Ignore this at your own peril…

July 15th, 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/nobody-read-warning-buried-spacexs-2

SpaceX’s own S-1 for the ~$2T June 2026 IPO warned that a debris-generating collision could cascade until some orbital altitudes become unusable — Kessler syndrome, the 1978 NASA paper. Closing speeds run 7–8 km/s: a 1 cm fragment hits like a hand grenade, and ~10,000 of the ~16,000 working satellites overhead are already Starlink. The crash clock — time to first collision if nobody dodges — collapsed from 164 days in 2018 to 2.5 days by May 2026, held together by ~300,000 Starlink avoidance burns in 2025. I walk through solar storms, dead sats, ASAT tests, and why a million orbital-compute satellites plus Blue Origin’s Project Sunrise make the same crowded 500–1,000 km shell the biggest unpriced risk in the space economy.

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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!

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


The Greatest Merger In History (Massive Gamble)

July 10th, 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
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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/greatest-merger-history

Two-thirds of the Musk stack already merged — xAI into SpaceX — and Tesla is the last piece sitting outside. On June 17, 2026, five days after SpaceX started trading, Elon exercised ~304 million 2018 CEO options at $23, lifting Tesla voting power from ~13% to ~20% (~700 million shares) and selling 17 million shares for ~$7B to cover strike and tax. The November 2025 pay package walks him toward ~25% control against SpaceX’s ~82–85% super-vote. I break down why xAI/SpaceX went first in Nevada, why Tesla’s $2B xAI investment is already in court, and why the $25B SpaceX bond plus Colossus-as-neo-cloud is the table-setting before the hardest merger.

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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!

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


The New Product SpaceX Is Betting Its Entire Company on

July 8th, 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/new-product-spacex-betting-its-entire

In June 2026 SpaceX raised ~$85B in the biggest IPO ever — then bet the company on AI 1, a first-generation compute satellite wider than a 747 that hasn’t flown yet. One AI 1 carries ~150 kW peak / 120 kW average compute — roughly one Nvidia GB300 rack (72 GPUs, ~140 kW) — powered by SpaceX-made solar at ~250 W/m² and cooled by up to 110 m² of liquid radiators. Earth data centers already fight 100–300 MW buildings and a grid that’s short; Wall Street gives this a ~7% chance. I walk through the spec sheet from the Bastrop reveal, why Starlink V3 makes the bus possible, and whether the math actually works.

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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!

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


The Most Concerning 27 Minutes You’ll Hear Today

April 10th, 2026

Abundance or Collapse: https://a.co/d/0hK3iwYX
Why Most People Could Never Hold Tesla: https://www.youtube.com/watch?v=VTs1MsqfZcQ

Join my exclusive community: https://farzad.fm
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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/most-concerning-27-minutes
In 1811 Britain sent 12,000 soldiers after its own weavers, hanged 17, and made breaking a loom a capital crime. In 2026 Senators Sanders and AOC introduced the AI Data Center Moratorium Act, citing 100 million US jobs at risk. The original Luddites weren’t idiots — they were England’s most skilled knitters, right about short-term wage collapse and wrong about smashing the machines. I walk through Ned Ludd, the Frame Breaking Act, and why banning data centers exports the AI future the same way the Luddites never stopped the Industrial Revolution.

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Get $100 off Matic Robots: https://maticrobots.refr.cc/active-customers/u/farzadm?s=sp&t=cp
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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


SpaceX Unveils Insane New Product

March 2nd, 2026

Check out the MWC26 Event here – https://www.mwcbarcelona.com
Full original: https://x.com/xdNiBoR/status/2028521140344230100

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Get $100 off Matic Robots: https://maticrobots.refr.cc/active-customers/u/farzadm?s=sp&t=cp
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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.

My stock holdings are ~90% Tesla, ~10% Lemonade.

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


AI layoffs are just getting started

March 1st, 2026

Abundance or Collapse: https://a.co/d/0cQgFdGH
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Get $100 off Matic Robots: https://maticrobots.refr.cc/active-customers/u/farzadm?s=sp&t=cp
Use my referral link to purchase a Tesla product https://ts.la/farzad69506

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.

My stock holdings are ~90% Tesla, ~10% Lemonade.

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


Tesla Just Made the Biggest Bet in Industrial History

February 27th, 2026

Abundance or Collapse: https://a.co/d/0hK3iwYX
Why Most People Could Never Hold Tesla: https://www.youtube.com/watch?v=VTs1MsqfZcQ

Buy my book: https://a.co/d/0cQgFdGH
Join my exclusive community: https://farzad.fm
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Use Descript to edit your videos: https://descript.cello.so/5G6jmxS0qeP

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Get $100 off Matic Robots: https://maticrobots.refr.cc/active-customers/u/farzadm?s=sp&t=cp
Use my referral link to purchase a Tesla product https://ts.la/farzad69506

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.

My stock holdings are ~90% Tesla, ~10% Lemonade.

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


WTF Did Elon Musk Just Say

February 26th, 2026

Check out the original interview here – https://x.com/gigafactories/status/2027144405514174914?s=20

Buy my book: https://a.co/d/0cQgFdGH
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Get $100 off Matic Robots: https://maticrobots.refr.cc/active-customers/u/farzadm?s=sp&t=cp
Use my referral link to purchase a Tesla product https://ts.la/farzad69506

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.

My stock holdings are ~90% Tesla, ~10% Lemonade.

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


The Smartphone Era is Over (And No One Sees It Coming)

February 12th, 2026

If you want to learn more about how these technologies will impact society, check out my book Abundance or Collapse: https://a.co/d/01B2vVMj
If you are a Tesla investor with $2m+ in holdings, check out Rebellionaire: https://www.rebellionaire.com/farzad
Join my exclusive community: https://farzad.fm
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Use Descript to edit your videos: https://descript.cello.so/5G6jmxS0qeP

Wrap your Tesla using TESBROS: https://partners.tesbros.com/FARZADMESBAHI
Get $100 off Matic Robots: https://maticrobots.refr.cc/active-customers/u/farzadm?s=sp&t=cp
Use my referral link to purchase a Tesla product https://ts.la/farzad69506

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.

My stock holdings are ~90% Tesla, ~10% Lemonade.

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


I Finally Understand What Elon Is Doing

February 10th, 2026

Buy my book: https://a.co/d/03deuZWF
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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/finally-understand-elon-doing-convergence

There’s a ~$3T stacked company forming across Tesla, SpaceX, xAI, and Neuralink — same owner, shared resources, one endgame — and Davos is where Elon finally telegraphed it to the people who allocate capital. I connect the dots: cars and robots as the real-world AI layer, Starlink/SpaceX as connectivity and logistics, xAI as the brain, Neuralink as the long-term human interface, and why the market still prices them as separate stories.

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Use my referral link to purchase a Tesla product https://ts.la/farzad69506

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