Chuck Cook

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.

Here's my conversation with Jeff Kaplan, a legendary Blizzard game designer of World of Warcraft and Overwatch, which are two of the biggest, most influential games ever made. Jeff is one of the most genuine & awesome human beings I've ever met: kind, thoughtful, hilarious, and still & forever a gamer through and through. This was a truly fun & inspiring conversation. We talk about it all: the lows, the highs, the memes, the details of the game design process, and the new game he's been secretely working on: The Legend of California. I got a chance to play the game with Jeff, and it's incredibly beautiful (and fun). You can wishlist it on Steam now. I can't wait to play it with all of you! Conversation is here on X in full and is up everywhere else (see comment). Timestamps: 0:00 - Episode highlight 1:27 - Introduction 4:07 - Early games: Pac-Man, Zork, Doom, Quake 18:33 - Writing career - 170 rejection letters 34:06 - EverQuest obsession 47:04 - Getting hired at Blizzard 1:02:32 - Lowest point in Jeff's life 1:08:37 - One of Us 1:12:54 - Early Blizzard culture 1:32:36 - Building World of Warcraft 1:50:20 - How WoW changed video games 2:07:42 - Single-player vs Multi-player 2:28:35 - How Blizzard made great video games 2:54:25 - Online toxicity 3:01:59 - Why Titan failed 3:19:09 - Overwatch in six weeks 3:46:07 - Best Overwatch heroes 3:54:37 - The challenge of matchmaking 3:58:01 - Rust 4:08:22 - Why Jeff left Blizzard 4:30:35 - Diablo IV 4:32:03 - Getting back to making video games 4:40:59 - The Legend of California 4:54:44 - Greatest video game of all time 5:02:51 - AI and future of video games

The Production Tesla Cybercab has a much larger interior camera compared to those found in Tesla vehicles today. It could help with identifying left over belongings, better surveillance when need, etc.