Michael Konen
13.7K posts
















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.






Rivian Universal Hands-Free vs Tesla Self-Driving This was my first time testing Rivian's new Universal Hands-Free, and I was honestly surprised by how it performed. I understand this is their first attempt and it will only improve from here, but truthfully, it is worse than any version of FSD or Autopilot I have ever used. I respect Rivian as a company, but I always try to remain unbiased in my opinions, so here are my unfiltered thoughts on where UHF stands today. Hoping to test it more as the system receives major updates! Hope you all enjoy the video. Chapters 00:00 Intro 00:45 Struggling to get UHF to turn on 1:25 Hard resetting the system 2:00 Enabling UHF 2:45 Max speed and lane changing 4:00 Strange warning 5:00 Disengagement 5:28 UHF fails on corner 7:58 Attention monitoring test 9:25 Harsh brake for merging vehicle 10:10 Changing driving styles 10:50 Harsh brake for bus 12:15 Robotic driving style 13:10 I am not comfortable using this 14:35 Parking capabilities 15:40 Getting into Tesla 16:50 FSD vs UHF thoughts 18:20 Final thoughts














Are you only just now feeling the electricity spike? It began five years ago with a bang!


