Just last week, Elon Musk dropped a bombshellāāāhis vision for TERAFAB, a joint venture between Tesla, SpaceX, and xAI.
š„ Watch here:
š” Elonās Core Message (in oneĀ line):
āTERAFAB isnāt just a chip factoryāāāitās the industrial engine for a galactic civilization, unlocking the power and compute humanity needs to expand beyondĀ Earth.ā
š TheĀ Vision
- Type II Civilization Goal: Capture the Sunās energy directly in spaceāāānot just the tiny bit that reaches Earth.
- Multi-planetary Future: Cities on the Moon and Mars, where science fiction finally becomes science fact.
šļø The TERAFAB Project (Austin,Ā Texas)
- All-in-One Fab: A vertically integrated chip facility producing custom logic, memory, and packaging under one roof.
- Recursive Loop: Rapid self-improvement cyclesāāāMusk claims it will iterate 10x faster than any other fab on Earth.
- Custom Chips: Optimized for Optimus humanoid robots, Tesla vehicles, and radiation-hardened space environments.
āļø The Shift to Space-Based Compute
Space might soon outcompete Earth for AI computeāāāconstant solar power, no regulations, no night, no clouds.
Musk projects that within 2ā3 years, itāll be cheaper to run AI in orbit than in terrestrial data centers.
š Scaling to PetawattĀ Power
Using Moon-based electromagnetic mass drivers, Musk envisions launching materials to build massive solar-powered compute arrays in deep spaceāāāfeeding an AI economy at unimaginable scale. One petawatt (PW) is equal to 1,000 terawatts or 1,000,000 gigawatts.
š The Future of Abundance
From billions of humanoid robots to a post-scarcity society, Musk imagines an economy millions of times larger than todayāsāāāa universe where āif you can think it, you can have it.ā
š My Personal Take on Elon & Tesla and a painful confession:
I first bought Tesla shares back in 2017 and made 100% gains twice, but like many, I bailed early in Aug 2018 when Elonās āfunding securedā tweets made me write him off as too erratic a CEO for my liking.
If I had held the shares till today⦠Well, letās just say I couldāve bought a few Teslas outright for free now as the share price increased by 15x.
The turning point for me? Reading Walter Isaacsonās and Ashlee Vanceās biographies. I finally understood him. Aspergerās makes him intensely logical and unapologetically driven. Cold logic over emotion. Bottomless conviction and a risk appetite few humans possess.
When he bets the houseāāāTesla, SpaceX, now xAIāāāhe tends to win. You can doubt his methods, but never his willpower.
So, Iāve rejoined the rideāāāaccumulating Tesla again since 2022, with plans to hold through the wild road ahead⦠and maybe into the SpaceX IPO too.
Wish me luck š

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