I was leaving an HN comment, not writing an essay. I'm not fond of Elon's personality, but I listened to the context of the conversation and believe him.

Did you listen to the conversation? There was a great amount of detail. Which parts of the conversation seemed unbelievable to you?

Regardless, it's also been reported in the press over the past quarter, and TSMC's previously largest customer, Apple, notably has had to make fab adjustments and form new partnerships with Intel.

https://stratechery.com/2026/tsmc-risk/

https://www.eetimes.com/tsmc-will-struggle-to-meet-ai-demand...

And even the TSMC CEO himself has acknowledged it on multiple news sources. Here's just one:

"Demand is 3 times higher than what TSMC can produce"

https://wccftech.com/tsmcs-ceo-admits-chip-production-is-ins...

Hopefully, the CEO of the company in question is good enough for you?