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 ...

How quickly can we stand up uh more and better chip production in the US. For sure. Look, it's a huge priority for us to get geographic diversity. It's a big priority to get um more manufacturing in the US.I think we've seen um some big strides. So, uh, the progress that's been made, um, on the silicon side, for example, in Arizona with, you know, TSMC's, um, you know, new investments as well as some of their announcements. We have some of our trips running there right now, and they look really, really good ...