Cybercab and Optimus Need More Chips Than Tesla Can Buy

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The AI race is becoming a chip race with robots attached.

That's what the Samsung fab is for. Tesla already answered this.

核心矛盾不是需求，而是产能先卡住？Cybercab 和 Optimus 谁会先吃掉这块容量？

Chip demand for Cybercab and Optimus is the bottleneck story that matters. Scale is limited by silicon, not slogans.

This is where the robot story gets physical. Better software still has to wait on enough silicon.

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Great update on Cybercab and Optimus. Your analysis cuts through the noise. You and @Nainahf are my go to accounts.

Perfect, we now have more excuses to justify little to no execution and keep hyping instead.

Tesla should go full vertical integration on the chips part as wel.