
The strides being made by LLMs in solving longstanding maths problems have led some mathematicians to worry about the future of their field. CC-licensed photo by J R on Flickr.
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OpenAI annualised revenues $20bn less than previously signalled • Financial Times
George Hammond and Stephen Morris:
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OpenAI’s annualised revenue is about $20bn less than the company had signalled, according to financial documents shared with investors, a massive gap likely to damp optimism about the growth of AI demand.
The company has recently told investors its revenues were approaching $50bn on an annualised basis at the end of September, far short of the $70bn reported by the FT and other media outlets late last month based on information that was provided to investors.
The metric, along with the equivalent figure for OpenAI’s rival Anthropic, is the most important indicator of overall demand for AI and underpins vast infrastructure spending and the growth of public equity markets.
US tech stocks fell sharply following the FT’s report on Thursday, extending losses from earlier in the session, with the Nasdaq 100 closing down 1.4%. Chipmaker Nvidia fell 2.9%, Oracle dropped 5.5% and Micron declined 4.8%.
The discrepancy arose from attempts by OpenAI’s investors to produce a direct comparison with Anthropic’s annualised revenues, said a person familiar with the matter. The pair calculate the figure in different ways, with Anthropic including the revenue from sales via cloud partners such as Amazon’s AWS and Google Cloud, while OpenAI does not.
Investors’ efforts to “gross up” OpenAI’s annualised revenue prompted reports that the figure was about $40bn in July, said the person.
The company later told its backers that its annualised revenues had jumped more than 70% since July, prompting reports that the figure was about $70bn at the end of September — a number the company did not deny.
However, the new investor presentation shows close to $30bn annualised revenues in July.
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It’s a good amount of money but is it going to cover costs? And fund all those bonds? And data centres? No wonder the stock market hiccuped.
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A man fought a ‘Terminator’-like robot in a cage. California called it illegal • The New York Times
Adeel Hassan:
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The 6′ tall, steel-framed humanoid robot, which looked like James Cameron’s original “Terminator,” entered the cage, followed by a 5’5″ male human in a helmet and other protective gear.
You can probably guess what happened next. The robot, which was operated by a human pilot using a remote virtual-reality system, pummeled its fleshy opponent, Frankie LaPenna, repeatedly knocking him to the canvas and driving him into the walls of the octagonal enclosure.
Mr. LaPenna, a social media influencer, injured his hand while punching one of the metal robot frames during one of the three bouts he had with different robots. He landed a few punches, but each time he knocked a robot down, it bounced back almost instantly. The crowd of about 100 (humans, not humanoids) was thrilled.
The fight, promoted as “Human vs. Robot,” was staged on Sept. 18 in San Francisco by a tech start-up called REK, which stands for Robot Entertainment Kombat. It caught the attention of the California State Athletic Commission, which sent the company a cease-and-desist letter. The commission, which regulates professional and amateur boxing, kickboxing and mixed martial arts, had not sanctioned the event.
REK, which bills itself as “the humanoid robot fighting league” (“Real robots, real combat”) — celebrated the letter. “We made it boys,” its chief executive, Cix Liv, said in an online post. The letter said that the commission must grant approval to any boxing or mixed martial arts contest, match or exhibition that involves any human in the state of California.
Mr. Liv dismissed the regulator’s claims. “The law clearly states that a ‘match’ is between two persons,” he said in an interview, adding that state regulators were welcome to try to argue in court that a humanoid is somehow human.
…The event produced the most-viewed content that REK has so far shared online, but Mr. Liv said there wasn’t a plan to repeat it. Instead, the company plans to host the first fight between humanoids armed with blades on Friday night in San Francisco.
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There’s dystopian, and then there’s whatever this company is up to.
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Meet the Sad Wives of AI • WIRED
Alessandra Ram:
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If I had to listen to another minute of my husband talking about Claude Code, I might have actually died. It was 11 pm in Berkeley, California, where I was home alone with our 10-month-old daughter, and 2 am in Cambridge, Massachusetts, where he was visiting for his newish job in AI. “JUST LOOK AT THIS!” he shouted. The FaceTime camera zoomed toward a laptop sitting on a hotel bed. “SEE?!”
See what, I thought. I wanted to shower. I still had to take the dog out.
“ARE YOU LOOKING?” he shouted again. I wasn’t. I was looking at our real baby. But that’s the thing. There are two babies in this household now: the small human one and the large language model. Both demand constant attention. Both keep us up at 2 am.
Is this a Sophie’s choice kind of situation? Please. I’d kill the AI baby in an instant.
There’s a strange and under-discussed side effect of the AI boom: what it’s doing to family dynamics. By which I mean: how it’s potentially destroying family dynamics. I’m sure this applies to all kinds of families, gay or straight, rich or poor, with any AI-pilled members. The technology is coming, has come, for us all. But for the purposes of this story, I mostly spoke to white-collar heteros in the Bay Area, because that’s where a certain psychological crisis seems most acute. Often it goes like this: He works in AI, and she does everything and anything else. Other times, it’s bleaker: He desperately wants to work in AI—or feels he must work in AI—and she wants him to do literally anything else.
Either way, the men go in and the women want out. How many? It depends on how you define “working in AI.” About 71% of “AI-skilled workers,” according to one report, are men, and there are roughly 35,000 open AI roles in the US at any given moment. Broaden that to include investors and you’re adding thousands more. Broaden it further to include every man who has mentioned to his wife that he is “looking at some opportunities in the space”—and we’re in the millions. Conservatively, that means hundreds of thousands of spouses, partners, and girlfriends, holding down the fort while someone mansplains the singularity to them. There are, in other words, a lot of us, and more of us are surfacing—gasping for air and a single conversation that doesn’t involve LLMs—by the day.
There’s a name for our ranks. I call us the Sad Wives of AI.
…Yana van der Meulen Rodgers, the chair of labor studies and employment relations at Rutgers University, has a blunt take: What’s happening in Bay Area households isn’t just a lifestyle story. It’s a labor market story. The AI boom, Rodgers says, is creating a “perfect storm” of forces reshaping household dynamics, playing out along predictably gendered lines.
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It’s a great piece. (BTW those who find the other half absent while they mind the home and possibly child[ren] are “Single Married Parents”. Lots of them in this piece.)
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BBC boss Matt Brittin details Silicon Valley revolution at broadcaster • Deadline
Jake Kanter:
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Attempting to lift staff from the gloom of corrosive job-cut announcements, [new BBC director-general Matt] Brittin spoke about the BBC radically rethinking how it meets audience needs online by decentralizing decision-making power, embracing a sense that digital — not traditional broadcast — “can be flagship,” building and testing new online products quickly, and recognizing that it’s ok to “experiment and fail.”
In other words, Brittin outlined a Silicon Valley-isation of the BBC.
“We have to recommit to our mission, our public service mission, pursuing truth, bringing people together, boosting homegrown storytelling,” he told staff, per an audio recording obtained by Deadline. “We have to recommit to that mission. We have to reinvent how we do it. [We] have to understand and protect the magic of the BBC and change everything else, in order to serve those audiences.”
He continued: “I love the BBC. It’s full of words and discussion and slide decks and framing and reframing and reconstituting, and going around the houses, and actually, I’d like us to celebrate activity less, and outcomes more. And getting faster to outcomes that make a difference to an audience.
“Not [just], ‘We did this great marketing campaign,’ but actually, ‘It drove up watch time usage and active accounts,’ right? Or, ‘We did this piece of journalism, and it changed the law, and it landed with these audiences.’”
Brittin illustrated this by introducing BBC employees to Manon Dave, the head of future world design in the corporation’s Media Tech unit. Dave told colleagues that he spent time on holiday redesigning iPlayer without any internal limitations. He wants the streaming service to become a place where audience members say, “I want to iPlayer and chill,” though it is not clear if this means retaining the sexual connotations of the original “Netflix and chill” internet slang.
Dave’s vision for iPlayer included an AI agent called Iggy, which helps recommend and summarize iPlayer content, and can speak to audiences in different languages. Other ideas Dave presented to staff included a personalized “hero” picture at the top of iPlayer’s home screen, which picks out algorithm-led content recommendations based on past viewing habits. He also demonstrated “Vegas mode,” allowing viewers to “roll the dice” and see what iPlayer selects for them.
Brittin said Dave — who at one point during his presentation referred to the director-general as “my big homie” — had captured a “pioneering mindset” that he wants to see more of at the BBC. Brittin added that the BBC plans to begin testing some of Dave’s ideas with audiences “in the coming weeks.”
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Certainly iPlayer needs to be better, and the BBC spends too much time gazing in awe at its navel. Yet it’s surprising what things do work. Apparently the message shown in the second half of World Cup football matches encouraging people to pay their licence fee led to people coughing up. Sometimes it’s the simple things that work.
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UK motorists can now see live fuel prices on Google Maps • The Guardian
Jillian Ambrose:
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Drivers will be able to see live petrol prices on Google Maps for the first time from Thursday, in a move that will help motorists shop around for the cheapest fuel.
Millions of motorists will be able to find the cheapest petrol and diesel prices by searching for a local forecourt in the Google app, in what could prove to be “a major development” in making fuel prices more fair, according to campaigners.
The tech company will use data from the government’s Fuel Finder platform, which displays real-time prices at 99% of forecourts, to show Google Map users the cheapest in their local area.
It is expected to make forecourt pricing more transparent and encourage competition between fuel retailers, as millions face record-high road fuel costs due to the global squeeze on supplies prompted by the US-Israel war on Iran. The average price of diesel in the UK recently hit a record £2 a litre, having risen by more than 40% since late February.
Edmund King, the president of motoring group the AA, said: “Getting transparent fuel prices on to Google Maps is a massive step forward and means most drivers will have easy access to pump prices. Hopefully, this high-level pump-price transparency will also encourage more competitive prices from retailers.”
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The weird thing about this is that the Fuel Finder site works perfectly well. Stick in a postcode and you’ll get stations nearby, and you can pick which fuel you want. Nice use of open data, though.
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OpenAI just carpet-bombed mathematics • The Atlantic
Konstantin Kakaes:
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In the growing chorus of mathematicians revolting against AI companies, Hugo Duminil-Copin, who in 2022 received the Fields Medal, math’s highest honor, has perhaps put mathematicians’ concerns most vividly. In an essay published just before OpenAI announced last month that it had solved one of seven grand mathematical challenges known as the Millennium Prize Problems, he wrote that AI proofs “nuke the mathematical landscape, making it increasingly difficult to inhabit after each blast.”
If resolving a Millennium Prize Problem was like dropping an atomic bomb, then the results that OpenAI shared Tuesday were a mathematical carpet-bombing. Mathematicians had been bracing for the assault: OpenAI had teased that a new model had found solutions to “more than 100 long-standing open problems across most areas of mathematics.” When the drop came, it included 377 new proofs by an as-yet-unnamed proprietary model.
About a third are major proofs of conjectures that are famous across mathematics. Another third are significant within their mathematical subfield. The remaining third are either more minor results or variants. Hundreds of people had spent dozens of years trying to understand—and prove—the results that OpenAI released in a single day.
Mathematicians are still picking through the rubble. It is too early for anyone to have verified the OpenAI work in detail, but several mathematicians have told me that at least some of the papers appear not to prove what they claim to prove. (Every carpet-bombing has a few munitions that fail to explode.) OpenAI has already withdrawn three of its papers; still, “we expect mistakes to be quite rare,” an OpenAI spokesperson told me in an email. The company also said, as part of the initial announcement, that the model had attempted to solve about 3,600 further problems for which the company did not release successful proofs. OpenAI promised to pay mathematicians to study AI-produced results, although the company has yet to specify how generous the funding will be.
“We don’t believe the future of mathematics is set. We’re working with the math community to navigate the future collaboratively,” the spokesperson wrote. Nonetheless, many mathematicians are looking at that future with apprehension. They worry that having AI leap to solve proofs will sacrifice what the struggle to get there might have yielded. They worry especially about how they will train younger mathematicians to find that spark of life, or wanting to at all. And they worry that, if mathematicians have no reason to pursue the mysteries of their field, then the rest of us will stumble into a world run by machines whose workings nobody understands.
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Did any of us expect that the first group of people to be put thoroughly out of work by AI would be mathematicians? Absolutely not. (Gift link.)
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Google, Meta said to be paying premium for land internet routes amid Red Sea clash • Rest of World
Indranil Ghosh:
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US cloud giants are facing steep prices to secure backup internet routes around the Red Sea as fighting rages over the Red Sea strait that carries most data cables between Europe and Asia.
More than 90% of data capacity between Europe and Asia runs through cables under the Red Sea. The cables enter the sea at Bab al-Mandab, a strait less than 32 kilometers (20 miles) wide between Yemen and the African nations of Djibouti and Eritrea.
The Houthis, a US-designated terrorist organization, seized Yemen’s side of the strait in September, including the island of Mayyun. On October 5, Saudi-backed government forces said they had retaken key positions around the strait and the port of Mocha — claims the Houthis denied.
In September, Google bought a pair of fiber strands running along Turkish state pipelines, paying two to three times the roughly €6m ($7m) that newer lines crossing Turkey are expected to cost, said a person familiar with the deal, requesting anonymity because the details are not public. Long-distance fiber is usually sold with a single upfront payment covering 15 years or more of use. Buyers also pay a separate annual fee for maintenance.
Microsoft said on September 23 that it plans to invest more than $400m in subsea and land links across the Middle East by 2030. Iraq also signed a contract with Qatari telecom company Ooredoo on September 10 to carry data toward Europe through an underground route from the southern port of Al-Faw.
Almost all major cloud companies are looking for backup routes around the Red Sea, the person told Rest of World. Google and Meta have started sending some live traffic through a land route across Iraq that they had previously held in reserve, the person said.
Google and Meta did not respond to Rest of World’s requests for comment by the time of publication.
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Musk admits Tesla Robotaxi struggles to see pets at night. Lidar doesn’t • Electrek
Fred Lambert:
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Elon Musk says the main thing holding back Tesla Robotaxi’s night hours is that the cars have a hard time seeing pets in the dark. His example was “grey kittens on grey tarmac.”
That’s a low-light, low-contrast detection problem, which is the textbook weakness of cameras and the exact thing lidar and radar handle. Musk has spent years calling those sensors a “crutch” and a “fool’s errand.”
Late Friday night, Tesla’s Robotaxi account announced that the Austin service is “now available until 11pm.” Until now, it shut down at 10 PM.
Musk reposted the announcement and explained what’s keeping the cars off the road later than that: “The main thing we’re trying to solve is making sure that we don’t run over pets when they’re hard to see at night. Literally trying to avoid grey kittens on grey tarmac in the dark.”
Some context on that extra hour. When Tesla launched Robotaxi in Austin in June 2025, the app took ride requests from 6 AM to midnight. Fifteen months later, the service closes an hour earlier than it did on day one. And it’s a small service. Tesla has barely scaled since launch, even with the addition of the Cybercabs last month.
A camera is a passive sensor. It works with whatever light bounces off an object, and it picks that object out by how much it stands apart from the background. A grey animal on grey pavement at night gives it very little of either.
Lidar is an active sensor. It fires its own laser pulses and times how long they take to come back, which gives the car a distance and a 3D shape for whatever is sitting on the road. It works the same at midnight as it does at noon, and it doesn’t need the kitten to be a different color than the asphalt. It needs the kitten to stick up from the road, and kittens, being 3D objects, tend to do that.
Radar does a similar job with radio waves and adds speed. It’s weaker on something that small, but it keeps working in the fog, dust and glare that blind cameras.
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When Steve Jobs was wrong and recognised his mistake, he simply changed course. Musk’s weakness is he can’t.
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“Uber agents,” undercover AI personas, and other ways newsrooms are using AI in investigations • Nieman Journalism Lab
Andrew Deck:
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The release of the Epstein Files was a huge moment for AI in investigative journalism. Journalists across the U.S. woke up on January 30, 2026 to a Department of Justice drop of over 3.5 million pages of documents and tens of thousands of images and videos.
Duy Nguyen, who leads AI science research at the Times, noted that the PDFs in the Epstein Files would stack as high as the Empire State Building if they were printed out, and would take 11 years for one reporter to read. (Epstein sent an average of 65 emails every day for a decade.) It would take a reporter a month to listen to and watch all the audio and video clips.
Many newsrooms decided that the early organization and research into these documents was a task primed for AI technologies. Engineers from the Associated Press, NPR, and the Times led a session on how they built tools to help reporters sift through the documents.
NPR built an internal search tool that let reporters across the newsroom find the documents relevant to their beats, said Kriti Singh, a design technologist at NPR’s AI Labs. Her team classified documents by type (email, legal filing, flight log, witness list), grouped them by location (city, county, hotel, university), and extracted entities (making sure, for instance, that a search for “Prince Andrew” also surfaced files that mentioned “the Duke of York”).
The Times AI Initiatives team built the Epstein Files Engine, an internal chatbot to help reporters comb through the files. “There are so many sorts of threads that you can pull from such a big corpus, and the chat interface really allows [reporters] to dive deep,” said Nguyen. The engine’s interface was built with LibreChat, a free, open-source, self-hosted AI chat platform.
…Ultimately, more than 100 Times journalists posed more than 5,000 questions to the engine, and it contributed to at least 20 published stories. “This was a signifier of just how powerful an agentic chat interface could be in a newsroom,” said Nguyen. (His team recently published an academic article detailing the tool’s development.)
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(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








