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This week's signal

No. 084

Farzad: "Cooked." on the AT&T CEO Interview About Starlink Mobile + His Personal Use Case of Agents Is "Melting My Brain" as Elon Says Agentic Demand Is Growing Faster Than Anything He Has Seen Grow

SawyerMerritt posted lines from a new AT&T CEO interview about Starlink Mobile Saturday morning CT, and Farzad quoted it with one word: Cooked. That evening Farzad said his personal use case of agents is melting his brain, quoting Elon, who said agentic demand is growing faster than he has ever seen anything grow.

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083Farzad: SawyerMerritt Says AT&T, Verizon and T-Mobile Are Jointly Lobbying the FCC as SpaceX Nears Its Own Cellular Network + His Call That Self-Driving and Humanoids Face "the Same Anti-Competitive Effort"Late Friday morning CT, SawyerMerritt posted that AT&T, Verizon and T-Mobile are jointly lobbying the FCC as SpaceX moves closer to its own cellular network. Farzad called it just the beginning and projected that…AI & Automation082Farzad: SpaceX Says Its Board Formed a Committee to Evaluate a Tesla Combination + His Bet on a Merger Before July 2027 + "By 2028 SpaceX Will Be Ahead of Everyone Forever"Thursday afternoon CT, SawyerMerritt posted that SpaceX confirmed a board committee to evaluate a combination with Tesla, and Farzad said SpaceX "can name its price" by Q4 2026 earnings. Late that evening he offered bet…AI & Automation081Farzad: Tesla Says 75% of New North American Deliveries Include FSD + His "F-" for Tesla Earnings Production + Why Neoclouds "Have to Go to Spot Pricing"On Wednesday afternoon CT, Farzad told garyblack00 to apologize after Tesla reported a 75% FSD attach rate in North America, then graded Tesla earnings production an "F-" next to SpaceX at "A+". Earlier, he argued other…AI & Automation
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498Why SpaceX Is Learning How Metal FreezesElon says turbine suppliers tell SpaceX the blades and vanes trail the rest of the machine by 12 to 18 months. Inside the hottest part of an AI power plant: creep, single crystals, ceramic cores, and the proof SpaceX…SpaceXEnergy
497Google Built the Chip. SpaceX Built the Railroad.A Google AI experiment reached orbit on a shared SpaceX ride, aboard a satellite Planet built with Google. Farzad argues the ride matters as much as the chip, because cheaper launch changes what engineers can afford to…SpaceXAI & Automation
496SpaceX Lives Or Dies By The Run RateElon floated $500 billion to $1 trillion in annual recurring revenue and joked it could give his CFO a heart attack. On reported numbers SpaceX looks expensive at about $2 trillion. Whether it is actually undervalued…SpaceXAI & Automation
495Elon Musk Makes Shocking PredictionsOn the SpaceX Q3 call, Elon Musk said annual recurring revenue could hit $500 billion to $1 trillion by the end of 2027. The quarter just closed at $14.6 billion. Here is the math behind the claim, the compute plan…Musk & Strategy
494Elon Musk Just Shocked The WorldElon Musk pledged one SpaceX share to every kid in America. For him it is a small gift. The reason is the story: AI will enrich whoever owns it, and the bottom half of America owns less than 1% of the stock.AI & Automation
493The Yikes Heard Around The WorldElon Musk answered a CoreWeave bond yield touching 15% with one word: "Yikes." CoreWeave still pays its locked-in 9.625%. Here is how its borrowing boxes work, what the default insurance priced in, and the four things I…Tech Investing
492The Most Insane Partnership In HistoryEvery big AI company is hitting the same wall: the wires coming into the building. SpaceX and Nvidia are looking to orbit instead, where panels collect about five times the energy, heat has to glow away, and the price…Musk & Strategy
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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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