[E0] Terafab: The West’s Most Important AI Project (ft. Josh West)

About this episode

The episode discusses the Terafab announcement by Elon Musk and features an interview with Josh West about the Tesla Robotaxi Network.

Episode 0 of the new Weekly HyperChange Podcast. In this initial episode I start by riffing on the new Terafab announcement by Elon Musk, and then am joined by Josh West to give us an on the ground report from Austin, TX about the Tesla Robotaxi Network. Plus a bunch of Open AI news, the Starcloud funding round and more schemes!! Let me know what you think of this new format in the comments! And leave any topics for next week :)Josh West on X: https://x.com/JoshWest247 0:00 Intro & Rambling 3:03 Elon Musk Announces Terafab by Tesla + SpaceX 8:10 NVIDIA Stock’s Generational Run 9:40 Terafab’s Geopolitical Implications 12:40 Designing AI Chips for Space 14:40 Josh West Joins The Show 15:59 Taking 7 Unsupervised Robotaxi Rides In A Row 20:02 Waymo vs Robotaxi Self Driving Car Race 22:38 Austin Is The new Silicon Valley 25:22 Cybercab Production Begin In April 27:18 SpaceX One Step Closer To IPO 29:00 Will Tesla buy SpaceX or will SpaceX buy Tesla? 30:26 Starcloud Worth Over $1B 34:45 NASA Artemis II Mission 35:33 OpenAI Raises $122B 42:38 OpenAI Acquires TBPN 45:36 Startup To Watch: GRU Space 47:57 We Need A Space Farming Startup! 49:00 Future of Humans and Plants/TreesMy X: /…

People in this episode

Guest: Josh West

Topics covered

• Terafab
• AI
• Tesla
• Elon Musk
• NVIDIA
• Robotaxi Network
• Open AI
• Starcloud

Keywords

• Austin
• geopolitical implications
• AI chips
• funding round

Mentioned in this episode

Products: Terafab, Waymo, Robotaxi, Artemis II, Tesla, NVIDIA, Open AI

Books & works: Weekly HyperChange Podcast

Places: Austin, TX, Silicon Valley

More episodes of HyperChange

• Starphone by SpaceX · May 18, 2026 · 10 min
• Tesla Is Hiding Crazy Optimus Progress 🦾🤫 · May 16, 2026 · 11 min
• Does America Need A Sovereign Wealth Fund? 💸🇺🇸 · May 5, 2026 · 7 min
• The First Tesla Cybercab Ride Is IMMINENT · May 1, 2026 · 5 min
• Tesla’s Hidden $1.5B AI Business · May 1, 2026 · 6 min
• Ulysses: the Startup Trying to Reverse Ocean Collapse 🌊 · April 28, 2026 · 7 min