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
The $500 Billion Nvidia Financing Push Is the Real AI War
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Nvidia announced compute-financing platforms with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR designed to mobilize more than $500 billion of third-party capital for AI…
This week's signal
No. 033
Farzad: Grok Bot Revenue Massively Underestimated
Farzad says Grok Bot revenue is massively underestimated, SpaceXAI will optimize models for its own harness, and agents will run locally on SpaceX/Tesla hardware. He posted that you can run Grok Build CLI inside a Grok Bot and copy his Researchy. He also reposted Jensen Huang that AI is reindustrializing America and Elon that AI will be superhuman at anything digital by the end of next year.
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Digest
What I posted, liked, and reposted.
032Farzad: SpaceX Will Cast Turbine Blades In-HouseFarzad quote-tweeted Elon: SpaceX and Tesla each building 100GW/year of solar, with SpaceX in-house blade-and-vane casting to pull natural-gas turbines forward by up to 18 months. He also reposts Kalshi that NASA chief Jared Isaacman says Starship nearly weekly in 2027, and a bigger Dallas Robotaxi service area.AI & Automation031Farzad: SpaceX and Anthropic vs OpenAIFarzad 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 & Automation030Farzad: 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 & Automation
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