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Elon just clarified the plan for building the TERAFAB. The Advanced Technology Fab built at Giga Texas will not be “the TERAFAB.” It will be a smaller fab where they will iterate on chip designs. The TERAFAB wouldn’t even fit on the Giga Texas campus. Several sites for the...

719,071 görüntüleme • 5 ay önce •via X (Twitter)

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Just weeks ago I considered this to be a map of Superchargers. The foundation that made EV’s a going concern for the first time. But it’s not. These dots represent fully permitted and built power stations in an era where every AI player is trying to figure out how to get power for compute. This is the largest electrical power moat I’ve ever seen that can fully supply current and future charging needs while collecting and storing cheaper power during off-peak to supply an AI revolution. Elon doesn’t care who knows anymore. 2nd place is… crumbs. AWS was built from excess server space needed during peak demand. Now it’s bigger and more valuable than the core Amazon retail business. Tesla is about to drop a hardware smackdown right in the face of software engineers. AI prototypes are easy. Scaling is hard. If only Tesla had a factory pouring out millions of chips each year that are underutilized 95% of the time. Each with their own battery storage. Imagine that. Tesla could call them ‘cars’. And that power moat? It’s all fully upgradable. It’s primed to be tripled. Only a handful of Tesla charging stations currently have solar and/or Megapacks. For 14 years Tesla has permitted and built the gas stations of the future around the world. Everyone said it would fail. All of them were wrong. And now Tesla is in a process of creating a possible 10x value stamp on those stations that should have never been built. It makes you wonder, When a vehicle now leaves the Tesla factory; how do we even begin to calculate the economic production that it will generate during its lifetime? It’s a Robotaxi, energy storage, and a fully sealed/cooled compute processor. They may as well start shitting gold out of a tailpipe.

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56,754 görüntüleme • 2 ay önce

More Batteries vs. Submarines Now that the German TKMS and the French Naval Group have massively adopted lithium-ion batteries, following the Japanese lead, this is consolidating as a major trend, just as I had predicted. The next stage will be solid-state batteries, and at that point, we'll essentially be discussing only speed and submerged endurance in comparison to nuclear submarines. Since solid-state batteries are lighter, they will allow for a greater number to be installed, freeing up space for more powerful propulsion systems. Naval Group has already sold a version of the Scorpène to Indonesia capable of remaining submerged for up to 80 days. That's with lithium-ion batteries. Imagine what this could exceed, more than double, with solid-state batteries. In practical terms, a more powerful engine combined with solid-state batteries in the proportions that Naval Group is now using in the Scorpène would provide three times the speed, meaning something like 10–15 knots at constant speed while maintaining around 50 days submerged. This would give a range of 40,000–50,000 km, requiring less than one hour on the surface for a fast recharge. For speeds above 25 knots, simply adding more batteries and a better engine would suffice, as the solid-state system has high power output. All this at 15–20% of the cost of a nuclear submarine. And if the choice is to power the batteries with a micro-reactor, it would cost 25–35% of a conventional nuclear one. Then someone will say: “But a nuclear sub can stay submerged for years.” That makes no difference at all, since even with around 60 days of endurance, the crew still needs to surface to resupply provisions. The big advantages remain: battery-powered subs are superior in silence, and speed can be addressed with larger battery packs.

Patricia Marins

103,224 görüntüleme • 9 ay önce

🚨 BREAKING: Secretary of State of Marco Rubio has just stunned the world, launching a plan to DESTROY the International Criminal Court (ICC) threats to American sovereignty Marco just confirmed it: NO GLOBALIST JUDGE HAS ANY AUTHORITY OVER AMERICANS, "international law" has NO EFFECT in the USA 🇺🇸 "As we speak, the ICC and its friends are waging a war against our country, not with bullets or missiles, but with statutes and compacts and the force of so-called international law!" "They believe that they should be in charge of YOUR laws, of YOUR country, YOUR life, and they don't care whether or not you agree." "Halfway across the world, there's an institution that calls itself the International Criminal Court. Maybe you've heard of it, maybe you haven't. The chances are you don't know the names of its judges, of its prosecutors, or its president!" "It was a global tribunal staffed by unelected globalist bureaucrats who claimed their power is almost unlimited. The danger of this global court has only continued to grow." "It threatens every aspect of our political and legal system. Border Patrol agents removing violent criminals from our country, American Marines risking their lives to defend our homeland, prosecutors working to dismantle terrorist plots to attack and kill Americans." "If we stand idle, all of them would be at the mercy of foreign judges thousands of miles away facing the constant risk of prosecution and even imprisonment for the so-called crime of defending their own country." "The American people never agreed to any of this, and they never will. Read the words of our Declaration of Independence. We fought a revolution against a foreign power transporting us beyond seas to be tried for pretended offenses!" "Independence is our birthright. We will never let foreign bureaucrats take that away from us. This administration will not sit by as the ICC and its allies seek to threaten our people." "If they believe they can deprive us of our sovereignty, we will teach them the full meaning of American resolve." BASED.

Eric Daugherty

2,756,518 görüntüleme • 1 ay önce