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Cern Basher
@CernBasher · 22 мар. 2026 г.
What is the Present Value of TERAFAB?
TSMC and Samsung make about $2 billion in revenue per GW of AI chips they produce. Nvidia makes about $10 billion and AMD makes about $6 billion per GW of AI chips/systems they sell.
Let's assume that Tesla's TERAFAB economics are similar
Elon Musk
@elonmusk · 22 мар. 2026 г.
Growth will continue far past a terawatt
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Elon Musk
@elonmusk · 22 мар. 2026 г.
Another 29 sats added to the 10k active
SpaceX@SpaceX· 22 мар. 2026 г.Falcon 9 launches 29 @Starlink satellites from Florida
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Jojo Braun
@TerribleJyon · 22 мар. 2026 г.
getting it, like most people
The purpose of a system is what it does
The system you describe has as its expressed purpose to grift taxpayer money and turn it into Lamborghinis and vacation homes for those administering the programs
Under this lens, those programs are quite
Elon Musk
@elonmusk · 22 мар. 2026 г.
Exactly
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Peter Hague
@peterrhague · 22 мар. 2026 г.
Basically every news story you read about will be forgotten within a human lifetime, if not sooner.
If they pull this off, it will be remembered forever. Nothing else from our time will matter:
Elon Musk
@elonmusk · 22 мар. 2026 г.
This is one of the major milestones in civilizational progress
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Beff (e/acc)
@beffjezos · 22 мар. 2026 г.
SpaceXAI is the most e/acc company of all time
Elon Musk
@elonmusk · 22 мар. 2026 г.
🚀
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Elon Musk
@elonmusk · 22 мар. 2026 г.
Such hypocrisy
DataRepublican (small r)@DataRepublican· 22 мар. 2026 г.🧵 THREAD: Democrats TEACH voter identification and election integrity ... just not in America
The Democratic Party has an international arm called the National Democratic Institute (NDI). It's funded by $181M/year in US tax dollars. Its board includes Stacey Abrams, Donna
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Rothmus 🏴
@Rothmus · 22 мар. 2026 г.
Elon Musk
@elonmusk · 22 мар. 2026 г.
😂
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Elon Musk
@elonmusk · 22 мар. 2026 г.
True
Testlabor@testerlabor· 22 мар. 2026 г.Did you know that xAI has developed faster with Grok than all other AI relative to its young age? xAI / Grok is the overall winner in velocity! Here's an example, but it's the same with all other AI companies.
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Elon Musk
@elonmusk · 22 мар. 2026 г.
Very little silicon is made in Silicon Valley anymore
Elon Musk
@elonmusk · 22 мар. 2026 г.
@beffjezos Although it is still the global nexus of chip design
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Beff (e/acc)
@beffjezos · 22 мар. 2026 г.
Texas will have more Silicon than Silicon Valley.
Let that sink in.
DogeDesigner@cb_doge· 22 мар. 2026 г.ELON MUSK: "We're starting off with an advanced technology fab here in Austin, and I'd like to thank @GregAbbott_TX and the state of Texas for the support.
So in the advanced technology fab, we will have all of the equipment necessary to make a chip of any kind logical memory,
Elon Musk
@elonmusk · 22 мар. 2026 г.
Very little silicon is made in Silicon Valley anymore
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Blake Neff
@BlakeSNeff · 22 мар. 2026 г.
A drug-addicted parasite stole a gun, walked up to a random pregnant woman in Seattle, and murdered her. Instead of just executing him, the state wasted three years “evaluating” him before reaching a plea deal acquitting him for “insanity,” so now millions of dollars can be spent
KIRO 7@KIRO7Seattle· 21 мар. 2026 г.Seattle man who shot, killed pregnant stranger found not guilty by reason of insanity
Elon Musk
@elonmusk · 22 мар. 2026 г.
This needs to stop
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Arno
@aarnogau · 22 мар. 2026 г.
There's no such things as the ai singularity. Specifically you cannot define the point of singularity.
Was it the transformers paper or was it when the humans first made fire that truly kicks it off?
And no point in the curve can we tell we are at the inflection point because
Elon Musk
@elonmusk · 22 мар. 2026 г.
True
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Joe Tegtmeyer 🚀 🤠🛸😎
@JoeTegtmeyer · 22 мар. 2026 г.
I thought this would be helpful for illustration purposes. The basic footprint of the just announced Tesla/SpaceX/XAI Terafab at Giga Texas looks to be about 2 million Sq Ft, but not sure the number of floors or total Sq Ft available for production.
Elon Musk
@elonmusk · 22 мар. 2026 г.
No, that’s just the little advanced technology fab, where we will be iterating on chip designs.
We couldn’t possibly fit the Terafab on the GigaTexas campus. It will be far bigger than everything else combined there.
Several locations for Terafab are under consideration. It needs thousands of acres and over 10GW of power at full scale.
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markusdd
@markusdd5 · 22 мар. 2026 г.
Ok. So essentially Terafab is not a plan for a 'standard' semiconductor fab, but includes mask production, test house and packaging under one roof. This alone is a very alien concept. If they only achieve this alone, not even considering reaching the crazy output numbers, they're
Elon Musk
@elonmusk · 22 мар. 2026 г.
Given that several companies make advanced chips, but no companies have ever made fully reusable rockets or achieved SpaceX scale, I think Starship is harder, but we shall see.
Terafab will technically be two fabs, each making only one chip design. This greatly simplifies process flow and allows more linear, adjacent movement of the FOUP.
A super high production rate allows us to test very quickly what steps can be deleted, simplified or sped up, even after the design is fixed. Current fabs are extremely conservative, operating on rigid historical heuristics, which are mostly, but not all, correct.
Anything that is a rate limiter at the machine level means that machine will be redesigned, unless already at limit of physics.
Having new iterations of a chip design be produced every day in the research fab (with <7 day lag) means being able to try out many high risk, high return ideas.
Etc
In any event, there is no other way to reach extreme scale, so either we make Terafab or we will be stuck at the ~20% chip/memory output growth per year of the current industry.
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André Thierig
@AndrThie · 22 мар. 2026 г.
Happy Birthday Giga Berlin!
4 years ago, we started production with delivering the first 30 cars to our customers! Since then, it has been a unique success story:
- produced and delivered more than 700.000 Model Y 💪🏼
- created nearly 11.000 jobs 👷♂️👩🔧
So much more to come!
Elon Musk
@elonmusk · 22 мар. 2026 г.
Happy birthday! 🎉
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Elon Musk
@elonmusk · 22 мар. 2026 г.
Is this true, @grok?
X Freeze@XFreeze· 22 мар. 2026 г.
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X Freeze
@XFreeze · 22 мар. 2026 г.
Elon Musk
@elonmusk · 22 мар. 2026 г.
😂
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Adam Lowisz X Meetup 🇺🇸🇵🇱🇪🇺🇬🇧🇺🇦
@AdamLowisz · 22 мар. 2026 г.
Elon, you should use that rapid recursive improvement to singe Robert Reich with a satellite from space 🤣
Elon Musk@elonmusk· 22 мар. 2026 г.Rapid recursive improvement
Elon Musk
@elonmusk · 22 мар. 2026 г.
Only a matter of time
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Adam Lowisz X Meetup 🇺🇸🇵🇱🇪🇺🇬🇧🇺🇦
@AdamLowisz · 22 мар. 2026 г.
Elon, you should use that rapid recursive improvement to singe Robert Reich with a satellite from space 🤣
Elon Musk
@elonmusk · 22 мар. 2026 г.
Only a matter of time
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Oilfield Rando
@Oilfield_Rando · 22 мар. 2026 г.
Democracy is a pretty shitty deal, which our founders knew well, which is why they started this country by limiting the absolute SHIT out of who could vote!
Elon Musk
@elonmusk · 22 мар. 2026 г.
💯
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