Farzad: America Can Design AI Chips. It Still Can't Build Them

Farzad posted America Can Design AI Chips. It Still Can't Build Them and The Secret Ring Under Terafab Is a New Kind of EUV (Shorts) with Full video replies pointing at YouTube The Secret Ring Under Elon Musk's Brand New Ultra Factory (id Ix6yc6R0seg), posted Tesla's New Product Just Collapsed The Price Of Everything with edit credit to David Carbutt's team and a Matic sponsor plug, quote-tweeted GavinSBaker's OpenAI-vs-Anthropic OpenRouter share chart with a take that models are already “good enough” (Fable share of wallet decreasing; race to lowest cost / fastest speed and specialized models), RTd EdLudlow on FSD (Supervised) v14.3.9 plus Grok voice pulling news articles onto the car screen, liked then RTd ALScyborg's Neuralink-patient YouTube suspension appeal and replied that YouTube should fix it, liked SemiAnalysis on SpaceX no longer being subject to the Brownsville datacenter moratorium, liked Sawyer Merritt on a University of Memphis satellite study finding no significant pollution or temperature rise around SpaceXAI Colossus 1, liked DevinOlsenn on Grok @bot as a 24/7 assistant and replied “It's extremely good,” and RTd TeslaLarry on next week's Starship only carrying about half of eventual production payload.

America Can Design AI Chips Short + Full video

Farzad, Sep 17 morning CT: America Can Design AI Chips. It Still Can't Build Them (Short). Reply: Full video to YouTube The Secret Ring Under Elon Musk's Brand New Ultra Factory (id Ix6yc6R0seg). Titles only; do not invent what the video shows beyond the titles. Same long-form id as the Terafab Short Full reply below and as the prior Digest's Texas Factory Full reply.

Check Short here. Full video reply here.

Terafab EUV Short + Full video

Farzad, Sep 16 evening CT: The Secret Ring Under Terafab Is a New Kind of EUV (Short). Reply: Full video to the same YouTube id Ix6yc6R0seg. Titles only.

Check Short here. Full video reply here.

Tesla New Product video (Matic)

Farzad, Sep 16 afternoon CT: Tesla's New Product Just Collapsed The Price Of Everything (native X video). Thanks David Carbutt and team for the edit; Matic Robots sponsoring; follow-up reply links the Matic product page. Title only; do not invent the product thesis beyond the title.

Check the post here. Matic reply here.

OpenRouter share QT + Fable “good enough”

GavinSBaker, Sep 16 afternoon CT: extraordinary share gains for OpenAI vs Anthropic over the last two months; per OpenRouter, OpenAI went from 20% share to 50% share vs Anthropic (Anthropic from 80% to 50%) since June (per GavinSBaker; chart in post). Farzad liked the Baker post and quote-tweeted: models becoming “good enough” already; Fable share of wallet has been decreasing since launch; people either don't know how to use the smartest models or don't need them because cheaper models are good enough; implies all-out race for lowest cost and fastest speed and a boom in specialized models. OpenRouter %s are Baker's; Fable/wallet framing is Farzad's.

Check Baker like target here. Farzad QT here.

EdLudlow FSD + Grok voice RT

EdLudlow, Sep 16 midday CT: FSD (Supervised) v14.3.9 + Grok; while using FSD he went through top news via Grok voice; Grok offered to pull the discussed article onto the screen (browser on the right; Bloomberg sign-in appeared because he wasn't logged in); Grok also pulled same-topic articles from other outlets; Grok advised glancing when safe; he notes FSD FAQs still require a fully attentive driver and he couldn't find codified rules on Browser/YouTube while FSD is engaged; when he told Grok he would post, Grok advised not to / say he was parked (per EdLudlow). Farzad RTd. All driving/product claims are EdLudlow's.

Check Farzad RT here. EdLudlow here.

ALScyborg YouTube suspension (Neuralink)

ALScyborg, Sep 16 afternoon CT: YouTube suspended his channel after what he believes was a report that he wasn't real; says he is a full quadriplegic with ALS, Neuralink patient, types with his brain; channel @ALScyborg; asks YouTube to restore (per ALScyborg). Farzad liked, RTd, and replied that YouTube Creators should fix it because it's ridiculous. Identity/ALS/Neuralink claims are ALScyborg's.

Check like target here. Farzad RT here. Farzad reply here.

SemiAnalysis Brownsville moratorium + Sawyer Colossus study

SemiAnalysis_, Sep 16 afternoon CT: while people worry moratoriums are killing datacenter buildout, SpaceX is no longer subject to the Brownsville moratorium; points to their article on moratorium mechanisms (per SemiAnalysis_). Farzad liked. Sawyer Merritt, Sep 16 afternoon CT: University of Memphis study found no significant increases in pollution or temperature around SpaceXAI's Colossus 1 data center in southwest Memphis; satellite data on Boxtown and Riverside since turbines went online; results presented to Memphis City Council yesterday (per Sawyer). Farzad liked. Moratorium and study claims are theirs.

Check SemiAnalysis like here. Sawyer like here.

Grok @bot like + Farzad reply; TeslaLarry Starship RT

DevinOlsenn, Sep 16 afternoon CT: Grok @bot can order coffee, create/send invoices, organize and email media to edit; frames it as a 24/7 personal assistant that learns new tasks; plans a how-I-use-Grokbot video (per DevinOlsenn). Farzad liked and later replied “It's extremely good.” TeslaLarry, Sep 16 evening CT: next week's Starship (lifting the equivalent of 10 Falcon launches) is really only carrying about half of what it will launch once it reaches production (per TeslaLarry; quote-links Sawyer's Flight 14 / Starlink V3 capacity post from the prior Digest). Farzad RTd.

Check Devin like here. Farzad reply here. TeslaLarry RT here. TeslaLarry here.