Elon Musk

But you're currently limited on TSMC fab capacity.

Yeah.

And we'll be using TSMC Taiwan, Samsung Korea, TSMC Arizona, Samsung Texas.

And we still can't- You've booked out all the, yeah, capacity you can.

Yes.

And then if I ask TSMC or Samsung, okay, what's the timeframe to get to volume production?

The point is you've got to build the fab and you've got to start production, then you've got to climb the yield curve.

and reach volume production at high yield.

That, from start to finish, is a five year period.

And so the limiting factor is chips.

The limiting factor once you can get to space is chips, but the limiting factor before you can get to space would be power.

What's going on?

They're building fabs as fast as they can.

And so is Samsung.

like they're pedal to the metal.

I mean, they're going, you know, balls to the wall, you know, as fast as they can.

So still not fast enough.

I mean, like I said, there will be, I think, if you say, I think towards the end of this year, I think probably chip production will outpace the ability to turn chips on.

But once you can get to space and unlock the power constraint,

And you can now do, you know, hundreds of gigawatts per year of power in space.