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 07, 2026All exclusives →

The First Orbital Rocket That Could Come Home Whole

SpaceX says it will try to catch both Super Heavy and the Starship upper stage on one flight.

Read the breakdown Watch on YouTube

Prefer the daily pulse? Read the Digest →

Up next

This week's signal

NOV 07, 2026No. 097

Farzad: "Exactly What's Going to Happen" + "The HOW Should ALWAYS Be the Job of the Agent"

Elon says SpaceX will try to catch both Super Heavy and Starship on the upcoming flight, and that information moving through space will ultimately exceed current Earth traffic by "a trillion trillion times." Farzad calls it "exactly what's going to happen." Plus his agent rule and a documentary he's in.

AI & AutomationRead it →

Digest

What I posted, liked, and reposted.

096NOV 06, 2026Farzad: "Room to Negotiate" + "Please Bury the Hatchet"Farzad says there is "room to negotiate" on Texas data centers after Gavin Baker interprets her proposed pause as applying to new permits. He posts an open letter asking Elon and Democrats to "bury the hatchet." Plus a…AI & Automation 095NOV 05, 2026Farzad: "Even the Data Center Issue Is Short Lived" + "Tesla and SpaceX FAR Too Valuable to America"Farzad says "even the data center issue is short lived" and calls a predicted Tesla and SpaceX market reckoning "a bunch of bullshit." Jay Yoon expects Texas delays, not a shutdown. Daniel Newman says "location is now…AI & Automation 094NOV 04, 2026Farzad: "$SPCX Core Competency Is Working Around Massive Bottlenecks" + "AI Satellites in Space About to Accelerate 1000x"Sawyer Merritt reports SpaceX announced a Qualcomm partnership to build Starlink Mobile’s terrestrial 5G network, with deployment beginning in 2027. Farzad says "$SPCX core competency is working around massive…AI & Automation

Exclusive

Longer pieces from the videos.

515NOV 06, 2026Google Built Robots A Practice RoomA four-legged robot opening a trash bin looks like a stunt. The real story is the rehearsal: Google showed an AI model building a simulated copy of the bin so the robot could practice first. Cheap practice plus honest…AI & Automation

514NOV 06, 2026Elon Musk to Ron Baron: A 1 TW-a-Year Terafab AmbitionAt the Baron Investment Conference on Nov 6, Elon Musk described a Terafab goal of producing AI chips rated at about 1 TW in total each year. His rough 30-times comparison uses his forecast for 2027 AI chip production…Musk & Strategy

513NOV 06, 2026Boeing Baked an Airliner Out of Plastic. The Seams Cost Billions.Half the structural weight of the Boeing 787 is carbon fiber reinforced plastic, wound by robots and baked in giant ovens. The material bet worked well enough that Airbus followed it. The supplier bet, rigid barrels…Musk & Strategy

512NOV 05, 2026The Thermos Trap: Why Cooling AI in Space Comes Down to Launch CostA viral post said vacuum makes orbital data centers impossible to cool. I think the physics says otherwise. Radiated heat climbs with temperature to the fourth power, a warm two-sided panel can shed the 1,300 watts per…Musk & Strategy

511NOV 05, 2026Is Elon Screwed? Congress Can Subpoena Him, Not His RocketsElon spent more than $445 million on the 2026 midterms and watched Democrats take both chambers. Subpoenas are coming in 2027. My argument: Congress can grill the man, but SpaceX launches, Starshield, the Tesla versus…Musk & Strategy

510NOV 04, 2026SpaceX Picks Qualcomm To Put Starlink On Your Street CornerSpaceX picked Qualcomm to put Starlink Mobile on tens of thousands of US cell sites starting in 2027. Satellites cannot carry a crowded city block or reach your couch. Ground radios can. What is still open: site leases…Musk & Strategy

509NOV 04, 2026Inside Colossus 2: The Race Is Time to Useful WorkBuying a million chips does not give you a million chips working. Colossus 2 is a construction job: borrowed buildings, temporary turbines, chillers, 800 gigabit network cards and fiber counts. SpaceX's edge is how fast…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

AI for small businesses.

Tell me what you run. We pick tools that fit and put agents on the work.

Watch, read, follow

YouTubeVideos.DigestThe X pulse.ExclusiveThe video essays.XPosts.