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Sphere Semi CEO Glinert 🇺🇸 🏭's hot take: the day that Intel 14A works, Taiwan starts becoming irrelevant. "Intel has as much capacity as TSMC. Incredible amounts of capacity." "TSMC Arizona, yeah, has capacity, but they're never going to put their lowest node stuff there because they're not stupid."...

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32,915 views • 3 months ago •via X (Twitter)

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Gavin Baker: "I've been optimistic that the fundamental shortage of wafers, which is really controlled by Taiwan Semi, will prevent a bubble." "If Taiwan Semi did what Jensen wanted, Nvidia could sell $2 trillion of GPUs in 2026 or 2027. But there is a limit where consumers would consume so much that you'd probably be in an overbuild. And you are starting to see companies go to Intel and Samsung. A lot of this may come down to the degree to which Taiwan Semi can maintain a lead over Intel and Samsung and the pace at which they expand capacity. If I were to watch one thing to understand whether there's a bubble, it's Taiwan Semi's capacity decisions. There's a Goldilocks zone where they expand enough to make it hard for Intel or Samsung to emerge as a second source, but they also keep the fundamental constraint on wafers that helps us avoid a bubble."
2:20

Gavin Baker: "I've been optimistic that the fundamental shortage of wafers, which is really controlled by Taiwan Semi, will prevent a bubble." "If Taiwan Semi did what Jensen wanted, Nvidia could sell $2 trillion of GPUs in 2026 or 2027. But there is a limit where consumers would consume so much that you'd probably be in an overbuild. And you are starting to see companies go to Intel and Samsung. A lot of this may come down to the degree to which Taiwan Semi can maintain a lead over Intel and Samsung and the pace at which they expand capacity. If I were to watch one thing to understand whether there's a bubble, it's Taiwan Semi's capacity decisions. There's a Goldilocks zone where they expand enough to make it hard for Intel or Samsung to emerge as a second source, but they also keep the fundamental constraint on wafers that helps us avoid a bubble."

Patrick OShaughnessy

542,684 views • 3 months ago

Ben on Intel and TSMC: "A lot of tech companies didn't fully appreciate the extent to which TSMC offloaded risk onto the big tech companies. The risk TSMC is worried about is overcapacity. If we build a fab, we expect that fab to run for 30 years. So they are very biased toward being much more conservative. Risk doesn't disappear. It just moves. Today, when we say there's not enough compute, it's not like all the money that companies are putting in today manifests in compute tomorrow. It manifests in compute in 2028 and 2029. But this is where TSMC in some respects made the same mistake as the memory makers. Because they didn't invest, the shortages are going to be so acute, big tech companies that were foregoing so much revenue and so many profits will go through the pain of getting Intel up to speed, of getting Samsung up to speed. It never made rational sense for anyone to go work with Intel. In an unchanging world, TSMC would just win forever. The scarcity is what ultimately saved Intel. It was ultimately TSMC brought it on themselves."
1:42

Ben on Intel and TSMC: "A lot of tech companies didn't fully appreciate the extent to which TSMC offloaded risk onto the big tech companies. The risk TSMC is worried about is overcapacity. If we build a fab, we expect that fab to run for 30 years. So they are very biased toward being much more conservative. Risk doesn't disappear. It just moves. Today, when we say there's not enough compute, it's not like all the money that companies are putting in today manifests in compute tomorrow. It manifests in compute in 2028 and 2029. But this is where TSMC in some respects made the same mistake as the memory makers. Because they didn't invest, the shortages are going to be so acute, big tech companies that were foregoing so much revenue and so many profits will go through the pain of getting Intel up to speed, of getting Samsung up to speed. It never made rational sense for anyone to go work with Intel. In an unchanging world, TSMC would just win forever. The scarcity is what ultimately saved Intel. It was ultimately TSMC brought it on themselves."

Patrick OShaughnessy

100,885 views • 7 days ago

Elon Musk: I have much respect for TSMC and Samsung, and we've worked with both TSMC and Samsung, at Tesla and at SpaceX. TSMC and Samsung are great companies and we want them to make our chip as quickly as they can and scale up to as highest possible volume that that they're comfortable doing But, it's it doesn't appear to be fast enough and when I ask how long will it take to from start to finish to get a new chip fab built, they tell me five, five years to get to blank production. I'm like, five years to me is an eternity
3:11

Elon Musk: I have much respect for TSMC and Samsung, and we've worked with both TSMC and Samsung, at Tesla and at SpaceX. TSMC and Samsung are great companies and we want them to make our chip as quickly as they can and scale up to as highest possible volume that that they're comfortable doing But, it's it doesn't appear to be fast enough and when I ask how long will it take to from start to finish to get a new chip fab built, they tell me five, five years to get to blank production. I'm like, five years to me is an eternity

X Freeze

142,877 views • 9 months ago

Elon Musk: Most engineering is done with people who don’t have PhDs. You don’t need a PhD for that — but you do need competent personnel. Right now, Tesla is pedal to the metal, going as fast as possible to get AI5 chip design into production, reach full scale, and secure every chip fab we possibly can. If everything goes at maximum speed, AI5 will reach production around the second quarter of next year, and then AI6 would hopefully follow less than a year later. We are using TSMC Taiwan, Samsung Korea, TSMC Arizona, and Samsung Texas — and even after securing all of that, we still don’t have enough capacity. When you ask, “What’s the timeframe to reach volume production?” the answer is: You’ve got to build the fab, start production, climb the yield curve, and reach high-yield volume production — and that takes about 5 years.
1:43

Elon Musk: Most engineering is done with people who don’t have PhDs. You don’t need a PhD for that — but you do need competent personnel. Right now, Tesla is pedal to the metal, going as fast as possible to get AI5 chip design into production, reach full scale, and secure every chip fab we possibly can. If everything goes at maximum speed, AI5 will reach production around the second quarter of next year, and then AI6 would hopefully follow less than a year later. We are using TSMC Taiwan, Samsung Korea, TSMC Arizona, and Samsung Texas — and even after securing all of that, we still don’t have enough capacity. When you ask, “What’s the timeframe to reach volume production?” the answer is: You’ve got to build the fab, start production, climb the yield curve, and reach high-yield volume production — and that takes about 5 years.

Ian Miles Cheong

92,034 views • 6 months ago

Chamath: Taiwan Loses Its Strategic Importance in 18 Months Chamath Palihapitiya: “ We're 18 months from Taiwan not being an important moment of conversation the way it is today. Why 18 months? Because we are at a point where we're probably 1-2 nanometers away from being able to do what we need Taiwan to strategically do for us. And so as we scale up our chip fabs, as we get more capacity, and interestingly, there are these orthogonal technologies being developed. I don't know if you guys saw, but Neuralink was showcasing a machine that is literally operating at the almost nanometer scale to do the brain operations for the implantation, all automatically. When you have the dexterity and the capability mechanically to make these things, the real reason then is a very different one than what it is today. Today, it's economic. And if you take that off the table, I think we'll have a very different attitude to Taiwan.”
0:45

Chamath: Taiwan Loses Its Strategic Importance in 18 Months Chamath Palihapitiya: “ We're 18 months from Taiwan not being an important moment of conversation the way it is today. Why 18 months? Because we are at a point where we're probably 1-2 nanometers away from being able to do what we need Taiwan to strategically do for us. And so as we scale up our chip fabs, as we get more capacity, and interestingly, there are these orthogonal technologies being developed. I don't know if you guys saw, but Neuralink was showcasing a machine that is literally operating at the almost nanometer scale to do the brain operations for the implantation, all automatically. When you have the dexterity and the capability mechanically to make these things, the real reason then is a very different one than what it is today. Today, it's economic. And if you take that off the table, I think we'll have a very different attitude to Taiwan.”

The All-In Podcast

1,855,138 views • 3 months ago

Jake barber says the NHI want humanity to know about their existence He also discusses drawing huge amounts of energy from the quantum vacuum and anti gravity Ross - “Do you think the aliens, the non-human intelligence, wants us humanity to know about their existence?” Jake -“Yeah, I do believe that. That's the message that, that we're getting. “I feel that message and there are others that I know of that are being sent that message directly and they're extremely confident.” Ross -“The implications of what you're saying also are that potentially there is some kind of capacity to draw incredible amounts of energy from The quantum vacuum?” Jake -“I’ve seen it” Link to source 👇🏼
1:52

Jake barber says the NHI want humanity to know about their existence He also discusses drawing huge amounts of energy from the quantum vacuum and anti gravity Ross - “Do you think the aliens, the non-human intelligence, wants us humanity to know about their existence?” Jake -“Yeah, I do believe that. That's the message that, that we're getting. “I feel that message and there are others that I know of that are being sent that message directly and they're extremely confident.” Ross -“The implications of what you're saying also are that potentially there is some kind of capacity to draw incredible amounts of energy from The quantum vacuum?” Jake -“I’ve seen it” Link to source 👇🏼

neandrewthal

99,289 views • 1 year ago

Debating groyper. He says that defending Taiwan from China is Jewish, so I try to explain to him what TSMC is. DREW: Do you know what TSMC is? WILL: Oh, here we go ... look at these deflections. Of course it comes back to Blackrock and it comes back to Israel and they're stealing all our oil money. Why are you talking about Taiwan? We need Australian values. Who's an Australian, how do you define an Australian? DREW: Can I finish my point about TSMC? There's this critical choke point in the entire global economy where 90% of the silicon chips that power everything - the entire Australian economy - is made by this one chip manufacturer in Taiwan, TSMC. So if TSMC falls, then the entire Australian economy is literally fucked tomorrow. You don't even know what TSMC is. WILL: I do know that Palantir just signed over $700 million worth of contracts on a federal level. DREW: Palantir is completely irrelevant to this discussion. WILL: But you want to talk about silicon so let's actually talk about Silicon Valley and where our technology is going to be coming from - these big figures are all parts of Zionist operations.
2:08

Debating groyper. He says that defending Taiwan from China is Jewish, so I try to explain to him what TSMC is. DREW: Do you know what TSMC is? WILL: Oh, here we go ... look at these deflections. Of course it comes back to Blackrock and it comes back to Israel and they're stealing all our oil money. Why are you talking about Taiwan? We need Australian values. Who's an Australian, how do you define an Australian? DREW: Can I finish my point about TSMC? There's this critical choke point in the entire global economy where 90% of the silicon chips that power everything - the entire Australian economy - is made by this one chip manufacturer in Taiwan, TSMC. So if TSMC falls, then the entire Australian economy is literally fucked tomorrow. You don't even know what TSMC is. WILL: I do know that Palantir just signed over $700 million worth of contracts on a federal level. DREW: Palantir is completely irrelevant to this discussion. WILL: But you want to talk about silicon so let's actually talk about Silicon Valley and where our technology is going to be coming from - these big figures are all parts of Zionist operations.

Drew Pavlou 🇦🇺🇺🇸🇺🇦🇹🇼

256,404 views • 5 months ago

ELON MUSK: All the fabs on Earth combined are only 2% of what Terafab needs. “If you add up all the fabs on Earth combined, they’re only about 2% of what we need for the Terafab project. We’re very grateful to Samsung, TSMC and others. We would like them to expand as quickly as they can, and we will buy all of their chips. There’s a maximum rate at which they’re comfortable expanding, but that rate is much less than we would like. So we’re going to build Terafab. The key missing ingredient is a terawatt of compute. That’s why we are building Terafab.”
1:54

ELON MUSK: All the fabs on Earth combined are only 2% of what Terafab needs. “If you add up all the fabs on Earth combined, they’re only about 2% of what we need for the Terafab project. We’re very grateful to Samsung, TSMC and others. We would like them to expand as quickly as they can, and we will buy all of their chips. There’s a maximum rate at which they’re comfortable expanding, but that rate is much less than we would like. So we’re going to build Terafab. The key missing ingredient is a terawatt of compute. That’s why we are building Terafab.”

DogeDesigner

6,178,475 views • 21 days ago

🎙️Q: “You said about the schedule. That's too much tournaments. Are you players talking, like, all together to maybe stand up and say, that's enough, maybe two-weeks Masters Series probably is not good for you? I think you're playing too much, because they say you have more rest, but this is not the rest, to be honest.” Carlos Alcaraz: “Well, honestly, there are a lot of really good players on tour, and obviously each player has their own feelings. A lot of players want to play more and even more. A lot of players feel like, okay, it is a good calendar. And a lot of players say that it's really tight, a lot of tournaments during the whole year. I'm the kind of player who thinks there are a lot of tournaments during the year, mandatory tournaments, and probably during the next few years gonna be even more tournaments, more mandatory tournaments. So, I mean, probably they are going to kill us in some way (smiling). Right now, there are showing up with a lot of injuries - because of the ball, because of the calendar, because a lot of things. Probably, at some point, a lot of good players are going to miss a lot of tournaments because of that - because they have to think about their bodies, they have to take care about their lives. I mean, they have families, they have a lot of other stuff in their lives [other] than tennis. They have to take care about it, as well. It's getting too much, I guess.”
1:37

🎙️Q: “You said about the schedule. That's too much tournaments. Are you players talking, like, all together to maybe stand up and say, that's enough, maybe two-weeks Masters Series probably is not good for you? I think you're playing too much, because they say you have more rest, but this is not the rest, to be honest.” Carlos Alcaraz: “Well, honestly, there are a lot of really good players on tour, and obviously each player has their own feelings. A lot of players want to play more and even more. A lot of players feel like, okay, it is a good calendar. And a lot of players say that it's really tight, a lot of tournaments during the whole year. I'm the kind of player who thinks there are a lot of tournaments during the year, mandatory tournaments, and probably during the next few years gonna be even more tournaments, more mandatory tournaments. So, I mean, probably they are going to kill us in some way (smiling). Right now, there are showing up with a lot of injuries - because of the ball, because of the calendar, because a lot of things. Probably, at some point, a lot of good players are going to miss a lot of tournaments because of that - because they have to think about their bodies, they have to take care about their lives. I mean, they have families, they have a lot of other stuff in their lives [other] than tennis. They have to take care about it, as well. It's getting too much, I guess.”

Alcaraz Daily

15,050 views • 1 year ago

.Glinert 🇺🇸 🏭 (Co-Founder & CEO of Sphere Semi) on how they're using AI to change how chips are designed: “CPUs and GPUs get all the attention, but analog is a third of the trillion-dollar chip industry and it’s critical for communications, warfare, and more.” “We think human chip design is coming to an end. In analog, it’s still done by hand and we’re putting that to an end.”
2:13

.Glinert 🇺🇸 🏭 (Co-Founder & CEO of Sphere Semi) on how they're using AI to change how chips are designed: “CPUs and GPUs get all the attention, but analog is a third of the trillion-dollar chip industry and it’s critical for communications, warfare, and more.” “We think human chip design is coming to an end. In analog, it’s still done by hand and we’re putting that to an end.”

TBPN

58,748 views • 11 months ago

Intel had its own answer to Nvidia, and it was killed a week after he walked out the door. This is Pat Gelsinger, 34 years at Intel, on the project nobody remembers. At the height of Intel's strength on CPUs, they laughed at what Jensen was building. "When we were at the height of our strength on CPUs at Intel, we sort of scoffed at his machines. Right? Like, oh, it's a graphic machine. There's some gamers who want to use that kind of stuff. It was always the big CPU and those little GPUs." Nvidia did the unglamorous thing instead. They put a real software stack under it and made it slightly better every release, for years, while nobody scored them. "But when they started to build a real software stack with it... this CUDA thing and SIMT as a technology... And it just sort of kept getting a little bit better and a little bit better. And it was a little bit Jobs-like in that way. 'We're just making it better every release and it's becoming more robust.'" Nvidia did not see the payoff coming either. Somebody else found it for them. "And all of a sudden, the crazy Japanese HPC guys said, hey, we could take those graphics cards and maybe start using them in HPC. And that was defining moment where it wasn't just about doing graphics anymore..." Intel was not blind to any of it. Gelsinger had a project to do exactly the same thing with x86. "I had a project at Intel, Larrabee, where we were trying to take the x86 and essentially do the same thing." Then he left the company. "In my first departure from Intel, the project was killed a week after I left. And the world would have been so much different." He returned as CEO more than a decade later, to a company that had spent the interval handing money back to shareholders instead of building. "In the five years, five, six years before I came back, Intel gave $100 billion to shareholders. It hadn't built a new factory in a decade when I got there." Bookmark & watch:
1:55

Intel had its own answer to Nvidia, and it was killed a week after he walked out the door. This is Pat Gelsinger, 34 years at Intel, on the project nobody remembers. At the height of Intel's strength on CPUs, they laughed at what Jensen was building. "When we were at the height of our strength on CPUs at Intel, we sort of scoffed at his machines. Right? Like, oh, it's a graphic machine. There's some gamers who want to use that kind of stuff. It was always the big CPU and those little GPUs." Nvidia did the unglamorous thing instead. They put a real software stack under it and made it slightly better every release, for years, while nobody scored them. "But when they started to build a real software stack with it... this CUDA thing and SIMT as a technology... And it just sort of kept getting a little bit better and a little bit better. And it was a little bit Jobs-like in that way. 'We're just making it better every release and it's becoming more robust.'" Nvidia did not see the payoff coming either. Somebody else found it for them. "And all of a sudden, the crazy Japanese HPC guys said, hey, we could take those graphics cards and maybe start using them in HPC. And that was defining moment where it wasn't just about doing graphics anymore..." Intel was not blind to any of it. Gelsinger had a project to do exactly the same thing with x86. "I had a project at Intel, Larrabee, where we were trying to take the x86 and essentially do the same thing." Then he left the company. "In my first departure from Intel, the project was killed a week after I left. And the world would have been so much different." He returned as CEO more than a decade later, to a company that had spent the interval handing money back to shareholders instead of building. "In the five years, five, six years before I came back, Intel gave $100 billion to shareholders. It hadn't built a new factory in a decade when I got there." Bookmark & watch:

Fireside Alpha

35,296 views • 1 month ago

Gavin on why Elon's new chip fab, Terafab, will be successful: "One, they have a partnership with Intel, which is very important. They're getting access to 50 years of institutional knowledge. The A teams at the semi cap equipment companies will be working with them. ASML, KLA, Lam Research, Applied Materials. One big reason Taiwan Semi caught up is those companies wanted them to catch up. They don't like having a monopsony. And Elon is a living deity in China, Taiwan, South Korea, and Japan. He's going to recruit the best people because the best engineers want to work for him, especially in hardware engineering. Then next to Terafab, there'll be a Taiwan Town. 'These are your favorite restaurants? I'm going to move them and their whole staff from Taiwan to Texas.' Then we'll have Japan Town. Then Korea Town. That's just not the way the people who run Intel and Samsung think. So he's going to have the best talent, the A teams at the wafer fab equipment companies and he has Intel. And it's different enough that it will not alienate Taiwan Semi."
1:37

Gavin on why Elon's new chip fab, Terafab, will be successful: "One, they have a partnership with Intel, which is very important. They're getting access to 50 years of institutional knowledge. The A teams at the semi cap equipment companies will be working with them. ASML, KLA, Lam Research, Applied Materials. One big reason Taiwan Semi caught up is those companies wanted them to catch up. They don't like having a monopsony. And Elon is a living deity in China, Taiwan, South Korea, and Japan. He's going to recruit the best people because the best engineers want to work for him, especially in hardware engineering. Then next to Terafab, there'll be a Taiwan Town. 'These are your favorite restaurants? I'm going to move them and their whole staff from Taiwan to Texas.' Then we'll have Japan Town. Then Korea Town. That's just not the way the people who run Intel and Samsung think. So he's going to have the best talent, the A teams at the wafer fab equipment companies and he has Intel. And it's different enough that it will not alienate Taiwan Semi."

Patrick OShaughnessy

292,054 views • 3 months ago

REPORTER: But we're seeing as a result that ports here in the US, the traffic has really slowed and now thousands of dockworkers are truck drivers are worried about their jobs TRUMP: That means we lose less money ... when you say it slowed down, that's a good thing, not a bad thing
0:39

REPORTER: But we're seeing as a result that ports here in the US, the traffic has really slowed and now thousands of dockworkers are truck drivers are worried about their jobs TRUMP: That means we lose less money ... when you say it slowed down, that's a good thing, not a bad thing

Aaron Rupar

1,367,519 views • 1 year ago

SITUATION EXPLAINED: Why is China building a sovereign AI stack to compete with Nvidia? We asked Glinert 🇺🇸 🏭 and Mitchell Nahmias, co-founders of Sphere Semi. "What I see as the only real viable crack in Nvidia's armor is what's coming out of China, which is ironic given Jensen's famously kind of weird stance on China." "If you think about the things that Nvidia can do, the way that neural nets are trained into CUDA, the way they've built the data center rack into Nvidia, the way they've built memory infrastructure into Nvidia. The only thing that is incredible about China is they've built this sovereign stack for all of these things." "They are now in many ways seemingly able to actually have independent training capabilities for their own models that are entirely outside of Nvidia." "There is no threat to him but Xi Jinping. That he should take serious."
2:43

SITUATION EXPLAINED: Why is China building a sovereign AI stack to compete with Nvidia? We asked Glinert 🇺🇸 🏭 and Mitchell Nahmias, co-founders of Sphere Semi. "What I see as the only real viable crack in Nvidia's armor is what's coming out of China, which is ironic given Jensen's famously kind of weird stance on China." "If you think about the things that Nvidia can do, the way that neural nets are trained into CUDA, the way they've built the data center rack into Nvidia, the way they've built memory infrastructure into Nvidia. The only thing that is incredible about China is they've built this sovereign stack for all of these things." "They are now in many ways seemingly able to actually have independent training capabilities for their own models that are entirely outside of Nvidia." "There is no threat to him but Xi Jinping. That he should take serious."

MTS

26,278 views • 1 month ago

Lip-Bu Tan with Jim Cramer on Mad Money Key Updates: 18A Execution Intel’s 18A yield is improving around 7–8% per month, which Tan described as the industry-standard scale-up rate. Defect-density targets were also reached ahead of year-end, supporting confidence in Panther Lake volume shipments. Foundry Customer Momentum Tan said outside customers are now knocking on Intel’s door after seeing the progress on 18A yield and defect density. He also said Intel has multiple customers engaged on 14A, with a 0.5 PDK already available. 14A Roadmap For 14A, Intel is targeting risk production in 2028 and volume production in 2029, putting it on an equal timeline with TSMC. EMIB / Advanced Packaging EMIB (which he called the best) and advanced packaging may be much bigger than expected …potentially billions, not just hundreds of millions. Some customers are even prepaying to help Intel secure tight supply-chain materials. Customer Demand Demand is accelerating too. Tan said one customer wanted to triple its forecast, but Intel needs a few quarters to catch up. Government Support Tan also said he updates President Trump and Howard Lutnick from time to time, and credited their support for understanding the strategic importance of U.S.-based semiconductor R&D, manufacturing, and capacity. Bottom line: The market can argue over candles. But the actual Intel story is execution, customers, packaging demand, and U.S. strategic backing all moving in the same direction. We don’t own enough $INTC
13:13

Lip-Bu Tan with Jim Cramer on Mad Money Key Updates: 18A Execution Intel’s 18A yield is improving around 7–8% per month, which Tan described as the industry-standard scale-up rate. Defect-density targets were also reached ahead of year-end, supporting confidence in Panther Lake volume shipments. Foundry Customer Momentum Tan said outside customers are now knocking on Intel’s door after seeing the progress on 18A yield and defect density. He also said Intel has multiple customers engaged on 14A, with a 0.5 PDK already available. 14A Roadmap For 14A, Intel is targeting risk production in 2028 and volume production in 2029, putting it on an equal timeline with TSMC. EMIB / Advanced Packaging EMIB (which he called the best) and advanced packaging may be much bigger than expected …potentially billions, not just hundreds of millions. Some customers are even prepaying to help Intel secure tight supply-chain materials. Customer Demand Demand is accelerating too. Tan said one customer wanted to triple its forecast, but Intel needs a few quarters to catch up. Government Support Tan also said he updates President Trump and Howard Lutnick from time to time, and credited their support for understanding the strategic importance of U.S.-based semiconductor R&D, manufacturing, and capacity. Bottom line: The market can argue over candles. But the actual Intel story is execution, customers, packaging demand, and U.S. strategic backing all moving in the same direction. We don’t own enough $INTC

A2THEZ

34,809 views • 3 months ago

Travis Kalanick: “AGI is not here yet, and it's silly for folks to say it is.” “When it comes to big companies, I think the big thing about, let's call it the autonomous enterprise, is change management. And change management is about all the people that already work there, the middle managers, the technocrats, the bureaucrats. The change management is a human thing. And it's very tricky with very complex processes, many of which are not even documented. And in theory, it's just all going to happen real fast. But in practice, that's hard. So that's part one. Part two, what I'm seeing with true tech companies, they are fired up about the development, the productivity, the deployment schedule, and the new features they're able to roll out much, much, much faster because they've pivoted their culture, sort of very pro-AI development. Now, there are folks selling their book that are like, ‘Oh, we're at AGI,’ and all this. Anybody who has worked with these agents and done the AI dev stuff, there's a lot of good stuff, but they're not that smart yet. They're just not that smart.”
1:09

Travis Kalanick: “AGI is not here yet, and it's silly for folks to say it is.” “When it comes to big companies, I think the big thing about, let's call it the autonomous enterprise, is change management. And change management is about all the people that already work there, the middle managers, the technocrats, the bureaucrats. The change management is a human thing. And it's very tricky with very complex processes, many of which are not even documented. And in theory, it's just all going to happen real fast. But in practice, that's hard. So that's part one. Part two, what I'm seeing with true tech companies, they are fired up about the development, the productivity, the deployment schedule, and the new features they're able to roll out much, much, much faster because they've pivoted their culture, sort of very pro-AI development. Now, there are folks selling their book that are like, ‘Oh, we're at AGI,’ and all this. Anybody who has worked with these agents and done the AI dev stuff, there's a lot of good stuff, but they're not that smart yet. They're just not that smart.”

The All-In Podcast

112,830 views • 4 months ago

Many still don’t understand why Elon is building Terafab Terafab is an extension to all the chip makers in the world It’s not about replacement, not a rivalry and absolutely not competing It’s being built to fulfill the massive chip orders that Tesla, SpaceX and xAI actually need TSMC’s most advanced 2nm capacity is totally booked through 2028 Tesla signed a massive $16.5 billion deal with Samsung back in July 2025 to produce AI6 chips at their Taylor, Texas factory and Samsung is building a Tesla Exclusive chip manufacturing plant to full fill this orders When Elon announced Terafab on March 21, 2026...he made it clear: “That rate is much less than we’d like. We either build the Terafab or we don’t have the chips, and we need the chips, so we build the Terafab” He basically told the chip makers: “Produce as much as you comfortably can. We will take them all. Actually we want even more” Even today Elon said: "SpaceX/Tesla will be always be major customers of TSMC and not competitors in the normal sense of the word" Current production rates are much less than they need....That’s why Terafab exists Terafab is an extension to every chip maker… not competition, not rivalry, absolutely not Even Intel has joined as a partner Even if chip supply improves, massive bottlenecks still exist with memory and advanced packaging You simply can't risk those supply chain breaks at this scale That’s why Terafab is being built to vertically integrate everything - chips, memory, advanced packaging all under one roof, targeting 1 terawatt of AI compute capacity per year This is a ludicrous amount of chips that no chipmaker currently produces at this scale. I don't think even TSMC and Samsung truly understand these numbers yet It’s about building the capacity the future actually demands
0:36

Many still don’t understand why Elon is building Terafab Terafab is an extension to all the chip makers in the world It’s not about replacement, not a rivalry and absolutely not competing It’s being built to fulfill the massive chip orders that Tesla, SpaceX and xAI actually need TSMC’s most advanced 2nm capacity is totally booked through 2028 Tesla signed a massive $16.5 billion deal with Samsung back in July 2025 to produce AI6 chips at their Taylor, Texas factory and Samsung is building a Tesla Exclusive chip manufacturing plant to full fill this orders When Elon announced Terafab on March 21, 2026...he made it clear: “That rate is much less than we’d like. We either build the Terafab or we don’t have the chips, and we need the chips, so we build the Terafab” He basically told the chip makers: “Produce as much as you comfortably can. We will take them all. Actually we want even more” Even today Elon said: "SpaceX/Tesla will be always be major customers of TSMC and not competitors in the normal sense of the word" Current production rates are much less than they need....That’s why Terafab exists Terafab is an extension to every chip maker… not competition, not rivalry, absolutely not Even Intel has joined as a partner Even if chip supply improves, massive bottlenecks still exist with memory and advanced packaging You simply can't risk those supply chain breaks at this scale That’s why Terafab is being built to vertically integrate everything - chips, memory, advanced packaging all under one roof, targeting 1 terawatt of AI compute capacity per year This is a ludicrous amount of chips that no chipmaker currently produces at this scale. I don't think even TSMC and Samsung truly understand these numbers yet It’s about building the capacity the future actually demands

X Freeze

53,291 views • 4 months ago

🚨Former BlackRock fund manager Ed Dowd says "China is hoarding copper," which "indicates [it] might be getting ready for war" Dowd paints a GRIM picture of China, noting that its real estate market is "a disaster" and that it's "in a deflationary death spiral because of [its] demographics" "just because they're hoarding doesn't mean the war is imminent. It just means that they're... getting ready for something" "[But] as their economy continues to crumble, they're having the problem of consumers that are doing well... not spending—their saving and hoarding" "[and] there's going to be a lot of unemployed Chinese as we roll forward" This clip of Dowd (Edward Dowd) is taken from an interview with CapitalCosm (CapitalCosm) posted to YouTube on July 14, 2026. ----------------Partial transcription of clip-------------- "We think China is hoarding copper. China is taking— they're buying real assets. They keep printing money to the tune of 10% a year, and they're converting a lot of their trade surpluses into real assets. So they're hoarding. "Look, if you're going to hoard copper, that indicates you might be getting ready for war as well. So there seems to be a hoarding issue going on there. It's not an indication that things are really well in the economy. They continue to just buy and stockpile. "You know, look, just because they're hoarding doesn't mean the war is imminent. It just means that they're just— they're getting ready for something, and they're buying real assets. "One of the biggest problems we have with China is they're 47% of the global money supply. People don't know that... But they have very low velocity of money. That's why— and they're in a deflationary death spiral because of their demographics. So what they're doing with their money, in aggregate, is buying real assets. "And... I think our velocity of money is 1.5. China's I think is point .4 or .6. Much lower than ours. That's why, that's why you're not seeing any inflation in China. In fact, it's the opposite. The savings rate in China is exploding. There's no safety net there. "And as their economy continues to crumble, they're having, they're having the problem of the consumers that are doing well are not spending, their saving and hoarding. "[And the real estate market is] a disaster. But what held them up, the disaster started in 2021, but they had a bunch of long-lived projects that— so construction had only rolled 20%, whereas land, new permitting was down 70, 80%. So that's now starting to roll. "We saw construction year over year go negative in Q1 of this year. So those projects are now rolling off, and all they care about is employment, so there's going to be a lot of unemployed Chinese as we roll forward."
3:03

🚨Former BlackRock fund manager Ed Dowd says "China is hoarding copper," which "indicates [it] might be getting ready for war" Dowd paints a GRIM picture of China, noting that its real estate market is "a disaster" and that it's "in a deflationary death spiral because of [its] demographics" "just because they're hoarding doesn't mean the war is imminent. It just means that they're... getting ready for something" "[But] as their economy continues to crumble, they're having the problem of consumers that are doing well... not spending—their saving and hoarding" "[and] there's going to be a lot of unemployed Chinese as we roll forward" This clip of Dowd (Edward Dowd) is taken from an interview with CapitalCosm (CapitalCosm) posted to YouTube on July 14, 2026. ----------------Partial transcription of clip-------------- "We think China is hoarding copper. China is taking— they're buying real assets. They keep printing money to the tune of 10% a year, and they're converting a lot of their trade surpluses into real assets. So they're hoarding. "Look, if you're going to hoard copper, that indicates you might be getting ready for war as well. So there seems to be a hoarding issue going on there. It's not an indication that things are really well in the economy. They continue to just buy and stockpile. "You know, look, just because they're hoarding doesn't mean the war is imminent. It just means that they're just— they're getting ready for something, and they're buying real assets. "One of the biggest problems we have with China is they're 47% of the global money supply. People don't know that... But they have very low velocity of money. That's why— and they're in a deflationary death spiral because of their demographics. So what they're doing with their money, in aggregate, is buying real assets. "And... I think our velocity of money is 1.5. China's I think is point .4 or .6. Much lower than ours. That's why, that's why you're not seeing any inflation in China. In fact, it's the opposite. The savings rate in China is exploding. There's no safety net there. "And as their economy continues to crumble, they're having, they're having the problem of the consumers that are doing well are not spending, their saving and hoarding. "[And the real estate market is] a disaster. But what held them up, the disaster started in 2021, but they had a bunch of long-lived projects that— so construction had only rolled 20%, whereas land, new permitting was down 70, 80%. So that's now starting to roll. "We saw construction year over year go negative in Q1 of this year. So those projects are now rolling off, and all they care about is employment, so there's going to be a lot of unemployed Chinese as we roll forward."

Sense Receptor

15,991 views • 1 month ago