AI and Robotics Analysis | Farzad

What AI and robots do to the next 20 years

Farzad · Humanity analyst

AI, robotics, energy, geopolitics, the Muskverse: what each shift does over the next 1, 5, 10, and 20 years, so you can decide.

OCT 30, 2026All exclusives →

SpaceX Is Going To War With Your Phone Carrier

SpaceX builds the satellites, launches them on its own rockets, and is lining up its own airwaves.

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OCT 30, 2026No. 089

Farzad: "SpaceX vs Legacy Telecomm Has Officially Begun" and Is "About to Get Nasty" + Elon Says Grok 4.8 "Will Not Be a Disappointment"

Sawyer Merritt reported that SpaceX is accusing T-Mobile and other legacy carriers of trying to harm the company, quoting a new SpaceX filing to the FCC. Farzad wrote that SpaceX vs Legacy Telecomm "has officially begun" and is "about to get nasty." Elon says Grok 4.8 "will be incredibly useful."

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Digest

What I posted, liked, and reposted.

088OCT 29, 2026Farzad: His "Super Hot Take" Says Uber Should Shed Its Entire Transport Business for the Human-to-Human Gig Economy + He Puts Robotaxi at "$0.60 Cost to Tesla"In what he called a super hot take, Farzad says Uber would be way better off shedding its entire transport business and going all in on a next-gen gig economy between humans. In a reply, he estimated Robotaxi is "$0.60…AI & Automation 087OCT 28, 2026Farzad: United Airlines CEO Says a Plan to Put Starlink on 65% of the Fleet Became "All-In," Calls Delta Skipping It "a Mistake" + Elon Says 10k Starship Launches a Year Is "Just From Starbase Louisiana"The United Airlines CEO says a plan to put Starlink on 65% of the fleet turned into all-in after passenger anecdotes, and calls Delta skipping it "a mistake." Farzad RTd both SawyerMerritt posts. Early Wednesday he RTd…AI & Automation 086OCT 27, 2026Farzad: Anthropic IPO Filing Says It Agreed to Spend Up to $120.5B on SpaceX Compute Through 2029, SpaceX Secures a $40B GPU Lease With an Apollo-Managed Entity + Farzad Says Tesla Victory in Autonomous Transport Will Be "Unstoppable for Years (Decades?)"The Anthropic IPO filing says it agreed to spend up to $120.5B on SpaceX compute through 2029, and SpaceX says it secured a $40B GPU lease with an Apollo-managed entity. Farzad RTd both. Late Monday he called Tesla…AI & Automation

Exclusive

Longer pieces from the videos.

501OCT 29, 2026The One-Person Team Test For Meta MuseEvery tech giant wants an agent for small business. Meta Muse will win or lose on a plain test: does a solo owner get real hours back after setup, review and corrections, while keeping control of spending and the…AI & Automation

500OCT 28, 2026Why SpaceX Is Dropping 4,400 Starlinks Closer to EarthSpaceX is lowering about 4,400 Starlinks from roughly 550 km to roughly 480 km, into a tighter shell. Michael Nicolls says a dead satellite there falls out in months instead of years. Elon Musk says smaller beams let…SpaceXAI & Automation

499OCT 23, 2026Count the Containers, Not the GigabytesA robot hauling containers between two workstations makes a boring demo. Farzad argues it is the right test for Optimus: how much reliable work Tesla can get from hardware it can actually build at scale, measured in…TeslaAI & Automation

498OCT 22, 2026Why SpaceX Is Learning How Metal FreezesElon says turbine suppliers tell SpaceX the blades and vanes trail the rest of the machine by 12 to 18 months. Inside the hottest part of an AI power plant: creep, single crystals, ceramic cores, and the proof SpaceX…SpaceXEnergy

497OCT 22, 2026Google Built the Chip. SpaceX Built the Railroad.A Google AI experiment reached orbit on a shared SpaceX ride, aboard a satellite Planet built with Google. Farzad argues the ride matters as much as the chip, because cheaper launch changes what engineers can afford to…SpaceXAI & Automation

496OCT 21, 2026SpaceX Lives Or Dies By The Run RateElon floated $500 billion to $1 trillion in annual recurring revenue and joked it could give his CFO a heart attack. On reported numbers SpaceX looks expensive at about $2 trillion. Whether it is actually undervalued…SpaceXAI & Automation

495OCT 20, 2026Elon Musk Makes Shocking PredictionsOn the SpaceX Q3 call, Elon Musk said annual recurring revenue could hit $500 billion to $1 trillion by the end of 2027. The quarter just closed at $14.6 billion. Here is the math behind the claim, the compute plan…Musk & Strategy

Books

Abundance or Collapse — book cover

Abundance or Collapse

The fork in the road for AI, robotics, and civilization

Amazon PDF + ePUB

Master Plan — book cover

Master Plan

What Elon Musk is really building

Consulting

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