
The surprising popularity of the new MacBook Neo has created a dilemma for Apple’s executives, who have to decide whether to satisfy would-be customers or preserve financial margins. CC-licensed photo by Thomas Hawk on Flickr.
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A selection of 10 links for you. Which button? I’m @charlesarthur on Twitter. On Threads: charles_arthur. On Mastodon: https://newsie.social/@charlesarthur. On Bluesky: @charlesarthur.bsky.social. Observations and links welcome.
Testing suggests Google’s AI Overviews tell millions of lies per hour • Ars Technica
Ryan Whitwam:
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Looking up information on Google today means confronting AI Overviews, the Gemini-powered search robot that appears at the top of the results page. AI Overviews has had a rough time since its 2024 launch, attracting user ire over its scattershot accuracy, but it’s getting better and usually provides the right answer. That’s a low bar, though. A new analysis from The New York Times attempted to assess the accuracy of AI Overviews, finding it’s right 90% of the time. The flip side is that 1 in 10 AI answers is wrong, and for Google, that means hundreds of thousands of lies going out every minute of the day.
The Times conducted this analysis with the help of a startup called Oumi, which itself is deeply involved in developing AI models. The company used AI tools to probe AI Overviews with the SimpleQA evaluation, a common test to rank the factuality of generative models like Gemini. Released by OpenAI in 2024, SimpleQA is essentially a list of more than 4,000 questions with verifiable answers that can be fed into an AI.
Oumi began running its test last year when Gemini 2.5 was still the company’s best model. At the time, the benchmark showed an 85% accuracy rate. When the test was rerun following the Gemini 3 update, AI Overviews answered 91% of the questions correctly. If you extrapolate this miss rate out to all Google searches, AI Overviews is generating tens of millions of incorrect answers per day.
The report includes several examples of where AI Overviews went wrong. When asked for the date on which Bob Marley’s former home became a museum, AI Overviews cited three pages, two of which didn’t discuss the date at all. The final one, Wikipedia, listed two contradictory years, and AI Overviews confidently chose the wrong one. The benchmark also prompts models to produce the date on which Yo Yo Ma was inducted into the classical music hall of fame. While AI Overviews cited the organization’s website that listed Ma’s induction, it claimed there’s no such thing as the Classical Music Hall of Fame.
Google doesn’t much like this test. Google spokesperson Ned Adriance tells the Times that Google believes SimpleQA contains incorrect information.
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Wonder if Google used Gemini to determine SimpleQA’s accuracy? And the problem of billions of queries per day leads to colossal numbers of incorrect answers – placed, by design, right at the top of the page. You could put it anywhere, Google! You could put the Gemini answers at the bottom or side of the page, or require an action like clicking on a disclosure triangle to see them. But no, you know that a proportion of them are wrong and you put them front and centre, almost impossible to remove.
Once again, the internet doesn’t reward accuracy.
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Social media is turning into a freak show • Silver Bulletin
Nate Silver:
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Having lived through several eras of social media and web publishing business models, I tend to think of them as ecological systems. There are founder effects, predators and prey, and a lot of different survival strategies, often including mimicry. Most of all, there are selection effects. Some “species” are particularly fit for the peculiarities of the ecosystem and the economic incentives it produces, and within six months to a year, they tend to crowd out all others.
During the Peak Facebook Era, there was sometimes an air of faux scientific precision about the efforts to manipulate News Feed. I have no doubt that some of the people engaged in Moneyball-like algorithmic optimization tactics during this period were smart about it. But it’s important to emphasize that these ecosystems often reflect the “rules of the game” and the quirks of the algorithm rather than deeper truths about human nature or what people really want to read. The hack-ish strategies are often highly fragile and don’t survive changes in the environment. Few of the businesses that were considered hot shit during the mid-2010s are thriving today.
…X, despite its much larger overall reach, also feels increasingly siloed. There are rarely consensus “main characters” anymore, and although I still do get dunked on more than your average bear, I usually discover this only when it’s force-fed to me by the “For You” tab; there’s often no sign of the pile-on from the 1,736 accounts that I follow. On the flip side, even when a tweet seems to generate a lot of favorable buzz on Twitter — increasingly rare — it’s at best a weak signal for predicting the metrics we really care about, namely engagement on Silver Bulletin itself and especially new subscriptions.
And “siloed” is on a good day: at other times, Twitter feels like a ghost town. It’s still useful for some topics: the AI discourse on the platform is often relatively robust, for instance. But for something like the war in Iran, it’s next to useless. Links to external websites are substantially punished, and none of the workarounds are particularly helpful. So the tangible rewards from still having three million followers can be surprisingly marginal.
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There’s never been a social network that rewarded accuracy; Silver points to the many go-arounds there have been of trying this and trying that, which usually ends up with a pivot to video and then a pivot to AI slop.
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How many products does Microsoft have named ‘Copilot’? I mapped every one • Tey Bannerman
Tey Bannerman:
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A few weeks ago, I tried to explain to someone what Microsoft Copilot is. I couldn’t… because the name ‘Copilot’ now refers to at least 75 different things.
Apps, features, platforms, a keyboard key, an entire category of laptops – and a tool for building more Copilots. All named ‘Copilot’.
I went looking for the full list. No single source had all of them. Not even Microsoft’s own website or documentation. So I pieced it together from product pages, launch announcements, and marketing materials.
The visualisation below maps every one, grouped by category, with lines showing how they connect. It’s interactive – click around. Try to find a pattern. I couldn’t.
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But after he’d made the diagram (it’s lovely, go and look) he discovered there are even more. Microsoft really has a talent for hammering a brand name into the ground. Remember Windows? It’s like they learnt their trade from political messaging, where you say the phrase again and again and again until everyone in the world is sick of it.
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Apple in talks to boost Mac Neo production as sales exceed expectations • Culpium
Tim Culpan:
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Apple is in talks with suppliers to handle a massive dilemma posed by sales of its MacBook Neo that have surpassed expectations, I am told. The question they must answer, and soon, is whether to boost production of the hit laptop, or let their inventory of parts run out, my sources tell me.
MacBook Neo comes in four colors and two configurations, but each model runs on the same processor: the A18 Pro. That’s the chip used in the previous generation’s iPhone 16 Pro, whereas the latest device uses the A19 Pro chip.
But as Ben Thompson at Stratechery astutely observed, the MacBook Neo doesn’t use fresh batches of A18 Pro chips; they’re leftovers from the original production run.
MacBook Neo was designed around useable but leftover chips which would otherwise have been scrapped — remember, Apple are the masters at recycling! But with MacBook Neo being insanely popular, the stock of those binned chips will run out before demand gets satisfied.
Prior to the dilemma posed by this runaway success, Apple was only planning to have suppliers build a new Neo next year, powered by the current generation of binned A19 Pro chips, I am told.
Final assembly of the MacBook Neo is evenly divided between Quanta and Foxconn at factories in Vietnam and China, and the initial plan was to build around 5 to 6 million units before calling it a day, I am told. Right now, suppliers are unsure whether to expect production to continue beyond the original plan.
Leaving all that demand on the table is a painful prospect for Apple executives, but going back for another round would risk killing the sweet profit margins it enjoyed on making a device with “effectively free” chips.
MacBook Neo’s A18 Pro was — past tense — built on TSMC’s 3nm process (N3E). That node is now hugely popular and effectively sold out. Apple could, in theory, beg TSMC CEO CC Wei for a few hot lots — paying a premium to jump the queue — but that would almost certainly kill profits on the low-cost laptop. Alternatively, it could crib from its own wafer allocation originally planned for other devices, but the cost would still be higher than what it paid for the first batch of A18 Pro wafers (and infinitely higher than “free”).
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Tim Cook must be inconsolable: a new product that’s too successful, and which will kill profit margins if you give customers what they want.
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Bloomberg: Apple’s foldable iPhone is on track for September after all • Sherwood News
Jon Keegan:
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Hours after a report from Nikkei Asia said Apple was encountering engineering problems with the novel design that could lead to a delayed launch, Bloomberg’s Mark Gurman reports that sources within Apple say the premium foldable iPhone is still on track to launch in September, alongside the iPhone 18 Pro and iPhone 18 Max.
Shares of Apple had plunged more than 5% on word of a possible delay, but pared losses on Gurman’s story.
According to the report, the foldable iPhone will cost more than $2,000 and will be a key part of the company’s plan to revamp the iPhone lineup.
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So that went from “delayed” to “not at all delayed, nothing to see here” pretty rapidly. Still not sure who will actually have a need (as opposed to desire) for it. And of course developers will all figure out everything about it from the developer conference in June.
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Battery storage is now cheap enough to unleash India’s full solar potential • Ember
Kostantsa Rangelova, Duttatreya Das and Dave Jones:
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In India, solar has the potential to become a dominant source of electricity. Ember’s modelling shows that solar plus batteries could supply 90% of India’s electricity demand at a levelised cost of electricity (LCOE) of INR 5.06/kWh ($56/MWh). While higher shares, including 100%, are technically possible, moving closer to 100% would be costlier. Each additional percentage point from 90% requires increasingly more solar and storage, leading to higher system costs. Moreover, with other existing and planned clean sources such as wind, hydro and nuclear, the country would not need 100% solar.
In 2024, electricity demand was just over 2,000 terawatt-hours (TWh). Meeting 90% of this requires 930 GW of solar capacity – less than one-third of India’s 3,343 GW of estimated feasible ground-mounted solar potential. It also requires around 2,560 gigawatt-hours (GWh) of battery storage. In other words, 4.9 GW solar capacity and 13.5 GWh battery capacity for every 1 GW annual average demand load.
During January-April, when solar radiation is typically above the annual average, batteries can shift abundant daytime solar into the evening and night so that solar and storage meet 100% of demand almost every day. During peak summer (May–June), when demand is around 10% above average, they still meet about 88% of demand.
The biggest challenge comes during periods when solar output is weak for several consecutive days. Batteries can move solar generation from daytime to after sunset, but they cannot carry large amounts of solar output across extended cloudy spells. This is why the main constraint is not battery capacity itself, but lower solar generation during the monsoon months. In July, when cloudy monsoon conditions severely reduce solar output, solar and batteries meet 66% of demand.
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That’s the problem: the cloudy days. But even so, it’s all encouraging. Just needs a gigantic investment in batteries!
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Exclusive: Russia supplies Iran with cyber support, spy imagery to hone attacks, Ukraine says • Reuters
Tom Balmforth and John Irish:
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Russian satellites have made dozens of detailed imagery surveys of military facilities and critical sites across the Middle East to help Iran strike US forces and other targets, according to a Ukrainian intelligence assessment.
The conclusions, reviewed by Reuters, also found that Russian and Iranian hackers were collaborating in the cyber domain. They represent the most detailed account yet of how Russia has provided secret support to Iran since Israel and the US launched their assault on February 28.
Russian satellites, the undated assessment said, made at least 24 surveys of areas in 11 Middle Eastern countries from March 21 to 31, covering 46 “objects”, including US and other military bases and sites including airports and oil fields. Within days of being surveyed, military bases and headquarters were targeted by Iranian ballistic missiles and drones, the assessment said, in what it described as a clear pattern.
A Western military source and a separate regional security source told Reuters that their intelligence also indicated intense Russian satellite activity in the region and said that imagery had been shared with Iran.
Nine surveys covered parts of Saudi Arabia, including five over the King Khalid Military City near Hafar Al-Batin, in what appeared to be an effort to locate elements of the US-made THAAD air defence system, the Ukrainian assessment said.
Areas of Turkey, Jordan, Kuwait and the United Arab Emirates also came under satellite surveillance twice, while places in Israel, Qatar, Iraq, Bahrain and Naval Support Facility Diego Garcia did once, it said.
In an emerging trend, the assessment added, Russian satellites were actively surveying the Strait of Hormuz, a vital waterway for a fifth of global oil and LNG flows where Iran has imposed a de facto blockade to all but “non-hostile vessels”.
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It would be surprising if Russia wasn’t surveying the area, for its own uses quite apart from Iran’s. But it clearly wants to side with Iran, because that means trouble for the US.
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A harrowing race against time to find a downed US airman in Iran • The New York Times
Greg Jaffe, Helene Cooper, Eric Schmitt and Julian E. Barnes:
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Battered by the force from his ejection, the weapons officer waited. He knew that both US and Iranian forces were racing to find him.
A military official described the weapons officer’s signaling as intermittent. The first task for the military was making sure that the person signalling was the weapons officer and not someone in Iran who had found his equipment.
At its campus in Langley, Virginia, the CIA was developing a deception plan to buy the US military and the airman some time. They spread word in Iran that the airman had been found and was being moved out of the country in a ground convoy. The hope was that the Iranians would shift their search from the place where the airman was thought to be and focus instead on the roads out of the region.
The CIA operation appeared to cause confusion among the Iranian forces hunting for the airman, according to a senior administration official.
The Iranians, however, intensified their search, calling on the public via the state’s primary broadcaster to capture the “enemy’s pilot or pilots” and turn them over alive to security forces for a reward.
On Saturday morning, Mr. Trump was escalating his threats against Iran, vowing to blow up the country’s electrical infrastructure unless its leaders opened the Strait of Hormuz to all traffic. “Time is running out — 48 hours before all Hell will reign down on them,” Mr. Trump wrote on social media.
At that moment, US military officials were in the final stages of preparing a vast and complex rescue mission that involved about 100 Special Operations forces, led by elements of SEAL Team 6, with Delta Force commandos and Army Rangers on standby if needed. A far larger conventional force made up of helicopters, surveillance planes, fighters and aerial tankers was readied to provide support.
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The CIA move is rather neat, and a clever way to find out about the signal’s holder. Note of course that Trump kept posting through it. One gets the idea that the military is a lot smarter than the politicians here. (Gift link.)
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“Doesn’t make sense to hold on to a combustion engine”: used EV prices rise as Australia’s fuel crisis hits • The Guardian
Jonathan Barrett:
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When a used vehicle rolls into a car yard, the usual trajectory for its price tag is down if it lingers too long.
That is the (almost) iron law of the secondhand market – until the oil crisis hit and dealers started raising asking prices for used electric vehicles.
Jake Sale, founder of Perth-based MotorMetrics, says lowered prices are not unusual but “up is very unique”.
“It’s specifically EVs that buyers are looking for.”
MotorMetrics’ live analysis of vehicle inventory shows that secondhand dealers have repriced a variety of used EVs, with Tesla’s Model Y up more than 6% in the last two weeks of March. The Tesla Model 3, MG4 and Polestar 2, which are all electric, have also risen.
“That’s an early indication that dealers are confident to put the price up, and it’s likely that incoming stock will be at or around that new price,” Sale says. MotorMetrics data also shows that stock of used EVs is running low.
Meanwhile, several types of used diesel and petrol vehicles have had their sticker prices dramatically cut, in some cases by up to 20%.
The huge enthusiasm for EVs sparked by the oil crunch has surprised even their most ardent supporters, with car yards, brokers and now, secondhand dealers, reporting a sharp rise in demand immediately after petrol prices started to rise.
Rental demand for EVs is also soaring. While many Australians have cancelled their usual Easter road trip plans over concerns they will run dry of diesel, or pay too much for unleaded, other travellers booked an EV instead.
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So that’s Australia and the US where EV sales and interest is rising fast. In the UK, EV models (from China) have topped sales for the first quarter of 2026.
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The man who watches Trump all day, every day • The Times
George Grylls:
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The psychological demands of Aaron Rupar’s work are immense. He counts himself lucky to have remained more or less healthy after a decade in his job.
“I certainly wouldn’t say that I’m like a model of mental health,” says the father-of-two from Minnesota. “But for the most part, especially considering what I do and how much time I spend doing it, I think I’ve been able to emerge relatively unscathed.”
Rupar works from his spare room in his Minneapolis house. His job is to watch President Trump. All day, every day.
Spread over two laptop screens, Rupar, 42, follows the frenetic schedule of the president, from the meandering speeches to the impromptu press conferences, the middle-of-the-night social media rants to the sudden interviews on TV.
Rupar is a one-man news agency, running accounts with a million followers on X and another 930,000 on BlueSky. He also writes a Substack with 274,000 subscribers. A small fraction of those subscribers pay $50 per year, his main source of income.
He sees it as his duty to keep the world informed of almost everything Trump and members of his administration say and do. He clips videos of Trump’s noteworthy remarks and shares them instantly on social media, monitoring 12 different TV channels simultaneously. His clips bounce back and forth across the internet.
“I’ve certainly had some days over the years that have been 18-20 hours of pretty much nonstop work,” he says. “I remember he gave some sort of speech to the Korean legislature that started at my time, like four in the morning, that I woke up for. I’d been working till midnight the night previous. So that’s not super uncommon.”
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Rupar is, in effect, part of the new media. He’s reliable and he just tells you what happens. Who could ask for more?
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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. |
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