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This week's signal
Farzad: Anthropic Wants Washington to Slow Open Models
Farzad posted Anthropic Wants Washington to Slow Open Models; reposted Elon on Grok 4.7–5 pacing, Grok 4.8 as a 2.5T model finishing training this week on a new C++ stack from Starlink, and SpaceX launching Nvidia VR NLV72 AI computers in space next year; liked Gavin Baker’s third-party-evaluators read and a Grok Bot month-one take; RTd Bill Ackman’s skeptic view of the Anthropic/OpenAI announcements; and quote-tweeted Patrick O’Shaughnessy’s Walter Russell Mead conversation as must-listen amid the AI drama.
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Digest
What I posted, liked, and reposted.
042Farzad: Pace the FrontierFarzad reposted Dario Amodei’s “We Must Pace the Frontier” essay and Sam Altman’s agreement, Elon’s “Dario is right,” Demis Hassabis’s direction nod, and David Sacks’s “go ahead” pushback; argued AI control is makers vs…041Farzad: Cybercab at ~$2.07 a MileFarzad posted a Cybercab ride at ~$2.07 per mile with a cost-and-margin read (~$0.80 now, sub-$0.50 later, 75%+ margin if regs throttle supply), said physical-AI moat and Cybercab polish are hard to grasp without seat…040Farzad: Tesla Has Solved Self-DrivingFarzad quote-tweeted that after extended Cybercab time he is pretty confident Tesla has solved self-driving and that earnings will talk the profit-per-mile dynamic, posted Terafab and ASML Shorts plus a Model Y vs Model…
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Longer pieces from the videos.
462SpaceX's New Product Is About To Go ExponentialFarzad argues Grok Bot is not another chatbot. It is an always-on agent harness with its own cloud computer, and the multi-step token burn is why SpaceX wants the operating system for digital work.461SpaceX CFO Just Put $100B ARR and Orbital Compute on a ClockAt Goldman's Communacopia conference on September 10, SpaceX CFO Bret Johnsen said SpaceX believes it is on track for $100 billion ARR by year-end by annualizing December, just closed another hosting deal with an…460Nvidia Vera Rubin Will Slash the Price of EverythingAfter Nvidia’s Aug 26, 2026 print (106% YoY revenue on a ~$5T company), Farzad walks Vera Rubin NVL72: agents burn 4–15x chat tokens, Nvidia claims up to ~30x agent throughput per megawatt vs GB300, and Musk said SpaceX…
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