Elon Musk: uncertainty

Transcript context

…Is a little fab done? No, it’s not done. We’re not going to keep that cat in the bag. That cat’s going to come out of the bag. There’ll be drones hovering over the bloody thing. You’ll be able to see its construction progress on X in real time. Look, I don’t know, we could just flounder in failure, to be fair. Success is not guaranteed. Since we want to try to make something like 100 million… We want 100 gigawatts of power and chips that can take 100 gigawatts by 2030. We’ll take as many chips as our suppliers will give us. I’ve actually said this to TSMC and Samsung and Micron: “please build more fabs faster”. We will guarantee to buy the output of those fabs. So they’re already moving as fast as they can. It’s us plus them. There’s a narrative that the people doing AI want a very large number of chips as quickly as possible. Then many of the input suppliers, the fabs, but also the turbine manufacturers, are not ramping up production very quickly.…

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