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The New Products That Will Define 2027
A Tesla that drives itself to Starbucks while Grok Bot orders the coffee is the first look at physical things…
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This week's signal
Farzad: NVIDIA + AWS AI Buildout + Starship Economics + CPUs Sold Out
Farzad posted NVIDIA and AWS Just Locked In the AI Buildout and Starship Flips the Economics of Space for AI (native X videos); posted Why CPUs Are About To Be Sold Out Everywhere, that SpaceX destroys everyone in AI if they go insanely HAM on CPU data centers for agentic workloads, that we're gonna need so many CPUs, and I think I need my own data center; posted How AI Learned To Think and quote-tweeted it saying his Grok @bot Video Creator made it 100% autonomously; projected AI hits 50% paid adoption by 2030 off rubenhassid's 2% to 50% timelines; quote-tweeted sspencer_smb that Tesla passed Waymo deployment in Austin as a big $TSLA milestone; called FSD massively deflationary for luxury transport off SawyerMerritt's Oppenheim Bentley to Model Y; called Texas the 51st State off unusual_whales' ~$2.9T GDP note; RTd TeslaLarry's growing Terafab partner list; flagged bryan_johnson's Tobi biomarker race writeup as a must read.
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Digest
What I posted, liked, and reposted.
063Farzad: Grok Bot Made the Whole Video + Terafab + FSD LuxuryFarzad posted How AI Learned To Think (native X video) and quote-tweeted it saying it was 100% autonomously created with his Grok @bot Video Creator; quote-tweeted mrfundman saying the @bot creator reward program…062Farzad: OpenAI's Weird Pickle — Cerebras Deal + Starship V3 + TerafabFarzad posted that OpenAI is in an extremely weird pickle (Anthropic better models, SpaceX better agents, Meta bigger reach); posted Cerebras has an enormous OpenAI inference deal and Starship is in orbit with 26…061Farzad: SpaceX Picked NVIDIA — Humanoid Robots + Robotaxi in the StormFarzad posted SpaceX Picked NVIDIA. Here's What That Means and Nobody Knows Just How Close Humanoid Robots Are (native X videos); quote-tweeted _albertorod_ Atlas dexterous hands Impressive!!!; quote-tweeted a16z that…
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479Why CPUs Are About To Be Sold Out EverywhereEveryone is watching GPUs, but AI agents hand their searching, clicking and code runs to the CPU, the head chef of the data center, and with the CPU to GPU ratio moving from 1:8 to 1:4, I think the next chip crunch hits…478How AI Learned To ThinkA wedding toast stays flat while AI writes computer-checked Olympiad proofs. The split is not heart. It is the answer key: reinforcement learning with verifiable rewards, jagged capability, and who owns the checker.477Nobody Knows Just How Close Humanoid Robots ArePhysical AI is the real story under the doomsday headlines. Cybercab already proves world models work in the real world, car factories already hold the supply chain, and once humanoids hit a few dollars an hour of…
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