
Tracking the future.
| Platform | Pricing | Freemium | Publishes | Daily | |
|---|---|---|---|---|---|
| Issues | 439 | Subscribers | Read | farzadmesbahi.substack.com |
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A single factory under construction in Texas is preparing to manufacture custom AI chips at a scale that would consume more advanced semiconductor capacity than most nations currently possess. The project aims for 200 billion chips per year...
Tesla’s TeraFab project isn’t just another factory announcement. It’s a direct assault on the single hardest problem in modern computing: turning raw silicon into the chips that will power millions of humanoid robots, autonomous vehicles, o...
The semiconductor supply chain sits at the center of every major AI advance, yet it remains constrained by physics, specialized equipment, and concentrated suppliers. New fabs are being planned at massive scale, but progress hinges on extre...
The physical world now has its dominant platform. One company has quietly assembled every critical layer—custom silicon, world-class AI models, battery chemistry, factories that scale like nothing else, vast real-estate holdings, and a glob...
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Understanding the future.
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