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Elon's TerraFab Is 50x TSMC | OpenAI Burned $15M a Day on Sora, Then Killed It | ElevenLabs Undercut 4x Overnight | Anthropic's Mythos Leaks | GitLab Founder Treats His Own Cancer With AI | EP06
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Elon's TerraFab: 50x the Capacity of TSMC
At 19:34 · chapter starts 16:00
Elon Musk announced TeraFab — a 100 million square foot chip manufacturing facility that will exceed TSMC's entire production capacity by 50 times. It's a joint project between Tesla, xAI, and SpaceX, and it signals Elon's companies quietly converging into one.
Elon Musk announced his TeraFab facility will have chip manufacturing capacity exceeding TSMC by 50 times, planned for 2030 completion.
The TeraFab is 100 million square feet — roughly 10–15x the size of the Tesla Gigafactory, which is already considered one of the largest structures on Earth.
The AI startup lifecycle is brutal: a company raises hundreds of millions proving a hard use case, then a larger player — or an open-source project — commoditises it in a weekend. ElevenLabs may be the defining case study of this pattern in 2025.
ElevenLabs raised over $1 billion on the thesis that high-quality AI voice was extremely difficult to produce — a thesis now being challenged by open-source and Big Tech competitors.
ElevenLabs raised over $1 billion on the premise that high-quality AI voice was uniquely hard. Then Mistral dropped an open-source model that matches ElevenLabs quality and runs on 3GB of RAM. The next day, Google launched Gemini Live at 2¢/min — 75% cheaper than ElevenLabs' 8¢/min.
