
Once upon a time Allbirds sold shoes. But that’s so 20th century; now it’s decided to become an AI server space rental company. CC-licensed photo by Joe Flood on Flickr.
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A selection of 9 links for you. Footless. I’m @charlesarthur on Twitter. On Threads: charles_arthur. On Mastodon: https://newsie.social/@charlesarthur. On Bluesky: @charlesarthur.bsky.social. Observations and links welcome.
Iran used Chinese spy satellite to target US bases • Financial Times
Miles Johnson, Peter Andringa, Alison Killing, Charles Clover and Demetri Sevastopulo:
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Iran secretly acquired a Chinese spy satellite that gave the Islamic republic a powerful new capability to target US military bases across the Middle East during the recent war, according to a Financial Times investigation.
Leaked Iranian military documents show the satellite, known as TEE-01B, was acquired by the Islamic Revolutionary Guard Corps’ Aerospace Force in late 2024 after it was launched into space from China.
Time-stamped coordinate lists, satellite imagery and orbital analysis show that Iranian military commanders later tasked the satellite to monitor key US military sites. The images were taken in March before and after drone and missile strikes on those locations.
TEE-01B was built and launched by Earth Eye Co, a Chinese company that says it offers “in-orbit delivery”, a little-known export model under which spacecraft launched in China are transferred to overseas customers after reaching orbit.
As part of the agreement, the IRGC was granted access to commercial ground stations operated by Emposat, a Beijing-based provider of satellite control and data services with a global network spanning Asia, Latin America and other regions.
The use of a Chinese-built satellite by the IRGC during a war where Tehran has repeatedly targeted its neighbours with missiles and drones is likely to be highly sensitive across the region. China is the largest trading partner of the Gulf countries and is the largest buyer of their oil.
The logs show that the satellite captured images of Prince Sultan Air Base in Saudi Arabia on March 13, 14 and 15. On March 14, US President Donald Trump confirmed US planes at the base had been hit. Five US Air Force refuelling planes were damaged.
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China helping Iran out should be a big concern for the US. It’s not surprising, but it is a problem.
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The FCC just saved Netgear from its router ban for no obvious reason • The Verge
Sean Hollister:
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The United States’ foreign router ban didn’t make a whole lot of sense, and today may not change that. The FCC has just granted Netgear a conditional approval to import its future consumer routers, cable modems, and cable gateways into the US through October 1st, 2027 — even though the company builds those devices in Asia and has not announced any plan to bring manufacturing to the United States.
Neither the FCC’s announcement nor Netgear’s announcement explain why Netgear was granted the temporary exemption. The FCC only states that the Pentagon has now made “a specific determination” that “such devices do not pose risks to U.S. national security.”
That’s strange, given how the FCC’s original and exceptionally loose justification for the entire router ban was that foreign routers automatically pose a national security threat because of incidents like Volt Typhoon, where Netgear routers were among those primarily targeted by the Chinese hacking group. (The issue was arguably US telecom companies and router owners not following basic security best practices like updating firmware and changing default passwords, not the routers themselves.)
The FCC’s approval is also strange because the agency’s Conditional Approval process makes router makers submit “a detailed, time-bound plan to establish or expand manufacturing in the United States,” but Netgear has not publicly committed to US manufacturing as of today.
When public companies make material disclosures that might affect their fortunes, they’re legally required to inform investors — and Netgear did do that in this case, submitting these two documents to the US Securities and Exchange Commission (SEC). But Netgear doesn’t say anything about US manufacturing there. Perhaps Netgear doesn’t think it’s investing enough in US manufacturing for it to be a material disclosure? Perhaps Netgear isn’t investing in US manufacturing at all?
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Hollister asked the FCC and Netgear whether there was some US manufacturing on the way. Neither had responded after 24 hours. Also, the ban is on future routers, not existing ones; so old hackable junk is fine, but new stuff needs to be proven. As the headline says, make it make sense.
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Allbirds pivots from shoes to AI: stock soars • CNBC
Lola Murti and Gabrielle Fonrouge:
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Allbirds made a surprising announcement Wednesday that it is pivoting from shoes to artificial intelligence.
The move boosted shares of the miniscule market cap company — it was valued at about $21m at Tuesday’s close — by 582%. The shares, which were under $3 a day ago, jumped to about $17.
The company announced that it’s pivoting its business to AI compute infrastructure in a release posted to its investor relations page.
The company, which according to the release will be called NewBird AI, announced a deal to raise up to $50m in funding, expected to close in the second quarter of 2026.
“The Company will initially seek to acquire high-performance, low-latency AI compute hardware and provide access under long-term lease arrangements, meeting customer demand that spot markets and hyperscalers are unable to reliably service,” the company said in the announcement.
Allbirds, once a Wall Street darling valued north of $4bn, announced a deal with American Exchange Group to sell its intellectual property and other assets for $39m last month.
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Translation of the company’s statement: we’ve got warehouses that you could put servers in, and we hear there’s a shortage of virgin server rooms at the moment.
Very reminiscent of the December 2017 announcement by the Long Island Iced Tea Corporation that it was rebranding as the Long Blockchain Corporation. Wendyg emails to call this as the top of the AI bubble, and it’s pretty hard to disagree.
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Physicists think they’ve resolved the proton size puzzle • Ars Technica
Jennifer Ouellette:
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There has been considerable debate among physicists over the last 15 years about conflicting measurements of the charge radius of a hydrogen atom’s proton—some confirming the predictions of our strongest theoretical models, others suggesting it was smaller than expected. The discrepancy hinted at possible exciting new physics. Now the debate seems to be winding down with the latest experimental measurements, described in two recent papers published in the journals Nature and Physical Review Letters, respectively. And the evidence has tilted in favor of a smaller proton radius and against new physics.
“We believe this is the final nail in the coffin of the proton radius puzzle,” Lothar Maisenbacher, of the University of California, Berkeley, who co-authored the Nature paper, told Ars.
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Filed under “long-running disputes you had no idea particle physicists were having”.
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Cybersecurity looks like proof of work now • dbreunig
Drew Breunig:
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If Mythos continues to find exploits so long as you keep throwing money at it, security is reduced to a brutally simple equation: to harden a system you need to spend more tokens discovering exploits than attackers will spend exploiting them.
You don’t get points for being clever. You win by paying more. It is a system that echoes cryptocurrency’s proof of work system, where success is tied to raw computational work. It’s a low temperature lottery: buy the tokens, maybe you find an exploit. Hopefully you keep trying longer than your attackers.
This calculus has a few immediate takeaways:
First, open source software [OSS] remains critically important.
For those of you who aren’t exposed to AI maximalists, this statement feels absurd. But lately, after the LiteLLM and Axios supply chain scares, many have argued for reimplementing dependency functionality using coding agents.
Here’s [noted AI researcher Andrej] Karpathy, just a few weeks ago:
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Classical software engineering would have you believe that dependencies are good (we’re building pyramids from bricks), but imo this has to be re-evaluated, and it’s why I’ve been so growingly averse to them, preferring to use LLMs to “yoink” functionality when it’s simple enough and possible.
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If security is purely a matter of throwing tokens at a system, Linus’s law that, “given enough eyeballs, all bugs are shallow,” expands to include tokens. If corporations that rely on OSS libraries spend to secure them with tokens, it’s likely going to be more secure than your budget allows. Certainly, this has complexities: cracking a widely used OSS package is inherently more valuable than hacking a one-off implementation, which incentivizes attackers to spend more on OSS targets.
Second, hardening will be an additional phase for agentic coders.
We’ve already been seeing developers break their process into two steps, development and code review, often using different models for each phase. As this matures, we’re seeing purpose-built tooling meeting this pattern. Anthropic launched a code review product that costs $15-20 per review.
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So agents write the code faster, but now we have to set them to work checking all the code that has already been written, which means we aren’t going to make any more progress than before. But it will be a lot more secure!
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BBC to cut up to 2,000 jobs in biggest downsize in 15 years • The Guardian
Mark Sweney and Geraldine McKelvie:
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The BBC is to cut as many as 2,000 jobs in the biggest downsizing of the public service broadcaster in 15 years.
Staff were informed of the cuts, which will affect about 10% of the BBC’s 21,500 employees, at an all-staff meeting on Wednesday afternoon.
The round of job losses, the biggest at the BBC since 2011, is being set in motion before the former top Google executive Matt Brittin takes over as director general next month.
The corporation announced a £600m cost-cutting plan in February, saying that it would involve a reduction in headcount and the end of some programming. Tim Davie, the outgoing director general, said at the time that the BBC would need to cut 10% of its approximately £6bn annual cost base over the next three years.
Davie left the BBC on 2 April, having announced his resignation in November after controversy over coverage of issues including Donald Trump, Gaza and trans rights.
Rhodri Talfan Davies, the BBC’s interim director general, led the all-staff meeting, news of which was first reported by the Financial Times. Davies will continue to head the corporation until Brittin arrives on 18 May.
After the meeting, Talfan Davies said in an email to staff: “As you know, the BBC is facing significant financial pressures, which we need to respond to with pace. Put simply, the gap between our costs and our income is growing. This is being driven by a number of factors: production inflation remains very high; our licence fee and commercial income is under pressure; and the global economy remains turbulent.
“To address this, we need to save an additional £500m from our total annual operating costs of £5bn over the next two years, with the bulk of the new savings required in 2027-28.
“Inevitably, these plans will also mean reducing the number of jobs in the BBC. While we still have to work through the detail, we anticipate that the overall number of jobs will fall by 1,800-2,000. I know this creates real uncertainty, but we wanted to be open about the challenge.”
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The BBC’s current royal charter expires at the end of 2027. There’s no sign that the chocolate teapot otherwise known as culture secretary Lisa Nandy has any ideas on how to replace the licence fee, or supplement it usefully, or even – dramatic thought – increase the BBC’s revenues.
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Exclusive: China weighs curbs on exports of solar manufacturing equipment to US • Reuters
Reuters China, Nichola Groom and Norihiko Shirouzu:
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Chinese officials have held initial talks with providers of equipment to make solar panels as they consider limiting exports of the most advanced technology to the United States, said five people with knowledge of the consultations.
Such a clampdown would risk investments by US firms and set back a race for space-based computing, as China, estimated to make more than 80% of the world’s solar panel components, is also home to the top 10 suppliers of equipment to make solar cells.
No rule has been finalised, and the talks have not advanced to the stage of canvassing formal feedback from an industry grappling with severe overcapacity after years of aggressive expansion, two of the sources said.
China’s commerce ministry and its state council, or cabinet, did not immediately respond to faxed requests for comment from Reuters.
If adopted, such a move could threaten plans by US firms, such as Tesla, to build new factories or expand existing ones in efforts to boost local production.
It would also widen export controls in another area of technology where China has a lead, building on Beijing’s move to control rare earth exports a year ago in response to US tariffs.
The step comes at a time when the rivalry between China and the United States has spilled into the race to produce space-based computing powered by solar panels, a focus for Tesla CEO Elon Musk.
Other US tech companies such as Google and Amazon are investing in ground-based solar and energy storage systems, even as they count on similar orbital data centres to satisfy AI’s growing demand for power.
Analysts who track China’s solar industry and executives have braced for export controls, in part because concern is growing over efforts by Musk and others to boost solar panel production in the United States, reducing reliance on China.
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And of course this is a threat that can also be used as leverage over the strait of Hormuz, the source of a lot of oil that China wants.
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Social media is populist and polarising; AI may be the opposite • Financial Times
John Burn-Murdoch:
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Last year I used detailed data on the ideological positions of people who post on social media to show that they over-represent the radical right and left, confirming the polarisation hypothesis. Over the past week I have used the same dataset of tens of thousands of responses to questions on policy preferences and sociopolitical beliefs to test whether and how the most widely used AI chatbots shape conversations about politics and society. The results strongly support the theory of AI chatbots as depolarising and technocratising.
I found that while different AI platforms behave in subtly different ways, all of them nudge people away from the most extreme positions and towards more moderate and expert-aligned stances. On average, Grok guides conversations about policy and society towards the centre-right — a rightward push for most people but a moderating nudge towards the centre for those who start out as conservative hardliners. OpenAI’s GPT, Google’s Gemini and the Chinese model DeepSeek all exert similarly sized nudges towards a centre-left worldview — a slight leftward nudge for most people but a moderating push away from fringe leftwing positions.
Importantly, this remains true after accounting for partisan differences in AI platform usage and chatbots’ sycophantic tendencies. Even when the AI bots know a user’s political leanings, conversations with LLMs still direct hardline partisans on both flanks away from extreme beliefs on average.
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Somehow I missed this as the end of March, but it’s a faintly encouraging note about chatbots. If they can make people more reasonable – at least willing to listen to other ideas – then that’s a huge win.
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Users lose $9.5m to fake Ledger wallet app on the Apple App Store • Web3 Is Going Great
Molly White:
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After a fake version of the Ledger cryptocurrency wallet app made it onto the normally highly curated Apple App store, customers lost $9.5m to the malicious product. Believing it was a genuine Ledger product, people entered their seed phrases into the app, then discovered their wallets were immediately drained.
One victim, a musician who goes by G. Love, wrote: “I lost my retirement fund in a hack/Scam when I switched my Ledger over to my new computer and by accident downloaded a malicious ledger app from the Apple store. All my BTC gone in an instant.” According to him, he lost 5.9 BTC (~$445,000).
Crypto sleuth zachxbt traced some of the stolen funds through Kucoin, a Chinese cryptocurrency exchange that was recently fined and forced to exit US markets over licensing and anti-money laundering failures. “The three largest victims lost seven figures each,” he wrote.
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You can see how Apple would not be able to investigate this app closely enough to spot something like that. Though also: people are still messing about with cryptocurrency in this way?
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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








