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.

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OCT 17, 2026

The INSANE Physics Behind Tesla's New Roadster

Every car is capped by the grip of its tires.

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This week's signal

OCT 18, 2026No. 077

Farzad: "Interesting Theory" on a Roadster Space Pitch From BenSchafferUP + Farzad Backs His Call to Merge SpaceX and Tesla + Elon Says Grok Bot Gets About 20 Improvements a Day

BenSchafferUP floated a theory Saturday late evening CT that Roadster deposits may be funding personal space transportation, and Farzad quoted it: "Interesting theory." Farzad also backed his call to merge SpaceX and Tesla, SawyerMerritt previewed an Elon interview with Walter Isaacson due Tuesday, and Elon said Grok Bot gets about 20 improvements a day.

AI & AutomationRead it →

Digest

What I posted, liked, and reposted.

076OCT 17, 2026Farzad: Thank You BenSchafferUP for an UNFORGETTABLE Night + 2 Roadster Physics Checks + ethanmckanna Tracks a Record Day for Cybercab Sightings in Austin + Elon Says Grok Bot Got Much FasterFarzad thanked BenSchafferUP for an "UNFORGETTABLE night" Friday late morning CT, after the Tesla Roadster event, and later posted two Roadster physics checks, including "Tesla Says 0-60 in 0.81 s." Elon said Grok Bot…AI & Automation 075OCT 16, 2026Farzad: Why Did They Give Me Earplugs + 12 Posts From the Tesla Roadster Event + Elon Says SpaceX and Nvidia Star Mind Computer Reaches Volume Production Next Year + Elon Says Grok Bot Has No Free TierFarzad was at the Tesla Roadster event Thursday night CT, posted "Why did they give me earplugs lol" before the show and then 12 Roadster posts with titles like "Tesla Says Roadster Production Starts in 2028." Elon said…AI & Automation 074OCT 15, 2026Farzad: Dear Amazon, I Am Not an Agent + Elon Floats an Amazon Competitor + Seeing the Roadster Demo Live + Polymarket Says Gasoline-Only Cars Fell Below 50% of New Vehicle SalesIn a post addressed to Amazon, Farzad wrote "I am not an agent" and called the shopping block a generational fumble. Elon replied that Grok Bot can find the best deal on the Internet and later floated an Amazon…AI & Automation

Exclusive

Longer pieces from the videos.

490OCT 17, 2026The Insane Physics Behind LightIn Jensen Huang's math, a million GPUs would burn 180 megawatts on plugs that only move data. Light already won that job. Doing AI's math with light is the next fight, and it is still in the lab.AI & Automation

489OCT 16, 2026Human SlopEveryone calls AI work slop. Nobody talks about the human slop we already accept, from great people stuck in the wrong jobs to car accidents. Why the models crossed a threshold, and which one to try first.AI & Automation

488OCT 15, 2026Tesla Just Flew the New Roadster With SpaceX ThrustersTonight Tesla and SpaceX showed the new Roadster flying, doing a kickflip, and sticking to the ground with fan suction. Elon said it will be the only manually driven Tesla long-term, and that production starts in 2028…Tesla

487OCT 14, 2026Nobody's Ready for What Elon, Bezos & Palantir Are BuildingElon wants a billion robots, Bezos wants the moon and orbital data centers, and Karp is betting on what nobody else knows. Cheap intelligence, slow atoms, a barbell economy, and why chess says AI can amplify people.Musk & Strategy

486OCT 12, 2026The INSANE Secret Plan of AI CEOs (not what you think)Picture a drug company CEO who plans to just license AI for a few years. But Anthropic now runs a wet lab and drug programs, and Dave Blundin thinks the labs will keep their best models in house and sell the drugs…AI & Automation

485OCT 09, 2026Tesla, SpaceX & xAI Are About to Make HistorySpaceX wants to put a giant Nvidia AI computer in orbit. My bet: it is part of one flywheel, with xAI as the brain, SpaceX the vessel, Tesla the body, and Optimus going after a labor market north of $40 trillion a year.Musk & Strategy

484OCT 09, 2026Elon's Insane SpaceX Phone AnnouncementStarlink on a phone works on a hiking trail and drops the moment you walk inside. The fix is low band spectrum, the bass that gets through walls, and Elon calls SpaceX's 800 MHz deal the last critical piece of the…Musk & Strategy

Books

Abundance or Collapse — book cover

Abundance or Collapse

The fork in the road for AI, robotics, and civilization

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Master Plan — book cover

Master Plan

What Elon Musk is really building

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