In this week's issue:

- Tesla's Terafab: A $5-10B semiconductor megafab launching north of Giga Texas, 100B+ chips/year by 2027, chips made in Austin for Optimus, Full Self-Driving, and xAI's Colossus

- Garry Tan wants to run Y Combinator batches from Austin — Y Combinator's CEO openly considering Austin as a second permanent hub for founder funding and mentorship

- The infrastructure sprint that's changing everything: xAI Memphis has 555K GPUs built in 122 days, Terafab permits filed for 15M s