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interfm「伊織もえの電脳らじお」 今夜はてらおかなつみさんをお迎えしました！ @teraoka_natsumi 【伊織もえ てらおかなつみ 2人展】ぜひチェックを！ 10月1日(木)～ 10月15日(木)@代官山・蔦屋書店 #もえちゅ# @iorimoe_five

Reminder: you can now sync an ethereum node within half a day and with aggressive settings the space it takes up on disk can be under half a terabyte. EIP-4444 and hard work by client teams on optimizing snap sync has improved things *a lot*. Glamsterdam will improve the sync situation further still (eg. Nimbus's new sync protocol uses it)

BREAKING: Elon Musk's Terafab is already helping schools and taxpayers in Grimes County, Texas. Iola ISD says the project is shrinking a planned tax rate increase for a new high school, with rates expected to fall even further as Terafab’s taxable value grows.

BREAKING: Elon Musk's TeraFab has officially advanced into the agreement phase in Texas. Texas has just published a fully signed tax agreement for SpaceX’s TeraFab, moving the massive chip and advanced-computing factory another major step closer to construction. A fully executed 34-page agreement between the Governor’s Office, Anderson-Shiro CISD and TeraFab AI was published today. The agreement: • Describes TeraFab as a next-generation, vertically integrated semiconductor manufacturing and advanced-computing facility • Lists a construction period from December 1, 2026, through December 31, 2028 • Establishes a 10-year tax-incentive period from 2029 through 2038 • Limits the qualifying property’s value for school district M&O taxes to zero during construction and 50% of market value during the incentive period • Requires a $12.98 million performance bond Another major step toward bringing TeraFab to life in Texas.

BREAKING: Goldman Sachs names Elon Musk’s Terafab as a major new driver of chip-equipment growth. Goldman included Terafab’s roughly $16.8B first-phase buildout in its Logic & Other forecast and says the project accounts for most of the added growth in this segment. Goldman believes Terafab’s impact is still in its early stages, with room for further forecast increases as later phases move forward. Goldman raised its global wafer-fabrication equipment forecasts to: • $150.3B in 2026, up 36% YoY • $217.5B in 2027, up 45% • $280.9B in 2028, up 29% The firm says growing AI demand is driving higher spending across DRAM, foundry and logic chips.

THE ELON EFFECT: Terafab is already attracting more companies to Texas’ Brazos Valley. 🇺🇸 The Greater Brazos Partnership says other companies have started calling since Terafab was announced, hoping to join the region’s growth. Local leaders estimate Terafab will account for roughly 15% of the region’s total growth over the next decade. Texas A&M expects at least 50 students to begin its new master’s program in microelectronics and semiconductors this year. This is the Elon effect. Terafab will help America manufacture advanced AI chips at home for use on Earth and in space. As Greater Brazos Partnership CEO Tom Johnson said: “This is a winner.”

Could Terafab make Tesla less dependent on Nvidia? Tesla is developing its own AI chips, while Terafab could give the company more control over manufacturing and supply. But could Musk really reduce Tesla’s reliance on Nvidia? #Terafab# #tesla# #elonmusk# #nvidia#

要我说，AI native 时代最成功的创业者，应当实打实的参与到所有行业的所有工作中去，而不是试图用软件工程工作中的工具（比如 Git 和 notion 等）通过组合来完成其他领域的工作，知识工作有一定的相似性，但在知识工作之外，仍有大量的空间没有被梳理和信息化，我觉得所有人应该像 Elon 对 Terafab 那样重新思考芯片制造一样重新思考工作。