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Farzad · Humanity analyst

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Nobody Knows Just How Close Humanoid Robots Are

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This week's signal

No. 062

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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Abundance or Collapse — book cover

Abundance or Collapse

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

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Master Plan

What Elon Musk is really building

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