Shantanu Narayen will help choose his successor and is to remain on as chair of the company board.

The CEO of creative software giant Adobe, Shantanu Narayen, is to resign after 18 years in the role, with lead independent director Frank Calderoni tasked with running the process of finding a replacement.

Narayen will stay in position until the recruitment of his successor is completed, and is to remain on as chair of the Adobe board.

In a message to employees posted on Adobe’s website, Narayen said he and Calderoni would work together in the coming months to choose a successor “and to ensure a smooth transition”.

Narayen noted that in his 28 years with the company, it had grown from having around 3,000 employees to more than 30,000, and from revenues of less than $1bn to more than $25bn.

He said that the “AI era” presents large opportunity for the company, adding that AI, new workflows and “entirely new forms of expression” are currently shaping “the next era of creativity”.

During his time in charge, Adobe’s stock increased more than sixfold, with the S&P 500 up around 350pc across the same period, noted CNBC, which also reported that Narayen earned $51m in the 2025 fiscal year and owns $118m in Adobe shares.

Calderoni said of Narayen’s departure: “On behalf of the board, I want to recognise Shantanu’s contributions as CEO and architect of Adobe’s transformation over the past 18 years, and for positioning Adobe for success in the AI-driven era.

“As we take the next step in succession planning, we are focused on selecting the right leader for this next exciting chapter of the company’s growth and are grateful for Shantanu’s continued leadership as CEO to ensure a smooth transition.”

Outsider tributes to Narayen and his tenure came through X from Microsoft CEO Satya Nadella and Dylan Field, the CEO of Figma, which Adobe spent more than a year trying to buy before the deal was abandoned in December 2023.

Adobe, founded in 1982, is a leading provider of creative software, offering household-name applications such as InDesign, Dreamweaver, Acrobat, Photoshop and After Effects.

In recent years, it has developed a suite of generative AI tools known as Firefly – which the company says has generated more than 29bn images to date – to mitigate the general surge away from traditional software products and towards AI offerings.

Shares in many software providers have dipped this year over prevailing fears around their prospects in the age of AI technologies. This week, collaboration software provider Atlassian announced plans to cut 10pc of its workforce in order to “self-fund further investment in AI and enterprise sales”.

Bloomberg noted that Adobe’s stock has declined about 23pc in 2026, putting it near its lowest level in three years, adding that although Adobe’s financial metrics have shown little noticeable change since early last year, share prices dropping almost 40pc in that time is likely a reason for the planned CEO transition.

Yesterday, Adobe announced its Q1 2026 financial results, which included record quarterly operating cashflows of $2.96bn and a year-on-year trebling of AI-first ARR.

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For years, rumors have swirled that Apple has been toiling away on a foldable iPhone, nicknamed the iPhone Fold. Over the last year, numerous leaks have suggested that it could actually be released in 2026. The latest rumor, from a leaker on Weibo, suggests that Apple’s first foldable will have a 5,500-mAh battery, which would make it the largest on any iPhone, surpassing the 5,088-mAh capacity on the iPhone 17 Pro Max. 

But most of the curiosity has been around how Apple’s mystery foldable will look. Recently, an Apple fan made a 3D-printed mock-up for an Apple book-style foldable’s possible design, looking more like a Microsoft Surface Duo merged with an iPhone 17 Pro than the Galaxy Z Fold 7 or Pixel 10 Pro Fold. In other words, a vision of two separate iPhone screens linked together rather than a continuous, folding display.

That’s an interesting proposition considering rumors have spoken of Apple’s efforts to reduce the seam where a foldable screen bends. The one on the iPhone Fold is rumored to have little or no crease, according to a recent report by the Chinese publication UDN. Screen creases, especially on early foldable phones, have long annoyed some consumers and critics. And while the crease on more recent foldables looks a lot less deep, it’s still there. Samsung’s new Galaxy Z TriFold has two screen creases, one for each of its hinges. It would be a major breakthrough if Apple has indeed found a way to fold a screen in half without leaving a crease.

We’ve yet to hear any official word on a foldable iPhone from Apple.

Foldable phones represent a tiny fraction of all phones sold globally. CNET found that 64% of people surveyed said they don’t want a foldable phone. But those numbers could change if Apple were to sell a foldable iPhone. Analysts at IDC forecast a 30% year-over-year growth if Apple were to launch a foldable iPhone in 2026.

Apple launched the iPhone 17 series along with the new super-thin iPhone Air in September. Given all the engineering it took to cram cameras and components into the top half of the Air, some have theorized that the device is a stepping stone to a foldable, which could take advantage of the Air’s internal design.

A lot of hope and expectation has been placed on Apple to release one, and if rumors are correct, we won’t have to wait much longer for the company to do so.

Watch this: iPhone Flip: What Apple’s Foldable Future Could Look Like

05:01

iPhone Fold history

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Rumors suggest Apple is developing a book-style foldable like the Galaxy Z Fold 7. Years ago, in 2017, folks predicted that a foldable iPhone could launch in the then-near future of 2020 — which didn’t happen. Analysts and leakers have been kicking the release date down the road ever since, and rumors and wish lists have lingered as phone fans keep their hopes alive. Absent any confirmed details from Apple, here’s everything we know so far about the company’s future foray into foldables.

A new patent granted to Apple in July 2024, which was applied for years ago, shows how long the company has been working on a folding iPhone. Kuo’s report in early March said that an Apple foldable could launch at the end of 2026, with a 7.8-inch crease-free inner display and a 5.5-inch outer display.

Accordingly, Kuo believes the price would match that of other similar folding devices, at $2,000 to $2,500. Despite the high price tag, he says projected shipments are 3 to 5 million devices, which is a confident estimate given only 19.3 foldables were sold in 2024, market research firm IDC reported. 

Although many reports have focused on the company’s struggles to eliminate the crease within the internal folding display, Apple’s patent indicates that the development has been ongoing for some time. Creases have plagued foldable phones since their introduction in 2020, and although the most recent Samsung Galaxy Z Fold 7 and Samsung Galaxy Z Flip 7 have reduced the crease, it is still visible and noticeable. 

By mid-2024, market analysts at TrendForce estimated that display crease issues might push back an Apple foldable until 2027, according to 9to5Mac. Prior rumors said Apple may not launch its own flexible screen device until 2025, and Samsung hasn’t let phone fans forget it by releasing an app that will let Apple phone owners experience a Z Fold-esque experience by placing two iPhones side-by-side. 

Read more: I Visited Samsung’s Home Turf to See if Foldable Phones Are Really the Future

iPhone 2026 lineup

There’s no guarantee about which phones Apple will release during its usual September window, but the safest bet is on another series of flat phones, which we expect to be the iPhone 18 series. But what else could be coming alongside the usual lineup?

There could be an iPhone Air 2, though rumors conflict on whether to expect one next year or not. There’s been a lot more evidence for an iPhone Fold, though whether it comes out in 2026 or in later years is still uncertain. If the iPhone Fold does launch next year, more rumors have suggested a clamshell device has been prioritized and may come first — given reports of Apple researching a book-style foldable, we could get one of those as well. 

In mid-January, MacRumors reportedly saw a research note from analyst Jeff Pu suggesting that the iPhone Fold will pack 12GB of memory — as will the entire iPhone 18 line. Apple never discloses how much RAM is included in its phones, but specs sites like GSMArena have reported that the standard iPhone 17 has 8GB of RAM, while the rest of the series (iPhone Air, 17 Pro and Pro Max) all have 12GB. If correct, that means Apple doesn’t think its foldable will need more memory than its standard flat phones — it’ll have more screen area, but potentially no better hardware than its iPhone 18 siblings.

It’s also interesting to see the standard iPhone 18 packing 12GB of memory, as the RAM shortage is predicted to hike prices on phones released in 2026. Apple may be willing to pay the price for a more capable basic model of iPhone 18, or perhaps it’ll pass those costs on to the consumer with a price hike. 

iPhone Fold or iPhone Air 2?

There’s the chance that we get an iPhone Fold next year, which rumors have said could launch in 2026 at the earliest, though it could also come out in 2027 or later. It should be noted that analysts and rumors had predicted a foldable iPhone release from as far back as 2022, so the rolling prospective launch windows don’t lend confidence that we’ll necessarily see the device come out next year. Given Samsung’s six-year head start on making foldables, Apple seems to be in no rush to get one out.

While the iPhone Air came out with the iPhone 17 handsets, there are conflicting rumors on whether we’ll see an iPhone Air 2 in 2026. A recent report from The Information says that Apple is delaying the release of the next version of the iPhone, citing people familiar with the matter. This follows rumors that disappointing iPhone Air sales after launch led Apple to dial back production, though even that claim was denounced by TD Cowen, according to a note from the investment research firm that was seen by AppleInsider that asserted the company would continue producing the thin phone. The Information’s story was amended to say that the delay could be caused by engineers who are re-considering the Air’s design so that it could support a second rear camera.

All of which casts doubt on whether we’ll get an iPhone Air 2 next year, but there’s not enough evidence yet to roundly dismiss the possibility. 

iPhone Fold specs

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There are no confirmed specs for the iPhone Fold, because Apple hasn’t even confirmed one exists or is coming out. Given we don’t have a year of expected release, we can’t much predict what kind of internal specs the iPhone Fold will have — presumably, Apple will want its most powerful A-series chip to run it, along with enough RAM to handle two or three displays (depending on whether it folds inward or outward and needs a dedicated outer screen). 

We do have some predictions for other specs, though only for the book-style Fold (not the clamshell). In March, analyst Kuo predicted the larger Fold could have a 5.5-inch outer screen and 7.8-inch inner display. When folded up, it will be 9-9.5mm thick and 4.5-4.8mm when unfolded. A front-facing camera will be available whether the phone is folded or unfolded, while it will also have two rear cameras. 

Kuo predicted that the device will use the same high-density battery cells as used in what he referred to then as the “ultra-thin iPhone 17” which is presumably the iPhone Air. But that trim thickness means the foldable may forgo Face ID, so the device may use Touch ID in a side button. 

Some rumors about hardware have emerged. In January, an analyst note seen by MacRumors suggests Apple’s foldable could launch with 12GB of RAM, the same amount in the Galaxy Z Fold 7‘s starting configuration. That could mean Apple doesn’t need a lot of memory to handle multiple screens or that it isn’t banking on big AI features that can take up a lot of RAM.

We finally have a prediction on the iPhone Fold’s battery, with Weibo leaker Fixed Focus Digital posting that it will have a 5,500-mAh capacity, as 9to5Mac first reported. That’s substantially larger than batteries on some other foldables — for example, the Galaxy Z Fold 7 has a 4,400-mAh capacity — but Samsung has been in the foldable game for so many years that it’s bound to have increased efficiency, likely in an effort to slim down the thickness of its devices. Yet if the Weibo leak is true, this will be the largest battery ever on an Apple handset. The iPhone 17 Pro Max has a 5,088-mAh battery.

iPhone Fold release date

Apple has neither confirmed the iPhone Fold nor announced a proper release date. Analysts and rumors have predicted that the foldable could come out in 2026 or be pushed until next year.

As for timing, since the iPhone Air was released alongside the iPhone 17 models, the Fold could come alongside the iPhone 18 series. But since Apple released the iPhone 16E early this year, far before the September window for its main iPhone release, the company could do the same with the iPhone 17E in 2026. Apple could even delay the launch of the standard iPhone 18 to the spring of 2027 to make room for the iPhone Fold in Apple’s Sept. 2026 launch, according to an ET News report. Given that Samsung offsets its standard and foldable phone releases at Unpacked events months apart from each other, Apple could do the same.

What Apple’s new patent says about the iPhone Flip

After years of rumors that Apple was working on foldable phones, a patent was finally granted to the company, confirming that it has been working toward a folding iPhone. The 22-page patent (PDF), simply titled “Electronic Devices With Durable Folding Displays,” was filed in November 2021 and granted on July 16, 2024.

Sadly for folding iPhone hopefuls, the patent doesn’t offer much illumination of what an iPhone Flip might look like. Most of the pages show figures depicting cross-sections of potential displays that fold about a hinge but not the device they’re folding around. 

There are some tidbits deeper into the text of the patent that hint at potential design choices Apple might make, like a hinge that holds the display flat when unfolded but which would let the display “slightly fold about the bend axis when the electronic device is jolted during the drop event” — in other words, if dropped, the device would fold inward slightly so that it lands on its edges to protect the inner display. 

It’s important to note that all evidence shows Apple working on a foldable iPhone, but the patent broadly applies to folding displays in general — to wit, some figure schematics describe a device that “may be a cellular telephone, tablet computer, laptop computer, wristwatch device or other wearable device, a television, a stand-alone computer display or other monitor” or screens as far-ranging as on vehicles, in kiosks, in media players or other electronic equipment. 

The rest of the patent describes what an Apple device with a folding display may have and categorically lists things like batteries and wireless charging, Bluetooth and Wi-Fi connectivity, LED or LCD displays, microphones and capacitive sensors, haptics and so on. There’s explicit mention of a display folding 180 degrees, or fully flat, which follows most other foldables — presumably, Apple isn’t going to leapfrog the competition in following Samsung’s concept displays we saw at CES that unfold nearly 360 degrees. 

Two foldable iPhone Flips?

Foldable iPhone hopefuls will at least be encouraged that Apple seemingly continues to tinker with an iPhone Flip design. The company is said to be working on two sizes of folding iPhones: a book-style and a clamshell-style, according to an older report by The Information, although this may be contradicted by a newer report by the same site suggesting Apple had settled on the latter for a smaller device. This aligns with prior rumors hinting the iPhone Flip will be in the clamshell format similar to the Samsung Galaxy Z Flip series or Motorola Razr Ultra. 

It sounds like Apple’s been struggling to meet its high expectations: The company’s design team wants the iPhone Flip to be half as thin as current iPhone models and to have displays on the outside that are visible when the device is folded shut, according to the report.

Development on the iPhone Flip was halted around 2020, the older report noted, in order to focus on a new project, a folding iPad. This device would have an 8-inch display, around the size of the iPad Mini. The foldable tablet supposedly had less strict durability and thickness requirements, as it wouldn’t need to fit in pockets like an iPhone Flip. Apple was still working on ways to reduce the crease in the middle of the folding display and get the iPad to lie fully flat. 

Release date: The iPhone Flip could launch in 2027

The latest indications of an iPhone Flip release date came back in June, when analyst Kuo suggested production could kick off in 2026 with phones coming out that year. This follows Kuo’s earlier prediction in March that the company could release a crease-free foldable by the end of 2026. Furthermore, this would likely be a book-style foldable with a 7.8-inch internal display and 5.5-inch external screen, which is counter to other predictions anticipating a clamshell-style foldable. 

It’s possible that these timeline predictions apply to one or the other or, due to the vague nature of rumors, even both — that is, Apple could be working on both a book-style and clamshell style foldable, though it’s less clear if release date expectations would be interchangeable or if Apple would stagger their release.

It’s been an open secret for years that Apple is working toward a foldable iPhone. The company has been registering patents for foldable technologies for almost a decade, and while there’s no guarantee that one will come out even after all that research (remember AirPower?), there’s still been buzz and possible release dates floated for years — though still not one solid enough to get excited about. 

Early rumors pointed as far back as 2021 as a potential target date, but the year passed with no foldable iPhone in sight. A March 2021 report from longtime analyst Kuo (via MacRumors) suggested 2023 might be more realistic (though that year has come and gone). According to Kuo, Apple still needs to figure out technology and mass production issues before bringing a device like this to market, hence the wait. Speculation later in 2021 from Bloomberg’s Mark Gurman aligned with Kuo’s predictions: In his Power On Newsletter, Gurman said that the foldable iPhone may not arrive for another two to three years.

Since then, new rumors have pointed to an even later release. Reliable display analyst Ross Young said in February 2024 that the foldable iPhone had been pushed back to 2025, and Kuo reaffirmed his predicted release window in a tweet in April 2022.

“Apple may launch its first foldable product in 2025 at the earliest, which may be a foldable iPad or a hybrid of iPad and iPhone,” Kuo wrote in the tweet.

Another rumor, first noticed by MacRumors in February of 2024 by Weibo-based blogger Fixed Focus Digital, suggested that the foldable iPhone project is delayed for the foreseeable future. The problem? Apple, which is rumored to be using Samsung folding panels for its iPhone Flip’s display, was dissatisfied with the screens’ performance after they broke down a few days into testing.

That’s echoed by the most recent estimate by TrendForce market analysts, reported in 9to5Mac, which predicted that an Apple foldable might not be released until 2027 at the earliest. Why? Apple’s strict requirements for reliability and the phone display’s crease. But Kuo’s more recent March 2025 predictions explicitly noted a crease-free foldable display, suggesting Apple might have moved past this roadblock — if all these rumors are to be believed, of course.

Read more: Top Foldable Phones for 2025

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Watch this: Foldable Phones May Be the Future. In South Korea, They’re the Present

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Design: What will the foldable iPhone look like?

A 2021 report from Bloomberg indicated Apple already had a working prototype of a foldable iPhone display. While it wasn’t a working model, it was a step up from a patent — which, until then, was all we had seen. 

Apple seems to have taken out every patent under the sun when it comes to foldable displays, including an origami-style folding display, a flip-up display and even a wraparound display. We don’t know which one will make the final cut, but both Kuo and Bloomberg seem to agree that the current prototype is more of a traditional fold-out design.

Unlike Microsoft’s Surface Duo, which has hinges on the exterior, Apple’s would have one continuous display with a hidden hinge mechanism like the Galaxy Fold. 

Apple leaker Jon Prosser reported in early 2021 that the iPhone Flip will likely use a clamshell design and come in several “fun colors.” Between the bright pastels of the iPhone 15 and Plus and the sleeker deep blue of the iPhone 15 Pro and Pro Max, an array of fun colors for Apple’s first foldable device is definitely a possibility.

YouTuber ConceptsiPhone also gave us a glimpse into what the iPhone Flip could look with concept art of the foldable iPhone in the colors blue, red, gold and green.

In March 2025, analyst Kuo had some very specific but non-clamshell predictions: that Apple would release a book-style foldable with a 5.5-inch outer screen that unfolded to have a 7.8-inch internal screen, and be 4.5-4.8mm when unfolded but 9-9.5mm thick. It would have the same high-density battery cells as the “ultra-thin iPhone 17” and a hinge with stainless steel and titanium alloy (a favorite material of Apple’s iPhone 16 Pro and Pro Max as well as the Apple Watch Ultra 2). 

Per Kuo’s predictions, the foldable will have two rear cameras and a front-facing camera on both the external and internal displays. Most interestingly, Kuo also expects that Apple’s book-style foldable will see the return of Touch ID as a side button, as Face ID might be left out due to space constraints — presumably for the array of depth-of-field sensors and cameras needed for the tech. 

Roadblocks: What still stands in Apple’s way? 

Samsung and others have been testing the waters, but Apple has been learning from the pain points of their foldable devices and figuring out how they’d be used.

One of these pain points is the crease. A lot of the current cover materials, including the glass and plastic mix that Samsung uses for the Z Fold and Z Flip, show a visible crease when folded out to full screen. To avoid it, Apple would likely have to wait for Corning, Apple’s glass provider, to create some kind of bendable version of its Ceramic Shield screen. The company is already working on a bendable glass but hasn’t announced a launch date for it. 

Kuo tweeted in April 2022 that Apple was testing a foldable OLED screen. Korean tech news site The Elec also reported that Apple was working with LG to develop a foldable OLED panel. 

Cost: Foldable phones don’t come cheap

Price is another major problem for these types of devices. Although Samsung still has the most affordable folding phone with the clamshell Motorola Razr at $700, most others in the category are book-style foldables like the Galaxy Z Fold 7 and the Pixel 9 Pro Fold, which are around twice the price of most flagship phones. We wouldn’t expect a foldable iPhone to be cheaper than its rivals. Apple’s foldable needs to be in line with current foldable and nonfoldable models to be able to compete against other brands and entice iPhone users to ditch their single-screen devices and pay more for a foldable.

Analyst Kuo predicted that a book-style iPhone foldable coming in 2026 could be priced anywhere from $2,000 to $2,500 as it’s “expected to generate strong replacement demand-despite the premium price-provided quality meets expectations.”

A report last year found that half of American consumers are interested in buying a foldable phone, though Apple customers are slightly less willing to make the leap than Samsung or LG users. Perhaps the “Apple effect” will change those stats if and when a foldable iPhone ever becomes a reality.

Legendary filmmaker Steven Spielberg voiced concerns about the growing role of artificial intelligence in creative industries during an appearance at SXSW in Austin. Speaking during an interview session at the 2026 event, Spielberg made it clear that while he supports technology in many fields, he strongly opposes AI replacing human creativity in filmmaking.

Spielberg Draws A Line On AI In Creative Work

During the discussion, Spielberg revealed that he has never used AI in any of his films, a statement that drew enthusiastic applause from the audience. The director emphasized that although artificial intelligence can be useful in certain disciplines, it should not replace the people responsible for storytelling and artistic expression.

“I am not for AI if it replaces a creative individual,” Spielberg said during the conversation.

The filmmaker explained that in his own creative process, including television writing rooms, he still relies entirely on human collaboration. According to Spielberg, there is no “empty chair with a laptop in front of it” representing an AI contributor. For him, the development of stories and characters remains a fundamentally human activity.

Spielberg’s stance reflects broader concerns across Hollywood, where writers, directors, and actors have increasingly debated how AI might affect jobs and creative control in the entertainment industry.

A Director Known For Exploring Technology

Despite his skepticism toward AI replacing creative professionals, Spielberg is not opposed to technology itself. Throughout his career, many of his films have explored futuristic technologies and their potential consequences.

His filmography includes classics such as Jaws, E.T. the Extra-Terrestrial, Close Encounters of the Third Kind, and Raiders of the Lost Ark. Spielberg has also examined the relationship between humans and advanced technology in projects like Minority Report, Ready Player One, and A.I. Artificial Intelligence.

These films often present technology as both a powerful tool and a potential threat, themes that echo Spielberg’s real-world perspective on artificial intelligence.

AI’s Growing Presence In The Entertainment Industry

Spielberg’s comments come at a time when AI tools are increasingly entering the filmmaking and television production landscape. Technology startups are developing AI-powered platforms designed to assist with script development, editing, and visual effects, often marketing them as tools that can reduce production costs.

Major streaming platforms are also exploring how artificial intelligence might streamline content creation. Amazon has reportedly begun testing AI tools for film and television production. Meanwhile, Netflix recently acquired an AI-focused filmmaking company associated with Ben Affleck in a deal reportedly valued at around $600 million.

While these developments could reshape how films and shows are produced, they have also sparked ongoing debates about whether AI will assist creative professionals or eventually replace them.

The Future Of AI In Hollywood

Spielberg’s remarks highlight a central question facing the entertainment industry: how to integrate new technologies without undermining the human creativity that defines filmmaking.

For independent filmmakers working with limited resources, AI tools may offer opportunities to reduce production costs or speed up certain tasks. However, many established creators argue that storytelling should remain driven by human imagination rather than automated systems.

As AI continues to evolve and spread across the entertainment industry, discussions like the one at SXSW suggest that Hollywood’s biggest names are determined to ensure technology enhances creativity rather than replacing it.

The Uber founder re-emerges with Atoms, a stealth robotics venture that quietly employed thousands before going public, and a philosophy about ‘gainfully employed robots’ that sounds a lot like Uber, but for warehouses.

For eight years, Travis Kalanick ran a company whose thousands of employees were not allowed to list their employer publicly. On March 13, 2026, he was ready to stop hiding it.

The company is called Atoms. It builds specialised industrial robots for food service, mining, and transport. And it has been doing so, quietly, since roughly 2017, long before the current wave of excitement about physical AI and humanoid machines.

Atoms is the rebranded version of City Storage Systems, the holding company Kalanick founded after leaving Uber in 2017. Its most visible subsidiary, CloudKitchens, the ghost kitchen operator that signed leases on commercial cooking spaces and rented them to food delivery brands, is being folded into Atoms as the parent company shifts its emphasis from food infrastructure to robotics platform.

The wheelbase for robots

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Kalanick’s core product thesis is what he calls a “wheelbase for robots”: a standardised mobility platform consisting of a common chassis equipped with power, compute, and sensors, which can then be outfitted for specific industrial tasks. The analogy he draws is to the automotive industry, where a single platform underpins multiple vehicle variants. Atoms wants to do the same for task-specific wheeled machines.

The pitch is deliberately anti-humanoid. While much of the robotics industry’s current attention has coalesced around bipedal machines, Boston Dynamics, Figure, 1X, and others, Kalanick is betting on what he calls “gainfully employed robots”: purpose-built, wheeled systems designed for high-cycle industrial environments where consistency and durability matter more than general dexterity.

To extend that platform into mining and autonomous transport, Atoms is on the verge of acquiring Pronto, the autonomous vehicle startup founded by Anthony Levandowski, the former Google and Uber engineer. Kalanick confirmed he is already Pronto’s largest investor.

Eight years of silence

The stealth period is the most striking element of the Atoms story. Ghost kitchens were a visible business, CloudKitchens’ properties appeared in cities across the US and internationally, and the company raised substantial capital. But the parent entity and its broader robotics ambitions were systematically obscured from the public record, employees included.

Kalanick has said little publicly about why. The most plausible explanation is competitive: a long development runway in a capital-intensive hardware sector requires protection from the attention of better-resourced rivals. Whether eight years of stealth have produced a product that can compete with the robotics programmes of Amazon, Tesla, and a dozen well-funded startups is what the next chapter of Atoms will have to prove.

Kalanick knows how to build companies that move fast and get very large. He also knows, better than most, how quickly a founder’s conviction about the future can collide with the present. Atoms is, at its core, a bet that the physical world is about to be digitised at industrial scale, and that the company best positioned to build the platform for that transition started quietly, in 2017, in a business that looked like kitchens.

“Just the anachronism of seeing Doom, one of the poster children for the moral panic around violent video games, on a Nintendo console is novel,” writes Kotaku — especially with the console’s underpowered “Super FX” coprocessor

Hampered by a nearly unplayable framerate, especially in later levels, and mired by sacrifices, like altered levels, no floor or ceiling textures, and the entire fourth episode being cut, [1995’s] Doom on the Super NES was not a good version of the game, but it was Doom running on the Super NES, and, for that alone, [programmer Randal] Linden’s genius deserves recognition.

But then in 2022 when Audi Sorlie interviewed Linden on the YouTube show DF Retro, “Not really knowing where fate was going to take us, I asked [Linden] a throwaway question regarding the source code for Doom.”

If you ever worked on this again, Sorlie asked, would you make any improvements or do anything differently?”

“Yeah,” Linden replied. “I have plenty of ideas if I could go back, but, you know, I don’t think anyone’s asking me to go back to Super Nintendo Doom and improve it.”

A few years passed, and Sorlie joined Limited Run Games as lead producer for their development department. When LRG asked him to run down his craziest ideas, a new, improved release of Randal Linden’s Doom loomed large. Convincing Linden was easy, and Sorlie said even the folks at license holder Bethesda were more amused than anything.

“You want to go back and develop for Super Nintendo?” they asked Sorlie. “Like, for real…?”

“The trick was actually pretty cool,” Linden said. “It’s right here.” He pointed to a chip on the prototype SNES cartridge, similar to the one Limited Run sent me to test out the game. “It’s a Raspberry Pi 2350.” Super FX chips are no longer in production for obvious reasons, but with a clever bit of programming, Linden was able to load software onto the Raspberry Pi that fools the SNES into thinking the game has one. “The Super Nintendo doesn’t know that it’s not talking to a Super FX,” he explained. When he programs for it, he writes code almost identical to what he’d write for an authentic Super FX chip.

“I had to go back and reverse-engineer my own code from 30 years ago,” Linden laughed. “It’s like, what was I doing here? And what was I doing there? Yeah, it was pretty tricky, some of the code. I was like, wow, I used to be very smart.” The result of Linden’s work? It’s Doom, running right on a Super Nintendo, but it’s smoother, packed with new content, and even includes rumble.

The U.S. Army said late Friday that it has signed a 10-year contract with defense tech startup Anduril. The deal could be worth up to $20 billion.

According to the announcement, the contract starts with a five-year “base period,” with the option to extend the deal for an additional five years, and it includes Anduril hardware, software, infrastructure, and services.

The Army describes the agreement as a single enterprise contract consolidating what had been “more than 120 separate procurement actions for Anduril’s commercial solutions.” 

“The modern battlefield is increasingly defined by software,” said Gabe Chiulli, the chief technology officer at the Department of Defense’s Office of the Chief Information Officer, in a statement. “To maintain our advantage, we must be able to acquire and deploy software capabilities with speed and efficiency,”

Anduril was co-founded by Palmer Luckey, who was previously known for selling VR startup Oculus to Facebook (now Meta). Facebook fired Luckey after controversy erupted following a news report that he’d donated to a pro-Trump political group.

Luckey has repeatedly insisted that the media misrepresented his political views, but according to a recent feature in The New York Times, Luckey and Anduril have been embraced by the second Trump administration, thanks to his vision for remaking the U.S. military with autonomous fighter jets, drones, submarines, and more. The company (named, like Palantir, for a magical object in “The Lord of the Rings”) brought in around $2 billion in revenue last year, the NYT says.

Separate reports suggest that Anduril is in talks to raise a new funding round at a $60 billion valuation. 

This announcement also comes as the Department of Defense is locked in a dispute with Anthropic, with the AI company suing the DoD over its designation as a supply chain threat following a failed contract negotiation, while OpenAI has faced consumer backlash and at least one executive departure after signing a Pentagon deal of its own.