What AI and robots do to the next 20 years.
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We Need To Talk About Meta Muse
Farzad sold Palantir to buy Meta.
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This week's signal
Farzad: Colossus 2 Just Went Gigawatt with Nvidia GB300s
Farzad posted Tesla & SpaceX's New Product Is Elon's Bet Of A Lifetime; posted SpaceX Controls Rockets, Satellites, Starlink, and xAI Demand (YouTube id 4VDAzWeC44k); posted Colossus 2 just went gigawatt with Nvidia GB300s (YouTube id yPXNT2j_qc4); posted Cybercab has no steering wheel and you can book it in Austin (YouTube id nFcFE8eIHvk); posted We Need To Talk About Meta Muse; QTd SawyerMerritt on Cybercab registrations / Austin geofence and Polymarket on OpenAI misaligned agent spam; RTd WatcherGuru (Brian Armstrong / Grok on Coinbase), mikepat711 (Opus 5.5 + Grok Bot), and SawyerMerritt (Grok Bot Creator Rewards).
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Digest
What I posted, liked, and reposted.
054Farzad: NVIDIA Lined Up Over $500 Billion for AI InfrastructureFarzad posted NVIDIA Lined Up Over $500 Billion for AI Infrastructure and Chips in Space Have Nowhere to Dump Their Heat (same YouTube id 4VDAzWeC44k on both Full video replies); posted SpaceX's new AI product isn't a…053Farzad: SpaceX Wants 100 Gigawatts of Orbit ComputeFarzad posted SpaceX Wants 100 Gigawatts of Orbit Compute Per Year and SpaceX Just Committed to Build Exclusively on NVIDIA (same YouTube id 4VDAzWeC44k on both Full video replies); QTd DevinOlsenn on Grok Bot ordering…052Farzad: Grok Bot Is Live in TeslasFarzad said Grok Bot is now implemented in Teslas (early SpaceXAI access; QT SawyerMerritt launch — voice tasks, no separate app, SuperGrok Heavy only for now, connectors for all; talk-to-car agents while FSD drives…
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Longer pieces from the videos.
470Tesla & SpaceX's New Product Is Elon's Bet Of A LifetimeI gave my Grok Bot a raw video and no direction, and it came back with a decent edit built from the transcript alone. Macrohard, also called Digital Optimus, is Tesla and SpaceX trying to build AI agents that actually…469Tesla Semi Deliveries Start This Week. It's Built From Cybertruck and Cybercab PartsTesla launched high-volume Semi production at Giga Nevada and says deliveries begin this week, with a plan for 50,000 trucks a year. The new truck runs on in-house 4680 cells, a Cybertruck stator, Cybertruck steering…468Elon Musk & Jensen Huang Finally Reveal the TruthJensen Huang calls the AI doom panic made up. Elon Musk says AI is going to be very dangerous. The two are building compute together on Earth and in orbit. Farzad follows the incentives behind the split: chips, tokens…
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