What AI and robots do to the next 20 years.
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We Need To Talk About Meta Muse
I sold Palantir to buy Meta.
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This week's signal
Farzad: If SpaceX Builds Its Own AI Chip, NVIDIA Has a Problem
Farzad RTd SawyerMerritt (Starship first revenue-generating flight / V3 Starlink deploy) and SpaceX (orbital insertion burn / first Earth orbit); posted If SpaceX Builds Its Own AI Chip, NVIDIA Has a Problem (YouTube id 4VDAzWeC44k); posted Amodei met with the White House after the DoD blacklisted Anthropic (YouTube id Yk6RLhqkSek) and RTd WatcherGuru on Trump hosting Amodei; posted Each Starship launch will add 61 Tbps of Starlink capacity (YouTube id yPXNT2j_qc4); posted Flight 13 already flew V3 demo sats and soft-splashed (YouTube id p15rO-XEtG0); posted Cybercab waits are long because there aren't enough cars yet (YouTube id nFcFE8eIHvk); QTd ethanmckanna on RoboTaxi ~55% of Waymo downtown Austin, Kalshi on Norway EVs / Model Y, and KobeissiLetter on AI infra at 3.63% of US GDP; RTd mikepat711 on a Grok Bot Mac Mini always-on template and SawyerMerritt on Dubai AV testing with Tesla trials.
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Digest
What I posted, liked, and reposted.
056Farzad: Meta Muse Is the AI Agent Normies Can Just Sign Up and UseFarzad posted One Starship launch carries as much Starlink as 20 Falcon 9s (YouTube id TnaJyLkf8Jk); posted Meta Muse is the AI agent normies can just sign up and use (YouTube id EQYj6ALsFR8); posted Tesla FSD / Grok…055Farzad: Colossus 2 Just Went Gigawatt with Nvidia GB300sFarzad posted Tesla & SpaceX's New Product Is Elon's Bet Of A Lifetime; posted SpaceX Controls Rockets, Satellites, Starlink, and xAI Demand (YouTube id 4VDAzWeC44k); posted Colossus 2 just went gigawatt with Nvidia…054Farzad: NVIDIA Lined Up Over $500 Billion for AI InfrastructureFarzad posted NVIDIA Lined Up Over $500 Billion for AI Infrastructure and Chips in Space Have Nowhere to Dump Their Heat (same YouTube id 4VDAzWeC44k on both Full video replies); posted SpaceX's new AI product isn't a…
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Longer pieces from the videos.
470Tesla & SpaceX's New Product Is Elon's Bet Of A LifetimeI gave my Grok Bot a raw video and no direction, and it came back with a decent edit built from the transcript alone. Macrohard, also called Digital Optimus, is Tesla and SpaceX trying to build AI agents that actually…469Tesla Semi Deliveries Start This Week. It's Built From Cybertruck and Cybercab PartsTesla launched high-volume Semi production at Giga Nevada and says deliveries begin this week, with a plan for 50,000 trucks a year. The new truck runs on in-house 4680 cells, a Cybertruck stator, Cybertruck steering…468Elon Musk & Jensen Huang Finally Reveal the TruthJensen Huang calls the AI doom panic made up. Elon Musk says AI is going to be very dangerous. The two are building compute together on Earth and in orbit. Farzad follows the incentives behind the split: chips, tokens…
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