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.

Latest video

OCT 28, 2026

Why SpaceX Is Dropping 4,400 Starlinks Closer to Earth

SpaceX is lowering about 4,400 Starlinks from roughly 550 km to roughly 480 km, into a tighter shell.

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This week's signal

OCT 28, 2026No. 087

Farzad: United Airlines CEO Says a Plan to Put Starlink on 65% of the Fleet Became "All-In," Calls Delta Skipping It "a Mistake" + Elon Says 10k Starship Launches a Year Is "Just From Starbase Louisiana"

The United Airlines CEO says a plan to put Starlink on 65% of the fleet turned into all-in after passenger anecdotes, and calls Delta skipping it "a mistake." Farzad RTd both SawyerMerritt posts. Early Wednesday he RTd Elon: 10k Starship launches a year is just from Starbase Louisiana.

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Digest

What I posted, liked, and reposted.

086OCT 27, 2026Farzad: Anthropic IPO Filing Says It Agreed to Spend Up to $120.5B on SpaceX Compute Through 2029, SpaceX Secures a $40B GPU Lease With an Apollo-Managed Entity + Farzad Says Tesla Victory in Autonomous Transport Will Be "Unstoppable for Years (Decades?)"The Anthropic IPO filing says it agreed to spend up to $120.5B on SpaceX compute through 2029, and SpaceX says it secured a $40B GPU lease with an Apollo-managed entity. Farzad RTd both. Late Monday he called Tesla…AI & Automation 085OCT 26, 2026Farzad: Elon Says Debt Markets Have Almost Entirely Shut Off for Companies Without Substantial Revenue Outside AI Data Centers, SpaceX Closed $40B of Debt for GPUs, and 200+ Neoclouds Face "Guppy-Level Death" + Elon on Why Starlink Must Remain CivilianElon said Sunday that debt markets have almost entirely shut off for companies without substantial revenue outside AI data centers, that SpaceX closed $40B of debt for GPUs, and that 200+ neoclouds face guppy-level…AI & Automation 084OCT 25, 2026Farzad: "Cooked." on the AT&T CEO Interview About Starlink Mobile + His Personal Use Case of Agents Is "Melting My Brain" as Elon Says Agentic Demand Is Growing Faster Than Anything He Has Seen GrowSawyerMerritt posted lines from a new AT&T CEO interview about Starlink Mobile Saturday morning CT, and Farzad quoted it with one word: Cooked. That evening Farzad said his personal use case of agents is melting his…AI & Automation

Exclusive

Longer pieces from the videos.

499OCT 23, 2026Count the Containers, Not the GigabytesA robot hauling containers between two workstations makes a boring demo. Farzad argues it is the right test for Optimus: how much reliable work Tesla can get from hardware it can actually build at scale, measured in…TeslaAI & Automation

498OCT 22, 2026Why SpaceX Is Learning How Metal FreezesElon says turbine suppliers tell SpaceX the blades and vanes trail the rest of the machine by 12 to 18 months. Inside the hottest part of an AI power plant: creep, single crystals, ceramic cores, and the proof SpaceX…SpaceXEnergy

497OCT 22, 2026Google Built the Chip. SpaceX Built the Railroad.A Google AI experiment reached orbit on a shared SpaceX ride, aboard a satellite Planet built with Google. Farzad argues the ride matters as much as the chip, because cheaper launch changes what engineers can afford to…SpaceXAI & Automation

496OCT 21, 2026SpaceX Lives Or Dies By The Run RateElon floated $500 billion to $1 trillion in annual recurring revenue and joked it could give his CFO a heart attack. On reported numbers SpaceX looks expensive at about $2 trillion. Whether it is actually undervalued…SpaceXAI & Automation

495OCT 20, 2026Elon Musk Makes Shocking PredictionsOn the SpaceX Q3 call, Elon Musk said annual recurring revenue could hit $500 billion to $1 trillion by the end of 2027. The quarter just closed at $14.6 billion. Here is the math behind the claim, the compute plan…Musk & Strategy

494OCT 19, 2026Elon Musk Just Shocked The WorldElon Musk pledged one SpaceX share to every kid in America. For him it is a small gift. The reason is the story: AI will enrich whoever owns it, and the bottom half of America owns less than 1% of the stock.AI & Automation

493OCT 18, 2026The Yikes Heard Around The WorldElon Musk answered a CoreWeave bond yield touching 15% with one word: "Yikes." CoreWeave still pays its locked-in 9.625%. Here is how its borrowing boxes work, what the default insurance priced in, and the four things I…Tech Investing

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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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