Humanity analyst · AI · robotics · 1–20 years
What AI and robots do to the next 20 years
Farzad is a humanity analyst. The work is to help you understand disruptive innovations (AI, robotics, energy, geopolitics, the Muskverse) and how they shape the next 1, 5, 10, and 20 years, so you can make better decisions.
This week's call
Forget Nvidia. Farzad Says SpaceX Is the New King of AI
Loads from YouTube only after you press play.
Grok 4.6 scored 61 on Artificial Analysis, level with GPT-5.6 Sol, at $2/$6 per million tokens versus Sol at $5/$30.
This week's signal
No. 035
Farzad: X Ads API Plugin Same Day
Farzad asked for a Grok Bot X Ads API path to manage book ads and got a plugin the same day. Elon replied Will fix on his ask to lift the 10-minute video upload API cap. He also laid out a Master-agent setup that pings one action item at a time, said there is a war for the OS for digital work (agents), and reacted to Fable 5.1 in Cursor plus data-center news.
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Digest
What I posted, liked, and reposted.
034Farzad: Cybercab VINs Point to ~2,500 BuiltFarzad says Cybercab VINs point to about 2,500 built so far and that weekly run-rate by year-end could hit 1,000–2,000. He quotes Sawyer on Austin Cybercabs and tells him to count the steering wheels. He also argues…033Farzad: Grok Bot Revenue Massively UnderestimatedFarzad says Grok Bot revenue is massively underestimated, SpaceXAI will optimize models for its own harness, and agents will run locally on SpaceX/Tesla hardware. He posted that you can run Grok Build CLI inside a Grok…032Farzad: SpaceX Will Cast Turbine Blades In-HouseFarzad quote-tweeted Elon: SpaceX and Tesla each building 100GW/year of solar, with SpaceX in-house blade-and-vane casting to pull natural-gas turbines forward by up to 18 months. He also reposts Kalshi that NASA chief…
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Longer pieces from the videos.
452Elon Told the G20 the AI Boom Hits a 15 Gigawatt Wall Next YearElon told G20 ministers AI will add $20 to $30 trillion a year, software will crush humans in 12 to 18 months, and a billion robots will outproduce humanity. He cited a 15 gigawatt power shortfall in 2027. David Sacks…451The $500 Billion Nvidia Financing Push Is the Real AI WarNvidia announced compute-financing platforms with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR designed to mobilize more than $500 billion of third-party capital for AI infrastructure. Meta…450No One Sees What SpaceX and Nvidia Are BuildingOn SpaceX’s first earnings call, Elon said the company would build exclusively on Nvidia. StarMind’s payload is an optimized Vera Rubin NVL72. The partnership is not a GPU shopping trip. It is co-design for orbit, then…
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