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.

NOV 01, 2026All exclusives →

How Starlink Actually Works, From Flat Dish To Space Laser

A Starlink Mini on a boat stays online while the satellite it talks to crosses the sky.

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NOV 01, 2026No. 091

Farzad: Tesla Says Robotaxi Drove 3.1 Million Miles and Injured No One + Tesla Stock "Literally Changed My Life"

Farzad posted a video titled "Tesla Says Robotaxi Drove 3.1 Million Miles and Injured No One." Elon says Macroharder and Minihard both have 220k GB300s, with Gun Range on track for end of November. Cleo Abram toured Neuralink and its R1 surgical robot. Farzad on his Tesla stock: "literally changed my life."

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Digest

What I posted, liked, and reposted.

090OCT 31, 2026Farzad: Grok Bot "Only Gives Direction on DO NOTs" + Tesla Sales Are "Going to Explode Next Year"Farzad says Grok Bot users hooking up Claude or Astra should let Grok Bot orchestrate and give direction only on DO NOTs: "It does not dictate DOs. HUGE difference." He projected Tesla sales are "going to explode next…AI & Automation 089OCT 30, 2026Farzad: "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…AI & Automation 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

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Longer pieces from the videos.

503OCT 31, 2026Neuralink Is Building Both Ends Of The CallBlindsight is designed to carry a camera image into the visual cortex. The speech implant carries intended words out: 75 words per minute for one ALS participant in week one. Neuralink is building both directions of the…AI & Automation

502OCT 30, 2026SpaceX Is Going To War With Your Phone CarrierSpaceX builds the satellites, launches them on its own rockets, and is lining up its own airwaves. My read: that stack lets it add phone coverage at a cost Verizon, AT&T and T-Mobile cannot match, and Starship widens…Musk & Strategy

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

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

AI for small businesses.

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