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.

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OCT 17, 2026

The Insane Physics Behind Light

In Jensen Huang's math, a million GPUs would burn 180 megawatts on plugs that only move data.

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This week's signal

OCT 17, 2026No. 076

Farzad: Thank You BenSchafferUP for an UNFORGETTABLE Night + 2 Roadster Physics Checks + ethanmckanna Tracks a Record Day for Cybercab Sightings in Austin + Elon Says Grok Bot Got Much Faster

Farzad thanked BenSchafferUP for an "UNFORGETTABLE night" Friday late morning CT, after the Tesla Roadster event, and later posted two Roadster physics checks, including "Tesla Says 0-60 in 0.81 s." Elon said Grok Bot got much faster, and ethanmckanna tracked a record 8.4 Cybercab sightings per 1,000 Austin traffic-camera snapshots Friday.

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Digest

What I posted, liked, and reposted.

075OCT 16, 2026Farzad: Why Did They Give Me Earplugs + 12 Posts From the Tesla Roadster Event + Elon Says SpaceX and Nvidia Star Mind Computer Reaches Volume Production Next Year + Elon Says Grok Bot Has No Free TierFarzad was at the Tesla Roadster event Thursday night CT, posted "Why did they give me earplugs lol" before the show and then 12 Roadster posts with titles like "Tesla Says Roadster Production Starts in 2028." Elon said…AI & Automation 074OCT 15, 2026Farzad: Dear Amazon, I Am Not an Agent + Elon Floats an Amazon Competitor + Seeing the Roadster Demo Live + Polymarket Says Gasoline-Only Cars Fell Below 50% of New Vehicle SalesIn a post addressed to Amazon, Farzad wrote "I am not an agent" and called the shopping block a generational fumble. Elon replied that Grok Bot can find the best deal on the Internet and later floated an Amazon…AI & Automation 073OCT 14, 2026Farzad: Agents Will Use Compute Orders of Magnitude More Than Humans + A New Profession Called Creator + SpaceX Seeks Up to 456 Starship Launches a Year + Gemini Argon Plays CornholeFarzad thinks agents will use CPUs/GPUs/Memory orders of magnitude more than humans ever could, and that it's inevitable Tesla/SpaceX get into the GPU/CPU/Memory game. Farzad also liked and RTd SawyerMerritt on SpaceX…AI & Automation

Exclusive

Longer pieces from the videos.

489OCT 16, 2026Human SlopEveryone calls AI work slop. Nobody talks about the human slop we already accept, from great people stuck in the wrong jobs to car accidents. Why the models crossed a threshold, and which one to try first.AI & Automation

488OCT 15, 2026Tesla Just Flew the New Roadster With SpaceX ThrustersTonight Tesla and SpaceX showed the new Roadster flying, doing a kickflip, and sticking to the ground with fan suction. Elon said it will be the only manually driven Tesla long-term, and that production starts in 2028…Tesla

487OCT 14, 2026Nobody's Ready for What Elon, Bezos & Palantir Are BuildingElon wants a billion robots, Bezos wants the moon and orbital data centers, and Karp is betting on what nobody else knows. Cheap intelligence, slow atoms, a barbell economy, and why chess says AI can amplify people.Musk & Strategy

486OCT 12, 2026The INSANE Secret Plan of AI CEOs (not what you think)Picture a drug company CEO who plans to just license AI for a few years. But Anthropic now runs a wet lab and drug programs, and Dave Blundin thinks the labs will keep their best models in house and sell the drugs…AI & Automation

485OCT 09, 2026Tesla, SpaceX & xAI Are About to Make HistorySpaceX wants to put a giant Nvidia AI computer in orbit. My bet: it is part of one flywheel, with xAI as the brain, SpaceX the vessel, Tesla the body, and Optimus going after a labor market north of $40 trillion a year.Musk & Strategy

484OCT 09, 2026Elon's Insane SpaceX Phone AnnouncementStarlink on a phone works on a hiking trail and drops the moment you walk inside. The fix is low band spectrum, the bass that gets through walls, and Elon calls SpaceX's 800 MHz deal the last critical piece of the…Musk & Strategy

483OCT 08, 2026Elon Says We're in the Singularity. Here's Why.An AI tried about 700 changes to Andrej Karpathy's small AI project, and Elon replied "We are in the singularity." Here is the loop behind that reply: AI improving AI, the judge, four brakes, and the falling price of…AI & Automation

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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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