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Elon Musk can probably build the cleanroom for a million-wafer fab, but he cannot develop the process technology quickly, because that knowledge is accumulated rather than invented.

Drawn from what Dylan Patel said

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What Dylan Patel actually said

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  1. Dylan Patel

    Founder and chief executive of SemiAnalysis

    but I think he can build the uh clean room. It'll take a year or two. Maybe initially it won't be super fast, but then over time you'll get faster and faster at it. But then the really complex part is actually developing the process technology and building wafers. And I don't think he can develop that uh quickly. I think that has a lot of built-up knowledge.

    Where this was said

    Watch from 1:35:12 plays here

    ↗Dylan Patel — The single biggest bottleneck to scaling AI computeyoutube.com

    video · 2h 30m · spoken · machine transcript

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