
The price of battery storage has dropped rapidly in the past year, making a combination with solar a hugely viable prospect. CC-licensed photo by Kecko on Flickr.
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A selection of 9 links for you. Bright idea. I’m @charlesarthur on Twitter. On Threads: charles_arthur. On Mastodon: https://newsie.social/@charlesarthur. On Bluesky: @charlesarthur.bsky.social. Observations and links welcome.
Two is already too many • Works in Progress Magazine
Phoebe Arslanagic-Little:
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South Korea has the lowest fertility rate in the world. Its population is (optimistically) projected to shrink by over two thirds over the next 100 years. If current fertility rates persist, every hundred South Koreans today will have only six great-grandchildren between them.
…South Koreans work more hours – 1,865 hours a year – in comparison with 1,736 hours in the US and 1,431 in Sweden. This makes it hard to balance work and motherhood, or work and anything else.
There is intense pressure from employers for women not to have children: in surveys, 27% of female office workers report being coerced into signing illegal contracts promising to resign if they fall pregnant or marry.
South Korean work culture is notoriously sexist. After their long work days, colleagues are expected to go out drinking together. Alice Evans, a social scientist, spoke to a young South Korean woman who went to a karaoke bar with her colleagues and found they hired a sexy woman to serve them drinks. Her boss, noting her discomfort, chided her: ‘You shouldn’t be surprised by this, at your age.’
In response to these taxing hours, and with bosses unwilling to make accommodations to mothers, over 62% of women quit their jobs around the birth of their first child. (Some go back soon afterwards, which is why the total fall in employment is slightly less than this, at 49%.)
By the time a child turns ten, their mother will have seen her earnings fall by an average of 66%, considerably higher than the earnings penalty in countries including the US (31%), UK (44%), and Sweden (32%).
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This is a weird story of a country – or a culture – committing a sort of slow suicide by abstinence derived from its inherent sexism and prejudice against children.
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Why Switzerland is weighing a ten million population limit • Bloomberg via MSN
Bastian Benrath-Wright, Levin Stamm and Paula Doenecke:
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Growing support for far-right parties is pressuring European governments to introduce stricter controls on immigration. Switzerland is set to vote on a proposal that would take the idea to the next level — imposing a cap on its population.
The initiative could lead eventually to a blanket ban on new arrivals if the number of residents rises from around 9 million currently to above 10 million, with little distinction made between refugees, skilled workers and top managers on six-figure salaries.
Citizens will likely vote on the proposal next year under the country’s unique system of plebiscites on constitutional amendments and policy, and polls suggest there’s a chance they’ll approve it. The risk is it could lead to shortages of critical skills that end up harming Switzerland’s competitiveness. The outcome will show how far citizens are willing to go to preserve some of the traits that made their country such an appealing destination.
Switzerland’s dynamic economy has made it a major draw for foreign workers. The country is home to global businesses including UBS Group AG, Nestle SA and Novartis AG. Its relatively low taxes, highly skilled population and lean approach to government have also drawn in big foreign businesses including Google, IBM Corp. and Walt Disney Co. The country’s per-capita economic output is now the sixth-highest in the world.
The nation’s population has grown steadily for almost five decades, and many locals now complain of sky-high rents, traffic jams and overcrowding on trains and buses that harm their quality of life.
The right-wing Swiss People’s Party, or SVP, won 28% of the vote in the last election with a campaign that presented Swiss citizenship as a privilege, not a right. It came up with the idea of a population limit in 2023, presenting it as a way to preserve the Swiss lifestyle and protect its environment from excessive human activity.
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That’s quite bonkers.
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Disney invests $1bn in OpenAI, licenses 200 characters for AI video app Sora • Ars Technica
Benj Edwards:
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On Thursday, The Walt Disney Company announced a $1bn investment in OpenAI and a three-year licensing agreement that will allow users of OpenAI’s Sora video generator to create short clips featuring more than 200 Disney, Marvel, Pixar, and Star Wars characters. It’s the first major content licensing partnership between a Hollywood studio related to the most recent version of OpenAI’s AI video platform, which drew criticism from some parts of the entertainment industry when it launched in late September.
“Technological innovation has continually shaped the evolution of entertainment, bringing with it new ways to create and share great stories with the world,” said Disney CEO Robert A. Iger in the announcement. “The rapid advancement of artificial intelligence marks an important moment for our industry, and through this collaboration with OpenAI we will thoughtfully and responsibly extend the reach of our storytelling through generative AI, while respecting and protecting creators and their works.”
The deal creates interesting bedfellows between a company that basically defined modern US copyright policy through congressional lobbying back in the 1990s and one that has argued in a submission to the UK House of Lords that useful AI models cannot be created without copyrighted material.
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But simultaneously, Disney says Google AI infringes copyright “on a massive scale”:
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Disney has sent a cease and desist to Google, alleging the company’s AI tools are infringing Disney’s copyrights “on a massive scale.”
According to the letter, Google is violating the entertainment conglomerate’s intellectual property in multiple ways. The legal notice says Google has copied a “large corpus” of Disney’s works to train its gen AI models, which is believable, as Google’s image and video models will happily produce popular Disney characters—they couldn’t do that without feeding the models lots of Disney data.
The C&D also takes issue with Google for distributing “copies of its protected works” to consumers. So all those memes you’ve been making with Disney characters? Yeah, Disney doesn’t like that, either. The letter calls out a huge number of Disney-owned properties that can be prompted into existence in Google AI, including The Lion King, Deadpool, and Star Wars.
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How cheap is battery storage? • Ember
Kostantsa Rangelova and Dave Jones:
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In the next decade, 80% of global energy demand growth is projected to come from “regions with high-quality solar irradiation”, according to the IEA’s latest World Energy Outlook. In this Age of Electricity, most of the energy demand growth is electricity demand growth.
For these countries, combining solar with storage is now the most affordable path to meet soaring demand, improve energy security and reduce dependence on fossil fuel imports. This report shows how dispatchable solar can be achieved for around $76/MWh, which is cheaper and quicker than building a new gas power plant, especially if the country relies on more expensive LNG imports.
Battery manufacturing capacity is already scaling far ahead of demand,, with supply exceeding demand by a factor of three in 2024. While China currently dominates global battery production, this has triggered a wave of investment in new manufacturing capacity across Asia, Europe, the Middle East and the US as countries seek to diversify supply chains and enhance energy security.
Today, most grid scale batteries are LFP, using no nickel or cobalt. A shift towards sodium-ion technology has also begun, which will also cut out lithium, leaving no critical minerals in the battery.
Countries can deploy storage at speed today while also building their own clean-energy industries for tomorrow. Even when core BESS equipment is imported, roughly 40% of total project value (about $50/kWh out of $125/kWh) remains local through engineering, civil works, grid connection and other EPC activities. There is further potential to onshore value by building the core BESS equipment domestically using imported Chinese solar cells.
Cheap batteries do not just complement solar — they unlock its full potential. Solar is no longer just cheap daytime electricity; with storage, it becomes dispatchable, anytime electricity.
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Batteries at grid scale are really cheap now.
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Something ominous is happening in the AI economy • The Atlantic
Rogé Karma:
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company that most people have never heard of is among the year’s best-performing technology firms—and a symbol of the complex, interconnected, and potentially catastrophic ways in which AI companies do business these days.
CoreWeave’s IPO in March was the largest of any tech start-up since 2021, and the company’s share price has subsequently more than doubled, outperforming even the “Magnificent Seven” tech stocks. On Wall Street, CoreWeave is regularly referred to as one of the most important companies powering the AI revolution. In the past few months, it has announced a $22bn partnership with OpenAI, a $14bn deal with Meta, and a $6bn arrangement with Nvidia.
Not bad for a former crypto-mining firm turned data-center operator with zero profits and billions of dollars in debt on its books.
CoreWeave’s business model consists of buying up lots of high-end computer chips, and building or leasing data centers to house those chips. It then rents out those assets to AI companies that need computing power but prefer not to take on the huge up-front costs themselves. If this is straightforward enough, CoreWeave’s financial situation is anything but. The company expects to bring in $5bn in revenue this year while spending roughly $20bn. To cover that gap, the company has taken on $14bn in debt, more than half of which comes due in the next year.
…If, however, AI does not produce the short-term profits its proponents envision—if its technical advances slow down and its productivity-enhancing effects underwhelm, as a mounting body of evidence suggests may be the case—then the financial ties that bind the sector together could become everyone’s collective downfall. The extreme concentration of stock-market wealth in a handful of tech companies with deep financial links to one another could make an AI crash even more severe than the dot-com crash of the 2000s.
And a stock-market correction might be the least of America’s worries. When equity investments go bad, investors might lose their shirts, but the damage to the real economy is typically contained. (The dot-com crash, for example, didn’t cause mass unemployment.) But the AI build-out is so expensive that it can’t be funded by equity investments alone. To finance their investments, AI companies have taken on hundreds of billions of dollars in debt, a number that Morgan Stanley expects to rise to $1.5 trillion by 2028. When a bunch of highly leveraged loans go bad at the same time, the fallout can spread throughout the financial system and trigger a major recession.
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Apple wins partial reversal of sanctions in Epic Games antitrust lawsuit • Reuters
Mike Scarcella:
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Apple on Thursday persuaded a US appeals court to reverse parts of a court order requiring the iPhone maker to make changes to its lucrative App Store to promote greater competition, but lost its bid to overturn a sweeping injunction.
The San Francisco-based 9th US Circuit Court of Appeals, ruling in a lawsuit brought by Fortnite maker Epic Games, said parts of a judge’s April order holding Apple in contempt for violating a prior decision were overbroad and must be modified. But the appeals court upheld most of the contempt finding and an earlier injunction against Apple in the case.
The three-judge panel altered part of the lower court’s ruling that barred Apple from charging any commission or fee tied to purchases that do not take place on the Apple platform. The appeals court said the trial judge must now modify that part of her order.
Apple and Epic did not immediately respond to requests for comment.
Epic Games filed the lawsuit in 2020, seeking to loosen Apple’s control over transactions in applications that use its iOS operating system and its restrictions on how apps were distributed to consumers. Apple mostly won the lawsuit, but was required in a 2021 court injunction to allow developers to include links in their apps directing users to alternative purchasing methods.
Apple removed some restrictions but added new ones, including imposing a 27% commission on developers for purchases made outside the App Store within seven days of clicking a link. Apple charges developers a 30% commission fee for purchases within the App Store. Epic complained that the new 27% commission flouted the earlier injunction and urged the court to hold Apple in contempt.
US District Judge Yvonne Gonzalez Rogers ruled in April that Apple had defied her 2021 injunction and imposed a new ban on commissions tied to off-app purchases. She also referred the company to federal prosecutors for possible criminal contempt.
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It’s like an endless ping-pong match. Does anyone know where we’re up to? Apple under Tim Cook is never going to give up this grip on the App Store. But a successor?
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2025 in photos: wrapping up the year • The Atlantic
Alan Taylor:
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Looking back at some of the most memorable events toward the end of 2025, including Gen Z protests in Nepal, Hurricane Melissa in the Caribbean, and much more.
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A decent set though it’s a little concerning how many are about American right-wing events.
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Apple may have accidentally prevented governments banning iMessage • 9to5 Mac
Ben Lovejoy:
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FaceTime uses end-to-end encryption (E2EE), so audio and video calls cannot be intercepted by the state. However, some were curious why Russia hadn’t done the same with iMessage, which is similarly protected by E2EE.
One potential explanation offered is that iMessage usage within the country is extremely low, with most people preferring other messaging apps. Now, however, another possible explanation has surfaced.
When Apple commenter John Gruber wondered aloud about this, Mastodon user Magebarf had an idea: “Isn’t it still that the iMessage traffic is merged on the same endpoint as the push notifications? So, if taking out iMessage all remote push notifications to iPhone would immediately cease to work.”
They suggested this was a deliberate decision by Apple, but the aim was to ensure carriers, rather than repressive governments, couldn’t block iMessage. Carriers might otherwise have been tempted to do so as the service reduced demand for SMS, which attracted per-message charges at the time.
“Magerbarf” continued: “This is how they shoehorned in iMessage under the nose of all phone operators, who already had been using the push notifications as one of the the major reasons for their customers to get a iPhone, and now they couldn’t block the iMessage traffic.”
As evidence for this, they noted that choosing the messaging-only tier on in-flight Wi-Fi services means you continue to get push notifications for other apps you can’t actually access.
Since FaceTime also relies on the Apple Push Notification service (APNs), it’s not 100% clear whether this is indeed the explanation. There are also other methods a government could use to block iMessage, such as blocking access to Identity Services, though this may be tougher to implement across an entire country.
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UK porn traffic down since beginning of age checks but VPN use up, says Ofcom • The Guardian
Dan Milmo and Amelia Gentleman:
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Ofcom said the enforcement of age vetting on 25 July led to an immediate fall in visits to popular online porn publishers, including the most visited provider in the UK, Pornhub.
The regulator said visitor numbers to Pornhub in August were 9.8 million, a decline of 1.5 million compared with the same period in 2024. Ofcom said in its annual Online Nation report that, overall, visitor numbers to the 10 most-visited pornography services in the UK have now settled at a “lower level” than before 25 July.
Figures given to the Guardian by Similarweb, the US data firm that provided the Ofcom figures, shows that the slump in pornography viewing appears to have continued beyond August. The number of unique visitors to Pornhub was 7.2 million last month, a decline of 36% since August 2024. Visits to Xvideos and Chaturbate – the next two biggest sites – fell by 27% and 18% respectively over the same period.
Ofcom added that use of virtual private networks, software that can circumvent viewing restrictions by routing the visit via another country, had surged after 25 July. It said VPN usage more than doubled in the wake of age checking being introduced, rising from 650,000 users to a peak of more than 1.4 million in mid-August. The VPN number now stands at 900,000.
“Since August VPN usage has continued to steadily decline,” said Ofcom. “The level of daily VPN use is much lower than user numbers for porn services.”
Pornhub, owned by a Canadian private equity firm, said the loss of user numbers was “not a surprise” and was consistent with other jurisdictions that have introduced stringent age checks. It has claimed the changes have driven porn users to sites that are not compliant with the Online Safety Act.
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This will be a big disappointment to all the VPN vendors, which spent big on advertising on podcasts and similar earlier in the year. Notice how you don’t hear or see those ads any more now the OSA is in force?
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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








