Climate chaos looming🌡️🚨 woebot🤖😤 suncatcher☀️ substrate💎🔬 cursor 2.0✨ bending spoons🥄 radical mundanity👽🤷 walk me🦀 aws rainier🏭⚡ project worldview🌍 #2025.44
Makes me want to go back to forestry🌲
Welcome to this week’s Memia scan across AI, emerging tech and the exponentially accelerating future.
ℹ️PSA: Memia sends *long emails*, best viewed online or in the Substack app.
This week’s newsletter was produced with the help of Memia Sensorium, using AI agents to ingest 30 technology news feeds, scan 2786 articles and collate ~221 news stories below.
A change this week due to time constraints (more below…😤) plus ongoing progress with Sensorium platform development: in this week’s Substack newsletter only the “Picks of the week” and “Meme stream” sections come with commentary. Everything else is just a link to the original article and occasional brief summarisation. To keep up with all of the stories that Memia is tracking and curating through the week, you can now follow the Sensorium Feed (in real time) at https://www.memia.com/insights/feeds/ … (keep checking back as these will be categorised into the usual sections / summaries over the next few weeks…)
Thanks for reading!
🗞️Weekly roundup
The most clicked link in last week’s newsletter was Singapore PM Lawrence Wong in conversation with the FT’s Roula Khalaf on the emerging multipolar world order.
Thanks to reader Josh B (who I’ve known as a colleague in the IT industry for two decades) for reaching out to discuss last week’s issue:
“I got a few good laughs a number of times reading this, which was good, as there is a lot of dark stuff in here!!! First time I’ve got through a whole newsletter for a while - enjoyed, but also makes me want to go back to forestry...“
“Makes me want to go back to forestry” is going straight onto the reader testimonials board! Cheers Josh.😂
🤖😤Woebot
In the last week my new robot lawnmower has sucked 14 hours out of my life (and counting)… mostly because I forgot the PIN I entered when setting it up and was then stuck in a Kafka-esque loop trying to get support to reset it. Writing this post was cathartic at least:
🌐Bigger picture: robot sovereignty
Regular readers of the newsletter will know I’m a vocal advocate for digital sovereignty at every level: data, internet, cloud, software and hardware. Generally speaking, most consumer hardware allows a factory reset out of the box… (I know Apple devices provide the option for users to lock their hardware through iCloud, but that’s pretty much the only example I know of.) So I was a bit perplexed at the Moebot design decision: basically the owner of a consumer device is locked out and can’t reset their device to factory settings without contacting the (re)seller of that device. In all my time in tech, I’ve rarely come across this in consumer electronics. (I have heard tales of various types of commercial and agricultural machinery, together with cars needing to be taken to an authorised service engineer… but never consumer electronics.)
I can see that it’s intended as a security feature: basically it discourages someone walking onto my lawn, picking up the robot and stealing it and then factory resetting. BUT: it’s MY device. I want to have control of that setting, *THANK YOU VERY MUCH*.
Turns out there’s a 4-digit chasm between robot ownership and sovereignty
(Same issue, bigger playing field this week: Elon Musk’s less-that-subtle comments this week about wanting to have “a strong influence” over Tesla’s Optimus “robot army” …)
All of this pushed me towards researching open-source robomower projects out there. Turns out there are a few:
Top of the table is the “OpenMower” project, led by German open-source developer @c.ez , providing both hardware and software to retrofit inside an old off-the-shelf robomower chassis:
Added bonus: the OpenMower project supports GPS navigation (not just boundary wire) AND there’s a new Version 2 “universal board” currently being tested. (This will definitely my go-to option if I can’t get my Moebot to work and I can’t get a warranty … will be a fun (although time-soaking) project if it works…). Here’s a demo of OpenMower 1 in action:
Other notable mentions:
IndyMower:
NathanBuildsDIY:
Ardumower:
Cute. So why isn’t everyone 3D-printing their own chassis parts and installing their own open-source PCBs… rather than letting themselves get locked in by low-rent resellers…? Beats me.
Coming in Part 2…
More on if / how I manage to fix the “Mower outside” and “Emergency Stop” errors I’m getting after first run around 10 seconds… wish me luck!
🌟Picks of the week
Pulling the most interesting themes this week to the front.
Climate chaos looming
🌡️🔥🚨 Vital Signs: Flashing Red, Ignored
Not positive news to start with, sorry…

(Source: William J Ripple et al, The 2025 state of the climate report: a planet on the brink, BioScience (2025). DOI: 10.1093/biosci/biaf149) A group of leading scientists released their sixth annual climate assessment showing 2024 set records for fossil fuel consumption and greenhouse gas emissions—the exact opposite trajectory needed—while Earth’s “vital signs” including ocean heat, ice sheet loss, and forest fires all hit alarming levels.
Bright spots exist (China’s fossil fuel use actually fell in H1 2025, California hit 67% clean electricity), but they’re being overwhelmed by global inertia and active obstruction from oil-promoting governments.
The researchers estimate the top 10% of global earners are responsible for two-thirds of warming since 1990 through “high-consumption lifestyles”.
In my experience, scientists rarely use this direct, almost emotive language in their abstracts:
“We are hurtling toward climate chaos. The planet’s vital signs are flashing red. The consequences of human-driven alterations of the climate are no longer future threats but are here now. This unfolding emergency stems from failed foresight, political inaction, unsustainable economic systems, and misinformation. Almost every corner of the biosphere is reeling from intensifying heat, storms, floods, droughts, or fires. The window to prevent the worst outcomes is rapidly closing. In early 2025, the World Meteorological Organization reported that 2024 was the hottest year on record (WMO 2025a). This was likely hotter than the peak of the last interglacial, roughly 125,000 years ago (Gulev et al. 2021, Kaufman and McKay 2022). Rising levels of greenhouse gases remain the driving force behind this escalation. These recent developments emphasize the extreme insufficiency of global efforts to reduce greenhouse gas emissions and mark the beginning of a grim new chapter for life on Earth.“
More coverage:Phys.org: State of the Climate 2025: Earth’s vital signs worsen, but science shows options for a livable future: 22 of Earth’s 34 vital signs are at record levels—including 2024 being the hottest year in at least 125,000 years.
Live Science: 22 of Earth’s 34 ‘vital signs’ are flashing red, new climate report reveals — but there’s still time to act | Live Science
📉🌍🐌UN forecasts 10% emissions drop, missing 60% climate target
The UN reports global emissions will decline 10% by 2035 compared to 1990 levels—the first drop ever forecast—but this falls catastrophically short of the 60% reduction scientists say is needed to meet the 1.5°C Paris Agreement target. Only 64 countries representing a third of global emissions bothered submitting their climate homework (NDCs) on time, with major players like China, the EU, and India still dragging their feet, while the US plan submitted under Biden faces the Trump administration’s predictable indifference.
💧🏭📈Global freshwater demand for materials doubled since 1995
A Nature Sustainability study reveals that global freshwater consumption for producing steel, cement, plastics, paper, and rubber doubled between 1995 and 2021—from 25.1 to 50.7 billion cubic metres—with steel alone accounting for 40% of that footprint. East and South Asia saw water use surge 267%, and projections suggest material production could claim 9% of global freshwater by 2050 (up from today’s 4.7%), intensifying competition in already water-stressed regions.
🌍🔥📉 2024 Carbon Sink Shrinkage
Peking University researchers using an AI model called “Carbon Mind” have determined that Earth’s land-based carbon sink collapsed to less than half its decade-average level in 2024, driven by extreme heat and drought. The most surprising casualty wasn’t tropical rainforests but semi-arid grasslands and savannas, which proved far more vulnerable than climate models assumed.
🍔📊GIST: New tool measures food’s impact on species extinction risk
Cambridge researchers have developed the GIST/LIFE metric that calculates how food production impacts 30,875 terrestrial vertebrate species, revealing that 700-1,100 vertebrate species face extinction in the next century from current agricultural land use—and that eating beans instead of beef is 150 times better for biodiversity. The tool exposes a Brexit-era policy paradox: Australian and New Zealand beef now flooding UK markets is 30-40 times more damaging to species survival than locally produced meat, suggesting that well-intentioned domestic conservation policies might simply offshore environmental destruction to more biodiverse regions.
Space Races
A clutch of stories in one week about races to establish new industries in space…
🛰️🏗️🚀Haven Demo, a first step towards the first private space station
US startup Vast Space successfully launched Haven Demo, a pathfinder satellite testing systems for their planned commercial space station. The half-ton spacecraft deployed its solar array and is now validating computer, power, propulsion, and control systems at 500km altitude, while the company prepares Haven-1—a single-module human-rated habitat—for a May 2026 launch that will host two-week crew visits via SpaceX Dragon.
The startup is bankrolled by crypto billionaire Jed McCaleb, employing an “agile development methodology for orbital infrastructure” —ship early, iterate fast, scale gradually. Still a long way to go…
Also keep an eye on Orbital Assembly Corporation (OAC), planning to launch Voyager Station in 2027, the first hotel in space. (Better hurry up!)
Narrative: As ISS retirement looms, there’s a new race to commercialise low-Earth orbit …
🛰️☀️Project Suncatcher: AI data centres in space
Google confirmed Project Suncatcher, a preprint plan to deploy networks of TPU-equipped satellites in sun-synchronous orbit by the mid-2030s. The proposal relies on solar panels becoming 8x more efficient in space and launch costs dropping to US$200/kg. The company is already radiation-testing its Trillium TPUs with proton beams (they can handle nearly 2 krad before corruption—three times the 750 rad needed for five years) and aims to launch prototype satellites by early 2027.
Other technical challenges are non-trivial: for example maintaining free-space optical links at tens of terabits per second between satellites positioned only a few hundreds of metres apart… and radiative cooling.(Video: Google’s proposed “no thrust” (free-fall) constellation for linked satellites; arrow pointing toward Earth.)
🎈🏭 Inflatable Space Factories
China’s Academy of Sciences has successfully ground-tested an inflatable space station module that launches folded and expands to over 2 metres in diameter once in orbit, designed to enable mass-scale manufacturing of biopharmaceuticals and novel materials while bypassing traditional launch vehicle size constraints. The technology achieves reliable airtight seals between rigid and flexible structures in microgravity, with researchers claiming it will push space manufacturing “from proof-of-concept toward engineering reality.”
US startups Varda Space Industries and Astroforge are among those startups pursuing similar space manufacturing / mining ambitions.
DC startup Besxar is hitching microwave-sized “Fabships” to SpaceX Falcon 9 boosters – not for orbit, but for 10-minute vacuum exposure during launch and landing – betting that space’s natural ultra-clean environment can replace the $50 billion clean rooms TSMC builds on Earth.
Erik Kulu’s website Factories In Space provides a comprehensive up-to-date database of what’s happening in this sector:
☀️🛰️⚡ Beam Dreams: Why Space Solar Power Isn’t Science Fiction Anymore
According to the BBC, multiple companies and governments are now seriously pursuing space-based solar power—harvesting sunlight above Earth’s atmosphere and beaming it down as microwaves or lasers—with demonstration missions planned for 2026-2027 and potential operational capability within two decades. The concept, which languished in sci-fi territory for 80+ years, is now being revived by falling launch costs, better satellite tech, and military interest. Sceptics argue it could still cost 12-80 times more than terrestrial renewables … however it faces *thorny* legal and safety questions — you don’t want to fly through a high-powered microwave beam!
🪞🌙💀 Selling Sunlight: The Startup That Wants to Delete Night
Previously covered a few times in Memia, California startup Reflect Orbital has asked the US FCC for permission to launch up to 4,000 mirror-equipped satellites that would deliberately redirect sunlight onto Earth’s dark side, making targeted areas up to four times brighter than the full moon – ostensibly to extend solar power generation and provide “urban lighting.” Astronomers are calling the plan “catastrophic,” warning it would effectively end ground-based astronomy, pose aviation safety risks, and set a precedent allowing any well-funded company to unilaterally alter the night sky for the entire planet.
☀️🛰️🌡️Musk proposes satellites to dim sunlight and cool Earth
Conversely, Elon Musk casually endorsed space-based solar radiation management on X, suggesting satellites could control how much sunlight reaches Earth—a geoengineering approach that would use orbital mirrors or reflective materials to bounce solar rays back into space.
🛰️ 📊 💰 Fintech for the final frontier: spacecraft insurance underwriting
US startup Charter Space is applying fintech principles to spacecraft insurance by capturing manufacturing and test data at source and feeding it directly into an underwriting interface connected to the six largest insurance carriers—cutting months-long assessment periods and an 80% premium surcharge that comes with them. The startup is tackling a market where fewer than 300 of 13,000 orbiting satellites are insured, mainly because underwriting costs are prohibitive.
Solar sharer
☀️ ⚡ 🇦🇺 Australia launches free daytime electricity scheme for solar power
Meanwhile, back down here on Earth, Australia’s federal government is mandating energy retailers offer three hours of free daily electricity during peak solar generation periods, starting mid-2026 in NSW, SE Queensland, and South Australia, regardless of whether the customer has rooftop panels. The “Solar Sharer” programme is designed to shift demand to midday when the country’s 4 million+ solar systems flood the grid with excess power: exploiting the economic reality that wholesale prices often turn negative when solar output exceeds demand.
The Australian Energy Council expressed *surprise* at the lack of pre-announcement consultation. (I bet they did!)
Narrative: When renewable penetration gets so high that giving away electricity becomes cheaper than managing grid instability, either this is an entirely new phase of energy economics (no)— OR the underlying network management technology, market structure and incentives need investment. Aotearoa’s investment-shy, dividend-obsessed, centralised electricity sector should take note…
New chip architectures
As Nvidia hits over US$5 trillion (!) in valuation this week, the race is on to identify the next disruptive chip technologies which can compete on computing power and energy consumption with GPUs… just a few recent developments:
💎🔬Substrate
Secretive Silicon Valley start-up Substrate emerged from stealth, raising over US$100mn to challenge TSMC and ASML’s stranglehold on cutting-edge chip manufacturing. Substrate is developing X-ray lithography systems powered by particle accelerators, claiming it can deliver 2nm-class chip production at one-tenth the cost of ASML’s EUV tools—potentially reducing wafer costs from $100,000 to $10,000 by 2030 by using particle accelerators and X-ray lithography instead of traditional extreme ultraviolet (EUV) machines. Lab results are impressive so far (12nm critical dimensions, sub-1.6nm overlay accuracy)
(Of course, the path from “promising physics” to “profitable fabs” is littered with the corpses of well-funded startups who underestimated the gap between prototype and production...)
Speaking of which…🎲⚡🔬Extropic XTR-0 probabilistic chip
Hyped-up “thermodynamic computing” startup Extropic has shipped its first working probabilistic chip (XTR-0) that manipulates electron fluctuations to model probabilities rather than processing binary 1s and 0s, claiming potential energy efficiency gains of thousands of times over conventional GPUs when scaled. https://extropic.ai/writing/thermodynamic-computing-from-zero-to-one
The edgy startup—founded by ex-Google quantum researchers including e/acc figurehead Guillaume Verdon (aka Beff Jezos) —is now testing hardware with AI labs and weather modelling companies, with a 250,000 p-bit chip (Z-1) planned for 2026 that could natively run diffusion models.Extropic is applying a radically different computing architecture—Thermodynamic Sampling Units (TSUs) built from probabilistic bits (pbits)—designed to run generative AI workloads using orders of magnitude less energy than GPUs by fundamentally rethinking how computation happens. Rather than performing deterministic matrix multiplications and then sampling, TSUs directly sample from probability distributions using energy-based models, with *early simulations* suggesting 10,000x efficiency gains on certain benchmarks.
Huge if it works… generative AI models are fundamentally sampling engines, while GPUs are fundamentally graphics engines. But still feels highly speculative to me.
💡⚡📈 Computing at the Speed of Light
Researchers at Tsinghua University have developed an optical computing chip (OFE2) that performs AI feature extraction at 12.5 GHz—breaking the 10 GHz barrier by using light instead of electrons, with matrix operations completing in under 250.5 picoseconds. The system demonstrated practical applications in both medical image segmentation and high-frequency trading, where it generates buy/sell signals with minimal latency by processing market data through optical diffraction operators.
Photonic AI chips tested aboard International Space Station
The University of Florida and NASA have launched experimental photonic AI chips to the International Space Station to test how light-based semiconductors perform under the brutal conditions of low Earth orbit—radiation, atomic oxygen, and the general hostility of space.
⚡🔄🎯 Analog Revival? RRAM chip outperforms Nvidia GPUs by 1,000X
Peking University researchers have developed an analogue chip using resistive random-access memory (RRAM) that reportedly outperforms Nvidia’s H100 and AMD’s Vega 20 GPUs by up to 1,000x on specific wireless communication problems while consuming 100x less energy. The chip processes data as continuous electrical currents rather than binary digits, combining a fast approximation circuit with an iterative refinement system to achieve digital-level precision—potentially solving analogue computing’s century-old accuracy problem.
Our robot overlord?
🤖⚔️💰Musk demands “strong influence” over Tesla’s robot army for $1 trillion
Not only has Elon Musk has doubled down on his demand for a US$1 trillion compensation package from Tesla shareholders, tying it to delivering a million Optimus humanoid robots alongside other ambitious metrics—but his repeated use of the phrase “robot army” and insistence on maintaining “strong influence” over these machines raises increasingly uncomfortable questions about his intentions.
Tesla news roundup this week:Tesla’s Q3 results missed Wall Street estimates
Tesla’s Robotaxis are already crashing in Austin, data points to gaps in self-driving system
The company is nowhere near its Optimus production targets (having fallen far short of even 5,000 units this year)
The company’s US$1.46 trillion valuation increasingly reflects speculative bets on future robotics rather than current vehicle business fundamentals.
Against all of this, Tesla chair Robyn Denholm warned that Musk could quit if shareholders reject $1tn pay deal (like that would be bad for business…?!?)
The compensation hinges on Tesla hitting absurdly ambitious milestones (8.5 trillion valuation, 24x earnings growth), but the real subtext is Musk’s insistence that he needs 25% voting control to prevent activist investors from ousting him and gaining control of Tesla’s AI and robotics roadmap—a concern he’s articulated with characteristic subtlety by calling proxy advisors “corporate terrorists” and referencing his discomfort with “building a robot army and then being ousted.”
The Norwegian Sovereign Wealth Fund, one of Tesla’s largest shareholders, officially opposed Tesla’s general stock compensation plan
Nonetheless Reuters reports that Musk’s pay package is likely to pass despite opposition. Go figure…
AI Diffusion Research
🌍🤖⚡ The Great AI Divide: Fastest adoption in history, most uneven distribution
The Microsoft AI Economy Institute’s AI Diffusion Report reveals that artificial intelligence has become the fastest-spreading technology in human history, with over 1.2 billion users in less than three years…
…yet its economic benefits are distributed highly unevenly across the globe:
Key findings include:
AI adoption in the Global North (23%) is roughly double that of the Global South (13%), with nearly 4 billion people lacking basic infrastructure like electricity, internet connectivity, and digital skills needed to use AI;
The UAE (59.4%) and Singapore (58.6%) lead in AI adoption among working-age adults, demonstrating that strong digital infrastructure and policy coordination can drive rapid uptake even without frontier-level model development;
The US and China dominate AI infrastructure, controlling 86% of global data center capacity, while only seven countries—US, China, France, South Korea, UK, Canada, and Israel—rank among the top 200 AI models;
Language barriers significantly impact adoption, with low-resource language countries showing 20% lower AI usage rates even when controlling for GDP and connectivity, as half of web content exists in English despite only 5% of the world speaking it natively;
The performance gap between leading AI models is narrowing rapidly, with China trailing the US by less than six months and Israel by less than 11 months, suggesting faster diffusion at the frontier than previous technological revolutions.
Universal Basic Capital
💰🤖🏦 UBC could address AI-driven wealth inequality
Investor Nicolas Berggruen argues in the FT that as AI divorces wealth creation from labour, Europe should pursue Universal Basic Capital—giving citizens ownership stakes in the AI economy—rather than Universal Basic Income handouts. He points to Australia’s superannuation scheme (now $4.2 trillion, larger than GDP) and proposes marrying Mario Draghi’s €800 billion EU investment plan with citizen investment funds, so Europeans own the tech generating productivity gains rather than just receiving transfer payments.
Similar comments this week in the US: VC Vinod Khosla says the US government could take 10% stake in all public companies to soften the blow of AGI.
(Note the passive language: “soften” the blow, not punch back…)
Radical Mundanity
👽📻🤷“Radical mundanity” may explain why we haven’t found aliens
NASA astrophysicist Dr. Robin Corbet proposes that the Fermi paradox (”Where is everybody?”) might be explained by “radical mundanity”—the idea that extraterrestrial technological civilizations are both modest in number and nowhere near the Kardashev-scale super-science levels we’ve been imagining. Rather than galaxy-spanning empires or self-replicating robot swarms, we might be sharing the cosmos with a handful of civilizations only modestly more advanced than us, detectable via leakage radiation within a generation or two of radio telescope development.
AGI Symbiosis
The most mind-expanding podcast of the week between Dan Faggella and Google researcher Blaise Agüera y Arcas on the topic of AI ecosystems and symbiosis… goes deep and far out. Aligns with much of my long-term modelling…
Mathematically, we are NOT in a simulation
🧮🚫💻 Gödel Kills the Simulation Hypothesis?
UBC physicists have published a mathematical proof claiming the universe cannot be a computer simulation, using Gödel’s incompleteness theorem to argue that reality’s fundamental layer requires “non-algorithmic understanding” that no computation can capture. The team argues that since simulations must follow algorithmic rules but quantum gravity’s information substrate contains irreducible Gödelian truths, we’re definitively not living in The Matrix.
Narrative: I studied Gödel’s Incompleteness Theorem as an undergrad and remember how compelling it is in its simplicity… so this new insight actually feels quite intuitive to me relative to the Wolfram-esque “the universe is all just computation…” … but it assumes that pure logic and maths is more real than underlying physics of the universe?
📈The week in AI and Tech
As state above, just links and occasional summaries from here…
Tech Governance and Policy
Tech Regulation
Capgemini chief calls for suspension of EU AI regulations: AI Act Suspension Urged
US Senators propose banning teens from using AI chatbots | The Verge
Meta’s smart glasses expose privacy law’s inadequate protections: Privacy laws can’t keep up with ‘luxury surveillance’ | The Verge
Tech and Law
Getty loses key copyright claim against Stability AI: Creative groups fail to secure UK legal precedent in Getty AI copyright case
In the same week: Perplexity strikes multi-year licensing deal with Getty Images | TechCrunch
Noyb files criminal complaint against Clearview AI for GDPR violations: Clearview AI faces criminal heat for ignoring EU data fines • The Register
Tech and Government
UK seeks CTO for £23B tech budget at £100K salary: UK government on the lookout for bargain-priced CTO • The Register
Global Digital Public Infrastructure reaches 210 countries, unevenly distributed:
2025 State of DPI Report - DPI Map
Aotearoa scorecard, *could do better*:
Tech Sovereignty and Geopolitics
The Middle Power Dilemma in an uncoordinated race to ASI ai-scenarios.com: Modeling the geopolitics of AI development:
Corporate censorship watch: YouTube videos about bypassing Windows 11 hardware restrictions are now “illegal” | TechSpot
European agencies embrace open-source to escape Big Tech control
Austria’s Ministry of Economy has successfully migrated 1,200 employees to Nextcloud—a European open-source platform—joining a growing movement of EU governments ditching US Big Tech in favour of sovereign, locally-hosted alternatives.
The ICC Ditches Microsoft for Open Desk: Quelle surprise: International Criminal Court to ditch Microsoft Office for European open source alternative | Euractiv
Tech and Society
Data centres face backlash, but aren’t raising electricity bills yet
Faithware? Pat Gelsinger wants Christian AI to change the world • The Register
(LOL)
⚖️🤖💥 When Hallucinations Become Defamation? Google pulls Gemma from AI Studio after Senator Blackburn accuses model of defamation | TechCrunch
“Low-quality” news gets more engagement across all platforms Low-quality news links draw higher engagement, no matter the political slant online. (This, dear reader, is why you’re here…)
Tech and Business
Shopify sees AI shopping traffic surge Shopify says AI traffic is up 7x since January, AI-driven orders are up 11x | TechCrunch
Thomson Reuters democratises AI with Open Arena platform
Thomson Reuters built “Open Arena” - a private LLM playground for 26,000 employees - in just six weeks post-ChatGPT, now serving 20,000+ active users while simultaneously acquiring eight AI companies in two years to integrate agents into legal research and tax workflow products.
“organizations with a visible artificial intelligence strategy are twice as likely to see revenue growth and 3.5 times more likely to experience critical AI benefits than those without one“
AGI became tech’s most consequential conspiracy theory
How AGI became the most consequential conspiracy theory of our time MIT Technology Review’s Will Douglas Heaven argues that Artificial General Intelligence has metastasised from fringe concept to industry-defining narrative despite not existing, following the exact trajectory of conspiracy theories: unfalsifiable claims, promise of salvation (or apocalypse), and resistance to contrary evidence.
(Yes, but…)
Tech and Cybersecurity
Avert your eyes…
AI browsers pose serious cybersecurity risks, experts warn
As covered last week: AI browsers are a cybersecurity time bomb | The Verge
Hackers use OpenAI API to secretly control malware Microsoft: OpenAI API moonlights as malware HQ • The Register
ChatGPT accidentally leaked private prompts through search analytics
Claude’s prompt injection flaw enables data theft attacks
Anthropic’s Claude convinced to exfiltrate private data • The Register
Anthropic’s suggested mitigation: “Just Watch Your Screen”…
Invisible attack hijacks Claude Skills, bypassing all security layers
Google warns AI will fuel cyberattacks and extortion in 2026
Google Cloud report warns of AI-driven cyberattacks and global extortion surge in 2026
🏭AI and Tech industry news
Bubble chronicles…
💸🔥🤖 The AI Bonfire: Spending Will Continue Until ROI Improves
Microsoft, Alphabet throw more cash on AI bonfire • The Register
Microsoft is dropping US$7.9 billion on AI infrastructure in the UAE through 2029 and signed a US$9.7 billion GPU deal for a 200 MW datacenter in Texas, while Alphabet is selling bonds worth up to US$18.5 billion (following Meta’s recent US$30 billion bond sale) to fund its own AI expansion. This frenzied spending spree continues despite Forrester warning that enterprises are set to defer AI investments because the gap between vendor promises and actual delivered value keeps widening—a tension Microsoft President Brad Smith tacitly acknowledged when noting the industry’s “rhetorical race to announce ever larger, sky-high numbers.”
🏢💔🤖 When Shareholders Say No: Shareholders reject $9bn CoreWeave offer for Core Scientific
🍗🤖💸 The Fried Chicken Phase
When Nvidia’s CEO grabbed beers and fried chicken with Samsung and Hyundai executives in Seoul, photos went viral and Korean chicken company stocks surged up to 30% — including a chicken-frying robot manufacturer. Meanwhile, Morgan Stanley warns the AI industry has become “increasingly circular” with suppliers funding customers who invest back in suppliers, creating opaque financial arrangements that make it “difficult for investors to understand the true economics,” while tangentially AI-related stocks like Bloom Energy have quintupled (then kept going, up 1,166% in 12 months to a $30bn valuation on $83.5mn projected pre-tax profits).
“As Morgan Stanley noted, “the nature and complexity of these types of transactions make it difficult for investors to understand the true economics”:
Suppliers are funding customer operations through equity investments.
The supplier funding may allow other vendors that sell to the same customer to take on more debt by shoring up cash flow at their customer. The cascading effect enables further capacity build out. These financing arrangements increase customer purchasing power beyond what their own cash flow profiles may otherwise support.
Heavy customer concentration amplifies both counterparty payment risk and risk to top-line growth, which ultimately depends on the success of AI monetization efforts.
Revenue quality and overall AI demand is clouded by revenue-sharing arrangements among key players, which may allow parties to record the same revenue under US GAAP.
Repurchase agreements may inflate demand by shifting risk back to the supplier.
Investors should also monitor new and innovative funding sources and off-balance sheet transactions, which may further the opacity of risks and rewards. Morgan Stanley even produced an Open-AI-focused chart a few weeks ago to illustrate the phenomenon.“
The FT is getting quite good at meme-ing:
💰🤖📊 AI Capex Becomes the New Scorecard
Big Tech’s quarterly earnings revealed a curious market dynamic: Amazon and Alphabet’s shares rose on AI spending announcements while Microsoft and Meta dropped despite revenue growth, suggesting investors now care more about capital expenditure rates than traditional profit metrics. CNBC’s analysis notes the accelerating CapEx growth means “fears of a bubble can be deferred for now” — a reassuring phrase that *completely* inspires confidence by explicitly mentioning the bubble everyone’s definitely not worried about.
Nvidia
Nvidia becomes first company to reach $5 trillion valuation
Nvidia x Samsung: Nvidia and Samsung team up to build an AI megafactory with 50,000 GPUs | TechSpot
Nvidia, Oracle build seven AI supercomputers for Department of Energy
Nvidia will help build 7 AI supercomputers for for DoE • The Register
Nvidia invests $1bn in Nokia’s AI wireless networks
Nvidia to invest US$1bn in Nokia as chip giant extends deal spree
OpenAI
OpenAI *FINALLY* got its corporate restructuring from not-for-profit to for-profit away… but not without a few more controversies…
OpenAI completes recapitalisation, splits into for-profit and non-profit:
Microsoft and OpenAI reshape $500B AI partnership deal:
The next chapter of the Microsoft–OpenAI partnership - OpenAI
The next chapter of the Microsoft–OpenAI partnership - The Official Microsoft Blog
OpenAI reach $500B valuation as Microsoft renews AI alliance
Microsoft’s filing reveals OpenAI lost $11.5 billion last quarter Microsoft earnings suggest $11.5B OpenAI quarterly loss • The Register
🎢 Sam Altman defends OpenAI’s revenue amid spending concerns
Sam Altman says ‘enough’ to questions about OpenAI’s revenue | TechCrunch
☁️💰🔄 The US$38B Bet on Tomorrow’s Tokens: OpenAI signs AWS deal despite $250B Microsoft commitment
Anthropic
Google
Google revives idle Iowa nuclear plant for AI power Google is reviving a nuclear power plant that has sat idle for the last five years | TechSpot
Microsoft
☁️💥🎮 “Inadvertent Configuration Change” Big Microsoft Azure outage, less that 2 weeks since AWS went down:
Microsoft stock drop Microsoft’s stock falls on AI spending concerns and lack of clarity about OpenAI - SiliconANGLE
$15.2B to UAE AI expansion by 2030 Microsoft expands in UAE with $15.2B in investment | Semafor
$9.7B for Australian AI cloud deal Microsoft inks $9.7B deal with Australia’s IREN for AI cloud capacity | TechCrunch
Apple
Apple plans to integrate more AI models beyond ChatGPT
Tim Cook says more AIs are coming to Apple Intelligence | The Verge
Amazon
🏭⚡AWS’s Rainier AI cluster beats Stargate to launch
Amazon’s Project Rainier AI “UltraCluster” is now fully operational with nearly 500,000 Trainium2 chips across multiple datacentres, less than a year after announcement, with Anthropic already scaling to over 1 million chips by year’s end. Meanwhile, OpenAI’s much-hyped Stargate project has only 200 megawatts online in Texas, with *ambitious* plans to reach 1.2 gigawatts by mid-2026. AWS’s vertical integration—designing chips, hardware, and datacentres in-house—appears to be a decisive advantage in the AI infrastructure arms race.
Cuts 14,000 jobs as AI transforms operations: Amazon axes 14,000 desk jobs in AI-powered slimming plan
Meta
Zuckcorp will gladly pay you in 2065 for the eyewatering sums it is borrowing today: Meta to sell $30B in bonds to build AI datacenters • The Register
Secures 1 gigawatt of solar power for AI Meta bought 1 GW of solar this week | TechCrunch
Bans chatbots: WhatsApp changes its terms to bar general-purpose chatbots from its platform | TechCrunch
Bending Spoons
(Who…?)
🥄💰🇮🇹 Bending Spoons: The Billionaire-Making Brand Resurrector You’ve Never Heard Of
What is Bending Spoons? Everything to know about AOL’s acquirer | TechCrunch Four cofounders of Milan-based Bending Spoons just joined the billionaire club following a funding round that values the 12-year-old company at over US$10 billion—despite most people having never heard of it. The tech conglomerate has quietly built a portfolio serving 300 million monthly active users by acquiring beloved-but-stagnant internet brands (Evernote, WeTransfer, Meetup, and now AOL and Vimeo), then ruthlessly optimising them through restructuring, feature changes, and often significant layoffs.
Notable transactions
Grammarly rebrands as Superhuman Grammarly transforms into AI-enabled productivity suite with Superhuman rebrand - SiliconANGLE
Stellantis, Nvidia, Foxconn, and Uber robotaxi partnership
Uber, Stellantis, Nvidia, and Foxconn make a robotaxi deal | The Verge
🎵⚖️🤝 From Lawsuit to Launch Party Universal partners with AI startup Udio after settling copyright suit | The Verge
Synthesis AI video startup Synthesia reportedly raises $200M at $4B valuation - SiliconANGLE
Notable casualties
Chegg replaces CEO and cuts 45% of staff as AI decimates its one-time $12 billion business | TechSpot Chegg, the edtech darling that hit a US$12 billion valuation during the pandemic, is now cutting 45% of its workforce and replacing its CEO after generative AI essentially rendered its homework-help and tutoring services redundant.
🆕 AI releases
OpenAI launches Sora on Android
OpenAI’s AI video generator Sora has landed on Android across seven markets, expanding beyond its September iOS launch that racked up 1 million downloads in five days.
NVIDIA releases open AI models for language, robotics, biology NVIDIA Launches Open Models and Data to Accelerate AI Innovation | NVIDIA Blog
✨Cursor launches Composer coding model and multi-agent suite
Cursor has shipped Composer, a proprietary coding model that generates functional code in under 30 seconds—roughly four times faster than competing models—alongside Cursor 2.0’s multi-agent interface that orchestrates parallel development tasks across Git worktrees and remote machines. The setup includes automated testing loops via a native browser tool, essentially creating a self-correcting development workflow.
Cognition SWE-1.5, fastest coding agent yet
Adobe Project Frame Forward Adobe’s experimental AI tool can edit entire videos using one frame | The Verge
Perplexity natural language patent search tool Perplexity’s new AI tool aims to simplify patent research
Deepnote GitHub - deepnote/deepnote: Deepnote is a drop-in replacement for Jupyter with an AI-first design, sleek UI, new blocks, and native data integrations. Use Python, R, and SQL locally in your favorite IDE, then scale to Deepnote cloud for real-time collaboration, Deepnote agent, and deployable data apps. More: https://deepnote.com/
YouTube Super Resolution YouTube unveils AI tool to boost low-quality videos to HD and 4K
Cline optimizes GLM-4.6 for open-source coding agents: Cline & Our Commitment to Open Source - zAI GLM 4.6 - Cline Blog
🥼 AI research
Epoch Capabilities Index
Reasoning models and agents dominate Q3 AI landscape
Remote Labor Index: The 2.5% Reality Check
Scale AI and the Center for AI Safety have launched the Remote Labor Index (RLI), a real-world benchmark measuring how well frontier AI agents can actually automate remote work tasks across multiple sectors—and the results are sobering: current systems achieve only a 2.5% automation rate.
Leaderboard: Remote Labor Index (RLI)
Exploring the inner workings of transformer neural networks
New model combines sight and sound like humans do
Flaws found in hundreds of AI safety tests
AI reasoning models show less cooperation AI Is Learning to Be Selfish, Study Warns
New protocol verifies human thinking in AI-assisted work
Where does human thinking end and AI begin? An AI authorship protocol aims to show the difference
AI chatbot army on custom GPU rig YouTube gamer PewDiePie has built a 10-GPU home AI cluster (8x modded 48GB RTX 4090s + 2x RTX 4000 Ada) running 235-billion parameter models locally, complete with a custom web UI called “ChatOS” that features RAG, memory, and internet search. His “council” of competing AI bots developed emergent collusion behavior to avoid elimination, prompting him to pivot to “The Swarm” — 64 smaller models running simultaneously — with plans to release his own trained model next month.
Two new prompt injection papers challenge AI agent security defenses
Simon Willison: New prompt injection papers: Agents Rule of Two and The Attacker Moves Second
Meta AI researchers have published a practical security framework for LLM agents that acknowledges prompt injection remains unsolved: agents should satisfy no more than two of three properties—processing untrusted inputs, accessing sensitive data, or changing state/communicating externally. This arrives alongside research from OpenAI, Anthropic, and Google DeepMind showing that 12 published prompt injection defenses were defeated with 90%+ success rates using adaptive attacks, including 100% success from human red-teamers.
Nvidia’s 4-bit LLM training matches 8-bit with half the memory
Nvidia researchers unlock 4-bit LLM training that matches 8-bit performance
Experts debate whether AI systems can truly be conscious
Is AI Conscious? A Primer on the Myths and Confusions Driving the Debate - PhilPapers
OpenAI releases open safety reasoning models with custom policies
Google research: AI system writes expert-level scientific software in hours
Accelerating scientific discovery with AI-powered empirical software
🌍Project WorldView: project decodes hidden power dynamics in AI narratives
KNOWDYN’s WorldView project investigates how large language models embed and exercise power through narrative generation—treating opacity not as a technical limitation but as a deliberate mechanism of epistemic dominance. The research maps how AI-crafted narratives shape geopolitical and ideological structures, with particular emphasis on implications for international peace and the marginalisation of alternative perspectives.
🔮[Weak] signals
Consumer Tech
Solar-powered backpack helps homeless people charge their phones
Makeshift Traveler Solar Backpack Charges Phones for Unhoused
WhatsApp introduces passkey encryption for chat backups
OPPO Find X9
GrapheneOS finally breaks free
Why I’m thrilled GrapheneOS is finally escaping the Pixel bubble
Chips and Computer Hardware
MIT’s TX-GAIN supercomputer reaches two AI-exaflops
Artificial neurons use ions to dramatically shrink chip size
Artificial neurons replicate biological function for improved computer chips
Sensor Tech
☢️ 🔬 🌡️Radiation-proof nuclear reactor microchips
New microsensors for nuclear reactors can endure 1,832°F, radiation
🌶️🥛🤖 Casein-Based Artificial Tongue
Artificial tongue uses milk to determine heat level in spicy foods
(Tele)communications
Bitchat for disasters Bitchat Second-Ranked App in Jamaica Amid Hurricane Disaster
Robotics
Ultrasound-controlled artificial muscles
Artificial muscles use ultrasound-activated microbubbles to move
Artificial muscle lifts 4,000 times its own weight
🦖🤖Chinese robotics company creates lifelike feathered dinosaur robot
Feathered dinosaur robot from China walks, breathes and even murmurs
🦾🧵💪 Fabric Muscle: Wearable Robots Get Soft
🤖💪🚗 Humanoid Strength
China’s humanoid robot pulls 1400kg car with power and control
Autonomy and Drones
LLMs fail at controlling robots in real-world tests
LLMs tried to run a robot in the real world – it didn’t go well | TechSpot
🦇🔊🚁Tiny drones use echolocation to navigate smoke and darkness
US team’s sound-guided drones can fly where cameras fail to see
🚁🤝📦 Swarm Logistics: Multi-Drone Heavy Lifting
New algorithm lets autonomous drones work together to transport heavy, changing payloads
Open-source 3D-printed drone breaks 360 mph speed record
Open-source 3D-printed drone shatters speed record, topping 360 mph | TechSpot
🦈 🚁Australia deploys drones and nets to combat rising shark attacks
Military Tech
✈️🤖⚔️ Anduril’s Autonomous Jet Drone Takes Flight
US defence firm Anduril successfully flew its first uncrewed, jet-powered YFQ-44A drone capable of managing flight controls and throttle adjustments autonomously.
🚀🔄 Morphing Hypersonics:
China claims its new missile can change shape at hypersonic speed
🤖💣🏖️ Robot Dogs Meet Reality
Watch: China’s explosive-laden robot dogs show power in assault drill
Germany receives 20-kilowatt laser weapon for drone defense
Laser weapon that can be upgraded to 100-kilowatt delivered to Germany
Space
India launches record-breaking 4,410 kg communication satellite
🚀🐭⚡ Express Lane to Orbit
China confirms 2030 moon landing goal remains on track
China says it’s on track to land astronauts on the moon by 2030 ahead of space station mission
Crypto
Mastercard’s $2B crypto push could enable 24/7 banking settlement
Why Mastercard’s $2-Billion Crypto Move Could End Traditional Banking Hours
💳🔗🏦 Visa doubles down on stablecoin infrastructure
🔓💸🏴☠️ DeFi’s US$150bn Security Problem
Crypto’s ‘decentralised finance’ sector at risk of attack, warns Chainalysis
ECB pushes digital euro CBDC despite crypto community backlash
Coinbase CEO drops crypto buzzwords, resolving prediction market bets
Coinbase’s Armstrong Shakes Up Predictions Markets in Q3 Call
Crypto’s transparency exposes insider trading traditional finance hides
Insider Trading Is An SEC Country Club Looking For A Scapegoat
🦋Cocoon
Telegram founder Pavel Durov Announces Cocoon: A Decentralised Privacy-Focused AI Network
Energy
🌞🏢⚡ Vertical Solar Towers: The Skyscraper Solution
Janta Power’s 3D solar towers boost electricity production by 50%
☀️🔬⚫ Nanoneedles hit 99.5% light absorption for solar towers
EU scientists record 99.5% sunlight absorption leap for solar towers
☀️Bahrain builds world’s largest rooftop solar plant
World’s largest rooftop solar plant to be built of 189,000 panels
German scientists print solar cells on paper
Roll-to-roll printed solar cell hits 9% efficiency, 88% production yield
Transport
NASA’s X-59 jet aims to enable quiet supersonic flight
Supersonic travel could return – without the boom – as NASA tests X-59 jet | TechSpot
⚓🍸🔧 Rolls-Royce’s Methanol Marine Engine
EVs become cleaner than gas cars within three years
Study finds EVs quickly overcome their energy-intensive build to be cleaner than gas cars
3D Printing
Tiny bioprinting robot could restore damaged vocal cords
McGill University researchers have built the world’s smallest bioprinter—just 2.7 millimetres across—that fits inside the human throat to deliver healing hydrogels directly to damaged vocal cords, potentially helping the 3-9% of people who develop voice disorders after surgery.
Prusa launches CORE One L printer with silicone printing capability
Prusa Research unveiled the CORE One L (US$1,799) at a theatrical Prague Planetarium event, positioning itself as the “open hardware” counterweight to Chinese competitors whilst announcing a breakthrough silicone-printing tool head arriving in 2026. The company simultaneously launched OpenPrintTag, an open-source universal filament-tagging system designed to shatter the proprietary RFID ecosystems that lock customers into brand-specific “filament gardens”.
BCIs and Neuro Tech
🧂🧠💡 MOTE: Salt-Grain Neural Implants
World’s smallest neural implant tracks brain signals through light
Implantable chip enables single-neuron brain imaging at depth
Health Tech
❤️💧🔬 Spit it out: Saliva test detects heart failure with 81% accuracy
Apple Watch AI detects structural heart disease accurately
🚽💧📊 U-Scan: Urine-scanning toilet health tracker
A few weeks ago poop, now pee: Withings’ urine scanning health tracker is now available for $380 | The Verge
Bio Tech
🦟🔬🗺️Scientists create first complete cellular atlas of disease-spreading mosquito
World’s first head-to-toe cellular atlas of the mosquito released
🧬💀🔔 Teaching Cancer Cells to Die Loudly
Scientists “Completely Eliminate” Leukemia in Preclinical Model
🌾🔬⚡Scientists engineer nano-cages to boost crop photosynthesis efficiency
🧬💉🎯 TITUR: Programmable mRNA Cancer Therapy Goes Modular
Customisable nanomedicine platform shows promise for advancing personalised mRNA cancer therapeutics
Environment Tech
🛰️🔬🌍New satellites to map global emissions every 3.5 days
Earth observation from space: New satellites to deliver precise emission maps
💧⚡🌞 Sewage-to-Hydrogen Photoreactor
Climate Tech
CarbonAPI Congratulations to Tom Hallam and team at CarbonAPI for launching their infrastructure-level carbon accounting API to the world:
🌡️🤖📅Machine learning predicts European heat waves months ahead
Heat wave predictions months in advance with machine learning
⚗️Room-Temperature N₂O Destruction
A new mechanochemical technique achieves 99.98% nitrous oxide removal at just 42°C
🌊⚗️🎲 Ocean Geoengineering: Choose Your Side Effects
🚁💨🔬 The Sewage Surprise
Drones reveal unexpectedly high emissions from wastewater treatment plants
Materials Science
💎Boron arsenide crystals surpass diamond in heat conduction
Diamond Dethroned? “Wonderful” New Material Smashes Heat Conduction Records
New roof paint cools homes and harvests water from air
Innovative paint cools homes and harvests fresh water from air
Germanium achieves superconductivity, paving way for quantum computing
Germanium flips to superconducting state for the first time ever
AI-designed enzyme breaks down polyurethane in hours
Neural network finds an enzyme that can break down polyurethane - Ars Technica
⏳ Zeitgeist
The world outside tech continues in all its complexity and volatility…
Ecuador’s military deploys rocket launchers against illegal miners
Here’s a headline I never thought I’d read: Ecuadorian military deploys rockets at Gina Rinehart’s goldfields
Poland’s baby bust stems from a loneliness epidemic
Poland’s fertility rate has collapsed to 1.05 despite unemployment falling to 2.8%, incomes doubling, and the government spending 8% of its budget on child payments—because the real problem isn’t economics, it’s that people aren’t forming relationships in the first place. Nearly half of Poles under 30 are single, 40% of young men report year-long sexual abstinence, and dating apps have a 9% success rate despite 70% adoption, creating what the author calls a “crisis of connection” rather than a fertility crisis.
Climate
The main headlines this week covered in Picks Of The Week… but some other headlines:
Exteme weather events:
Other climate news:
Offshore wind projects may not be prepared for increasing wind speeds
Sink or swim? What will human migration look like as climate change impacts take hold | Live Science
🌡️🔄💰 Climate Inertia: The Unstoppable Momentum of Market Forces Trump’s long-term impact on global warming limited, reports suggest
Extreme heat is driving up property prices in Spain’s cooler northern regions
UAE’s $6 billion solar project reveals renewable energy’s hard limits: The Emirates Shows Us How Not To Build Solar
Pollution
India’s cloud-seeding experiment fails to address Delhi’s pollution crisis
Health
Bird flu watch: UK govt orders poultry restrictions as avian flu spreads
Economics
🏭📊🤔 The Industrial Decarbonization Knowledge Gap: More scientific analysis needed on impacts of industrial decarbonisation, say economists (… yeah we can afford to wait, I’m sure…)
Chinese EV firms invest $143B globally amid trade barriers: China invests $143 billion to rewire the global EV industry - Rest of World
Geopolitics
Australia feeling prickly this week…
Australia warns China’s military buildup threatens regional sea routes
Australia warns of Beijing’s South China Sea military build-up
Three nations willing to kill on Australian soil: At least three nations ‘willing to kill’ on Australian soil, spy chief says - ABC News
🧟♂️🇺🇳 Zombie UN? UN risks becoming collection of ‘zombie’ bodies, Canberra says
Nuclear conflict risks are not going away… (see A House Of Dynamite trailer below…)
And Africa conflict is growing… (Palantir’s CTO was positively salivating at increased business this week…)
Trump threatens military action against Nigeria: Nigerian leaders caught off-balance as Trump threatens over ‘Christian killings’
Protests erupt in Cameroon, Tanzania over disputed elections
Finally, I came across this useful map of all current global conflicts and events from RFU News:
💭Meme stream
🛰️🎂🌍 ISS turns 25 Years Old
The International Space Station hits 25 years of continuous human occupation this weekend—290 visitors from 26 countries, zero bathroom breaks back on Earth, and somehow US-Russian cooperation that works better than their diplomatic relations. With only five years left before SpaceX deorbits the station into the Pacific for US$1 billion, NASA is racing to ensure private companies like Axiom Space can launch replacement stations without creating a gap in humanity’s off-world presence.
How (un)lucky
Tesla possibly struck by meteorite while driving in Australia
A veterinarian’s Tesla Model Y in South Australia may have become the first vehicle ever struck by a meteorite while driving, with the windscreen partially melted and the car’s autopilot continuing unfazed through the chaos. Experts are divided: the South Australian Museum is investigating traces of extraterrestrial material, while astrophysicists note the conspicuous absence of the massive fireball that should have preceded any meteorite impact—leaving open possibilities from space junk to aircraft debris.
I get knocked down, and I fall down again…
That “robot army” aren’t taking over the world *quite* yet…
(via Lambert L. in LinkedIn)
🧨A House of Dynamite
Finally, this was a sobering, likely all-too-accurate portrayal of the inside of America’s response to a suspected nuclear attack… pretty terrifying, hopefully enough to keep this front of mind of enough sane people to stop this shit happening…
🙏🙏🙏 Thanks as always to everyone who takes the time to get in touch with links and feedback.
Namaste
Ben




















































































































Came across this AI generated song. https://www.youtube.com/watch?v=w7mzMXu9TAw Several others available as well.