Farzad: Grok Bot Wins If It Stays Model Agnostic

Farzad argued Grok Bot gets insanely powerful if it stays model-agnostic and SpaceXAI builds the orchestrator, said the real risk is an AI wealth gap not an AI bubble, and put Elon's roughly $3.5T SpaceX revenue guess around 2033 at about a 92% CAGR.

Grok Bot wins if it stays model agnostic

Farzad original, Aug 28: Grok @bot will be insanely powerful if it's completely model agnostic and @SpaceXAI hyper-focuses on the greatest orchestrator AI of all time. That orchestrator picks the best model(s) for your prompt by cost and speed. Over time SpaceXAI can optimize its own models to execute tasks inside Grok Bot. Humans already can't keep up with which model is best at what, at what cost, at what speed. Farzad's add: SpaceX will own so much compute that, in theory, those other models will likely be served from SpaceX data centers on the ground or in space. $SPCX. Farzad's thesis, not an xAI or SpaceX product roadmap.

Check the post here.

Not an AI bubble. A wealth gap.

Farzad, Aug 27, quoting @KobeissiLetter: We don't have an AI bubble risk. We have an increasing wealth gap risk. All the "AI IS A BUBBLE" nonsense distracts from people with assets, primarily stock in AI companies, getting extremely wealthy relative to everyone else. The quoted KobeissiLetter line Farzad amplified: US corporate profits +22.8% YoY in Q2 2026 to a record $4.8T, largest annual increase since Q4 2021. Those profit figures are KobeissiLetter's claim in the quoted post, not Farzad's independent print.

Check the post here. KobeissiLetter here.

~92% CAGR on Elon's SpaceX revenue guess

Elon, Aug 27, replying to @aaronburnett: best guess for ~$3.5T revenue is roughly around 2033. Farzad quote: That's a CAGR of roughly 92%. $SPCX. Farzad's CAGR math on Elon's guess, not a SpaceX IR forecast and not a committed date.

Check the post here. Elon reply here.