work by @Tesla team in 2025 and 2026 will be epic!
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Twenty0ne retweetledi
BREAKING: The U.S. Government has officially announced that @Tesla and LG Energy have signed an agreement to build a $4.3 billion lithium iron phosphate (LFP) prismatic battery cell manufacturing factory in Lansing, Michigan, with a 2027 start of production.
"American-made cells will power Tesla's Megapack 3 energy storage systems produced in Houston, creating a robust domestic battery supply chain," the U.S. Department of the Interior said in a statement.
Here's everything you need to know about Tesla's new Megablock, the latest in the company's industrial storage product lineup, which includes the new Megapack version 3:
Megablock:
• 23% faster to install with up to 40% lower construction costs
• Plug and play platform (hardware, software and services) delivered as one all from Tesla. It's a pre-engineered medium-voltage block that integrates next-gen Megapack 3
• Eliminated above ground cabling between the transformer and the megapacks using new flexible busbar assembly
• 91% MV round trip efficiency
• 20 MWh of usable AC energy
• Operates in temps of -40°C (-40°F) to 60°C (140°F)
• 248 MWh per acre
• 25-year life & >10,000 cycles
• With Megablock, Tesla is targeting to commission 1GWh in 20 business days, equivalent to bringing power to 400,000 homes in less than month
Megapack 3:
• Will be manufactured in Tesla's upcoming Houston Megafactory starting in late 2026. 50 GWh annual manufacturing capacity when fully ramped.
• 5 MWh of usable AC energy
• Weight: 86,000 lbs
• 28 foot long enclosure that can be shipped globally
• Optimized for up to 8-hour applications
• New drastically simplified thermal bay. Uses Model Y heat pump, but on steroids. 78% fewer connections, which minimizes failure points
• Larger battery module and larger battery cell
• 2.8 liter battery cell, co-engineered with Tesla's cell team
• LFP battery
• Operates in -40°C to 60°
• Went from 24 cable connections in Megapack version 2XL, down to 3 simple busbar connections
• 75% of the mass of Megapack 3 is battery cells.
• A single module in it weighs as much as a Cybertruck
• Tesla has enabled easier front access service, so there are no roof penetrations
• Drastically simplified bussing system
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Twenty0ne retweetledi
After watching infinite hours of 𝗧𝗲𝘀𝗹𝗮 𝗙𝗦𝗗 videos I at last got to try it first hand today in Amsterdam. 🥳
TLDR: it is so buttery-smooth and human-like that it is a boring experience... and this is the biggest compliment we can give to self driving car! 👏
Overall it handles any amount of pedestrian and bikes without harsh braking, setting the right speed in smaller roads slowing down without hard stops when interacting with pedestrians.
If you have ever been in Amsterdam (or the Netherlands), you know bikes rule supreme, and FSD seems to handle 🚴🚴♂️without any issues, even in US, where the bulk of data comes from, bikes are not as common.
Here are some highlights:
• 1:12 - politely wait for pedestrian to pass
• 2:10 - waits for all pedestrian and bikes to do what they do in Amsterdam... stopping in the middle of the street and talking 🤦♂️ ... and then confidently starts as soon the road is free
• 3:18 - slows down from 18 Km/h to 12 Km/h to pass the usual pedestrian walking with a bike in a narrow canal street
• 4:10 - waits for a bike to pass and picks the right left lane to turn: I have seen many drivers, not only tourists, wrongly use the tram lane to turn instead of the correct one
• 5:05 - stops to let a guy cross in a random place
• 5:55 - waits for a bike approaching pretty fast from the right side: again, I have seen drivers have to brake hard or cyclist having to avoid cars which had not seen them coming
Thanks @teslaeurope for the nice ride and congrats to the whole @Tesla_AI team, you rock 🤘
$TSLA
@KRoelandschap @fminderop @TeslaOwnersNL
Amsterdam, The Netherlands 🇳🇱 English
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7 years ago, I paid for FSD ... I still don't have it
@elonmusk @aelluswamy @tesla @TeslaAUNZ
Oh, and before you say $2800?! EAP was $8300AUD
Tesla@Tesla
7 years ago today, we unveiled Model Y It became the world’s best-selling car of any kind just 3 years later
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Twenty0ne retweetledi
Twenty0ne retweetledi
man people are vastly underestimating @elonmusk ability to execute *at scale* - the guy is playing fucking 5D chess building terafabs, launching datacenters into space, harvesting the suns energy for grok and you’re dunking on the guy?
“noooo he’s a LARP, he sells snake oil” - are you dumb???
did you forget what he did with fsd? or reusable rockets?? people doubted him 3 years ago now teslas autonomously drive better than people. rockets land themselves.
ashok (head of teslaAI) has evolved his role to focus on Macrohard, turning every dormant tesla and GPU into a human AI agent.
btw all of this will run on a $650 AI chip manufactured by (you guessed it) TESLA.
elons vertically integrated electric cars, space tech & transport and now he’s about to do the same with AI and money (xMoney)
“stop glazing him” - stfu and look at the track record instead he’s created billions of dollars GDP- data speaks for itself
Elon Musk@elonmusk
@peterwildeford xAI will catch up this year and then exceed them all by such a long distance in 3 years that you will need the James Webb telescope to see who is in second place
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