Farzad: Grok Bot Revenue Massively Underestimated
Farzad called Grok Bot revenue massively underestimated and said SpaceXAI plus local SpaceX/Tesla hardware will make agents sticky, posted that you can run Grok Build CLI inside a Grok Bot and copy his Researchy, reposted Jensen Huang that AI is reindustrializing America, and reposted Elon that AI will be superhuman at anything digital by the end of next year.
Grok Bot revenue massively underestimated
Farzad, Aug 30, quoting @mrfundman: Welcome to the agentic era. Once a tool becomes sticky, good luck leaving it. Grok @bot revenue massively underestimated IMO. Memory/execution will get exponentially better as well as SpaceXAI optimizes models for its own harness. Not even talking about running these locally on proprietary SpaceX/Tesla hardware powered by cars/bots/powerwall. Gonna get weeeiiirrdddddd $SPCX $TSLA. mrfundman's quoted line: after two weeks of testing, Grok Bot automatons started coming out so good — connect it to different tools, give references and clear instructions, the more you use the better it gets. Farzad's revenue, SpaceXAI, and local SpaceX/Tesla hardware lines are his thesis on that post, not a SpaceX or Tesla product announcement in the tweet.
Check the post here. mrfundman here.
Grok Bot on Grok Build CLI
Farzad, Aug 30, quoting Elon: You can actually create an agent in Grok Bot that exclusively uses Grok Build in CLI with the latest Grok models at the highest thinking level. You can copy mine - his name is Researchy. He's awesome. Elon's quoted line: Should say that I personally still find the @Grok app more useful for some tasks than @Bot. Worth trying it out on super tough tasks if you haven't in a while. Farzad's Researchy / Grok Build CLI setup is his reply to that, not Elon endorsing Researchy. The copy link in the tweet is the x.ai bot page titled Researchy by Farzad.
Check the post here. Elon here. Researchy bot here.
Jensen: AI is reindustrializing America
Jensen Huang, Aug 30, quoting Gavin Baker: Gavin, spot on. AI is bringing manufacturing back to America and reindustrializing the nation after decades of offshoring. AI is creating demand that drives investment in our aging power grid and sustainable energy, powered by market forces, not subsidies. AI is creating construction and manufacturing jobs across energy plants, chip fabs and data centers. AI is creating new companies and industries. $400 billion has been invested in AI startups in the past six months alone. Farzad reposted Jensen. Earlier he also reposted Gavin's recant: well-structured data center projects have largely addressed water, taxes, jobs, power, and small-town concerns, and on balance data centers are awesome for America. The $400 billion in six months is Jensen's figure. Gavin's recant is Gavin's. Neither is a Farzad count.
Check the post here. Jensen here. Gavin here. Farzad's Gavin repost here.
Superhuman at anything digital by next year
Elon, Aug 31: AI will be able to do anything digital (that doesn't require shaping atoms) at a superhuman level by the end of next year. Farzad reposted. Reply to @rauchg. "End of next year" is Elon's phrasing on Aug 31, 2026, not a dated product roadmap.
Newsletter
Want the deeper cut?
The digest is the daily pulse. The newsletter is where it goes longer.