FYI - For Your Innovation Texting While ‘Driving’ In A Tesla Is… Allowed? | The Brainstorm EP 109
40 snips
Nov 14, 2025 The hosts dive into Tesla's shareholder meeting, revealing plans for an in-house chip fab to boost vehicle and robotics production. A potential update could allow texting while driving which raises eyebrows over safety and legality. They also analyze Robinhood's 2% match strategy to lure Tesla investors and its ambitious shifts in the financial market. The discussion extends to innovative concepts like space-based data centers, uncovering the technical challenges and future implications. Tune in for cutting-edge insights on tech and finance!
AI Snips
Chapters
Transcript
Episode notes
Tesla Moves Toward Vertical Chip Supply
- Tesla plans to build an in-house chip fab to secure supply and negotiate better with TSMC and Samsung.
- Brett warns spinning up a fab is capital intensive and unlikely to rival TSMC without massive volume or external customers.
Chips Could Power Musk's Ecosystem
- Tesla's chip effort may serve multiple Musk projects, including XAI and SpaceX, by providing inference chips across businesses.
- Brett connects Tesla's inference focus to broader compute needs for robotics and language models at XAI.
Space Data Centers Face Hard Physical Limits
- Space-based data centers face major heat-radiation and shielding challenges that make near-term economics difficult.
- Brett says scaling makes sense long-term if launches and engineering solve cooling, radiation, and durability issues.