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Farzad · Humanity analyst

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Nobody's Ready for What Elon, Bezos & Palantir Are Building

Elon wants a billion robots, Bezos wants the moon and orbital data centers, and Karp is betting on what…

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This week's signal

No. 074

Farzad: Dear Amazon, I Am Not an Agent + Elon Floats an Amazon Competitor + Seeing the Roadster Demo Live + Polymarket Says Gasoline-Only Cars Fell Below 50% of New Vehicle Sales

In a post addressed to Amazon, Farzad wrote "I am not an agent" and called the shopping block a generational fumble. Elon replied that Grok Bot can find the best deal on the Internet and later floated an Amazon competitor, which Farzad liked and RTd.

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What I posted, liked, and reposted.

073Farzad: Agents Will Use Compute Orders of Magnitude More Than Humans + A New Profession Called Creator + SpaceX Seeks Up to 456 Starship Launches a Year + Gemini Argon Plays CornholeFarzad thinks agents will use CPUs/GPUs/Memory orders of magnitude more than humans ever could, and that it's inevitable Tesla/SpaceX get into the GPU/CPU/Memory game. Farzad also liked and RTd SawyerMerritt on SpaceX…AI & Automation072Farzad: Don't Sleep on Zuck & Meta + The X Subscription + Sacks on Anthropic's Distillation Defenses + Robotaxis vs SpeedingFarzad thinks it's Anthropic + SpaceX + Meta long term and that OpenAI is entering a period of playing catch-up in everything. Farzad also liked posts on the new X Subscription tiers and RTd David Sacks on Anthropic…AI & Automation071Farzad: Grok Bot and Grok 5 Will Melt Faces + AI Companies as GDP Accelerators + Cybercab vs Waymo in Austin + Karpathy's LLM FunnelFarzad guessed Grok Bot plus Grok 5 is going to melt people's faces off and wouldn't be surprised if it begins materially impacting GDP within 12 to 18 months. Farzad also argued AI companies need to be GDP…AI & Automation
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486The INSANE Secret Plan of AI CEOs (not what you think)Picture a drug company CEO who plans to just license AI for a few years. But Anthropic now runs a wet lab and drug programs, and Dave Blundin thinks the labs will keep their best models in house and sell the drugs…AI & Automation
485Tesla, SpaceX & xAI Are About to Make HistorySpaceX wants to put a giant Nvidia AI computer in orbit. My bet: it is part of one flywheel, with xAI as the brain, SpaceX the vessel, Tesla the body, and Optimus going after a labor market north of $40 trillion a year.Musk & Strategy
483Elon Says We're in the Singularity. Here's Why.An AI tried about 700 changes to Andrej Karpathy's small AI project, and Elon replied "We are in the singularity." Here is the loop behind that reply: AI improving AI, the judge, four brakes, and the falling price of…AI & Automation
482Elon's Shocking SpaceX AnnouncementElon posted about Grok Bot choosing the best model possible and quoted my old post calling it. My case: SpaceX serves those models at cost on its own compute, and the agent harness becomes the most underrated part of…AI & Automation
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Books
Abundance or Collapse — book cover

Abundance or Collapse

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

AmazonPDF + ePUB
Master Plan — book cover

Master Plan

What Elon Musk is really building

Amazon
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