Elon just gave one of the clearest explanations yet for why Terafab has to exist
There are basically two problems:
• Geopolitical risk — at some point, advanced chips from Taiwan may not be available
• Scale — even if supply remains stable, existing fabs eventually run out of capacity as AI, humanoid robots and autonomous cars keep scaling
And chips are the foundation underneath all of it
Server AI, edge compute, Optimus, Tesla vehicles....everything needs enormous and reliable semiconductor supply
Elon:
“So it’s either build Terafab or fail to scale”
That pretty much sums up the entire strategy
Secure the chip supply....then scale AI and robotics without a ceiling
All-In Summit: Elon Musk & Gwynne Shotwell
-- AI Risks and Peer Review
-- Starship
-- Terafab as Taiwan Insurance
-- SpaceX/Tesla Merger Potential
-- Management at SpaceX
++ much more!
(0:00) SpaceX's @Gwynne_Shotwell joins The Besties!
(1:45) Gwynne's SpaceX story, selling rockets, and working for Elon
(6:45) Running SpaceX: AI, Starlink, Rockets, and X
(13:43) Direct to cell with Starlink, retiring rockets, competition
(18:34) Data centers in space
(22:00) Management at SpaceX
(27:37) @elonmusk joins: AI's real risk, model peer review, what he meant by "Dario is right"
(36:53) Elon and Gwynne on their working relationship, Starship's future
(46:16) Terafab, Tesla, Flying cars?, merging Tesla and SpaceX
(52:51) Lying AIs, how to do AI peer review right
$TSLA $SPCX
40
88
420
23,931
Elon Musk retweeted
Your Tesla keeps getting safer.
We push over-the-air updates remotely at no cost and with no service visit needed
24
32
298
10,858
SpaceXAI engineer Lingxi Li, @lingxi, runs code cleanup while everyone else is asleep. Nobody is shipping at 3 AM, so conflicts are rare and the changes are low risk.
His bots start a research agent that sweeps the monorepo for quality issues, poor modularization, comment bloat and security gaps. He wakes up to a stack of PRs.
Three SpaceXAI employees are building a company in 3 days with Grok Bot. This is Day 1.
Matt Palmer (@mattyp), Lauren Tan (@poteto), and Roshan Sadanani (@roshan_s) start with research, a plan, and a product.
Live now, plus sessions for engineering, product, and founders.
nitter.click/i/broadcasts/1AxRnZbVp…
67
90
602
104,370
Elon Musk retweeted
Finally!!! A proper orbital attempt! Important note is that they won't be targeting orbit at SECO. They will only attempt an orbital circularization burn if all systems are go and it's considered safe. Nice and conservative approach!
Starship is preparing to go to orbit. Flight 14 is targeting to launch as early as Tuesday, September 22, pending regulatory approval → spacex.com/launches/starship…
143
276
4,244
565,202
Elon Musk retweeted
“Cisgender. It’s a way of marginalizing a normal person”
-Norm Macdonald
106
762
13,486
693,338
Elon Musk retweeted
Love seeing government officials actually trying @Tesla FSD (Supervised). Here's the Deputy Prime Minister of Slovenia using it on public roads:
"t doesn't get tired, doesn't fall asleep, and can significantly contribute to safer driving. On to the next step – robotaxis."
Jernej Vrtovec
110
452
4,494
393,659
Elon Musk retweeted
What’s crazy is that this bandwidth growth is well known but it’s likely impact is totally dismissed at the same time.
For context here is Starlinks historic bandwidth growth by generation. The V2 -> V3 inflection will 3-10x greater than the V1 -> V2 inflection was on this video.
Starlink V3 constellation starts being deployed this month.
Ultimately, it will deliver more than 100 times the bandwidth of our current 11,000 satellite constellation.
47
144
1,291
479,189
Elon Musk retweeted
Vice President @JDVance had a simple idea: Why don’t we have a Most Wanted Fraudsters list?
So we built one.
In just 3 months: 5 fraudsters captured, 4,000+ days on the run, nearly $2 BILLION in alleged fraud—across 3 continents.
The American people remain one of the FBI’s greatest partners.
You give us the information. We find them. We bring them to justice.
-DKP🇺🇸
2,486
7,951
42,435
817,025
If you're a fan of Mach33 research and you're not plugging the MCP/Connector into your agents (my preferred is grok bot) then you are falling behind.
just a few moments ago, 20 days after a very quiet release, total research interactions from MCP eclipsed total research visits on our site over the same time.
The median user on the site has read 2 analysis over the last 20 days and the median user on the MCP has made 36 analysis calls. 18x more depth of engagement.
the really nutty thing is that this trend is actually meaningfully accelerating over the same amount of time, across free users and paid users.
this does not include internal users which would dramatically accelerate this trend.
do yourself a favor and connect the Mach33 MCP to grok/claude/chat gpt whatever you use.
research.33fg.com/mcp-guide
You're agent will get much smarter on any space/spacex related question.
460
510
2,549
1,657,145
Elon Musk retweeted
I have used my X Money virtual Visa card, via my iPhone wallet, twice today. Works perfectly.
This app has come a long way from the days of Twitter.
156
208
1,600
291,710
Blizzard’s inability to solve the login problem on their product launch day reminds me of the classic Forster essay: The Machine Stops
cs.ucdavis.edu/~koehl/Teachi…
1,009
827
12,024
3,517,831
Three SpaceXAI employees are building a company in 3 days with Grok Bot. This is Day 1.
Matt Palmer (@mattyp), Lauren Tan (@poteto), and Roshan Sadanani (@roshan_s) start with research, a plan, and a product.
Live now, plus sessions for engineering, product, and founders.
nitter.click/i/broadcasts/1AxRnZbVp…
493
1,166
7,980
2,163,759
Starlink V3 constellation starts being deployed this month.
Ultimately, it will deliver more than 100 times the bandwidth of our current 11,000 satellite constellation.
Starship's upcoming 14th test flight will deliver 26 Starlink V3 satellites to orbit for the first time. Each Starlink V3 satellite will add 1 Tbps of capacity to the constellation, for a total of 26 Tbps of capacity added on this mission alone. That’s ~10x the capacity compared to a single launch of V2 mini Starlink satellites on Falcon 9.
After deploying from Starship, the Starlink V3 satellites will unfold their antennas and deploy their solar arrays and make initial contact with the ground and the rest of the Starlink constellation via radio frequency and laser links. The satellites will then begin raising their orbits with their onboard thrusters. Following their on-orbit checkouts, the satellites should begin serving customers as soon as a few weeks after launch!
Three of the satellites have been modified with a suite of cameras to scan Starship’s heatshield and transmit imagery down to operators to continue testing methods of analyzing Starship’s heatshield readiness for return to launch site on future missions.
741
1,548
12,786
2,576,573
