The Download: the North Pole’s future and humanoid data

I’ve combed the internet to find you today’s most fun/important/scary/fascinating stories about technology.

1 Google, Microsoft, Amazon, and Meta have all set AI spending records
Collectively, they’re up 71% on the same quarter last year.  (NYT $)
+ Microsoft, Google and Amazon reported big payoffs from the splurge. (FT $)
+ But Meta’s shares slid after its plans spooked investors. (BBC)
+ What even is the AI bubble? (MIT Technology Review)

2 The White House opposes Anthropic’s plan to expand Mythos access
It’s concerned about the model’s cyber risks. (Bloomberg $)
+ And worried that the government will lose compute access. (WSJ $)
+ Anthropic is seeking funding at a valuation over $900 billion. (Bloomberg $)

3 Elon Musk has claimed OpenAI’s leaders “looted the nonprofit”
During testimony, Musk said he “was a fool” for trusting them. (Gizmodo)
+ But he had raised his own concerns about OpenAI’s non-profit status. (The Verge)
+ The case could reshape the AI landscape. (MIT Technology Review)

4 Autonomous vehicles may be worsening
According to emergency first-responders, glitches are increasing. (Wired)

5 OpenAI has abandoned much of its Stargate plan
It will no longer develop its own data centers. (FT $)
+ The project’s compute requirements have been questioned. (MIT Technology Review)

6 A convicted Harvard scientist is rebuilding a brain-computer lab in China
He had previously been named the world’s top chemist. (Reuters $)
+ But was then convicted for lying about payments from China. (NYT $)

7 Families have sued OpenAI over a mass shooter’s use of ChatGPT
They say OpenAI provided a dangerously defective version of the chatbot. (NPR)

8 Apple is reportedly close to giving up on the Vision Pro
After the latest model flopped. (MacRumors) 

9 Senators are interrogating US AI firms on safeguards against China
Over fears of IP theft. (Axios)

10 Friendly AI chatbots are more likely to be inaccurate
A new study found kinder answers contained more mistakes. (BBC)

Quote of the day

“Never talk about goblins, gremlins, raccoons, trolls, ogres, pigeons, or other animals or creatures unless it is absolutely and unambiguously relevant to the user’s query.” 

—OpenAI instructs Codex to avoid critter talk in a system prompt for the coding agent, Ars Technica reports.

One More Thing

ARTHUR MOUNT

Is this the most energy-efficient way to build homes?

When engineers began designing an ultra-efficient home in the 1970s, they realized the trick wasn’t generating energy in a greener way, but using less of it. They needed to make a better thermos, not a cheaper coffee maker.

That idea helped inspire today’s passive-house standard: airtight buildings that can cut energy use by up to 90% through better windows, insulation, and ventilation.

Although they’re often considered a cold-climate approach, passive houses actually have universal benefits. Find out what makes them so efficient.