AI and Robotics Analysis | Farzad

What AI and robots do to the next 20 years

Farzad · Humanity analyst

AI, robotics, energy, geopolitics, the Muskverse: what each shift does over the next 1, 5, 10, and 20 years, so you can decide.

NOV 08, 2026All exclusives →

The Bandwidth Wall: Why I Think Machine Traffic Could Strain the Internet

AI agents could put new pressure on networks.

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This week's signal

NOV 09, 2026No. 099

Farzad: "I don't see how Waymo survives into next year" + Grok Bot "made me want to tear my hair out"

The @robotaxi account announced San Antonio service, which opened Monday, November 9, and a bigger Austin area. Farzad says he doesn't see how Waymo survives into next year. After a rough couple of days with Grok Bot, he sent detailed feedback, and Elon said fixes were going in overnight. Plus Dave Lee on blank slates and Farzad's new SpaceX video.

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Digest

What I posted, liked, and reposted.

098NOV 08, 2026Farzad on Austin: "Wouldn't be surprised" + Grok Bot: "WAY more time working through changes"Elon forecasts a 40kWh Cybercab pack and separately promises a liquid silver vehicle. Farzad reports Cybercabs near Leander and predicts possible Austin expansion with v15. He also reports spending more time on Grok Bot…AI & Automation 097NOV 07, 2026Farzad: "Exactly What's Going to Happen" + "The HOW Should ALWAYS Be the Job of the Agent"Elon says SpaceX will try to catch both Super Heavy and Starship on the upcoming flight, and that information moving through space will ultimately exceed current Earth traffic by "a trillion trillion times." Farzad…AI & Automation 096NOV 06, 2026Farzad: "Room to Negotiate" + "Please Bury the Hatchet"Farzad says there is "room to negotiate" on Texas data centers after Gavin Baker interprets her proposed pause as applying to new permits. He posts an open letter asking Elon and Democrats to "bury the hatchet." Plus a…AI & Automation

Exclusive

Longer pieces from the videos.

517NOV 07, 2026Inside the Room: How Starship Went From No-Go to OrbitSpaceX's film goes inside Starship's first orbital flight. An engine shut down, the team initially called no-go for orbit, and Elon challenged the requirement while engineers checked whether the ship could safely…Musk & Strategy

516NOV 07, 2026The First Orbital Rocket That Could Come Home WholeSpaceX says it will try to catch both Super Heavy and the Starship upper stage on one flight. Why the ship catch is a different physics problem, what its catch hardware and heat shield still need to prove, and why…Musk & Strategy

515NOV 06, 2026Google Built Robots A Practice RoomA four-legged robot opening a trash bin looks like a stunt. The real story is the rehearsal: Google showed an AI model building a simulated copy of the bin so the robot could practice first. Cheap practice plus honest…AI & Automation

514NOV 06, 2026Elon Musk to Ron Baron: A 1 TW-a-Year Terafab AmbitionAt the Baron Investment Conference on Nov 6, Elon Musk described a Terafab goal of producing AI chips rated at about 1 TW in total each year. His rough 30-times comparison uses his forecast for 2027 AI chip production…Musk & Strategy

513NOV 06, 2026Boeing Baked an Airliner Out of Plastic. The Seams Cost Billions.Half the structural weight of the Boeing 787 is carbon fiber reinforced plastic, wound by robots and baked in giant ovens. The material bet worked well enough that Airbus followed it. The supplier bet, rigid barrels…Musk & Strategy

512NOV 05, 2026The Thermos Trap: Why Cooling AI in Space Comes Down to Launch CostA viral post said vacuum makes orbital data centers impossible to cool. I think the physics says otherwise. Radiated heat climbs with temperature to the fourth power, a warm two-sided panel can shed the 1,300 watts per…Musk & Strategy

511NOV 05, 2026Is Elon Screwed? Congress Can Subpoena Him, Not His RocketsElon spent more than $445 million on the 2026 midterms and watched Democrats take both chambers. Subpoenas are coming in 2027. My argument: Congress can grill the man, but SpaceX launches, Starshield, the Tesla versus…Musk & Strategy

Books

Abundance or Collapse — book cover

Abundance or Collapse

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

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Master Plan — book cover

Master Plan

What Elon Musk is really building

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