July 8, 2025

Why the US and Europe could lose the race for fusion energy

Fusion energy holds the potential to shift a geopolitical landscape that is currently configured around fossil fuels. Harnessing fusion will deliver the energy resilience, security, and abundance needed for all modern industrial and service sectors. But these benefits will be controlled by the nation that leads in both developing the complex supply chains required and…

Technology

The Download: sycophantic LLMs, and the AI Hype Index

May 30, 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. This benchmark used Reddit’s AITA to test how much AI models suck up to us Back in April, OpenAI announced it was rolling back an update to its GPT-4o model that made ChatGPT’s…

This benchmark used Reddit’s AITA to test how much AI models suck up to us

May 30, 2025
Back in April, OpenAIannounced it was rolling back an update to its GPT-4o model that made ChatGPT’s responses to user queries too sycophantic.  An AI model that acts in an overly agreeable and flattering way is more than just annoying. It could reinforce users’ incorrect beliefs, mislead people, and spread misinformation that can be dangerous—a…

The Download: the next anti-drone weapon, and powering AI’s growth

May 29, 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. This giant microwave may change the future of war 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…

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…