What AI and robots do to the next 20 years.
Loads from YouTube only after you press play.
Tesla Semi Deliveries Start This Week. It's Built From Cybertruck and Cybercab Parts
Tesla launched high-volume Semi production at Giga Nevada and says deliveries begin this week, with a plan…
Prefer the daily pulse? Read the Digest →
This week's signal
Farzad: NVIDIA Lined Up Over $500 Billion for AI Infrastructure
Farzad posted NVIDIA Lined Up Over $500 Billion for AI Infrastructure and Chips in Space Have Nowhere to Dump Their Heat (same YouTube id 4VDAzWeC44k on both Full video replies); posted SpaceX's new AI product isn't a chatbot (YouTube id XUKd0D_q_I4); posted China targeting Taiwan's chips — Davidson window 2027 (YouTube id 9zs3CDpvlzA); posted autonomous AI Hard News (Akamai–Anthropic $11.6B cloud + warrant — White House UK AISI hold report, Xi human-control, Oracle Jupiter, Zuck no slowdown, Australia Medicare follow-up); posted Tesla Semi vs. diesel: the math is changing (YouTube id wlKJmutMyCE) and Elon Musk Reveals Insane New Product!; RTd Elon on Colossus GPU counts, space compute rounding to 100%, and SpaceX AI accelerating vs Anthropic/OpenAI; QTd emollick (Industrial Revolution), Polymarket Alabama AI literacy / US South leapfrog and jobless claims, and Gfilche on X video monetization; RTd ethanmckanna on AV safety.
AI & AutomationRead it →
Digest
What I posted, liked, and reposted.
053Farzad: SpaceX Wants 100 Gigawatts of Orbit ComputeFarzad posted SpaceX Wants 100 Gigawatts of Orbit Compute Per Year and SpaceX Just Committed to Build Exclusively on NVIDIA (same YouTube id 4VDAzWeC44k on both Full video replies); QTd DevinOlsenn on Grok Bot ordering…052Farzad: Grok Bot Is Live in TeslasFarzad said Grok Bot is now implemented in Teslas (early SpaceXAI access; QT SawyerMerritt launch — voice tasks, no separate app, SuperGrok Heavy only for now, connectors for all; talk-to-car agents while FSD drives…051Farzad: Robotaxi Margins Are Going to Surprise PeopleFarzad posted Night Ride in Tesla's Cybercab With No Driver and Cybercab Is Literally a Living Room on Wheels (native X videos + Full video YouTube replies); argued Robotaxi margins will surprise people at a 10:1…
All digestsExclusive
Longer pieces from the videos.
468Elon Musk & Jensen Huang Finally Reveal the TruthJensen Huang calls the AI doom panic made up. Elon Musk says AI is going to be very dangerous. The two are building compute together on Earth and in orbit. Farzad follows the incentives behind the split: chips, tokens…467Elon Just Made Driving 80% CheaperCybercab is already carrying public riders in Austin with no wheel and no pedals. Farzad’s follow-up is not another fare check. It is what households, parking, jobs, and safety look like once transport can undercut the…466Tesla Cybercab: What Everyone Gets WrongFarzad sits with Dave Lee inside a Cybercab and argues the soft Austin launch is stage one, not a pivot away from consumer cars. No-wheel design is the regulatory path. His earlier wheel-and-pedals volume idea gets a…
All exclusivesBooks
Consulting
AI for small businesses.
Tell me what you run. We pick tools that fit and put agents on the work.
Watch, read, follow