Ray Blanco:

What We Know About Tesla’s Terafab, the “Most Epic Chip-Building Exercise in History”

Tesla is stepping into uncharted territory with its Terafab project. Not only is it planning what could be the world's largest semiconductor fabrication plant, it’s doing so with virtually no experience in chip manufacturing. Its ambitions are literally out of this world: Tesla has described it as a step toward “becoming a galactic civilization.”

Tesla and SpaceX, as well as its subsidiary xAI, will jointly run Terafab. The plant aims to bring all aspects of chip production – from design to fabrication to packaging – under one roof. Musk said the facility is intended to produce up to 1 terawatt of compute annually. Early reports suggested Terafab could be located on the north side of Tesla’s Giga Texas facility.

The goal is to supply Tesla, SpaceX, and xAI with the ballooning number of AI chips they expect to need since Musk has said existing suppliers, including TSMC, Samsung, and Micron, can’t handle their future demand.

Musk has not provided a timeline for the project, but even at his typical breakneck pace, it is likely years away. Building a semiconductor fab is one of the most complex industrial undertakings in the world and often takes years to complete and ramp.

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Enrique Abeyta:

NVIDIA CEO Jensen Huang Says AGI Is Here – Sort Of

Artificial General Intelligence, or AGI, has spent the last year or so as the AI industry's favorite buzzword. Whether we're actually close to that milestone depends almost entirely on how you define it. That definitional flexibility, it turns out, is doing a lot of work.

For example, look to the words of Jensen Huang, the CEO of NVIDIA – a company currently valued at roughly $4 trillion, built largely on the GPU hardware that powers the AI boom. Huang recently sat down with podcaster Lex Fridman.

During their wide-ranging conversation, Fridman asked Huang if AGI has already arrived. Huang thinks it has. The reasoning behind that claim, however, is dubious.

True AGI, in Fridman's framing, would look like an AI capable of starting, growing, and running a technology company worth more than a billion dollars.

But the way Huang sees it, the AI doesn't need to build anything lasting to meet the definition of AGI. It doesn't need to manage people, navigate a board, or sustain a business. It just needs to hit a billion dollars once, then fold.

"The odds of 100,000 of those agents building NVIDIA," Huang said plainly, "is zero percent." That's not a small caveat. It's the whole ballgame.

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Chris Campbell:

Gold vs. Bitcoin: The Tehran Test

On February 28, 2026, U.S. and Israeli forces launched Operation Epic Fury. Within minutes of the first strikes, over $300 million in crypto liquidations hit the market. Bitcoin fell from $72,000 to $63,000. Gold surged.

But as of March 23, Bitcoin is holding above $68,000 – still above the key $66,000 support level that has held through every war-driven selloff since. Gold has dropped for a ninth straight day. Spot gold fell 5.8% on Monday alone to $4,226 – its weakest level of 2026, after suffering its worst week since 1983. Why?

Gold is the world's best savings account. But its greatest strength is also a source of weakness. When Gulf nations needed emergency cash ASAP, they cracked open their gold vaults and liquidated.

Meanwhile, for a regular family in Iran, BTC remains the most practical way to shield against total Iranian currency collapse.

Gold always recovers. But in the moment of maximum fear, it gets sold. Yellow metal is what you buy when you're afraid of what happens next year. Bitcoin is what people increasingly buy when today marks the emergency.

The Iran war didn't create that rule. But, in retrospect, it might just prove it.

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