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I thought Elon Musk and Sam Altman were suing each other. Have they put each other’s names back on their birthday party guest lists again?
Nov 7, 2025
M
He has a giant conflict of interest. It is easy to see how NVIDIA will come out ahead if they can sell what they want to power
China's...
Nov 7, 2025
Sam Altman said the same thing a while ago...
Nov 7, 2025
Or, is Elon Musk going to buy Substrate?
Nov 7, 2025
""So I think we may have to do a Tesla terafab. It's like giga but way bigger. I can't see any other way to get to the volume of chips...
Nov 7, 2025
""So I think we may have to do a Tesla terafab. It's like giga but way bigger. I can't see any other way to get to the volume of chips...
Nov 7, 2025
If you believe the media the Samsung 2nm fab in Texas is in serious trouble. Also, the Samsung 2nm wafer prices are ridiculously low so...
Nov 7, 2025
E
It reminds me a lot of the dot com bubble. In 1996 people were starting to say "This is a bubble" but anyone who tried to short it got...
Nov 7, 2025
B
What about his carbon credits?
Gonna have sell a lot of EVs to offset this no?
Nov 7, 2025
B
SAN FRANCISCO (Reuters) -CEO Elon Musk on Thursday said Tesla (TSLA) probably will have to build "a gigantic chip fab" to make...
Nov 7, 2025
This topic came up at an event I attended last night. It was deemed a fraud but we shall see. Dylan Patel's name came up as well. I hope...
Nov 7, 2025
Couple things on this:
As as consultant, I always had NDAs with Client. I had NDA clients who I was doing business development for. the...
Nov 7, 2025
It beggers belief that people this naive are left in charge of millions of venture capital funds
Nov 7, 2025
It seems that Substrate's business model is a combination of ASML+Applied Materials+ TSMC+Intel+...
It's both revolutionary and sketchy.
Nov 7, 2025
It's hard to tell -- there is entanglement though of some kind, per Semianalysis:
" Note we have worked with Substrate since as far...
Nov 7, 2025
hist78 replied to the thread Musk plans Tesla mega AI chip fab, mulls potential Intel partnership.I thought Elon Musk and Sam Altman were suing each other. Have they put each other’s names back on their birthday party guest lists again?
Daniel Nenni replied to the thread Musk plans Tesla mega AI chip fab, mulls potential Intel partnership.Sam Altman said the same thing a while ago...
Haha.
""So I think we may have to do a Tesla terafab. It's like giga but way bigger. I can't see any other way to get to the volume of chips...
Like.
It reminds me a lot of the dot com bubble. In 1996 people were starting to say "This is a bubble" but anyone who tried to short it got...
kvas reacted to Daniel Nenni's post in the thread I think Substrate is a $1 Billion Fraud: Part 1 with