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@shaunmmaguire: Oldie but goodie 🤣 Tesla Owners Silicon Valley (@teslaownersSV) 🚨 Sequoia’s Shaun Maguire (semico...

Oldie but goodie 🤣

Tesla Owners Silicon Valley (@teslaownersSV)

🚨 Sequoia’s Shaun Maguire (semiconductor legend who backed Nvidia’s IPO) drops truth on Elon Musk’s TERAFAB: most new investors are sleeping on it.

They fixate on EUV like 8th-graders while ignoring the full systems play.

History says bet on Musk. TERAFAB is coming. 💡🔥

“I think that on TERAFAB, people are assigning way too low a probability that it will work. I personally feel confident that it will. Timeframe—there are questions—but I’ve thought through all the different steps.”

Video

— https://nitter.net/teslaownersSV/status/2085393080958775403#m