Chansoo Byeon

Elon Musk unveils Terafab: the chip fab behind a terawatt of compute per year. 1 terawatt is 1,000,000,000,000 watts or 1,000 gigawatts. • Elon calls Terafab "the most epic chip building exercise in history by far," a joint effort of SpaceX, xAI and Tesla • Goal: a terawatt of compute per year. Current AI compute output is roughly 20 GW a year, and all the fabs on Earth combined are only about 2% of what's needed • He says they'll buy all the chips Samsung, TSMC and Micron can make, but those suppliers can't expand fast enough: "we either build the Terafab or we don't have the chips" • Phase one is an advanced technology fab in Austin: logic, memory and packaging plus lithography masks in one building, so they can make a chip, test it, make a new mask and repeat • Elon says nothing like it exists anywhere "to the best of my knowledge" and that the design loop is probably an order of magnitude better than anything else, with "wild and crazy" experiments and some "new physics" he's confident will work • Two chip types: an edge inference chip for Optimus and cars, and a high-power chip built for space (radiation, running hotter to cut radiator mass). His slide labels AI5 for FSD and Optimus, AI6 for Optimus, and D3 for space • He expects 1B to 10B humanoid robots a year vs about 100M vehicles, and wants Tesla to make a very significant share • His guess: 100 to 200 GW a year of chips on the ground and about a terawatt in space • He thinks AI in space could cost less than on the ground in as little as 2 to 3 years: 5x or more solar power, no big batteries, no heavy glass or framing • A terawatt of compute a year needs about 10M tons to orbit per year at 100 kW per ton. He says no new physics is needed and he's confident SpaceX gets there • Starship goes from 100 tons to 200 tons to orbit, and the mini AI Sat is about 100 kW, with megawatt-class satellites expected later • Next step after Terafab: an electromagnetic mass driver on the Moon to send a petawatt of compute to deep space, about 1,000x a terawatt • Track record he cites: Tesla at 2M cars a year, xAI's first gigawatt-scale cluster (Jensen Huang said he'd never seen anything built so fast), SpaceX with 500+ landings • Closing : AI and robotics bring abundance, and "anyone could have a trip to Saturn" This is the first official Tesla x SpaceX collaboration announcement and it was before Grok Bot so people seemed to have forgotten the significance of it already. so I made a supercut as a reminder both Tesla and SpaceX teams are working towards Sustainable Abundance for All already. 🎥 @elonmusk @JensenHuang @Gwynne_Shotwell $TSLA $SPCX

Acceleration is the American way 🇺🇸

White Lives Matter Too Obviously

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Shooters shoot 🎯 @elonmusk

this is actually a conservative figure for Cybercabs. Cybercab battery pack and drive train are actually design for millions of miles instead of 500K miles On top of the hardware longevity, if you add superhuman driving safety and smoothness, your vehicle longevity increases as well. @EricETesla @aelluswamy @elonmusk @Tesla