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 04, 2026All exclusives →

Inside Colossus 2: The Race Is Time to Useful Work

Buying a million chips does not give you a million chips working.

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This week's signal

NOV 04, 2026No. 094

Farzad: "$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 bottlenecks," predicts AI satellites in space are "about to accelerate 1000x," and posts his Shawty stats: about $0.18 per video.

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Digest

What I posted, liked, and reposted.

093NOV 03, 2026Farzad: "Elon Is a Business Freight Train" + AI CAPEX Bubble "Will Be Proved So Wrong"The Washington Post reports that the possibility of a SpaceX mobile network has rattled major carriers. Farzad calls Elon "a business freight train." He also predicts 2027 brings "insanely profitable companies" and…AI & Automation 092NOV 02, 2026Farzad: "Which Token Makes SpaceX More Money?" + Robotaxi in Fort Worth "Starting Tomorrow"Farzad says the Grok Bot "problem" at SpaceX is misunderstood: tokens for outside models sold at spot pricing likely earn more today, but Grok Bot demand could change that. Sunday at 11:36pm CT, Robotaxi posted that it…AI & Automation 091NOV 01, 2026Farzad: Tesla Says Robotaxi Drove 3.1 Million Miles and Injured No One + Tesla Stock "Literally Changed My Life"Farzad posted a video titled "Tesla Says Robotaxi Drove 3.1 Million Miles and Injured No One." Elon says Macroharder and Minihard both have 220k GB300s, with Gun Range on track for end of November. Cleo Abram toured…AI & Automation

Exclusive

Longer pieces from the videos.

508NOV 03, 2026Starship's Ride Home Gets Made From Mars Air And IceA Mars trip only has a return leg if a factory on the surface turns carbon dioxide and buried ice into liquid methane and oxygen. Here is the chemistry, the power bill, the ice math, and why the factory has to start…Musk & Strategy

507NOV 02, 2026Why SpaceX Wants Your Phone BillThe Washington Post reports SpaceX is in talks with EchoStar to buy Boost Mobile or use its network. Satellites can carry a signal, but they cannot sign up, bill and keep 7.4 million customers. The phone bill is the…Musk & Strategy

506NOV 02, 2026How Starlink Keeps A Laser On A Moving SatelliteStarlink satellites fly at about 17,000 mph, yet the right neighbor can hold a fixed direction in view. That geometry, plus prediction, acquisition, tracking and point-ahead aiming, lets lasers hold links for weeks…Musk & Strategy

505NOV 01, 2026Why Elon Bet Starship on HexagonsThe 18,000 dinner-plate tiles on the Starship belly are hexagons for a reason Elon gave in 2019: no straight path for hot gas. The real fight is the work between landing and the next launch, and that turnaround decides…Musk & Strategy

504NOV 01, 2026How Starlink Actually Works, From Flat Dish To Space LaserA Starlink Mini on a boat stays online while the satellite it talks to crosses the sky. The trick is timing inside a flat panel and lasers between satellites, from factories turning out about 10 spacecraft and more than…Musk & Strategy

503OCT 31, 2026Neuralink Is Building Both Ends Of The CallBlindsight is designed to carry a camera image into the visual cortex. The speech implant carries intended words out: 75 words per minute for one ALS participant in week one. Neuralink is building both directions of the…AI & Automation

502OCT 30, 2026SpaceX Is Going To War With Your Phone CarrierSpaceX builds the satellites, launches them on its own rockets, and is lining up its own airwaves. My read: that stack lets it add phone coverage at a cost Verizon, AT&T and T-Mobile cannot match, and Starship widens…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

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