What AI and robots do to the next 20 years.
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Farzad: Uber Is Cooked. Own the Stack.
Farzad said AI winners will own power, chips, model, and distribution, with SpaceX and Terafab as the hardware bet, and that Uber partnering with driver unions to slow robotaxis only locks in higher human cost per mile against Tesla. He also posted Terafab EUV scarcity, Starlink funding Starship, and Cybercab first-ride clips from Austin week.
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035Farzad: X Ads API Plugin Same DayFarzad 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…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…
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454I Rode Tesla Cybercab. The Real Tell Is Who Owns the FleetFarzad’s unsupervised night ride across Austin’s full Robotaxi geofence. No wheel, no pedals. Public Cybercab fares open Sept 4 at 5pm CT. His read: Tesla wants third parties on cleaning, repairs, and the balance sheet…453Forget Nvidia. Farzad Says SpaceX Is the New King of AIGrok 4.6 scored 61 on Artificial Analysis, level with GPT-5.6 Sol, at $2/$6 per million tokens versus Sol at $5/$30. Farzad’s case is the full stack: Grok Bot, Colossus build speed, orbital compute targets, and Terafab…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…
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