Tech
Can Investors Trust AI Sales Figures? Asks Wall Street Journal Opinion Piece
A Wall Street Journal opinion piece warns of “a troubling trend” in AI’s growth. “Rather than selling software, some AI companies are paying their partners to use it.”
It cites OpenAI’s $1.5 billion joint venture with private-equity firms, Anthropic’s $200 million contribution to a private-equity firm joint venture, and Google’s $750 million subsidization of Gemini’s adoption by consulting firms. “These agreements muddy the distinction between a company’s sound growth trajectory and artificial financial engineering.”
[T]he scale and structure of the recent AI deals go beyond standard incentive mechanisms… When a seller pays customers to buy its products, it is unclear if its revenue growth reflects vibrant demand or a willingness to accept subsidies.
Slashdot reader destinyland writes:
This warning comes from a prominent figure in the investing community. For six years Robert Pozen was chairman of America’s oldest mutual fund company, after five years at Fidelity. An advocate for corporate governance, he’s currently a lecturer at MIT’s business school (and the author of the book Remote Inc.: How to Thrive at Work…Wherever You Are). “As AI companies prepare initial public offerings, investors should scrutinize their numbers closely,” Pozner writes, warning about “time-limited financial support”.
“In evaluating AI sales figures, analysts should consider the distorted incentives that the recent financing deals create,” writes Pozner:
Private-equity firms, enticed by promised returns, might demand rapid rollouts of AI products, rather than ensuring their orderly and safe development. Portfolio companies of private-equity firms may embrace AI tools not because they are needed but because adoption is mandated by their owners. Consultants may favor one set of AI models based on the subsidy instead of the merits.
If guarantees and subsidies are major factors in the rapid adoption of AI tools, investors should be skeptical of AI companies’ revenue projections. Many of their customers enticed by consultants will stop paying full price when the financial incentives are gone. Many of the portfolio companies of private-equity firms could back away from selected AI tools once these joint ventures expire. The challenge with evaluating these AI financing deals is the lack of transparency. At present, AI vendors don’t separate revenue driven by subsidies or joint ventures from standard sales.
The lesson from the telecom debacle is that financial engineering can obscure, for years, the difference between real customer demand and demand driven by incentives. When AI companies begin to finance their own product distribution, guaranteeing returns to investors and subsidizing sales, it’s a signal for investors to dig deeper.
Investing in an AI company? Ask what percentage of enterprise revenue is coming from subsidized channels or joint ventures, Pozner suggests. And the renewal/retention rate for customers not supported by subsidies or joint ventures…
Tech
Today’s NYT Connections Hints, Answers for May 4 #1058
Looking for the most recent Connections answers? Click here for today’s Connections hints, as well as our daily answers and hints for The New York Times Mini Crossword, Wordle, Connections: Sports Edition and Strands puzzles.
Today’s NYT Connections puzzle is a tricky one. The purple group requires you to do some mental twisting of letters when you look at the words. Read on for clues and today’s Connections answers.
The Times has a Connections Bot, like the one for Wordle. Go there after you play to receive a numeric score and to have the program analyze your answers. Players who are registered with the Times Games section can now nerd out by following their progress, including the number of puzzles completed, win rate, number of times they nabbed a perfect score and their win streak.
Read more: Hints, Tips and Strategies to Help You Win at NYT Connections Every Time
Hints for today’s Connections groups
Here are four hints for the groupings in today’s Connections puzzle, ranked from the easiest yellow group to the tough (and sometimes bizarre) purple group.
Yellow group hint: Way past done.
Green group hint: Rock out.
Blue group hint: Trendy tea.
Purple group hint: Space jam.
Answers for today’s Connections groups
Yellow group: Qualities of overcooked meat.
Green group: Play some electric guitar.
Blue group: Ingredients in bubble tea.
Purple group: Planets/dwarf planet with first letter changed.
Read more: Wordle Cheat Sheet: Here Are the Most Popular Letters Used in English Words
What are today’s Connections answers?
The completed NYT Connections puzzle for May 4, 2026.
The yellow words in today’s Connections
The theme is qualities of overcooked meat. The four answers are chewy, dry, stringy and tough.
The green words in today’s Connections
The theme is play some electric guitar. The four answers are jam, noodle, shred and solo.
The blue words in today’s Connections
The theme is ingredients in bubble tea. The four answers are boba, milk, sugar and tea.
The purple words in today’s Connections
The theme is planets/dwarf planet with first letter changed. The four answers are Bluto (Pluto), cars (Mars), Darth (Earth) and genus (Venus).
Toughest Connections puzzles
We’ve made a note of some of the toughest Connections puzzles so far. Maybe they’ll help you see patterns in future puzzles.
#5: Included “things you can set,” such as mood, record, table and volleyball.
#4: Included “one in a dozen,” such as egg, juror, month and rose.
#3: Included “streets on screen,” such as Elm, Fear, Jump and Sesame.
#2: Included “power ___” such as nap, plant, Ranger and trip.
#1: Included “things that can run,” such as candidate, faucet, mascara and nose.
Tech
Amazon Opens Up Its Logistics Networks To Any Business
After reducing its dependency on the US Postal Service and other carriers, Amazon is opening up its own logistics and delivery services to other businesses. “Today, Amazon is announcing Amazon Supply Chain Services (ASCS), opening its full portfolio of freight, distribution, fulfillment, and parcel shipping capabilities to businesses of all types and sizes, not only Amazon sellers,” the company wrote in a press release.
Amazon is launching the new service with a few major businesses including Procter & Gamble, 3M, Lands’ End and American Eagle Outfitters Inc. For 3M and P&G, Amazon’s freight services will ship products from manufacturing sites to distribution networks, and fulfill orders directly to customers for Lands’ End and American Eagle.
Much like Amazon Web Services (AWS), Amazon built its logistics service for internal use but now plans to sell it to other companies across industries including healthcare, automotive, manufacturing and retail. Amazon noted that its supply chain was never just a function but a “differentiator” to its core shopping experience, “the reason we could offer fast, dependable delivery that nobody else could.”
Amazon’s supply chain is comprehensive with warehouses, planes, trucks and delivery vehicles around the world. It has become America’s largest parcel carrier by volume, according to ShipMatrix. In addition, the retail giant has been selling its fulfillment services to companies that list goods on its retail marketplace for over 20 years. That has made it the world’s largest third-party logistics company, so expanding that service to other businesses shouldn’t be a big stretch.
The move will, of course, pit Amazon against many of its key logistics suppliers including the USPS, DHL Group and others. Third-party logistics services are a huge part of the global economy estimated at more than $1.3 trillion representing “a very large opportunity,” Amazon’s ASCS VP Peter Larsen told The Wall Street Journal. Given Amazon’s scale, the new service could disrupt the entire industry, including the US Postal Service that’s already on very shaky financial ground.
Tech
5 Expensive Makita Tools Users Say Are Worth Buying
We may receive a commission on purchases made from links.
Whether you’re a seasoned worksite professional or someone who revels in DIY projects at home, you’re hardly hurting to find the power tools needed for one job or another in retail environments. In fact, there are dozens of notable power tool brands available on the consumer market these days, many of which produce high quality tools at budget friendly prices.
Even the power tools bearing the brand of major manufacturers can vary dramatically in terms of price, function and overall quality. To that end, if you’re on the hunt for pro grade tools, odds are you’ve at least considered some options from Japanese tool maker Makita, which many compare favorably to more well-known options like Milwaukee and DeWalt.
If you’re shopping for tools manufactured by any one of those brands, you’ve likely noticed that they often cost more than some competitors, and depending on the device, the sticker price could seem prohibitive. That’s particularly true with many tools branded with the Makita logo, and even as a case could be made that you typically pay a premium for quality in the power tool arena, high prices tend to not only induce sticker shock, but leave some users unsatisfied after the fact. On the other hand, some pricier Makita tools are known to deliver the goods and then some on the job. Here’s a few expensive Makita power tools that most users think are well worth the price.
LXT Rear Handle 7 1/4 in. Circular Saw – $259
If you are considering purchasing a pricey Makita power tool, there are several factors you’ll need to consider before doing so. However, if you’re at all familiar with the brand, you likely know that it is particularly well regarded for its saws and cutting tools. As such, it should hardly come as a shock that a pair of pricey, but well-regarded Makita saws turned up in our research for this list. The first is the brand’s 18V X2 LXT Rear Handle 7 1/4-inch Circular Saw, which Home Depot typically sells for $259.
While this is the lowest-priced item on this list, $259 is still a hefty chunk of change for most people. As for the saw itself, it’s fitted with a cooler-running, electronically controlled brushless motor with tech that bolsters its cross-cutting abilities. It also boasts a lightweight, ergonomic design for ease of use, and according to the device’s 4.8-star rating from Home Depot customers, it’s as solid a circular saw as you can buy in a retail environment.
That rating is based on more than 185 reviews, so we can assume it’s pretty legit. The bulk of those reviews praise the saw for its cutting power, reliability, and versatility, as well as its quiet operation and ease of use. They also appreciate the ability to double up on the battery for extended usage times. While a few noted durability issues and poor battery performance, this still looks like a sound investment for those in need, and the folks at Pro Tool Reviews clearly agree.
LXT High Torque 1/2 in. Square Drive Impact Wrench – $339
While saws are a bread-and-butter sort of device for the Makita, the independently owned tool company offers a complete range of devices that are just as revered by worksite pros and DIYers. That list includes Makita’s 18V LXT High Torque 1/2 in. Square Drive Impact Wrench, though that particular tool will set you back a cool $339 through Home Depot’s online storefront.
While that price tag might be enough to put you off the device, we can tell you we’ve been fairly impressed with Makita’s impact wrenches ourselves. It would seem that the bulk of customers who’ve bought and used this particular impact wrench are pretty pleased with their purchase, with Home Depot shoppers rating it at 4.7-stars and Amazon users rating it at 4.8-stars. Between those factions alone, there’s a total of more than 2,500 reviews, the majority of which are 4 or 5-star in nature.
Raw power is a common point of praise from fans, with the impact wrench packing 740 ft. lbs. of maximum torque and 1,180 ft. lbs. of breakaway torque. Many users have put the tool to work in their automotive endeavors, and few have complained about its performance, reliability or its durability. One Home Depot shopper even claimed it was the most powerful battery-operated tool they’d ever used. Even still, some did note that they felt the impact wrench might be a little too heavy for some users, especially with an 18V battery attached. Others noted a potential design flaw in the location of the forward/reverse switch.
Brushless Cordless 7-1/2 in. Dual Slide Compound Miter Saw – $819
Makita’s cutting tools can be pricey depending on your needs, and if you’re looking at the brand’s compound miter saws, you should probably expect to spend around $1,000 even on the low side of the market. That is very much the case with Makita’s LXT Brushless Cordless 7-1/2-inch Dual Slide Compound Miter Saw which will cost you $819 if you’re shopping with Home Depot.
The average DIYer likely doesn’t need a compound miter saw in their home workshop, as it’s hardly the sort of saw you need to make something like custom shelving units. If, however, you’re handling larger woodworking projects that require loads of fast, precision cutting, such a saw could prove invaluable. If you can find one that won’t take up too much space, all the better, with many user reviews noting this cordless Makita cutter very much fits that bill.
Despite the exorbitant price not including the two 18V battery packs required to power it, real world users appear plenty happy with this compound miter saw, rating it at 4.8-stars out of 5 on its Home Depot product page. Many of those users praise this saw for its compact, lightweight build and easy portability. Even as some noted issues with bent or unbalanced top guide bars out of the box, many reviewers — including some pro factions — believe it provides all the cutting power, accuracy and efficiency most woodworkers can handle. If that’s what you’re looking for in a compound miter saw, this Makita cutter could be an excellent investment.
15 Amp 1-1/8 in. 70 lb. AVT Breaker Hammer – $2,239
On the subject of tools that most people will simply never have a real need for, a breaker hammer — often called a jackhammer — is pretty high on that list. For most people, this is one of those tools that it might be smarter to rent from Home Depot than to buy. If, however, you’re in the business of repairing driveways, sidewalks, or concrete patios, a good breaker is a legitimate must-have tool.
Makita does indeed make a couple of heavy-duty jackhammers, and you can currently buy its 15 Amp 1 1/8-inch 70 lb. AVT Breaker Hammer from Home Depot, assuming you’ve got $2,239 to pony up for the device. Now, we admittedly don’t know much about jackhammers, but we do know that purchasing any tool over $2,200 is a major investment, even if you are in the concrete breaking business. If you’re flinching at the price tag, you might be pleased to know that most users seem happy with their purchase, with Home Depot shoppers rating it at 4.5-stars and Amazon users rating it at 4.6.
Not surprisingly, weight is a common point of complaint from both factions, with others noting some might find it difficult to control, and one noting their bit came loose during use. However, most users state that the hammer performed beyond expectations in breaking up or breaking through various materials. They also appreciate its low vibration functionality, with one user hailing it as “the best investment” you can make if you’re in construction.
15 Amp 12-1/4 in. Corded Planer – $2,979
Like a jackhammer, a wood planer is a tool that most folks will never really need to use. So much so that we’d wager many of you have no idea what a planer even is. In essence, it’s an essential woodworking tool that lets users shape several pieces of wood into uniform levels of thickness while producing smooth surfaces.
As it’s a precision woodworking machine, you’d be correct in assuming that planers are typically not cheap. Nor is Makita’s version of the device, with Home Depot selling the brand’s 15 Amp 12-1/4 in. Corded Planer for a whopping $2,979. While most average Joes will no doubt flinch at that sticker price, pro woodworkers may be more willing to have a look, particularly since both Home Depot and Amazon users have rated it at 4.9 stars each.
Given the fairly niche market for a wood planer, there are not many reviews of the device. Those numbers are still pretty impressive, though, as they essentially show that almost everyone who’s bought Makita’s 15 Amp, 12,000 RPM model believes it was well worth the money. Those who work with timber are particularly happy with its performance, while one user noted the high-priced planer managed to cut their workload “by half.” So, if you’ve got the money to spend and need a first-rate planer, this would seem to be a safe bet.
Tech
Today’s NYT Strands Hints, Answer and Help for May 4 #792
Looking for the most recent Strands answer? Click here for our daily Strands hints, as well as our daily answers and hints for The New York Times Mini Crossword, Wordle, Connections and Connections: Sports Edition puzzles.
Today’s NYT Strands puzzle includes a fun topic. Some of the answers are difficult to unscramble, so if you need hints and answers, read on.
I go into depth about the rules for Strands in this story.
If you’re looking for today’s Wordle, Connections and Mini Crossword answers, you can visit CNET’s NYT puzzle hints page.
Read more: NYT Connections Turns 1: These Are the 5 Toughest Puzzles So Far
Hint for today’s Strands puzzle
Today’s Strands theme is: May the forest be with you.
If that doesn’t help you, here’s a clue: Green and leafy.
Clue words to unlock in-game hints
Your goal is to find hidden words that fit the puzzle’s theme. If you’re stuck, find any words you can. Every time you find three words of four letters or more, Strands will reveal one of the theme words. These are the words I used to get those hints but any words of four or more letters that you find will work:
- CENT, DOPE, DOPES, NOPE, HEAP, HEAPS, PEAS, SEAL, PRESS, WOOD
Answers for today’s Strands puzzle
These are the answers that tie into the theme. The goal of the puzzle is to find them all, including the spangram, a theme word that reaches from one side of the puzzle to the other. When you have all of them (I originally thought there were always eight but learned that the number can vary), every letter on the board will be used. Here are the nonspangram answers:
- ASPEN, BIRCH, CEDAR, CYPRESS, DOGWOOD, EUCALYPTUS
Today’s Strands spangram
The completed NYT Strands puzzle for May 4, 2026.
Today’s Strands spangram is BRANCHOUT. To find it, start with the B that’s three letters to the right on the bottom row, and wind up.
Toughest Strands puzzles
Here are some of the Strands topics I’ve found to be the toughest.
#1: Dated slang. Maybe you didn’t even use this lingo when it was cool. Toughest word: PHAT.
#2: Thar she blows! I guess marine biologists might ace this one. Toughest word: BALEEN or RIGHT.
#3: Off the hook. Again, it helps to know a lot about sea creatures. Sorry, Charlie. Toughest word: BIGEYE or SKIPJACK.
Tech
Meta would rather leave New Mexico than rebuild its apps for kids
A bench trial in Santa Fe could force algorithm changes, age verification, and a $3.7bn mental health fund. Meta has threatened to pull Facebook and Instagram from the state instead.
In March, a New Mexico jury reached a verdict that no American jury had reached before. Meta, the company once known as Facebook, had violated the state’s consumer protection law by misrepresenting the safety of Facebook and Instagram for young users. The penalty was $375 million, the first time a state had won at trial against a major US technology company for endangering children.
That was the easy part.
On Monday, the second phase of the same case opens before Judge Bryan Biedscheid in Santa Fe. There is no jury this time. Over an estimated three weeks, the judge will hear what New Mexico Attorney General Raúl Torrez wants Meta to do about the harm a jury has already found it caused, and he will decide.
Reuters, in its 2 May curtain-raiser, framed the proceeding plainly: this is the trial that could force changes to Facebook, Instagram, and other Meta platforms in ways the company has been resisting for nearly a decade.
Meta has answered with a threat that suggests it is, finally, taking the prospect seriously. If the orders are intolerable, Meta has indicated, it will pull Facebook and Instagram from New Mexico altogether.
What the state wants
The remedies on Torrez’s list are not symbolic. According to court filings reviewed by Reuters and the Boston Globe, New Mexico is asking the court to order Meta to verify users’ ages, redesign its recommendation algorithm so it does not optimise for engagement among minors, end autoplay and infinite scroll for users under 18, suspend push notifications during school hours and overnight, and cap children’s monthly time on its platforms at 90 hours.
The state is also asking for $3.7 billion to fund teen mental health services across New Mexico, on top of the $375 million already awarded.
Each of those measures has been studied, lobbied for, and partially adopted in pieces by Meta itself, often pre-emptively, often in markets the company is more afraid of than New Mexico. None has been imposed by court order in the United States.
Were Judge Biedscheid to grant even a meaningful subset, it would be the first time a state court had actively rewritten the product specification of a global social media platform.
How the case got here?
The lawsuit is older than the verdict. Torrez filed it in late 2023, citing an undercover operation by his office that involved creating a fake Instagram profile of a 13-year-old girl. The account, he later told CNBC, was “simply inundated with images and targeted solicitations” from users seeking to abuse children. The state’s case, in essence, was that this was not an accident of scale but a feature of the platform’s recommendation system.
During the first phase of the trial, prosecutors entered into evidence internal Meta communications discussing the consequences of Mark Zuckerberg’s 2019 decision to make Facebook Messenger end-to-end encrypted by default.
According to those filings, employees calculated that the change would impair Meta’s ability to disclose to law enforcement what one document put at roughly 7.5 million reports of child sexual abuse material per year.
The jury, according to NBC News, treated those communications as central to its finding that Meta knowingly harmed children. The encryption decision, ostensibly framed as a privacy upgrade, became one of the most damaging exhibits at trial.
Meta has since had the European Commission formally accuse it of failing to keep underage users off its platforms under the Digital Services Act, the first such charge against a mainstream social platform.
Meta’s response, articulated in pre-trial filings and a public letter cited by The Washington Post and Source New Mexico, has been extraordinary. The company has argued that some of the remedies New Mexico is seeking are technically infeasible, would compromise its ability to operate consistently across markets, and would force it, in the limit, to withdraw Facebook and Instagram from the state.
Torrez called the threat “showing the world how little it cares about child safety,” in a remark widely reported on 30 April.
Whether Meta would actually follow through is harder to assess. New Mexico has a population of about 2.1 million, a fraction of the company’s global user base. The threat is, in part, a negotiation tactic, intended to make the judge consider the spillover effects of any aggressive order. It is also, however, an argument that platform-level remedies in any single jurisdiction set a precedent for the next one.
More than 40 state attorneys general have filed similar suits against Meta, with bellwether trials scheduled across 2026. New Mexico, in that sense, is being treated as a test.
Meta is not arriving at the second phase, having ignored the topic. Over the past several years, it has rolled out a thicket of teen-safety features: AI-driven systems that detect adults messaging minors who do not follow them, “take a break” prompts for excessive use, default-private accounts for users under 16, parental supervision tools, and limits on the kinds of advertising teens can be served. Several of these were announced under regulatory pressure from the EU, where the bloc’s age verification framework is now active.
What Meta has not done, and what New Mexico is asking the judge to order, is to restructure the underlying recommendation engine. The company’s algorithm, as both internal documents and external research have repeatedly shown, is calibrated for time spent on the platform. The state argues that, for minors, calibration is itself the harm.
And there is a cost dimension that increasingly matters. Meta is in the midst of a roughly $145 billion AI capex programme, an investment of historic scale by any measure. Meta’s mounting child-safety legal exposure could, eventually, cost more than the AI cluster bill. The New Mexico phase-two trial is the first time that comparison stops being theoretical.
Judge Biedscheid is being asked, in effect, to translate a finding of corporate harm into a product roadmap. He could rule narrowly, ordering Meta to do little more than what California and the UK already require under their respective age-appropriate design laws.
He could rule broadly, accepting most of Torrez’s list, in which case Meta will appeal, fight a stay, and decide in real time whether the threat to leave New Mexico is a bluff. He could also split the difference, ordering algorithmic changes for minors but stopping short of the 90-hour cap. He is not expected to rule from the bench; the trial is scheduled to run roughly three weeks, with written orders following.
A separate Los Angeles jury found Meta and YouTube liable last year in an addiction case, and Indonesia became the first Southeast Asian country to ban under-16s from major social platforms in late 2025. The legal weather around minors and social media has changed.
New Mexico has, until this trial, mostly been a state where Meta did business unobstructed. Whether it remains one in three months will depend less on what the judge writes than on what Meta decides to do about it. For a company that has spent two decades insisting it could fix its harms voluntarily, that is, finally, a different conversation.
Tech
Roblox Blames Age-Verification Rollout for Lowered Growth. Stock Tumbles 22%
Age verification became mandatory for chat access on Roblox in January — and Friday morning Quartz reported it’s apparently impacted the company’s financials:
Roblox cut its full-year 2026 bookings forecast by roughly $900 million at the midpoint on Thursday, blaming stronger-than-expected headwinds from its mandatory age-verification rollout on an audience that skews heavily toward children and teenagers. Full-year 2026 bookings are now projected at $7.33 billion to $7.60 billion, a range that sits roughly $900 million below the prior guidance of $8.28 billion to $8.55 billion; analysts had expected $8.38 billion, according to Yahoo Finance. Roblox stock fell almost 22% in premarket trading….
Daily active users rose 35% year over year to 132 million, while hours engaged climbed 43% to 31 billion hours… Daily Active Users and hours engaged fell below forecasts of 143.8 million and 33.68 billion, respectively, according to Yahoo Finance… Users who have not completed age checks have faced restricted communication features, and the process has weighed on the platform’s ability to bring in new users. Russia’s blocking of the platform, which took effect in December 2025, added further drag on user growth, according to Yahoo Finance. As of the end of the first quarter, 51% of global daily active users had completed age verification, with 65% of U.S. users having done so, Roblox said….
The safety push has come with legal costs. Roblox accrued $57 million in the first quarter for settlements and settlement proposals with certain states over youth-related consumer protection and digital safety matters, with payments structured over multiple years, the company said.
Roblox acknowledged in a letter to shareholders that “our aggressive push to enhance safety lowers our expectations for topline growth in 2026.” But they argued that it also “makes our platform fundamentally better and amplifies the long-term growth potential of Roblox through more effective content targeting, tailored communication experiences, and improved community sentiment.”
Tech
Recreating the Apollo Moon Landings at Home is Possible, Just Not Practical

Isaac Carlton decided one afternoon to tackle a project that most people would dismiss as impossible. He wanted to film the most famous moments from the Apollo moon landings without rockets, without a massive budget, and without stepping outside his own property. The result looks so close to the original NASA footage that viewers keep pausing to check whether they are watching history or something built from scratch in a garage.
Carlton began with a realistic goal: order a replica of the NASA spacesuit. When it arrived, he tried it on and was surprised to find that the fit worked perfectly for close-up photos. The moon’s surface came next. In his garage, he chopped out pieces of Styrofoam, sculpted them into craters and bumps, and then powdered everything with chinchilla bath powder to replicate the texture of lunar dust seen in old photographs. Black drapes obscured the walls, giving the scene a sense of infinite space.
Sale
LEGO Technic NASA Apollo Lunar Roving Vehicle LRV Building Set – Craft Kits for Adults, Ages…
- Build a realistic LEGO Technic lunar rover model – This LRV building kit for adults is packed with authentic details including seats, steering…
- NASA model for adults – Enjoy a mindful project assembling all the details of the rover and equipment including the battery pack, heating and…
- A build for NASA fans – Remember the Apollo 17 mission with a display that features the lunar roving vehicle alongside 3 detailed equipment…

Three different scenes made the final cut, beginning with a bird’s-eye view of the astronauts planting the American flag. Carlton came up with an idea for using stop-motion. He purchased some action figurines, bent thin wire into their limbs to control their positions, and stuffed paper towels into the crevices to make the joints appear smooth as silk under the camera. Each minuscule movement necessitated a new photo, dozens of them, until the flag would raise and wave as it had in 1969.

In contrast, the lunar rover sequence required motion rather than stillness. Carlton purchased a vintage mini rover on eBay and matched it with a remote-controlled buggy he discovered online. He then drove his buggy over the Styrofoam countryside while the camera rolled. Then he combined numerous passes and slowed the footage down to make it appear as if the rover was bouncing across the surface under low gravity. The end effect was eerily similar to the original footage.

The zero-gravity jump from Apollo 16 was likely the most physically difficult. Carlton attached a basic pulley system to the rafters in his garage. He bought an Amazon harness and then asked a couple of friends to pull the ropes for him. They filmed at a snail’s pace to make it appear as if he was floating higher when the ropes hauled him up, and then the editor worked his magic to remove all trace of the cables and mix the takes together so it looked smooth and seamless.

Editing required a significant amount of effort, arguably as much as filming. Carlton and his friend Levi spent hours perfecting the color, adding grain to make it look antique, and painting light scratches to make it look like it was shot sixty years ago. They digitally stretched each set’s boundaries, causing the draperies to disappear. Every wire, contemporary shadow, and telltale trace of a home project disappeared in the editing suite.
Tech
Rivian achieved a 50% lower cost in making the R2 EVs. Let’s hope the benefits pass on to buyers
Rivian may have figured out one of the hardest parts of building an affordable EV, as it has managed to reduce costs in producing one of its upcoming EVs. During the latest earnings call, the company said the upcoming R2 has achieved a cost reduction of more than 50% compared to the R1. With the R2 being made as the more accessible mass-market EV, this is a big deal.

How Rivian found ways to save up
According to InsideEVs, Rivian outlined several ways it brought costs down. The company reduced the R2’s wiring harness by 2.3 miles, cut the number of connectors by 60%, and reduced high-voltage cabling by 70% by consolidating multiple power conversion units into one. The company also simplified its new Maximus Drive unit, which has 41% fewer parts compared to the Enduro drive units used in R1 vehicles. Rivian mounted the inverter directly on the drive unit and used smarter cooling and packaging to cut parts and manufacturing complexity.
All of this sounds like boring manufacturing stuff, but it is making a real difference now. Fewer parts usually mean lower cost, easier assembly, fewer failure points, and better scaling.
The upcoming Rivian R2 is using a simpler mechanical setup, which reportedly helped achieve 70% cost savings on the front suspension by moving from a double-wishbone setup to MacPherson struts.

Meanwhile, large die castings also reduced the underbody part count by 90%, while rear door complexity was cut by 65%. CEO RJ Scaringe expects a reduction of more than 50% through design-for-manufacturing work and higher production volumes. He further added that this is how the company expects to ship the T2 profitably, while also keeping it at a more accessible price point without losing performance and utility.
So what about the buyers?
Rivian has positioned the R2 as a more affordable EV, with a target price around $45,000. But the T2 Performance is expected to kick things off at around $58,000 when deliveries begin. The expected price tag reveals that this isn’t an affordable car, though it is still more approachable than the R1S and R1T, which are positioned as premium models.
Tech
SK Hynix jumps 12% as Big Tech doubles down on AI memory
A $725bn hyperscaler capex ramp and a 20% HBM price rise have made the South Korean chipmaker the second-most valuable company on the KOSPI. The harder question is when supply catches demand.
There is a small joke in semiconductor circles about which part of an AI server is most expensive. The graphics processor used to be the obvious answer. For the past 18 months, increasingly, it has been the memory soldered next to it.
On Monday, the market priced that joke.
SK Hynix, the South Korean memory specialist that supplies the bulk of the world’s high-bandwidth memory for AI accelerators, climbed as much as 12 per cent in Seoul, with shares hitting roughly 1.4 million won, or about $970, in morning trading, according to Reuters.
The rally made SK Hynix the second-most valuable company on the KOSPI, behind only Samsung Electronics, and reflected, the wire said, foreign buying that followed strong earnings and reaffirmed AI infrastructure plans from US hyperscalers the previous week.
It is, by any measure, a remarkable run for a company most consumers have never heard of.
The trigger is straightforward. Big Tech’s combined 2026 capital expenditure is on track to land somewhere between $650bn and $725bn, depending on which analyst’s tally one trusts, an increase of roughly 77 per cent on 2025.
Microsoft has guided to as much as $190bn for the calendar year, with its chief financial officer publicly attributing about $25bn of that to rising memory-chip and component costs.
Meta, in its Q1 update, raised its own range to $125–145bn, citing similar pressures. Amazon’s Andy Jassy has committed roughly $200bn. Google has not been quieter. Practically all of this money flows, in one form or another, towards AI training and inference clusters; a meaningful share of it lands in the bill of materials for high-bandwidth memory, where SK Hynix dominates.
By late 2025, SK Hynix held an estimated 57 per cent of the global HBM market, according to figures cited by analysts at Counterpoint and others. That share is unusually concentrated for a commodity-adjacent business, and it is the structural reason the company’s earnings now look more like those of a software platform than a memory house.
SK Hynix’s first-quarter operating profit, reported on 23 April, was a record. Operating margins on its memory line, by some sell-side estimates, are running above 70 per cent.
Margins of that order do not last forever. They do, however, last as long as supply lags demand.
Why supply is not catching up
HBM is not ordinary DRAM. It is a stacked, 3D-packaged memory built to feed bandwidth-hungry GPUs, and producing it requires a specific set of advanced packaging steps that the industry, including Samsung and Micron, has been slower to scale than buyers would like.
According to TrendForce, both Samsung and SK Hynix have raised HBM3E prices by roughly 20 per cent for 2026, and supply is being booked years in advance by hyperscalers and accelerator vendors.
Samsung’s memory chief publicly warned earlier this year that significant memory shortages were likely to persist through 2027. The chairman of SK Group has gone further, telling investors he expects the wider chip-wafer constraint to last until 2030.
Whether or not those forecasts prove accurate, they explain why long-term supply agreements, in which a hyperscaler effectively reserves output years ahead, are becoming the norm. They also explain why Reuters reports SK Hynix and Samsung increasingly signing such deals with Microsoft and Google directly.
There are, in other words, two kinds of memory in 2026: the kind anyone can buy, and the kind your AI roadmap depends on. SK Hynix is in the second business.
There are, predictably, dissenters. The CAPE ratio on US equities now sits around 38, a level last seen at the height of the dot-com era, and TNW has noted the discomfort that comparison provokes, even as it argues that today’s leading AI-exposed companies are, unlike many in 2000, broadly profitable.
SK Hynix is squarely in that profitable cohort, but it is also unusually leveraged to a single product cycle. If hyperscaler capex moderates, or if competing accelerator architectures reduce HBM intensity per chip, the same operating leverage that has delivered record quarters could work in the opposite direction.
There is also the question of whether the AI build-out will keep producing the kind of returns that justify present capex levels. Meta has been simultaneously announcing record AI investment and cutting roughly 8,000 jobs as it restructures around the spending, a sequence that does not entirely fit the narrative of a healthy organic boom. Investors are, for now, willing to fund both ends of that equation. They have done so before in technology cycles, and they have changed their minds quickly.
The most useful way to read SK Hynix’s 12 per cent move is not as a forecast of where AI ends up, but as a real-time index of how confident the market currently is that AI training clusters will keep being built at this pace. Every dollar of hyperscaler capex announced becomes, eventually, an order book line at a memory supplier. SK Hynix sits in the chokepoint.
If the chokepoint loosens, through Samsung executing on HBM4 at scale, through Micron’s $25bn capacity push, or through architectural shifts that reduce HBM dependency, the dominant share gets shared and the multiples compress. None of those things has happened yet.
Until one does, the market’s read is that the second-largest company on the KOSPI is the one selling shovels to the AI gold rush, and it is not running out of buyers.
The harder, more interesting question is what the chart looks like a year from now. The answer will say less about SK Hynix than about whether the AI build-out has legs, and whether the people writing the cheques in Redmond, Menlo Park, and Seattle are still as certain as they were last week.
Tech
Meta contractor fires 1,100 AI trainers after they revealed Ray-Ban glasses recorded private and intimate footage
![]()
Meta has quietly ended its relationship with a vendor that helped train its generative AI systems using footage captured through Ray-Ban smart glasses. The contractor, Sama, subsequently announced the termination of 1,108 employees – some of whom alleged they were punished after coming forward about the sensitive nature of the…
Read Entire Article
Source link
-
Tech7 days agoRegister Renaming | Hackaday
-
Politics7 days agoDrax board avoid their own AGM, accused of greenwashing & environmental racism
-
Fashion6 days agoKylie Jenner’s KHY Enters a New Era with ‘Born in LA’
-
NewsBeat18 hours agoChannel 5 – All Creatures Great and Small series 7 new post
-
Tech7 days agoImages of Samsung’s rumored smart glasses have leaked
-
Tech3 days agoTrump’s 25% EU auto tariff breaches Turnberry Agreement that also covers semiconductors and digital trade
-
Business6 days agoMost Commercial Energy Audits Miss the Real Losses
-
Business7 days ago(VIDEO) Charlize Theron Climbs Times Square Billboard to Promote New Netflix Thriller ‘Apex’
-
Crypto World6 days agoCFTC’s AI will review U.S. crypto registration applications, chairman tells CoinDesk
-
Sports3 days agoPaul Scholes issues Marcus Rashford reality check as agreement emerges over Man United star
-
Entertainment7 days agoAlicia Keys Calls Out Music Industry ‘Boys Club’
-
Business5 days agoBarclay Brothers Avoid Bankruptcy: HSBC Drops High Court Petitions After IVA Deal
-
Business5 days agoTesla Officially Registers Elon Musk’s Stock: What Investors Need to Know
-
Tech6 days agoGet Ready for More Brain-Scanning Consumer Gadgets
-
Crypto World6 days agoRobinhood Phishing Scam Exploits Gmail Dot Feature to Bypass Security
-
Entertainment7 days agoSister Wives: Janelle Posts New Scary Warning
-
Crypto World6 days agoGmail Dot Trick Underpins Robinhood Phishing, Sending Real-Looking Emails
-
Entertainment7 days agoMichael Jackson’s Biopic Excluded Abuse Allegations For $25M
-
Business4 days agoTwo Powerball Tickets Split $143 Million Jackpot in Indiana and Kansas
-
Business7 days agoSuperdry co-founder accused of raping woman


You must be logged in to post a comment Login