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TechCrunch Mobility: Elon’s admission | TechCrunch

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Welcome back to TechCrunch Mobility — your central hub for news and insights on the future of transportation. To get this in your inbox, sign up here for free — just click TechCrunch Mobility!

Tesla earnings came and went, and much of it fell into the “we expected this” category. Investors seemed surprised by the $1.4 billion in free cash flow, which gave shares a brief bump, and revenue met or slightly exceeded expectations, depending on which batch of analysts you reviewed. 

The earnings call, however, did deliver one eyebrow-raising moment that prompted readers (including some ex-Tesla engineers and other founders in the industry) to reach out to me with some schadenfreude-tinted prose. CEO Elon Musk admitted that millions of Tesla owners will need hardware upgrades to run a future, more capable version of its Full Self-Driving software that doesn’t require human supervision. 

There are financial and legal implications for Tesla. As senior reporter Sean O’Kane wrote, Tesla owners with Hardware 3 cars have spent years bugging the company and Musk for a straight answer about whether they would be able to run this advanced version of Full Self-Driving — which, it should be noted, Tesla has not yet released or even proven it is capable of releasing. Tesla sold these Hardware 3 cars between 2019 and 2023.

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Now, here is the kicker and it made me guffaw. Musk said the company would need to physically upgrade each of these vehicles, a feat that would require Tesla to set up microfactories in several major cities to service potentially millions of vehicles. 

Microfactories? Yes, you heard correctly. This is not going to be cheap, and it could be one of the line items in Tesla’s capital expenditures budget, which it expanded to a whopping $25 billion this year. 

A little bird

blinky cat bird green
Image Credits:Bryce Durbin

Senior reporter Sean O’Kane obtained (and verified) an internal memo sent by Redwood Materials founder and CEO JB Straubel that announced layoffs and a restructuring. (Thanks to the little bird who shared it.) Straubel is a former CTO of Tesla.

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The company laid off around 135 employees, or roughly 10% of its workforce, as it restructures to better accommodate its growing energy storage business. O’Kane later learned several executives have also recently left. Chief operating officer Chris Lister is retiring, and at least three other VPs have left in recent months, with the company telling TechCrunch there has been a focus on reducing layers of management.


Last week, I shared that a new autonomous hauler startup (think a cabless autonomous big rig) backed by Eclipse was about to break cover and announce a seed round, thanks to a little bird. Welp, it happened just days later. 

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The San Francisco-based startup, called Humble Robotics, raised $24 million in a seed round. Eclipse led the round, which also included backing by Energy Impact Partners and RedBlue Capital, a small early-stage VC firm that is surprisingly active. 

As I had been told, Humble really is chock-full of Silicon Valley elite, including founder Eyal Cohen, who previously had stints at Apple special projects, Uber ATG, Pronto, and Waabi. He also founded Spark AI, which was acquired by John Deere in 2023. 

Other execs include Drew Gray, who has a similarly AV-heavy résumé, including early days at Cruise, before jumping over to self-driving trucks startup Otto, which was acquired by Uber. After leaving Uber, he became CTO at Voyage, which was then acquired by Cruise. 

A full-circle moment, cemented by this fun fact: Humble Robotics is in the same building Cruise was in right after the startup moved out of founder Kyle Vogt’s garage. I know, we keep circling back to 2016.  

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Except it’s not 2016, and Cohen and Gray talked to me about how much has changed since then, why this is the time to launch an AV startup, and where the industry is headed. Stay tuned for that story next week.

Got a tip for us? Email Kirsten Korosec at kirsten.korosec@techcrunch.com or my Signal at kkorosec.07, or email Sean O’Kane at sean.okane@techcrunch.com

Deals!

money the station
Image Credits:Bryce Durbin

Lyft stuck to the North American market for much of its history, while Uber took a global, expand-at-all-costs strategy. Lyft has been trying to catch up since last year when it bought German multi-mobility app Freenow from BMW and Mercedes-Benz Mobility for about $197 million in cash. 

Now it’s acquiring ride-hailing app Gett’s U.K. business. Lyft says the deal will give it the majority of registered black cab drivers across Greater London on the Lyft platform. The company didn’t disclose the terms, but Calcalist reported it was $55 million. 

The company is also building out other means of transport in the region, including its recently renewed partnership with Serco to provide the bikes and stations for Europe’s bike-share system Santander Cycles. Lyft is also planning to start testing autonomous rides in London with Baidu later this year. 

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Other deals that got my attention …

A&K Robotics, a Vancouver, Canada-based maker of autonomous vehicles for airports, raised an $8 million CAD Series A round led by BDC’s Industrial Innovation Venture Fund and Vantage Futures.

Decade Energy, which provides power infrastructure at logistics depots, raised €22 million in funding led by Eiffel Investment Group and SET Ventures, along with existing investors.

Reliable Robotics, a Silicon Valley startup developing autonomous systems for aircraft, raised $160 million in a round led by Nimble Partners, existing backers Eclipse, Lightspeed, Coatue, and Pathbreaker Ventures, and new investors Island Green Capital, Socium Ventures, AE Ventures (a strategic partner of the Boeing Company), RTX Ventures, Presidio Ventures (Sumitomo Corporation), UP.Partners, KAS Venture Partners, What If Ventures, Calm Ventures, Gaingels, and Mana Ventures. History lesson: Co-founder and CEO Robert Rose had a brief stint at Tesla where he was senior director of Autopilot and helped ship that first iteration in 2015.

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PlusAI and blank-check company Churchill Capital Corp IX terminated its SPAC merger deal due to market conditions.

Porsche is selling its stake in the Bugatti Rimac joint venture, which it formed in 2021, as well as electric-vehicle maker Rimac Group. Porsche, which holds a 20.6% stake in Rimac and a 45% stake in the joint venture, is selling to HOF Capital. Financial terms weren’t disclosed.

Notable reads and other tidbits

Image Credits:Bryce Durbin

Einride is adding 75 of its electric heavy-duty trucks to Amazon’s Relay freight network as part of a deal that gives the Swedish startup a toehold in the e-commerce giant’s operations. 

Ford and Chinese automaker Geely reportedly held talks about extending a European tie-up into the U.S., the Wall Street Journal reported. The implications, of course, would be Chinese vehicles entering the U.S. market. But it sounds like talks have stalled, leaving this consequential deal in limbo. Bloomberg reported that Ford has denied these claims

Porsche is adding another EV to its lineup. The Cayenne electric coupe will come to market in late summer. There’s some interesting data in my article on why this one might be a winner for Porsche. 

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The first customer-ready Rivian R2 SUVs rolled off the production line at its factory in Normal, Illinois, just days after it was hit by an EF-1 tornado that tore off part of the roof. Founder and CEO RJ Scaringe said Rivian doesn’t anticipate any delays to the R2, which are expected to reach customers in June. 

One more thing …

Image Credits:Kirsten Korosec

As diligent readers of this newsletter know, I test-drive a fair number of vehicles, and sometimes they are not EVs. Take the Aston Martin Vantage Roadster, for instance. I was anxious to get into the roadster, not just because this $205,000 chiltern-green machine is sleek, powerful, and a convertible. I wanted to test the Apple CarPlay Ultra, the next-generation infotainment system that projects iPhone content to the vehicle’s screens (including the instrument cluster) and integrates vehicle controls like the radio, performance settings, and climate. CarPlay Ultra first launched in the Aston Martin, which isn’t exactly easy to get my hands on. 

My first experience with Apple Ultra CarPlay last summer was mixed. It was great — when it worked, but it often didn’t. The problem seemed to be tied to a bug that showed two versions of the vehicle in the Bluetooth settings. 

This time around, the setup was instant and it never glitched. Hooray. And it always worked. This really matters for Aston Martin, which for years was stuck with Mercedes-Benz’ old COMAND system. (Mercedes ditched that system in 2018 for its new MBUX one).

When you purchase through links in our articles, we may earn a small commission. This doesn’t affect our editorial independence.

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Atech raises pre-seed from Sequoia, a16z, and Lovable

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The round amount is undisclosed. Backers include Nordic Makers, Emblem, the Lovable company itself, the Sequoia Scout Fund, and the Andreessen Horowitz Scout Fund. Lovable CEO Anton Osika personally endorsed the team. Atech lets users describe a hardware concept in natural language and receive a working prototype.


Atech, a Copenhagen-based AI hardware startup, has raised an undisclosed pre-seed round from Nordic Makers, Emblem, Lovable, the Sequoia Scout Fund, and the Andreessen Horowitz Scout Fund.

Founded by Vladimir Baran (CCO), Tomas Erik Harmer (CEO), and David Stålmarck (CTO), the company is building what it calls “vibe-engineering” for hardware, a platform that lets users describe a physical device concept in natural language and receive a working prototype, with all underlying technical complexity handled by the platform. 

The conceptual anchor is the parallel with what Lovable did for web application development. Lovable, the Swedish startup that allows non-developers to build full-stack web applications through natural language prompts, is valued at over $1 billion following rapid growth from its 2024 launch.

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Anton Osika, Lovable’s CEO, backed Atech directly and provided the company’s most significant endorsement: “I am seeing the same patterns Lovable had but for hardware. I’m really excited to see Atech’s journey. The team is one of a kind.”

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That institutional stamp of approval, from the founder of the software-vibe-coding category, is the most newsworthy element of the announcement and frames Atech explicitly as the hardware equivalent of an already-validated category.

The problem Atech is addressing is genuine and well-documented. Building a hardware prototype has traditionally required either years of specialised engineering expertise or significant capital to hire that expertise.

A developer can build and deploy a web application in a weekend using modern tools; the equivalent end-to-end hardware experience does not exist. This asymmetry has kept hardware innovation concentrated among a small group of specialists and within well-capitalised companies, while software development has been progressively democratised over the past decade through layers of abstraction that removed the need to understand compilers, memory management, or network protocols.

Harmer, Atech’s CEO, described the gap: “Software has an entire stack of tools that lets a teenager build an app in a weekend, hardware doesn’t, and we’re still working at the first level of abstraction. Atech is building the missing layers, so creating in the physical world can feel as fast and joyful as writing code.”

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The investor syndicate is notable for a pre-seed round and warrants careful characterisation. The Sequoia Scout Fund and the Andreessen Horowitz Scout Fund are scout programmes operated by Sequoia Capital and a16z respectively, through which scouts, typically founders and operators in the funds’ networks, make small investments (often $5,000 to $100,000) in early-stage companies on behalf of the firm.

Scout fund participation does not constitute a direct investment by Sequoia or a16z in the traditional sense, and does not imply follow-on commitment from the parent firms. For Atech, the value of scout participation is primarily signalling, proximity to two of the world’s most prominent venture capital firms, rather than the capital amount itself.

Nordic Makers is a Copenhagen-based angel investor collective with deep ties to the Danish and broader Nordic startup ecosystem. Emblem is a European seed fund.

Lovable’s participation as a corporate backer, rather than just as an endorser, gives the round a strategic dimension: Lovable has a direct commercial interest in seeing hardware development democratised, as it would expand the surface area for Lovable-style interfaces.

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The broader thesis Atech is operating within, which the company refers to as “Physical AI”, is gaining traction across the industry. Nvidia’s 2025 annual report framed Physical AI as its next major market opportunity: intelligent systems that sense, interact with, and act upon the physical world, including robotics, autonomous vehicles, drones, and industrial systems.

As these applications proliferate, the ability to rapidly prototype physical hardware becomes a competitive capability rather than a niche skill.

Whether a natural-language-to-prototype platform can genuinely close the hardware-software gap depends on how far the abstraction stack Atech is building can reach: PCB layout, component selection, firmware, and manufacturing considerations are all domains where the penalty for getting things wrong is a physical object that does not work, not a bug fix pushed in a pull request.

That is a harder problem than Lovable solved, and it is the question the company’s first customers will answer.

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A Trackball 3D Controller | Hackaday

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We use CAD packages in our 3D work, and it’s likely that many of us have become annoyed by the limitations of controlling the view of a 3D object using a 2D interface, our mouse. Joystick-like 3D controllers exist for this purpose, but [David Liu] found them inconvenient. He tried a trackball, but that didn’t improve matters. His response was to take the trackball and change the way it controlled the software, turning it from the equivalent of a ball rolling over a surface to a ball representing the object on the screen itself. He can turn and rotate the object intuitively just by moving the ball.

He started with a Kensington off-the-shelf trackball and adapted its electronics and handy twin optical sensors such that it worked in the required fashion. There was a lot of iterating and tuning to get the control feeling right, but he’s ended up with a peripheral that replaces both mouse and 3D joystick, and leaves the other hand free for those keyboard shortcuts.

He’s making a go of it as a product called the Rotatrix, which is definitely worth a look. But we know the Hackaday community, and we’re sure this will have given some of you ideas as to other new ways to control your CAD models. Here’s to a new era of useful peripherals!

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Here’s How Much San Francisco Tech Companies Pay for Police Protection

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Elon Musk called violent crime in San Francisco “horrific” and moved the offices of his social media business X outside the city in 2024 because of safety and business considerations. Other local tech companies have attempted to address their security concerns by partnering directly with cops.

Airbnb and Salesforce are among businesses that for years have contracted San Francisco police to protect their offices on a regular basis, according to public records obtained by WIRED. Airbnb, for example, spent roughly $428,443 for the presence of uniformed, armed officers in 2024, the most recent year for which complete data was received. Salesforce shelled out about $727,907 through a security vendor. The payment amounts have not been previously reported.

Salesforce hired police to protect its offices in San Francisco’s tallest structure, known as Salesforce Tower, as well as a nearby building in the city’s busy downtown area. It also spent nearly $41,000 for officers at its TrailblazerDX 2024 conference hosted at the city’s convention center.

The security practices of tech companies in San Francisco have received renewed attention in recent weeks after a man allegedly threw a molotov cocktail toward the home of OpenAI CEO Sam Altman and tried to barge into the company’s headquarters by ramming a chair into the building’s glass doors. Authorities allege the suspect wrote a document criticizing AI technologies that outlined a goal to kill Altman and referenced the names of other AI executives. He is facing state and federal prosecution but hasn’t entered formal pleas yet.

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OpenAI and Anthropic, the two leading generative AI model developers based in San Francisco, have not been regular customers of the city rent-a-cop program, according to police spokesperson Allison Maxie.

Salesforce, Anthropic, and Airbnb declined to comment. OpenAI did not respond to requests for comment.

The contracting program is known locally as 10B, which is also the section of the city code authorizing it. Any person, company, or organization that desires extra personnel or equipment for “law enforcement purposes” can request “such personnel to perform such services,” as long as the police chief signs off on it first. Under the law, companies pay the same hourly rates for officers that the city would, including overtime. In early 2024, the rate for a standard officer was $135 an hour during the day, while a lieutenant fetched up to nearly $190 at night, records show.

The program is often used by organizations hosting concerts, events, and conferences, as well as by sports teams that need additional security. The largest spender in 2024 was the San Francisco Giants baseball team, with a bill approaching $1.9 million. That year, at least four National Basketball Association teams paid a collective sum of about $16,500 for police escorts.

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Several tech companies used the program on one-off bases in 2024. Records list OpenAI as paying $813.43 for unspecified coverage at the Asian Art Museum, Microsoft having a single bill of $1,622.16, and Zoox running a tab of $838.43. Occasional or one-time customers in prior years have included Affirm, Cruise, Datadog, and Fanatics.

Zoox spokesperson Marisa Wiggam said police protected a large offsite gathering for employees and that it is open to using the program again if a need arises. Microsoft and Affirm declined to comment. The other companies did not respond to requests for comment.

The program has been used more regularly by houses of worship, office building landlords, retail stores, and bank branches, including Apple, Bank of America, Best Buy, Bloomingdale’s, Chase, Lululemon, and Sephora, records show. The firm Security Industry Specialists paid over $1.2 million in 2024 for what police records described as coverage at three Apple stores, making it the year’s second-largest customer.

An estimated 80 percent of police departments across the country allow moonlighting by officers informally or through formal policies like San Francisco’s, according to a survey from over a decade ago by Seth Stoughton, faculty director of the University of South Carolina’s Excellence in Policing & Public Safety Program. Some cities have raised concerns about the conflicts of interest and liability risks posed by the arrangements. But agencies that permit them say they benefit community relations and officers’ wallets, Stoughton’s survey found.

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Does Costco Accept Returns On Tires?

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Folks who pony up for the privilege of purchasing bulk goods at big-box wholesaler Costco might be quick to tell you there are many reasons they opt to shop there. While it may not be the first reason they list, it’s likely that the wholesale chain’s customer-friendly return policy is one of the more legitimate pluses. If you’re unaware of Costco’s policy, it offers a 100% satisfaction guarantee on virtually any item you purchase within its walls.

That, of course, means that almost any item you buy at your local Costco can also be returned within 90 days of purchase. “Almost” would be a word worth keying in on when it comes to the wholesaler’s policy, however, as there are some items that are simply not eligible for a return. Costco does, after all, sell virtually everything you can imagine these days, including even tires for cars, trucks, and SUVs. Since the chain’s wholesale setup allows it to undercut some retailers on pricing for desirable models from the major tire manufacturers, tires have become big sellers at Costco.

However, if you choose to buy your tires there, you may not be able to return them, as Costco has designated them as items with a “limited useful life expectancy.” That list also includes things like batteries, which begin to degrade almost immediately after being installed. That fact is enough to disqualify tires from its otherwise liberal return policy. There are, however, scenarios in which tire returns may be accepted at Costco.

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What to know about Costco’s policy on tire returns

Regarding those products with “limited useful life expectancy,” it appears that Costco’s no-return policy applies to items that have already been used. For instance, batteries that have been opened and installed in a device cannot be returned. Ditto for tires that have already been installed on a vehicle and driven on. If, however, you purchased your new tires online from Costco and decided that you no longer wanted or needed them, they can be returned unused to the store for a refund.

According to Costco’s FAQ page for tire purchases, there are two avenues available to members who’ve decided they don’t want to keep their tires, with the wholesaler offering a refund to those who promptly visit the Wholesale Tire Center once the tires have arrived. You can also contact Costco directly, and a representative will submit a refund request on your behalf. That refund can be credited back to your original method if you purchased the tires from Costco.com. However, exchanges are not an option in this scenario, with Costco requiring shoppers to place a separate order if they want different tires.

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While Costco will apparently not accept returns on installed or used tires, shoppers may not be completely out of luck if they are not satisfied with their new tires. That’s because many manufacturers offer warranty coverage on their tires for as many as 60 days, as is the case with the family-owned Michelin brand. Those policies tend to require that customers return the tire to the point of purchase, where sellers like Costco can offer an exchange for a tire of equal or lesser value.  



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Samsung Wallet’s new Trips feature just made organizing travel easier

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  • Samsung is rolling out a new ‘Trips’ feature to Samsung Wallet
  • This automatically groups your travel plans, creating a timeline within the Wallet
  • You can also manually add itinerary items and notes

Samsung Wallet just got a big upgrade, as the company is now rolling out what it calls ‘Trips’ — a feature that lets you organize and manage your travel plans all in one place.

You can add all your travel tickets to Trips, whether they’re for flights, hotels, buses, trains, car rentals, sporting events, or excursions, and then it automatically groups them together based on things like time and location, and creates a travel timeline.

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Two Hot Climate Tech Startups Just Raised $1 Billion+ in IPOs

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Public stock exchanges “appear to be warming to climate tech startups,” reports TechCrunch. “Or at least some of them.”

This week, nuclear startup X-energy went public, raising $1 billion in an upsized share offering that appears to have delivered a windfall for its investors, including Amazon [and Google]. Retail investors apparently can’t get enough, with the stock popping 25% in its first hour of trading. Also this week, geothermal startup Fervo said it filed for an initial public offering. The size of the Fervo IPO has yet to be disclosed, but private investors have valued the company at around $3 billion, according to PitchBook.

The move to go public aligns with what investors told TechCrunch at the end of last year. After years of tepid attitudes toward climate tech companies, they expected public markets to start welcoming energy-related startups. Nearly every investor that weighed in on the question said the startups with the best chances of going public specialize in either nuclear fission or enhanced geothermal. Fervo, specifically, was mentioned several times. Thank data centers for that. The AI craze has taken a trend of rising demand for electricity and made it sexy and salable.

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Semiconductors core to Tyndall’s five-year strategy

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The institute said its strategy is aligned with government policies such as Silicon Island and Impact 2030 while helping towards Ireland’s obligations under the European Chips Act.

Tyndall National Institute is aiming to place itself at the core of Ireland’s semiconductor ecosystem, while strengthening Irish and European positions in the sector, with its new five-year strategy.

‘Tyndall 2030’ is aligned with government policies such as ‘Silicon Island’ and ‘Impact 2030’ while helping towards delivery of Ireland’s obligations under the European Chips Act, according to the organisation.

Launching its strategy on Saturday (25 April), Tyndall noted the centrality of semiconductors to every aspect of modern life and their importance to Ireland and Europe’s competitiveness and digital sovereignty.

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The framework plans for a “significant expansion of Ireland’s semiconductor capability, through increased infrastructure, investment in research programmes and the development of future talent”, according to Tyndall.

“Tyndall 2030 is about translating world-class research into real-world impact,” said Prof William Scanlon, CEO of Tyndall.

“We are investing in both our people and our infrastructure to expand the footprint of Tyndall as a national asset, one that connects ideas, accelerates innovation, and delivers measurable economic value.

Tyndall 2030’s five core pillars are cited as research leadership, innovation, infrastructure, talent and optimal positioning of Ireland in the space. The body plans to “significantly scale its economic and societal impact” by growing annual income to more than €80m and expanding its workforce to more than 750 people.

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Taoiseach Micheál Martin, TD said: “Tyndall, along with Ireland’s national semiconductor strategy, Silicon Island, is ensuring that Ireland remains a global leader in the technologies that underpin everything from climate action to AI data centres.”

The University College Cork-based institute said it is currently “widely recognised as a European and global leader in semiconductor research and advancement” and “plays a central role in Ireland’s semiconductor ecosystem” across “the full technology value chain”.

Minister for Further and Higher Education, Research, Innovation and Science James Lawless, TD said: “Tyndall 2030 sets out an ambitious vision to strengthen Ireland’s research and innovation capability in the critical technologies that will shape our future.”

Silicon Island is a part of the Programme for Government, is aligned with the European Chips Act and the EU Digital Decade, and aims to supercharge the country’s semiconductor industry through skills development, boosting R&D, the development of the domestic semiconductor ecosystem and attracting foreign investment.

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The antidote to Zombie Projects that drain productivity is AI

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We’ve all had that sinking feeling after a long weekend or holiday: opening our inbox to find projects that haven’t yet moved forward but haven’t been scrapped either. They sit in limbo, quietly draining time and reducing productivity.

These are what we call ‘Zombie Projects’, and they are becoming a real productivity problem for UK businesses. Our recent research found that 41% of UK workers usually carry projects over from one year into the next, and 90% of respondents surveyed globally say they’ve caused problems.

Sven Peters

AI Evangelist at Atlassian.

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Why Blue Badges Disappeared From Toyota Hybrids

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Toyota regularly weighs in as the world’s largest automaker by volume, and even if you aren’t sure what the Toyota name actually means or where its logo comes from, the company’s badge is easily one of the most recognizable ones in the world. However, if you’ve looked closely at the badge on certain Toyota models over the last decade and a half, you may have noticed different colors on some models.

The logo itself, with its overlapping ovals representing the letter “T” and a steering wheel, is the same — but some vehicles add a blue-colored halo to the design. The blue emblem was used on Toyota’s hybrid models, serving as a subtle way to distinguish Toyota hybrids from their non-hybrid counterparts for years. This was particularly important for models like the Camry and RAV4, which were formerly offered with both hybrid and non-hybrid powertrains.

In late 2023, however, Toyota began to phase out the familiar blue badges on its hybrid models. This was primarily driven by the automaker’s move toward its then-new “Beyond Zero” branding, which encompasses all its electrified models, as well as other alternative-fuel vehicles it makes. Most notably, the shift comes as an increasingly large part of Toyota’s lineup comes standard with hybrid powertrains.

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From one hybrid era to another

The blue halo Toyota badge first appeared on the third-generation Prius when it debuted in 2009. While the Prius has suffered a dip in popularity in 2026, the wedge-shaped hybrid was the model that symbolized Toyota’s hybrid technology more than any other in the 2000s and early 2010s – and the blue Toyota badge was one of its unique touches. As the hybrid lineup continued to expand, the blue Toyota badge would appear on other hybrid models like the Camry, Corolla, and RAV4, which were sold alongside their non-hybrid counterparts wearing the standard Toyota badge.

By the early 2020s, most of Toyota’s cars and smaller SUVs were offered with available hybrid powertrains, almost making the blue hybrid badge a formality rather than a unique identifier. Likewise, the growth of the EV market and new brands like Tesla had begun to overshadow Toyota’s increasingly mainstream hybrid lineup as the poster children for low-emissions motoring.  

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Enter the Beyond Zero branding. While other automakers went all-in on EVs, Toyota’s Beyond Zero approach is much more diversified, and includes the company’s vast gasoline-electric hybrid lineup along with plug-in hybrids, full EVs, and hydrogen fuel cell vehicles. With this new approach, it was time to kiss the old, blue Toyota hybrid logo goodbye.

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Welcome to Beyond Zero

With the old badges gone, Toyota opted for a subtle new blue dot emblem on the rear to represent the Beyond Zero branding. The same emblem also appears on all of Toyota’s newer electrified models. This new badge first appeared on the new 2023 Prius, and really hit mainstream awareness with the redesigned 2025 Camry, which introduced a standard hybrid powertrain across the lineup.

Along with the move away from the blue Toyota logo badge itself, Toyota also began to do away with the old “Hybrid” badging in favor of “HEV”, which stands for ‘hybrid electric vehicle”. Meanwhile, Toyota’s all-electric models, like the bZ, get the same Beyond Zero blue dot emblem, but with the letters “BEV” for “battery electric vehicle”.

Toyota hybrids may no longer be the hippest or most fashionable way to advertise one’s green sensibilities, but that’s probably a good thing for both Toyota as a company and for our planet. Not only are Toyota hybrids more refined and more popular than ever, but the company’s fuel-saving technology has also become so widespread and so normalized that the cars no longer need their own version of the Toyota badge. In fact, if they’d kept the blue badge for all hybrid models, it’s likely the original badge that would have become the outlier.

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The next iPhone moment might come from an AI company, not Samsung or Apple

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Your smartphone has a pile of apps. OpenAI wants to replace all of them with one AI agent that just gets things done. That’s the vision behind the company’s plans to build its own smartphone, complete with a custom processor co-developed with MediaTek and Qualcomm, as first reported by analyst Ming-Chi Kuo on X.

And Sam Altman seems to agree. In a post on X, the OpenAI CEO wrote, “feels like a good time to seriously rethink how operating systems and user interfaces are designed.” That is not a subtle hint.

feels like a good time to seriously rethink how operating systems and user interfaces are designed

(also the internet; there should be a protocol that is equally usable by people and agents)

— Sam Altman (@sama) April 26, 2026

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Why would OpenAI want to make a phone?

We have seen earlier attempts at developing truly agentic AI in the form of Rabbit, Humane AI Pin, and other AI devices. However, those devices lacked the tight integration with our phones, apps, and services, resulting in failure. It seems that OpenAI wants to sidestep the limitation by creating its own phone to provide users with a true AI assistant. 

There are three solid reasons. First, to deliver a truly comprehensive AI agent experience, OpenAI needs full control over both the software and the hardware. Relying on Android or iOS means playing by someone else’s rules.

Second, your smartphone knows more about you than any other device. It tracks your location, your habits, and your daily context in real time. That kind of data is gold for an AI agent trying to anticipate your needs before you even ask.

Third, smartphones are and will remain the biggest device category on the planet. If OpenAI wants to scale, this is where it needs to be. 

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How will the AI actually work on this phone?

According to Ming-Chi Kuo, the new OpenAI smartphone will work on a two-layer system. The phone will handle lighter tasks on-device, like understanding your context, managing memory, and running smaller AI models. Heavier tasks get offloaded to the cloud. 

It’s similar to what Apple does with its iPhone and Private Cloud Compute, but OpenAI has the benefit of an actually working artificial intelligence model and not the disaster Apple calls Apple Intelligence.

On the business side, OpenAI is likely looking at bundling hardware with subscriptions, similar to how Apple bundles services, while also building a developer ecosystem around its AI agents.

Who is helping OpenAI build this thing?

Mr. Kuo reports that MediaTek and Qualcomm are the processor co-development partners, while Luxshare is the exclusive system co-design and manufacturing partner. Luxshare is particularly interesting here. 

According to Kuo, the company has long tried to challenge Hon Hai’s (read Foxconn) dominant position in Apple’s supply chain without much success. This project gives Luxshare an early foothold in what could be the next major smartphone generation, and that is a big deal for the company.

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2028 feels far away, but if OpenAI pulls this off, the smartphone you are using today might look very different in the near future.

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