Explore Categories

Explore Topics

Press Esc to close
0
Skip to Content
Farzad
Home
About
Newsletter
Store
69420
Abundance or Collapse
Login Account
Farzad
Home
About
Newsletter
Store
69420
Abundance or Collapse
Login Account
Home
About
Newsletter
Store
69420
Abundance or Collapse
Login Account
Brazil Clears Six Spectrum Bands for Starlink Direct-to-Cell — But Only Through a Carrier
Farzad Exclusive 7/6/26 Farzad Exclusive 7/6/26

Brazil Clears Six Spectrum Bands for Starlink Direct-to-Cell — But Only Through a Carrier

Anatel’s July 2 allocation of six secondary mobile bands hands SpaceX a regulatory opening in one of its largest markets, yet a mandatory Brazilian carrier partner and 90 days of pending technical rules leave the business case unresolved.

Read More
Tesla Files 'Megapod' Trademark, Setting the Stage for an AI Box That Pays Homeowners
Farzad Exclusive 7/6/26 Farzad Exclusive 7/6/26

Tesla Files 'Megapod' Trademark, Setting the Stage for an AI Box That Pays Homeowners

A June 18th filing for modular AI data center hardware reveals how Tesla’s five-layer stack — chip, power, cooling, fab, and model — points toward a home unit that computes, heats, powers, and earns.

Read More
Tesla's Registered Texas Robotaxi Fleet Reaches 102 Model Ys as Steering-Wheel-Free Cybercab Hits Austin Roads
Farzad Exclusive 7/5/26 Farzad Exclusive 7/5/26

Tesla's Registered Texas Robotaxi Fleet Reaches 102 Model Ys as Steering-Wheel-Free Cybercab Hits Austin Roads

Tesla has more than doubled its registered Austin-area robotaxi fleet since late May and is now road-testing a production Cybercab without a steering wheel or pedals, even as regulation, not vehicle count, remains the real gate on unsupervised service.

Read More
Tesla Files "Megapod" Trademark, Setting Up a Five-Layer AI Stack No Rival Owns
Farzad Exclusive 7/4/26 Farzad Exclusive 7/4/26

Tesla Files "Megapod" Trademark, Setting Up a Five-Layer AI Stack No Rival Owns

A June 18, 2026 USPTO filing for modular AI data center hardware reveals how Tesla plans to flip from compute buyer to compute seller—and eventually shrink the whole box down to a Powerwall bolted to your house that heats, powers, and pays you.

Read More
Tesla Turns On Unsupervised Robotaxi Rides in Miami, Its First Market Outside Texas and California
Farzad Exclusive 7/4/26 Farzad Exclusive 7/4/26

Tesla Turns On Unsupervised Robotaxi Rides in Miami, Its First Market Outside Texas and California

The July 3rd launch pushes driverless Model Y ride-hailing into a third state and straight into Waymo’s home turf, even as Tesla stays silent on fleet size, pricing, and safety data.

Read More
SpaceX Puts a Fuel-Free Lunar Railgun on Its Roadmap, Reviving a 1977 MIT Machine
Farzad Exclusive 7/3/26 Farzad Exclusive 7/3/26

SpaceX Puts a Fuel-Free Lunar Railgun on Its Roadmap, Reviving a 1977 MIT Machine

A magnetic mass driver that flings cargo off the Moon on electricity alone landed in SpaceX’s S-1 filing, and the physics behind it - 22 times cheaper than escaping Earth - has had working prototypes sitting on a shelf for nearly 50 years.

Read More
Tesla Delivers 480,126 Cars in Q2 as 13.5 GWh Storage Quarter Steals the Story
Farzad Exclusive 7/3/26 Farzad Exclusive 7/3/26

Tesla Delivers 480,126 Cars in Q2 as 13.5 GWh Storage Quarter Steals the Story

A 25% year-over-year delivery jump blew past the ~406,000 Wall Street expected, yet shares still dropped about 7% and the real signal sat in an energy business now deploying near-record storage ahead of the July 22nd earnings update.

Read More
Musk Warns Optimus Production Will Start Extremely Slow at Fremont
Musk & Strategy Farzad Exclusive 7/2/26 Musk & Strategy Farzad Exclusive 7/2/26

Musk Warns Optimus Production Will Start Extremely Slow at Fremont

Tesla is building a modular Optimus line in Fremont designed for iteration before scale, and the deliberately slow start is the strongest signal yet that the humanoid robot is a twenty-year manufacturing story rather than a near-term revenue event.

Read More
SpaceX Puts a Lunar Mass Driver in Its Roadmap, Reviving a 1977 Physics Bet
First Principles Farzad Exclusive 7/2/26 First Principles Farzad Exclusive 7/2/26

SpaceX Puts a Lunar Mass Driver in Its Roadmap, Reviving a 1977 Physics Bet

A fuel-free electromagnetic catapult that flings cargo off the Moon using only electricity and magnets landed in SpaceX’s S-1 filing — reviving a Princeton physicist’s 50-year-old idea that turns lunar dirt into the cheapest mass in the solar system.

Read More
SpaceX Bets Its IPO on Turning Space-Based Sunlight Into Intelligence With AI-1 Orbital Data Centers
Musk & Strategy Farzad Exclusive 7/1/26 Musk & Strategy Farzad Exclusive 7/1/26

SpaceX Bets Its IPO on Turning Space-Based Sunlight Into Intelligence With AI-1 Orbital Data Centers

Alongside its historic public offering, SpaceX unveiled AI-1, a solar-powered satellite carrying a 150-kilowatt computing payload, revealing a vertically integrated plan to manufacture cognition from the cheapest energy in the solar system.

Read More
SpaceX Absorbs xAI and Bets Its $1 Trillion Revenue Target on Compute, Not Rockets
Musk & Strategy Farzad Exclusive 7/1/26 Musk & Strategy Farzad Exclusive 7/1/26

SpaceX Absorbs xAI and Bets Its $1 Trillion Revenue Target on Compute, Not Rockets

Fresh off the largest IPO in history, Elon Musk is claiming SpaceX can multiply revenue 54x by 2030 — a promise that only makes sense because the company quietly became an AI infrastructure play whose addressable market it pegs at $28.5 trillion.

Read More
SpaceX's IPO Bets Everything On One Number: The 95% Collapse In Cost-To-Orbit
Tech Investing Farzad Exclusive 7/1/26 Tech Investing Farzad Exclusive 7/1/26

SpaceX's IPO Bets Everything On One Number: The 95% Collapse In Cost-To-Orbit

A $1.77 trillion valuation that careful models can’t justify makes perfect sense once you see the cost of putting internet bandwidth into orbit fall from $6.55 to 30 cents per megabit per second, and why the same curve unlocks data centers in space.

Read More
Neuralink Performs Its First Brain Implant Without Cutting the Dura
Product Thinking Farzad Exclusive 7/1/26 Product Thinking Farzad Exclusive 7/1/26

Neuralink Performs Its First Brain Implant Without Cutting the Dura

In May 2026, at Toronto’s UHN alongside neurosurgeon Andres Lozano, the company drove electrode threads straight through the brain’s toughest membrane, using a vein-injected dye and a laser depth-sensor to see and steer where the surgeon is now working blind.

Read More
NVIDIA Absorbs Groq in a $20 Billion Move as the Chip War Shifts From Training to Inference
AI & Automation Farzad Exclusive 7/1/26 AI & Automation Farzad Exclusive 7/1/26

NVIDIA Absorbs Groq in a $20 Billion Move as the Chip War Shifts From Training to Inference

With inference already running two-thirds of the world’s AI compute, NVIDIA’s Christmas Eve licensing deal for Groq’s patents, software, and top engineers quietly removed its fastest challenger while AMD, Cerebras, and Tesla scatter across entirely different mountains.

Read More
Tesla Poaches Intel 18A Veteran to Run Its Terafab Chip Program in Austin
Musk & Strategy Farzad Exclusive 7/1/26 Musk & Strategy Farzad Exclusive 7/1/26

Tesla Poaches Intel 18A Veteran to Run Its Terafab Chip Program in Austin

The hire of a nearly two-decade Intel manufacturing leader signals Tesla is moving in-house advanced silicon from strategic idea to staffed operating program, part of a vertical-integration push that now spans chips, factory autonomy, Neuralink surgery, and Starlink.

Read More
Tesla's Cybercab Will Ship With Steering Wheels, Because Production Math Beats Regulatory Speed
Tesla vs. World Farzad Exclusive 6/30/26 Tesla vs. World Farzad Exclusive 6/30/26

Tesla's Cybercab Will Ship With Steering Wheels, Because Production Math Beats Regulatory Speed

Even with driverless Cybercabs now testing in Austin, Tesla’s factory output will outrun the handful of jurisdictions that permit no-wheel operation, forcing the company to sell steering-wheel versions to absorb a fleet the rideshare market can’t swallow.

Read More
Why Keynes Was Wrong About the 15-Hour Workweek—and Why AI Might Prove Musk Right Instead
Economy Farzad Exclusive 6/30/26 Economy Farzad Exclusive 6/30/26

Why Keynes Was Wrong About the 15-Hour Workweek—and Why AI Might Prove Musk Right Instead

The gap between soaring productivity and a two-income survival grind comes down to artificially inflated housing, healthcare, and education costs—and robotics may be the only force capable of collapsing them.

Read More
Farzad Argues Free Speech, Not Central Control, Will Power America Past China This Decade
Musk & Strategy Farzad Exclusive 6/30/26 Musk & Strategy Farzad Exclusive 6/30/26

Farzad Argues Free Speech, Not Central Control, Will Power America Past China This Decade

A first-principles look at how the word “socialism” got politically bastardized, why competition rewards treating workers well, and why the post-2024 unlocking of open discourse could reignite American exceptionalism against a rising China.

Read More
Mamdani's New York Becomes the Test Case for America's Democratic Socialist Wave
Politics & Power Farzad Exclusive 6/30/26 Politics & Power Farzad Exclusive 6/30/26

Mamdani's New York Becomes the Test Case for America's Democratic Socialist Wave

A wealth tax framed as “seizing the means of production,” a heat-death statistic that outpaces American gun violence, and a first-principles argument that softness—not policy—is driving the socialist moment.

Read More
Tesla Begins Road Testing First Production Cybercab in Austin as X Money Opens With 6% Yield
Musk & Strategy Farzad Exclusive 6/30/26 Musk & Strategy Farzad Exclusive 6/30/26

Tesla Begins Road Testing First Production Cybercab in Austin as X Money Opens With 6% Yield

Engineering runs of the no-controls robotaxi built at Giga Texas hit public roads with a safety monitor aboard, while a wave of commercialization moves lands across X Money, Korean subsidies, and Australian grid storage.

Read More
Newer Posts
Older Posts
© 2026 FARZAD