
The next version of Apple’s Safari browser implements Global Privacy Control, a once-and-forever setting for cookie banners. In theory at least. CC-licensed photo by Seth Anderson on Flickr.
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A selection of 10 links for you. Chewing it over. I’m @charlesarthur on Twitter. On Threads: charles_arthur. On Mastodon: https://newsie.social/@charlesarthur. On Bluesky: @charlesarthur.bsky.social. Observations and links welcome.
Despite denial, Trump was told on trip to China [in May] about spying on Nvidia’s Jensen Huang • The New York Times
Maggie Haberman, Jonathan Swan, Julian Barnes, Ana Swanson and Tripp Mickle:
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President Trump was told aboard Air Force One in May en route to China that the United States had obtained sensitive intelligence showing that Nvidia’s chief executive was in a relationship with a woman believed to be a Chinese spy, people with knowledge of the matter said.
The message was delivered by Marco Rubio, his secretary of state and national security adviser, shortly before the Nvidia leader, Jensen Huang, joined the presidential trip to Beijing at Mr. Trump’s invitation. It marked at least the second time in seven months that the president had been told of intelligence about Mr. Huang’s involvement with the woman.
The existence of the previously unreported update given to Mr. Trump contradicts the president’s assertion on Monday that he had not known at the time of the trip about Mr. Huang’s relationship with the woman, who U.S. officials had concluded was working for China’s Ministry of State Security.
“No, I didn’t hear about it then,” Mr. Trump said when asked at a news conference whether he knew about Mr. Huang’s ties to the woman when he headed to a summit meeting with Xi Jinping, China’s leader.
…When pressed on Monday about whether he had received a briefing on the issue last year, Mr. Trump, who has embraced Nvidia as key to U.S. technology competitiveness and a driver of the stock market’s rise over the past several years, said he would have to check.
“I’d certainly check with the intelligence people,” he said. “They could have been mentioned. Certainly, it didn’t make much of an impact on me.”
Mr. Trump is scheduled to visit China again next week. He initially indicated he might invite Mr. Huang again, but on Monday he said the Nvidia executive will not accompany him on the trip.
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Nvidia isn’t doing anything for the White House ballroom and doesn’t play golf, and obviously someone having an affair wouldn’t have much impact on Trump. The NY Times, meanwhile, is having an absolute field day with this story, since it made all the running. Worth reading: Who is Alice Huang? (Both gift articles.)
A really fun conspiracy theory: what if Ms Huang is actually a double agent put in place by the US deep state to implement its no-AI-chips-to-China policy by embarrassing Huang? (She isn’t, but that would be the spy novel twist.)
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I am a Silicon Valley veteran. We are sabotaging ourselves • The New York Times
Jaron Lanier:
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Silicon Valley has a special talent for offering amazing products and then screwing them up with ridiculous ideas about how those products should be used.
Few appreciate virtual reality more than I do. I came up with the term. There are simple pleasures in occasionally visiting alternate sensory worlds. It was only when virtual reality went mainstream around 2013 that I realized Americans would not embrace the technology for a generation. The reason: the awful ways key tech leaders talked about it. Recall the Meta chief Mark Zuckerberg proclaiming that we would primarily live our lives through virtual reality headsets. Or the venture capitalist Marc Andreessen suggesting that most people were doomed to live virtually, with only elites retaining the privilege of living in the physical world. Predictably, the public did not embrace this vision.
We in Silicon Valley are doing it again with artificial intelligence, except worse — and at a larger scale. In its filing for its upcoming trillion-plus-dollar initial public offering, the leading AI lab Anthropic warned that its models could present “catastrophic or existential risks.”
I work on AI and use it and like it. The latest large models are genuinely useful. But rather than focusing on how these tools could improve lives, many leaders at the biggest AI companies are instead asking Americans to embrace the belief that this technology may kill us and our children, or at the very least drain us of all potential for livelihood and meaning. It should not be surprising then that based on the results of this last election, many Americans have come to disapprove of AI more than almost anything.
This disapproval is unfortunate and unnecessary. It does not arise from the technology itself. It is a reaction to the insular culture surrounding AI, a culture that is dictating how this innovation is packaged, how it is sold and how it is understood. Words have a way of filtering into actions, as when some of us in Silicon Valley callously treat places where we want to build data centres as sacrifice zones. We technologists are sabotaging ourselves, but it is hard to find a sane focus from inside the intensity and elite isolation of this bubble. Americans are not rejecting AI. They are rejecting the way Silicon Valley is defining it for them.
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I include this because Lanier has been around expressing doom for as long as I’ve been writing about technology, and at each innovation he’s popped up to say you’re doing it wrong, man. He was into VR in the 1980s when it was the next big thing, but then it wasn’t and the web was. Then social media (which he also says was bad, though that’s hard to dispute). VR failed because the equipment was bad, which he doesn’t acknowledge.
And now AI. People like using it, but as he identifies (also correctly) it’s the forecasts which are discouraging. Is he Cassandra, always right but doomed to ignored? Or just a big moany guy?
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Already using ChatGPT or Claude? These simple power-ups let you do a lot more • The Washington Post
Marty Swant:
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As ordinary people get used to using AI chatbots, the services are increasingly evolving from a basic answer engine to more complex systems in their everyday lives.
According to the Reuters Institute for the Study of Journalism at Oxford University, daily use of generative AI systems across six countries surveyed nearly doubled in a year, growing to 28% in 2026 from 16% in 2025, with weekly usage jumping to 51% from 34% just a year ago. When respondents surveyed by YouGov were asked in August and September about generative AI usage from the prior week, the top three answers were “Researching a topic” (24%), “Asking advice” (20%) and “Answering factual questions” (18%).
“For the people who use conversational AI systems, they really do seem to be friction-reducing information machines and, perhaps increasingly, digital exoskeletons that act for them in the world — as we can see from the nascent use of AI agents,” said Felix Simon, a postdoctoral research fellow at the Oxford Internet Institute and one of the Reuters Institute report co-authors.
OpenAI’s own data shows ChatGPT use widening across both work and nonwork tasks. Last week, the company released data from a sample of 1 million monthly messages from individual ChatGPT accounts that showed writing accounted for only 21% of messages. Meanwhile, the largest category is now practical guidance comprising how-to advice, tutoring, brainstorming and health questions.
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Lots of useful advice in here – though probably readers of The Overspill are well ahead on these already? (Gift link.)
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India’s app economy in 18 charts • India Dispatch
Manish Singh:
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The apps at the top of Indian phones have barely changed in nearly three years, but much of the market beneath them has reshuffled, according to an India Dispatch analysis of Sensor Tower data.
AI chatbots have gone mainstream, and ChatGPT, which had little traction in early 2024, now has nearly as many users in India as Telegram. In ride-hailing and online shopping, challengers have drawn more users than the incumbents. Netflix and Spotify have gained users while most of their rivals, including Amazon Prime Video and JioSaavn, have shrunk. Quick commerce app Blinkit has grown several times over, and short-drama apps that barely registered in early 2024 now have more than 100 million users between them. A selection of the most interesting data I spotted below.
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Notable for me: Netflix overtakes Prime Video (which really fell off), Instagram pulls away from Facebook, all the big AIs (ChatGPT, Gemini, Claude) took off, ChatGPT gets used every day by nearly half its monthly users, and those “short-drama” apps (from China) really are big. The latter really is a sign of the times.
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British fintech Revolut slashes AI coding costs 10x by cutting out Claude and going self-hosted • The Register
Tobias Mann:
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Revolut says that in less than a year it’s managed to slash its AI coding inference costs by roughly 90% by making self-hosted models its default instead of relying primarily on commercial services like Claude.
Speaking at the AI Engineer conference in New York last month, David Abitbol, ops and infrastructure lead at the British fintech, described how it saw a 60% improvement in coding time and a 70% improvement in lead time following its rollout of AI coding tools to roughly 2,000 engineers. Revolut initially adopted GLM-5.1 before moving to GLM-5.3, which it now serves using 56 Nvidia B200 GPUs.
Prior to its switch to GLM, Revolut had been experimenting with AI, deploying Gemini in early 2025 and Claude Code in early 2026. “We were highly skeptical about the cost of AI. We were seeing engineers spend $1,000 a month, $10,000 a month with not so much ROI, and so when we launched it we launched it with strict budget limits,” Abitbol said.
Because of this, engineers only had access to a limited number of tokens, so the company began investigating self-hosting its own models. At $0.30 per million input/output tokens, self hosting GLM 5.1 cost about a tenth of using OpenAI’s Codex or Anthropic’s Claude Code. And, as it turned out, when tokens are cheap, you stop worrying about how many they use or what they use them for.
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If a company is serious about AI then surely it’s going to get into self-hosting, for all sorts of reasons: security and price being the obvious ones.
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AI messaging scam costs Italy’s top bank Intesa millions, sources say • Reuters
Emilio Parodi:
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Fraudsters using AI to impersonate senior executives stole €95m ($108m) from Fideuram, the private banking arm of Italy’s biggest lender Intesa Sanpaolo (ISP.MI), opens new tab, two sources familiar with the matter said on Friday.
More than half the funds were later recovered, but some €36m remains missing, the sources said.
The scheme, first reported by Corriere della Sera, began in February when then-Fideuram Chairman Paolo Molesini received what appeared to be a WhatsApp message from Intesa Sanpaolo CEO Carlo Messina seeking urgent help with an overseas transaction.
The fraudsters followed up with a phone call that appeared to come from a senior partner at a prominent law firm, confirming the instruction. According to the sources, the callers used AI technology to replicate the lawyer’s voice.
Believing the request was genuine, Molesini instructed his finance department to arrange a series of transfers to foreign accounts, mainly in China and Hong Kong, the sources said.Intesa Sanpaolo and Fideuram declined to comment.
Fideuram quickly detected irregularities in the transfers and alerted banks and authorities in several countries. Roughly €53m was later recovered through cooperation between authorities in China, Portugal and Italy, according to the sources.
The remaining funds have not been traced after passing through a network of overseas accounts and being converted into cryptocurrencies, they said.
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Do we assume it’s ordinary crooks, or do we chalk this up to North Korea, the hacking group of choice?
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Agnotological AI • Internal exile
Rob Horning:
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LLMs convey the sense that everything is already known and processed. What might be a tool of actual genesis offers instead an experience of completed synthesis, of closing doors instead of opening possibilities, of preexisting links between things rather than the possibility of searching for new ideas (even if it is very unlikely one will find any). Models present “content” drained of the difficulties of discovery, with a synthetic enthusiasm that susceptible users seem to experience as revelatory.
It’s easy to fixate on generative models producing inaccurate information, being grounded in nothing more than statistical patterns and the preferences forced out of poorly paid and half-attentive workers in reinforcement-learning sweatshops. But that shouldn’t distract us from a more fundamental concern: that generative models and other forms of “AI” may undermine our interest in learning anything, regardless of whether it’s accurate or not.
This isn’t just because they threaten to inure us to the difference between “authentic” and “inauthentic,” as the deepfake alarmists have long pointed out. (Is anything mediated ever “real” anyway? Can we ever really know anything about “things in themselves” and not merely infinitely malleable and representations of them in language and concepts that are inherently distorted by subjectivity?) Rather it is because generative models promise to acclimate us to instant answers to any question, no matter how recondite or open-ended, demonstrating that even when it comes to learning, expediency can become an irrepressible end in itself. This instantaneity superficially reads as “magic,” but its true work is to disenchant knowledge, and the will to know, making anything knowable and expressible in language seem sort of trivial.
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Then again, an LLM was very useful when I couldn’t figure out what model my oven is and how to change its digital clock. (The instruction book is long since lost.) That sure feels like knowledge.
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Lame, suffocated and dead: the drug supersizing America’s cattle • Investigate Midwest
Juan Vassallo:
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Elanco Animal Health was seeking approval for Experior, a drug that contains an active ingredient from a controversial class of growth-promoting pharmaceuticals. These drugs can make farm animals gain more weight from the same amount of feed. Some are banned or restricted in more than 160 countries, largely over human safety concerns.
But the Indiana-based pharmaceutical company did not seek Experior’s approval as a growth-promoting drug. Instead, it submitted Experior as a novel solution to an environmental problem. Most cattle raised for beef in the US spend their final months in feedlots, where manure and urine release harmful gases, including ammonia. Elanco claimed that Experior was able to reduce some of those emissions.
Some scientists within the FDA, however, had concerns. Investigate Midwest spoke to three former regulatory specialists at the agency’s Center for Veterinary Medicine on the condition of anonymity. Two of them described concerns common to other approved drugs in the same class; the third scientist had more serious concerns about the studies Elanco conducted and submitted with its application.
Across six studies, cattle that received the highest doses of Experior developed lameness more often than cattle in the control groups. In two studies, scientists diagnosed bloat — a dangerous condition that can cause cattle to suffocate and die — in cattle that received Experior; the control groups had no cases of bloat. In most cases, scientists diagnosed bloat after they found the cattle dead.
Despite these findings, the FDA approved Experior because Elanco showed that the drug could moderately reduce ammonia emissions from cattle.
There are no federal or state limits on ammonia emissions from cattle in feedlots. Yet, sales of Experior are booming: the drug generated more than $200m in sales in 2025 alone, making it one of the leading drivers of growth for Elanco that year.
More than half of US cattle in feedlots now receive Experior, and feedlot veterinarians are reporting the same issues seen in the studies — bloat-related deaths, lameness and other complications — in connection with Experior use.
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Ammonia (NH3) isn’t a greenhouse gas, and this drug reduces emissions by 14%-18% per animal. So what’s the point?
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Safari 27.3 adds support for Global Privacy Control • Pixel Envy
Nick Heer:
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There are a whole bunch of features and fixes coming to Safari with Apple’s OS 27.3 update. One that is not in the beta release notes but appears nevertheless is support for Global Privacy Control. This new standard is effectively a replacement for Do Not Track with legal muscle that should permit you to indicate your tracking preference one time and then, theoretically, never again see a cookie consent banner.
In practice, it will take time for websites to add support, and it requires users to enable the feature in Safari’s Settings.
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No more cookie banners? Oh please god yes. Then we just need to get rid of the newsletter signups, the video popups, the popup chatbots and we’re good.
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The death knell of digital search • The New Yorker
Kyle Chayka on how Google Search is dwindling both in usage and traffic sent to websites:
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Can the internet as we know it survive without a reliable flood of search traffic? Chatbots treat websites as databases of information to draw from, but since they divert traffic from those sites they don’t provide much impetus for creators to keep posting new content. The end state we’re heading toward seems to be an internet both generated and traversed by bots—in which case, it will no longer matter how annoying it is for a mere human being to find information.
Some websites are already moving defensively to keep out the trawling bots attempting to digest their content. Reddit, one of the internet’s major remaining repositories of human-generated knowledge and opinions, is moving toward “a primarily logged-in experience,” as its CEO, Steve Huffman, recently announced. In a third-quarter letter to shareholders, Huffman noted that Reddit’s search traffic “dropped by more than 1 million referrals on average per week” during October. The letter explained, “Web search is evolving from a gateway to the web to becoming an AI-powered destination itself.”
…In 2019, before the AI boom, the entrepreneur Yancey Strickler presciently outlined a “dark-forest theory of the internet.” As the web experience got worse, Strickler argued—because of “the ads, the tracking, the trolling, the hype, and other predatory behaviors”—users would retreat to more private, hidden online spaces, or “dark forests,” in search of human interaction. We once used search to find those dark forests and find the humans on the internet who were doing whatever we were interested in. Now those old tricks of Boolean operators and half-remembered keywords don’t work, because we’re meant to trust a robot to do the navigating for us instead. I often feel that the internet isn’t built for us human users anymore.
One prominent tech-commentator account on X has described companies as locked in “a knife fight for the remaining and dwindling volume of human traffic on the internet.” Many seem to have bought into the narrative that the old-school open internet is done for, so they’re scrambling to lock users into their own, AI-automated walled gardens. (Not to be left behind, Reddit is introducing an algorithmic For You feed and AI-generated short-form videos based on its content.)
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Quite what the web will look like in, say, five years’ time is anyone’s guess, but definitely bigger than the difference between 2021 and now. (Thanks Gregory B for the link.)
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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








