Privacy

Car Subscription Features Raise Your Risk of Government Surveillance, Police Records Show (wired.com) 71

An anonymous reader quotes a report from Wired: Automakers are increasingly pushing consumers to accept monthly and annual fees to unlock preinstalled safety and performance features, from hands-free driving systems and heated seats to cameras that can automatically record accident situations. But the additional levels of internet connectivity this subscription model requires can increase drivers' exposure to government surveillance and the likelihood of being caught up in police investigations. A cache of more than two dozen police records recently reviewed by WIRED show US law enforcement agencies regularly trained on how to take advantage of "connected cars," with subscription-based features drastically increasing the amount of data that can be accessed during investigations. The records make clear that law enforcement's knowledge of the surveillance far exceeds that of the public and reveal how corporate policies and technologies -- not the law -- determine driver privacy.

"Each manufacturer has their whole protocol on how the operating system in the vehicle utilizes telematics, mobile Wi-Fi, et cetera," one law enforcement officer noted in a presentation prepared by the California State Highway Patrol (CHP) and reviewed by WIRED. The presentation, while undated, contains statistics on connected cars for the year 2024. "If the vehicle has an active subscription," they add, "it does create more data." The CHP presentation, obtained by government transparency nonprofit Property of the People via a public records request, trains police on how to acquire data based on a variety of hypothetical scenarios, each describing how vehicle data can be acquired based on the year, make, and model of a vehicle. The presentation acknowledges that access to data can ultimately be limited due to choices made by not only vehicle manufacturers but the internet service providers on which connected devices rely.

One document notes, for instance, that when a General Motors vehicle is equipped with an active OnStar subscription, it will transmit data -- revealing its location -- roughly twice as often as a Ford vehicle. Different ISPs appear to have not only different capabilities but policies when it comes to responding to government requests for information. Police may be able to rely on AT&T to help identify certain vehicles based on connected devices active in the car but lack the ability to do so when the device relies on a T-Mobile or Verizon network instead. [...] Nearly all subscription-based car features rely on devices that come preinstalled in a vehicle, with a cellular connection necessary only to enable the automaker's recurring-revenue scheme. The ability of car companies to charge users to activate some features is effectively the only reason the car's systems need to communicate with cell towers. The police documents note that companies often hook customers into adopting the services through free trial offers, and in some cases the devices are communicating with cell towers even when users decline to subscribe.

IBM

IBM Pledges $150 Billion US Investment (reuters.com) 42

IBM announced plans to invest $150 billion in the United States over the next five years, with more than $30 billion earmarked specifically for research and development of mainframes and quantum computing technology. The investment follows similar commitments from tech giants including Apple and Nvidia -- each pledging approximately $500 billion -- in the wake of President Trump's election and tariff threats.

"We have been focused on American jobs and manufacturing since our founding 114 years ago," said IBM CEO Arvind Krishna in a statement. The company currently manufactures its mainframe systems in upstate New York and plans to continue designing and assembling quantum computers domestically. The announcement comes amid challenging circumstances for IBM, which recently saw 15 government contracts shelved under the Trump administration's cost-cutting initiatives.

Further reading: IBM US Cuts May Run Deeper Than Feared - and the Jobs Are Heading To India;
IBM Now Has More Employees In India Than In the US (2017).
United States

California Becomes the World's Fourth-Largest Economy, Overtaking Japan (cnn.com) 171

"Only the United States, China and Germany have larger economies than California," reports CNN.

In fact, they add that California "outpaced all three countries with growth of 6% last year," according to the California governor's office (which cites new data from the International Monetary Fund and the U.S. Bureau of Economic Analysis): In 2024, California's growth rate of 6% outpaced the top three economies: U.S. (5.3%), China (2.6%) and Germany (2.9%)...

With an increasing state population and recent record-high tourism spending, California is the nation's top state for new business starts, access to venture capital funding, and manufacturing, high-tech, and agriculture. The state drives national economic growth and also sends over $83 billion more to the federal government than it receives in federal funding. California is the leading agricultural producer in the country and is also the center for manufacturing output in the United States, with over 36,000 manufacturing firms employing over 1.1 million Californians.

The data shows that last year California accounted for 14% of America's GDP, CNN points out, "driven by Silicon Valley and its real estate and finance sectors."
Google

What Happens When You Pay People Not to Use Google Search? (yahoo.com) 51

"A group of researchers says it has identified a hidden reason we use Google for nearly all web searches," reports the Washington Post. "We've never given other options a real shot." Their research experiment suggests that Google is overwhelmingly popular partly because we believe it's the best, whether that's true or not. It's like a preference for your favorite soda. And their research suggested that our mass devotion to googling can be altered with habit-changing techniques, including by bribing people to try search alternatives to see what they are like...

[A] group of academics — from Stanford University, the University of Pennsylvania and MIT — designed a novel experiment to try to figure out what might shake up Google's popularity. They recruited nearly 2,500 participants and remotely monitored their web searches on computers for months. The core of the experiment was paying some participants — most received $10 — to use Bing rather than Google for two weeks. After that period, the money stopped, and the participants had to pick either Bing or Google. The vast majority in the group of people who were paid to use Bing for 14 days chose to go back to Google once the payments stopped, suggesting a strong preference for Google even after trying an alternative. But a healthy number in that group — about 22 percent — chose Bing and were still using it many weeks later.

"I realized Bing was not as bad as I thought it was...." one study participant said — which an assistant professor in business economics and public policy at the University of Pennsylvania says is a nice summation of the study's findings.

"The researchers did not test other search engines," the article notes. But it also points out that more importantly: the research caught the attention of some government officials: Colorado Attorney General Phil Weiser (D), who is leading the group of states that sued Google alongside the Justice Department, said the research helped inspire a demand by the states to fix Google's search monopoly. They asked a judge to require Google to bankroll a consumer information campaign about web search alternatives, including "short-term incentive payments."
On the basis of that, the article suggests "you could soon be paid to try Microsoft Bing or another alternative."

And in the meantime, the reporter writes, "I encourage you to join me in a two-week (unpaid) experiment mirroring the research: Change your standard search engine to something other than Google and see whether you like it. (And drop me a line to let me know how it went.) I'm going with DuckDuckGo, a privacy-focused web search engine that uses Bing's technology."
Censorship

Government Censorship Comes To Bluesky (techcrunch.com) 30

An anonymous reader quotes a report from TechCrunch: Government censorship has found its way to Bluesky, but there's currently a loophole thanks to how the social network is structured. Earlier this month, Bluesky restricted access to 72 accounts in Turkey at the request of Turkish governmental authorities, according to a recent report by the Freedom of Expression Association. As a result, people in Turkey can no longer see these accounts, and their reach is limited. The report indicates that 59 Bluesky accounts were blocked on the grounds of protecting "national security and public order." Bluesky also made another 13 accounts and at least one post invisible from Turkey.

Given that many Turkish users migrated from X to Bluesky in the hopes of fleeing government censorship, Bluesky's bowing to the Turkish government's demands has raised questions among the community as to whether the social network is as open and decentralized as it claims to be. (Or whether it's "just like Twitter" after all.) However, Bluesky's technical underpinnings currently make bypassing these blocks easier than it would be on a network like X -- even if it's not quite as open as the alternative social network Mastodon, another decentralized X rival.

A Mastodon user could move their account around to different servers to avoid censorship targeted at the original Mastodon instance (server) where they first made posts that attracted the censors. Users on the official Bluesky app can configure their moderation settings but have no way to opt out of the moderation service Bluesky provides. This includes its use of geographic labelers, like the newly added Turkish moderation labeler that handles the censorship of accounts mandated by the Turkish government. (Laurens Hof has a great breakdown of how this all works in more technical detail here on The Fediverse Report.) Simply put, if you're on the official Bluesky app and Bluesky (the company) agrees to censor something in your region, there's no way to opt out of this to see the hidden posts or accounts. Other third-party Bluesky apps, which make up the larger open social web known as the Atmosphere, don't have to follow these same rules. At least, not for now.

Democrats

How Democrats and Republicans Cite Science (nature.com) 211

An anonymous reader shares a Nature story: The United States is known for the deep polarization between its two major political parties -- the right-wing Republicans and left-wing Democrats. Now an analysis of hundreds of thousands of policy documents reveals striking differences in partisan policymakers' use of the scientific literature, with Democratic-led congressional committees and left-wing think tanks more likely to cite research papers than their right-wing counterparts. The analysis also shows that Democrats and left-leaning think tanks are more likely to cite high-impact research, and that the two political sides rarely cite the same studies or even the same topics.

"There are striking differences in amount, content and character of the science cited by partisan policymakers," says Alexander Furnas, a political scientist at Northwestern University in Evanston, Illinois, and a co-author of the analysis, published in Science on 24 April. The researchers used the government-policy database Overton to assemble around 50,000 policy documents produced by US congressional committees in 1995-2021 and around 200,000 reports from 121 ideologically driven US think tanks over a similar period. These documents contained 424,000 scientific references.

A statistical analysis revealed that congressional reports are now more likely to cite science papers than before. But, in each two-year congressional cycle, documents from committees under Democratic control had a higher probability of citing research papers, and the gap between the two parties has increased. Overall, documents from Democratic-controlled committees were nearly 1.8 times more likely to cite science than were reports from Republican-led ones. The differences were starkest for reports produced by partisan think tanks, which the researchers say are "key resources for partisan policymakers." Left-leaning think tanks were 5 times more likely to cite science than right-leaning ones. And there was little overlap between the science referenced by the two sides: just 5-6% of studies were cited by both groups.

Earth

India's Delhi Plans To Curb Gasoline Car Sales, Ban Gas-Guzzling Bikes To Shed Polluter Tag (reuters.com) 32

India's capital New Delhi plans to limit gasoline and diesel-powered cars a family can buy as well as ban sales of fuel-guzzling motorbikes and scooters, according to a draft policy aimed at cleaning up one of the world's most polluted cities. From a report: The measures represent one of the most drastic steps the city has lined up to tackle pollution, which often forces local authorities to ban some construction, shut schools and disrupt flights in the city of more than 30 million people during the winter season.

Under Delhi's new electric vehicle policy, the city government will also waive some local taxes on the purchase of hybrids, putting them on par with concessions given to EVs, while imposing a new levy of 0.5 rupees ($0.0059) on every litre of petrol sales, according to the 74-page draft seen by Reuters. The primary objective "is to unlock the next phase of EV adoption, reduce air pollution and contribute to India's energy independence and net-zero targets," the draft stated.

Programming

AI Tackles Aging COBOL Systems as Legacy Code Expertise Dwindles 76

US government agencies and Fortune 500 companies are turning to AI to modernize mission-critical systems built on COBOL, a programming language dating back to the late 1950s. The US Social Security Administration plans a three-year, $1 billion AI-assisted upgrade of its legacy COBOL codebase [alternative source], according to Bloomberg.

Treasury Secretary Scott Bessent has repeatedly stressed the need to overhaul government systems running on COBOL. As experienced programmers retire, organizations face growing challenges maintaining these systems that power everything from banking applications to pension disbursements. Engineers now use tools like ChatGPT and IBM's watsonX to interpret COBOL code, create documentation, and translate it to modern languages.
Earth

Even the US Government Says AI Requires Massive Amounts of Water (404media.co) 40

A Government Accountability Office report released this week reveals generative AI systems consume staggering amounts of water, with 250 million daily queries requiring over 1.1 million gallons -- all while companies provide minimal transparency about resource usage. The 47-page analysis [PDF] found cooling data centers -- which demand between 100-1000 megawatts of power -- constitutes 40% of their energy consumption, a figure expected to rise as global temperatures increase.

Water usage varies dramatically by location, with geography significantly affecting both water requirements and carbon emissions. Meta's Llama 3.1 405B model has generated 8,930 metric tons of carbon, compared to Google's Gemma2 at 1,247.61 metric tons and OpenAI's GPT3 at 552 metric tons. The report confirms generative AI searches cost approximately ten times more than standard keyword searches. The GAO asserted about persistent transparency problems across the industry, noting these systems remain "black boxes" even to their designers.
Earth

More Than 80% of the World's Reefs Hit By Bleaching After Worst Global Event On Record (theguardian.com) 58

The world's coral reefs have been pushed into "uncharted territory" by the worst global bleaching event on record that has now hit more than 80% of the planet's reefs, scientists have warned. From a report: Reefs in at least 82 countries and territories have been exposed to enough heat to turn corals white since the global event started in January 2023, the latest data from the US government's Coral Reef Watch shows.

Coral reefs are known as the rainforests of the sea because of their high concentration of biodiversity that supports about a third of all marine species and a billion people. But record high ocean temperatures have spread like an underwater wildfire over corals across the Pacific, Atlantic and Indian oceans, damaging and killing countless corals.

Communications

Amazon's Starlink Rival Struggles To Ramp Up Satellite Production (bloomberg.com) 43

Amazon's internet-from-space venture is struggling to ramp up production, jeopardizing its ability to meet a government deadline to have more than 1,600 satellites in orbit by next summer. From a report: Project Kuiper has completed just a few dozen satellites so far, more than a year into its manufacturing program, according to three people familiar with the situation. The slow pace, combined with rocket launch delays, means the company will probably have to seek an extension from the Federal Communications Commission, said the people, who requested anonymity to discuss confidential matters.

The agency, which has oversight of transmissions from space, expects the company to have half its planned constellation of 3,236 satellites operating by the end of July 2026. To meet that requirement, Amazon would have to at least quadruple the current rate of production, which has yet to consistently reach one satellite a day, two of the people said.

Crime

UN Says Asian Scam Call Center Epidemic Expanding Globally Amid Political Heat (theregister.com) 52

The UN warns that scam call centers, once concentrated in Southeast Asia, are rapidly expanding worldwide like a "cancer" as organized crime groups exploit weak governance in regions like Africa, South America, the Pacific Islands, and parts of Europe. The Register reports: Previous UN reports flagged growing activity in regions like South America and the Middle East. The latest update expands that scope, citing overseas crackdowns and evidence of scam operations tied to Southeast Asian crime syndicates in Africa, South Asia, select Pacific islands, and links to related criminal services -- such as laundering and recruitment -- as far as Europe, North America, and beyond. These spillover sites, as the UN calls them, allow Asian OCGs to expand their pool of victims by hiring/trafficking locals with different language skills and "dramatically scale up profits," according to the UN's latest report [PDF].

"We are seeing a global expansion of East and Southeast Asian organized crime groups," said Benedikt Hofmann, acting regional representative for Southeast Asia and the Pacific at the UN's Office on Drugs and Crime (UNODC). "This reflects both a natural expansion as the industry grows and seeks new ways and places to do business, but also a hedging strategy against future risks should disruption continue and intensify in the region." Previously, the hotspots for this type of activity have been in places like Myanmar, Cambodia, the Philippines, and Laos since 2021 when the UN and Interpol started tracking the phenomenon.

"It spreads like a cancer," Hofmann added. "Authorities treat it in one area, but the roots never disappear; they simply migrate. This has resulted in a situation in which the region has essentially become an interconnected ecosystem, driven by sophisticated syndicates freely exploiting vulnerabilities, jeopardizing state sovereignty, and distorting and corrupting policy-making processes and other government systems and institutions." The UN said these scam gangs typically relocate to jurisdictions with weak governance, allowing them to expand operations -- and rake in between $27.4 and $36.5 billion annually, according to estimates based on labour force size and average haul per scammer.

Chrome

OpenAI Would Buy Google's Chrome, Exec Testifies At Trial (reuters.com) 60

At Google's antitrust trial, OpenAI's head of product revealed the company would consider buying Chrome if regulators force Alphabet to sell it, arguing such a move could help improve ChatGPT's search capabilities. Reuters reports: ChatGPT head of product Nick Turley made the statement while testifying at trial in Washington where U.S. Department of Justice seeks to require Google to undertake far-reaching measures restore competition in online search. The judge overseeing the trial found last year that Google has a monopoly in online search and related advertising. Google has not offered Chrome for sale. The company plans to appeal the ruling that it holds a monopoly.

Turley wrote last year that ChatGPT was leading in the consumer chatbot market and did not see Google as its biggest competitor, according to an internal OpenAI document Google's lawyer showed at trial. He testified that the document was meant to inspire OpenAI employees and that the company would still benefit from distribution partnerships. Turley, a witness for the government, testified earlier in the day that Google shot down a bid by OpenAI to use its search technology within ChatGPT. OpenAI had reached out to Google after experiencing issues with its own search provider, Turley said, without naming the provider. ChatGPT uses technology from Microsoft's search engine, Bing. "We believe having multiple partners, and in particular Google's API, would enable us to provide a better product to users," OpenAI told Google, according to an email shown at trial.

OpenAI first reached out in July, and Google declined the request in August, saying it would involve too many competitors, according to the email. "We have no partnership with Google today," Turley said. The DOJ's proposal to make Google share search data with competitors as one means of restoring competition would help accelerate efforts to improve ChatGPT, Turley said. Search is a critical part of ChatGPT to provide answers to user queries that are up to date and factual, Turley said. ChatGPT is years away from its goal of being able to use its own search technology to answer 80% of queries, he added.

Facebook

At Trial, Instagram Co-founder Says Zuckerberg Withheld Resources Over 'Threat' Fears (nytimes.com) 20

An anonymous reader shares a report: Kevin Systrom, the co-founder of Instagram, testified on Tuesday in a landmark federal antitrust trial that he left Meta in 2018 because his company was denied resources. The government has argued that Meta purchased Instagram in 2012 as part of a "buy-or-bury strategy" to illegally cement its social media monopoly by killing off its rivals. Last week, current and former Meta executives testified that the social media giant, formerly known as Facebook, used its deep pockets to invest in Instagram after its purchase.

In testimony at the U.S. District Court of the District of Columbia, Mr. Systrom painted a different picture, saying he left Meta because Mark Zuckerberg, the chief executive, wasn't investing enough. At that time, Instagram had grown to 1 billion users, about 40 percent of Facebook's size, yet the photo-sharing app had only 1,000 employees compared to 35,000 employees at Facebook, he said. "We were by far the fastest growing team. We produced the most revenue and relative to what we should have been at the time, I felt like we should have been much larger," said Mr. Systrom, who is expected to testify for six hours.

Mr. Systrom said he found the decisions baffling. When asked by an F.T.C. lawyer why Mr. Zuckerberg might have decided to give Instagram fewer resources, Mr. Systrom said it was a consistent pattern during his tenure at Meta. "Mark was not investing in Instagram because he believed we were a threat to their growth," he said, referring to Mr. Zuckerberg's prioritization of Facebook.

Google

Google Says DOJ Breakup Would Harm US In 'Global Race With China' (cnbc.com) 55

Google has argued in court that the U.S. Department of Justice's proposal to break up its Chrome and Android businesses would weaken national security and harm the country's position in the global AI race, particularly against China. CNBC reports: The remedies trial in Washington, D.C., follows a judge's ruling in August that Google has held a monopoly in its core market of internet search, the most-significant antitrust ruling in the tech industry since the case against Microsoft more than 20 years ago. The Justice Department has called for Google to divest its Chrome browser unit and open its search data to rivals.

Google said in a blog post on Monday that such a move is not in the best interest of the country as the global battle for supremacy in artificial intelligence rapidly intensifies. In the first paragraph of the post, Google named China's DeepSeek as an emerging AI competitor. The DOJ's proposal would "hamstring how we develop AI, and have a government-appointed committee regulate the design and development of our products," Lee-Anne Mulholland, Google's vice president of regulatory affairs, wrote in the post. "That would hold back American innovation at a critical juncture. We're in a fiercely competitive global race with China for the next generation of technology leadership, and Google is at the forefront of American companies making scientific and technological breakthroughs."

Google

Google Faces Off With US Government in Attempt To Break Up Company in Search Monopoly Case (apnews.com) 47

Google is confronting an existential threat as the U.S. government tries to break up the company as punishment for turning its revolutionary search engine into an illegal monopoly. From a report: The drama began to unfold Monday in a Washington courtroom as three weeks of hearings kicked off to determine how the company should be penalized for operating a monopoly in search. In its opening arguments, federal antitrust enforcers also urged the court to impose forward-looking remedies to prevent Google from using artificial intelligence to further its dominance. "This is a moment in time, we're at an inflection point, will we abandon the search market and surrender them to control of the monopolists or will we let competition prevail and give choice to future generations," said Justice Department attorney David Dahlquist.

The proceedings, known in legal parlance as a "remedy hearing," are set to feature a parade of witnesses that includes Google CEO Sundar Pichai. The U.S. Department of Justice is asking a federal judge to order a radical shake-up that would ban Google from striking the multibillion dollar deals with Apple and other tech companies that shield its search engine from competition, share its repository of valuable user data with rivals and force a sale of its popular Chrome browser. Google's attorney, John Schmidtlein, said in his opening statement that the court should take a much lighter touch. He said the government's heavy-handed proposed remedies wouldn't boost competition but instead unfairly reward lesser rivals with inferior technology. "Google won its place in the market fair and square," Schmidtlein said.

United States

The FBI Can't Find 'Missing' Records of Its Hacking Tools (404media.co) 53

The FBI says it is unable to find records related to its purchase of a series of hacking tools, despite spending hundreds of thousands of dollars on them and those purchases initially being included in a public U.S. government procurement database before being quietly scrubbed from the internet. From a report: The news highlights the secrecy the FBI maintains around its use of hacking tools. The agency has previously used classified technology in ordinary criminal investigations, pushed back against demands to provide details of hacking operations to defendants, and purchased technology from surveillance vendors.

"Potentially responsive records were identified during the search," a response to a Freedom of Information Act (FOIA) request I sent about a specific hacking tool contract says. "However, we were advised that they were not in their expected locations. An additional search for the missing records also met with unsuccessful results. Since we were unable to review the records, we were unable to determine if they were responsive to your request." In other words, the FBI says it identified related records, then couldn't actually find them when it went looking.

Books

Should the Government Have Regulated the Early Internet - or Our Future AI? (hedgehogreview.com) 45

In February tech journalist Nicholas Carr published Superbloom: How Technologies of Connection Tear Us Apart.

A University of Virginia academic journal says the book "appraises the past and present" of information technology while issuing "a warning about its future." And specifically Carr argues that the government ignored historic precedents by not regulating the early internet sometime in the 1990s. But as he goes on to remind us, the early 1990s were also when the triumphalism of America's Cold War victory, combined with the utopianism of Silicon Valley, convinced a generation of decision-makers that "an unfettered market seemed the best guarantor of growth and prosperity" and "defending the public interest now meant little more than expanding consumer choice." So rather than try to anticipate the dangers and excesses of commercialized digital media, Congress gave it free rein in the Telecommunications Act of 1996, which, as Carr explains,

"...erased the legal and ethical distinction between interpersonal communication and broadcast communications that had governed media in the twentieth century. When Google introduced its Gmail service in 2004, it announced, with an almost imperial air of entitlement, that it would scan the contents of all messages and use the resulting data for any purpose it wanted. Our new mailman would read all our mail."

As for the social-media platforms, Section 230 of the Act shields them from liability for all but the most egregiously illegal content posted by users, while explicitly encouraging them to censor any user-generated content they deem offensive, "whether or not such material is constitutionally protected" (emphasis added). Needless to say, this bizarre abdication of responsibility has led to countless problems, including what one observer calls a "sociopathic rendition of human sociability." For Carr, this is old news, but he warns us once again that the compulsion "to inscribe ourselves moment by moment on the screen, to reimagine ourselves as streams of text and image...[fosters] a strange, needy sort of solipsism. We socialize more than ever, but we're also at a further remove from those we interact with."

Carr's book suggests "frictional design" to slow posting (and reposting) on social media might "encourage civil behavior" — but then decides it's too little, too late, because our current frictionless efficiency "has burrowed its way too deeply into society and the social mind."

Based on all of this, the article's author looks ahead to the next revolution — AI — and concludes "I do not think it wise to wait until these kindly bots are in place before deciding how effective they are. Better to roll them off the nearest cliff today..."
Space

Space Investor Sees Opportunities in Defense-Related Startups and AI-Driven Systems (yahoo.com) 12

Chad Anderson is the founder/managing partner of the early-stage VC Space Capital (and an investor in SpaceX, along with dozens of other space companies). Space Capital produces quarterly reports on the space economy, and he says today, unlike 2021, "the froth is gone. But so is the hype. What's left is a more grounded — and investable — space economy."

On Yahoo Finance he shares several of the report's insights — including the emergence of "investable opportunities across defense-oriented startups in space domain awareness, AI-driven command systems, and hardened infrastructure." The same geopolitical instability that's undermining public markets is driving national urgency around space resilience. China's simulated space "dogfights" prompted the US Department of Defense to double down on orbital supremacy, with the proposed "Golden Dome" missile shield potentially unleashing a new wave of federal spending...

Defense tech is on fire, but commercial location-based services and logistics are freezing over. Companies like Shield AI and Saronic raised monster rounds, while others are relying on bridge financings to stay afloat...

Q1 also saw a breakout quarter for geospatial artificial intelligence (GeoAI). Software developer Niantic launched a spatial computing platform. SkyWatch partnered with GIS software supplier Esri. Planet Labs collaborated with Anthropic. And Xona Space Systems inked a deal with Trimble to boost precision GPS. This is the next leg of the space economy, where massive volumes of satellite data is finally made useful through machine learning, semantic indexing, and real-time analytics.

Distribution-layer companies are doing more with less. They remain underfunded relative to infrastructure and applications but are quietly powering the most critical systems, such as resilient communications, battlefield networks, and edge-based geospatial analysis. Don't let the low round count fool you; innovation here is quietly outpacing capital.

The article includes several predictions, insights, and possible trends (going beyond the fact that defense spending "will carry the sector...")
  • "AI's integration into space (across geospatial intelligence, satellite communications, and sensor fusion) is not a novelty. It's a competitive necessity."
  • "Focusing solely on rockets and orbital assets misses where much of the innovation and disruption is occurring: the software-defined layers that sit atop the physical backbone..."
  • "For years, SpaceX faced little serious competition, but that's starting to change." [He cites Blue Origin's progress toward approval for launching U.S. military satellites, and how Rocket Lab and Stoke Space "have also joined the competition for lucrative government launch contracts." Even Relativity Space may make a comeback, with former GOogle CEO Eric Schmidt acquiring a controlling stake.]
  • "An infrastructure reset is coming. The imminent ramp-up of SpaceX's Starship could collapse the cost structure for the infrastructure layer. When that happens, legacy providers with fixed-cost-heavy business models will be at risk. Conversely, capital-light innovators in station design, logistics, and in-orbit servicing could suddenly be massively undervalued."

Earth

Airbus Promised a 'Green' Hydrogen Aircraft. That Bet Is Now Unraveling (msn.com) 74

An anonymous reader shared this report from the Wall Street Journal: Five years ago, Airbus made a bold bet: The plane maker would launch a zero-emissions, hydrogen-powered aircraft within 15 years that, if successful, would mark the biggest revolution in aviation technology since the jet engine. Now, Airbus is pulling the brakes. The company has cut the project's budget by a quarter, reallocated staff and sent remaining engineers back to the drawing board, delaying its plans by as much as a decade...

Airbus has spent more than $1.7 billion on the project, according to people familiar with the matter, but over the past year concluded that technical challenges and a slow uptake of hydrogen in the wider economy meant the jet wouldn't be ready by 2035... Airbus says the past five years of work and money haven't been wasted. The company has established that hydrogen is technically feasible and delaying the project will give it more time to fine-tune the technology, executives said...

Airbus shifted focus to hydrogen-fuel cells, which use a chemical reaction to generate energy for an electric motor. It would produce only water vapor, but would require a more radical redesign of the airframe and propulsion system. The plane would carry only 100 passengers about 1,000 nautical miles. Over time, even that proved challenging because of the extra weight of the fuel cells and their limited electricity generation. Instead of a short-haul narrow-body — the workhorse of the aviation industry — at best the aircraft would be more akin to a less appealing regional turboprop.

Airbus received a multi-billion Covid-era support package from the French government that "required Airbus to spend a portion of the money on bringing green aircraft to market by the 2030s," according to the article.

"The hydrogen project helped Airbus access additional government funding, as well as private green financing... Airbus ultimately assigned the project an annual budget of about €400 million, primarily funded through its own coffers, according to people familiar with its financing arrangements."

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