Farzad: SpaceX compute profit "truly bananas" + Robotaxi 24/7 "HUGE news."

Wednesday evening Farzad posted a prediction: SpaceX will be the world's most valuable company by the end of 2027. Then he posted his reasons, and most of them are about compute. That's his projection. Also today: Deirdre Bosa's 90 day cancel question, a datacenter fiscal surplus take, Robotaxi 24/7, Elon on Cybertruck through summer 2027 and Grok Bot 1.0.

"Truly bananas"

Farzad, Wednesday at 7:02pm CST:

Prediction - SpaceX will be the world's most valuable company by the end of 2027 $SPCX

That's his projection, and it ends with the cashtag $SPCX. The post gives no valuation figures. At 7:16pm he replied to it:

Reasons:

Fastest to bypass physical/political bottlenecks to stand up compute inevitably leads to taking a major share of world's AI computing needs.

And as models continue to get better to the point where they can do literally ANYTHING - as Fable 5.2 is beginning to show - the demand for a token of high quality intelligence will be THROUGH THE ROOF.

And in an environment where Data Centers are being artificially slowed down, the supply/demand dynamics will force the price of a token to skyrocket upwards WHILE the cost of generating said tokens will plummet due to model advancements and chip innovations.

Therefore, the amount of profit SpaceX is going to be able to generate on compute is truly bananas.

AND ON TOP OF THIS - as the demand of said compute begins to go ballistic because AGENTS THEMSELVES will be EXTREMELY GOOD at deploying said intelligence, the amount of bandwidth itself will be a huge bottleneck, which WOULD YOU LOOK AT THAT Starlink is the only one realistically positioned to solve this at scale for the entire planet.

And shockingly all of this starts to show up in the P&L next year.

All of that is Farzad's forecast. He doesn't put numbers on token prices or SpaceX's compute profit, and he doesn't name the data centers he sees as "artificially slowed down." Fable 5.2 is his example of models getting better. "Starlink is the only one realistically positioned" is his call, and "next year" is his timing for the P&L. The reply had 52 likes and 4,986 impressions. The prediction had 1,472 likes, 89 replies and 36,014 impressions.

Check the prediction here. His reasons here.

"Who has the better hand"

Deirdre Bosa (dee_bosa), Wednesday at 2:49pm CST:

maybe the most important Q in AI right now: who has the better hand on a 90 day cancel? Anthropic or SpaceX?

That's a question, and Bosa doesn't answer it. Her post doesn't say what the 90 days apply to. SpaceX's June 2026 IPO prospectus describes compute agreements signed with Anthropic in May 2026, under which Anthropic pays $1.25 billion a month through May 2029. It says that after an initial three-month period, either party can end them on 90 days' notice. Bosa doesn't cite the filing. Farzad liked it and RTd it at 4:02pm CST without comment. It had 162 likes, 29 replies and 38,578 impressions.

Bosa's post quotes an Elon reply from 11:40am CST. Elon was answering aaronburnett:

We would be happy to take the compute back. No problem.

But I think the opposite is going to happen.

That's Elon's whole reply, and it doesn't say whose compute he means or what "the opposite" would be. aaronburnett's full post says "its obvious the anthropic comment is in response to some form of "what happens if demand doesn't continue and your stuck with above market compute rates?" from a sell side analyst." That's aaronburnett's read, and the post, which has four images attached, doesn't say who made the Anthropic comment. Farzad liked Elon's reply and RTd it at 1:53pm CST. It had 8,929 likes and about 700,000 impressions.

Check Deirdre Bosa here. Farzad's RT here. Elon here. Farzad's RT here. aaronburnett here.

"800GW on Earth"

Elon, Wednesday at 2:22pm CST, replying to TheFlintFace:

100GW in space is roughly equal to 800GW on Earth.

Elon adds that solar on Earth "must be paired with massive batteries to continue powering compute at night and supplemented with combustion or nuclear power during winter," and ends with "These are not the same at all." TheFlintFace had posted that China "installed 315 GW of solar in 2025." That's TheFlintFace's figure. The 8-to-1 ratio is Elon's, and he doesn't show the math. Farzad liked the reply and RTd it at 4:01pm CST. It had 10,764 likes and about 1.05 million impressions.

Elon, Thursday at 3:21am CST, which Farzad liked:

The road ahead is long and we are still in the first mile, although it may seem otherwise

Elon was replying to a Tuesday post from marsrepublica that said "Dario's theory of frontier labs separating from the rest after crossing a certain capability threshold is increasingly becoming clear" and "I don't like how comfortable Elon has become with this." That's marsrepublica's take. Elon's reply had 3,792 likes and 159,672 impressions.

Check Elon's 800GW reply here. Farzad's RT here. Elon's first mile reply here. marsrepublica here.

"Fiscal surplus"

anabology, Wednesday at 5:19pm CST:

Soon every city / state that permits datacenter construction will have a fiscal surplus, and those that don't will not

That's anabology's forecast. The post quotes a 2:40pm CST post from KatieMiller: "Thanks to @elonmusk & @SpaceX, the City of Memphis finished its Fiscal Year ahead of budget for the first time in a long time." KatieMiller adds, "The City is tracking roughly $5.6 million ahead for the current year."

KatieMiller's post ends: "Memphis Mayor Paul Young said this week that SpaceX generated $54 million in taxes for the City and County this year." The Memphis numbers are KatieMiller's account of the mayor's remarks. The jump to "every city / state" is anabology's.

Elon replied to anabology at 9:05pm CST:

True

That's his whole reply. Farzad liked anabology's post and Elon's reply. anabology's had 2,116 likes and 152,311 impressions. Elon's had 4,198 likes and 157,424 impressions.

Check anabology here. KatieMiller here. Elon here.

"HUGE news."

Robotaxi (robotaxi), Wednesday at 10:31pm CST:

Robotaxi now runs 24/7

Every city we're available in

That's the account's claim, with a video attached. The post doesn't list the cities. Farzad liked it and quoted it at 10:34pm CST:

HUGE news.

That's his whole reaction. His quote had 1,010 likes and 16,749 impressions. The Robotaxi post had 17,442 likes and about 1.98 million impressions.

Elon, Wednesday at 11:11am CST:

In order to work through more of the Cybertruck order backlog, production will be extended through the end of summer 2027

That's Elon's statement. It doesn't give the size of the backlog or say when production had been scheduled to end. Farzad liked it and RTd it at 12:01pm CST. It had about 51,200 likes and about 7.13 million impressions. Yesterday's Digest covered UP's open offer to take over the Cybertruck line. Elon's post doesn't mention UP.

Elon, Thursday at 12:12am CST, replying to Farzad's "Why Tesla Is Building A School For Robots" post:

Optimus Academy

That's the whole reply. Farzad liked it. It had 5,032 likes and 163,583 impressions.

Check Robotaxi here. Farzad here. Elon here. Farzad's RT here. Elon's Optimus Academy reply here.

"AI teammates"

Grok Bot (bot), Wednesday at 12:22pm CST:

Introducing Grok Bot 1.0. AI teammates that work alongside your whole team.

Share Bots, collaborate with them in Slack and Teams, invite them to meetings, and watch them learn and become more helpful.

That's the launch post, with a video attached. The text doesn't say who can use it or what it costs. Farzad liked it and RTd it at 1:53pm CST. It had 13,902 likes and about 53.5 million impressions.

Farzad, Wednesday at 9:35am CST, quoting iruletheworldmo:

Gemini Argon is EASILY the best writer IMO.

Haven't tried Carbon yet for my use cases.

But Gemini is TOTALLY back.

That's his opinion, and he doesn't say which models he's comparing Argon with. The post he quoted is from iruletheworldmo, who writes of having "early access to gemini argon and now carbon," says "im blown away by the progress at google" and adds "it's great at writing." Farzad's post had 115 likes and 11,583 impressions.

Check Grok Bot here. Farzad's RT here. Farzad here. iruletheworldmo here.

"No words."

Jensen Huang is out as Nvidia CEO, and Nvidia's own documents confirm it. The company's press release, dated November 12, says the board "announced today that Jensen Huang has resigned as President, Chief Executive Officer, and a member of the Board, effective immediately," and that CFO Colette Kress "has agreed to serve as Interim Chief Executive Officer." Nvidia's Form 8-K, filed at 7:52am CST, says the board accepted the resignation on November 11 and named Harvey C. Jones, a director since 1993, as Chair. Neither document gives a reason.

Polymarket, Thursday at 7:52am CST:

BREAKING: Jensen Huang officially resigns as Nvidia CEO, effective immediately.

Farzad liked it and quoted it at 8:13am CST:

No words.

That's his whole post. It had 166 likes, 43 replies and 5,028 impressions at pull time.

Sawyer Merritt, 8:23am CST, which Farzad liked:

Nvidia has announced that Jensen Huang has resigned as CEO, President, and a member of the Board, effective immediately. CFO Colette Kress has agreed to serve as Interim CEO.

Sawyer's post then quotes this passage: "Jensen's contributions to NVIDIA are profound. NVIDIA is one of the most consequential technology companies in the world. The Board and the company thank Jensen for his immeasurable contributions to the company and the industry." That passage is in Nvidia's press release. Sawyer's post ends with "Wow." and has an image attached. The release says Kress stays CFO while she serves as interim CEO, the board will consider internal and external candidates for a permanent CEO, and third-quarter results will still come out Tuesday, November 17, around 3:20pm CST. Sawyer's post had 724 likes and 41,920 impressions about 20 minutes after it went up. Polymarket's had about 8,800 likes and more than 310,000 impressions.

Check Polymarket here. Farzad here. Sawyer here.

"Going to melt your brain"

Farzad, Wednesday at 9:40pm CST:

Tomorrow's video is going to melt your brain.

A few minutes later he quoted that post:

It's about chips BTW.

I don't think most people realize that as INCREDIBLY IMPRESSIVE chip making is, and how it's literally like magic, it's still open to a gigantic amount of disruption, especially around the process flow and optimization of chip-making factories.

That's his opinion. He doesn't name the video or a company, and this pull doesn't show which upload he meant. The teaser had 82 likes and 14,482 impressions, and the chips post had 63 likes.

Farzad posted "SpaceX Just Made A Huge Announcement" Wednesday at 9:03am CST. A second later he replied "Made with my Grok Bot Solo:" with a link to the bot. The link preview calls Solo a "Long-form video maker by Farzad." He posted "Elon's Insane Super Intelligence Plan" Thursday at 6:09am CST with the same Solo reply. Those two had 508 and 216 likes.

He also posted "Why Google Wants Its AI Satellites Flying 200 Meters Apart" (Wednesday 9:13am CST), "Why TSMC Moved Chip Power Wires to the Back of the Wafer" (12:06pm), "Why Tesla Is Building A School For Robots" (2:08pm), "Why Microsoft Hollowed Out Its Fiber to Send Light 47% Faster" (3:08pm), "Why Boston Dynamics Gave Its Atlas Robot Only 4 Fingers" (6:07pm), "Why Cerebras Refuses to Cut Its Wafer Into Chips" (9:09pm), "Why SpaceX Gave Starship's New Booster Only 3 Grid Fins" (Thursday 3:10am CST), "Why China's AI Satellites Think Before They Phone Home" (3:40am) and "Why Big AI Models Let a Tiny Model Guess Their Words First" (6:15am). The robots video got 1,314 likes and 126,569 impressions, the most of the 11. This Digest covers the titles only. It doesn't check what the videos claim or quote their narration as Farzad's words.

Check the teaser here. The chips post here. Check SpaceX Just Made A Huge Announcement here. The Solo reply here. Check Elon's Insane Super Intelligence Plan here. The Solo reply here. Check Why Google Wants Its AI Satellites Flying 200 Meters Apart here. Check Why TSMC Moved Chip Power Wires to the Back of the Wafer here. Check Why Tesla Is Building A School For Robots here. Check Why Microsoft Hollowed Out Its Fiber to Send Light 47% Faster here. Check Why Boston Dynamics Gave Its Atlas Robot Only 4 Fingers here. Check Why Cerebras Refuses to Cut Its Wafer Into Chips here. Check Why SpaceX Gave Starship's New Booster Only 3 Grid Fins here. Check Why China's AI Satellites Think Before They Phone Home here. Check Why Big AI Models Let a Tiny Model Guess Their Words First here.