X @郭明錤 (Ming-Chi Kuo)

RT 郭明錤 (Ming-Chi Kuo) (@mingchikuo)@elonmusk remarks at the latest Tesla shareholder meeting validate my previous analysis and predictions regarding his semiconductor strategy. The following brief analysis will focus on why Musk wants Tesla to build its own chip production plants.1. Musk said, “So I’m hopeful that we can within less than a year of AI5 starting production, we can actually transition in the same fab to AI6 and double all of the performance metrics.”I previously projected that AI6 would enter ...