TerraFab
company on 6 shows · 3 statements across 3 episodes · said 50 times in 17 episodes since 2026
TBPN 28 
20VC 7 
No Priors 5 
Invest Like the Best 5 
All-In 4 
Sourcery 1
Mentions by year, every show
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TBPN 2820VC 7Invest Like the Best 5No Priors 5All-In 4Sourcery 1
2026 50 mentions in 17 episodes 3 per episode
- Meta Tokenmaxxing, Intel Joins Terafab, Frontier AI vs. China | Diet TBPN
- Re-engineering the Semiconductor Supply Chain with Intel CEO Lip Bu Tan
- Watts, Wafers, and the Future of AI Infra | Gavin Baker · Invest Like The Best
- Canva Slashes Growth | Talent Exodus at Google | Revolut's $50B CEO Package | Musk's $55B Terrafab
- Socialists Sweep NYC, China Catches Up in Coding, AI Memory Crunch, Micron's Blowout Quarter
- Jensen on Dwarkesh, Cursor x XAI, Netflix Stock Sinks | Diet TBPN
- Intel Rips, Thrive Launches Eternal, GPT 5.5 | Diet TBPN
- FULL INTERVIEW: Why I Think Nvidia Is Perfectly Positioned In The AI Race
- 9 more episodes that year, every mention in 2026 →
every mention on every show, scene by scene, with the transcript →
3 statements about TerraFab, every show
Intel completes first equity raise since 1971 IPO for TerraFab consortium
“Intel is part of the TerraFab consortium in such a way, and I just saw it today. I did not know this. Intel completed an equity round, which I read someone, I haven't verified it. It was the first time they raised equity since, like, they went public in seven …”
SpaceX and Tesla's TerraFab Domestic Semiconductor Joint Venture Will Succeed
“The Turfab, it's a SpaceX, I believe Tesla's involved as well joint venture to build the world's largest fab here in America, and I'm, I think they're going to be successful.”
Kim: ASML and Applied Materials lack capacity for Elon Musk's TerraFab
“TerraFab, I'm not that optimistic. I mean, it's so hard to do with that. Because TSMC is so short that, you know, Elon needs to find, but even then, like, how are they going to buy, like, semi-cap equipment from ESML and AMAT? Like, there, there's just no capa…”