Humanity analyst · AI · robotics · 1–20 years
What AI and robots do to the next 20 years
Farzad is a humanity analyst. The work is to help you understand disruptive innovations (AI, robotics, energy, geopolitics, the Muskverse) and how they shape the next 1, 5, 10, and 20 years, so you can make better decisions.
This week's call
Starbase Louisiana Is Built for Thousands of Starship Flights
Loads from YouTube only after you press play.
SpaceX and Louisiana put a $100 billion Starship spaceport on coastal Vermilion Parish.
This week's signal
No. 028
Farzad: Louisiana Just Locked Starbase
Farzad congratulates Louisiana on Starbase, calls SpaceX Starlink giveback another Abundance proof, and flags that the +31 data-center swing is a May Rainey Center message test, not a new overnight poll.
AI & AutomationRead it →
Digest
What I posted, liked, and reposted.
027Farzad: A Data-Center Ban Exports the UpsideFarzad says a U.S. data-center ban exports the upside, asks hyperscalers to coin an Abundance Dividend for host zip codes, and argues people massively underestimate how fast Grok bot lifts $SPCX revenues.AI & Automation026Farzad: Deliver AI Benefits. Stop Explaining Them.Farzad to AI leaders: prove abundance instead of explaining it. Vercel AI Gateway open-weight tokens hit 62% on Aug 22, up from 28.4% on Jun 24. Farzad calls that bullish for $SPCX.AI & Automation025Elon: Wind Down Falcon Once Starship Flies Several Times a WeekElon says once Starship flies reliably several times per week, SpaceX shifts scarce engineering to several launches a day, which means winding down Falcon. WSJ Dan Neil called FSD amazing after two hours.AI & Automation
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