Farzad: Humanoid Labor Gets Cheaper as It Scales

Farzad said humanoid robots are the only labor pool that gets cheaper as it scales, framed NVDA earnings as just getting started, and argued the agentic harness that makes Grok Bot stupid-easy for business will be worth more than OpenAI and Anthropic combined.

Humanoid labor gets cheaper as it scales

Farzad original, Aug 26: Humanoid robots are the only labor pool on Earth that get cheaper as they scale instead of more expensive. Farzad's thesis, not a Tesla IR line.

Check the post here.

NVDA earnings. Just getting started.

Farzad, Aug 26: $NVDA earnings was unbelievable. We are just getting started. Reaction, not a restated earnings print. No EPS, revenue, or guidance numbers claimed here.

Check the post here.

Don't sleep on the Grok Bot harness

Farzad, Aug 26: The AI agentic harness that makes it stupid easy for a business to adopt it is going to be worth more than OpenAI + Anthropic combined. Don't sleep on Grok @bot. Farzad's frame. Same night he said he already used @link to pay for a physical shipment through @bot. Super easy. Farzad's firsthand use, not an X or xAI disclosure. Elon, Aug 26, replying to Teslaconomics about connecting Grok Bot to a bank account: Try it out. If Grok Bot messes up, we will make you whole. Farzad reposted that reply; he did not quote or add text.

Check the harness post here. Elon reply here. Farzad's repost here.