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Farzad: SpaceX and Tesla Just Bet Everything on One Texas Factory
Farzad posted SpaceX and Tesla Just Bet Everything on One Texas Factory and Grok Was Called Useless. Then It Matched GPT-5.6 (Shorts) with Full video replies; argued Abundance beats AI doomers (Tesla as the example, “most likely” record quarter); RTd levie on agent swarms / computer use / MCP workloads and replied that token generation is early; quote-tweeted operationdanish on AI-and-health positivity; liked CompleteSkeptic’s Jev / RLCD launch claims; RTd Elon on Starlink V3 (>100x bandwidth) and liked/RTd Sawyer’s Starship Flight 14 capacity stats; and posted that AI will drive productivity exhaustion while distribution-to-the-many is the real fight.
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Digest
What I posted, liked, and reposted.
044Farzad: NVIDIA Makes Money No Matter Which Model WinsFarzad posted NVIDIA Makes Money No Matter Which Model Wins and This Letter Will Decide Who Controls Intelligence (Shorts) with Full video replies to 5 AI CEOs Just Said the Same Thing; posted The Secret Plan Behind…043Farzad: Anthropic Wants Washington to Slow Open ModelsFarzad posted Anthropic Wants Washington to Slow Open Models; reposted Elon on Grok 4.7–5 pacing, Grok 4.8 as a 2.5T model finishing training this week on a new C++ stack from Starlink, and SpaceX launching Nvidia VR…042Farzad: Pace the FrontierFarzad reposted Dario Amodei’s “We Must Pace the Frontier” essay and Sam Altman’s agreement, Elon’s “Dario is right,” Demis Hassabis’s direction nod, and David Sacks’s “go ahead” pushback; argued AI control is makers vs…
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463The Secret Plan Behind SpaceX's $100 Billion ProjectFarzad argues Starbase Louisiana is not just pads for thousands of Starships. The $100 billion Vermilion Parish campus sits on Henry Hub gas, can feed both methane for Raptors and turbines for AI, and is how SpaceX…462SpaceX's New Product Is About To Go ExponentialFarzad argues Grok Bot is not another chatbot. It is an always-on agent harness with its own cloud computer, and the multi-step token burn is why SpaceX wants the operating system for digital work.461SpaceX CFO Just Put $100B ARR and Orbital Compute on a ClockAt Goldman's Communacopia conference on September 10, SpaceX CFO Bret Johnsen said SpaceX believes it is on track for $100 billion ARR by year-end by annualizing December, just closed another hosting deal with an…
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