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This week's signal
Farzad: OpenAI's Weird Pickle — Cerebras Deal + Starship V3 + Terafab
Farzad posted that OpenAI is in an extremely weird pickle (Anthropic better models, SpaceX better agents, Meta bigger reach); posted Cerebras has an enormous OpenAI inference deal and Starship is in orbit with 26 Starlink V3 satellites inside (native X videos); quote-tweeted elonmusk Just discussions but something may come of it saying I think it's very likely Terafab will be a primary supplier for NVIDIA; RTd heyitsyashu that OpenAI's Dot is hot garbage and RTd morganlinton that Grok Bot is a better product than Dot; turned karpathy's LLM-output method into Explainer Bot; RTd MrGoldBro that Elon wants to merge Tesla and SpaceX so he doesn't want 8 earnings calls a year; replied to XFreeze We're not even talking about Physical AI like humanoids!!!; liked ethanmckanna that Cybercab hit 2 per 1k vehicles scanned and Robotaxi Tracker now distinguishes driverless vs test fleet.
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Digest
What I posted, liked, and reposted.
061Farzad: SpaceX Picked NVIDIA — Humanoid Robots + Robotaxi in the StormFarzad posted SpaceX Picked NVIDIA. Here's What That Means and Nobody Knows Just How Close Humanoid Robots Are (native X videos); quote-tweeted _albertorod_ Atlas dexterous hands Impressive!!!; quote-tweeted a16z that…060Farzad: Daily Personal Assistant Grok Bot — Gemini 4 + Autonomous BSIA VideoFarzad posted Daily, his optimized Personal Assistant Grok Bot for email triage across inboxes, replies across platforms with permission, subscription hunting/cancel, calendars, priority pings, and reminders (link…059Farzad: Merchy Autonomously Runs a Merch Store — Matic + Tesla Retail VotingFarzad posted Merchy, his most ambitious Grok Bot yet, which autonomously runs a merch store end to end (Printful sourcing, Opus 5.5 xhigh designs, Shopify listing, payments, inventory, store assets) and will build…
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Longer pieces from the videos.
477Nobody Knows Just How Close Humanoid Robots ArePhysical AI is the real story under the doomsday headlines. Cybercab already proves world models work in the real world, car factories already hold the supply chain, and once humanoids hit a few dollars an hour of…476Biggest Stories in AI: Gemini 4 Argon, Micron's Record Quarter, and a New FTC ProbeI launched Biggest Stories in AI with Thursday's stack: Google's Gemini 4 Argon still locked behind Fairwind, Micron's AI memory blowout, an FTC probe of the labs, Hawley's rogue-agent hearing, OpenAI vs Moonshot…475America Is Blessed And Cursed By The AI BoomOn Hans Nelson's podcast I argued America attracts builders and also carries a low-agency cohort the education system and dopamine apps left behind. White-collar AI shock, a transition plan that raises the floor, trades…
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