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: Meta Muse Is the AI Agent Normies Can Just Sign Up and Use
Farzad posted One Starship launch carries as much Starlink as 20 Falcon 9s (YouTube id TnaJyLkf8Jk); posted Meta Muse is the AI agent normies can just sign up and use (YouTube id EQYj6ALsFR8); posted Tesla FSD / Grok Bot / Meta Muse worldview; posted Grok Bot wins by being model agnostic and SpaceX the biggest hyperscalers; posted If Grok Bot gets a QuickBooks connector; QTd @bot on Grok Bot Finance integration, OpenAIDevs on ChatGPT Agents / DevDay, Kalshi on Tesla Cybercab fleet in Texas to 127, and WorldlyReviewer on Austin robotaxi after the doubled fleet; RTd SawyerMerritt (Cybercab fleet doubled / 58→125 Texas registrations), ethanmckanna (70-100ish concurrent Austin Cybercabs), ALScyborg (Cab Swap), and dhh (agents try more).
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Digest
What I posted, liked, and reposted.
055Farzad: Colossus 2 Just Went Gigawatt with Nvidia GB300sFarzad 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…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…
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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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