Elon just gave one of the clearest explanations yet for why Terafab has to exist There are basically two problems: • Geopolitical risk — at …

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 Media 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 rocke…

Source: Elon Musk (X) | 2026-09-15