Musk is once again giving a motivational speech about AI. This time, he claims that Tesla's FSD can "predict" pedestrian intentions with "clairvoyance," raising safety levels to ten times that of humans. He has also officially launched the terrifyingly large Terafab chip factory, aiming for complete self-sufficiency in logic chips, storage, and packaging, thereby completely breaking free from dependence on TSMC.
This wave belongs to the classic narrative of "computing power hegemony." Old Musk has an astonishing appetite, wanting to consume the entire upstream and downstream of the AI industry chain, building a "hardcore family bucket" for his Dojo supercomputer and humanoid robots. The logic is simple: the ultimate threshold for AI evolution in the physical world is computing power and perception. Although he is working in the real economy, the sensitivity of the AI sector in the crypto space and the DePIN track is extremely high. Once this grand slogan of "self-reliant computing power" comes out, the chips related to distributed computing are likely to bounce around a bit. However, the plan to produce 200 billion chips annually does seem a bit grand; TSMC would probably be stunned to hear it. We retail investors still have to be cautious about the gap in "Musk-style expectations." Are you all in on this wave of computing power narrative? #AI #Tesla #Musk #DePIN $FET $RNDR $AKT
