Farzad: NVIDIA + AWS AI Buildout + Starship Economics + CPUs Sold Out

Farzad posted NVIDIA and AWS Just Locked In the AI Buildout and Starship Flips the Economics of Space for AI, posted Why CPUs Are About To Be Sold Out Everywhere and that SpaceX destroys everyone in AI on CPU data centers for agentic workloads, joked he needs his own data center, said we're gonna need so many CPUs, said his Video Creator Grok @bot made How AI Learned To Think autonomously, projected AI hits 50% paid adoption by 2030, quote-tweeted Tesla passing Waymo in Austin as a big $TSLA milestone, called FSD massively deflationary for luxury transport, called Texas the 51st State, RTd TeslaLarry's Terafab partner list, and flagged bryan_johnson's Tobi biomarker race writeup as a must read.

NVIDIA + AWS buildout + Starship economics

Farzad, Oct 5 morning CT: NVIDIA and AWS Just Locked In the AI Buildout (native X video). Titles only. Full video reply points to YouTube NVIDIA's New Product Will Slash the Price of Everything.

Farzad, Oct 5 morning CT: Starship Flips the Economics of Space for AI (native X video). Titles only. Full video reply points to YouTube No One Realizes What Elon Musk Just Created.

Check NVIDIA + AWS video here. Full video here. Starship economics video here. Full video here.

CPUs + SpaceX agentic compute (his take)

Farzad, Oct 4 late morning CT: Guys we're gonna need so many CPUs you have no freaking idea.

Farzad, Oct 4 afternoon CT: SpaceX destroys everyone in AI if they go absolutely insanely HAM in building out CPU-based data centers to execute agentic workloads. People are MASSIVELY sleeping on CPUs. His take.

Farzad, Oct 4 afternoon CT: I think I need my own data center. (photo)

Farzad, Oct 4 late evening CT: Why CPUs Are About To Be Sold Out Everywhere (native X video). Titles only. Reply says the video was 100% autonomously generated by his Grok @bot Video Creator.

Check so many CPUs here. SpaceX CPU thesis here. Own data center here. CPUs sold out video here.

Video Creator bot made How AI Learned To Think

Farzad, Oct 3 late evening CT: How AI Learned To Think (native X video). Titles only.

Farzad, Oct 3 late evening CT: This video was 100% autonomously created with my Grok @bot called 'Video Creator'. All I did was give it the idea, and it autonomously created the animations, found the clips, researched, scripted, edited, outlined, and everything in between. The bot will auto-hatch helper bots that it uses to delegate tasks. It will tailor itself to your style, and will connect to whatever sources you want to generate the videos, voice, animations, scripts, etc. Or you can choose default settings and it'll figure out the best way to generate videos based on what you have access to. Quoted his How AI Learned To Think post. Bot link: Video Creator by Farzad on x.ai.

Check How AI Learned To Think here. Video Creator QT here. Video Creator bot here.

AI to 50% paid adoption by 2030 (his projection)

Farzad, Oct 4 late evening CT: I think AI will get to 50% paid adoption by 2030 at the latest. Quoted rubenhassid: How long did it take to go from 2% to 50% adoption in the USA: Cars 15 years, Internet 7.5 years, Computer 19 years, Smartphone 6.5 years, AI just reached 2% today (per rubenhassid). The 50% by 2030 call is Farzad's.

Check AI adoption QT here. rubenhassid here.

Tesla passed Waymo in Austin + FSD luxury

Farzad, Oct 4 afternoon CT: Big milestone $TSLA. Quoted sspencer_smb: Tesla has passed Waymo deployment in Austin based on traffic cam snapshots past 24hrs (per sspencer_smb).

Farzad, Oct 3 late afternoon CT: FSD is massively deflationary for luxury transport. What's a better luxury feature than not having to drive? Quoted SawyerMerritt: Jason Oppenheim, founder of Oppenheim Group, just sold his Bentley for a Tesla Model Y and is buying Teslas with FSD for 10 employees (per SawyerMerritt). Luxury framing is Farzad's.

Farzad liked SawyerMerritt, Oct 4 late morning CT: Tesla's Robotaxi app is now available to download on the Apple App Store and Google Play Store in many more countries around the world, including the UK, Australia, Germany, Italy, Sweden, Singapore, and more (per SawyerMerritt).

Check Tesla Waymo milestone QT here. sspencer_smb here. FSD luxury QT here. SawyerMerritt Oppenheim here. Robotaxi app like here.

Texas 51st State + Terafab partners

Farzad, Oct 4 late afternoon CT: 51st State! Quoted unusual_whales: Texas has an estimated nominal GDP of roughly $2.9 trillion, making its economy larger than both Canada and Italy, per FT (per unusual_whales).

Farzad RTd TeslaLarry, Oct 3 evening CT: The list of industry leaders seeking to join Elon in the Terafab project is growing, and it may now include TSMC. Intel signed on in April, and Elon says Terafab plans to use Intel's 14A process. Nvidia's Jensen Huang says he and Elon have spent hours talking through Terafab. ASML hosted Elon in June and said it will collaborate, and its CFO has built Terafab into ASML's plans for 2027 and 2028. Now TSMC is in talks (per TeslaLarry). Partner lines are TeslaLarry's.

Check 51st State QT here. unusual_whales here. TeslaLarry RT here. TeslaLarry here.

Must read: bryan_johnson on Tobi's race biomarkers

Farzad, Oct 4 late evening CT: Must read. Quoted bryan_johnson reviewing Tobi's biomarkers from a car race (heart rate, respiration, nervous system, focus, brain state, and more), including extreme heat, dehydration, and flow-state observations from the data (per bryan_johnson). Truncated; full writeup is on the quoted post.

Check Must read QT here. bryan_johnson here.