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Recently Ross Gerber mentioned that it will be impossible for Tesla to scale quickly with their Robotaxi plans because they have yet to build any infrastructure as similar to Waymo. I am willing to bet a generous amount of money that Tesla is well aware of Waymo’s infrastructure and...

11,308 görüntüleme • 4 ay önce •via X (Twitter)

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I genuinely think the Terafab is going to end up being one of the biggest moves ever made in human history to secure the future of AI... and I think most people still don’t fully see what Elon is trying to do here. The signs are clear to me. This is Tesla, xAI, and SpaceX essentially hinting to us that they are not going to wait on the world to give them the compute the team needs. They are going to build it themselves at a scale no one has ever attempted. When you really break it down, it gets a bit nutty. This is going to be a fully vertically integrated chip factory that will be producing over 1 terawatt of AI compute per year. This is NEXT LEVEL BIG. Today, AI is limited by chips. You can have the best models, the best engineers, the best everything... but if you don’t have enough compute, you will eventually hit a wall. Elon told us, the world can only supply a tiny fraction of the chips his companies will need. So this is the solution. Terafab puts everything under one roof like design, manufacturing, memory, packaging, testing, which means that they can build chips very fast.. like really fast. I'm talking about 100-200 billion custom AI chips per year at full capacity. Chips designed specifically for: • Tesla cars and Optimus robots • xAI models • Space-based compute You see, while other companies and CEOs are thinking Earth, Elon is planning for AI in space. Around ~80% of the compute is expected to go orbital, powered by solar energy bc Earth simply doesn’t have enough electricity. The U.S. grid is only about ~0.5 terawatts, while space has basically UNLIMITED energy if you can capture it. And this is the steps to get it: Starship launches → space compute → solar-powered AI → feeds back into everything to Earth. Bro... Elon and his companies are playing at a whole different level... And this is why I keep telling people that the Terafab is going to be the secret ingredient that will be the real unlock for everything: • Robotaxis at scale • Billions of Optimus robots • Massive AI models running 24/7 • Future off-world, other planet infrastructure Without these chips, none of this can happen... but with the Terafab, all of this becomes possible. That’s why Elon is calling it “the final missing piece.” I agree.

Teslaconomics

25,425 görüntüleme • 3 ay önce

.Elon Musk says that "the right metric for intelligence is the ability to predict the future." Elon says that if your predictions are not very good, you're not that smart. During his interview with CNBC, Elon confirmed that there would be fully autonomous Teslas on the streets of Austin by the end of June. I predicted that Tesla would not have non-geofenced, unsupervised Full Self-Driving Teslas in Austin by July 1. Today is July 1, and Elon's predictions were completely wrong. By his own definition of intelligence, he is not that smart. I have always been better at predicting things about Tesla Full Self-Driving than Elon Musk is. That's why No Safe Words crowned me the "world's leading autonomous vehicle safety expert". As I predicted, Tesla's "Robotaxi" is geofenced to a small area in Austin. It is not autonomous, and is supervised both remotely and from the passenger seat. The only passengers it has carried so far are Tesla Cultists and shareholders. Tesla has not launched a real robotaxi service like the one Waymo operates. The 11 supervised robotaxis it has deployed made at least 17 safety critical and driving errors in just the first week of operation. Elon predicted in October 2024 that Tesla would have a 30% growth in sales in 2025. Tesla's sales fell 13% in Q1 2025 and tomorrow's delivery numbers are expected to be similarly terrible. I predict that Tesla's sales growth in 2025 will be less than 30%. Elon also predicted every year for the past 11 years that Tesla would solve autonomous driving by the end of the year. His predictions have been wrong every single year for over a decade. I predict that Tesla will not solve autonomous driving this year. Elon says "you're as intelligent as you can predict the future well". He is terrible at predicting the future, so according to "the right metric for intelligence", he is not that smart. Elon also predicted that Tesla would have a "thousand" robotaxis "within a few months" during his CNBC interview. I predict that by October 1, Tesla will not have 1,000 robotaxis offering unsupervised rides to ordinary customers.

Dan O'Dowd

128,935 görüntüleme • 1 yıl önce