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Farzad: "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 SpaceX data center pitch in Arizona, Starship Flight 15 targeting Nov 13, and Elon's plan to wind down Cybertruck production for Cybercab.
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095Farzad: "Even the Data Center Issue Is Short Lived" + "Tesla and SpaceX FAR Too Valuable to America"Farzad says "even the data center issue is short lived" and calls a predicted Tesla and SpaceX market reckoning "a bunch of bullshit." Jay Yoon expects Texas delays, not a shutdown. Daniel Newman says "location is now…094Farzad: "$SPCX Core Competency Is Working Around Massive Bottlenecks" + "AI Satellites in Space About to Accelerate 1000x"Sawyer Merritt reports SpaceX announced a Qualcomm partnership to build Starlink Mobile’s terrestrial 5G network, with deployment beginning in 2027. Farzad says "$SPCX core competency is working around massive…093Farzad: "Elon Is a Business Freight Train" + AI CAPEX Bubble "Will Be Proved So Wrong"The Washington Post reports that the possibility of a SpaceX mobile network has rattled major carriers. Farzad calls Elon "a business freight train." He also predicts 2027 brings "insanely profitable companies" and…
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