New pod with @SawyerMerritt diving into the Tesla Cybercab: What we loved, what can improve, our FSD experiences, and what's next for @robotaxi. Watch the full conversation here on X or listen to The Kevin O'Connor Show on your favorite podcast app.

Next week, the SpaceXAI team will build a company from the ground and livestream it. “We'll use Grok Bot for every part of the build - from ideation and product development to real engineering work and deployment.”

The @SpaceXAI team just gave me 50 free Grok @bot codes to give out which will give each person either $200 in on-demand usage or an Ultra plan. So the first 50 people in my replies that agree Cybercab should have a steering wheel will win. Go.

RT @barisakis: Privileged to be a major investor in @boringcompany Series D and to have helped scale the team for 5 years. Vegas Loop prov…

⚫ Can you dig it? Yes, yes, you can solve soul-deadening traffic by going 3D. Today: Boring raised a heavily oversubscribed $3B at a $23B valuation, and closed a new 150km overseas project. Below, how it started… the four largest TBM incumbents were founded in the 1800’s.

Last day in Texas & Starbase @SpaceX. The vibe here is so contagious. So much being build. The next few years are gonna be insane & we’re alive to witness it all 🚀 Next stop Anaheim BlizzCon 💯 @AnnacakeLive @CosyDs92285 #blizzcon

Here’s to every era, every evil, and every one of you. 🔥 From our inner demons to yours, Happy 30th Anniversary.

Tesla self-driving is awesome

The Tesla Cybercab’s rear trunk is huge. It fit our two full-size suitcases and two bags with plenty of room to spare and is very easy to load and unload. It has 20.2 cu ft of storage, which is just shy of a Model 3 (21 cu ft), but is waaay easier to fit larger items since it’s a hatchback, so it actually feels bigger.

Looking back, Full Self-Driving has faced the same relentless fear tactics. It feels little different from the AI panic being stoked today—often by nearly the same voices. The lives being saved, however, is enormous. For years we have held this conviction, quietly improving the products. Not for fortune or fame, but so the people we love can arrive home safely.

Fact check: true

True 😂

Starlink has significantly transformed the world. Millions of people who previously had no even hope of ever accessing the internet are now connected. Starlink is one of the greatest achievements for all of humanity, made possible by Elon Musk and SpaceX. Thank you! “Starlink has done more than any NGO to lift people out of poverty by connecting them with a means of education and a market for their goods & services via the Internet.” Elon Musk

Grok @Bot

Here is what Starships mass-to-orbit will be doing on the same timescale as these missions, under some pretty conservative assumptions. SpaceX own plans are even more aggressive. I fear the European plans are not nearly ambitious enough. We need to go further. Read my analysis: planetocracy.org/p/mass-valu…

We are living in a fake world and Elon is turning on the light.

Grok filed an irs form for me to keep me qualified for some refund of penalties if a lawsuit is settled this year…. Idk I didn’t understand but grok found the form, told me how to fill it out and efile it in about ten minutes. Would have taken half a dozen calls with my tax prep and accountant to sort out.

Something is happening in the Swedish election. With less than 1 week to go, the right-wing block is catching up. Just months ago, the left was leading with a huge margin. Now the Socialists have collapsed in the polls. It's very close between the left and the right now. I will keep you updated.

Last week, Tesla held an event in Austin introducing the two-seat, purpose-built Cybercab to its Robotaxi fleet, and then the following evening commercialized its first rides. Tesla disclosed that, in just six weeks, the Robotaxi fleet increased its unsupervised driving miles 2.6x, from the 380,000 reported during Tesla’s second-quarter earnings call to one million miles. On its site, Tesla posted a “Robotaxi interest form” aimed at commercial fleet buyers, asking respondents to flag interest in purchasing a Cybercab fleet. As ARK outlined in Big Ideas 2026, fleet owners are an important component of the robotaxi value chain. The Cybercab is central to scaling Tesla’s robotaxi service at competitive prices and, in ARK’s view, to expanding autonomous ride-hail into a multi-trillion-dollar opportunity. At scale, we project that robotaxis could be priced as low as $0.25 per mile—approximately one-tenth the cost of human-driven ride-hail, as shown below, and roughly one-third the cost of personal car ownership. @TashaARK details more in this week's newsletter ⬇️

Have you noticed how far X has come? It's no longer just the #1 news platform. Look at the features stacking up: Grok, native video, long-form, Communities, payments, live... The everything app is here.