Elon Musk

You need a lot more chips and make them much cheaper.

I guess we're going to need some very big chip apps.

Tell me about it.

I've mentioned publicly that the idea of doing sort of a terapap, Terra being the new giga,

You can't partner with existing fabs because they can't output enough.

The chip volume is too low.

But for the process technology.

Yeah, partner for the IP.

You know, the fabs today all basically use machines from like five companies.

Yeah.

You know, so you've got ASML, Turkey Electron, KLA, Tancor, you know, et cetera.

So...

So at first, I think you'd have to get equipment from them and then modify it or work with them to increase the volume.

But I think you'd have to build perhaps in a different way.

So I think the logical thing to do is to use conventional equipment in an unconventional way to get to scale and then start modifying the equipment to increase the rate.

Kind of boring company style.

Yeah.

Kind of like, yeah, you sort of buy an existing boring machine and then figure out how to dig tunnels in the first place and then design a much better machine that's, you know, I don't know, some orders of magnitude faster.

It's not that they have not replicated TSMC.

They have not replicated ASML.