Farzad Digest
41 entries
Daily signal. No filler.
Short breakdowns of what actually moved, and what to do about it.
September 2026
8041Farzad: Cybercab at ~$2.07 a MileFarzad posted a Cybercab ride at ~$2.07 per mile with a cost-and-margin read (~$0.80 now, sub-$0.50 later, 75%+ margin if regs throttle supply), said physical-AI moat and Cybercab polish are hard to grasp without seat…040Farzad: Tesla Has Solved Self-DrivingFarzad quote-tweeted that after extended Cybercab time he is pretty confident Tesla has solved self-driving and that earnings will talk the profit-per-mile dynamic, posted Terafab and ASML Shorts plus a Model Y vs Model…039Farzad: Cybercab Profit Per Mile Goes VerticalFarzad quote-tweeted that if regulations slow Tesla’s rollout, Cybercab profit per mile goes very high on demand vs supply, reposted nerdalert’s Uber-bulls unit-economics case and Dave Lee’s underestimating-Cybercab…038Farzad: Cleared the Air With JasonFarzad said he and Jason cleared the air on a phone call and that they are all good, quote-tweeted Kalshi’s Robotaxi #1 travel-app claim as Signal, and pushed the Uber-in-the-West profit-per-mile collapse case. He also…037Farzad: Can Cybercab Kill Uber?Farzad posted Can Tesla’s Cybercab Actually Kill Uber? as a subscribers-only sneak peek then a public clip, argued Tesla is signaling third parties to run fleet ops like an airline or Amazon model, and said he wants…036Farzad: Uber Is Cooked. Own the Stack.Farzad said AI winners will own power, chips, model, and distribution, with SpaceX and Terafab as the hardware bet, and that Uber partnering with driver unions to slow robotaxis only locks in higher human cost per mile…035Farzad: X Ads API Plugin Same DayFarzad asked for a Grok Bot X Ads API path to manage book ads and got a plugin the same day. Elon replied Will fix on his ask to lift the 10-minute video upload API cap. He also laid out a Master-agent setup that pings…034Farzad: Cybercab VINs Point to ~2,500 BuiltFarzad says Cybercab VINs point to about 2,500 built so far and that weekly run-rate by year-end could hit 1,000–2,000. He quotes Sawyer on Austin Cybercabs and tells him to count the steering wheels. He also argues…
August 2026
19033Farzad: Grok Bot Revenue Massively UnderestimatedFarzad says Grok Bot revenue is massively underestimated, SpaceXAI will optimize models for its own harness, and agents will run locally on SpaceX/Tesla hardware. He posted that you can run Grok Build CLI inside a Grok…032Farzad: SpaceX Will Cast Turbine Blades In-HouseFarzad quote-tweeted Elon: SpaceX and Tesla each building 100GW/year of solar, with SpaceX in-house blade-and-vane casting to pull natural-gas turbines forward by up to 18 months. He also reposts Kalshi that NASA chief…031Farzad: SpaceX and Anthropic vs OpenAIFarzad reads Cursor's Anthropic-at-SpaceX line as SpaceX and Anthropic teaming against OpenAI, says investible capital may run out before an AI bubble pops, and ties Axios's China/data-center story to a coming boom once…030Farzad: Grok Bot Wins If It Stays Model AgnosticFarzad says Grok Bot wins if SpaceXAI builds the orchestrator that picks models by cost and speed, reframes AI bubble talk as a wealth-gap problem, and puts Elon's ~$3.5T SpaceX revenue guess at roughly 92% CAGR into…029Farzad: Humanoid Labor Gets Cheaper as It ScalesFarzad says humanoid robots are the only labor pool that gets cheaper as it scales, calls NVDA earnings a just-getting-started print, and argues the business-ready Grok Bot harness will outvalue OpenAI plus Anthropic.028Farzad: Louisiana Just Locked StarbaseFarzad congratulates Louisiana on Starbase, calls SpaceX Starlink giveback another Abundance proof, and flags that the +31 data-center swing is a May Rainey Center message test, not a new overnight poll.027Farzad: A Data-Center Ban Exports the UpsideFarzad says a U.S. data-center ban exports the upside, asks hyperscalers to coin an Abundance Dividend for host zip codes, and argues people massively underestimate how fast Grok bot lifts $SPCX revenues.026Farzad: Deliver AI Benefits. Stop Explaining Them.Farzad to AI leaders: prove abundance instead of explaining it. Vercel AI Gateway open-weight tokens hit 62% on Aug 22, up from 28.4% on Jun 24. Farzad calls that bullish for $SPCX.025Elon: Wind Down Falcon Once Starship Flies Several Times a WeekElon says once Starship flies reliably several times per week, SpaceX shifts scarce engineering to several launches a day, which means winding down Falcon. WSJ Dan Neil called FSD amazing after two hours.024Cybercab Launch Invites Show September 3 in AustinSawyer and Gail posted Tesla-branded Cybercab invites dated 09.03.26 in Austin. Tesla has not printed that date. xAI opened Grok Bot to SuperGrok Plus and Cursor Pro+.023Tesla Gets a 5,000-Robotaxi Cap in Clark CountyNevada raised Tesla's robotaxi cap from 10 to 5,000 in Clark County. Elon is aiming at 30 Starship launches a day by 2030.022Cancer Vaccine Clears Phase 3Farzad says people are still bearish while a personalized mRNA shot just cleared Phase 3. Amazon wants drones in nearly 500 U.S. cities this year.021Grok Starts Paying for SpaceXFarzad says Grok is about to mint real money for SpaceX. Einride just ordered 500 Tesla Semis, the largest deployment yet.020Starship Lives Off Christmas IslandAfter 24 days at sea, SpaceX guided Starship just off Christmas Island. Tesla is handing Robotaxi rides through 8/23 for a shot at the Cybercab launch.019Intelligence Per Joule Just Jumped 18xAmjad said intelligence per joule jumped 18x in 16 months. Elon quoted it. Tesla FSD then braked a red-light runner a human would have hit.018The Only Way to Scale AI by 2029 Is OrbitElon said land power and permitting fail around 2029. Nvidia, Google, and AMD just put about $100 billion into SpaceX.017SpaceX Is Half of Harvard's Disclosed Stock BookKalshi says SpaceX is 50% of Harvard's publicly disclosed stock portfolio. A California Uber driver says FSD now handles 95% of his shift.016Terafab Texas Will Be the Most Valuable Building on EarthElon just said Terafab Texas will be the largest and most valuable building on Earth.015Starship Is Still Floating in the OceanStarship is still floating in the ocean, and 16 million people watched a ship that refused to sink.
July 2026
4014The Pad Is as Hard as the RocketSpaceX just told 3 million people that the pad is as complicated as the most powerful rocket on the planet.013Kimi K3 Is the Inflection Closed Labs Don't WantKimi K3 just got called an inflection that is bad for Anthropic and OpenAI and good for every other company on earth.012The Humanoid Bet Lives or Dies at the FingertipsNEO just showed 25-DoF tendon hands, and seventy years of robotics working around the hand problem is over if those fingertips hold.011Claude Fable 5 Is Back With US Government Cyber BlocksFable 5 returns globally tomorrow with new classifiers, bolted on after talks with the US government, that block more cybersecurity tasks.
June 2026
4010Starlink Just Lit Up the First Southwest Flight Gate to GateThe first Southwest flight with Starlink is in the air, gate to gate, and that is the consumer proof the constellation was built for.009SpaceX Just Raised $85.7 Billion and Nobody Is ReadySpaceX just raised $85.7 billion, and the historical spend chart says the next programs are a different magnitude.008Claude Fable 5 Is a Mythos-Class Model for General UseAnthropic just put Fable 5 in general use and called it more capable than any model they have ever shipped that way.007Claude Is Already Building a More Capable SuccessorAnthropic's own data says Claude is already accelerating the path to a model that builds the next one.
May 2026
5006Opus 4.8 Works Longer Without YouAnthropic shipped Opus 4.8 with sharper judgment and longer independent work, then raised $65 billion at a $965 billion valuation the same week.005Karpathy Just Joined AnthropicAndrej Karpathy joined Anthropic to get back to frontier R&D. That is a talent signal the whole industry will price.004She Paints With Her Mind After 20 YearsTwenty years after a crash left her paralyzed, Audrey is making art through a Neuralink brain-computer interface.003Elon Walked an Intel Fab With SpaceX and TeslaElon toured Intel's Oregon fab and teed up a partnership with SpaceX and Tesla. Chips, rockets, and cars just sat at the same table.002Grok 4.3 Just Entered the FightGrok 4.3 is live, and the model race now has another frontier system sitting on a SpaceX-scale stack.