
It’s just a pity that HBO’s series Silicon Valley isn’t still going – the current AI hype would suit it perfectly. CC-licensed photo by Steve Jurvetson on Flickr.
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It’s Friday, so there’s another post due at the Social Warming Substack at about 0845 UK time.
A selection of 9 links for you. Serialised. I’m @charlesarthur on Twitter. On Threads: charles_arthur. On Mastodon: https://newsie.social/@charlesarthur. On Bluesky: @charlesarthur.bsky.social. Observations and links welcome.
The Overspill is taking two weeks’ holiday.
Back May 5!
Please don’t break the world in the meantime.
Google ‘wilfully’ monopolised online advertising market, US judge rules • Financial Times
Stefania Palma and Stephen Morris:
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A US federal judge has ruled Google illegally acquired and maintained a monopoly in digital advertising, the latest antitrust defeat for the technology giant that could result in it being forced to divest parts of its business.
Leonie Brinkema, the district judge presiding over the case in Virginia, on Thursday said Google had “wilfully” monopolised two parts of the digital advertising market: the technology online publishers use to sell ad space, and the biggest exchange on which businesses bid for ads.
However, Brinkema found the US Department of Justice, which brought the case, was not able to prove Google unfairly dominated the third component of the market, advertiser ad networks.
The ruling comes after a federal judge in a separate antitrust case last year found the company spent billions of dollars on exclusive deals to maintain an illegal monopoly on search.
The second phase of that trial, in which the court will determine remedies that could include forcing Google to sell parts of its business, begins next week.
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This is a big decision. More coverage in the NY Times, with Google of course saying that it will appeal the decision.
Matt Stoller (who writes about Big Tech and antitrust) observes:
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Google’s middleman software services take between 30-50% of revenue spent by advertisers on ads meant for publications, instead of 1-2%. So if the judge finds a good remedy, it could mean billions of dollars more for the press, because Google won’t be able to take nearly as much.
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As he also points out, it’s the third big loss for Google: search, app store and now advertising. Also:
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More specifically, all three judges overseeing these Google cases have ruled that the company’s lawyers acted unethically, specifically calling out its top lawyer, Kent Walker for false claims of privilege and for allowing the wholesale destruction of documents while on a litigation hold. Here’s Brinkema today:
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Google’s systemic disregard of the evidentiary rules regarding spoliation of evidence and its misuse of the attorney-client privilege may well be sanctionable. But because the Court has found Google liable under Sections 1 and 2 of the Sherman Act based on trial testimony and admitted evidence, including those Google documents that were preserved, it need not adopt an adverse inference or otherwise sanction Google for spoilation at this juncture.
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If Walker keeps his job, that’s quite a statement by Google in the face of all this legal sanction. (Note: I’m a member of a class representative bringing a case against Google in the UK over the same claim of impoverishing publishers.)
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What ‘Silicon Valley’ knew about tech-bro paternalism • The Atlantic
Megan Garber:
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It takes a very specific strain of paternalism to believe that you can create something that both eclipses humanity and serves it at the same time. The belief is ripe for satire. That might be why I’ve lately been thinking back to a comment posted last year to a Subreddit about HBO’s satire Silicon Valley: “It’s a shame this show didn’t last into the AI craze phase.”
It really is! Silicon Valley premiered in 2014, a year before Musk, Sam Altman, and a group of fellow engineers founded OpenAI to ensure that, as their mission statement put it, “artificial general intelligence benefits all of humanity.” The show ended its run in 2019, before AI’s wide adoption. It would have had a field day with some of the events that have transpired since, among them Musk’s rebrand as a T-shirt-clad oligarch and Altman’s bot-based mimicry of the 2013 movie Her.
Silicon Valley reads, at times, more as parody than as satire: Sharp as it is in its specific observations about tech culture, the show sometimes seems like a series of jokes in search of a punch line. It shines, though, when it casts its gaze on the gendered dynamics of tech—when it considers the consequential absurdities of tech’s arrogance.
The show doesn’t spend much time directly tackling artificial intelligence as a moral problem—not until its final few episodes. But it still offers a shrewd parody of AI, as a consumer technology and as a future being foisted on us. That is because Silicon Valley is highly attuned to the way power is exchanged and distributed in the industry, and to tech bros’ hubristic inclination to cast the public in a stereotypically feminine role.
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One could probably watch Silicon Valley all over again. Rather like The IT Crowd, its power doesn’t come from the specifics, but the general revelation of the personalities. Dan Lyons, who (anonymously) wrote the very funny Fake Steve Jobs blog, having been a reporter in Silicon Valley (the place) was one of the consultants to the writers. It really worked. And if it was still going, it could have used stuff like this next item…
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LG brings “emotionally aware” targeted advertising to CTV via Zenapse • StreamTV Insider
Bevin Fletcher:
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Advertising creative has long been designed to elicit or capitalize on consumer emotions to serve different purposes, be it deepened brand connection and affinity or to drive sales. But now LG is teaming up with tech company Zenapse to do some reverse engineering of sorts and instead zero in on audience emotions and motivators beforehand so that advertisers can deliver more precisely targeted CTV ad messages that resonate with viewers’ personal mindsets.
Enhanced and more precise audience segments for targeted CTV advertising is just the first product the two are bringing to market together under what’s a broader partnership – a relationship that LG told StreamTV Insider “opens the door to future innovations that could shape new emotionally intelligent experiences for the TV screen.”
But first things first. Before potentially creating new experiences, LG is incorporating Zenapse’s existing proprietary Large Emotion Model (LEM) and emotional intelligence data into its CTV ad offering as part of a multi-year licensing partnership with LG Ad Solutions Innovation Labs.
So what is an LEM and what is the aim?
Many are likely familiar with the term LLMs (Large Language Model) for powering generative AI platforms, which are designed to generate and interpret language. An AI LEM, meanwhile, is built to understand emotional and psychological drivers.
…The Zenapse LEM classifies emotional context of each episode of content after collating publicly available script and plot information. Then the LEM indexes and categorizes users based on their dynamic consumption patterns – delivering the audience segment product that the partners are coming to market with.
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This sounds like rubbish from top to bottom. Your mindset isn’t dependent on what you watch. Romcom? Chocolate advert! Sci-fi? Home hardware! This is Wizard of Oz stuff.
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AI hype is drowning in slopaganda • Financial Times
Sid Venkataramakrishnan:
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One hint that we might just be stuck in a hype cycle is the proliferation of what you might call “second-order slop” or “slopaganda”: a tidal wave of newsletters and X threads expressing awe at every press release and product announcement to hoover up some of that sweet, sweet advertising cash.
That AI companies are actively patronising and fanning a cottage economy of self-described educators and influencers to bring in new customers suggests the emperor has no clothes (and six fingers).
There are an awful lot of AI newsletters out there, but the two which kept appearing in my X ads were Superhuman AI run by Zain Kahn, and Rowan Cheung’s The Rundown. Both claim to have more than a million subscribers — an impressive figure, given the FT as of February had 1.6m subscribers across its newsletters.
If you actually read the AI newsletters, it becomes harder to see why anyone’s staying signed up. They offer a simulacrum of tech reporting, with deeper insights or scepticism stripped out and replaced with techno-euphoria. Often they resemble the kind of press release summaries ChatGPT could have written.
Yet AI companies apparently see enough upside to put money into these endeavours. In a 2023 interview, Zayn claimed that advertising spots on Superhuman pull in “six figures a month”. It currently costs $1,899 for a 150-character write-up as a featured tool in the newsletter.
The Rundown hasn’t discussed its revenue breakdown. But if you want evidence of Big Tech’s favour, look no further than Cheung’s 35-minute interview with Mark Zuckerberg from 2024. It’s impressively Rogan-esque in its refusal to pose anything approaching a tough question.
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Yeah, listen, the market for worthless newsletters is pretty crowded already, OK?
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Japan’s big bet on stem-cell therapies might soon pay off with medical breakthroughs • Nature
Smriti Mallapaty:
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Japan is brimming with signs of an approaching medical revolution. Shiny white robots are tending dishes of cells, rows of incubators hum in new facilities, and a deluxe, plush-carpeted hospital is getting ready to welcome its first patients.
Building on the Nobel-prizewinning work of stem-cell scientist Shinya Yamanaka, researchers across the country are crafting cells into strips of retina, sheets of cardiac muscle or blobs of neurons, in the hope of treating blindness, mending hearts and reversing neurodegeneration. Results from early-stage clinical trials — some announced just in the past few weeks — suggest that the cells might actually be working to treat conditions as varied as Parkinson’s disease and spinal-cord injury.
Now, after nearly two decades of hard work and setbacks, many say that Japan is on the cusp of bringing these therapies to market.
Yamanaka, who runs a lab at Kyoto University, discovered in 2006 that adult cells could be reprogrammed into an embryonic-like state, capable of becoming practically any kind of tissue1. These induced pluripotent stem cells — or iPS cells — won Yamanaka the Nobel Prize in Physiology or Medicine in 2012, and propelled him to superstar status. They have become a symbol of the country’s global scientific aspirations.
The Japanese government has poured more than ¥110bn (US$760m today) into research and development on regenerative medicine, on top of billions more from private funders, organizations and companies. “People thought, ‘Now we can treat any incurable disease’,” says Shigeto Shimmura, director of Fujita Health University Haneda Clinic. “There was so much hype.”
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Pluripotent stem cells are yet another of the constant promises of science (along with nuclear fusion and quantum computing) but this feels a lot closer to really happening – as much as anything because nature has shown us that this works here on Earth, and we just have to follow along, while the other two are not like that at all.
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Following layoffs, Automattic employees discover leak-catching watermarks • 404 Media
Samantha Cole:
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As part of the company’s months-long obsession with catching employees leaking internal developments to the press, staff at WordPress parent company Automattic recently noticed individually-unique watermarks on internal sites, according to employees who spoke to 404 Media.
Automattic added the watermarks to an internal employee communications platform called P2. P2 is a WordPress product other workplaces can also use. There are hundreds of P2 sites across teams at Automattic alone; many are team-specific, but some are company-wide for announcements. The watermarks in Automattic’s P2 instance are nearly invisible, rendered as a pattern overlaid on the site’s white page backgrounds. Zooming in or manually changing the background color reveals the pattern. If, for example, a journalist published a screenshot leaked to them that was taken from P2, Automattic could theoretically identify the employee who shared it.
In October, as part of a series of buyout offers meant to test employee’s loyalty to his leadership, Automattic CEO Matt Mullenweg issued a threat for anyone speaking to the press, saying they should “exit gracefully, or be fired tomorrow with no severance.” Earlier this month, the company laid off nearly 300 people.
Many companies provide this kind of forensic watermarking for internal communications. In 2023, one watermarking startup raised $10m. Apple and Tesla reportedly have watermarking practices for emails and other internal comms, and some game developers add watermarks to game files to catch pre-release leaks.
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Still don’t understand what the big kablooey is at Automattic (apart from that it has owned Tumblr since 2019 and is probably losing a ton of money running it). It’s prety amazing to me that it had 300 people spare to lay off.
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Anti-spying phone pouches offered to EU lawmakers for trip to Hungary • POLITICO
Ellen O’Regan:
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Members of the European Parliament were offered special pouches to protect digital devices from espionage and tampering for a visit to Hungary this week, a sign of rising spying fears within Europe.
Five lawmakers from the Parliament’s civil liberties committee traveled to Hungary on Monday for a three-day visit to inspect the EU member country’s progress on democracy, the rule of law and fundamental rights.
One lawmaker on the trip confirmed to POLITICO that the Parliament officials joining the delegation were offered Faraday bags — special metal-lined pouches that block electromagnetic signals — by the Parliament’s services and were also advised to be cautious about using public Wi-Fi networks or charging facilities.
Hungary has previously come under fire from EU lawmakers for its use of spyware. The Parliament’s special inquiry committee into the use of spyware (PEGA) in 2023 conducted a fact-finding mission after revelations that intrusion software had been used against opposition figures, journalists and civil society in the country.
Hungary also faced EU scrutiny after Belgian and Hungarian media reported late last year that its intelligence agency had spied on EU officials visiting the country in 2015-2017, searching their hotel rooms and recording their phone conversations. The Hungarian government dismissed the reports.
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Hungary starts to feel like the very unwelcome person at the party. (Thanks Gregory B for the link.)
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Most Americans believe US not doing enough to protect environment, survey finds • The Hill
Lauren Irwin:
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Most Americans believe the United States isn’t doing enough to protect the environment, a new survey found.
According to a poll, released Thursday by Gallup, 57% of Americans said the government is doing too little to protect the environment.
That’s up 7 percentage points from last year’s survey, in which half of respondents said too little was being done.
Additionally, 30% of U.S. adults said the government is doing “about the right amount,” and 11% said there is “too much” being done to protect the environment.Gallup noted that more than three decades of survey data shows Americans have consistently said the government isn’t doing enough to protect the environment.
The opinions fluctuated based on who is in office, the survey found. More Americans generally said the government is doing too little on the environment when a Republican administration leads than during a Democratic presidency. Former President Obama received the lowest readings, all below 50%.
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One wonders about the 11% who think there’s too much effort. But the stripping of the Environmental Protection Agency under Trump means that “too little” number is surely going to jump in future.
Side note: this is the sort of story that will – in fact perhaps should – be written by AI. It contains absolutely nothing that isn’t in the survey; no outside quotes, barely any extra context. I’ve been the drudge writing stories like that, and it’s an utter grind.
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GoDaddy mistake took Zoom offline for about 90 minutes • The Register
Simon Sharwood:
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A bad mistake by GoDaddy took Zoom offline for almost two hours on Wednesday afternoon, US time.
Zoom explained the situation in an incident report that opened with a 12:17 PDT (Pacific Time) update that advised customers “We are investigating domain name resolution issues on the zoom.us domain that is affecting multiple services.”
Zoom later admitted the outage started at 11:25 PDT.
We understand that video meetings hosted on Zoom were interrupted mid-stream, with “This site can’t be reached” or “Check if there’s a typo in zoom.us” errors appearing on-screen.
Users who tried to reach the Zoom status page at status.zoom.us were out of luck – it was down too. Zoom account managers were hard to reach as most use Zoom’s VoIP phones to communicate with customers.
Cisco’s ThousandEyes observability outfit analyzed the incident and picked it as a DNS problem that meant top-level domain nameservers did not have the records for zoom.us.
“The issue had a cascading effect that impacted Zoom’s services, particularly their main webpage, zoom.com,” ThousandEyes added. “This indicates that the content delivery network (CDN) serving Zoom was unable to connect to the backend services hosted on zoom.us.”
…The final incident report update, time-stamped 17:31 PDT, revealed the cause of the incident: “On April 16, between 2:25 P.M. ET and 4:12 P.M. ET, the domain zoom.us was not available due to a server block by GoDaddy Registry. This block was the result of a communication error between Zoom’s domain registrar, Markmonitor, and GoDaddy Registry, which resulted in GoDaddy Registry mistakenly shutting down zoom.us domain.”
Markmonitor is a domain management and security outfit. GoDaddy Registry manages the entire .us namespace. If its stewardship of .us domains can see it take them offline, the org has a fair bit of explaining to do.
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Hard to imagine how much work must have actually got done in those precious two hours.
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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








