
Snow cover in the Himalayas has hit a 23-year low, potentially threatening water supply for up to two billion people. CC-licensed photo by Amit Rawat on Flickr.
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A selection of 9 links for you. Nor any drop to drink. I’m @charlesarthur on Twitter. On Threads: charles_arthur. On Mastodon: https://newsie.social/@charlesarthur. On Bluesky: @charlesarthur.bsky.social. Observations and links welcome.
OpenAI’s revolutionary AI gadget is… a phone? A stinkin’ phone? • Gizmodo
Raymond Wong:
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If you’ve been sitting at the edge of your seat waiting for OpenAI’s world-changing AI device(s), you may want to scooch back on your chair.
According to TF Securities International analyst Ming-Chi Kuo, the company behind ChatGPT is developing a smartphone. Yes, a smartphone. But it reportedly won’t be just any old glass slab—it’ll be an “AI agent phone.” An AI AGENT PHONE.
What the hell is an AI agent phone? Allow me to explain: it’s a phone that uses an AI “agent” to perform tasks on your behalf. Instead of a grid of apps on your home screen that you tap to open, and then tap and swipe and tap some more, you’d simply tell an AI agent to do something, and then it’d do it for you.
“Users are not trying to use a pile of apps,” Kuo posted on X. “They are trying to get tasks done and fulfill needs through the phone. This fundamentally changes how people think about smartphones.”
Kuo, known for his sources buried deep within the manufacturing supply chain, claims OpenAI is working with Qualcomm and MediaTek to create processors for the phone. His report is newsworthy because of his track record in accurately sharing information on product roadmaps long before they’re officially announced.
While OpenAI is actively developing a family of AI gadgets—which could include a pin or a pen or a pair of wireless earbuds—this is the first time that we’re hearing about a phone. The news isn’t surprising at all.
“Only by fully controlling both the operating system and hardware can OpenAI deliver a comprehensive AI agent service,” writes Kuo.
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This would be madness. Really. Marco Arment (developer and podcaster) comments repeatedly “don’t bet against the phone”. There’s nobody who thinks you’re going to beat the combined power of Apple and Google.
Now, it’s possible that they’re imagining some sort of skinned Android phone, with this built-in agent doing mystical things we can’t quite comprehend at some distant point in the future.
But even so: you will not beat Google and Apple. So either these processors are for something quite different, or Sam Altman has lost his mind.
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Google prepares credit system for Gemini and new image tools • Testing Catalog
Alexey Shabanov:
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Google appears to be preparing a major shift in how consumers interact with the Gemini app, with new strings referencing usage limits surfacing in the latest build. The signals point toward a credit-based system coming to the core chat surface, where users would receive a monthly allowance to spend across models and features, with the option to top up when they run out. Currently, Gemini relies on fixed prompt quotas and time-bound caps tied to each subscription tier, while Google’s credit mechanics have been confined to Flow, Whisk, and Antigravity, plus top-ups available to AI Pro and AI Ultra members.
Extending credits into the main Gemini app would bring Google closer to the flexible consumption model already in place at OpenAI, Anthropic, and Notion, and xAI is expected to follow suit with the Grok Build rollout. For power users, the change would mean more predictable budgeting for heavy workloads, particularly those involving agentic tasks, Deep Research, Deep Think, or long multimodal sessions. It would also give Google a cleaner lever to introduce premium features without forcing users to make a steep jump from AI Pro at $19.99 to AI Ultra at $249.99.
Alongside the credits signal, a dedicated images section has appeared in the web UI, labeled NEW. At this stage, it is unclear whether it simply provides a distinct home for image generation, teases an updated model, or points to a more comprehensive image editor built directly into Gemini.
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Here comes the per-token, or maybe per-minute or per-conversation charging system for AI chatbots. Did you enjoy it while it lasted? Ah well, you’ll look back on the halcyon days of 2022-April 2026 with affection.
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Trump purges National Science Board; scientists warn of AI shift • Los Angeles Times
Jenny Jarvie:
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The National Science Foundation was created more than 75 years ago as an independent federal agency when President Truman signed the National Science Foundation Act of 1950 to boost U.S. science for national security and international competition during the Cold War.
“The establishment of the National Science Foundation is a major landmark in the history of science in the United States,” Truman said back then. “We have come to know that our ability to survive and grow as a nation depends to a very large degree upon our scientific progress. Moreover, it is not enough simply to keep abreast of the rest of the world in scientific matters. We must maintain our leadership.”
The agency, which has a budget of over $9bn, supports fundamental research and education across all non-medical fields of science and engineering.
“The genesis of it was to recognize that the world was increasingly being won or lost on the basis of scientific and technological capability,” Stassun said. “The National Science Foundation is the singular agency within our government that has as its focus making sure that we stay ahead in basic science, technological developments, training the next generation of scientists and engineers.“
After Trump’s dismissal of the board’s experts, Stassun said, the Trump administration could potentially run the agency directly through the Office of Management and Budget.
“What it means is that there won’t be any practical impediments to the administration essentially enacting their own budget and priorities and ignoring Congress’ directives or congressional law,” Stassun said.
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Fires all 22 members, and might recruit from – well, who knows where? He put an anti-vaccine nutcase in charge of health, so who might he put in to decide about science? Some people who think the moon landings were faked?
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The great energy pivot: US oil and Chinese solar are the winners in Trump’s war on Iran • The Guardian
Jillian Ambrose:
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In the open seas, an armada of empty tankers has quietly turned west. A record number of super-sized vessels are now heading to the US, where oil drillers and refineries are preparing to profit from Donald Trump’s war in the Middle East.
Almost 30 of these vessels, each able to hold 2m barrels of oil, are contracted to load US crude, destined for a global market facing the biggest supply crisis in history.
It is just over five years since the shale revolution made the US a net energy exporter and the world’s biggest producer of oil and gas. Now the White House is poised to strengthen its claim to an even greater share of the global oil market as the Middle East’s decades-long dominance is dismantled by war.
The carriers preparing to amass in US waters are almost six times the monthly number that typically loaded US crude before the war throttled flows of Middle East fossil fuels to the market.
Supplies of US crude leaving the country’s export terminals have climbed by a third to a record 5.2m barrels a day after Iran retaliated against US-Israeli attacks by blocking daily flows of 10m barrels of Gulf oil exports via the strait of Hormuz.
US weekly exports of jet fuel have doubled to an all time high as Europe scrambles to secure supplies and airlines begin to cut flights.
The war threatens to reshape the global energy order, exposing the world’s reliance on Middle East supplies and accelerating a move towards greener energy, giving rise to new energy superpowers.
…China has long dominated the supply chains for the key building blocks of clean energy technologies, from wind turbines to solar panels and batteries. Beijing’s industrial prowess has helped the world’s biggest energy importer to capture between 60% and 85% of the world’s renewables market at a time when countries are preparing to accelerate the shift away from fossil fuels.
As the world’s first “electrostate”, China stands in contrast with the White House pursuit of fossil fuel dominance. The country also stands to play a significant role in creating the new energy order.
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Himalayan snow hits 23-year low; water crisis looms for two billion lives • India Today
Radifah Kabir:
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The Himalayas, often called the water tower of Asia, are running dry at the top.
A new report has found that snow cover across the Hindu Kush Himalaya, the long mountain stretch running from Afghanistan to Myanmar, has plunged to its lowest level in more than two decades, raising fears of a sweeping water crisis that could touch nearly two billion lives.
The HKH Snow Update 2026, released by the International Centre for Integrated Mountain Development (ICIMOD), a regional research body based in Kathmandu, found that snow persistence between November 2025 and March 2026 was 27.8% below the long-term average.
Snow persistence, in simple terms, refers to how long snow stays on the ground after it falls, a measure scientists use to track the winter health of the mountains.
Seasonal snow is not just a postcard image. It is a slow-release water bank.
The report notes that snowmelt feeds roughly one-fourth of the yearly water flow, known as runoff, across 12 major river basins fed by the Hindu Kush Himalaya.
These rivers irrigate fields, run hydropower plants, and pour into the taps of cities from Kabul to Kolkata.
The slump has been uneven. The Mekong basin recorded the sharpest fall at 59.5% below normal, while the Tibetan Plateau saw a 47.4% deficit.
The Yellow River and Amu Darya basins also registered steep declines. There is, however, a sliver of good news for India.
The Ganges basin recorded snow persistence which is 16.3% above normal this winter, offering a temporary cushion for parts of north India.
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The HKH Snow Update shows that the past four years have been well below the 25-year normal, after 20 years of oscillating up and down. It’s never gone down in this way. If there are effects – such as water shortages – they’ll probably appear in the summer.
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South Africa withdraws AI policy due to fake AI-generated sources • Reuters
Nellie Peyton:
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South Africa has withdrawn its first draft national AI policy after revelations that it contained fictitious sources in its reference list which appeared to have been AI-generated.
“The most plausible explanation is that AI-generated citations were included without proper verification. This should not have happened,” Minister of Communications and Digital Technologies Solly Malatsi said.
“This failure is not a mere technical issue but has compromised the integrity and credibility of the draft policy,” he wrote in a post on X on Sunday.
The policy, unveiled this month for public comment before finalization, sought to position South Africa as a continental leader in AI innovation while addressing ethical, social and economic challenges.
It outlined plans to establish new institutions, including a National AI Commission, an AI Ethics Board and an AI Regulatory Authority, and to create incentives such as tax breaks, grants, and subsidies to encourage private-sector collaboration.
Malatsi said there would be consequences for those responsible for drafting the policy, and did not say when a new one would be released.
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Irony is such an overused word. But sometimes it fits.
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What will it take to get AI out of schools? • The New Yorker
Jessica Winter:
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Support for generative AI in elementary and middle schools clusters around the belief that early exposure to the technology will foster digital-media literacy, give students a foundation in engineering concepts, and prepare them for a future in which most professions are steeped in AI. Proponents say that teachers can use AI to save time on grading papers and tedious administrative tasks; they also tout the adaptive-learning aspects of AI tools, which adjust in real time to a child’s progress and, by producing troves of data, help teachers give individualized attention to each student. “One of the core things that we think about when we bring AI to education institutions is: how do you put the educator at the centre of that experience?” Shantanu Sinha, who is one of the VPs of Google for Education, told me. Gemini’s aim, Sinha went on, is to “empower the educators” in “creating richer experiences. We are not the pedagogical experts.”
Other advocates suggest that AI might eliminate the need for pedagogical expertise altogether. Alpha, a fast-growing private-school chain that employs “guides” instead of teachers and serves children as young as four, claims that it “harnesses the power of AI technology to provide each student with personalized 1:1 learning,” allowing kids to “crush academics in just two hours” per day, according to its website. At a recent White House summit on children and tech, Melania Trump appeared alongside Figure 03, a humanoid contraption by the robotics company Figure AI, which looks, sounds, and moves as if Eve from “Wall-E” had mated with an arthritic Imperial Stormtrooper. The First Lady asked her audience to imagine such an AI-powered robot as a teacher, one who is “always patient and always available” to its student. This lucky pupil will learn more quickly and have more time for friends and sports, Trump said; he or she will become “a more complete person.” Figure 03’s face is literally a black screen: a robotic balaclava.
…Last month, New York City’s Department of Education began soliciting public feedback on its preliminary guidelines for using AI in K-12 classrooms, which include this admonishment: “The question is not whether AI belongs in schools. The question is whether we will collectively build a system that governs AI to serve every student and every stakeholder.”
It’s quite the rhetorical suplex—opening a debate by declaring its central premise off limits. But, as we know from hallucinating chatbots, saying something doesn’t make it so. Countless studies have sown doubt about the place of AI in pedagogical settings.
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Suplex: “an offensive move used in sport wrestling as well as amateur wrestling and professional wrestling. It is a throw that involves lifting the opponents and bridging or rolling to slam them on their backs.” Also, whenever you hear people using the word “empower” and “stakeholder” and the phrase “richer experiences”, you know they’ve got far baser motives for what they’re doing.
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How much of Substack is actually AI? • User Mag
Taylor Lorenz:
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In March 2025 an alleged debate between Elon Musk and Keanu Reeves went viral on Substack. The post amassed 25,000 likes and nearly 5,000 reposts. Even today, it continues to spread. But the debate between Musk and Reeves never happened. The Substack post was entirely generated by AI.
Lately it feels like I’m encountering more and more AI-generated content on Substack. This mirrors patterns across the broader web. Last fall, media outlets declared that over 50% of all articles online were AI generated. According to some pundits, that number could rise to 90% by the end of this year. As a human writer, I think a lot about the prospect of being drowned out by a deluge of AI generated slop, and I began to wonder how much top content on Substack is really just AI.
Pangram is a tool that can detect AI generated text, even if it’s been “humanized“ or put through tools to evade AI detection. (They have a fantastic Chrome extension that allows anyone to check if the content they’re reading is AI.) I leveraged Pangram’s API to build a program that would analyze the 10 most recent posts from the top 25 Substack Bestsellers in every category, and reveal how much top content on Substack is AI generated.
The first thing I found is that the majority of Bestseller content on Substack is not AI. Two-thirds of top publications, 384 out of 575 newsletters, did not have a single trace of AI generated content in their recent archive, according to Pangram.
Certain Bestseller categories are much more likely to contain AI-generated content. Bestseller content in Technology had the most AI-generated writing. 28% of writing in top newsletters in Technology is fully or partially AI generated. That means that more than 1 in 4 posts in Technology have a substantial level of AI content. This is somewhat expected – people writing about technology usually love to leverage new technology, and some well-known tech writers on Substack have been open about using AI to draft their stories.
Other categories that contained high levels of AI writing were more concerning. 23% of top content in the Philosophy category and 22% of top content in the Health category is partially or fully AI generated. After that, the percentages drop precipitously. 13% of writing in Culture has been shaped by AI, and only 5% in sports, 3% in food and drink, and 1% in music, according to Pangram.
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Pangram isn’t perfect, though it’s a start. A more thoughtful journalist might have used two AI detection systems, rather than one. Also, is Lorenz saying that she subscribed to all the top 25 Substacks? She doesn’t specify.
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Go ahead, share a conspiracy theory, who cares • Garbage Day
Ryan Broderick:
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The [most recent] assassination attempt [on Trump] was probably best summed by UFC CEO Dana White, the only man in America with exactly the right amount of head trauma to fully understand our current reality. “It was fcking awesome,” White told NBC News’ Ryan J. Reilly. “I literally took every minute of it in. It was a pretty crazy, unique experience.”
The New York Times, in one of their many dispatches on the assassination attempt, reported similarly blasé reactions from the room of dinner guests, as Trump was rushed out. “Lloyd Blankfein, the former chief executive of Goldman Sachs, was sitting with CBS News journalists toward the front of the room when the emergency occurred,” The Times story reads. “As the confusion unfolded, Mr. Blankfein turned to his seatmate and asked, ‘Are you going to finish that salad?’” At least The Free Press’s Olivia Reingold managed to film a selfie video of herself hiding under a table. Good for the ‘gram, I bet.
The general, “so what?” from the country is, of course, troubling. And Puck’s Dylan Byers wrote on X about the disquieting experience of watching America collectively shrug its shoulders on Saturday, describing an experience similar to my own. Like Byers, I was in a bar watching the Knicks game when the news hit that Trump had been evacuated from the WHCD. And, like Byers, none of the TVs changed to the news. No one seemed to even notice. Back in 2024, during the first assassination attempt, I watched dozens of phones around me ping with push alerts. I was on a plane, listening to passengers nervously whisper about the news. But there was no discussion this time. The uniquely American 21st-century callousness that has allowed us to ignore school shootings and COVID deaths and climate catastrophes and ICE occupations has reached its logical endpoint, where we just accept that this is simply just how things have to be.
Though there was one difference this time. The Atlantic argued in a piece on Sunday that “the shooting at the Correspondents’ Dinner made clear who gets saved first.” Obviously, President Donald Trump was rushed out, as was Health and Human Services Secretary Robert F. Kennedy Jr. But Kennedy’s wife, Cheryl Hines, not so much. The violence of modern America will reach us all eventually. The 1% of the 1%, the richest and most powerful, will likely get out safely. Maybe their wives will too. But the rest of us will have to decide whether we run, hide, or clip it for social.
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“How things have to be” is such a dispiriting observation about the current state of America.
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| • Why do social networks drive us a little mad? • Why does angry content seem to dominate what we see? • How much of a role do algorithms play in affecting what we see and do online? • What can we do about it? • Did Facebook have any inkling of what was coming in Myanmar in 2016? Read Social Warming, my latest book, and find answers – and more. |
Errata, corrigenda and ai no corrida: none notified. Operational note: after this week, The Overspill will take a two-week break. Hiding this down here for now so nobody notices.








