What we're reading, in the order we're reading it.
Anthony and Harry's working stream — links, charts, tweets, and short takes. The unprocessed inputs behind the briefings.
Advancing Robotics Development with Neural Dynamics in Newton
Modern robotics requires more than what classical analytic dynamics provides because of simplified contacts, omitted kinematic loops, and non-differentiable models. Neural Robot Dynamics (NeRD)…
Sam Altman Wants 250 Gigawatts of Power. Is That Possible?
Welcome to the first edition of The Information’s newsletter on AI infrastructure. In the coming months, we’ll cover the data centers, chips, networking and energy that power AI.Artificial intelligence is...
In the fight over AI, copyright is America’s competitive weapon
On Monday, a new $100 million super-PAC network, Leading the Future, was introduced to shape artificial intelligence policy in next year’s elections. The group says it will fight for sensible...
Leading computer science professor says ‘everybody’ is struggling to get jobs: ‘Something is happening in the industry’
UC Berkeley professor Hany Farid said the advice he gives students is different in the AI world.
Neptune Robotics Raises $52 Million Series B Led by Granite Asia, with Strategic Investment from NYK Line
Neptune Robotics has raised US$52 million in Series B funding, led by Granite Asia, with strategic backing from NYK Line, one of the world’s largest shipping companies.
Everyone’s still throwing billions at AI data centers
Watch as Equity hosts Anthony Ha and Max Zeff break down the money behind AI’s infrastructure boom and what rising visa fees mean for tech’s talent shuffle.
GitHub – deepseek-ai/DeepSeek-V3.2-Exp
Contribute to deepseek-ai/DeepSeek-V3.2-Exp development by creating an account on GitHub.
GitHub – deepseek-ai/DeepSeek-V3.2-Exp
Contribute to deepseek-ai/DeepSeek-V3.2-Exp development by creating an account on GitHub.
The Philosophical Bet We All Need to Make in the Age of AI
Toby Stuart argues that the French philosopher Blaise Pascal can teach us how to make rational choices in the AI era.
AI could impact a million jobs in London, research suggests
The jobs most at risk include telemarketing, bookkeeping and data entry, according to research.
Regulators struggle to keep up with the fast-moving and complicated landscape of AI therapy apps
As mental health chatbots driven by artificial intelligence proliferate, a small number of states are trying to regulate them
Medtronic doubles London footprint to advance surgical AI and robotics
Expands office to 25,000 square feet, adding over 200 employees
The billion-dollar infrastructure deals powering the AI boom
Here’s everything we know about the biggest AI infrastructure projects, including major spending from Meta, Oracle, Microsoft, Google, and OpenAI.
The AI coding trap
If you ever watch someone “coding”, you might see them spending far more time staring into space than typing on their keyboard.
People Are More Likely to Cheat When They Use AI
Participants in a new study were more likely to cheat when delegating to AI—especially if they could encourage machines to break rules without explicitly asking for it
Meta Bets on ‘Android-style’ Robotics Platform; Large Models and Data May Become Core Elements of Robotics
①Developing humanoid robots has become Meta’s next ‘AR-level bet.’ Andrew Bosworth, Meta’s Chief Technology Officer, revealed that he initiated a robotics research program earlier this year under the guidance of...
Will the EU Designate AI Under the Digital Markets Act?
Megan Kirkwood unpacks the growing momentum to bring integrated AI applications under the scope of Europe’s Digital Markets Act.
The billion-dollar infrastructure deals powering the AI boom
Here’s everything we know about the biggest AI infrastructure projects, including major spending from Meta, Oracle, Microsoft, Google, and OpenAI.
Can AI Agents Really Manage Other Agents? They Can in Replit V3. It’s So Cool — But Also More Work, Not Less. What I’ve Learned
Most of us are struggling to get one AI agent working. But I just watched AI agents autonomously manage other AI agents for 3 hours straight. Here’s what happened –...
Vaire Computing’s Ice River chip shows pendulum-like energy reuse
Vaire Computing’s Ice River chip offers a solution to excessive AI power consumption
How Walmart plans to prepare America’s largest private workforce for an AI-driven future
As artificial intelligence and demographic changes reshape the U.S. job market, the nation’s largest private employer is trying to identify the skills its workers and the broader labor force might...
OpenAI’s New Data Centers Will Draw More Power Than the Entirety of New York City, Sam Altman Says
OpenAI’s planned AI data center projects would consume as much as the entire city of New York City and San Diego combined.
Canada Joins The Global Push For Sovereign AI With TELUS AI Factory
TELUS launched Canada’s first fully sovereign AI Factory intended to give Canadian enterprises the ability to develop and operate AI models without crossing a border.
SAP Exec: Get Ready to Be Fired Because of AI
SAP chief finance officer Dominik Asam didn’t mince words when asked what the end result of his company’s AI usage would be.
AI Safety Group Finds Agentic Tools Slow Down Open Source Devs
METR’s randomized trial found AI tools slowed experienced open-source developers by 19%, highlighting benchmarking limits, learning curves, and contextual challenges.
Everyone’s wondering if, and when, the AI bubble will pop. Here’s what went down 25 years ago that ultimately burst the dot-com boom
Sam Altman and Mark Zuckerberg have acknowledged the parallels, which begs the question: Are we watching history repeat itself?
How much of the AI boom is underpinned by Nvidia’s own balance sheet? Investors increasingly are asking.
Nvidia’s big investments in various customers are generating echoes of past booms and busts.
Meta Shifts Billions Into Robotics Software in Bid for Long-Term Growth
Meta Platforms ($META) is taking its next big step in technology by moving into humanoid robots. The company is not looking to lead on hardware design. Instead, Met…
The Economic Singularity And The Five As
Five common misapprehensions about the Economic Singularity, when there are no jobs for humans.: Automation, Aims, Awesome, Abundance, Avalanche
Is AI making companies hire fewer workers? Boston firms say yes, but it’s complicated.
Big companies are finally talking more specifically about the impact of artificial intelligence on their workforces.
‘There’s so much pressure to be the company that went from zero to $100 million in X days’: Inside the sketchy world of ARR and inflated AI startup accounting
Annual recurring revenue is the metric VCs and founders love to tout. But skeptics think these overblown numbers are helping fuel a bubble.
Goldman’s tech boss discusses the future of AI on Wall Street — and how it will reshape careers
Goldman Sachs’ chief information officer, Marco Argenti, discusses his vision for AI and its impact on his 12,000-person engineering team.
China’s $37 billion Wuhu mega-cluster is taking rice fields and turning them into blazing data centers for urban AI growth
Idle inland data centers reveal flaws in China’s earlier expansion strategy
Google’s Robots Can Now Think, Search the Web and Teach Themselves New Tricks
DeepMind’s updated Gemini Robotics models mark a shift from single-task machines to robots that plan multi-step missions.
Data Startup Fivetran In Talks to Buy Dbt Labs in Multibillion Dollar Deal
Fivetran, a startup used by companies to manage and prepare data for analytics and artificial intelligence, is in talks to buy data management companydbt Labs, according to people with direct...
Have We Reached Peak AI Bubble?
NVIDIA has announced a $100 billion investment in OpenAI to build out data centers that use its chips.
How Huawei and DeepSeek are helping China break reliance on US chips
Amid growing AI rivalry with the US, the two companies are leading China’s drive to shake off the nation’s dependence on Nvidia processors.
China aims to leapfrog the US in robotics. Its latest tactic: robot boot camps
The training bases will speed up the development of new robots by putting them through their paces in a range of settings.
America Cannot Lose the Robotics Race
China has rapidly surpassed global competitors in robotics, building a complete supply chain and innovation ecosystem that positions it as the emerging superpower in physical AI. Without urgent regulatory reform...