The Syndicate Room EP40 — Terafab, the 30-Home Robot Test, and the 20-Megawatt Fusion Deal
Tesla and SpaceX confirm Terafab — $16.8B chip factory, 100M sq ft, construction starts December 2026. Figure AI's robot completes tasks in 30 unseen homes at 56% success. nT-Tao signs MOU for 20MW compact fusion at US data centers. The AI stack is being built at every layer simultaneously. Position before you predict. Watch on YouTube: https://youtube.com/watch?v=shXXz9Ku5kM
The skinny
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