
Revenues for the Swiss watch brand Swatch have fallen by nearly a third since Apple launched its Watch in 2015. Could the same happen in the market for glasses? CC-licensed photo by Motor-Head on Flickr.
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A selection of 9 links for you. Farsighted. I’m @charlesarthur on Twitter. On Threads: charles_arthur. On Mastodon: https://newsie.social/@charlesarthur. On Bluesky: @charlesarthur.bsky.social. Observations and links welcome.
Brown university professor suspects most of his class used AI to cheat • Inside Higher Education
Emma Whitford:
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For the first time since he started teaching Welfare Economics and Social Choice Theory nearly two decades ago, Brown University economics professor Roberto Serrano gave his students a take-home midterm this spring. Quite a few students had expressed anxiety about being in a classroom after a gunman killed two students and injured nine in a December mass shooting at Brown, and so “it was appropriate,” he said, to allow students to take their exams at home.
But by the end of the semester, Serrano regretted the decision. Dozens of students in the class likely used artificial intelligence to cheat and earn perfect or near-perfect scores on their midterm, he said. Serrano in turn made the final exam in-person, which led more than a dozen students to drop the course and even more to fail it. Administrators’ response to the widespread cheating event has been “meek,” he said, and the incident has raised questions about how universities can—and should—respond to AI-enabled cheating at scale.
His welfare economics class typically attracted up to 30 students, but this spring he taught 86—an increase he attributes to the promised take-home exams. When the midterm came along, the average score was 96%.
“Historically the average grade in the midterm of this course has ranged between 65 and 80 [percent], and this exam was harder than the exams I wrote in the past, because … take-home is an opportunity to challenge the class a little bit more, given that you’re giving the students unlimited time,” Serrano said.
…In a message to students after the midterm that he shared with Inside Higher Ed, he told them he suspected many of them of using AI to cheat and, with the blessing of his dean, changed the final exam to an in-person test.
“I am not declaring [the midterm] void for now. I am going to give the class a chance to prove me wrong,” he wrote. “That is, if the distribution of the final exam is roughly similar to the distribution of the midterm, I will count the midterm. Otherwise, which is of course what I expect to happen, I will declare the midterm void and reweigh the final accordingly.”
Serrano heard crickets from his students, but 18 of them subsequently dropped the class. Nine students remained enrolled but did not take the final exam. And Serrano said the results proved him right; three students earned a zero, and the average score on the final was 48.6%—by far a historic low, he said. Previously, the average final exam score had never dropped below 65%. Only a few students scored similarly to how they did on the midterm.
…As colleges and universities grapple with AI, cheating must be taken seriously, Serrano said. “We cannot afford to have a society in which a significant fraction of our best young minds think that cheating is OK,” he said. “That leads to a declining society, to a failed society … We cannot choose to become idiots.”
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The graph of the difference between midterm and in-person exam is included in the story, and is really dramatic. Clearly, AI is becoming a crutch for many people, but whether that’s because they’re lazy, or because they’re struggling with the challenge, isn’t clear.
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The teenage millionaire hacker from Tower Hamlets who took down Transport for London • London Centric
Polly Smythe, Jim Waterson and Cormac Kehoe:
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It was the takeaway order to his family’s Tower Hamlets flat that proved to be Thalha Jubair’s undoing.
Last month the young Londoner pleaded guilty to taking down Transport for London’s computer systems in one of the worst cyberattacks in British history, an event which brought months of chaos to the capital’s transport network in late 2024.
Jubair thought he had covered his tracks through an elaborate system of amnesiac operating systems and virtual private networks. These not only allowed him to cause mass chaos in his home city of London but also allegedly enabled him to extort tens of millions of dollars in ransom payments from US companies.
Then he got hungry.
According to US prosecutors, the then-teenage Jubair made the mistake of deciding to order a takeaway. To do this, he bought gift vouchers for an unnamed food delivery service using a cryptocurrency wallet. This wallet hosted on the same server he and his fellow hackers allegedly used to store tens of millions of dollars worth of Bitcoin they’d taken in ransoms paid by major US companies.
Jubair then had the takeaways delivered to the flat where he lived with his parents, which is located in a high-rise block next to a Met Police call handling centre near Bow Road tube station in east London.
…In 2023 Jubair sat alongside Arion Kurtaj in Southwark crown court as part of the Lapsus$ hacking case, which involved attacks on tech companies including Nvidia and BT. Kurtaj became notorious for hacking into Rockstar Games and leaking unreleased footage of the forthcoming Grand Theft Auto 6 computer game.
At the time Jubair could not be identified due to his age but it can now be reported that at the end of the trial he was handed an 18-month youth rehabilitation order in December 2023, which he was still subject to when he hacked TfL. According to a contemporary BBC report by reporter Joe Tidy, Jubair was given a three-month intensive supervision and surveillance requirement, and a ban on using VPNs online. Jubair was also sentenced for what the judge described as an “unpleasant and frightening pattern of stalking and harassing” two young women. In total he had 22 previous convictions, including 13 for fraud and one for blackmail.
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Absolutely fantastic piece of reporting. Hacker millionaires is a very new thing. But there’s always a mistake. Always.
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AI software that generates “rage bait” developed by Germany’s far-right AfD • The Irish Times
Derek Scally:
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The far-right Alternative for Germany (AfD) has developed a new software suite, driven by Google Gemini, Open AI and Anthropic’s Claude, that helps party members generate so-called “rage bait” social media postings.
Central to the new campaign is the Alternita platform, registered to the AfD’s general secretary Hans-Holger Malcomeß, which promises users social media posts “in five minutes, with your positions, in your style, your branding”.
In the case of the AfD, an undercover investigation by Germany’s Correctiv outlet revealed how, in a few clicks, a populist article can be turned into provocative posts to flood social media feeds.
Posing as an AfD regional party member, the Correctiv journalist was given an online tour of the new suite by Mario Hau, social media chief of the AfD Bundestag parliamentary party.
The version of the software Hau demonstrated in a Zoom call automatically pulled in news feeds from AfD-friendly far-right news outlets. When given access to a test account, the Correctiv journalist uploaded an article from reactionary news site Nius about rescinding citizenship awarded to immigrants living in Germany.
The journalist asked the AI software suite to generate posts based on the story, demanding “consequential and involuntary remigration”, or forced deportations, to prevent “ethnic elections”.
The software spat out content, ready for all large social media platforms, demanding “an immediate halt to naturalisations and the consistent revocation of unlawful naturalisations to prevent ethnic voting blocs and protect our homeland. #Homeland #Identity #That’sWhyAfD.”
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It’s just disgraceful how AI is taking away people’s jobs. This is exactly the sort of thing that used to be done by humans! Automating social warming? This is the last straw. (Thanks Gregory B for the link.)
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Parents’ attachment to phone screens can lead to anxiety in children – study • The Guardian
Dara Kerr:
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The term “phubbing” was conceived several years ago to describe the modern-day phenomenon of a person ignoring the social setting in front of them in favor of their phone. That act has long-term negative effects when parents do it around their children, according to new research.
A study titled, “Mommy, do you love your phone more than me?”, published in the peer-reviewed journal Frontiers in Psychology in June, found that parents and caregivers’ attachment to screens can exacerbate anxiety and insecurity in children and teens.
The researchers queried 600 young people in the US, ages 12 to 17, and detailed accounts “with adolescents reporting that parental attention to screens during bids for connection left them feeling devalued, dismissed, or unimportant”.
Smartphones have only been widely available for two decades; Apple debuted the first iPhone in 2007. But since then, the devices have exploded in popularity, with 98% of US adults now owning one, according to the research group Pew. While the field of research into people’s use of smartphones is relatively new, there’s a growing consensus within the scientific community that points to negative effects, especially on children.
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I think there’s more to this; the effect on infants of parents not paying any attention to them for hours at a time is really hard to study because you can’t interview the infant, but the effects must become clear over time.
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Budget smartphone market collapses under the weight of memory shortages, sales expected to drop 22% • Tom’s Hardware
Zak Killian:
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According to new market analysis from tech research firm Omdia, the smartphone market, particularly the entry-level market, is on the brink of a massive contraction. Omdia projects that global shipments of smartphones priced below $400 will plummet by over 22% this year, dragging the entire global smartphone market down by 12% year-over-year. The culprit? Skyrocketing contract prices for DRAM and NAND flash memory, which have turned the razor-thin margins of budget phone manufacturing into an impossible financial math problem, especially given that memory alone now comprises up to 64% of the total cost of lower-tier smartphones.
To understand why cheap phones are vanishing, you have to look at the Bill of Materials (BOM). That’s the raw physical cost to manufacture a device. In the tech industry, this is governed by the “cost floor.” Even if a manufacturer puts a low-capacity memory chip into a phone, the baseline cost to produce, test, and package that silicon has skyrocketed over the past four quarters because memory giants like SK hynix, Samsung, and Micron have aggressively redirected their manufacturing wafer starts away from standard commodity memory and toward High Bandwidth Memory (HBM) to feed the insatiable, high-margin demand of AI data centers. Commodity smartphone memory is effectively being starved out of existence.
Omdia’s latest Quarterly Smartphone Technology Trends report reveals just how destructive this conversion has been to phone BOMs. Between Q3 2025 and Q1 2026, the share of manufacturing costs dedicated to memory nearly doubled for sub-$400 devices, where memory chips now account for nearly 60% of the total physical manufacturing cost. In the sub-$99 ultra-budget phones, memory has apparently breached a staggering 64% of the entire BOM budget. When two-thirds of a budget phone’s manufacturing cost is tied up in RAM and storage chips, there is simply no money left to pay for the processor, screen, battery, camera sensors, or chassis.
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Worth saying, once again, that this is surely the first time that one new development in technology has crushed otherwise healthy ones.
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NEO’s hands: an API to the physical world • 1x Technologies
1X Technologies:
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We’re excited to announce our breakthrough 25 Degree of Freedom (DOF), tendon-driven hands for the NEO humanoid platform– achieving near human-level dexterity, strength, safety, and reliability.
These hands are designed to do something fundamental: remove the hardware ceiling on what humanoid robots can actually do, and make data the only barrier to capabilities.
By matching or surpassing human hands across the dimensions that matter, they ensure our AI models are no longer limited by dexterity. NEO can now perform virtually any task a human can do with their hands– with the precision, adaptability, and gentleness required for real-world environments.
This is what we’re shipping: not an end effector, but a true instrument. A hand is how a robot acts on the world, and our new NEO hands are the most capable ever built across nearly every metric.
…Most robot hands are write-only devices. You command a position; the hand goes there; nothing meaningful comes back. The transmission is the reason: at the 100:1 and 200:1 gear ratios common in the field, friction swallows the contact forces before they ever reach the motor. The hand is numb through its own joints, so builders wrap it in external sensors and infer what’s happening at the fingertips — a camera pointed at a hand that can’t feel.
Our NEO hand is read-write. Developed from the ground up by our world-class engineering team, it runs quasi-direct-drive tendons via the 1X Tendon Drive at low gear ratios of approximately 5:1 to 15:1. All 25 degrees of freedom (22 fully actuated DoF in the fingers and palm, plus 3 at the wrist) are natively force-controlled and fully backdrivable. Push on a finger and it yields — and reports exactly how hard you pushed. Force flows out and information flows back through the same physical path. We call this force transparency, and it’s what turns a push into a measurement.
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Very interesting. Once you have robots that are able to treat the world gently, you have the potential to change the world. The tendons are very impressive. (Thanks Gregory B for the link.)
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Apple destroyed the mid-tier watch market. Now it’s coming for the $200bn eyewear industry • The Next Web
Darius Popa:
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When Apple launched the Apple Watch in 2015, the mid-tier wristwatch market had a handful of dominant companies. Swatch Group sold watches under Tissot, Hamilton, and Longines. Fossil Group sold under Michael Kors, Armani, and Kate Spade. Movado sold under Coach, Hugo Boss, and Tommy Hilfiger.
Ten years later, the damage is quantifiable. Swatch’s revenue is 28% lower in 2025 than it was in 2014. Fossil’s sales dropped roughly 70%. Apple became the world’s largest watchmaker by unit volume within a few years and last year overtook Rolex as the number one watch brand by revenue. The Apple Watch now generates an estimated $17bn annually.
Bloomberg’s Mark Gurman reports that Apple is planning the same playbook for glasses. The company sees the $200 billion global eyewear market as a bigger opportunity than watches and intends to compete directly with products sold between $200 and $500, a segment dominated by EssilorLuxottica (Ray-Ban, Oakley, Persol, Oliver Peoples), Safilo Group (Tommy Hilfiger, Hugo Boss), and Warby Parker.
The addressable market is staggering. The WHO estimates 2.2 billion people globally have some form of vision impairment. Hundreds of millions of pairs of glasses are sold each year. Apple believes its brand, industrial design, iPhone integration, and AI features will lead people seeking new regular glasses to buy an Apple pair instead.
The first Apple glasses, codenamed N50, were initially planned for late 2026 with shipping by early 2027. Delays have pushed the timeline to a launch at the end of 2027, Gurman reports. The product will use oval-shaped cameras, unique colours, and multiple frame styles. Over time, Apple believes the glasses could become a health device and eventually incorporate augmented reality.
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First: not sure that Apple can do the same stuff with glasses as it did with watches. But let’s see. Second: had no idea that The Next Web was still going. This site predates The Verge, which rapidly eclipsed it on launch.
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The administration has a new climate change office. It’s headed by a climate critic • POLITICO
Scott Waldman:
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The Trump administration has reconstituted a governmentwide program that tracks how climate change is transforming the country, after having gutted it last year as part of a purge of programs that didn’t line up with its worldview.
The U.S. Global Change Research Program is now headed by Matthew Wielicki, a former University of Alabama geochemist, according to his public postings on social media and confirmed by a second person familiar with the program, granted anonymity over fears of reprisal.
Wielicki, who calls himself a “professor in exile” and who frequently critiques climate science on social media, will be in charge of the program’s primary product, the congressionally mandated National Climate Assessment, a comprehensive report released every four years that shows how American infrastructure, lives and the economy are affected by climate change.
Reached by phone, Wielicki, who has been soliciting ideas on X for what he should include in the next version of the assessment, said he’d like to speak about his work but only if the White House allows. The White House did not make him available for an interview, but sent a statement.
“For too long, the USGCRP has been used as a vehicle for political agendas instead of sound science,” a White House spokesperson said in a statement. “We look forward to restoring the USGCRP and ensuring it fulfills its legal mandate.”
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The long slow slide into the sea continues.
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Meta tests “super sensing” AI glasses that can capture every moment • Financial Times
Hannah Murphy:
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Meta is testing a prototype of “super sensing” AI glasses that would use cameras and audio recordings to capture a wearer’s every moment, as it pushes into the contentious market for all-seeing, all-hearing devices.
The $1.5tn social media platform has been advancing a new hardware line of smart glasses that would continuously collect audio while taking photos every few seconds, according to multiple people familiar with the matter. A user could then use AI to help query what they saw or heard, or recall their day.
The glasses have prompted internal debates over how to handle novel privacy challenges, including non-wearers finding the technology invasive.
With Meta’s current AI smart glasses, an LED in the corner of the frame lights up to signal to others when a wearer is taking photographs or filming.
However, executives are planning not to activate the LED when the super-sensing features are being used, according to multiple people familiar with the matter. That would make it harder for bystanders to know when they were being recorded, potentially intensifying the privacy concerns surrounding the technology. Those plans could still change, however, several people said.
The super-sensing features could also be activated on Meta’s existing glasses via a software update, the people said.
The move comes as chief executive Mark Zuckerberg has argued that AI glasses could one day replace the smartphone as the main device people use to access AI tools including translation or chatbots.
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Planning not to activate the LED? Are they trying to get people beaten up?
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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








