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 ⬇️

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After experiencing Cybercab for the past few days in Austin, I think the biggest thing people are missing is the zero-sum game built into Uber. You have two people sharing one environment, with different preferences. The driver likes the temperature at 66. I want 72. If I get more comfortable, he gets less comfortable. He likes his music. I want mine. He wants the windows open. I want them closed. I take a few extra minutes getting to the car, and those are minutes another human spends waiting for me. There’s this constant little tug of war. My comfort and convenience can come at the expense of his. And I don’t blame the driver. It’s his working environment. He’s in that car all day. Of course he has preferences. That’s why I just let him play whatever music he wants. I don’t want my comfort to come at his expense. We’ve gotten so accustomed to this that we barely notice the tension anymore. Then you take a Cybercab. I set the temperature to 72. Nobody gets less comfortable. I play my Spotify at the volume I want. Nobody has to give up their music. I grab my Starbucks and take a couple of minutes to walk over, within the pickup window. Nobody is sitting there getting irritated with me. The car has no competing preferences. That is a profound change in the experience. I can optimize the ride around what makes me comfortable without asking another person to sacrifice what makes them comfortable. And you feel it. You get in, lean back, and relax. There’s no negotiation. No wondering whether your request is going to annoy someone. That whole layer of social tension disappears. I think this is a huge part of Cybercab’s value. Removing that zero-sum dynamic changes what the service feels like at its core. Once people experience that, I think a lot of them are going to have a very hard time going back to Uber.

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Gutless Gibney’s fatal flaw of fabricating a false film

A director who doesn't come up to the builder's heels makes a four-hour film about him. Yesterday in Venice, Alex Gibney's nearly four-hour documentary "Musk" had its world premiere. It is a classic case of someone who has spent a career telling other people's stories taking on a man who actually builds those stories with rockets, cars, satellites, and infrastructure, not slides. Alex Gibney is an acclaimed documentarian. An Oscar for Taxi to the Dark Side, Emmys for Going Clear on Scientology, high-profile films on Enron, Elizabeth Holmes and Theranos. His specialty is exposing corporations, cults, and frauds. He does it skillfully and with a thesis. The problem starts when he applies the same method to someone who is not selling an illusion, but hardware that either flies or blows up in front of the entire world. Gibney's fuel is controversy. Elon's fuel is the pursuit of truth hard, engineering truth, the kind that either works on the test stand or it doesn't. It would have been enough to make a film based on facts. Instead we got another rut that fits the slogans of provocation: megalomaniac, confidence man, threat to democracy, an AI avatar reciting old quotes, ex-wives, his father, a former partner. Musk said in 2023 it would be a hit piece. After the premiere, a large share of reviewers effectively agreed with him. I don't know about you, but four hours of falsified formulas would bore me. Instead I watch how much Elon has already done. His energy is extraordinary. Tesla changed the car industry. SpaceX brings rockets back. Starlink works. Starship stands on the pad and prepares for the next flight. This is not a PowerPoint. It is steel, fuel, engines, and people who cannot hide failure in the edit suite. A weak documentary like this is a crumb on the shoulder of his jacket. Now it depends on us when and how quickly that blown-off crumb a utopian attention vampire is simply starved of attention. You could list the names of people who tried to take Elon's energy. Energy is the most precious thing we have. Anyone who steals it with slogans, gossip, and a four-hour indictment that excludes the main subject is sowing under his own feet. Gibney: you reap what you sow. If you have a shred of shame, look at the list of Elon's accomplishments. Look at what kind of person he is for the world and what he does around himself so that things get better cars that drive, internet from orbit, rockets that return, attempts at a brain-computer interface, AI that is supposed to be more than another chatbot. You can dislike his tweets, his political alliances. You cannot honestly erase the scale of what was physically built. A good documentarian should stand, at least for a moment, in the shoes of the person he is portraying. Gibney did not just fail to do that. He took a measure cut for Enron and Holmes and held it up to a man who lands rockets. He left Elon's shoes in the edit suite. Elon walked on barefoot and kept building. One man tells stories about the world from an editing chair. The other moves that world. A four-hour film will not change that. At most it will confirm what people who already disliked Musk already believed. Everyone else can blow the crumb off the jacket and keep going. History does not judge a man by the length of a film. It judges him by what is still in the air when the camera has stopped running. Controversy feeds on attention. Building feeds on repetition. One vanishes when you look away. The other keeps flying. You can cut a man together in four hours. You cannot cut a landing together. A documentary can be switched off. The work cannot.

Accurate

Stainless Steel Starship & Cybertruck

I spend countless hours every week going through hundreds of stories... In science, tech, health, and outer space. Some frighten me, but the majority AMAZE me. Almost all remind me that the future is being negotiated TODAY. Each of us has a vote through what we choose to build.

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