Uploaded January 2026 | Updated September 2026, 4 hours ago

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Elon Musk has stated Tesla's plans to build a chip fab in the US (he's calling it the Tesla Terafab). This has huge implications for the status quo of AI chips, currently dominated by NVIDIA. The whole system of NVIDIA buying chips from TSMC who is buying machines from ASML is very fragile and comes with massive geopolitical risks. Now startups like Substrate and Tesla are challenging this chip paradigm with their own new system. Do you think Tesla and Elon will pull this off to build a chip fab in the US? Then send those chips to Space on a SpaceX rocket? Running xAI models? Will this chalange NVIDIA's dominance?

Cyan Bannister post about Substrate and chips: https://www.longjourney.vc/news/cyans-substrate-tattoo

0:00 NVIDIA Is Insanely Profitable
3:35 NVIDIA’s Suppliers: TSMC & ASML
5:45 Cyan Bannister’s Blog Post About Chips
8:35 Substrate lithography startup
9:39 Elon Musk & The Tesla Terafab
13:48 Starcloud, SpaceX IPO & Datacenters in Space
19:37 My Predictions

My X: twitter.com/gfilche
HyperChange Patreon :) patreon.com/hyperchange

Disclaimer: I'm invested in Tesla & SpaceX and this show is not financial advice.