🇺🇸 SpaceX acaba de anunciar DOS mega-proyectos que van a cambiar el futuro de Estados Unidos… y del mundo.
En menos de 3 semanas:
• Terafab en Texas → la fábrica de chips de IA más grande del planeta.
• Starbase Louisiana → el puerto espacial más grande del mundo.
Inversión combinada: más de 116.800 millones de dólares.
Más de 14.000 empleos directos e indirectos. Uno fabricará chips de inteligencia artificial para usar en la Tierra… y en el espacio.
El otro permitirá miles de lanzamientos de Starship al año. Esto no es ciencia ficción.
Esto es construir el futuro a escala industrial.
Open AI ハラペーニョの発表で、カスタム推論チップの競争が加速している。GoogleのTPU、AmazonのInferentia、MicrosoftのMaia、MetaのMTIAも推論特化を強化中。テスラはAI5はもちろんだし、RivianはRAP1を自社開発済み。エッジ(車・ロボット)とデータセンターの両面で進んでいる。
중국 1천만 팔로워 자동차 유튜버 천전(Chen Zhen).
예전엔 “테슬라 FSD는 샤오펑의 80% 수준”이라던 사람이
미국 본토에서 FSD v14 타보고 이렇게 말했습니다.
“대체할 제품이 없다.
이 분야에서 1등이자 최고다.”
흥미로운 포인트 두 가지.
1️⃣ 중국 내 경쟁사들이 ‘국산 자율주행이 더 낫다’고 마케팅하는 와중에, 가장 영향력 있는 중국 인플루언서가 미국 버전을 직접 경험하고 완전 항복한 상황.
→ 데이터가 아니라 ‘실제 체감’이 이긴 순간.
2️⃣ 미국 부자들이 벤틀리·롤스로이스 타다가 테슬라로 갈아타는 이유까지 직접 언급.
“손 놓고 간식 먹으면서 눈만 앞을 보면 된다”는 표현이 특히 인상적.
자율주행 경쟁은 이제 ‘누가 더 많이 카메라 달았냐’가 아니라
‘누가 더 사람처럼 판단하느냐’로 넘어간 것 같습니다.
여러분은 어떻게 보세요?
중국 정부가 FSD 풀버전을 빨리 열어줄까요, 아니면 더 늦출까요?🤔
WSJ's Dan Neil on @Tesla's FSD (Supervised):
"By the end of the second hour—I was bewitched. FSD is amazing. I acknowledge I am a sample group of one, with only the scantest evidence to work with. Still, I know good driving when I see it. Mile by mile, the FSD started to earn my confidence. In the whitewater-like eddy and flow of rush-hour interstate traffic, FSD held its position beautifully: stopping distances, following distances, lane centering, the gradients of acceleration, steering and braking, all playing out in smoothly continuous linear functions."
Full article: https://t.co/CMR19WufNN
47 cents. That's the number quietly gutting the diesel trucking industry.
Einride just placed the biggest Tesla Semi order ever. 500 trucks, hauling freight for Amazon across 5 states. Fleet growing from 250 to 750 electric rigs.
Diesel costs 67 cents a mile in fuel. Tesla's Semi runs on 20 cents. The gap: 47 cents a mile, or $47,000 a year per truck at 100,000 miles.
Scale that to 500 trucks: $23.5 million saved a year. Over 10 years, $235 million. Before maintenance savings are even counted.
Einride has $77 million in the bank. The trucks cost $130-140 million. Someone else is financing the gap, betting the math holds.
The charging math is stranger than it looks. Federal law forces drivers to take a 30-minute break every 8 hours. Tesla's Megacharger refills 300 miles of range in 30 minutes. The mandatory rest stop and the charge time land on the same number.
Gigafactory Nevada was built for 50,000 trucks a year. It's barely started running.
500 trucks isn't the story. It's the opening move.
How can you not be excited about what @Tesla is doing building the future?
From the 2024 We Robot! event formally announcing the pivot to physical AI, to launching the @robotaxi service in 2025, the Cybercab Launch Event on 3 September 2026 & the anticipated upcoming Optimus & Roadster Launch events … to me, the future seems very bright & closer than ever!
$TSLA is easily a $600+ stock trading at ~$364
That’s a 65% upside hiding in plain sight.
The catalyst for the melt-up? September 2026: Cybercab Launch.
Here’s the simple math:
• @ARKInvest projects the global Robotaxi market at $10 Trillion by 2030.
• If Tesla captures just 25% of that TAM, that’s $2.5 Trillion in enterprise value.
• That’s Trillion with a “T.”
Think about the speed of execution:
• 10.10.2024: Cybercab Unveiled at the We, Robot event in LA.
• 09.03.2026: Mass production out of Giga Austin & launching onto the Robotaxi network.
Under 24 months from prototype reveal to commercial deployment at scale.
No other company on Earth has the vertical integration, AI compute, and manufacturing muscle to pull this off.
Massive credit to the teams across Tesla AI, Design, and Manufacturing.
Are you ready?
Are you getting this?
Want a shot at the Cybercab launch event?
Ride in a Robotaxi through August 23 for a chance to attend.
Complete your rides before 11:59pm on Aug 23.
Winners will be announced by 9am on Aug 25.
Time to stack those rides for better odds of being chosen!
Terafab will be built in Grimes County, Texas
In April, we broke ground on our research fab on the North Campus of Giga Texas – the precursor to Terafab.
Both Tesla & SpaceX will need far more chips than current & future global production can supply.
This is why we're building the largest chip manufacturing facility ever, with the goal of producing over 1 terawatt of compute per year
The future is built in Texas
https://t.co/RQPNlAasdP