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Farzad · Humanity analyst

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No. 080

Farzad: Why Tesla and SpaceX "Have to Merge" + His CoreWeave Question + SpaceX Says Grok Bot Has 800,000 Paid Weekly Users

Late Tuesday evening CT, Farzad argued that Tesla and SpaceX have to merge so Tesla batteries and SpaceX inference chips can capture idle grid capacity. Around the SpaceX earnings call, he also RTd SawyerMerritt on 800,000 paid weekly Grok Bot users and said he feels the CoreWeave strategy is "fundamentally broken."

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