Can this not be debunked relatively quickly?
Cults don't work like that. His followers don't care about reality.
We debunked everything but it doesn't matter. Cope will make stock go up
How does nobody reality check his BS?
Keyword: claims
There are a lot of people saying Elmo is a snake oil salesman full of shit. But nobody listens. If he is rich, he is smarter and more virtuous. Unsullied by the filth that clouds the minds of the masses. He can do no wrong, apparently.
claim.
Tesla has to produce more chips than for instance Apple does in their iPhone line. And I believe they sell 100 million of a chip a year? What will Tesla produce that will sell in those quantities? Cars not likely, robots they are years away from making a robot that can outperform the Russian robot from a few weeks ago.
He also claimed he's have men on Mars by 2024. Why does the media even bother to give this guy the time of day?
Journalism died decades ago, and still wasn't very responsible before that.
I guess the flying car didn't stick, so he's making up some new bullshit.
How many chip fabs does Tesla have?
OK bro. Waiting for my Optimus to pour me another beer while I watch this unfolding.
Zero
I could be a billionaire, so give me all your money
0.0
Yes, it can be debunked, but Leon can say whatever he wants, to pump the stock and eventually screw over shareholders by the Tesla Board, backdooring billions to him.
Elon Musk says a lot of shit
Just the usual TSLA stock bullshit, the show must go on
It's impossible. Litography machines sales for top process nodes are booked years in advance and then it takes years to build a fab. Especially for a company that never did it. If they would really want to do this timeline is like 15 years minimum to be competetive. Most likely never.
Less than one.
Elon claims a lot of things. If anything, him claiming something makes it even less likely.
Sure thing. Just requires a $ trillion in federal funds to make it happen xD
Didn’t he just kill the chip business? Or was dojo a different lie?
He can produce them and not sell them to other companies, just like nobody else wants to buy his FSD. IBM has been making the most advanced chips since the 1960s. Does he really think he has a leg up on them? Why would anyone else?
You know Tesla is known for its quality
I read his facial expression in the photo as having an overwhelming sense of self-belief, as well as being deceptive, calculating, and overall emotionally cold. It's a similar expression to the one he had when he was bowing to Trump and looking up to him at the same time.
Why am I hearing Steve Carrell saying this….
Only automotive companies with their own fabs are BYD and Bosch. BYD has several and Bosch opened their first in June.
Can someone one of these days just tell him to shut the fuck up?
Got to keep pumping that stock up with a regular Elon BS update. He has cancelled factories, made a piece of shit truck, not bothered with a low price car and still hasn't produced the roadster after nearly 10 years. Why do people keep believing him and think he is a business god
Ketamine could make him less stupid... ha no, sorry, ketamine made him even more stupid. People, stop believing in clown talk with ass hair on his head and a chainsaw in his hand.
Dear God, please let me have plenty of snacks when the stock fails. Thank you
We'll have Grok design a lithography machine and have Optimus robots build it. First chips expected next year!
> This is a significant claim that challenges the established giants in the semiconductor space. Yeah I doubt any one of them feels challenged. Except maybe Nexperia.
TSMC makes Apple chips. Elno will never come close to their production. It's just more stupid made up bs.
So what I’m hearing here is that your cars suck ass.
Elon Musk spouts bullshit. More at 11
Now the liar is at it again, cant somebody in the USA take all his money and deport him back to South africa
Call TSMC and see how many free slots they have for manufacturing. And that's that out the way.
Nearer 500 than 501
If Elon has to outsource his chip manufacturing like everybody else, its simple for competitors to call him on his bullshit because apparently the supply chain for chips is extremely visible to everybody involved. If he says hes manufacturing his own chips, in his own fabs though... he can make up whatever lies he wants and nobody can call him on his bullshit (without being sued so hard their grandchildren will feel it)
Chip fabrication can’t be half assed. The Supreme Idiot high on ketamine will not be able to even grow the silicon substrate properly. His cost cutting ideas will only produce shiny expensive dark rocks.
He can get SpaceX, X and The Boring Company to buy them. It's not like he hasn't used his other companies to buy up excess useless stock before.
The stock rose on a random proclamation? Even if he started a fab today, it would take two to four years for first chip to come off the line. The Musk fanboys are really disconnected from reality. He thinks his genius” shortcuts can be applied to chip making and it will be hilarious to watch him flush money down the tube trying. At least it will be a billionaire spending money instead of storing it like all the rest do.
200 million - and that's just phones. Got to add iPads, AppleTV, MacBooks, ...
I think he means Tesla would "make" chips in the sense that Apple "makes" iPhones and Nike "makes" shoes. They'll help design chips, and have them made to order. If you want a good half hour overview of the Texas plant he's probably imagining will make them and outproduce everyone, I'd recommend YouTuber Anastasi In Tech's [America’s New Chip Factory –$50 Billion Disaster](https://www.youtube.com/watch?v=36W0dMwQJxU), which was published three weeks ago. The factory isn't as disastrous as the title makes it sound, with the final outcome still uncertain...I'd frame it more as a complex, longshot underdog saga.
Neither do investors, apperantly...
This is so dumb, tsmc and Samsung make the chips for tesla…so you’re still limited by the manufacturer ability to build chips who by the way have huge orders from everyone else. There’s also no benchmarks on if these chips are even any good compared to the competitors like nvidia so it’s just the usual hyper bs coming out of musk…I guess the stock will go up again…ffs
Big surprise, give Elon a compensation package where one of the goals is the market cap, then watch him say all kind of BS to hype up the stock.. Then he just have to put a sale on FSD for 10 bucks per month and he has hit a target.
Tesla doesn’t even have a chip foundry. This is a complete fabrication. To build one would take over a decade. He is just trying to reflect some of Nvidias fire and it’s pathetic. He uses Samsung and TSMC chips. They don’t make their own.
Yet we are here talking about it
Dont really get it, if he says he is manufactoring his own chips its already an easy call bullshit there. He isnt and wont do it in a long time. Meanwhile all others continue to grow their production while he is figuring out how to make one batch of chips (assuming he actually will do it). He could aswell say he will cure cancer next week, this is just plain bullshit with the sole purpose to stop the recent downfall of the stock.
Bosch aren't going to be making AI grade chips though. Rather mundane stuff like powered seat controls and parking sensors. They saw how exposed they were during COVID to supply shortages of commodity chips. (If memory serves Bosch were taking apart brand new washing machines to harvest basic chips in order to fulfill automotive contracts).
Will out produce all AI chip manufacturers by not having a chip foundry and not producing any of their own silicon… +20% to Tesla stock incoming!
Holy shit that’s too close to reality
He’s planning on buying Nvidia isn’t he.
Full FSD 2016
1 An air fryer
No, no, they’ll make them from potatoes, at their restaurant chains! I mean, it’s just as likely…
And "could".
Elon is literally the worst
[deleted]
7/8?
*hey it's a bubble*
Elon saying made up stuff is just cover for market manipulation of Tesla stock.
No, Dojo was going to be built out of hundreds of PS5s.
there are loads of these mundane chips and you don't need latest machines for lithographics. Rather not probably, environment robust is more important than computing power
Short *everything*
Will the chips be self driving?
20,000 optimus robots in 2025
Because stocks go up
>To emphasise the point, he wrote: 'We expect to build chips at higher volumes ultimately than all other AI chips combined. Read that sentence again, as I'm not kidding.' Nvidia tauted that the Saudi bought more than 400 000 of the new more than 55 000 $ accelerator, more than the price of most Teslas. This tool thinks he can outbid Nvidia and Apple for wafer capacity while sticking those chips in cars and robots that nobody buys. If Tesla was anything but a meme stock, the board would have already ousted the delirious man.
[deleted]
This doesn't need debunking, it's completely absurd that Tesla could bid more wafers than Nvidia and Apple alone.
I think he is not saying. He will manufacture it.. he is saying. He is gonna design and ask TSMC to build it but Tesla will produce more chips built by TSMC or some other fab... It is still a total Bs but just a small nuance..if he meant manufacturing. State of the art chip aka TSMC.. then that's a bigger load of lies
I'm still waiting for the Tesla Orbital Cyber Elevator
Hallucinate is more correct
It can and what he’s doing would ideally be illegal, but “free speech” is sacred when it comes to this bullshit.
More lies, Elmo?
This is the guy who said they could Cut trillions in government spending and gave up a couple months in.
Oh, I agree.. I'm just saying that if he manages to convince people he has some magical chip fabs that nobody knows about, it allows him to bullshit further and say his AI robots will be here "in 6 months" and nobody can really challenge it with hard data.
*6 months. In one year everyone will be at home while the robotaxi works for them and Optimus cleans their house. /s
Tesla Roadster 2020
He’s consistent… OVER PROMISES AND UNDER-DELIVERS
Because he’s a *genius,* obvi.
I wish I could talk senseless smack and make my wealth grow out of proportion.
SpaceX, Even if they shove those chips into Starlink satellites, we’re talking about maybe 30,000 units. That’s hardly world-changing. The Boring Company was never a serious project. It was a stunt to derail California’s plans for a high-speed rail system. And Neuralink? Maybe the dream is to stick this chip in people’s brains. But honestly, what sane person would let a chip from a right-wing conspiracy theorist anywhere near their head?
He found and cornered the narrow sliver of overlap in the venn diagram of cultists and investors.
Fill the Boring tunnels with Tesla chips
There’s still a significant gap in supplies of the silicone wafers and other materials that the CHIPS act was supposed to help. But the CHIPS act was expected to take years if not a decade to become fully implemented. Musks thinks he can do it all now? [What is he…on ketamine?](https://youtu.be/bDf2j2CTDiE?si=bgwZLwggQOWhv5ph)
Leon, focus on getting FSD to actually work. Then move on to other lies.
lol, unless he’s also building his own fabs then he’s delusional. Fabs are already at capacity and the new ones coming online are booked before they are even operational. Seeing that it takes 3-5 years for a fab to come online and Musk is proposing producing more Ai chips than everyone else combined he would need to build 2-6 (according to ChatGPT) new fabs or book a good chunk of TSMC or Samsung’s existing capacity. On top of the timelines to construct a new fab or six, it’s questionable if there is even the wafer capacity for that many new advanced fabs. It’s also likely ASML has a years long backlog on the lithograph machines required to make 2,3 and 5 nm chips, so even if he was able to fast track construction and secure the wafers it’s doubtful if he’d be able to secure the equipment to actually manufacture the chips. So unless he has a few new fabs that nobody knows about in the pipeline or has been able to secure existing manufacturing capacity from TSMC, which would require Tesla overtaking Apple, Nvidia and AMD, then his claim is extremely unlikely.
lol
So Tesla is a chip company now? Let me guess what analysts will say. " We've increased the price to Tesla to 2k because the chip making business, plus trillion dollar robo taxi business, plus trillion dollars autonomous business, plus Optimus business, plus trillion dollar Ev business, plus 500b solar and battery business makes them ther most valuable company. Let's not forget what Kathie Wooda said about ALL THAT DATA Tesla collected on the roads. That was worth trillions too for some effing reason. What kind of bizarre world are we in?
Uhm what happened to **DOJO**? and Dojo 2 3 4 5 ? Right, it was FRAUD, again.
Just like we got the unsupervised FSD a decade ago. Or a million robotaxis operating on streets few years back. Or tesla owners are not buying cars, they are buying gold mines. Human colony on mars by 2030. This mthr fkr lies through his teeth. All the time. This isnt any different.
He doesn't have a fab.
1 million robotaxi by end of 2020
Right, you have to prove that he won't, just like atheist are expected to prove there is no god.
And while doing that he will produce more car than all car makers combined and quality check the cars him self while selling them personally and in his spare time he will code the new robot while also assembling it and of course he will be producing the most out of those as well
Next headline: mysterious uptake in chips purchased from Asia. Along with large increase in silkscreen/sticker purchases with the Tesla logo on it.
That's exactly how our society works (and maybe capitalism in general). Rich people are just better. They're above the law. They can lie with impunity. We must worship them.
Got anymore of that "corporate puffery"?
Flying hyperloops tunnels to mars.
“We're going to end up with complete autonomy, and I think we will have complete autonomy in approximately two years." Elon Musk, December 2015
Yes.. if Elon said it, it is a lie. It is that easy to debunk anything he says
Bears are smart, Bull make money!
Let’s say it all out loud, “the share price is the product”. [Silicon Valley got it right.](https://youtu.be/YZFTaEenaHM)
r/theydidthemath
It’s a Ponzi scheme.
Elon is a genius and a visionary and a disruptor. If anyone can do it, it's him! /s
Well obviously. Ask grok, he could out ball LeBron and Jordan and he's hotter than Brad pitt, smarter than Einstein, etc. Also the piss drinking competition thing.
And for the next 10 years those chips would be coming by the end of the next year
Of course. And Tesla will also be a [$25 trillion](https://www.cnbc.com/2025/09/02/musk-tesla-value-optimus-robot.html) company. The lies and false promises of this man...
So can I, just give me 10 years and a trillion dollars.
Btw. not even GROK 4.1 believes in it: Q: „In here Elon Musk claims TSLA will become the leader of AI chip manufacturer, overtaking everyone including NVIDIA. https://www.ibtimes.co.uk/elon-musk-claims-tesla-could-out-produce-all-ai-chip-makers-investors-react-1758014 Is that realistic?“ A from Grok 4.1 (via perplexity): „No, Elon Musk’s claim that Tesla will produce more AI chips than all other manufacturers combined, including NVIDIA, is not realistic in the foreseeable future.[ibtimes +2] Current Production Gap Tesla has deployed several million AI chips (AI4 generation) across vehicles and data centers like Dojo, which equates to roughly 7,500-81,000 NVIDIA H100 equivalents in compute power. In stark contrast, NVIDIA dominates with 77-90% market share, projecting 5+ million AI GPUs shipped in 2025 alone (e.g., millions of Blackwell units consuming 535,000 wafers), fueled by $120+ billion in data center revenue. Total AI chip market production supports a $50-95 billion industry in 2025, with NVIDIA’s scale dwarfing Tesla’s automotive-focused output.[cnbc +6] Tesla’s Roadmap Challenges Tesla’s AI5 enters small-scale samples in 2026 and mass production in 2027, with AI6 following in 2028, targeting annual new designs but relying on foundries like TSMC and Samsung without owned fabrication. NVIDIA benefits from advanced processes (4nm+), mature supply chains, and broad demand from hyperscalers, shipping 20 million+ chips yearly. Tesla’s vertical integration aids efficiency for self-driving and Optimus but lacks the ecosystem to match industry-wide volumes soon.[finance.yahoo +5] Feasibility Barriers The AI chip market grows to $165-295 billion by 2030 at 30-40% CAGR, but competitors like AMD, Intel, and Google erode shares while NVIDIA leads innovation. Tesla would need unprecedented fab investments (e.g., 1 million chips/month factory) amid supply constraints, a multi-year hurdle Musk acknowledges via partnerships. Claims hype Tesla’s AI ambitions but overlook NVIDIA’s entrenched position.[tomshardware +5]
Totally agree. Funny though that the market placed a chilled 100-120b$ chip on it being true.
Is that before or after the Roadster comes out?
Does Tesla even have a chip foundry?
Lies and Tesla tall (tales)
EV to AI to Robots to Chips…what’s the most popular at the moment?
World richest man grasping at straws to try and keep it that he is
Seems like he's learned from Trump, that you can say whatever you want all of the time, and the few government agencies that were investigating him have been gutted and shutdown by his DOGE so there's no holding him accountable at all now.
You don’t know, there could be men on mars right now, have you checked? \s
Has any of those higher up proposed you to integrate AI into your work yet?
Line goes up forever, just ask Enron ...
Well, he’s rich and opportunistic. An unethical self promoter that’s hired very smart people and taken the credit for their success.
He’s been lying for years but cult keeps following.
Nvidia. AMD. Google. Broadcom. Amazon. Intel. Even Microsoft. These are all companies that Tesla has zero chance of beating in AI chip market share.
I believe the claim is for AI specific chips, not chips in general. It's still BS for many reasons, just not for that one ;)
God i hope none of these “investors” are connected with managing my retirement accounts. I don’t want anyone that stupid near my money.
Wile Elon Coyote, super genius.
Elon is there, mentally anyway.
Neither does the SEC, apparently …
If you know how complex and complicated setting up a chip manufacturing process is, even at an elementary level you know his claim is bogus.
With the same micron precision as the cybertruck!
Comes with direct grok integration!
The legacy companies don’t want to buy FSD because the deal Tesla is offering is likely absolutely shit. I guarantee there is the desire… musk just hasn’t made it good enough to bite for the risks it brings
Investors are not that smart it seems
At what point do these insane statements he keeps publicly making become fraud?
Lol that lie died so quickly. I’m embarrassed for him.
dont forget the starlink dishes. they got a stupid amount of chips in them and they sell hunderds of thousands a year.
Investors, AKA social security trust funds. Doge has all the money, no need to worry, it's being used to keep the Tesla stock from tanking.
[deleted]
How are people still willing to believe him?
Hope he uses better glue to hold the chips together!
They could also not produce a single viable chip. They could give each one of their employees a million dollars. They could stuff their asses full of peanut M&Ms and cluck like chickens. There’s a lot of things they *could* do.
Next he's going to announce that he has a fried chicken recipe with 69 secret herbs and spices that will outsell KFC and investors will go wild.
Nvidia is killing earning forecasts, and is making money hand over fist with AI chips demand they can’t keep up with. Tesla now “makes” AI chips too! In our mind we have a full plan to dominate everyone! Tesla can make more than anyone! And robots! It doesn’t matter that people aren’t buying our cars as much now and the rebate is gone. We are a company of the future! Elon will be a trillionaire!!! (/s if not obvious)
Tesla, the everything-bullshit company
It would be funny though to see him try to start up a chip fab. Replay how model 3 startup went and apply to fab. Hilarity ensues.
So you’re saying there’s a chance?
TSMC and Samsung are smiling, and ASML is laughing
It must be Tuesday, Elon musk is talking out his ass again.
When is he going to promise a dick sucking feature on their cars
Elon’s dumb intelligent ass makes a lot of meritless claims
this shit reminded me to close my leveraged tesla short while i was still 25% in the green. no other trillion dollar company pumps 7% on the CEO making a retarded claim.
Isn’t FSD only optimized for camera only driving? No wonder no one wants it; they’d be a) locked in to the Tesla hardware suite (even if Tesla didn’t make it) and b) dependent on Tesla for any updates.
truth is what everyone agrees on. - wicked
Probably get it done in two weeks or the end of the year for sure. Right after the FSD Ca to NY roadtrip and the Roadster 2.0 release. Oh and I forgot they have to cram that after the annual manufacture of 250,000 CyberRust.
At this point it's just Russian and other dark money laundering. The amount of fraud is staggering. There is no product and no service.
Tesla isn't making the chips, Samsung and TSMC are. Additionally, are the same type of chips they already have in the car. These chips are for running ai models and not training them. Nvidia is the company that builds ai chips for training. Tesla chips won't be used for training. In other words, Musk is using confusing terminology to describe what he is doing to investors. He's trying to prop his stock price. One other note, the new chip is evolutionary not revolutionary. Meaning it'll likely have the same problems as the previous chips, which is hallucinating, just at a lower rate. It'll still have the problem though. And that makes the technology extremely difficult to engineer safely.
This has the same chance of happening as me leading the NBA in rebounds.
This being Musk, look for wriggle room - next year he could start producing potato chips.
Lmao he always comes up with some bullshit to pump the stock when he needs to. Gotta hand it to the con man.
Outproduce by the amount bs hype or by the amount of cum bottles shipped?
At what point do these blatant lies become fraud?
No one’s ever tried to make a real chip before it would take a genius like Elon to make computer chip
That would be SpaceX, sir/madam.
Is it possible that Musk is so high that he doesn’t know this?
Clean room in a tent! Genius!
People cannot seriously believe statements like this, can they? (And the stock jumped up 6%)
If he really wanted. Also, you can't meet his girlfriend because she lives in Canada.
Solar roofs everywhere! Bricks from boring! Semi trucks dominating!
When we programmed Optimus to “eat your ass”, maybe we should’ve been more specific
But is it time to jump back in on that pump?
Yes, Tesla is fabless. But so is NVIDIA, and Apple, and they still design chips. The roadmap shown in the article even mentions the fabs they plan to use: TSMC and Samsung. I don’t believe the top line claim for a bit, but this particular aspect does not seem to be fraudulent.
He will sue Jack Kilby to get him to say he is also the co-founder and co-inventor of the computer chip.
BREAKING: These new chips will be delivered by full-self-driving trucks that are also driven by robots who will date you and no one will think it’s weird. More at 11.
Investors are either completely lobotomized or it’s Elon and his friends that buy the stock en masse
We are still talking about Elon right! Steve is dead I'm told to believe.
Clicks. Click click click click.
Last time I checked he had fired most of the Dojo team.
Investor is basically synonymous with cult member based on how deep they're in
That is the point I think we’re agreeing with each ither. Those articles only quote him discussing these performance metrics. So when he says they’ll perform 40x, 50x, 100x better than the existing platforms which field experts say (I have no experyise just what I’ve read about Nvidia’s current lead) will take 10 years of new foundry design to beat current Nvidia performance, he’s just lying. He’s waving the bullshit wand and saying he can 100x outperform the current leaders using the same materials. Ok Jan. He also said FSD would run on the current hardware. And that it would come out in 2018, and 2019, and 2020, and Mars by 2025, and robotaxi in all markets by the end of 2025. It’s just puffery. He has a new chip being made, sure, if anyone manages to benchmark it I’d be shocked if it beats a Blackwell, given that Nvidia is laser focused on massive AI computation. And even so it’s apples and oranges since the chips are meant to network at scale. It’s nonsense on many levels.
Tesla has no FABs nor expertise. No way they can beat TSMC
This is what I don’t understand. They are not making these high tech chips themselves. How can the stock go up and how can he claim they can out produce when they don’t even know the hard work it is to produce. Remember when he said he knew everything about manufacturing cars and then had to hire people back becasue in some positions people were better than robots. This guy lives the dunning -Kruger curve where once he learns some information he thinks he knows everything. The peak of mount stupid is where he lives
He was an original hyperloop shill even though it’s a terrible idea.
He loves making lofty promises that never seem to happen.
Elon claims a lot of bullshit.
i think i am going to reshort before earnings or if it gets closer to 500
Kangaroo stock market.
Tesla has a chip fab? Who knew?
There’s not enough electricity to power all the chips already produced
I’m sure the SEC will be all over this… 🙄 Its crazy what you can get away with when you’re rich and connected.
Full Self Chips coming in two months
He doesn't care. At this point he just says any random thing that will pump the stock. Even if possible it makes no sense that Tesla would produce more silicon than say TSMC who make them for literally everyone. What would these amount of chips be for exactly?
Could
He also claims that roasting people at parties is ”having fun”.
Speculators you mean
Lying Liar Lies Again! News at 11 where we'll spin it as truth!
Clicks
He doesn't start up anything. I wouldn't be surprised if he buys an existing fab with his ridiculous amount of money.
It's also interesting to see what happened to the Cybertruck. It launched without FSD, and it took Tesla themselves months to add FSD to it. Months, for their own damn truck.
Don’t know if you’ve noticed but that guys says a lot of things. If you want somebody who says things he’s for sure your guy.
He pays for the exposure
You were just banned by 4 Tesla/musk subreddits
Honestly I’m not even sure if they believe it, they just know that he says things and stock go up. It’s worked out well for them so far, I’m sure Elon pumps it to keep the hype up. ‘It doesn’t matter if they’re making money’
Because plenty of people who „reality checked“ him in the past ended up being dead wrong. I‘d say in the past 5 years or so we‘ve seem a growing gap between his claims and what industry insiders think is possible, but every investor wants to be the guy who got into SpaceX back in 2005 when the entire space industry was laughing at them.
Don't forget mother's special boy!
It's failing as a car company, so he has to make it everything but a car company.
Yes. His company doesn't make chips. Boom done. What he probably means is that they could buy a bunch of Nvidia chips really fast.
Elon has that vibe of a cheating spouse that lies to your face when you both know the truth.
"TSLA go up. TSLA always go up. Me buy TSLA!"
Yet the 4004 was around before him.
It's all a charade anyway. The real money is in the stock pump.
In \*round\* numbers........... 0!
Tesla was supposed have 10 billion flying robotaxi’s by now.
Because they are too lazy to do the most minute bit of research.
\^ This!
Full Self Delusion is already here.
This homie knows what’s up. You’re not even getting that fab up and running within, 5 years? It’s straight up madness. Has the guy talked to anyone at ASML, if no, good luck.
I see they're laundering more money
Only after a long stay in a Federal Supermax.
I was talking with a Tesla retail investor yesterday. He didn’t know that Tesla robo Taxis had to have human monitors. He was sure they were full self driving.
He's only that rich on paper. There aren't many tangible assets behind any of his ventures, just hot air.
And the hot air coming from his ass.
Elon claims his farts actually do smell like roses -Investors react
About 20 years ago.
He's too stubborn to go with anything other than the camera-only system.
I think their real future is in flying unicorns.
I’m sure the only thing holding their chip assembly lines back is air resistance. IYKYK
Poor guy is running out of things to over promise
Why are investors still falling for his stock price hype schemes? What a fucking conman
But the air in Tesla is so hot that the density and air resistance ought to be lower.
Don't forget the hyperloop
i would also like to claim that i can beat Usain Bolt in a100m dash.
Remember when he claimed that they have a revolutionary 4680 battery and they will sell that battery to everyone and become the largest battery manufacturer
How could I forget the Hyperloop.
I think the first time Elon mentioned Tesla needing its own chip fab was at the last shareholder mass. This is not likely to happen for a while, if ever. It's also unclear which of Elon's overlapping companies would end up owning/running the foundry. Heck perhaps a new one, why not. Tesla started using some of its own chip designs since their HW3 platform, and it's.. okay? No groundbreaking or bleeding edge stuff in there so far, just cheap special purpose chips. But between what they've done so far, their ambitions for "billions" of humanoid robots, and xAI's overwhelming need to continuously train [maximally Elon-polishing LLMs](https://gizmodo.com/11-things-grok-says-elon-musk-does-better-than-anyone-2000689254), I can understand why they would want to ask Santa Claus for a "Tesla Terrafab". Anyway, here's Elon's [relevant ramblings](https://youtu.be/VGPlvmMjPtE?t=4871) on the topic: > So, um, and then I've been putting a lot of time into the new Tesla chip design, uh, because in order to have a functional robot, you have to have a great AI chip. Um, and it needs to be an inexpensive chip and it needs to be very power efficient. > So we we we believe the uh AI5 chip will be probably about a third of the power of uh say something like a Blackwell um an Nvidia Blackwell which is a great a great chip um for roughly comparable performance um and and much less than 10% of the cost. > So, this is a chip that is that is very much optimized for the Tesla AI software stack. So, it's uh it's not meant to be a general purpose chip. It's meant to be an amazing chip for the Tesla AI software. Um, and uh I mean a couple things that I think make like how is Tesla able to achieve such an improvement? And I think it is because uh- because we are specialized. We're not trying to, you know, Nvidia has to serve the superset of all past and future customers. > So all of their requirements, all of the software that they've written has to work, which is a very difficult problem. Um whereas uh we just need to make it work for our software. Um and and so we we're able to simplify the chip dramatically. Um and then we we also uh I think I think we're unique in this but like we we have an integer based uh system. Um and integer operations are fundamentally more efficient than floating point operations. > So we can do floating point but we but the vast majority of of our inference is done in integer. um which is if you're familiar with sort of logic gates like the simplicity of of integer and uh it's integer is much more power efficient much more silicon efficient um but you have to you actually have to train for uh integer uh inference which everyone else is training for floating point um those that's kind of like a niche technical detail but it's actually very important so Um yeah, this this is this is going to be a great chip. > Um so this this chip will be um made in basically in four places. Uh TSMC Taiwan, Samsung Korea, TSMC Arizona, and TSMC Texas. [Applause] > and and we already know uh what improvements to make for AI6. So I I I'm hopeful that we can within less than a year of AI5 starting production, we can actually transition in the same fab to AI6 and uh double all of the performance metrics. > So [Applause] I'm super hardcore on chips right now, as you may be able to tell. Um, I got chips on the brain. I dream about chips literally. Um, I can I can I can draw the the the the the you know the the at least the broad brushstroke physical design of the AI5 chip by off by heart at this point. Um, it's it's it's a good chip. It's a good chip, sir. > Um, so this this is this is really key. Um, now one of the things I'm trying to figure out is how do we make enough chips? Um, so uh, you know, I have a lot of respect for our the the Tesla partners TSMC and Samsung. Um yeah, you know, maybe we'll we'll we'll do something with Intel. Uh we haven't signed any deal, but it's probably worth having discussions with Intel. Uh but um even when we extrapolate the best case scenario for chip production from our suppliers, uh it's still not enough. > So I think we may have to do a Tesla Terrafab. [Slow Ominous Nodding] > So, it's like giga but way bigger. Um, I I can't see any other way to get to the volume of chips that that we're looking for. Um, so I think we're probably going to have to build a gigantic chip fab.
True, and happy cake day
Either way, you get the idea!
Grok latest Elon glazing melt down should discredit everything he says. An AI costing billions upon billions of dollars and they must have manipulated it to be more pro Elon. He's a conman.
Oh man. A few months ago he had some insane claim and I can’t even remember what it is now and my dad was getting off on it likes it’s a done deal and I tried pointing out to at least take anything he says with a grain of salt. Man he did not like that.
I'm thinking Elon could invent some sort of matter transporter beam - a hyperporter. That would really revolutionize transport.
Solar Roadways! But in tunnels. And paved with chips. Powered by gamer lights.
Ha. Tesla won't even try. That's the real innovation.
I think you are overlooking the fact that Musk is right about everything and follows through on every goal and claim he makes. /s
Don’t you know that Enron could instantly create a chip foundry by sheer willpower!
I have faith that they’ll build and fabricate their own chip before they’ll actually build and sell a humanoid robot. But I also own some oceanfront property in Arizona.
Doesn't matter if it gets debunked in hours, days or weeks. The stock already pumped, and by that time he'll have another pump going.
Reality is for losers after all /s
Actually, he owns the whole mountain.
Neither Nvidia nor Apple manufacture their own chips.
In recent times he's promised: Robotaxis, flying cars, data centers in space, and now he's saying that he's going to outproduce all of the chip makers. I'm egotistical and can understand being egotistical, but this is beyond that. It's beyond rational, it's just flagrant lies.
Ha. Loser again gaslighting
Alternate headline: Elon Musk Lies Again; Pulls Baseless Statement Out of Ass
Could he possibly be exaggerating? He has *never* done that before.
Hahahaha! Chip FABs are insanely expensive and elaborate. Not a chance in hell lol!
I don't think Tesla actually make any of their chips..
…and there is an increase in the stock price.
"Later this year". What is interesting is that people still believe this bullshit. This will end some day.
Neither does Tesla.
Not sure why my reply was downvoted. I was simply stating a fact. And I didn’t imply that Tesla made their own chips either.
Bullshit. They’re behind with AI5. Doubt they’d ever be able to have their own fabs too. So they’ll never out-produce others. Apples been able to take up a lot of TSMC’s production because they have the money to, so how is Tesla gonna be able to do the same thing when they have a small pittance in comparison?
Enron Musk?
I wish I could say a bunch of bullshit and make a bunch of money.
He have to come up with new lies to push the stock price. Old lies not working anylonger.
Not if there financial gains to be made...
I find it funny that intellectually Tesla fanbois are really Android types—it’s all about the stats and the numbers but emotionally it’s pure Apple style woo at all times. FULL SELF DRIVING PLAID SPEED GURU MODE
1.2Trillion chips produced globally annually. Tesla makes 0 themselves at this time.
Man, no wonder he and Dozy Donald get along ( besides the 1/4 $billion dollars he gave Donald ). They both just make shit up.
He's claimed a lot of shit over the years that never materialized.
Tesla can't even build more CARS than the big OEMs, and they're a car company.
Nvidia doesn't have a chip foundry either. I think Tesla could do chip design as they have in the past, but to say you are going to outproduce all AI chip makes is the kind of thing a guy would buy a social media company on a whim would do.
Full Self Designing by next year.
Only 6%? Disappointing. In a related note I could be both pope and earth president and I could out produce Tesla in anything eventually.
Perhaps his aluminum foundry now makes chips on weekends since they don't need car parts.
When has he actually proven he is not “all hat no cattle”?
> Can this not be debunked relatively quickly? I KNOW MORE ABOUT MANUFACTURING THAN ANYONE ALIVE.
It’s not so much fraudulent as much as they’re letting people make their own assumptions. They know damn well that leaving out information is making people think Tesla is producing a new type of chip set called an “ai chip”. In reality they’re sourcing a cpu off another company that’s all it is. Nothing to do with the software that is ai that just so happens to run on a computer chip.
I'll have what he's smoking
"Remember when he said he knew everything about manufacturing cars' He said he knew more about \*manufacturing\* than anyone currently alive on Earth
Maybe retail investors, if I’m managing a pension fund or big fund I should be definitely reevaluating my choices.
Pump that stock!
This clown should be in prison for fraud and stock market manipulation.
I cannot believe people still believe his grift!
Elon Musk claimed that the Department of Government Efficiency (DOGE) would save the US government at least $2 trillion in federal spending.
He also said he'd have people on Mars by 2024.
He claimed he would have DOGE on Mars in flying cars by 2026
Bahahahahaba China has him whipped
LOL wut
Do people actually believe this??
What happened to using tesla to idling Tesla cars could create massive 100-million-vehicle strong computer for AI — 'bored' vehicles could offer 100 gigawatts of distributed compute power? I mean that promise lasted about a day?
I dont think they produce any chips, do they have a FAB. They order chips right, I mean niether does apple. I am just confused what he is claiming he can order more chips from TSMC?
Everything about Tesla lives on a bizarre hype cycle that defies reality. We truly are in a post-truth era.
>How can the stock go up That's the eternal question.
https://www.reddit.com/r/RealTesla/s/brpFCh3j73
Bosch also produces micro-mechanical sensors in their fab in Reutlingen
Your comment is a classic example of the Tesla debate. The perpetual dynamic is Elon says something absolutely absurd and then his critics go way overboard to dismiss his legitimate incredible achievements. Elon was the first successful American auto company founder in 100 years. And Tesla legitimately have as much in-house manufacturing as any other auto company. It’s also the only non Chinese auto company to profitability manufacturer and sell electric cars. Elon certainly has a “fail fast” strategy and talks an enormous load of bullshit so he is easy to criticise but there is a reason that Tesla bulls have massively outperformed the shorts for well over a decade.
Because if you know history, you know that rich people are idiots.
The greatest con the rich ever pulled is making people think they’re there because they’re smarter than other people.
All this leads me to conclude he’s building a time machine.
This moron has tried everything, lies, deception, market manipulation, suing companies like OpenAI for no reason, political interference, all of these just to make more money and power. No Tesla wont develop an AI chip on its own ever, the best thing they can do is make a processor like Apple which is customized to Apple products. Making a specialized chip these day is not hard anymore.
It will be ready next year. No... wait.... last year.... No....
When he wore a cowboy hat touring the border wall in Texas. Oh wait, you said "not," yeah never.
"I can... I just don't wanna"... Just like his robotaxi, and tunnels, and roadster, and FSD, and............
And his reunited lover in the WH can bring about not just 8 peace deals (😵💫??) but bring peace to every conflict in the world so far and in the future.
Making chips is 1000x harder than making cars. Just the facilities to house the equipment and deals youd have to make with TSML and Lam and suppliers would take years to a decade to iron out. Its literally the most complicated and nanometer technology thing humanity can make.
A crackhead lied then dumb people threw money at him. I'm shocked! The stock market is nothing but a scam now. None of these tech stocks are worth anything yet FOMO attracts massive investment regardless.
But the stock price! I swear tech CEO is the easiest job ever. You just have to make up bullshit then collect money. You never have to actually have a profitable business just keep making wild promises.
There's sooooo many of them though. Unicorn farts and pixie dust is the new gold.
she goes to another school, you all wouldn't know her
Not only that, he is the Shit KIng of Fuck Mountain.
I agree with most what you said. But he was not the founder. He was an investor who pushed the founders out of the way. I agree his willing to take risk helped grow Tesla. And I love Tesla as a car company and SPACE X AND everything. But we have to let go of the cult of personality and remember it takes a huge team of driven people to do this stuff, not one guy. That’s the illusion these super rich people push on the public. If you look at the histories of many similar people you learn that they are not so special or self made they create that persona to help sell. They tend to , drive employees to very stressful points , etc etc. so yes he was/is very influential at a Tesla and probably still BECAUSE he is the BOSS and he has been known to fire or humiliate people.
Mhh not really. Plenty of other robotaxi and robot providers. So it‘s literally not Musk who makes this happen but his competitors.
Tesla is adding 15 new robotaxis to its fleet, the stock jumped 150 billion dollars on the news. Logic, reality, facts no longer matter.
This guy is such a nause
Another 100% truthful statement. s/
Lol another day, another delusion
TESLA is now a chip, robot, AI, car, and solar panel panel. All whilst selling none of the former, and dwindling volumes of the latter. All the while major economic headwinds globally, house of cards still standing for now.
Except they can't. And their quality sucks. And the ones they built can't be sold. as for chips: what happened to Dojo? Remember that? Now they buy off the shelf Nvidia chips. (Not that it makes sense to brag about chips when you are a CAR MAKER. Just like he brags with social media app he's a the biggest news app) By that measurement I'm the biggest German seller of noodles in my entire road! And, the only one WORLD-WIDE, who looks like me!!!!)
As much or more of a liarthan trump.
Another bogus claim from Musk. Tesla is sooooo overvalued. Get out before it’s too late.
“could” is doing a lot of heavy lifting.
Yeah, just more lies. Tesla fans never ask questions like where is the chip fab or chip design department.
SpaceX is valued less than TSLA They had revenue of $10B vs TSLA revenue of $97.7B in 2024 Both of them, with their combined 'valuation' of over $3T are the stuff of dreams resulting from a pipe of opium.
SpaceX is being used to prop up TSLA. That’s what my comment is about.
He wants to build the worlds greatest fab - the HyperFab I used to do that for a living. When I left, $4B would get you a powered shell with comms, security and logistics infrastructure, then you had to man it and set up the actual foundry hardware That was 15 years ago. Expect that $4B to have grown to $15B and the project time to be around 4-6 years - and that's using 'copy exactly' fabrication, where you are using designs that you have tried and proven over decades. To go from green/brown field where you don't have anything and never have, to operational, will be ten years and multiple tens of billions of dollars
With 1/10 of the revenue? How does that work? He built SpaceX leveraging the market valuation of his Tesla shares. His stake in SpaceX exceeds his stake in TSLA, but SpaceX has only made $72M in profit, ever - not even a days interest on his billions in TSLA loans
SpaceX bought SolarCity bonds many years ago. Musk will find a way, trust me.
They also bought a bunch of Cybertrucks to use around the place. How are those SolarCity bonds doing? Interesting that SpaceX bought the bonds only weeks before Tesla bought SolarCity in toto.
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