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...and, like, mass production is kind of a way to, like, get something that approaches, like, a continuous flow process in these, like, very complex manufactured goods with, like, thousands of parts. That was why it was such a huge transformative thing
were that people didn't know how to work with it yet. And so even though it was more abundant and cheaper, there's some particular manufacturing process that you have to do to silicon in order to make it as viable as it became. Yes. How to dope silic
yield. And so what you want, ideally from a fabrication perspective, is you wanna have a ton of volume from the get go. Like, as soon as the plan is online, you wanna be running at max capacity so that you can, a, learn as fast as possible, get yield
more than a dozen factories spread all across The US, and then each one is serving, like, a day's drive catchment area. So they're not building, like, 50,000 houses or whatever in one factory. It's more it's closer to, like, 500 or a thousand or some
...parallel production, which is, like, you take an existing defense product. How much could you go mass produce, and how much is some secret sauce? My guess is, like, any given missile, about 15% of it is secret sauce or, like, critical. The rest of it
...has three production lines. Right behind me, you can see the battery module and battery pack production line. Behind that and you can see some of the white structure there. That's a overhead crane in the next line. That's a chassis line. And behind t
I don't think we have the time to do that, so we're just building them all. And the thesis has always been, in a time of crisis, manufacturing very hard. When manufacturing gets hard, people will be forced to basically partner, and we're seeing that
a thousand of these a day. They just came out with a kind of a A thousand cars a day. Yeah. In in this in the factory that I went to. It it it they're sold out. They have, like, a thirty to forty week backlog. You have to pay $5 to get on the waiting
were that people didn't know how to work with it yet. And so even though it was more abundant and cheaper, there's some particular manufacturing process that you have to do to silicon in order to make it as viable as it became. Yes. That is definitel
From a tariff standpoint, I don't know, Trump needs to go up to 300% or 200% or something like that. So This is the headline. American manufacturer who is heavily reliant on Chinese parts. Trump increased the tariffs by 300%. No. I'm just kidding. Bu
...down to production. It's all how quickly can you build. And, yes, Chironic is vertically integrated, but there's a lot of companies that would attach one of those software defined factories to them and say, hey. Just build us this one build us as man
And, essentially, what you're doing is, in this case of TSMC, what you've cited is they're sort of giving up current profits for something in the future. Right? And, presumably, it's sort of future revenues. So they either get retention through custo
...a mass run of vehicles. We'll have our engineers stationed with them and making sure that those get to a state where we're very happy with. We'll then build 500 right after that. But if we feel happy with that, then we'll build 5,000. And 5,000 is re
that's not actually optimal to do that because as evidenced by his first big win at TI with the IBM line, there's a learning curve to, like, getting the yields right and learning how to manufacture a new process. And in the beginning, you're gonna ha
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