Comments by "Anders Juel Jensen" (@andersjjensen) on "Can America’s Tech Giants Get Together u0026 Start a Chipmaker?" video.

It got pretty close to a "Hell naw!"....
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@achangyw The quote given about how quiet the room went when he asked for actual commitment is pretty close to saying "hell naw" in my book :P
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The question is not if Tesla can build a chip fab. There are youtubers who make 130ym class chips in their basements. But whether or not Tesla can build a leading edge fab is an entirely different question. Intel has been struggling to keep up lately, despite being the undisputed leader for 30 years in a row not too long ago. However, TSMCs completely absurd scale advantage is proving to be a hard nut to crack even for those who has the both the experience, the RnD budget and the construction budget (with plenty government assistance).
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@oxide9717 It's not that someone can't catch up. TSMC uses the same tools as everyone else (except the Chinese, who are barred from EUV equipment from ASML). The problem is catching up and deploying at a scale where you can compete price wise. TSMC builds new fabs every 2 years because they already have costumers for those fabs. If you want to take them on you first have to catch up, then secure the customers by selling at a loss because you don't have the scale. THEN you need the extra dole to expand your capacity until you reach scale equilibrium. There is a reason Intel is in the process of converting it's fab capacity into a foundry service.... And there's a reason Samsung lost the race. For many years they kept up with TSMC, but in the last 6 or so they have slipped further and further behind.
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@b22times The US government has decided to play on two horses in that regard. TSMC and Intel has both gotten subsidies to build leading edge fabs in Arizona. So... the status quo is maintained.
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@b22times The episode was specifically NOT about what you just changed the subject to.
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@Gunni1972 I don't know if what you said qualifies as revolting or misguided.... Nvidia was already a tech giant long before Tesla was anything but a novelty. Tesla today is just a small fry compared to Nvidia's larger customers in terms of sales numbers. Also, Tesla uses AMD chips for their Model S, X and some Model 3 and Y vehicles. So far Tesla only uses Nvidia in their production environment.
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@Gunni1972 Tesla didn't. They didn't even make a noticeable impact on Nvidia's earnings. They're just a car company that uses data center accelerators like every other advanced design and manufacturing company. Meta, Google, Microsoft and Amazon each bought 100x more accelerators than Tesla ever did and ever will.
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