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
Elon Told the G20 the AI Boom Hits a 15 Gigawatt Wall Next Year
Loads from YouTube only after you press play.
Elon 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.
This week's signal
No. 034
Farzad: Cybercab VINs Point to ~2,500 Built
Farzad 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 agents will have their own personalities, posts that we do not have enough compute, and reposts Tesla open-sourcing Netherlands FSD evidence plus Grok Bot Microsoft plugins.
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Digest
What I posted, liked, and reposted.
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…032Farzad: SpaceX Will Cast Turbine Blades In-HouseFarzad quote-tweeted Elon: SpaceX and Tesla each building 100GW/year of solar, with SpaceX in-house blade-and-vane casting to pull natural-gas turbines forward by up to 18 months. He also reposts Kalshi that NASA chief…031Farzad: SpaceX and Anthropic vs OpenAIFarzad reads Cursor's Anthropic-at-SpaceX line as SpaceX and Anthropic teaming against OpenAI, says investible capital may run out before an AI bubble pops, and ties Axios's China/data-center story to a coming boom once…
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Longer pieces from the videos.
451The $500 Billion Nvidia Financing Push Is the Real AI WarNvidia announced compute-financing platforms with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR designed to mobilize more than $500 billion of third-party capital for AI infrastructure. Meta…450No One Sees What SpaceX and Nvidia Are BuildingOn SpaceX’s first earnings call, Elon said the company would build exclusively on Nvidia. StarMind’s payload is an optimized Vera Rubin NVL72. The partnership is not a GPU shopping trip. It is co-design for orbit, then…449Starbase Louisiana Is Built for Thousands of Starship FlightsSpaceX and Louisiana put a $100 billion Starship spaceport on coastal Vermilion Parish. Official jobs are 3,000 over ten years. The 10,000 figure is speech. The 125,000 acres are a former Exxon tract, not the pad…
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