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The Download: plastic’s problem with fuel prices, and SpaceX’s blockbuster IPO

3 Iran has struck Amazon’s cloud business in Bahrain again It promised to hit US companies only yesterday. (FT $) + Other targets include Google, Microsoft, Apple, and Nvidia. (CNBC) + AWS data centers in Bahrain were also hit... Read more »

Fuel prices are soaring. Plastic could be next.

Plastic production accounts for roughly 5% of global carbon dioxide emissions today. And our current moment shows just how embedded oil and gas products are in our lives. It goes far beyond... Read more »

The Download: gig workers training humanoids, and better AI benchmarks

Zeus is a data recorder for Micro1, which sells the data he collects to robotics firms. As these companies race to build humanoids, videos from workers like Zeus have become the hottest... Read more »

The gig workers who are training humanoid robots at home

Investors are pouring money feverishly into solving this challenge, spending over $6 billion on humanoid robots in 2025. And at-home data recording is becoming a booming gig economy around the world. Data... Read more »

Shifting to AI model customization is an architectural imperative

1. Treat AI as infrastructure, not an experiment.  Historically, enterprises have treated model customization as an ad hoc experiment—a single fine-tuning run for a niche use case or a localized pilot. While... Read more »

AI benchmarks are broken. Here’s what we need instead.

Across the organizations where this approach has emerged and started to be applied, the first step is shifting the unit of analysis.  For example, in one UK hospital system in the period... Read more »

The Download: AI health tools and the Pentagon’s Anthropic culture war

I’ve combed the internet to find you today’s most fun/important/scary/fascinating stories about technology.  1 California has defied Trump to impose new AI regulations Governor Newsom signed off on the new standards yesterday.  (Guardian) + Firms seeking... Read more »

The Pentagon’s culture war tactic against Anthropic has backfired

The stakes in the case—how much the government can punish a company for not playing ball—were apparent from the start. Anthropic drew lots of senior supporters with unlikely bedfellows among them, including... Read more »

There are more AI health tools than ever—but how well do they work?

Singhal, the OpenAI health lead, notes that the company’s current GPT-5 series of models, which had not yet been released when the original HealthBench study was conducted, do a much better job... Read more »

The Download: brainless human clones and the first uterus kept alive outside a body

2 Elon Musk reportedly joined Trump’s call with Modi about the Iran War It remains unclear what Musk was doing during the conversation. (NYT $)  + India has disputed the report. (Independent) + The war poses a grave threat to the... Read more »