What AI and robots do to the next 20 years.
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This week's signal
Farzad: NVIDIA Makes Money No Matter Which Model Wins
Farzad posted NVIDIA Makes Money No Matter Which Model Wins and This Letter Will Decide Who Controls Intelligence (Shorts) with Full video replies to 5 AI CEOs Just Said the Same Thing; posted The Secret Plan Behind SpaceX’s $100 Billion Project; quote-tweeted muskonomy on Elon dropping Apple from the antitrust suit while still suing OpenAI; argued today’s frontier models already clear a low AGI bar; asked for a public X Space with Vance, Trump, Bernie, Elon, Dario, and Sam; RTd Sawyer on Waymo Las Vegas public rides (15 U.S. cities per Sawyer); RTd stepfanie’s America-is-the-frontier take and ssankar on AI-safety-as-ideology; and said he left an item in a Cybercab and couldn’t reach Robotaxi by phone.
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Digest
What I posted, liked, and reposted.
043Farzad: Anthropic Wants Washington to Slow Open ModelsFarzad posted Anthropic Wants Washington to Slow Open Models; reposted Elon on Grok 4.7–5 pacing, Grok 4.8 as a 2.5T model finishing training this week on a new C++ stack from Starlink, and SpaceX launching Nvidia VR…042Farzad: Pace the FrontierFarzad reposted Dario Amodei’s “We Must Pace the Frontier” essay and Sam Altman’s agreement, Elon’s “Dario is right,” Demis Hassabis’s direction nod, and David Sacks’s “go ahead” pushback; argued AI control is makers vs…041Farzad: Cybercab at ~$2.07 a MileFarzad posted a Cybercab ride at ~$2.07 per mile with a cost-and-margin read (~$0.80 now, sub-$0.50 later, 75%+ margin if regs throttle supply), said physical-AI moat and Cybercab polish are hard to grasp without seat…
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Longer pieces from the videos.
462SpaceX's New Product Is About To Go ExponentialFarzad argues Grok Bot is not another chatbot. It is an always-on agent harness with its own cloud computer, and the multi-step token burn is why SpaceX wants the operating system for digital work.461SpaceX CFO Just Put $100B ARR and Orbital Compute on a ClockAt Goldman's Communacopia conference on September 10, SpaceX CFO Bret Johnsen said SpaceX believes it is on track for $100 billion ARR by year-end by annualizing December, just closed another hosting deal with an…460Nvidia Vera Rubin Will Slash the Price of EverythingAfter Nvidia’s Aug 26, 2026 print (106% YoY revenue on a ~$5T company), Farzad walks Vera Rubin NVL72: agents burn 4–15x chat tokens, Nvidia claims up to ~30x agent throughput per megawatt vs GB300, and Musk said SpaceX…
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