The full story of the TeraFab AI factory

I love it when Tesla gives us a perfect thumbnail to play with. This week's newsletter on everything Tesla and Elon-related theteslaspace.com/p/tesla-ne…

Terafab, a planned chip fabrication and design project between Tesla, SpaceX and Intel that will be ten times larger than Tesla’s vehicle plants. It will be built in Texas. Thanks @TheTeslaSpace piped.video/248lJDeS7aY?is=LBcm…

Tesla Japan says that free-charging campaigns and other factors have caused a big surge in demand, disrupting the supply balance. To handle the higher volume, Tesla introduced an AI agent into its delivery process in July. It automates tasks from order placement through vehicle handover. The company has also begun importing through Mikawa Port in Aichi Prefecture alongside its existing route through Daikoku Wharf in Yokohama. The two-port setup increases annual import capacity to about 48,000 vehicles, roughly double what Tesla had before. evwire.com/p/tesla-japan-del…

Elon Musk just created the world's most powerful Artificial Intelligence

Model S & X go open-source theteslaspace.com/p/tesla-ne… Also in our newsletter: Tesla has to fight to get back its Cybertruck tooling; Free Superchargers for a quake and two wildfires; MY sold out in Canada for the whole year; New FSD cannonball record

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Our fresh newsletter on Tesla & surroundings: Robotaxi hub in Irving, Texas; Canada coast-to-coast with FSD (happening NOW with @scotsrule08 & @DavidMoss & @DevinOlsenn) Model S & X sunset event Cybercab efficiency Starship's 12th flight And more: theteslaspace.com/p/tesla-sp…

Win the EV of your dreams. We partnered with the nonprofit ChesedChicago, which runs CCraffle for the 12th year: ccraffle.com/?utm_source=tes… use code "TeslaSpace" to get $25 off two tickets or $500 off fifteen. You can win a Tesla, Lucid, Rivian or $50k in cash.

Tesla Space #120: Tesla Earnings Recap and a Glossy Cybercab theteslaspace.com/p/tesla-sp…

Presenting VIN Zero — the very first production Cybercab built at Giga Texas.

BREAKING: Tesla showroom and three Teslas in were burned down at 3 am tonight in Parramatta, Australia Tesla spokesperson confirms the fire was not vehicle-related, it was very likely arson. Read more and see the videos from the spot on EVwire: evwire.com/p/tesla-showroom-… ←

We’ve got good news. We’ve good bad news. We’ve got stuff that is neither, or both. All of it fresh. All of it around Tesla and Elon's other ventures: theteslaspace.com/p/tesla-sp…

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Inside Elon Musk's TeraFab AI Factory

Our FU Superchargers (Folding Unit) save 20%+ on cost, improve build quality, and deploy 2X faster. The majority of cost savings are in civil, electrical and logistics cost. It's why we're spending so much time improving our pre-assembled Supercharger units. With FU Superchargers, on-site work is further reduced, including no more DC busbar connection and no Tesla service technician needed for commissioning. We can ship 16 Supercharger posts per truck (previously 12), making the logistics cost of shipping pre-assembled Superchargers now cheaper than traditional construction 🤯. This is just Rev1, we'll have Rev3 by next quarter. Every little improvement matters for the scale needed for 100% EV adoption.

Optimus

Surely a 650hp Lamborghini can't lose to a 3 tonne fridge?! 🧐🤔

Macrohard or Digital Optimus is a joint xAI-Tesla project, coming as part of Tesla’s investment agreement with xAI. Grok is the master conductor/navigator with deep understanding of the world to direct digital Optimus, which is processing and actioning the past 5 secs of real-time computer screen video and keyboard/mouse actions. Grok is like a much more advanced and sophisticated version of turn-by-turn navigation software. You can think of it as Digital Optimus AI being System 1 (instinctive part of the mind) and Grok being System 2. (thinking part of the mind). This will run very competitively on the super low cost Tesla AI4 ($650) paired with relatively frugal use of the much more expensive xAI Nvidia hardware. And it will be the only real-time smart AI system. This is a big deal. In principle, it is capable of emulating the function of entire companies. That is why the program is called MACROHARD, a funny reference to Microsoft. No other company can yet do this.

This week has been absolutely insane for Tesla and broader muskonomy: Tesla first to get to AGI? Giga Berlin defeating union; Robotaxi for Europe; Peeks inside the Semi factory; First city on planet to buy Superchargers; Tesla Solarmaxxing And more: theteslaspace.com/p/tesla-sp… 📩