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This week's signal
Farzad: America Can Design AI Chips. It Still Can't Build Them
Farzad posted America Can Design AI Chips. It Still Can't Build Them and The Secret Ring Under Terafab Is a New Kind of EUV (Shorts) with Full video replies to the same Ultra Factory long-form; posted Tesla's New Product Just Collapsed The Price Of Everything (Matic-sponsored); quote-tweeted GavinSBaker on OpenAI vs Anthropic OpenRouter share with a Fable "good enough" / specialized-models take; RTd EdLudlow on FSD + Grok voice pulling articles; liked/RTd/replied on ALScyborg's Neuralink YouTube suspension; liked SemiAnalysis on Brownsville/SpaceX moratorium relief, Sawyer on Colossus Memphis study, and DevinOlsenn on Grok @bot (reply: extremely good); and RTd TeslaLarry on Starship Flight 14 payload vs production.
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Digest
What I posted, liked, and reposted.
045Farzad: SpaceX and Tesla Just Bet Everything on One Texas FactoryFarzad posted SpaceX and Tesla Just Bet Everything on One Texas Factory and Grok Was Called Useless. Then It Matched GPT-5.6 (Shorts) with Full video replies; argued Abundance beats AI doomers (Tesla as the example…044Farzad: NVIDIA Makes Money No Matter Which Model WinsFarzad posted NVIDIA Makes Money No Matter Which Model Wins and This Letter Will Decide Who Controls Intelligence (Shorts) with Full video replies to 5 AI CEOs Just Said the Same Thing; posted The Secret Plan Behind…043Farzad: Anthropic Wants Washington to Slow Open ModelsFarzad posted Anthropic Wants Washington to Slow Open Models; reposted Elon on Grok 4.7–5 pacing, Grok 4.8 as a 2.5T model finishing training this week on a new C++ stack from Starlink, and SpaceX launching Nvidia VR…
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464SpaceX Just Proved Starship Would Have Been CaughtFarzad posted SpaceX's Ship 40 documentary on September 16. Soft ocean landing, Christmas Island recovery on the Forte, and the first end-of-mission tower-catch guidance run. SpaceX says had there been a tower out…463The Secret Plan Behind SpaceX's $100 Billion ProjectFarzad argues Starbase Louisiana is not just pads for thousands of Starships. The $100 billion Vermilion Parish campus sits on Henry Hub gas, can feed both methane for Raptors and turbines for AI, and is how SpaceX…462SpaceX's New Product Is About To Go ExponentialFarzad argues Grok Bot is not another chatbot. It is an always-on agent harness with its own cloud computer, and the multi-step token burn is why SpaceX wants the operating system for digital work.
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