Farzad: OpenAI's Weird Pickle — Cerebras Deal + Starship V3 + Terafab

Farzad posted that OpenAI is in an extremely weird pickle, posted Cerebras has an enormous OpenAI inference deal and Starship is in orbit with 26 Starlink V3 satellites, projected that Terafab will likely be a primary NVIDIA supplier off Elon's "just discussions" line, RTd Dot-vs-Grok-Bot takes, shipped Explainer Bot from karpathy's method, RTd the Tesla/SpaceX merge-for-fewer-earnings-calls joke, flagged Physical AI/humanoids on an AI-usage thread, and liked a Robotaxi Tracker Cybercab density update.

OpenAI's weird pickle + Dot

Farzad, Oct 3 morning CT: OpenAI is in an extremely weird pickle. Anthropic has better models. SpaceX has better agents. Meta has bigger reach. Their saving grace is their first mover's advantage, but their products have fallen behind. Curious to see how they navigate this.

Farzad RTd heyitsyashu, Oct 3 morning CT: Holy shit I had high hopes for OpenAI's Dot but man is it a piece of hot garbage. No model selection, very very dumb technical bot, doesn't handle private keys and won't give a secure way to pass them, slow delayed notifications (per heyitsyashu).

Farzad RTd morganlinton, Oct 2 afternoon CT: Okay, so after three days with Dot, I have to say, I am really impressed with it, but I do think Grok Bot is a better product at this stage. Once you go deeper, Grok Bot is the clear market leader at the moment in my opinion; follow @poteto for deep use (per morganlinton).

Check OpenAI pickle here. Dot garbage RT here. Grok Bot vs Dot RT here.

Cerebras OpenAI inference deal

Farzad, Oct 3 morning CT: Cerebras has an enormous OpenAI inference deal (native X video). Titles only. Full video reply points to YouTube It's Not NVIDIA You Should be Watching. It's...

Check Cerebras deal video here. Full video here.

Terafab as NVIDIA supplier (his projection)

Farzad, Oct 3 morning CT: I think it's very likely Terafab will be a primary supplier for NVIDIA. Quoted elonmusk: @wholemars Just discussions, but something may come of it (per elonmusk). Farzad's own projection — keep it as his take, not a reported fact.

Check Terafab NVIDIA QT here.

Starship + 26 Starlink V3

Farzad, Oct 3 morning CT: Starship is in orbit with 26 Starlink V3 satellites inside (native X video). Titles only. Full video reply points to YouTube The Most Unbelievable Rocket Launch In History.

Check Starship V3 video here. Full video here.

Explainer Bot from karpathy

Farzad, Oct 2 late morning CT: I turned @karpathy's method of understanding the outputs of language models into a Grok @bot called Explainer Bot. Enjoy. Quoted karpathy on spending more time understanding LLM outputs, including asking an LLM to explain in ASD-STE100 (per karpathy). Bot link: Explainer bot by Farzad on x.ai.

Check Explainer Bot QT here.

Tesla/SpaceX merge joke + Physical AI + Robotaxi

Farzad RTd MrGoldBro, Oct 2 evening CT: The main reason Elon wants to merge Tesla and SpaceX is that he doesn't want 8 earnings calls a year (per MrGoldBro).

Farzad, Oct 2 afternoon CT: We're not even talking about Physical AI like humanoids!!! Replied to XFreeze that only a tiny percentage of people use AI heavily and that 10% daily use would mean hundreds of millions constantly running models (per XFreeze).

Farzad liked ethanmckanna, Oct 2 evening CT: Today has been big for Tesla Robotaxi, with Cybercab hitting 2 per 1k vehicles scanned between 6-7pm. And now Robotaxi Tracker is distinguishing between driverless and the test fleet (per ethanmckanna).

Check Tesla/SpaceX merge RT here. Physical AI reply here. Cybercab density like here.