Adrian
9.9K posts
@SawyerMerritt what’s the title of the guy who has to figure out what jobs are required to get the Terafab built?
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BREAKING: Tesla has posted 7 new jobs for its new Terafab chip manufacturing project, which officially launches today (March 21).
"Deliver best-in-class processes with industry-leading yield, performance, and reliability. Candidates with proven hands-on expertise in both tool ownership and process development will be given priority." - Silicon Module Process Engineer job listing.
Job listings:
• Sr. Counsel, Infrastructure & CapEx
• Process Integration Engineer
• Module Process Engineer
• Silicon Module Process Engineer
• Module Process Engineer, Terafab
• Sr. Counsel, Supply Chain
• Sr. Counsel, Supply Chain (second position)
Link to Terafab job postings: tesla.com/careers/search…
(Tesla's upcoming AI5 chip pictured below)
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@brandenflasch @SawyerMerritt @dictionaryhill @royce_james @itskyleconner I imagine the cybercab will be safer in a crash over zoox.
Also, the aero profile will let it be more efficient on the road which means needs a smaller battery, less cost and so forth.
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@SawyerMerritt @dictionaryhill @royce_james @itskyleconner I want my cargo with me for a short ride, not in the back. Similar to an airport shuttle bus.
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.@itskyleconner makes some good points that the Cybercab is (obviously) designed for autonomous driving, and not manual driving: "It would be kind of bad to drive because you have massive A-pillars. The windshield doesn't come up very high. You sit way too far back, so clearly this is not designed to be a driven vehicle. I thought maybe the early ones would ship with a steering wheel. You're not driving this thing with A-pillars like that."
Out of Spec Studios@Out_of_Spec
Tesla Cybercab First Look! Cabin Space, Doors, Interior Quality, Trunk Space, Charging Port, Design youtu.be/E6KEjOTyl5c?si…
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@ValueAnalyst1 I am not defending the lies by no means. And you’re right, it’s borderline if not blatantly incriminating.
What I am saying, that at least in the US, FSD is the by far the best point to point ADAS. To say otherwise is simply disingenuous IMO.
Cheers
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@thefuzz247 $GM Cruise is about the same as FSD, equally as good on highways, and improving just as fast. So, no, FSD doesn't incrementally make up for all of his endless lies and abuse of power. He deserves to be behind bars, or worse.
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$TSLA Omar says I "should try FSD" even though he already knows that I've personally tested every public version of FSD in recent years and correctly predicted the exact performance of FSD 13 and FSD 14 in public posts. So why does Omar still try so hard to mislead his followers?
Whole Mars Catalog@wholemars
@ValueAnalyst1 Works great even in pretty bad weather. You should try it.
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If they built highways with magnetic strips in the concrete that allowed you to charge on the go; that would be a game changer. Aren’t the new taxis able to charge magnetically‽
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Tesla community would be wise to pay more attention to bearish points of view. It has somehow become one of the largest group of cucks on planet earth.
Elon constantly lies under the guise of “trying to be optimistic”. His “timelines” are wild ass guesses and there’s not a way to sugar coat it.
That said…. It’s really disingenuous to say V13 or v14 are nothing short of remarkable. I’m not saying they’re good enough for robotaxi but it’s getting closer.
Hope you’re doing well, pal.
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$TSLA FSD 14 is also missing even my low expectations: x.com/ValueAnalyst1/…
ValueAnalyst@ValueAnalyst1
$TSLA FSD 14 will start rolling out to Biased Influencers later this year and the general public sometime next year. FSD 14 will likely complete ~99% of trips without a critical disengagement, short of the 99.9999% accuracy necessary for nationwide adoption of a robotaxi service.
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@sircalebhammer Start leading by example homie. The world could use 12 more common sense Caleb’s in the world
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America is going to see birth rates lower than South Korea in a decade.
Buzzing Pop@BuzzingPop
Olivia Rodrigo tells British Vogue that she’s a “long way from” marriage: “What am I, a child bride? I hope that young girls know that life is full of so much joy that is unrelated to husband or kids.”
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Went from scrolling 24/7 to not even wanting to log in. X just hasn’t been hitting the same lately.
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I get that they're excited about autonomy, but I don't think it's a good look to be partnering First off five years into the future, but also you haven't actually shown anything yet...
get point to point working first!
Rivian@Rivian
A fleet of R2 Robotaxis is coming exclusively to @Uber. ⚡🌿 Today, we announced a partnership to help both companies accelerate their autonomous vehicle plans across 25 cities in the US, Canada and Europe by the end of 2031. rivn.co/uber
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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@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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What you do when Jeff Currie comes out calling for $200 oil? You start to trim if you haven’t already. Jeff is great but he is a bit of an oil permabull.
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@Tesla_Dawg @wholemars Tesla has always had gross profits except for one quarter I believe. Rivian eeked out a single quarter with positive gross margins but it was largely due to reg credits
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Tesla had a run rate of 300K vehicles a year before they became profitable……Rivian will need to get to a similar number to do the same…until then they will continue to burn cash…and they won’t achieve those numbers in 12 months….it’ll take them at lease 2-3 years….
All the “we’re doing this , doing that” is a stock pump to minimise the stock dilution that’s likely coming in the next 6 months…🤷🏻♂️
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Rivian posted a gross loss of $10,216 per vehicle delivered in 2025, and a net loss of $85,753 per vehicle.
Can they cut $30,000 of cost out with the R2 platform? If they work hard they might have a shot at pulling it off but they will need to show a lot more discipline in their fixed costs as well.
So far I'm not seeing any signs of discipline. Instead, they're investing like crazy. That works as long as they're able to raise more capital. RJ is going to need to be sleeping at the factory in Illinois and telling employees across the company to tighten their belts if they want to get through this without becoming a subsidiary of Volkswagen.
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@SantoroSystems Correction… they only have ~4 true robotaxis.
The “supervised” ride hail doesn’t count.
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To put it bluntly, the robotaxi fleet size is bad enough at this point that literally everyone should be asking Elon what the hell is going on, there might be a perfectly reasonable explanation but we should know what that is instead of guessing what it is.
The active fleet size is the same size that it was on November 2nd
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Can’t remember the last time I went to a conference.
Every time I was at one, I kept thinking about the problem I was trying to solve—so I ended up back in the room working. Then I stopped going.
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$SPY > $672 and we can lift the bid to $676-684.
Below $667 we can drop off this supply back into 664-660 range.
Technically $672 is the pivot to watch into Fomc meeting tomorrow.
Chop between $672-667
Give this a ❤️if these help or not.
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