SpaceX, xAI, $55B => Terafab

Interesting that this is separate from Tesla, while Tesla may be a major customer for those chips.

And big puzzle: how a huge very high-tech HW factory can cost less than a SW startup?

 Apple’s AI Strategy, SpaceX Chips, & AI Drugmaking

SpaceX Plans $55 Billion Investment to Make A.I. Chips (Paywall)

Rather than build at industry scale, SpaceX's proposed Terafab complex in Grimes County, Texas would start at $55B and potentially reach $119B — multiples of the $10–30B price tag for a typical modern fab — while SpaceX seeks tax breaks at a county hearing next month. The filing lands weeks before SpaceX's expected June IPO and slots into a wider Musk AI build-out: SpaceX absorbed xAI earlier this year at a combined $1.25T valuation, announced a $60B deal for AI coding startup Cursor last month, and just routed Colossus 1's full compute stack to Anthropic.

web dev: TanStack Start + AI = replace React :)

TanStack Start: A Client First Web Framework - Tanner Linsley - YouTube

Showcasing TanStack Start, it's architecture decisions/tradeoffs 

and what it can offer developers who want to build full-stack web applications in 2026



Issue #473: TanStack's experimental React clone — React Status

Projecting React — Tanner Linsley (he of TanStack) spent a day prompting an AI agent to regenerate React’s public API as a ~9KB runtime scoped to TanStack Start, and quietly shipped it on his blog and tanstack.com, where it runs at 2–3× the speed of stock React. But the most interesting part is why he isn’t properly releasing it (though it is on npm if you're curious). Tanner Linsley

💡 It's also noteworthy that Tanner didn't find Preact to be a good, lighter 'drop-in' replacement for React due to its slow drift away over the years.