Elon Musk & Jensen Huang Finally Reveal the Truth

September 23rd, 2026

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Farzad Mesbahi (@farzad-fm) — humanity’s analyst on disruptive innovations and their 1–20 year implications. https://farzad.fm
Exclusive: https://farzad.fm/fznews/elon-musk-jensen-huang-finally-reveal-the-truth
I walk through why Jensen Huang calls AI doom made-up while Elon Musk treats existential risk as real — even as NVIDIA and SpaceX partner on Colossus and AI1 orbital compute — and why incentives, nuclear-style dual use, the HuggingFace sandbox breakout, and the US–China race explain the sudden fear spike while adoption is still early.

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I worked at Tesla starting from 2017 thru 2021. I spent most of my time in the distribution and supply chain organizations in leadership positions.

Before Tesla, I was a Director of Business Intelligence and Pricing at the largest Pet Food & Supply distributor in the US, Phillips Pet Food & Supplies. My wife and I also owned a small business in Bethlehem, PA between 2016 and 2019.

I have been a shareholder of Tesla since 2012 and currently own Tesla stock. Nothing I say constitutes as investment or financial advice.

I have been a shareholder of Lemonade since 2025 and currently own Lemonade stock. Nothing I say constitutes as investment or financial advice.

I currently own SpaceX stock. Nothing I say constitutes as investment or financial advice.

I currently own NVIDIA stock. Nothing I say constitutes as investment or financial advice.

My thoughts are my own and are not representative of everyone who currently works, or has worked at Tesla, Phillips, or any other company or organization I discuss on this channel.

If you like this content I would greatly appreciate your likes and shares!

#artificialintelligence #ai #robotics #future #futuretech #elonmusk #tesla #spacex #nvidia #chatgpt #claude


Tesla Wants Someone Else to Own the Metal

September 23rd, 2026

Full video: https://www.youtube.com/watch?v=YCsJ-QlrBEk
AoC Ch.2 — driverless miles are the product. Full breakdown: https://farzad.fm/fznews/rode-tesla-cybercab-fleet-offload-austin
AoC: https://a.co/d/04uld6Fg
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No Steering Wheel. No Pedals. Just Hop In

September 21st, 2026

Full video: https://www.youtube.com/watch?v=SXLEOq7hn-A
AoC Ch.2 — driverless miles are the product. Full breakdown: https://farzad.fm/fznews/tesla-cybercab-first-ride-austin
AoC: https://a.co/d/04uld6Fg
Master Plan: https://www.amazon.com/dp/B0GW3RQ3XM?maas=maas_adg_01B175BD74FBC06EFEDCD850D5708570_afap_abs&ref_=aa_maas&tag=maas


Nobody Sees What Tesla Just Did to Owning a Car

September 18th, 2026

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Master Plan: What Elon Musk is Actually Building book: https://a.co/d/04C1qu8Z
Abundance or Collapse book: https://a.co/d/0cQgFdGH

Reach out to Farzad to implement AI in your small business: https://farzad.fm/consulting

Farzad Mesbahi (@farzad-fm) — humanity’s analyst on disruptive innovations and their 1–20 year implications. https://farzad.fm
Exclusive: https://farzad.fm/fznews/elon-just-made-driving-80-percent-cheaper
I walk through Tesla Cybercab carrying public riders in Austin with no steering wheel or pedals, and why a purpose-built driverless car can undercut second-car ownership, reshape parking and fleet ownership, and start a quieter transportation shift.

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I worked at Tesla starting from 2017 thru 2021. I spent most of my time in the distribution and supply chain organizations in leadership positions.

Before Tesla, I was a Director of Business Intelligence and Pricing at the largest Pet Food & Supply distributor in the US, Phillips Pet Food & Supplies. My wife and I also owned a small business in Bethlehem, PA between 2016 and 2019.

I have been a shareholder of Tesla since 2012 and currently own Tesla stock. Nothing I say constitutes as investment or financial advice.

I have been a shareholder of Lemonade since 2025 and currently own Lemonade stock. Nothing I say constitutes as investment or financial advice.

I currently own SpaceX stock. Nothing I say constitutes as investment or financial advice.

I currently own NVIDIA stock. Nothing I say constitutes as investment or financial advice.

My thoughts are my own and are not representative of everyone who currently works, or has worked at Tesla, Phillips, or any other company or organization I discuss on this channel.

If you like this content I would greatly appreciate your likes and shares!

#artificialintelligence #ai #robotics #future #futuretech #elonmusk #tesla #spacex #nvidia #chatgpt #claude


Tesla’s Dumbest Decision Might Be Its Best

September 17th, 2026

Master Plan: What Elon Musk is Actually Building book: https://a.co/d/04C1qu8Z
Abundance or Collapse book: https://a.co/d/0cQgFdGH

Reach out to Farzad to implement AI in your small business: https://farzad.fm/consulting
Farzad Mesbahi (@farzad-fm) — humanity’s analyst on disruptive innovations and their 1–20 year implications. https://farzad.fm
Exclusive: https://farzad.fm/fznews/tesla-cybercab-what-everyone-gets-wrong
I sit down with Dave Lee on Tesla Cybercab: why a purpose-built no-wheel robotaxi is not just a Model Y with parts yanked off, what people get wrong about the Austin rollout, and why Elon’s manufacturing bet looks different from a normal CEO plan.

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For 10% discount quote ‘Farzad’ https://x.com/DavidCarbutt_

I worked at Tesla starting from 2017 thru 2021. I spent most of my time in the distribution and supply chain organizations in leadership positions.

Before Tesla, I was a Director of Business Intelligence and Pricing at the largest Pet Food & Supply distributor in the US, Phillips Pet Food & Supplies. My wife and I also owned a small business in Bethlehem, PA between 2016 and 2019.

I have been a shareholder of Tesla since 2012 and currently own Tesla stock. Nothing I say constitutes as investment or financial advice.

I have been a shareholder of Lemonade since 2025 and currently own Lemonade stock. Nothing I say constitutes as investment or financial advice.

I currently own SpaceX stock. Nothing I say constitutes as investment or financial advice.

I currently own NVIDIA stock. Nothing I say constitutes as investment or financial advice.

My thoughts are my own and are not representative of everyone who currently works, or has worked at Tesla, Phillips, or any other company or organization I discuss on this channel.

If you like this content I would greatly appreciate your likes and shares!

#artificialintelligence #ai #robotics #future #futuretech #elonmusk #tesla #spacex #nvidia #chatgpt #claude


Tesla’s New Product Just Collapsed The Price Of Everything

September 16th, 2026

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Master Plan: What Elon Musk is Actually Building book: https://a.co/d/04C1qu8Z
Abundance or Collapse book: https://a.co/d/0cQgFdGH

Reach out to Farzad to implement AI in your small business: https://farzad.fm/consulting

Farzad Mesbahi (@farzad-fm) — humanity’s analyst on disruptive innovations and their 1–20 year implications. https://farzad.fm
Exclusive: https://farzad.fm/fznews/tesla-cybercab-collapsed-price-of-everything
I unpack how Tesla’s Cybercab—already operating in Austin without a steering wheel or pedals—is designed around unboxed manufacturing and vertical integration so cheaper cars and software gains compound into lower trip prices, with a path toward cabins built for work, sleep, or leisure on top of the same platform.

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For 10% discount quote ‘Farzad’ https://x.com/DavidCarbutt_

I worked at Tesla starting from 2017 thru 2021. I spent most of my time in the distribution and supply chain organizations in leadership positions.

Before Tesla, I was a Director of Business Intelligence and Pricing at the largest Pet Food & Supply distributor in the US, Phillips Pet Food & Supplies. My wife and I also owned a small business in Bethlehem, PA between 2016 and 2019.

I have been a shareholder of Tesla since 2012 and currently own Tesla stock. Nothing I say constitutes as investment or financial advice.

I have been a shareholder of Lemonade since 2025 and currently own Lemonade stock. Nothing I say constitutes as investment or financial advice.

I currently own SpaceX stock. Nothing I say constitutes as investment or financial advice.

I currently own NVIDIA stock. Nothing I say constitutes as investment or financial advice.

My thoughts are my own and are not representative of everyone who currently works, or has worked at Tesla, Phillips, or any other company or organization I discuss on this channel.

If you like this content I would greatly appreciate your likes and shares!

#artificialintelligence #ai #robotics #future #futuretech #elonmusk #tesla #spacex #nvidia #chatgpt #claude


I Rode Tesla’s Cybercab. I Have A Lot To Say.

September 4th, 2026

Master Plan: What Elon Musk is Actually Building book: https://a.co/d/04C1qu8Z
Abundance or Collapse book: https://a.co/d/0cQgFdGH

Reach out to Farzad to implement AI in your small business: https://farzad.fm/consulting

Farzad Mesbahi (@farzad-fm) — humanity’s analyst on disruptive innovations and their 1–20 year implications. https://farzad.fm
Exclusive: https://farzad.fm/fznews/rode-tesla-cybercab-fleet-offload-austin
I take an extended night ride in Tesla’s Cybercab across Austin—no steering wheel or pedals, orange exterior/cabin glow, app summon, and quiet Model-Y-like suspension—then unpack why Tesla is launching across the full geofence (not a downtown pocket), targeting millions of units with third parties on cleaning/ops, and rolling out carefully so early mishaps don’t stall the robotaxi bet.

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For 10% discount quote ‘Farzad’ https://x.com/DavidCarbutt_

I worked at Tesla starting from 2017 thru 2021. I spent most of my time in the distribution and supply chain organizations in leadership positions.

Before Tesla, I was a Director of Business Intelligence and Pricing at the largest Pet Food & Supply distributor in the US, Phillips Pet Food & Supplies. My wife and I also owned a small business in Bethlehem, PA between 2016 and 2019.

I have been a shareholder of Tesla since 2012 and currently own Tesla stock. Nothing I say constitutes as investment or financial advice.

I have been a shareholder of Lemonade since 2025 and currently own Lemonade stock. Nothing I say constitutes as investment or financial advice.

I currently own SpaceX stock. Nothing I say constitutes as investment or financial advice.

I currently own NVIDIA stock. Nothing I say constitutes as investment or financial advice.

My thoughts are my own and are not representative of everyone who currently works, or has worked at Tesla, Phillips, or any other company or organization I discuss on this channel.

If you like this content I would greatly appreciate your likes and shares!

#artificialintelligence #ai #robotics #future #futuretech #elonmusk #tesla #spacex #nvidia #chatgpt #claude


Tesla Has Reached A Tipping Point, And It’s A Big One

August 13th, 2026

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Master Plan: What Elon Musk is Actually Building book: https://a.co/d/04C1qu8Z
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Farzad Mesbahi (@farzad-fm) — humanity’s analyst on disruptive innovations and their 1–20 year implications. https://farzad.fm
Exclusive: https://farzad.fm/fznews/tesla-biggest-bet-transportation-history

Tesla just posted its best second-quarter deliveries ever — beating Wall Street’s ~409,000 estimate by about 20% — while US EV sales fell 20% after the $7,500 federal tax credit vanished. The tell isn’t the cars; it’s 1.48 million active FSD subscribers (up 56% year-over-year) and more than 55% of new North American Teslas leaving with FSD at delivery. Motor Trend flipped from calling the system exhausting in 2025 to naming FSD v14 the best driver-assistance product for 2026. I walk through why that turns a Model 3/Y into a transportation unit competitors can’t copy with a supplier part, and why Cybercab plus unsupervised software is the actual industrial bet.

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For 10% discount quote ‘Farzad’ https://x.com/DavidCarbutt_

I worked at Tesla starting from 2017 thru 2021. I spent most of my time in the distribution and supply chain organizations in leadership positions.

Before Tesla, I was a Director of Business Intelligence and Pricing at the largest Pet Food & Supply distributor in the US, Phillips Pet Food & Supplies. My wife and I also owned a small business in Bethlehem, PA between 2016 and 2019.

I have been a shareholder of Tesla since 2012 and currently own Tesla stock. Nothing I say constitutes as investment or financial advice.

I have been a shareholder of Lemonade since 2025 and currently own Lemonade stock. Nothing I say constitutes as investment or financial advice.

I currently own SpaceX stock. Nothing I say constitutes as investment or financial advice.

I currently own NVIDIA stock. Nothing I say constitutes as investment or financial advice.

My thoughts are my own and are not representative of everyone who currently works, or has worked at Tesla, Phillips, or any other company or organization I discuss on this channel.

If you like this content I would greatly appreciate your likes and shares!

#artificialintelligence #ai #robotics #future #futuretech #elonmusk #tesla #spacex #nvidia #chatgpt #claude


Every Problem With AI

August 11th, 2026

Matic, the AI Vacuum that actually survived our house: https://maticrobots.com/product?utm_term=FRIEND-FARZADMESBAHI

Master Plan: What Elon Musk is Actually Building book: https://a.co/d/04C1qu8Z
Abundance or Collapse book: https://a.co/d/0cQgFdGH

Reach out to Farzad to implement AI in your small business: https://farzad.fm/consulting

Farzad Mesbahi (@farzad-fm) — humanity’s analyst on disruptive innovations and their 1–20 year implications. https://farzad.fm
Exclusive: https://farzad.fm/fznews/world-models-ai-chips-physical-speed

ChatGPT can take two seconds or two hours and nobody dies — but a self-driving car or humanoid that hesitates the same way is a life-or-death failure. The next wave isn’t a bigger language model; it’s world models that watch video, remember 3D space, simulate physics, and act in real time under a battery power budget. I walk through why today’s chips were built for raw arithmetic, not memory and data movement, and what DeepMind’s Genie 3, Meta’s V-JEPA 2, and Microsoft’s Mirage are actually proving about the hardware physical AI still doesn’t have.

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For 10% discount quote ‘Farzad’ https://x.com/DavidCarbutt_

I worked at Tesla starting from 2017 thru 2021. I spent most of my time in the distribution and supply chain organizations in leadership positions.

Before Tesla, I was a Director of Business Intelligence and Pricing at the largest Pet Food & Supply distributor in the US, Phillips Pet Food & Supplies. My wife and I also owned a small business in Bethlehem, PA between 2016 and 2019.

I have been a shareholder of Tesla since 2012 and currently own Tesla stock. Nothing I say constitutes as investment or financial advice.

I have been a shareholder of Lemonade since 2025 and currently own Lemonade stock. Nothing I say constitutes as investment or financial advice.

I currently own SpaceX stock. Nothing I say constitutes as investment or financial advice.

I currently own NVIDIA stock. Nothing I say constitutes as investment or financial advice.

My thoughts are my own and are not representative of everyone who currently works, or has worked at Tesla, Phillips, or any other company or organization I discuss on this channel.

If you like this content I would greatly appreciate your likes and shares!

#artificialintelligence #ai #robotics #future #futuretech #elonmusk #tesla #spacex #nvidia #chatgpt #claude


99.9% Of People Have No Idea What’s Coming

July 17th, 2026

Matic, the AI Vacuum that actually survived our house: https://maticrobots.com/product?utm_term=FRIEND-FARZADMESBAHI

Master Plan: What Elon Musk is Actually Building book: https://a.co/d/04C1qu8Z
Abundance or Collapse book: https://a.co/d/0cQgFdGH

Reach out to Farzad to implement AI in your small business: https://farzad.fm/consulting

Farzad Mesbahi (@farzad-fm) — humanity’s analyst on disruptive innovations and their 1–20 year implications. https://farzad.fm
Exclusive: https://farzad.fm/fznews/999-people-have-no-idea-whats

Five misunderstood ideas about the Musk stack, and the first is that robotaxi is the red herring: the cash machine is FSD on cars people already own. Tesla killed the one-time FSD purchase and locked it at $99/month — the floor, not the ceiling, once unsupervised driving hands you your commute back. I connect that to Optimus taking over the Fremont S/X line, a Gen 3 hand with 22 degrees of freedom, humanoid labor heading toward $3–5/hour versus $22–28 warehouse wages, and the rest of the stack: drones, Colossus, AI5, orbital compute, and why Earth is just the beta for the Moon and Mars.

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Want to grow your YouTube channel? DM David Carbutt
For 10% discount quote ‘Farzad’ https://x.com/DavidCarbutt_

I worked at Tesla starting from 2017 thru 2021. I spent most of my time in the distribution and supply chain organizations in leadership positions.

Before Tesla, I was a Director of Business Intelligence and Pricing at the largest Pet Food & Supply distributor in the US, Phillips Pet Food & Supplies. My wife and I also owned a small business in Bethlehem, PA between 2016 and 2019.

I have been a shareholder of Tesla since 2012 and currently own Tesla stock. Nothing I say constitutes as investment or financial advice.

I have been a shareholder of Lemonade since 2025 and currently own Lemonade stock. Nothing I say constitutes as investment or financial advice.

I currently own SpaceX stock. Nothing I say constitutes as investment or financial advice.

I currently own NVIDIA stock. Nothing I say constitutes as investment or financial advice.

My thoughts are my own and are not representative of everyone who currently works, or has worked at Tesla, Phillips, or any other company or organization I discuss on this channel.

If you like this content I would greatly appreciate your likes and shares!

#Tesla #elonmusk #twitter #tsla #TeslaNews #TeslaFSD #TeslaFSDBeta #teslastockanalysis #TeslaUpdate #investing #ElonMuskNews #teslanews #EV #FSD #investing