Technology

What will power AI’s growth?

May 29, 2025
It’s been a little over a week since we published Power Hungry, a package that takes a hard look at the expected energy demands of AI. Last week in this newsletter, I broke down the centerpiece of that package, an analysis I did with my colleague James O’Donnell. (In case you’re still looking for an…

This giant microwave may change the future of war

May 29, 2025
Imagine: China deploys hundreds of thousands of autonomous drones in the air, on the sea, and under the water—all armed with explosive warheads or small missiles. These machines descend in a swarm toward military installations on Taiwan and nearby US bases, and over the course of a few hours, a single robotic blitzkrieg overwhelms the US…

Lightspeed backs Indian home services startup Snabbit as the next big consumer trend

May 29, 2025
Home services in India — whether it is cleaning, dishwashing, or laundry — have traditionally been offline and informally run. This has often resulted in delays and uncertainties for consumers, as well as inconsistent pay and job insecurity for workers. Recently, however, startups have begun viewing this area as ripe for transformation, leveraging technology to […]

The Download: the story of OpenAI, and making magnesium

May 28, 2025
This is today’s edition of The Download, our weekday newsletter that provides a daily dose of what’s going on in the world of technology. OpenAI: The power and the pride OpenAI’s release of ChatGPT 3.5 set in motion an AI arms race that has changed the world. How that turns out for humanity is something we are…

OpenAI: The power and the pride

May 28, 2025
In April, Paul Graham, the founder of the tech startup accelerator Y Combinator, sent a tweet in response to former YC president and current OpenAI CEO Sam Altman. Altman had just bid a public goodbye to GPT-4 on X, and Graham had a follow-up question.  “If you had [GPT-4’s model weights ] etched on a…

This startup wants to make more climate-friendly metal in the US

May 28, 2025
A California-based company called Magrathea just turned on a new electrolyzer that can make magnesium metal from seawater. The technology has the potential to produce the material, which is used in vehicles and defense applications, with net-zero greenhouse-gas emissions. Magnesium is an incredibly light metal, and it’s used for parts in cars and planes, as…

A new sodium metal fuel cell could help clean up transportation

May 27, 2025
A new type of fuel cell that runs on sodium metal could one day help clean up sectors where it’s difficult to replace fossil fuels, like rail, regional aviation, and short-distance shipping. The device represents a departure from technologies like lithium-based batteries and is more similar conceptually to hydrogen fuel cell systems.  The sodium-air fuel…

Building customer-centric convenience

May 27, 2025
In the U.S., two-thirds of the country’s 150,000 convenience stores are run by independent operators. Mom-and-pop shops, powered by personal relationships and local knowledge, are the backbone of the convenience sector. These neighborhood operators have long lacked the resources needed to compete with larger chains when it comes to technology, operations, and customer loyalty programs. …

The Download: nuclear-powered AI, and a short history of creativity

May 27, 2025
This is today’s edition of The Download, our weekday newsletter that provides a daily dose of what’s going on in the world of technology. Can nuclear power really fuel the rise of AI? In the AI arms race, all the major players say they want to go nuclear. Over the past year, the likes of Meta, Amazon,…

Four VW execs found guilty in trial that transformed Europe’s auto market

May 26, 2025
Four former Volkswagen executives received prison sentences Monday for their role in the emissions-cheating scandal that fundamentally transformed Europe’s car market. The verdict, delivered after a three-year trial in Braunschweig, Germany, marked the latest chapter in a 10-year-long saga that reshaped the continent’s relationship with diesel technology. Jens Hadler, who oversaw diesel engine development, received […]