Humanity analyst · AI · robotics · 1–20 years
What AI and robots do to the next 20 years
Farzad is a humanity analyst. The work is to help you understand disruptive innovations (AI, robotics, energy, geopolitics, the Muskverse) and how they shape the next 1, 5, 10, and 20 years, so you can make better decisions.
This week's call
Starbase Louisiana Is Built for Thousands of Starship Flights
Loads from YouTube only after you press play.
SpaceX and Louisiana put a $100 billion Starship spaceport on coastal Vermilion Parish.
This week's signal
No. 029
Farzad: Humanoid Labor Gets Cheaper as It Scales
Farzad says humanoid robots are the only labor pool that gets cheaper as it scales, calls NVDA earnings a just-getting-started print, and argues the business-ready Grok Bot harness will outvalue OpenAI plus Anthropic.
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Digest
What I posted, liked, and reposted.
028Farzad: Louisiana Just Locked StarbaseFarzad congratulates Louisiana on Starbase, calls SpaceX Starlink giveback another Abundance proof, and flags that the +31 data-center swing is a May Rainey Center message test, not a new overnight poll.AI & Automation027Farzad: A Data-Center Ban Exports the UpsideFarzad says a U.S. data-center ban exports the upside, asks hyperscalers to coin an Abundance Dividend for host zip codes, and argues people massively underestimate how fast Grok bot lifts $SPCX revenues.AI & Automation026Farzad: Deliver AI Benefits. Stop Explaining Them.Farzad to AI leaders: prove abundance instead of explaining it. Vercel AI Gateway open-weight tokens hit 62% on Aug 22, up from 28.4% on Jun 24. Farzad calls that bullish for $SPCX.AI & Automation
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