If you are screaming death to america on your socials... I don't think i want you in America.

This is extremely controversial. Where do you draw the line? Ev's are okay, cause the climate... Oh, wait, our own car industry dies? It's okay competition! Oh wait... They have no min wage or safety standards? Oh shit, where'd our auto industry go...? Oh, guess that didn't make sense... Lets tarrif...

And on and on and on, with every industry.

using $15 / mtok (Clause output using 4.6) as the metric, it would take 33.33T Tokens for you to spend $500m.. . Or enough output for like 250m books, or a developer uses 10 million tokens a day doing non-stop agentic programming, it would take that single developer 9,132 years of continuous coding to run up that bill.

Where are you getting the 15% margin from? Can you provide any sources where thats the case? Because all the neo clouds are making insane amounts of money from what i can see.

Also, Terrafab is not about margin but access. TSMC is perpetually booked out for 2-3 years in advance.

>"Such intentions have been damaging our continent for the past 40 years. If the industrial nations really want to help the Africans, they should finally terminate this awful aid... Development aid weakens the local markets everywhere and dampens the spirit of entrepreneurship that we so desperately need."

>"When there's a drought in a region of Kenya, our corrupt politicians reflexively cry out for more help... Another portion of the shipment ends up on the black market where the corn is dumped at extremely low prices. Local farmers may as well put down their hoes right away; no one can compete with the UN's World Food Program. And because the farmers go under in the face of this pressure, Kenya would have no reserves to draw on if there actually were a famine next year. It's a simple but fatal cycle."

Plus, terafab and merging with Tesla is a pretty big forward looking narrative.

Arbing tokens instead of selling them to the consumer turned out the be the better business model. Turns out you don't need to have a frontier model and is actually the worse business model and letting everyone else burn the energy to compete.

"So we went from, he just got lucky cause he got in early", to, "okay, he wasn't early he was just really fast", to, "the suppliers now see he's making a ton of money so they are going to raise prices" to, "terafab is impossible", QED?

You seem to misunderstand how tier 1 capital allocation actually works. You don't get fucked by your suppliers when you are adding $B's to their bottom line. XaI never "Stopped" purchasing GPU's in 2023. They signed multi-year long deals for as much hardware as nvidia, supermicro, dell and micron/skhynix can provide. They are the last to get squeezed. They never stopped adding on to Collosus 2, and they are actively building collosus 3.

Lastly, nothing is "Fanciful" about terafab. ASML makes the machines, Intel provides the cleanroom tech, and 14a pipeline... these are known variables that need to be tackled. Tesla and SpaceX are world renowned, high throughput manufacturing facilities with the ability to make lines more profitable than their competitors. .. no one is claiming he's building a TSMC-style silicon foundry. They are building a massive compute fabrication/clustering footprint. It is a formalized $55B industrial plan filed in Texas, backed by a hard partnerships.