TerraFab
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Mar 30, 2026 by Tae Kim · said 28 times in 11 episodes since 2026 · across every show →
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brought up most by Jordi Hays (4)
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2026 28 mentions in 11 episodes 3 per episode
- Meta Tokenmaxxing, Intel Joins Terafab, Frontier AI vs. China | Diet TBPN
- 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
- SpaceX’s Lunar Mass Driver, OpenAI Hires Meta’s Top Ad Exec, Zuck Builds CEO Agent | Diet TBPN
- Elon's Moon Mass Driver: Here's How He'll Do It
- Nvidia Restarts China Sales, Vibe Coding Backlash, Peptide Craze | Diet TBPN
- More Details on OpenAI-Hugging Face, SpaceX SPV Investors Get Rugged, Demis and DeepMind | Diet TBPN
- 3 more episodes that year, every mention in 2026 →
Everything said about TerraFab, oldest first
Mar 30, 2026 bearish
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…”