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
No One Realizes What SpaceX Just Solved
Loads from YouTube only after you press play.
Starship Flight 13 came home from a high-energy reentry, flipped, burned, and sat intact in the Indian Ocean.
This week's signal
No. 027
Farzad: A Data-Center Ban Exports the Upside
Farzad 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 & AutomationRead it →
Digest
What I posted, liked, and reposted.
026Farzad: 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 & Automation024Cybercab Launch Invites Show September 3 in AustinSawyer and Gail posted Tesla-branded Cybercab invites dated 09.03.26 in Austin. Tesla has not printed that date. xAI opened Grok Bot to SuperGrok Plus and Cursor Pro+.AI & Automation
All digestsExclusive
Longer pieces from the videos.
Newsletter
Join the newsletter to stay on the cutting edge of AI disruption
Books
Watch, read, follow