Farzad: If SpaceX Builds Its Own AI Chip, NVIDIA Has a Problem

Farzad RTd SawyerMerritt on Starship's first revenue-generating flight and V3 Starlink deploy and SpaceX on Starship's first Earth orbit, posted If SpaceX Builds Its Own AI Chip, NVIDIA Has a Problem, posted Amodei met with the White House after the DoD blacklisted Anthropic and RTd WatcherGuru on Trump hosting Amodei, posted Each Starship launch will add 61 Tbps of Starlink capacity, posted Flight 13 already flew V3 demo sats and soft-splashed, posted Cybercab waits are long because there aren't enough cars yet, quote-tweeted ethanmckanna on RoboTaxi about 55% the size of Waymo in downtown Austin, Kalshi on Norway EVs and Model Y, and KobeissiLetter on AI infrastructure investment, and RTd mikepat711 on a Grok Bot Mac Mini template and SawyerMerritt on Dubai autonomous vehicle testing with Tesla trials.

Starship first orbit + first revenue

Farzad RTd SawyerMerritt, Sep 28 morning CT: SpaceX's Starship rocket has successfully reached orbit and deployed its V3 Starlink satellites into orbit for the first time, officially making this Starship's first revenue-generating flight, a major milestone for the company (per SawyerMerritt).

Farzad RTd SpaceX, Sep 28 morning CT: Starship performs its orbital insertion burn and enters orbit of Earth for the first time (per SpaceX).

Farzad RTd SawyerMerritt, Sep 28 morning CT: Starship has just officially reached orbit for the first time (per SawyerMerritt).

Check Sawyer first-revenue RT here. SpaceX orbit RT here. Sawyer orbit RT here.

SpaceX AI chip / NVIDIA

Farzad, Sep 28 morning CT: If SpaceX Builds Its Own AI Chip, NVIDIA Has a Problem (native X video). Reply: Full video to YouTube (id 4VDAzWeC44k). Titles only.

Check native video here. Full video reply here.

Amodei / White House / DoD Anthropic

Farzad RTd WatcherGuru, Sep 27 afternoon CT: JUST IN: President Trump to host Anthropic CEO Dario Amodei at a private White House dinner tonight (per WatcherGuru).

Farzad, Sep 27 late evening CT: Amodei met with the White House after the DoD blacklisted Anthropic (native X video). Reply: Full video to YouTube (id Yk6RLhqkSek). Titles only.

Check WatcherGuru dinner RT here. Amodei native video here. Full video reply here.

Starship capacity + Flight 13 V3

Farzad, Sep 27 late afternoon CT: Each Starship launch will add 61 Tbps of Starlink capacity (native X video). Reply: Full video to YouTube (id yPXNT2j_qc4). Titles only.

Farzad, Sep 27 late morning CT: Flight 13 already flew V3 demo sats and soft-splashed (native X video). Reply: Full video to YouTube (id p15rO-XEtG0). Titles only.

Farzad RTd elonmusk, Sep 27 afternoon CT: It is increasingly probable that Starlink will carry a majority of Earth's IP traffic long-term. At that point, Starlink would de facto become the Internet and everything else would connect to Starlink (per elonmusk).

Check 61 Tbps native video here. Full video reply here. Flight 13 native video here. Full video reply here. Starlink IP RT here.

Cybercab waits + Austin vs Waymo

Farzad, Sep 27 late morning CT: Cybercab waits are long because there aren't enough cars yet (native X video). Reply: Full video to YouTube (id nFcFE8eIHvk). Titles only.

Farzad, Sep 27 evening CT: RoboTaxi fleet about 55% the size of Waymo in downtown Austin. Quoted ethanmckanna: Share of observed traffic downtown Austin over the last 24 hrs: Waymo I-PACE 7.2 per 1,000 cars; Tesla Cybercab 4 per 1,000 cars (per ethanmckanna). Framing is Farzad's.

Check Cybercab waits native video here. Full video reply here. Austin fleet QT here.

Dubai AV testing + Grok Bot Mac Mini

Farzad RTd SawyerMerritt, Sep 27 afternoon CT: Dubai has opened a new autonomous vehicle testing facility. It has already hosted trials involving Tesla vehicles. The facility includes approved public roads, closed testing zones, and highway environments. Dubai is aiming to have 25% autonomous transportation by 2030 (per SawyerMerritt). Farzad reply: Bet you they double that 1 year earlier than expected.

Farzad RTd mikepat711, Sep 27 late evening CT: I created a new Grok Bot Template that gives you a step-by-step walkthrough on how to setup a Mac Mini as an always-on server for driving your AI tools with your Grok Bots (per mikepat711).

Farzad, Sep 27 late evening CT: Welcome to the future. It's about to get weird(er). Quoted mikepat711: How is this real life? Seriously wtf man (per mikepat711). Framing is Farzad's.

Check Dubai AV RT here. Dubai reply here. Grok Bot Mac Mini RT here. Welcome QT here.

Norway EVs + AI infra ROI

Farzad, Sep 27 morning CT: Wow. Quoted Kalshi: JUST IN: 98% of new cars sold in Norway this year are EVs, with Tesla's Model Y leading the next model by over 300% (per Kalshi). Framing is Farzad's.

Farzad, Sep 27 late morning CT: The ROI on this is going to boggle the mind. Quoted KobeissiLetter: Total investment in data centers and AI infrastructure is projected to average 3.63% of US GDP per year from 2025 to 2032, the highest proportion among major infrastructure buildouts (per KobeissiLetter). Framing is Farzad's.

Check Norway EVs QT here. AI infra ROI QT here.