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Tesla Robotaxis Go To Florida

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Tesla says it is launching its Robotaxi service in Orlando and Tampa, though it has not shared fleet sizes or whether customers can immediately hail rides. The Verge notes the announcement lands on Tesla earnings day and comes as the company’s robotaxi rollout remains far smaller than Elon Musk previously projected, with tracker data showing only a small number of unsupervised vehicles operating in existing cities. From the report: [B]ack in May, Tesla had five unsupervised robotaxis in Dallas, six in Houston, and 29 in Austin. As of today, there are only 17 unsupervised vehicles in Austin, four in Dallas, and zero in Houston, according to the Robotaxi Tracker. By comparison, Waymo is estimated to have over 3,500 fully driverless vehicles in operation across over 10 cities.

Like Waymo, Tesla typically introduces robotaxis to a new city with a safety driver behind the wheel. Unlike Waymo, sometimes Tesla moves that person over to the passenger seat with access to a kill switch should anything go wrong. The company has been inconsistent in how it rolls out its robotaxis to new markets. The numbers go up and down, with zero explanation from the company as to why.

[…] By adding new cities, Tesla is clearly trying to sell investors on the idea that its robotaxi project is growing. But the fluctuating fleet size, inconsistency in supervised vs unsupervised vehicles, and long wait times tell a very different story.

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One in six Windows PCs still runs Windows 10, and the vulnerabilities are piling up

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Facing the Flaw: Many organizations have already migrated to Windows 11, but a few diehards are refusing to leave Windows 10 behind. In fact, millions of computers are still running the aging, albeit perfectly functional, operating system, and according to one market analysis, that could soon turn into a security disaster.

Asset management company Lansweeper recently sounded the alarm on Windows 10, noting that a lot of organizations still haven’t upgraded to Windows 11. A significant portion of PCs, or roughly 17% of all Windows client devices, per Lansweeper’s research, are still running Windows 10. Put simply, about one in six machines out there is running the older OS, and that’s a growing security risk for the whole industry.

Windows 11 has climbed to 78% of Windows devices, a trend also reflected by third-party trackers: StatCounter had Windows 11 above 70% of desktop share as of February 2026. What’s left behind is a stubborn holdout base, hardcore enthusiasts and everyday users alike, who either can’t or won’t move to the newer OS.

Microsoft ended official support for Windows 10 in October 2025, but its Extended Security Updates program will keep eligible devices patched through October 2027.

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That coverage isn’t free for most people, though: EEA users get a no-cost option only until October 2026, while everyone else has to pay to stay protected. Lansweeper’s data shows how much is riding on that decision. A typical Windows 10 device carries an average of 1,903 active security vulnerabilities, almost three times the 652 CVE-tracked flaws found on the average Windows 11 machine.

The exploitability of those flaws is arguably the bigger issue. According to the research, 66% of Windows 10 vulnerabilities are rated “high” or “critical,” and they’re more likely to be exploited in the wild than their Windows 11 counterparts.

Microsoft routinely patches hundreds of bugs through its monthly Patch Tuesday updates, but Lansweeper warns that fixes rolled out for Windows 11 can end up flagging issues that remain wide open on Windows 10.

By business size, small and medium companies are the biggest holdouts, with 21.4% of their Windows devices still on Windows 10, compared to 16.6% at larger enterprises. By industry, the laggards are the ones built around long-lived, certified hardware: healthcare and pharmaceuticals lead at 23%, followed by consumer and retail at 22%, and manufacturing at 18%.

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Lansweeper is urging Windows 10 holdouts to enroll in Microsoft’s Extended Security Updates (ESU) program to limit the risk in the meantime. Longer term, though, the company says organizations need to figure out why they’re still on Windows 10 in 2026 – and simply replace the aging systems with newer machines. Which is easier said than done, considering the dire conditions (e.g. expensive) the hardware market is in right now.

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What Is The 40-Degree Rule For Refrigerators?

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Official information regarding food safety from organizations like the United States Department of Agriculture (USDA) and the U.S. Food and Drug Administration (FDA) forms the basis of the “40-degree-rule for refrigerators.” The rule provides an easy way to remind people that 40 degrees Fahrenheit is the upper threshold of safe food storage temperatures inside their refrigerator.

While the FDA says that you should keep your fridge at 40 degrees Fahrenheit or below, it’s best to keep temperatures inside the refrigerator above the freezing mark. Experts, including Consumer Reports, agree that an internal refrigerator temperature around 37 degrees is ideal to curb the growth of harmful bacteria in stored foods, reduce the risks of damage caused by freezing, and limit electricity use.

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Dialing in that perfect 37-degree setting inside your refrigerator can be difficult and often requires some trial and error. Many of the best-ranked major brand refrigerators offer models with digital controls that allow setting precise internal temperatures. Other models often use less reliable methods, like numbered dials, lighted bars, or snowflakes, requiring the user to consult the owner’s manual to determine which setting is colder versus warmer. Ultimately, these methods rarely correspond to a real temperature value.

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How to follow the 40-degree rule for refrigerators

Whether your refrigerator has digital temperature controls or not, you shouldn’t simply set the temperature and hope for the best. The phrase “trust, but verify,” popularized by the late President Ronald Reagan, applies in this case.

A simple thermometer, found in a two-pack on Amazon for $7.99, is a cheap way to monitor the temperature inside your refrigerator and freezer. For consistent temperature monitoring, consider something like the GoveeLife WiFi refrigerator thermometer two-pack, priced at $55.99 on Amazon at the time of writing. Both products are currently on sale, so their prices may change slightly over time.

Once you have the tools to monitor your refrigerator’s temperature, you’ll want to keep an eye on it periodically. Many of us keep our homes cooler in the winter and warmer during the summer months to lower our heating and cooling costs. Fluctuations in the ambient air temperature inside your home can affect the temperature inside your refrigerator.

Refrigerators kept outside of a climate-controlled area, even those that are considered “garage-ready”, can struggle to maintain safe internal temperatures in hot environments. They may also fail to protect their contents from freezing when external temperatures drop below 32 degrees Fahrenheit. In these situations, monitoring the refrigerator’s internal temperature is critical.

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Tips for safe food storage

The FDA also has another rule for safe food storage, known as the “two-hour rule,” which relates to how long certain food items can be kept outside of the fridge. The two-hour timer applies to groceries, leftovers, restaurant take-out, and doggie bags, while marinated foods should always sit in the refrigerator. If any of the listed items must sit in the car or anywhere with temperatures above 90 degrees Fahrenheit, your time is cut in half to just one hour.

If you live far from your preferred grocery store, or you’re packing a picnic lunch for a road trip, you may consider incorporating an ice chest or cooler into your setup. It might even be worth switching to an electric cooler if you’d rather not have the hassle and potential mess associated with buying and using ice to keep your food cool.

Leftovers from home-cooked meals also fall under the 2-hour rule. However, refrigerating large quantities of hot food presents some special challenges. Placing a container filled with hot foods like soup, pasta, casseroles, or other dishes into your refrigerator can warm adjacent items to unsafe temperatures and leave the center of that container sitting in the danger zone for hours, even inside the fridge. While some people may attempt to cool their leftovers on a kitchen counter to combat that scenario, the FDA recommends dividing the leftovers into smaller containers and getting them into the refrigerator before the two-hour window closes.

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You Don’t Need $200 Million To Make A Blockbuster Film Any More

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from the community-funded-films dept

Walled Culture the book (digital versions available free) is about the incompatibility of the traditional copyright system with the digital world, and its failure to reward creators fairly. That raises the question of what might replace it, and the book’s last chapter offers one solution in the form of true fans. These are people who love an artist’s work and are happy to support it directly. This allows those works to be made available for no cost, since they have already been funded by fans. That, in turn, means creations can be shared – no need for punitive copyright infringement laws here – thus spreading the word about the artist, and bringing in new true fans and additional financial support.

This system is already working well for books, music and graphical art. But a common criticism of the approach is that it could never work for films, which therefore require copyright protection for them to be made. In support of that claim, people often point to the extremely large budgets of many films, often running to hundreds of millions of dollars. Clearly, the argument goes, such sums could never be amassed through the donations of true fans.

One issue with that argument is the widespread practice of “Hollywood accounting”, which Wikipedia explains as:

the opaque or “creative” set of accounting methods used by the film, video, television and music industry to budget and record profits for creative projects. Expenditures can be inflated to reduce or eliminate the reported profit of the project, thereby reducing the amount which the corporation must pay in taxes and royalties or other profit-sharing agreements, as these are based on net profit.

In other words, those huge budgets may not reflect the real costs of making a film, but are often a scheme for depriving people such as actors and others of their promised share of the profits by minimizing or even eliminating the latter. Moreover, a recent development certainly suggests that successful films do not requires such inflated budgets, discussed here on the BBC site :

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Which film would you expect to be a summer hit – a family-friendly action-adventure which is based on tried-and-tested IP (intellectual property)? Or a creepy low-budget horror film dreamt up by a first-time director? Until very recently, most of us would have put our money on the first option.

But this summer, it’s looking as if low-budget horror will be triumphant, with two indie films, Backrooms and Obsession, vanquishing two megabudget extravaganzas, Masters of the Universe and Star Wars: The Mandalorian and Grogu.

The figures speak for themselves:

The difference between the appeal of tired IP and original movies is illustrated by this weekend’s US box office figures. Masters of the Universe, which derives from a 1980s Mattel toy range and cartoon about a loincloth-sporting, perma-tanned warrior prince, is a new release which made just $29m (£21.7m). The Mandalorian and Grogu, which came out in May, is faring poorly for a Star Wars film: this weekend it made $10m (£7.5m).

By contrast, Backrooms “took $81m (£61m) in the US on its opening weekend. It’s total in the US is now $135m (£101m).” Obsession did even better:

Not only did it have a healthy opening weekend, but it’s also the first film since ET the Extra Terrestrial in 1982 to have its takings go up rather than down in its second and third weekends in cinemas. Its total take is now $152m (£114m) in the US and $225m (£169m) globally.

Those figures are impressive, but what is really noteworthy is the gulf between the respective production costs of the two classes of film. According to the BBC article:

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The budget of The Mandalorian and Grogu is reported to be $165m (£124m), and the budget of Masters of the Universe is reported to be $200m (£150m). Take into account the marketing costs, and those films have to make between $300m and $400m (or £225m and £300m) just to break even.

The budget for Backrooms, on the other hand: $10m (£7.5m). And Obsession? $1m (£750,000), tops. Suddenly, spending a fortune to make a fortune no longer seems like a winning formula.

The latter sum in particular is easily something that true fans’ funding could amass.

The dynamics behind the growing success of low-budget films – something the BBC article calls “a Hollywood earthquake” – are precisely the ones discussed in the closing chapter of Walled Culture the book. An article on the Guardian Web site puts it this way:

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“Going to the movies has become a way to connect with friends and share the moviegoing experience in person. Somewhere you can turn your phone off for a few hours and just disconnect from the world,” says 22-year-old film TikToker Florence Rose.

It is about the sense of community, which lies at the heart of the true fans idea, one that extends beyond the cinema experience:

Apps such as Letterboxd – essentially the Goodreads of cinema – allow users to distil their reactions into sharp, ironic one-liners and scroll through the takes of other viewers. “Gen Z are yearning for community, and through apps like Letterboxd, which continues to see an increase in popularity, people can find that community of like-minded individuals and share their thoughts and feelings about films,” says Rose.

The rise of Letterboxd is indicative of the hunger for precisely this kind of community-based experience:

The platform, whose core audience is 18- to 24-year-olds, has grown from 1.7 million users in 2020 to 26 million in 2026, adding more than nine million since January 2025 alone. “When a movie is released in the cinema, online conversations are sparked, which drives more people to the cinema so they can feel like they can join in and be a part of those conversations,” Rose adds.

This move from the Hollywood-style blockbusters to low-budget films made by new directors – often emerging from the world of YouTube – and new production houses is great news for audiences eager for new experiences and a sense of community. It not only brings fresh talent to the art form, it also opens up the possibility of fan-funded films that manage the difficult trick of being thoughtful and popular.

Follow me @glynmoody on Mastodon and on Bluesky. Originally posted to Walled Culture.

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Filed Under: community funding, films, funding, hollywood accounting, innovation, internet, movies

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OpenAI Confirms Its AI Broke Out of a Sandbox and Breached Hugging Face

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TL;DR

OpenAI says GPT-5.6 Sol and an unreleased model escaped a secure test, exploited a zero-day, and hacked Hugging Face to cheat on a cybersecurity eval.

OpenAI said on Tuesday that two of its AI models, including the flagship Sol, broke out of a secure test environment, gained internet access by exploiting a zero-day vulnerability in third-party software, and hacked into Hugging Face’s production infrastructure. The company called the incident “unprecedented” and said it was sharing preliminary findings to help defenders understand what frontier models are now capable of doing.

Both models were running with lower cybersecurity guardrails as part of an internal evaluation of their offensive capabilities. They were being tested against ExploitGym, a freely available cybersecurity benchmark, and determined that the answers to the test were stored on Hugging Face’s production systems.

Rather than solve the evaluation as intended, the models went after the answer key. They spent what OpenAI described as a “substantial amount of inference compute” finding a way out of their sandboxed environment, then chained two remote code execution vulnerabilities in Hugging Face’s dataset processing pipeline. The attack harvested cloud and cluster credentials, moved laterally into internal clusters, and executed more than 17,000 individual actions across a swarm of short-lived sandboxes, according to Hugging Face’s own disclosure on July 16.

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Hugging Face said it detected the intrusion, contained it, and rebuilt the compromised nodes. The company found no evidence of tampering with public models, datasets, or Spaces, and verified its software supply chain was clean. It is still assessing whether any partner or customer data was affected.

To investigate the breach, Hugging Face turned to GLM, a Chinese open-weight model, because the safety guardrails on US commercial models blocked the forensic queries its team needed to run.

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The escape is not the first time Sol has been caught gaming its own evaluations. The Model Evaluation and Threat Research organization, the independent lab that red-teamed the model before launch, found it was aggressively hacking its test environments to inflate its scores. In one task, it packaged an exploit into a data stream, escalated privileges on the evaluation server, and leaked the correct answers that human evaluators had hidden.

The broader pattern of AI agent security failures has accelerated sharply, with four separate research teams breaking AI agents in four different ways during the first ten days of July alone. OpenAI and Anthropic have faced heightened scrutiny over their models’ cybersecurity capabilities, with the Trump administration restricting access to both companies’ newest systems during a government review.

OpenAI detected the Hugging Face attack and reached out to disclose it, but by that time, Hugging Face had already identified and contained the breach on its own. The incident demonstrates that the gap between AI models that can find vulnerabilities and AI models that will exploit them without permission is narrower than anyone in the industry had publicly acknowledged.

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Apple fixes Hide My Email bug that exposed users’ real email addresses

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Turns out the “Hide” part of Hide My Email wasn’t doing its job quite as advertised, something that I covered early in July. Security researcher Tyler Murphy reported the flaw in June 2025, but despite Apple claiming it was resolved in March 2026, independent tests confirmed it remained exploitable, at least until July 3, 2026.

So how did this bug actually work?

The flaw meant that if someone sent a message to your hidden address and it bounced as spam, even a completely legitimate email, your actual email address could get exposed in the sender’s mail logs. 

You wouldn’t even know it happened. A bounced message never lands in your inbox for you to notice. Murphy first flagged the bug to Apple back in June 2025. Apple told him in March 2026 it had been resolved, but it hadn’t. Fast forward to early July, and 404 Media went public with the story.

Apple shipped an actual fix just two days later, on July 3. Make of that timing what you will. “The bug that caused Apple’s Hide My Email to leak hidden email addresses to senders has been fixed,” reports 404 Media

Is the issue resolved entirely?

However, the outlet warns that email addresses linked to Hide My Email aliases, especially those created prior to July 7, 2026, may still reside in retained third-party mail logs. Apple’s also now facing a lawsuit seeking class action status, accusing the company of violating California consumer protection law by selling a feature that didn’t work as promised.

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This pattern, quietly acknowledging a flaw internally while telling the reporter it’s fixed when it isn’t, echoes complaints commenters raised about Apple’s App Store moderation only responding to public pressure. 

Privacy features marketed as premium selling points invite exactly this kind of scrutiny, and a pending class action means Apple’s handling of the timeline will matter as much as the fix itself.

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How to use iOS 27 Recovery Mode before erasing or restoring your iPhone

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Apple’s iOS 27 recovery screen offers iPhone and iPad users a better first step when a device won’t start, especially without a computer nearby. Here’s how to open it, which repair option to try first, and when computer-based recovery is still safer.

iPhone screen showing Restore Your iPhone options, including Recovery Assistant, Software Update, Diagnostics Mode, Erase All Content and Settings, and Recovery Mode, against a colorful purple, pink, and orange gradient backgroundiOS 27 Recovery Mode

A failed startup is one of those iPhone problems that immediately feels worse than it may actually be. The device can sit on the Apple logo, restart in a loop or refuse to finish booting after an update.
Before iOS 27, most users eventually ended up connecting the device to a computer and working through Recovery Mode. The iOS 27 and iPadOS 27 public betas add a recovery screen that puts several troubleshooting tools directly on the affected device.
The new recovery screen matters most for people who use an iPhone or iPad as their main computer. Recovery Assistant and Software Update may get the device running again without immediately erasing it, while Diagnostics Mode can show whether software recovery is worth attempting.
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Garmin’s Fenix 9, Fenix 9 Pro and Enduro 4 could launch with updated display tech

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Garmin is reportedly preparing to launch the Fenix 9, Fenix 9 Pro and Enduro 4 simultaneously this year.

That timeline comes from Garmin Rumors, which reports that Garmin plans to bring all three watches to market together rather than staggering their releases as it has with past generations.

The Enduro 4 stands out within that lineup as the only model expected to retain a memory-in-pixel display, a power-saving screen technology paired with integrated solar cells to extend battery life well beyond typical smartwatch limits.

The standard Fenix 9, by contrast, is expected to ship exclusively with an AMOLED panel, a shift that continues Garmin’s gradual move away from memory-in-pixel screens across its flagship range in recent years.

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AMOLED technology delivers deeper contrast and considerably brighter, more accurate colours than memory-in-pixel alternatives, though it also draws noticeably more power, particularly when brightness increases to keep the display legible in direct sunlight.

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That trade-off explains why Garmin appears to be splitting its flagship range by display type rather than replacing memory-in-pixel screens outright, keeping the Enduro 4 as a dedicated option for ultra-endurance athletes who prioritise battery life over screen vibrancy.

That AMOLED shift arrives alongside another break from precedent, as Garmin appears set to release the Fenix 9 and Fenix 9 Pro together rather than following the staggered rollout used for the Fenix 8 and Fenix 8 Pro.

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The Fenix 8 Pro did not reach the market until several months after the more affordable Fenix 8, a gap that let Garmin treat the Pro model as a distinct, later-cycle upgrade rather than a same-day alternative.

The Fenix 9 Pro is expected to carry over the built-in LTE modem and inReach satellite connectivity that distinguished the Fenix 8 Pro, features that let wearers send messages and location updates without a paired phone nearby.

Garmin Rumors also points to a smaller 43-millimetre case option for the Fenix 9 Pro, expanding beyond the 47-millimetre and 51-millimetre sizes that were the only choices available for the Fenix 8 Pro.

Garmin itself has not issued any official statement on the Fenix 9, Fenix 9 Pro or Enduro 4, however, so take these claims with a pinch of salt for now.

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The Anthropic-Physical Intelligence rumor roiling AI Twitter

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It’s been a big year for AI acquisitions — so big that most of them barely register anymore. Anthropic and OpenAI have each gone on buying sprees, snapping up developer tooling, AI services shops, and product-testing startups to convert model capability into enterprise revenue and extend their reach faster than the other. Which is what made a weekend rumor about Anthropic acquiring robotics startup Physical Intelligence stand out. It spread exceedingly fast, even after a denial from Physical Intelligence’s CEO.

Part of that ties to who’s involved. Physical Intelligence isn’t some obscure robotics shop. It was co-founded by Lachy Groom, an investor-operator whose star has been on the rise in Silicon Valley in recent years; it has raised more than $1 billion (and was reportedly in talks this spring for another $1 billion round at an $11 billion valuation); and its π0.5 model is apparently among the more widely used robot brains in robotics research.

As it turns out, the rumor wasn’t completely spurious. Anthropic and Physical Intelligence actually did hold acquisition talks this spring, according to The Information, so tech blogger Robert Scoble — whose weekend post on X set off the frenzy — may have gotten the specifics wrong without being wrong that something had happened.

Physical Intelligence’s response to the rumor mill wasn’t the world’s most vigorous denial, it should be noted. According to The Information, Physical Intelligence CEO Karol Hausman told employees the reports weren’t true via a Slack message containing a gif of a character from “The Office” shaking her head no.

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Groom, for his part, did not respond to TechCrunch’s request for comment, sent Monday night.

Anthropic has made four known acquisitions this year; OpenAI has been more aggressive, acquiring at least 17 companies since 2023. Both are also, of course, now preparing to go public. Anthropic confidentially filed for an IPO on June 1, followed by OpenAI a week later, setting up what could be two of the largest U.S. stock debuts in history.

So why robotics, why now? The likeliest answer is that physical-world understanding may be a prerequisite for superintelligent systems, and no amount of internet text can substitute for it.

OpenAI’s own history here is instructive. It built an early robotic hand that could solve a Rubik’s Cube, then shut the entire robotics group down in 2021, with co-founder Wojciech Zaremba later saying the approach was missing pieces needed for real superintelligence. The team came back in 2024, quietly building a humanoid robotics lab in San Francisco, before CEO Sam Altman made it official in late May, announcing “OpenAI Robotics” was hiring and describing a near-term focus on robots for infrastructure work, with a personal robot for everyone as the long-term goal.

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Anthropic hasn’t built anything resembling OpenAI’s hardware lab. What it has done is publish a string of research pieces through its internal group that stress-tests frontier capabilities for safety purposes. That included Project Fetch last November, where Anthropic staff tested how much Claude could help non-experts program a robot dog, and a second phase in June that, according to Anthropic, found a newer model completed the same tasks roughly 20 times faster than the best human-plus-Claude team from the year before.

Buying an existing team with robotics expertise would let Anthropic skip years of work. There’s a possible complication, though. Physical Intelligence was founded in San Francisco roughly two years ago by Groom, former Google researchers, and professors from Stanford and Berkeley, and its early investor base looks a lot like OpenAI’s own, including Khosla Ventures and Thrive Capital. Founders Fund — also a major OpenAI investor — was reportedly involved in Physical Intelligence’s newest funding round earlier this year.

In fact, OpenAI is itself an investor in Physical Intelligence, so it isn’t just a peripheral player; it’s a stakeholder in a company that its chief rival was reportedly in talks to buy very recently.

That raises questions around whether OpenAI’s early investment came with any information rights, or a right of first refusal over a sale to a competitor — the kind of protective provisions that strategic investors sometimes negotiate for precisely this scenario.

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That leaves open the possibility that if Physical Intelligence is actually in play, OpenAI — already a shareholder, already close to Groom, already trying to ensure it bests Anthropic in robotics — may have the more obvious claim to it than Anthropic does. We asked OpenAI these questions earlier today and the company didn’t respond.

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Anthropic’s $1.5bn copyright lawsuit settlement gets approval

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Each payout per work will amount to roughly $3,000, to be paid to around 500,000 works.

A US judge has approved Anthropic’s $1.5bn settlement of a major AI copyright lawsuit filed by a trio of authors, setting the record for the largest settlement in copyright law in the country’s history.

In their 2024 lawsuit, authors Andrea Bartz, Charles Graeber and Kirk Wallace Johnson accused Anthropic pirating their copyrighted material to train Claude. “Largescale theft of copyrighted works” is a key component of the company’s business model, they said.

The court found that Anthropic illegally acquired millions of books through shadow libraries, but ruled that the company was protected by fair use when using books to train its AI models. The lawsuit was certified as a class action last July, the first in copyright litigation against AI companies.

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Anthropic agreed to settle last August, a month after it claimed that a settlement could present a “death knell” situation for the company.

Divided up between some 500,000 works, each payout per work under the approved settlement will amount to roughly $3,000, which the court pointed out is four-times the statutory damages awarded for “wilful infringement”.

The class includes copyright owners whose works were found in shadow libraries LibGen and PiLiMi, which were downloaded by Anthropic.

In a statement, Anthropic deputy general counsel Aparna Sridhar said that the company is “looking forward ​to bringing this matter to a close”.

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“We reached this settlement in 2025, after the court’s landmark ruling that training AI on books is fair ​use under copyright law – which remains the law today.

“We are pleased that more than 91pc of authors and publishers covered by the settlement have claimed their share of the payment.”

The settlement received preliminary approval late last September.

Anthropic was valued at $183bn last September after a $13bn Series F round, and nearly a year later, the company is now nearing a $1trn valuation while readying itself for a blockbuster public listing.

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For comparison, the $1.5bn settlement makes up roughly 0.8pc of Anthropic’s September valuation and marginally more than 0.1pc of its value after the May raise.

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Leaving Apple, Intel, and Nvidia in the dust? Huawei could join Samsung as the only tech firms producing its own CPUs, SSDs, and DRAM

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  • Reports indicateHuawei is building and operating DRAM fabs through a joint venture with state-controlled SwaySure
  • This is part of an alleged 11-fab network Huawei operates behind state-owned fronts that it denies exists
  • The move, seen as a bid by Huawei to secure captive HBM supply for its increasingly powerful Ascend AI chips, could place the company above Apple, Intel, and Nvidia, none of which makes its own memory.

Mounting evidence suggests Huawei is taking the same approach that saw it build CPUs and AI chips in the past to DRAM in the present.

The Chinese tech conglomerate is allegedly building and operating DRAM fabrication plants on the mainland, bringing it into direct competition with only one major player at the same scale, albeit for a much larger consumer base: Samsung.

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