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.

NOV 10, 2026All exclusives →

Why Elon Would Rather Rent Optimus Than Sell It

Asked whether Tesla would sell or rent Optimus, Elon Musk said "probably rent them."

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NOV 10, 2026No. 100

Farzad: Grok Bot "SIGNIFICANTLY improved for me" + Fable 5.2 "20% cheaper"

Farzad says Grok Bot SIGNIFICANTLY improved for him Monday morning, and that afternoon the @bot account reset weekly limits. Joey Gilkey says the team admitted the weekend trouble came almost entirely from pulling Opus 5.5. Plus Fable 5.2 pricing, Grok spotting debris at SpaceX and Farzad on Waymo.

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Digest

What I posted, liked, and reposted.

099NOV 09, 2026Farzad: "I don't see how Waymo survives into next year" + Grok Bot "made me want to tear my hair out"The @robotaxi account announced San Antonio service, which opened Monday, November 9, and a bigger Austin area. Farzad says he doesn't see how Waymo survives into next year. After a rough couple of days with Grok Bot…AI & Automation 098NOV 08, 2026Farzad on Austin: "Wouldn't be surprised" + Grok Bot: "WAY more time working through changes"Elon forecasts a 40kWh Cybercab pack and separately promises a liquid silver vehicle. Farzad reports Cybercabs near Leander and predicts possible Austin expansion with v15. He also reports spending more time on Grok Bot…AI & Automation 097NOV 07, 2026Farzad: "Exactly What's Going to Happen" + "The HOW Should ALWAYS Be the Job of the Agent"Elon says SpaceX will try to catch both Super Heavy and Starship on the upcoming flight, and that information moving through space will ultimately exceed current Earth traffic by "a trillion trillion times." Farzad…AI & Automation

Exclusive

Longer pieces from the videos.

519NOV 09, 2026The Token Factory Squeeze: Why An AI Slowdown Makes SpaceX A Profit MachineAI agents are multiplying token demand while grid queues, transformer waits and local fights stall new data centers. My argument: in that squeeze, SpaceX holds both halves, fast-built compute and its own models. Rivals…Musk & Strategy

518NOV 08, 2026The Bandwidth Wall: Why I Think Machine Traffic Could Strain the InternetAI agents could put new pressure on networks. That is my argument, not a measured global shortage. Cloudflare’s non-human traffic forecast and TeleGeography’s international capacity figures measure different things…Musk & Strategy

517NOV 07, 2026Inside the Room: How Starship Went From No-Go to OrbitSpaceX's film goes inside Starship's first orbital flight. An engine shut down, the team initially called no-go for orbit, and Elon challenged the requirement while engineers checked whether the ship could safely…Musk & Strategy

516NOV 07, 2026The First Orbital Rocket That Could Come Home WholeSpaceX says it will try to catch both Super Heavy and the Starship upper stage on one flight. Why the ship catch is a different physics problem, what its catch hardware and heat shield still need to prove, and why…Musk & Strategy

515NOV 06, 2026Google Built Robots A Practice RoomA four-legged robot opening a trash bin looks like a stunt. The real story is the rehearsal: Google showed an AI model building a simulated copy of the bin so the robot could practice first. Cheap practice plus honest…AI & Automation

514NOV 06, 2026Elon Musk to Ron Baron: A 1 TW-a-Year Terafab AmbitionAt the Baron Investment Conference on Nov 6, Elon Musk described a Terafab goal of producing AI chips rated at about 1 TW in total each year. His rough 30-times comparison uses his forecast for 2027 AI chip production…Musk & Strategy

513NOV 06, 2026Boeing Baked an Airliner Out of Plastic. The Seams Cost Billions.Half the structural weight of the Boeing 787 is carbon fiber reinforced plastic, wound by robots and baked in giant ovens. The material bet worked well enough that Airbus followed it. The supplier bet, rigid barrels…Musk & Strategy

Books

Abundance or Collapse — book cover

Abundance or Collapse

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

Amazon PDF + ePUB

Master Plan — book cover

Master Plan

What Elon Musk is really building

Consulting

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