Jeff Ross
@FormerDrJeff
Physician turned macro investor | Vailshire Capital MD since 2014 | Sound money, hard assets, innovation | Personal views; not advice/offers; may hold positions
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July 2026
769 ํ๋ก์ ์ค 29.1K ํฌ
Terafab will be truly amazeballs... potentially a Wonder of the Modern World. ๐
@Tesla
Elonโs comments on Terafab (Tesla earnings + recent):
- Austin research fab: machinery commissioning H1 2027; first test chip ~May/June 2027.
- Aspiration: useful chips at volume around Q3 2028 (lightning-fast by fab standards).
- Capex: tens of billions through early 2028 (Tesla/SpaceX split TBD); north of $100B long-term.
- Most valuable building on Earth; output value ranks in top 20 of country GDPs.
- Critical asset to scale Optimus by resolving semi bottlenecks (logic, memory, packaging).
Aims for 1 TW of superintelligence chips/year. Epic project.
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