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 12, 2026All exclusives →

Why SpaceX Rebuilt Grok On Starlink Code

SpaceX dumped the standard AI software and rewrote Grok's RL and inference stack in C and C++ using…

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NOV 12, 2026No. 102

Farzad: SpaceX compute profit "truly bananas" + Robotaxi 24/7 "HUGE news."

Farzad predicted SpaceX will be the world's most valuable company by the end of 2027 and called the profit it will make on compute "truly bananas." Plus Deirdre Bosa's 90 day cancel question, a datacenter fiscal surplus take, Robotaxi's 24/7 post, Elon on Cybertruck through summer 2027 and Grok Bot 1.0.

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Digest

What I posted, liked, and reposted.

101NOV 11, 2026Farzad: SpaceX solar deal "Absolutely nuts numbers" + Dow nuclear "AMAZING."SpaceX signed a major supply contract with Singulus for solar cell manufacturing, and Farzad called it "Absolutely nuts numbers." Elon put the order at 100 GW/year. Plus FCC spectrum, Southaven turbines, Tesla passing…AI & Automation 100NOV 10, 2026Farzad: Grok Bot "SIGNIFICANTLY improved for me" + Fable 5.2 "20% cheaper"Farzad says Grok Bot SIGNIFICANTLY improved for him Monday morning, and that afternoon the @bot account reset weekly limits. Joey Gilkey says the team admitted the weekend trouble came almost entirely from pulling Opus…AI & Automation 099NOV 09, 2026Farzad: "I don't see how Waymo survives into next year" + Grok Bot "made me want to tear my hair out"The @robotaxi account announced San Antonio service, which opened Monday, November 9, and a bigger Austin area. Farzad says he doesn't see how Waymo survives into next year. After a rough couple of days with Grok Bot…AI & Automation

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523NOV 12, 2026Optimus Has To Go To School Before It Goes To WorkElon says Tesla needs on the order of 10,000 or 20,000 Optimus robots to generate training data. That only makes sense if building the robot is part of solving the AI. The academy's value is messy practice, a curriculum…AI & Automation

522NOV 11, 2026When Work Runs on a Meter, Who Pays for Everything Else?Work is starting to sell like electricity, off a meter, by the unit. That squeezes the income and payroll taxes behind about 86% of federal revenue. Here is what metered labor does to the wage bill and the tax base, and…Economy

521NOV 11, 2026The Solar Cell Factory Step SpaceX Could Not SkipThe Singulus deal is a factory story. At the stated 100 gigawatt goal, orbital AI needs billions of square feet of solar cells a year. Earth grids cannot deliver the power, boutique space cells cannot hit the rate, and…Musk & Strategy

520NOV 10, 2026Why Elon Would Rather Rent Optimus Than Sell ItAsked whether Tesla would sell or rent Optimus, Elon Musk said "probably rent them." That one answer turns a robot maker into a seller of labor hours. Here is the SpaceX compute template behind it, the cost math on…Musk & Strategy

519NOV 09, 2026The Token Factory Squeeze: Why An AI Slowdown Makes SpaceX A Profit MachineAI agents are multiplying token demand while grid queues, transformer waits and local fights stall new data centers. My argument: in that squeeze, SpaceX holds both halves, fast-built compute and its own models. Rivals…Musk & Strategy

518NOV 08, 2026The Bandwidth Wall: Why I Think Machine Traffic Could Strain the InternetAI agents could put new pressure on networks. That is my argument, not a measured global shortage. Cloudflare’s non-human traffic forecast and TeleGeography’s international capacity figures measure different things…Musk & Strategy

517NOV 07, 2026Inside the Room: How Starship Went From No-Go to OrbitSpaceX's film goes inside Starship's first orbital flight. An engine shut down, the team initially called no-go for orbit, and Elon challenged the requirement while engineers checked whether the ship could safely…Musk & Strategy

Books

Abundance or Collapse — book cover

Abundance or Collapse

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

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Master Plan — book cover

Master Plan

What Elon Musk is really building

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