Can TSMC ignore Elon's Terafab? Jeff Lutz's view: aiming for 50x the chip capacity in the US gives Elon leverage before a single chip comes out, putting Intel, Samsung and TSMC at the table. Full episode: #Tesla #SpaceX #Shorts 🚨...

Morgan Stanley asked 40 clients if they owned SpaceX stock, and not one hand went up. We break down why the bank calls it cheap and getting cheaper, the compute ramp to 10 gigawatts, ARK's $700 million per...

Elon says Grok Bot just won the AI agent war, even though OpenAI and Meta reach billions of people. We break down why agents are the next front door to the internet, what Elon's last 60 days of...

A car with no one in the driver's seat is accused of speeding through school zones. So who gets the ticket? What's actually happening: a defect petition (DP26010) was filed with NHTSA, the federal vehicle-safety regulator. It accuses 2026...

Anthropic is reportedly paying SpaceX far more per gigawatt than Amazon charges, and the reason is speed. SpaceX can stand up a gigawatt AI data center in about five months while rivals need two to four years, and...

Germany just flipped the pressure on Europe's FSD vote, with its transport minister pushing deployment as soon as possible and even floating going alone. We also cover Dan Ives calling 2027 Tesla's golden year, Wall Street saying AI...

Tesla added about 100 Cybercabs in 10 days. Jeff Lutz's view: when you're mid-ramp, that last stretch is the new rate unless there's another limiter. Full episode: #Tesla #Robotaxi #Shorts 🚨 Are you a serious $TSLA or $SPCX investor? i just...

Asked about the millions of people who drive for Uber, Dara Khosrowshahi says the future is a robot driver — and the trucks will follow. Source: World Economic Forum Annual Meeting 2025, "Technology in the World" — (CC...

Two-minute overview of Waymo One: Google origins to driverless ride-hail in Phoenix and San Francisco. Includes CC0 Inside Waymo cabin video and public-domain IPEX road tests (not Waymo-branded). Stills: Wikimedia Commons. Sources: waymo.com; en.wikipedia.org/wiki/Waymo #Waymo #robotaxi #selfdriving #tech #documentary ...

The world's biggest chipmakers are lining up behind Terafab, and Elon now calls SpaceX a super intelligence company. We break down TSMC's reported talks, Intel's 14A deal, Nvidia and ASML's backing, and Terafab's goal of building one terawatt...

Riding Tesla’s Driverless Cybercab! 🚘🤖 No Steering Wheel, No Driver? Tesla Cybercab Test Ride! I Tried The Driverless Tesla Cybercab! 😱 Description: Experience the future of transportation with the Tesla Cybercab! This fully autonomous, AI-driven EV has no steering wheel, no pedals,...