@jonashernlund

AI is infrastructure, not software. Writing about power, chips, and the physical systems that decide the outcome. SVP Autonomy and Energy at Scania. Ex-Google

 Stockholm, Sverige
Joined April 2009
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Yesterday Scania opened a new test track in Södertälje. 120 football fields and close to 1 billion SEK. I was there. You stand at one end and you cannot see where the oval ends.
Aerial view of Scania's new R&D proving ground in Södertälje: an oval test track with banked curves, straight test roads and large paved surfaces surrounded by forest. Photo: Scania.

ALT Aerial view of Scania's new R&D proving ground in Södertälje: an oval test track with banked curves, straight test roads and large paved surfaces surrounded by forest. Photo: Scania.

Opening of Scania's R&D proving ground in Södertälje, 19 October 2026. Christian Levin waves a green flag at the track while a crowd films with their phones, trucks on the track in the background.

ALT Opening of Scania's R&D proving ground in Södertälje, 19 October 2026. Christian Levin waves a green flag at the track while a crowd films with their phones, trucks on the track in the background.

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One example. Wet braking tracks in asphalt, concrete and basalt, different grip on left and right side, and a curve in the basalt. No model knows how a loaded truck stops there until somebody did it for real. What would you never trust from simulation only?
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Source: Scania press release 19 Oct 2026 prnewswire.com/news-releases… Aerial photo: Scania.

New R&D proving ground strengthens future transport development

/PRNewswire/ -- Scania today inaugurates the new R&D proving ground in Södertälje. Representing an investment of approximately SEK 975 million, the 85-hectare...

prnewswire.com
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No rich country in the world uses less than 1,000 kWh of electricity per person. This chart from a16z went around last week. So I did count on what one kWh actually gives back.
a16z chart: electricity consumption per capita against GDP per capita for all countries, 2021, bubbles sized by population. Every rich country sits above 1,000 kWh per person. Annotation: there are no low electricity, rich countries. Data: Energy for Growth Hub, US EIA, World Bank.

ALT a16z chart: electricity consumption per capita against GDP per capita for all countries, 2021, bubbles sized by population. Every rich country sits above 1,000 kWh per person. Annotation: there are no low electricity, rich countries. Data: Energy for Growth Hub, US EIA, World Bank.

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How I counted: hydrogen 55 kWh/kg at 5 to 8 euro/kg. Aluminium 13 to 15 MWh/t at 3,000 dollar. Truck 1.3 kWh/km, freight 1.3 to 1.9 euro/km. AI: 135 billion run rate (OpenAI + Anthropic) over 100 to 200 TWh (estimate). US: 30 trillion GDP on 4,195 TWh.
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Where should the next TWh go, according to you? Sources: axios.com/2026/09/29/scoop-o… iea.org/reports/energy-and-a… trans.info/en/spot-market-ra… energate-messenger.com/news/…

Scoop: OpenAI's annual recurring revenue nears $70B

Scoop: OpenAI's annual recurring revenue nears $70B

axios.com
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Last week President Trump had lunch at the White House with the top people from Nvidia, Google, Meta, OpenAI, Anthropic and xAI. They signed a safety accord. The whole paper is 308 words.
Official White House photo by Daniel Torok, 29 September 2026: Mark Zuckerberg, Jensen Huang, Donald Trump and Elon Musk seated at the lunch table in the East Room of the White House.

ALT Official White House photo by Daniel Torok, 29 September 2026: Mark Zuckerberg, Jensen Huang, Donald Trump and Elon Musk seated at the lunch table in the East Room of the White House.

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I worked at one of the Big Four years ago, so I know how fast they jump on a new risk. They did the same with IT security and cyber, so this one they will not miss. They check the process. Testing the model is another job.
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Who do you think should be the external auditor? Photo: Official White House photo by Daniel Torok. Sources: forbes.com/sites/saradorn/20… nbcnews.com/politics/donald-… semafor.com/article/09/30/20… consultancy.uk/news/40424/bi…

White House Releases ‘Accord’ Between Billionaire AI Execs: Here’s What It Says

The agreement between tech billionaires is "morally binding," Trump said.

forbes.com
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