Elon Musk репостнул(а)
X Freeze
@XFreeze
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 capacity as AI, humanoid robots and autonomous cars keep scaling
And chips are the foundation underneath all of it
Server AI, edge compute, Optimus, Tesla vehicles....everything needs enormous and reliable semiconductor supply
Elon:
“So it’s either build Terafab or fail to scale”
That pretty much sums up the entire strategy
Secure the chip supply....then scale AI and robotics without a ceiling
The All-In Podcast@theallinpod· 15 сент. 2026 г.All-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,
06:28 · 15 сентября 2026 г. · 778,2 тыс. просмотров
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