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
No One Sees What SpaceX and Nvidia Are Building
Loads from YouTube only after you press play.
On SpaceX’s first earnings call, Elon said the company would build exclusively on Nvidia.
This week's signal
No. 031
Farzad: SpaceX and Anthropic vs OpenAI
Farzad reads Cursor's Anthropic-at-SpaceX line as SpaceX and Anthropic teaming against OpenAI, says investible capital may run out before an AI bubble pops, and ties Axios's China/data-center story to a coming boom once people try long-running agents and self-driving.
AI & AutomationRead it →
Digest
What I posted, liked, and reposted.
030Farzad: Grok Bot Wins If It Stays Model AgnosticFarzad says Grok Bot wins if SpaceXAI builds the orchestrator that picks models by cost and speed, reframes AI bubble talk as a wealth-gap problem, and puts Elon's ~$3.5T SpaceX revenue guess at roughly 92% CAGR into 2033.AI & Automation029Farzad: Humanoid Labor Gets Cheaper as It ScalesFarzad 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.AI & Automation028Farzad: 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 & Automation
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