X Freeze
@XFreeze · Sep 15, 2026
Elon just gave one of the clearest explanations yet for why Terafab has to exist
There are basically two problems:
• Geopolitical risk — at some point, advanced chips from Taiwan may not be available
• Scale — even if supply remains stable, existing fabs eventually run out of
The All-In Podcast@theallinpod· Sep 15, 2026All-In Summit: Elon Musk & Gwynne Shotwell
-- AI Risks and Peer Review
-- Starship
-- Terafab as Taiwan Insurance
-- SpaceX/Tesla Merger Potential
-- Management at SpaceX
++ much more!
(0:00) SpaceX's @Gwynne_Shotwell joins The Besties!
(1:45) Gwynne's SpaceX story,
Elon Musk
@elonmusk
Yeah
04:33 AM · September 16, 2026 · 90.9K views
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