Thursday, August 27, 2026

SpaceX & Tesla's New Product is The Biggest Bet In Industrial History.

Terafab phase one in Grimes County, Texas is a ~$17B chipmaking complex, on paper 100 million sq ft, about 50x the Pentagon. The secret ring is a free-electron laser (FEL) EUV source Elon confirmed on X: 13.5 nm light without ASML's tin-droplet plasma. 

I walk through why FEL plus closed-loop chipmaking is an onshore intelligence supply chain for Cybercab, Optimus, and space-rated chips.