According to Sawyer Merritt (@SawyerMerritt), SpaceX plans to double production of its Starlink kits at the Bastrop, Texas facility by 2026 to address increasing global demand. The expansion will enable greater vertical integration in manufacturing processes such as injection molding, die-casting, PCBs, and PCBA assembly. For the AI sector, this scale-up presents significant business opportunities: advanced AI-driven automation and machine learning will likely be integrated to optimize production lines, quality control, and predictive maintenance, supporting SpaceX's strategy to diversify its supply chain and ensure U.S.-engineered products. This move signals a growing trend of leveraging AI-powered smart manufacturing in the satellite and telecommunications industries, opening new markets for AI solutions and services (source: @SawyerMerritt).

According to @SawyerMerritt, Neuralink co-founder DJ Seo stated that the company is heavily investing in vertical integration, building nearly all core components in-house at their Austin headquarters. Areas of focus include microfabrication, implant manufacturing, robotics, AI-powered brain-computer interfaces (BCI), neuroengineering, and next-generation applications. This strategy allows Neuralink to accelerate innovation, control quality, and reduce reliance on external vendors, creating new business opportunities in AI-driven healthcare, neurotechnology, and surgical robotics. By managing construction, animal care, and pathology internally, Neuralink is positioned to rapidly iterate and bring advanced AI-powered neurotech products to market (Source: @SawyerMerritt, Twitter, Dec 3, 2025).

According to Sawyer Merritt on Twitter, Elon Musk stated that Tesla might need to establish its own large-scale chip fabrication facility to keep pace with its increasing demand for AI chips (Source: Sawyer Merritt, Twitter, Nov 6, 2025). This move highlights the escalating need for advanced semiconductor manufacturing in the AI sector, especially for supporting Tesla's AI-driven autonomous vehicles and robotics. Building an in-house chip fab could provide Tesla with greater control over its AI hardware supply chain, reduce dependency on third-party manufacturers, and accelerate innovation cycles. For the AI industry, this signals a significant trend toward vertical integration and could inspire other tech giants to invest in dedicated semiconductor infrastructure, creating new business opportunities in AI hardware, chip design, and manufacturing.