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Oil Closes Sharply Lower as Iran Risk Fades

Oil fell sharply as geopolitical risk premiums faded after US President Donald Trump said Washington is talking with Iran, while a broader commodities selloff exacerbated the slide. West Texas Intermediate plummeted 4.7% to settle near $62 a barrel, the biggest loss since June, while Brent futures also nosedived. Trump downplayed Iran supreme leader Ayatollah Ali Khamenei’s threats of a regional war over the weekend, reiterating he’s hopeful they’ll make a deal. The Islamic Republic’s foreign ministry said it hopes diplomatic efforts will avert a war. White House envoy Steve Witkoff and Iranian Foreign Minister Abbas Araghchi are set to meet in Istanbul on Friday, Axios reported, citing two people familiar with the matter. “The move lower looks more like a positioning reset than a fundamental shift,” said Haris Khurshid, chief investment officer at Karobaar Capital LP. “With no new supply shock, oil is giving back some risk premium as the market recalibrates after pricing in near-term disruption that just didn’t materialize.” Crude was also hit as commodities, particularly metals, came under intense selling pressure. Gold fell as much as 10%, and copper at one point dropped more than 5% as they continued a retreat that started on Friday. The precipitous drop comes on the back of WTI’s biggest monthly increase since 2023, supported by broad-based flows into commodities during the same period. The prospect of conflict with Iran and pockets of supply disruption led to a surprisingly tight first month of the year. Still, the wider backdrop is one of elevated supplies, particularly in the first half of 2026. At current prices, the sharp reversal will trigger selling from trend-following commodity trading advisors, according to James Taylor, head of the quant service at consultant Energy Aspects. More selling would come if Brent falls below $65 a barrel, he added, noting

Read More »

What we’ve been getting wrong about AI’s truth crisis

This story originally appeared in The Algorithm, our weekly newsletter on AI. To get stories like this in your inbox first, sign up here. What would it take to convince you that the era of truth decay we were long warned about—where AI content dupes us, shapes our beliefs even when we catch the lie, and erodes societal trust in the process—is now here? A story I published last week pushed me over the edge. It also made me realize that the tools we were sold as a cure for this crisis are failing miserably.  On Thursday, I reported the first confirmation that the US Department of Homeland Security, which houses immigration agencies, is using AI video generators from Google and Adobe to make content that it shares with the public. The news comes as immigration agencies have flooded social media with content to support President Trump’s mass deportation agenda—some of which appears to be made with AI (like a video about “Christmas after mass deportations”). But I received two types of reactions from readers that may explain just as much about the epistemic crisis we’re in. 
One was from people who weren’t surprised, because on January 22 the White House had posted a digitally altered photo of a woman arrested at an ICE protest, one that made her appear hysterical and in tears. Kaelan Dorr, the White House’s deputy communications director, did not respond to questions about whether the White House altered the photo but wrote, “The memes will continue.” The second was from readers who saw no point in reporting that DHS was using AI to edit content shared with the public, because news outlets were apparently doing the same. They pointed to the fact that the news network MS Now (formerly MSNBC) shared an image of Alex Pretti that was AI-edited and appeared to make him look more handsome, a fact that led to many viral clips this week, including one from Joe Rogan’s podcast. Fight fire with fire, in other words? A spokesperson for MS Now told Snopes that the news outlet aired the image without knowing it was edited.
There is no reason to collapse these two cases of altered content into the same category, or to read them as evidence that truth no longer matters. One involved the US government sharing a clearly altered photo with the public and declining to answer whether it was intentionally manipulated; the other involved a news outlet airing a photo it should have known was altered but taking some steps to disclose the mistake. What these reactions reveal instead is a flaw in how we were collectively preparing for this moment. Warnings about the AI truth crisis revolved around a core thesis: that not being able to tell what is real will destroy us, so we need tools to independently verify the truth. My two grim takeaways are that these tools are failing, and that while vetting the truth remains essential, it is no longer capable on its own of producing the societal trust we were promised. For example, there was plenty of hype in 2024 about the Content Authenticity Initiative, cofounded by Adobe and adopted by major tech companies, which would attach labels to content disclosing when it was made, by whom, and whether AI was involved. But even Adobe itself applies these labels only when the content is entirely AI generated rather than partially so.  And platforms like X, where the altered arrest photo was posted, can strip content of such labels anyway (a note that the photo was altered was added by users). Platforms can also simply not choose to show the label; indeed, when Adobe launched the initiative, it noted that the Pentagon’s website for sharing official images, DVIDS, would display the labels to prove authenticity, but a review of the website today shows no such labels. Noticing how much traction the White House’s photo got even after it was shown to be AI-altered, I was struck by the findings of a very relevant new paper published in the journal Communications Psychology. In the study, participants watched a deepfake “confession” to a crime, and the researchers found that even when they were told explicitly that the evidence was fake, participants relied on it when judging an individual’s guilt. In other words, even when people learn that the content they’re looking at is entirely fake, they remain emotionally swayed by it.  “Transparency helps, but it isn’t enough on its own,” the disinformation expert Christopher Nehring wrote recently about the study’s findings. “We have to develop a new masterplan of what to do about deepfakes.” AI tools to generate and edit content are getting more advanced, easier to operate, and cheaper to run—all reasons why the US government is increasingly paying to use them. We were well warned of this, but we responded by preparing for a world in which the main danger was confusion. What we’re entering instead is a world in which influence survives exposure, doubt is easily weaponized, and establishing the truth does not serve as a reset button. And the defenders of truth are already trailing way behind.

Read More »

Trump Says He Welcomes China, India Investment in VEN Oil

President Donald Trump said Saturday he welcomed investment by China and India in Venezuela’s oil industry. “China is welcome to come in and will make a great deal on oil,” Trump told reporters during a flight to Mar-a-Lago on Air Force One. He added that the US is working with India on a deal to purchase Venezuelan oil. “India’s coming in and they’re going to be buying Venezuelan oil, as opposed to buying it from Iran,” he said. “We’ve already made the deal, the concept of that deal.” Earlier this week, Venezuela’s acting president signed off on historic changes to the country’s nationalist oil policy that would reduce taxes and allow greater ownership for foreign oil companies, less than a month after US forces captured longtime leader Nicolas Maduro. Shortly after, US Treasury Department issued a general license expanding the ability for US companies to export, sell and refine crude coming from the sanctioned South American country.  The US is set to import the most Venezuelan oil in a year after the Trump administration moved to control the country’s energy supply and pressed oil companies to invest $100 billion in rebuilding the country’s oil infrastructure. Yet as the US emerges as the biggest recipient of Venezuelan oil following Maduro’s capture, shipments to China — which averaged 400,000 barrels a day last year — fell to zero in January amid a US naval crackdown on the so-called dark fleet of vessels used to transport sanctioned oil to China.  Most of the oil arriving in the US comes from Chevron Corp., which holds a US license to sell sanctioned Venezuelan crude. About 20% is being supplied by commodity traders Trafigura Group and Vitol Group, which were tapped by the Trump administration to help sell up to 50 million barrels of oil after

Read More »

Trump to Launch $12B Critical Mineral Stockpile

President Donald Trump is set to launch a strategic critical-minerals stockpile with $12 billion in seed money, a bid to insulate manufacturers from supply shocks as the US works to slash its reliance on Chinese rare earths and other metals.  The venture — dubbed Project Vault — is set to marry $1.67 billion in private capital with a $10 billion loan from the US Export-Import Bank to procure and store the minerals for automakers, tech firms and other manufacturers.  US rare-earths stocks jumped in premarket trading upon news of the administration’s plan, including USA Rare Earth Inc., Critical Metals Corp., United States Antimony Corp. and NioCorp Developments Ltd. Details of the initiative, which would represent a first-of-its-kind stockpile for the US private sector, were described by senior administration officials, who asked not to be identified discussing a plan that has yet to be announced. The effort is akin to the nation’s existing emergency oil stockpile. But instead of crude, its focus would be minerals — such as gallium and cobalt — used in products such as iPhones, batteries and jet engines. The stockpile is expected to include both rare earths and critical minerals as well as other strategically important elements that are subject to volatile prices. A Gallium Arsenide semiconducting wafer is processed into chips for radio frequency communications devices at RF Micro Devices Inc. (RFMD) headquarters in Greensboro, North Carolina, U.S., on Wednesday, Feb. 15, 2012. RF Micro Devices Inc. manufactures radio-frequency components and semiconductor technologies. Photographer: Victor J. Blue/Bloomberg It represents a major commitment to accumulate minerals deemed critical to the industrial economy — including the automotive, aerospace and energy sectors — and highlights Trump’s effort to wean US supply chains from China, the world’s dominant provider and processor of critical minerals.  The project has participation from more

Read More »

Energy Star gets full 2026 funding from Congress

Congress has fully funded the Energy Star program through fiscal year 2026 as part of a funding bill that President Trump signed into law Jan. 23. The administration tried to zero-out the program in early 2025. “The funding is a huge win,” Sabine Rogers, federal policy manager at the U.S. Green Building Council, said in a blog post. A provision in the fiscal 2026 appropriations bill that funds the U.S. Environmental Protection Agency and several other federal agencies, H.R. 6938, mandates that the administration provide at least $33 million to carry out the program through the fiscal year ending Sept. 30 — a modest increase over the $32 million provided in FY2024, the most recent year where program funding data is available. The provision includes a directive from Congress that the administration not take actions to reduce the amount. “[This is] the very first time that Congress has stipulated a mandatory annual spending level for Energy Star,” Rogers said, “placing a clear and binding legal requirement on the administration.” More than 1,200 organizations lobbied Congress last year to save Energy Star after the Trump administration in May proposed eliminating EPA’s Office of Atmospheric Protection, which oversees the program. In letters calling for the EPA to continue the program, organizations said its elimination would damage the real estate sector at a time when it is already facing significant uncertainty.  The Energy Star program has saved consumers and organizations some 5.2 trillion kilowatt-hours of energy and more than $500 billion in costs since it was created in 1992, according to the program website. “Energy Star has grown to become the international standard for energy efficiency and one of the most successful voluntary U.S. government programs in history,” the site says.  Energy Star Portfolio Manager, a free tool that allows commercial building operators

Read More »

Eying AI factories, Nvidia buys bigger stake in CoreWeave

Nvidia continues to throw its sizable bank account around, this time making a $2 billion investment in GPU cloud service provider CoreWeave. The company says the investment reflects Nvidia’s “confidence in CoreWeave’s business, team and growth strategy as a cloud platform built on Nvidia infrastructure.” CoreWeave is not the only company that has built its business on Nvidia infrastructure: so has Amazon, Microsoft, Google, Oracle, and dedicated GPU CSPs like Lambda Labs, Crusoe, and RunPod.

Read More »

Oil Closes Sharply Lower as Iran Risk Fades

Oil fell sharply as geopolitical risk premiums faded after US President Donald Trump said Washington is talking with Iran, while a broader commodities selloff exacerbated the slide. West Texas Intermediate plummeted 4.7% to settle near $62 a barrel, the biggest loss since June, while Brent futures also nosedived. Trump downplayed Iran supreme leader Ayatollah Ali Khamenei’s threats of a regional war over the weekend, reiterating he’s hopeful they’ll make a deal. The Islamic Republic’s foreign ministry said it hopes diplomatic efforts will avert a war. White House envoy Steve Witkoff and Iranian Foreign Minister Abbas Araghchi are set to meet in Istanbul on Friday, Axios reported, citing two people familiar with the matter. “The move lower looks more like a positioning reset than a fundamental shift,” said Haris Khurshid, chief investment officer at Karobaar Capital LP. “With no new supply shock, oil is giving back some risk premium as the market recalibrates after pricing in near-term disruption that just didn’t materialize.” Crude was also hit as commodities, particularly metals, came under intense selling pressure. Gold fell as much as 10%, and copper at one point dropped more than 5% as they continued a retreat that started on Friday. The precipitous drop comes on the back of WTI’s biggest monthly increase since 2023, supported by broad-based flows into commodities during the same period. The prospect of conflict with Iran and pockets of supply disruption led to a surprisingly tight first month of the year. Still, the wider backdrop is one of elevated supplies, particularly in the first half of 2026. At current prices, the sharp reversal will trigger selling from trend-following commodity trading advisors, according to James Taylor, head of the quant service at consultant Energy Aspects. More selling would come if Brent falls below $65 a barrel, he added, noting

Read More »

What we’ve been getting wrong about AI’s truth crisis

This story originally appeared in The Algorithm, our weekly newsletter on AI. To get stories like this in your inbox first, sign up here. What would it take to convince you that the era of truth decay we were long warned about—where AI content dupes us, shapes our beliefs even when we catch the lie, and erodes societal trust in the process—is now here? A story I published last week pushed me over the edge. It also made me realize that the tools we were sold as a cure for this crisis are failing miserably.  On Thursday, I reported the first confirmation that the US Department of Homeland Security, which houses immigration agencies, is using AI video generators from Google and Adobe to make content that it shares with the public. The news comes as immigration agencies have flooded social media with content to support President Trump’s mass deportation agenda—some of which appears to be made with AI (like a video about “Christmas after mass deportations”). But I received two types of reactions from readers that may explain just as much about the epistemic crisis we’re in. 
One was from people who weren’t surprised, because on January 22 the White House had posted a digitally altered photo of a woman arrested at an ICE protest, one that made her appear hysterical and in tears. Kaelan Dorr, the White House’s deputy communications director, did not respond to questions about whether the White House altered the photo but wrote, “The memes will continue.” The second was from readers who saw no point in reporting that DHS was using AI to edit content shared with the public, because news outlets were apparently doing the same. They pointed to the fact that the news network MS Now (formerly MSNBC) shared an image of Alex Pretti that was AI-edited and appeared to make him look more handsome, a fact that led to many viral clips this week, including one from Joe Rogan’s podcast. Fight fire with fire, in other words? A spokesperson for MS Now told Snopes that the news outlet aired the image without knowing it was edited.
There is no reason to collapse these two cases of altered content into the same category, or to read them as evidence that truth no longer matters. One involved the US government sharing a clearly altered photo with the public and declining to answer whether it was intentionally manipulated; the other involved a news outlet airing a photo it should have known was altered but taking some steps to disclose the mistake. What these reactions reveal instead is a flaw in how we were collectively preparing for this moment. Warnings about the AI truth crisis revolved around a core thesis: that not being able to tell what is real will destroy us, so we need tools to independently verify the truth. My two grim takeaways are that these tools are failing, and that while vetting the truth remains essential, it is no longer capable on its own of producing the societal trust we were promised. For example, there was plenty of hype in 2024 about the Content Authenticity Initiative, cofounded by Adobe and adopted by major tech companies, which would attach labels to content disclosing when it was made, by whom, and whether AI was involved. But even Adobe itself applies these labels only when the content is entirely AI generated rather than partially so.  And platforms like X, where the altered arrest photo was posted, can strip content of such labels anyway (a note that the photo was altered was added by users). Platforms can also simply not choose to show the label; indeed, when Adobe launched the initiative, it noted that the Pentagon’s website for sharing official images, DVIDS, would display the labels to prove authenticity, but a review of the website today shows no such labels. Noticing how much traction the White House’s photo got even after it was shown to be AI-altered, I was struck by the findings of a very relevant new paper published in the journal Communications Psychology. In the study, participants watched a deepfake “confession” to a crime, and the researchers found that even when they were told explicitly that the evidence was fake, participants relied on it when judging an individual’s guilt. In other words, even when people learn that the content they’re looking at is entirely fake, they remain emotionally swayed by it.  “Transparency helps, but it isn’t enough on its own,” the disinformation expert Christopher Nehring wrote recently about the study’s findings. “We have to develop a new masterplan of what to do about deepfakes.” AI tools to generate and edit content are getting more advanced, easier to operate, and cheaper to run—all reasons why the US government is increasingly paying to use them. We were well warned of this, but we responded by preparing for a world in which the main danger was confusion. What we’re entering instead is a world in which influence survives exposure, doubt is easily weaponized, and establishing the truth does not serve as a reset button. And the defenders of truth are already trailing way behind.

Read More »

Trump Says He Welcomes China, India Investment in VEN Oil

President Donald Trump said Saturday he welcomed investment by China and India in Venezuela’s oil industry. “China is welcome to come in and will make a great deal on oil,” Trump told reporters during a flight to Mar-a-Lago on Air Force One. He added that the US is working with India on a deal to purchase Venezuelan oil. “India’s coming in and they’re going to be buying Venezuelan oil, as opposed to buying it from Iran,” he said. “We’ve already made the deal, the concept of that deal.” Earlier this week, Venezuela’s acting president signed off on historic changes to the country’s nationalist oil policy that would reduce taxes and allow greater ownership for foreign oil companies, less than a month after US forces captured longtime leader Nicolas Maduro. Shortly after, US Treasury Department issued a general license expanding the ability for US companies to export, sell and refine crude coming from the sanctioned South American country.  The US is set to import the most Venezuelan oil in a year after the Trump administration moved to control the country’s energy supply and pressed oil companies to invest $100 billion in rebuilding the country’s oil infrastructure. Yet as the US emerges as the biggest recipient of Venezuelan oil following Maduro’s capture, shipments to China — which averaged 400,000 barrels a day last year — fell to zero in January amid a US naval crackdown on the so-called dark fleet of vessels used to transport sanctioned oil to China.  Most of the oil arriving in the US comes from Chevron Corp., which holds a US license to sell sanctioned Venezuelan crude. About 20% is being supplied by commodity traders Trafigura Group and Vitol Group, which were tapped by the Trump administration to help sell up to 50 million barrels of oil after

Read More »

Trump to Launch $12B Critical Mineral Stockpile

President Donald Trump is set to launch a strategic critical-minerals stockpile with $12 billion in seed money, a bid to insulate manufacturers from supply shocks as the US works to slash its reliance on Chinese rare earths and other metals.  The venture — dubbed Project Vault — is set to marry $1.67 billion in private capital with a $10 billion loan from the US Export-Import Bank to procure and store the minerals for automakers, tech firms and other manufacturers.  US rare-earths stocks jumped in premarket trading upon news of the administration’s plan, including USA Rare Earth Inc., Critical Metals Corp., United States Antimony Corp. and NioCorp Developments Ltd. Details of the initiative, which would represent a first-of-its-kind stockpile for the US private sector, were described by senior administration officials, who asked not to be identified discussing a plan that has yet to be announced. The effort is akin to the nation’s existing emergency oil stockpile. But instead of crude, its focus would be minerals — such as gallium and cobalt — used in products such as iPhones, batteries and jet engines. The stockpile is expected to include both rare earths and critical minerals as well as other strategically important elements that are subject to volatile prices. A Gallium Arsenide semiconducting wafer is processed into chips for radio frequency communications devices at RF Micro Devices Inc. (RFMD) headquarters in Greensboro, North Carolina, U.S., on Wednesday, Feb. 15, 2012. RF Micro Devices Inc. manufactures radio-frequency components and semiconductor technologies. Photographer: Victor J. Blue/Bloomberg It represents a major commitment to accumulate minerals deemed critical to the industrial economy — including the automotive, aerospace and energy sectors — and highlights Trump’s effort to wean US supply chains from China, the world’s dominant provider and processor of critical minerals.  The project has participation from more

Read More »

Energy Star gets full 2026 funding from Congress

Congress has fully funded the Energy Star program through fiscal year 2026 as part of a funding bill that President Trump signed into law Jan. 23. The administration tried to zero-out the program in early 2025. “The funding is a huge win,” Sabine Rogers, federal policy manager at the U.S. Green Building Council, said in a blog post. A provision in the fiscal 2026 appropriations bill that funds the U.S. Environmental Protection Agency and several other federal agencies, H.R. 6938, mandates that the administration provide at least $33 million to carry out the program through the fiscal year ending Sept. 30 — a modest increase over the $32 million provided in FY2024, the most recent year where program funding data is available. The provision includes a directive from Congress that the administration not take actions to reduce the amount. “[This is] the very first time that Congress has stipulated a mandatory annual spending level for Energy Star,” Rogers said, “placing a clear and binding legal requirement on the administration.” More than 1,200 organizations lobbied Congress last year to save Energy Star after the Trump administration in May proposed eliminating EPA’s Office of Atmospheric Protection, which oversees the program. In letters calling for the EPA to continue the program, organizations said its elimination would damage the real estate sector at a time when it is already facing significant uncertainty.  The Energy Star program has saved consumers and organizations some 5.2 trillion kilowatt-hours of energy and more than $500 billion in costs since it was created in 1992, according to the program website. “Energy Star has grown to become the international standard for energy efficiency and one of the most successful voluntary U.S. government programs in history,” the site says.  Energy Star Portfolio Manager, a free tool that allows commercial building operators

Read More »

Eying AI factories, Nvidia buys bigger stake in CoreWeave

Nvidia continues to throw its sizable bank account around, this time making a $2 billion investment in GPU cloud service provider CoreWeave. The company says the investment reflects Nvidia’s “confidence in CoreWeave’s business, team and growth strategy as a cloud platform built on Nvidia infrastructure.” CoreWeave is not the only company that has built its business on Nvidia infrastructure: so has Amazon, Microsoft, Google, Oracle, and dedicated GPU CSPs like Lambda Labs, Crusoe, and RunPod.

Read More »

Oil Closes Sharply Lower as Iran Risk Fades

Oil fell sharply as geopolitical risk premiums faded after US President Donald Trump said Washington is talking with Iran, while a broader commodities selloff exacerbated the slide. West Texas Intermediate plummeted 4.7% to settle near $62 a barrel, the biggest loss since June, while Brent futures also nosedived. Trump downplayed Iran supreme leader Ayatollah Ali Khamenei’s threats of a regional war over the weekend, reiterating he’s hopeful they’ll make a deal. The Islamic Republic’s foreign ministry said it hopes diplomatic efforts will avert a war. White House envoy Steve Witkoff and Iranian Foreign Minister Abbas Araghchi are set to meet in Istanbul on Friday, Axios reported, citing two people familiar with the matter. “The move lower looks more like a positioning reset than a fundamental shift,” said Haris Khurshid, chief investment officer at Karobaar Capital LP. “With no new supply shock, oil is giving back some risk premium as the market recalibrates after pricing in near-term disruption that just didn’t materialize.” Crude was also hit as commodities, particularly metals, came under intense selling pressure. Gold fell as much as 10%, and copper at one point dropped more than 5% as they continued a retreat that started on Friday. The precipitous drop comes on the back of WTI’s biggest monthly increase since 2023, supported by broad-based flows into commodities during the same period. The prospect of conflict with Iran and pockets of supply disruption led to a surprisingly tight first month of the year. Still, the wider backdrop is one of elevated supplies, particularly in the first half of 2026. At current prices, the sharp reversal will trigger selling from trend-following commodity trading advisors, according to James Taylor, head of the quant service at consultant Energy Aspects. More selling would come if Brent falls below $65 a barrel, he added, noting

Read More »

Trump to Launch $12B Critical Mineral Stockpile

President Donald Trump is set to launch a strategic critical-minerals stockpile with $12 billion in seed money, a bid to insulate manufacturers from supply shocks as the US works to slash its reliance on Chinese rare earths and other metals.  The venture — dubbed Project Vault — is set to marry $1.67 billion in private capital with a $10 billion loan from the US Export-Import Bank to procure and store the minerals for automakers, tech firms and other manufacturers.  US rare-earths stocks jumped in premarket trading upon news of the administration’s plan, including USA Rare Earth Inc., Critical Metals Corp., United States Antimony Corp. and NioCorp Developments Ltd. Details of the initiative, which would represent a first-of-its-kind stockpile for the US private sector, were described by senior administration officials, who asked not to be identified discussing a plan that has yet to be announced. The effort is akin to the nation’s existing emergency oil stockpile. But instead of crude, its focus would be minerals — such as gallium and cobalt — used in products such as iPhones, batteries and jet engines. The stockpile is expected to include both rare earths and critical minerals as well as other strategically important elements that are subject to volatile prices. A Gallium Arsenide semiconducting wafer is processed into chips for radio frequency communications devices at RF Micro Devices Inc. (RFMD) headquarters in Greensboro, North Carolina, U.S., on Wednesday, Feb. 15, 2012. RF Micro Devices Inc. manufactures radio-frequency components and semiconductor technologies. Photographer: Victor J. Blue/Bloomberg It represents a major commitment to accumulate minerals deemed critical to the industrial economy — including the automotive, aerospace and energy sectors — and highlights Trump’s effort to wean US supply chains from China, the world’s dominant provider and processor of critical minerals.  The project has participation from more

Read More »

Trump Says He Welcomes China, India Investment in VEN Oil

President Donald Trump said Saturday he welcomed investment by China and India in Venezuela’s oil industry. “China is welcome to come in and will make a great deal on oil,” Trump told reporters during a flight to Mar-a-Lago on Air Force One. He added that the US is working with India on a deal to purchase Venezuelan oil. “India’s coming in and they’re going to be buying Venezuelan oil, as opposed to buying it from Iran,” he said. “We’ve already made the deal, the concept of that deal.” Earlier this week, Venezuela’s acting president signed off on historic changes to the country’s nationalist oil policy that would reduce taxes and allow greater ownership for foreign oil companies, less than a month after US forces captured longtime leader Nicolas Maduro. Shortly after, US Treasury Department issued a general license expanding the ability for US companies to export, sell and refine crude coming from the sanctioned South American country.  The US is set to import the most Venezuelan oil in a year after the Trump administration moved to control the country’s energy supply and pressed oil companies to invest $100 billion in rebuilding the country’s oil infrastructure. Yet as the US emerges as the biggest recipient of Venezuelan oil following Maduro’s capture, shipments to China — which averaged 400,000 barrels a day last year — fell to zero in January amid a US naval crackdown on the so-called dark fleet of vessels used to transport sanctioned oil to China.  Most of the oil arriving in the US comes from Chevron Corp., which holds a US license to sell sanctioned Venezuelan crude. About 20% is being supplied by commodity traders Trafigura Group and Vitol Group, which were tapped by the Trump administration to help sell up to 50 million barrels of oil after

Read More »

Energy Star gets full 2026 funding from Congress

Congress has fully funded the Energy Star program through fiscal year 2026 as part of a funding bill that President Trump signed into law Jan. 23. The administration tried to zero-out the program in early 2025. “The funding is a huge win,” Sabine Rogers, federal policy manager at the U.S. Green Building Council, said in a blog post. A provision in the fiscal 2026 appropriations bill that funds the U.S. Environmental Protection Agency and several other federal agencies, H.R. 6938, mandates that the administration provide at least $33 million to carry out the program through the fiscal year ending Sept. 30 — a modest increase over the $32 million provided in FY2024, the most recent year where program funding data is available. The provision includes a directive from Congress that the administration not take actions to reduce the amount. “[This is] the very first time that Congress has stipulated a mandatory annual spending level for Energy Star,” Rogers said, “placing a clear and binding legal requirement on the administration.” More than 1,200 organizations lobbied Congress last year to save Energy Star after the Trump administration in May proposed eliminating EPA’s Office of Atmospheric Protection, which oversees the program. In letters calling for the EPA to continue the program, organizations said its elimination would damage the real estate sector at a time when it is already facing significant uncertainty.  The Energy Star program has saved consumers and organizations some 5.2 trillion kilowatt-hours of energy and more than $500 billion in costs since it was created in 1992, according to the program website. “Energy Star has grown to become the international standard for energy efficiency and one of the most successful voluntary U.S. government programs in history,” the site says.  Energy Star Portfolio Manager, a free tool that allows commercial building operators

Read More »

Iran Edges Toward Nuclear Talks With USA in Bid to Avoid War

(Update) February 2, 2026, 3:29 PM GMT: Article updated with with more on the talks in fifth paragraph. Iran said talks with the US over a new nuclear deal could get underway in the coming days, building on a flurry of diplomatic activity aimed at averting war between the two sides.  President Masoud Pezeshkian ordered the start of negotiations with Washington “within the framework of the nuclear issue,” Iran’s semi-official Fars news service reported Monday, citing a government source. Talks could include senior officials from both countries such as US envoy Steve Witkoff and Iran’s Foreign Minister Abbas Araghchi, the Tasnim news service said, citing a source it didn’t identify. “We’re ready for diplomacy, but they must understand that diplomacy is not compatible with threats, intimidation or pressure,” Araghchi said on state TV. “We will remain steadfast on this path and hope to see its results soon.” Multiple countries in the Middle East have been acting as intermediaries between Tehran and Washington, according to Esmail Baghaei, a spokesman for Iran’s foreign ministry. No time or location for an initial meeting have been set, Tasnim said, while details of what would be discussed remain unclear, such as whether the US would push for the Islamic Republic to end uranium enrichment.   Iran’s priority in new talks will be sanctions relief and Tehran is “realistic” in its approach, Baghaei said. The developments underline the international effort to ease Middle East tensions as US President Donald Trump threatens Iran with military action if it doesn’t reach an agreement to curb its nuclear program. American naval assets have been dispatched toward the region and Trump said Sunday they were “a couple of days” away, even while unspecified Gulf allies negotiate to “make a deal.” Oil prices fell sharply on Monday, partly because of the heightened diplomatic

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Texas Upstream Oil, Gas Employment Was Steady in 2025

In a statement sent to Rigzone recently, the Texas Oil & Gas Association (TXOGA) said Texas upstream oil and gas employment was “steady in 2025, despite market headwinds”. TXOGA noted in the statement that, according to data released by the Texas Workforce Commission, Texas upstream oil and gas employment “remained essentially flat in 2025, even as producers continued to deliver strong output amid challenging market conditions”. “Through November 2025, upstream employment totaled 201,200 jobs. While employment declined by 3,500 jobs in November compared with October, year to date employment was little changed, with a net gain of 300 direct upstream jobs,” it added. “Employment was also modestly higher than a year earlier, rising by 100 jobs, or 0.1 percent,” it continued. TXOGA noted in the statement that, “since the Covid-era low point in September 2020”, Texas upstream oil and natural gas employment has “increased by more than 44,000 jobs, a 28 percent gain”. The industry body outlined in the statement that this increase “underscor[es]… the industry’s continued role as a high-wage employer in the Texas economy”. TXOGA President Todd Staples said in the statement that “reaching new production highs in multiple categories with employment essentially remaining steady is absolutely remarkable”. “Navigating these volatile circumstances is a vivid reminder: growth is not guaranteed,” he added. “This resilience demonstrated by increased energy output in 2025 depends on policies that support infrastructure development and market flexibility so the oil and natural gas industry can adapt to uncertainty and continue delivering the affordable, reliable energy that powers our modern way of life,” he continued. TXOGA highlighted in its statement that upstream employment includes oil and natural gas extraction and related support activities, and excludes downstream sectors such as refining, petrochemicals, pipelines, and fuels distribution. “The combined industry sectors moved up slightly on average from

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Microsoft will invest $80B in AI data centers in fiscal 2025

And Microsoft isn’t the only one that is ramping up its investments into AI-enabled data centers. Rival cloud service providers are all investing in either upgrading or opening new data centers to capture a larger chunk of business from developers and users of large language models (LLMs).  In a report published in October 2024, Bloomberg Intelligence estimated that demand for generative AI would push Microsoft, AWS, Google, Oracle, Meta, and Apple would between them devote $200 billion to capex in 2025, up from $110 billion in 2023. Microsoft is one of the biggest spenders, followed closely by Google and AWS, Bloomberg Intelligence said. Its estimate of Microsoft’s capital spending on AI, at $62.4 billion for calendar 2025, is lower than Smith’s claim that the company will invest $80 billion in the fiscal year to June 30, 2025. Both figures, though, are way higher than Microsoft’s 2020 capital expenditure of “just” $17.6 billion. The majority of the increased spending is tied to cloud services and the expansion of AI infrastructure needed to provide compute capacity for OpenAI workloads. Separately, last October Amazon CEO Andy Jassy said his company planned total capex spend of $75 billion in 2024 and even more in 2025, with much of it going to AWS, its cloud computing division.

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John Deere unveils more autonomous farm machines to address skill labor shortage

Join our daily and weekly newsletters for the latest updates and exclusive content on industry-leading AI coverage. Learn More Self-driving tractors might be the path to self-driving cars. John Deere has revealed a new line of autonomous machines and tech across agriculture, construction and commercial landscaping. The Moline, Illinois-based John Deere has been in business for 187 years, yet it’s been a regular as a non-tech company showing off technology at the big tech trade show in Las Vegas and is back at CES 2025 with more autonomous tractors and other vehicles. This is not something we usually cover, but John Deere has a lot of data that is interesting in the big picture of tech. The message from the company is that there aren’t enough skilled farm laborers to do the work that its customers need. It’s been a challenge for most of the last two decades, said Jahmy Hindman, CTO at John Deere, in a briefing. Much of the tech will come this fall and after that. He noted that the average farmer in the U.S. is over 58 and works 12 to 18 hours a day to grow food for us. And he said the American Farm Bureau Federation estimates there are roughly 2.4 million farm jobs that need to be filled annually; and the agricultural work force continues to shrink. (This is my hint to the anti-immigration crowd). John Deere’s autonomous 9RX Tractor. Farmers can oversee it using an app. While each of these industries experiences their own set of challenges, a commonality across all is skilled labor availability. In construction, about 80% percent of contractors struggle to find skilled labor. And in commercial landscaping, 86% of landscaping business owners can’t find labor to fill open positions, he said. “They have to figure out how to do

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2025 playbook for enterprise AI success, from agents to evals

Join our daily and weekly newsletters for the latest updates and exclusive content on industry-leading AI coverage. Learn More 2025 is poised to be a pivotal year for enterprise AI. The past year has seen rapid innovation, and this year will see the same. This has made it more critical than ever to revisit your AI strategy to stay competitive and create value for your customers. From scaling AI agents to optimizing costs, here are the five critical areas enterprises should prioritize for their AI strategy this year. 1. Agents: the next generation of automation AI agents are no longer theoretical. In 2025, they’re indispensable tools for enterprises looking to streamline operations and enhance customer interactions. Unlike traditional software, agents powered by large language models (LLMs) can make nuanced decisions, navigate complex multi-step tasks, and integrate seamlessly with tools and APIs. At the start of 2024, agents were not ready for prime time, making frustrating mistakes like hallucinating URLs. They started getting better as frontier large language models themselves improved. “Let me put it this way,” said Sam Witteveen, cofounder of Red Dragon, a company that develops agents for companies, and that recently reviewed the 48 agents it built last year. “Interestingly, the ones that we built at the start of the year, a lot of those worked way better at the end of the year just because the models got better.” Witteveen shared this in the video podcast we filmed to discuss these five big trends in detail. Models are getting better and hallucinating less, and they’re also being trained to do agentic tasks. Another feature that the model providers are researching is a way to use the LLM as a judge, and as models get cheaper (something we’ll cover below), companies can use three or more models to

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OpenAI’s red teaming innovations define new essentials for security leaders in the AI era

Join our daily and weekly newsletters for the latest updates and exclusive content on industry-leading AI coverage. Learn More OpenAI has taken a more aggressive approach to red teaming than its AI competitors, demonstrating its security teams’ advanced capabilities in two areas: multi-step reinforcement and external red teaming. OpenAI recently released two papers that set a new competitive standard for improving the quality, reliability and safety of AI models in these two techniques and more. The first paper, “OpenAI’s Approach to External Red Teaming for AI Models and Systems,” reports that specialized teams outside the company have proven effective in uncovering vulnerabilities that might otherwise have made it into a released model because in-house testing techniques may have missed them. In the second paper, “Diverse and Effective Red Teaming with Auto-Generated Rewards and Multi-Step Reinforcement Learning,” OpenAI introduces an automated framework that relies on iterative reinforcement learning to generate a broad spectrum of novel, wide-ranging attacks. Going all-in on red teaming pays practical, competitive dividends It’s encouraging to see competitive intensity in red teaming growing among AI companies. When Anthropic released its AI red team guidelines in June of last year, it joined AI providers including Google, Microsoft, Nvidia, OpenAI, and even the U.S.’s National Institute of Standards and Technology (NIST), which all had released red teaming frameworks. Investing heavily in red teaming yields tangible benefits for security leaders in any organization. OpenAI’s paper on external red teaming provides a detailed analysis of how the company strives to create specialized external teams that include cybersecurity and subject matter experts. The goal is to see if knowledgeable external teams can defeat models’ security perimeters and find gaps in their security, biases and controls that prompt-based testing couldn’t find. What makes OpenAI’s recent papers noteworthy is how well they define using human-in-the-middle

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Three Aberdeen oil company headquarters sell for £45m

Three Aberdeen oil company headquarters have been sold in a deal worth £45 million. The CNOOC, Apache and Taqa buildings at the Prime Four business park in Kingswells have been acquired by EEH Ventures. The trio of buildings, totalling 275,000 sq ft, were previously owned by Canadian firm BMO. The financial services powerhouse first bought the buildings in 2014 but took the decision to sell the buildings as part of a “long-standing strategy to reduce their office exposure across the UK”. The deal was the largest to take place throughout Scotland during the last quarter of 2024. Trio of buildings snapped up London headquartered EEH Ventures was founded in 2013 and owns a number of residential, offices, shopping centres and hotels throughout the UK. All three Kingswells-based buildings were pre-let, designed and constructed by Aberdeen property developer Drum in 2012 on a 15-year lease. © Supplied by CBREThe Aberdeen headquarters of Taqa. Image: CBRE The North Sea headquarters of Middle-East oil firm Taqa has previously been described as “an amazing success story in the Granite City”. Taqa announced in 2023 that it intends to cease production from all of its UK North Sea platforms by the end of 2027. Meanwhile, Apache revealed at the end of last year it is planning to exit the North Sea by the end of 2029 blaming the windfall tax. The US firm first entered the North Sea in 2003 but will wrap up all of its UK operations by 2030. Aberdeen big deals The Prime Four acquisition wasn’t the biggest Granite City commercial property sale of 2024. American private equity firm Lone Star bought Union Square shopping centre from Hammerson for £111m. © ShutterstockAberdeen city centre. Hammerson, who also built the property, had originally been seeking £150m. BP’s North Sea headquarters in Stoneywood, Aberdeen, was also sold. Manchester-based

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2025 ransomware predictions, trends, and how to prepare

Zscaler ThreatLabz research team has revealed critical insights and predictions on ransomware trends for 2025. The latest Ransomware Report uncovered a surge in sophisticated tactics and extortion attacks. As ransomware remains a key concern for CISOs and CIOs, the report sheds light on actionable strategies to mitigate risks. Top Ransomware Predictions for 2025: ● AI-Powered Social Engineering: In 2025, GenAI will fuel voice phishing (vishing) attacks. With the proliferation of GenAI-based tooling, initial access broker groups will increasingly leverage AI-generated voices; which sound more and more realistic by adopting local accents and dialects to enhance credibility and success rates. ● The Trifecta of Social Engineering Attacks: Vishing, Ransomware and Data Exfiltration. Additionally, sophisticated ransomware groups, like the Dark Angels, will continue the trend of low-volume, high-impact attacks; preferring to focus on an individual company, stealing vast amounts of data without encrypting files, and evading media and law enforcement scrutiny. ● Targeted Industries Under Siege: Manufacturing, healthcare, education, energy will remain primary targets, with no slowdown in attacks expected. ● New SEC Regulations Drive Increased Transparency: 2025 will see an uptick in reported ransomware attacks and payouts due to new, tighter SEC requirements mandating that public companies report material incidents within four business days. ● Ransomware Payouts Are on the Rise: In 2025 ransom demands will most likely increase due to an evolving ecosystem of cybercrime groups, specializing in designated attack tactics, and collaboration by these groups that have entered a sophisticated profit sharing model using Ransomware-as-a-Service. To combat damaging ransomware attacks, Zscaler ThreatLabz recommends the following strategies. ● Fighting AI with AI: As threat actors use AI to identify vulnerabilities, organizations must counter with AI-powered zero trust security systems that detect and mitigate new threats. ● Advantages of adopting a Zero Trust architecture: A Zero Trust cloud security platform stops

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What we’ve been getting wrong about AI’s truth crisis

This story originally appeared in The Algorithm, our weekly newsletter on AI. To get stories like this in your inbox first, sign up here. What would it take to convince you that the era of truth decay we were long warned about—where AI content dupes us, shapes our beliefs even when we catch the lie, and erodes societal trust in the process—is now here? A story I published last week pushed me over the edge. It also made me realize that the tools we were sold as a cure for this crisis are failing miserably.  On Thursday, I reported the first confirmation that the US Department of Homeland Security, which houses immigration agencies, is using AI video generators from Google and Adobe to make content that it shares with the public. The news comes as immigration agencies have flooded social media with content to support President Trump’s mass deportation agenda—some of which appears to be made with AI (like a video about “Christmas after mass deportations”). But I received two types of reactions from readers that may explain just as much about the epistemic crisis we’re in. 
One was from people who weren’t surprised, because on January 22 the White House had posted a digitally altered photo of a woman arrested at an ICE protest, one that made her appear hysterical and in tears. Kaelan Dorr, the White House’s deputy communications director, did not respond to questions about whether the White House altered the photo but wrote, “The memes will continue.” The second was from readers who saw no point in reporting that DHS was using AI to edit content shared with the public, because news outlets were apparently doing the same. They pointed to the fact that the news network MS Now (formerly MSNBC) shared an image of Alex Pretti that was AI-edited and appeared to make him look more handsome, a fact that led to many viral clips this week, including one from Joe Rogan’s podcast. Fight fire with fire, in other words? A spokesperson for MS Now told Snopes that the news outlet aired the image without knowing it was edited.
There is no reason to collapse these two cases of altered content into the same category, or to read them as evidence that truth no longer matters. One involved the US government sharing a clearly altered photo with the public and declining to answer whether it was intentionally manipulated; the other involved a news outlet airing a photo it should have known was altered but taking some steps to disclose the mistake. What these reactions reveal instead is a flaw in how we were collectively preparing for this moment. Warnings about the AI truth crisis revolved around a core thesis: that not being able to tell what is real will destroy us, so we need tools to independently verify the truth. My two grim takeaways are that these tools are failing, and that while vetting the truth remains essential, it is no longer capable on its own of producing the societal trust we were promised. For example, there was plenty of hype in 2024 about the Content Authenticity Initiative, cofounded by Adobe and adopted by major tech companies, which would attach labels to content disclosing when it was made, by whom, and whether AI was involved. But even Adobe itself applies these labels only when the content is entirely AI generated rather than partially so.  And platforms like X, where the altered arrest photo was posted, can strip content of such labels anyway (a note that the photo was altered was added by users). Platforms can also simply not choose to show the label; indeed, when Adobe launched the initiative, it noted that the Pentagon’s website for sharing official images, DVIDS, would display the labels to prove authenticity, but a review of the website today shows no such labels. Noticing how much traction the White House’s photo got even after it was shown to be AI-altered, I was struck by the findings of a very relevant new paper published in the journal Communications Psychology. In the study, participants watched a deepfake “confession” to a crime, and the researchers found that even when they were told explicitly that the evidence was fake, participants relied on it when judging an individual’s guilt. In other words, even when people learn that the content they’re looking at is entirely fake, they remain emotionally swayed by it.  “Transparency helps, but it isn’t enough on its own,” the disinformation expert Christopher Nehring wrote recently about the study’s findings. “We have to develop a new masterplan of what to do about deepfakes.” AI tools to generate and edit content are getting more advanced, easier to operate, and cheaper to run—all reasons why the US government is increasingly paying to use them. We were well warned of this, but we responded by preparing for a world in which the main danger was confusion. What we’re entering instead is a world in which influence survives exposure, doubt is easily weaponized, and establishing the truth does not serve as a reset button. And the defenders of truth are already trailing way behind.

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The crucial first step for designing a successful enterprise AI system

Provided byMistral AIMany organizations rushed into generative AI, only to see pilots fail to deliver value. Now, companies want measurable outcomes—but how do you design for success? At Mistral AI, we partner with global industry leaders to co-design tailored AI solutions that solve their most difficult problems. Whether it’s increasing CX productivity with Cisco, building a more intelligent car with Stellantis, or accelerating product innovation with ASML, we start with open frontier models and customize AI systems to deliver impact for each company’s unique challenges and goals. Our methodology starts by identifying an iconic use case, the foundation for AI transformation that sets the blueprint for future AI solutions. Choosing the right use case can mean the difference between true transformation and endless tinkering and testing. Identifying an iconic use case Mistral AI has four criteria that we look for in a use case: strategic, urgent, impactful, and feasible.
First, the use case must be strategically valuable, addressing a core business process or a transformative new capability. It needs to be more than an optimization; it needs to be a gamechanger. The use case needs to be strategic enough to excite an organization’s C-suite and board of directors. For example, use cases like an internal-facing HR chatbot are nice to have, but they are easy to solve and are not enabling any new innovation or opportunities. On the other end of the spectrum, imagine an externally facing banking assistant that can not only answer questions, but also help take actions like blocking a card, placing trades, and suggesting upsell/cross-sell opportunities. This is how a customer-support chatbot is turned into a strategic revenue-generating asset.
Second, the best use case to move forward with should be highly urgent and solve a business-critical problem that people care about right now. This project will take time out of people’s days—it needs to be important enough to justify that time investment. And it needs to help business users solve immediate pain points. Third, the use case should be pragmatic and impactful. From day one, our shared goal with our customers is to deploy into a real-world production environment to enable testing the solution with real users and gather feedback. Many AI prototypes end up in the graveyard of fancy demos that are not good enough to put in front of customers, and without any scaffolding to evaluate and improve. We work with customers to ensure prototypes are stable enough to release, and that they have the necessary support and governance frameworks. Finally, the best use case is feasible. There may be several urgent projects, but choosing one that can deliver a quick return on investment helps to maintain the momentum needed to continue and scale. This means looking for a project that can be in production within three months—and a prototype can be live within a few weeks. It’s important to get a prototype in front of end users as fast as possible to get feedback to make sure the project is on track, and pivot as needed. Where use cases fall short Enterprises are complex, and the path forward is not usually obvious. To weed through all the possibilities and uncover the right first use case, Mistral AI will run workshops with our customers, hand-in-hand with subject-matter experts and end users. Representatives from different functions will demo their processes and discuss business cases that could be candidates for a first use case—and together we agree on a winner. Here are some examples of types of projects that don’t qualify. Moonshots: Ambitious bets that excite leadership but lack a path to quick ROI. While these projects can be strategic and urgent, they rarely meet the feasibility and impact requirements. Future investments: Long-term plays that can wait. While these projects can be strategic and feasible, they rarely meet the urgency and impact requirements.

Tactical fixes: Firefighting projects that solve immediate pain but don’t move the needle. While these cases can be urgent and feasible, they rarely meet the strategy and impact requirements. Quick wins: Useful for building momentum, but not transformative. While they can be impactful and feasible, they rarely meet the strategy and urgency requirements. Blue sky ideas: These projects are gamechangers, but they need maturity to be viable. While they can be strategic and impactful, they rarely meet the urgency and feasibility requirements. Hero projects: These are high-pressure initiatives that lack executive sponsorship or realistic timelines. While they can be urgent and impactful, they rarely meet the strategy and feasibility requirements. Moving from use case to deployment Once a clearly defined and strategic use case ready for development is identified, it’s time to move into the validation phase. This means doing an initial data exploration and data mapping, identifying a pilot infrastructure, and choosing a target deployment environment. This step also involves agreeing on a draft pilot scope, identifying who will participate in the proof of concept, and setting up a governance process. Once this is complete, it’s time to move into the building phase. Companies that partner with Mistral work with our in-house applied AI scientists who build our frontier models. We work together to design, build, and deploy the first solution. During this phase, we focus on co-creation, so we can transfer knowledge and skills to the organizations we’re partnering with. That way, they can be self-sufficient far into the future. The output of this phase is a deployed AI solution with empowered teams capable of independent operation and innovation.
The first step is everything After the first win, it’s imperative to use the momentum and learnings from the iconic use case to identify more high-value AI solutions to roll out. Success is when we have a scalable AI transformation blueprint with multiple high-value solutions across the organization. But none of this could happen without successfully identifying that first iconic use case. This first step is not just about selecting a project—it’s about setting the foundation for your entire AI transformation.
It’s the difference between scattered experiments and a strategic, scalable journey toward impact. At Mistral AI, we’ve seen how this approach unlocks measurable value, aligns stakeholders, and builds momentum for what comes next. The path to AI success starts with a single, well-chosen use case: one that is bold enough to inspire, urgent enough to demand action, and pragmatic enough to deliver. This content was produced by Mistral AI. It was not written by MIT Technology Review’s editorial staff.

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The Download: inside a deepfake marketplace, and EV batteries’ future

This is today’s edition of The Download, our weekday newsletter that provides a daily dose of what’s going on in the world of technology. Inside the marketplace powering bespoke AI deepfakes of real women Civitai—an online marketplace for buying and selling AI-generated content, backed by the venture capital firm Andreessen Horowitz—is letting users buy custom instruction files for generating celebrity deepfakes. Some of these files were specifically designed to make pornographic images banned by the site, a new analysis has found. The study, from researchers at Stanford and Indiana University, looked at people’s requests for content on the site, called “bounties.” The researchers found that between mid-2023 and the end of 2024, most bounties asked for animated content—but a significant portion were for deepfakes of real people, and 90% of these deepfake requests targeted women. Read the full story.
—James O’Donnell
What’s next for EV batteries in 2026 Demand for electric vehicles and the batteries that power them has never been hotter. In 2025, EVs made up over a quarter of new vehicle sales globally, up from less than 5% in 2020. Some regions are seeing even higher uptake: In China, more than 50% of new vehicle sales last year were battery electric or plug-in hybrids. In Europe, more purely electric vehicles hit the roads in December than gas-powered ones. (The US is the notable exception here, dragging down the global average with a small sales decline from 2024.) As EVs become increasingly common on the roads, the battery world is growing too. Here’s what’s coming next for EV batteries in 2026 and beyond. —Casey Crownhart This story is part of MIT Technology Review’s What’s Next series, which examines industries, trends, and technologies to give you a first look at the future. You can read the rest of them here. TR10: Base-edited baby

Kyle “KJ” Muldoon Jr. was born with a rare, potentially fatal genetic disorder that left his body unable to remove toxic ammonia from his blood. The University of Pennsylvania offered his parents an alternative to a liver transplant: gene-editing therapies. The team set to work developing a tailored treatment using base editing—a form of CRISPR that can correct genetic “misspellings” by changing single bases, the basic units of DNA. KJ received an initial low dose when he was seven months old, and later received two higher doses. Today, KJ is doing well. At an event in October last year, his happy parents described how he was meeting all his developmental milestones. Others have received gene-editing therapies intended to treat conditions including sickle cell disease and a predisposition to high cholesterol. But KJ was the first to receive a personalized treatment—one that was designed just for him and will probably never be used again. Read why we made it one of our 10 Breakthrough Technologies this year, and check out the rest of the list. The must-reads I’ve combed the internet to find you today’s most fun/important/scary/fascinating stories about technology. 1 A social network for AI agents is vulnerable to abuseA misconfiguration meant anyone could take control of any agent. (404 Media)+ Moltbook is loosely modeled on Reddit, but humans are unable to post. (FT $)2 Google breached its own ethics rules to help an Israeli contractorIt helped a military worker to analyze drone footage, a whistleblower has claimed. (WP $) 3 Capgemini is selling its unit linked to ICEAfter the French government asked it to clarify its work for the agency. (Bloomberg $) + The company has signed $12.2mn in contracts under the Trump administration. (FT $)+ Here’s how to film ICE activities as safely as possible. (Wired $)4 China has a plan to prime its next generation of AI experts Thanks to its elite genius class system. (FT $)+ The country is going all-in on AI healthcare. (Rest of World)+ The State of AI: Is China about to win the race? (MIT Technology Review)
5 Indonesia has reversed its ban on xAI’s GrokAfter it announced plans to improve its compliance with the country’s laws. (Reuters)+ Indonesia maintains a strict stance against pornographic content. (NYT $)+ Malaysia and the Philippines have also lifted bans on the chatbot. (TechCrunch)6 Don’t expect to hitch a ride on a Blue Origin rocket anytime soonJeff Bezos’ venture won’t be taking tourists into space for at least two years. (NYT $)+ Artemis II astronauts are due to set off for the moon soon. (IEEE Spectrum)+ Commercial space stations are on our list of 10 Breakthrough Technologies for 2026. (MIT Technology Review)7 America’s push for high-speed internet is under threatThere aren’t enough skilled workers to meet record demand. (WSJ $) 8 Can AI help us grieve better?A growing cluster of companies are trying to find out. (The Atlantic $)+ Technology that lets us “speak” to our dead relatives has arrived. Are we ready? (MIT Technology Review)
9 How to fight future insect infestations 🍄A certain species of fungus could play a key role. (Ars Technica)+ How do fungi communicate? (MIT Technology Review)10 What a robot-made latte tastes like, according to a former baristaDamn fine, apparently. (The Verge) Quote of the day  “It feels like a wild bison rampaging around in my computer.” —A user who signed up to AI agent Moltbot remarks on the bot’s unpredictable behavior, Rest of World reports.
One more thing How Wi-Fi sensing became usable techWi-Fi sensing is a tantalizing concept: that the same routers bringing you the internet could also detect your movements. But, as a way to monitor health, it’s mostly been eclipsed by other technologies, like ultra-wideband radar.  Despite that, Wi-Fi sensing hasn’t gone away. Instead, it has quietly become available in millions of homes, supported by leading internet service providers, smart-home companies, and chip manufacturers.Soon it could be invisibly monitoring our day-to-day movements for all sorts of surprising—and sometimes alarming—purposes. Read the full story.  —Meg Duff
We can still have nice things A place for comfort, fun and distraction to brighten up your day. (Got any ideas? Drop me a line or skeet ’em at me.) + These intrepid Scottish bakers created the largest ever Empire biscuit (a classic shortbread cookie covered in icing) 🍪+ My, what big tentacles you have!+ If you’ve been feeling like you’re stuck in a rut lately, this advice could be exactly what you need to overcome it.+ These works of psychedelic horror are guaranteed to send a shiver down your spine.

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What’s next for EV batteries in 2026

MIT Technology Review’s What’s Next series looks across industries, trends, and technologies to give you a first look at the future. You can read the rest of them here. Demand for electric vehicles and the batteries that power them has never been hotter. In 2025, EVs made up over a quarter of new vehicle sales globally, up from less than 5% in 2020. Some regions are seeing even higher uptake: In China, more than 50% of new vehicle sales last year were battery electric or plug-in hybrids. In Europe, more purely electric vehicles hit the roads in December than gas-powered ones. (The US is the notable exception here, dragging down the global average with a small sales decline from 2024.) As EVs become increasingly common on the roads, the battery world is growing too. Looking ahead, we could soon see wider adoption of new chemistries, including some that deliver lower costs or higher performance. Meanwhile, the geopolitics of batteries are shifting, and so is the policy landscape. Here’s what’s coming next for EV batteries in 2026 and beyond.
A big opportunity for sodium-ion batteries Lithium-ion batteries are the default chemistry used in EVs, personal devices, and even stationary storage systems on the grid today. But in a tough environment in some markets like the US, there’s a growing interest in cheaper alternatives. Automakers right now largely care just about batteries’ cost, regardless of performance improvements, says Kara Rodby, a technical principal at Volta Energy Technologies, a venture capital firm that focuses on energy storage technology. Sodium-ion cells have long been held up as a potentially less expensive alternative to lithium. The batteries are limited in their energy density, so they deliver a shorter range than lithium-ion. But sodium is also more abundant, so they could be cheaper.
Sodium’s growth has been cursed, however, by the very success of lithium-based batteries, says Shirley Meng, a professor of molecular engineering at the University of Chicago. A lithium-ion battery cell cost $568 per kilowatt-hour in 2013, but that cost had fallen to just $74 per kilowatt-hour by 2025—quite the moving target for cheaper alternatives to chase. Sodium-ion batteries currently cost about $59 per kilowatt-hour on average. That’s less expensive than the average lithium-ion battery. But if you consider only lithium iron phosphate (LFP) cells, a lower-end type of lithium-ion battery that averages $52 per kilowatt-hour, sodium is still more expensive today.  We could soon see an opening for sodium-batteries, though. Lithium prices have been ticking up in recent months, a shift that could soon slow or reverse the steady downward march of prices for lithium-based batteries.  Sodium-ion batteries are already being used commercially, largely for stationary storage on the grid. But we’re starting to see sodium-ion cells incorporated into vehicles, too. The Chinese companies Yadea, JMEV, and HiNa Battery have all started producing sodium-ion batteries in limited numbers for EVs, including small, short-range cars and electric scooters that don’t require a battery with high energy density. CATL, a Chinese battery company that’s the world’s largest, says it recently began producing sodium-ion cells. The company plans to launch its first EV using the chemistry by the middle of this year.  Ask AIWhy it matters to you?BETAHere’s why this story might matter to you, according to AI. This is a beta feature and AI hallucinates—it might get weirdTell me why it matters Today, both production and demand for sodium-ion batteries are heavily centered in China. That’s likely to continue, especially after a cutback in tax credits and other financial support for the battery and EV industries in the US. One of the biggest sodium-battery companies in the US, Natron, ceased operations last year after running into funding issues. We could also see progress in sodium-ion research: Companies and researchers are developing new materials for components including the electrolyte and electrodes, so the cells could get more comparable to lower-end lithium-ion cells in terms of energy density, Meng says.  Major tests for solid-state batteries As we enter the second half of this decade, many eyes in the battery world are on big promises and claims about solid-state batteries. These batteries could pack more energy into a smaller package by removing the liquid electrolyte, the material that ions move through when a battery is charging and discharging. With a higher energy density, they could unlock longer-range EVs.

Companies have been promising solid-state batteries for years. Toyota, for example, once planned to have them in vehicles by 2020. That timeline has been delayed several times, though the company says it’s now on track to launch the new cells in cars in 2027 or 2028. Historically, battery makers have struggled to produce solid-state batteries at the scale needed to deliver a commercially relevant supply for EVs. There’s been progress in manufacturing techniques, though, and companies could soon actually make good on their promises, Meng says.  Factorial Energy, a US-based company making solid-state batteries, provided cells for a Mercedes test vehicle that drove over 745 miles on a single charge in a real-world test in September. The company says it plans to bring its tech to market as soon as 2027. Quantumscape, another major solid-state player in the US, is testing its cells with automotive partners and plans to have its batteries in commercial production later this decade.   Before we see true solid-state batteries, we could see hybrid technologies, often referred to as semi-solid-state batteries. These commonly use materials like gel electrolytes, reducing the liquid inside cells without removing it entirely. Many Chinese companies are looking to build semi-solid-state batteries before transitioning to entirely solid-state ones, says Evelina Stoikou, head of battery technologies and supply chains at BloombergNEF, an energy consultancy. A global patchwork The picture for the near future of the EV industry looks drastically different depending on where you’re standing. Last year, China overtook Japan as the country with the most global auto sales. And more than one in three EVs made in 2025 had a CATL battery in it. Simply put, China is dominating the global battery industry, and that doesn’t seem likely to change anytime soon. China’s influence outside its domestic market is growing especially quickly. CATL is expected to begin production this year at its second European site; the factory, located in Hungary, is an $8.2 billion project that will supply automakers including BMW and the Mercedes-Benz group. Canada recently signed a deal that will lower the import tax on Chinese EVs from 100% to roughly 6%, effectively opening the Canadian market for Chinese EVs. Some countries that haven’t historically been major EV markets could become bigger players in the second half of the decade. Annual EV sales in Thailand and Vietnam, where the market was virtually nonexistent just a few years ago, broke 100,000 in 2025. Brazil, in particular, could see its new EV sales more than double in 2026 as major automakers including Volkswagen and BYD set up or ramp up production in the country. 
On the flip side, EVs are facing a real test in 2026 in the US, as this will be the first calendar year after the sunset of federal tax credits that were designed to push more drivers to purchase the vehicles. With those credits gone, growth in sales is expected to continue lagging.  One bright spot for batteries in the US is outside the EV market altogether. Battery manufacturers are starting to produce low-cost LFP batteries in the US, largely for energy storage applications. LG opened a massive factory to make LFP batteries in mid-2025 in Michigan, and the Korean battery company SK On plans to start making LFP batteries at its facility in Georgia later this year. Those plants could help battery companies cash in on investments as the US EV market faces major headwinds.  Even as the US lags behind, the world is electrifying transportation. By 2030, 40% of new vehicles sold around the world are projected to be electric. As we approach that milestone, expect to see more global players, a wider selection of EVs, and an even wider menu of batteries to power them. 

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Inside the marketplace powering bespoke AI deepfakes of real women

Civitai—an online marketplace for buying and selling AI-generated content, backed by the venture capital firm Andreessen Horowitz—is letting users buy custom instruction files for generating celebrity deepfakes. Some of these files were specifically designed to make pornographic images banned by the site, a new analysis has found. The study, from researchers at Stanford and Indiana University, looked at people’s requests for content on the site, called “bounties.” The researchers found that between mid-2023 and the end of 2024, most bounties asked for animated content—but a significant portion were for deepfakes of real people, and 90% of these deepfake requests targeted women. (Their findings have not yet been peer reviewed.) The debate around deepfakes, as illustrated by the recent backlash to explicit images on the X-owned chatbot Grok, has revolved around what platforms should do to block such content. Civitai’s situation is a little more complicated. Its marketplace includes actual images, videos, and models, but it also lets individuals buy and sell instruction files called LoRAs that can coach mainstream AI models like Stable Diffusion into generating content they were not trained to produce. Users can then combine these files with other tools to make deepfakes that are graphic or sexual. The researchers found that 86% of deepfake requests on Civitai were for LoRAs. In these bounties, users requested “high quality” models to generate images of public figures like the influencer Charli D’Amelio or the singer Gracie Abrams, often linking to their social media profiles so their images could be grabbed from the web. Some requests specified a desire for models that generated the individual’s entire body, accurately captured their tattoos, or allowed hair color to be changed. Some requests targeted several women in specific niches, like artists who record ASMR videos. One request was for a deepfake of a woman said to be the user’s wife. Anyone on the site could offer up AI models they worked on for the task, and the best submissions received payment—anywhere from $0.50 to $5. And nearly 92% of the deepfake bounties were awarded.
Neither Civitai nor Andreessen Horowitz responded to requests for comment. It’s possible that people buy these LoRAs to make deepfakes that aren’t sexually explicit (though they’d still violate Civitai’s terms of use, and they’d still be ethically fraught). But Civitai also offers educational resources on how to use external tools to further customize the outputs of image generators—for example, by changing someone’s pose. The site also hosts user-written articles with details on how to instruct models to generate pornography. The researchers found that the amount of porn on the platform has gone up, and that the majority of requests each week are now for NSFW content.
“Not only does Civitai provide the infrastructure that facilitates these issues; they also explicitly teach their users how to utilize them,” says Matthew DeVerna, a postdoctoral researcher at Stanford’s Cyber Policy Center and one of the study’s leaders.  The company used to ban only sexually explicit deepfakes of real people, but in May 2025 it announced it would ban all deepfake content. Nonetheless, countless requests for deepfakes submitted before this ban now remain live on the site, and many of the winning submissions fulfilling those requests remain available for purchase, MIT Technology Review confirmed. “I believe the approach that they’re trying to take is to sort of do as little as possible, such that they can foster as much—I guess they would call it—creativity on the platform,” DeVerna says. Users buy LoRAs with the site’s online currency, called Buzz, which is purchased with real money. In May 2025, Civita’s credit card processor cut off the company because of its ongoing problem with nonconsensual content. To pay for explicit content, users must now use gift cards or cryptocurrency to buy Buzz; the company offers a different scrip for non-explicit content.  Civitai automatically tags bounties requesting deepfakes and lists a way for the person featured in the content to manually request its takedown. This system means that Civitai has a reasonably successful way of knowing which bounties are for deepfakes, but it’s still leaving moderation to the general public rather than carrying it out proactively.  A company’s legal liability for what its users do isn’t totally clear. Generally, tech companies have broad legal protections against such liability for their content under Section 230 of the Communications Decency Act, but those protections aren’t limitless. For example, “you cannot knowingly facilitate illegal transactions on your website,” says Ryan Calo, a professor specializing in technology and AI at the University of Washington’s law school. (Calo wasn’t involved in this new study.) Civitai joined OpenAI, Anthropic, and other AI companies in 2024 in adopting design principles to guard against the creation and spread of AI-generated child sexual abuse material . This move followed a 2023 report from the Stanford Internet Observatory, which found that the vast majority of AI models named in child sexual abuse communities were Stable Diffusion–based models “predominantly obtained via Civitai.” But adult deepfakes have not gotten the same level of attention from content platforms or the venture capital firms that fund them. “They are not afraid enough of it. They are overly tolerant of it,” Calo says. “Neither law enforcement nor civil courts adequately protect against it. It is night and day.” Civitai received a $5 million investment from Andreessen Horowitz (a16z) in November 2023. In a video shared by a16z, Civitai cofounder and CEO Justin Maier described his goal of building the main place where people find and share AI models for their own individual purposes. “We’ve aimed to make this space that’s been very, I guess, niche and engineering-heavy more and more approachable to more and more people,” he said.  Civitai is not the only company with a deepfake problem in a16z’s investment portfolio; in February, MIT Technology Review first reported that another company, Botify AI, was hosting AI companions resembling real actors that stated their age as under 18, engaged in sexually charged conversations, offered “hot photos,” and in some instances described age-of-consent laws as “arbitrary” and “meant to be broken.”

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The Download: US immigration agencies’ AI videos, and inside the Vitalism movement

This is today’s edition of The Download, our weekday newsletter that provides a daily dose of what’s going on in the world of technology. DHS is using Google and Adobe AI to make videos The news: The US Department of Homeland Security is using AI video generators from Google and Adobe to make and edit content shared with the public, a new document reveals. The document, released on Wednesday, provides an inventory of which commercial AI tools DHS uses for tasks ranging from generating drafts of documents to managing cybersecurity. Why it matters: It comes as immigration agencies have flooded social media with content to support President Trump’s mass deportation agenda—some of which appears to be made with AI—and as workers in tech have put pressure on their employers to denounce the agencies’ activities. Read the full story.—James O’Donnell
How the sometimes-weird world of lifespan extension is gaining influence
—Jessica HamzelouFor the last couple of years, I’ve been following the progress of a group of individuals who believe death is humanity’s “core problem.” Put simply, they say death is wrong—for everyone. They’ve even said it’s morally wrong. They established what they consider a new philosophy, and they called it Vitalism.Vitalism is more than a philosophy, though—it’s a movement for hardcore longevity enthusiasts who want to make real progress in finding treatments that slow or reverse aging. Not just through scientific advances, but by persuading influential people to support their movement, and by changing laws and policies to open up access to experimental drugs. And they’re starting to make progress. This article first appeared in The Checkup, MIT Technology Review’s weekly biotech newsletter. To receive it in your inbox every Thursday, and read articles like this first, sign up here. The AI Hype Index: Grok makes porn, and Claude Code nails your job Separating AI reality from hyped-up fiction isn’t always easy. That’s why we’ve created the AI Hype Index—a simple, at-a-glance summary of everything you need to know about the state of the industry. Take a look at this month’s edition of the index here. The must-reads

I’ve combed the internet to find you today’s most fun/important/scary/fascinating stories about technology. 1 Capgemini is no longer tracking immigrants for ICEAfter the French company was queried by the country’s government over the contract. (WP $)+ Here’s how the agency typically keeps tabs on its targets. (NYT $)+ US senators are pushing for answers about its recent surveillance shopping spree. (404 Media)+ ICE’s tactics would get real soldiers killed, apparently. (Wired $) 2 The Pentagon is at loggerheads with AnthropicThe AI firm is reportedly worried its tools could be used to spy on Americans. (Reuters)+ Generative AI is learning to spy for the US military. (MIT Technology Review) 3 It’s relatively rare for AI chatbots to lead users down harmful pathsBut when it does, it can have incredibly dangerous consequences. (Ars Technica)+ The AI doomers feel undeterred. (MIT Technology Review)4 GPT-4o’s days are numberedOpenAI says just 0.1% of users are using the model every day. (CNBC)+ It’s the second time that it’s tried to turn the sycophantic model off in under a year. (Insider $)+ Why GPT-4o’s sudden shutdown left people grieving. (MIT Technology Review)5 An AI toy company left its chats with kids exposedAnyone with a Gmail account was able to simply access the conversations—no hacking required. (Wired $)+ AI toys are all the rage in China—and now they’re appearing on shelves in the US too. (MIT Technology Review)6 SpaceX could merge with xAI later this yearAhead of a planned blockbuster IPO of Elon Musk’s companies. (Reuters)+ The move would be welcome news for Musk fans. (The Information $)+ A SpaceX-Tesla merger could also be on the cards. (Bloomberg $) 7 We’re still waiting for a reliable male contraceptiveTake a look at the most promising methods so far. (Bloomberg $) 8 AI is bringing traditional Chinese medicine to the massesAnd it’s got the full backing of the country’s government. (Rest of World) 9 The race back to the Moon is heating up Competition between the US and China is more intense than ever. (Economist $)10 What did the past really smell like?AI could help scientists to recreate history’s aromas—including mummies and battlefields. (Knowable Magazine)
Quote of the day “I think the tidal wave is coming and we’re all standing on the beach.”
—Bill Zysblat, a music business manager, tells the Financial Times about the existential threat AI poses to the industry.  One more thing Therapists are secretly using ChatGPT. Clients are triggered.Declan would never have found out his therapist was using ChatGPT had it not been for a technical mishap. The connection was patchy during one of their online sessions, so Declan suggested they turn off their video feeds. Instead, his therapist began inadvertently sharing his screen.For the rest of the session, Declan was privy to a real-time stream of ChatGPT analysis rippling across his therapist’s screen, who was taking what Declan was saying, putting it into ChatGPT, and then parroting its answers.But Declan is not alone. In fact, a growing number of people are reporting receiving AI-generated communiqués from their therapists. Clients’ trust and privacy are being abandoned in the process. Read the full story. —Laurie Clarke
We can still have nice things A place for comfort, fun and distraction to brighten up your day. (Got any ideas? Drop me a line or skeet ’em at me.) + Sinkholes are seriously mysterious. Is there a way to stay one step ahead of them?+ This beautiful pixel art is super impressive.+ Amid the upheaval in their city, residents of Minneapolis recently demonstrated both their resistance and community spirit in the annual Art Sled Rally (thanks Paul!)+ How on Earth is Tomb Raider 30 years old?!

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Oil Closes Sharply Lower as Iran Risk Fades

Oil fell sharply as geopolitical risk premiums faded after US President Donald Trump said Washington is talking with Iran, while a broader commodities selloff exacerbated the slide. West Texas Intermediate plummeted 4.7% to settle near $62 a barrel, the biggest loss since June, while Brent futures also nosedived. Trump downplayed Iran supreme leader Ayatollah Ali Khamenei’s threats of a regional war over the weekend, reiterating he’s hopeful they’ll make a deal. The Islamic Republic’s foreign ministry said it hopes diplomatic efforts will avert a war. White House envoy Steve Witkoff and Iranian Foreign Minister Abbas Araghchi are set to meet in Istanbul on Friday, Axios reported, citing two people familiar with the matter. “The move lower looks more like a positioning reset than a fundamental shift,” said Haris Khurshid, chief investment officer at Karobaar Capital LP. “With no new supply shock, oil is giving back some risk premium as the market recalibrates after pricing in near-term disruption that just didn’t materialize.” Crude was also hit as commodities, particularly metals, came under intense selling pressure. Gold fell as much as 10%, and copper at one point dropped more than 5% as they continued a retreat that started on Friday. The precipitous drop comes on the back of WTI’s biggest monthly increase since 2023, supported by broad-based flows into commodities during the same period. The prospect of conflict with Iran and pockets of supply disruption led to a surprisingly tight first month of the year. Still, the wider backdrop is one of elevated supplies, particularly in the first half of 2026. At current prices, the sharp reversal will trigger selling from trend-following commodity trading advisors, according to James Taylor, head of the quant service at consultant Energy Aspects. More selling would come if Brent falls below $65 a barrel, he added, noting

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What we’ve been getting wrong about AI’s truth crisis

This story originally appeared in The Algorithm, our weekly newsletter on AI. To get stories like this in your inbox first, sign up here. What would it take to convince you that the era of truth decay we were long warned about—where AI content dupes us, shapes our beliefs even when we catch the lie, and erodes societal trust in the process—is now here? A story I published last week pushed me over the edge. It also made me realize that the tools we were sold as a cure for this crisis are failing miserably.  On Thursday, I reported the first confirmation that the US Department of Homeland Security, which houses immigration agencies, is using AI video generators from Google and Adobe to make content that it shares with the public. The news comes as immigration agencies have flooded social media with content to support President Trump’s mass deportation agenda—some of which appears to be made with AI (like a video about “Christmas after mass deportations”). But I received two types of reactions from readers that may explain just as much about the epistemic crisis we’re in. 
One was from people who weren’t surprised, because on January 22 the White House had posted a digitally altered photo of a woman arrested at an ICE protest, one that made her appear hysterical and in tears. Kaelan Dorr, the White House’s deputy communications director, did not respond to questions about whether the White House altered the photo but wrote, “The memes will continue.” The second was from readers who saw no point in reporting that DHS was using AI to edit content shared with the public, because news outlets were apparently doing the same. They pointed to the fact that the news network MS Now (formerly MSNBC) shared an image of Alex Pretti that was AI-edited and appeared to make him look more handsome, a fact that led to many viral clips this week, including one from Joe Rogan’s podcast. Fight fire with fire, in other words? A spokesperson for MS Now told Snopes that the news outlet aired the image without knowing it was edited.
There is no reason to collapse these two cases of altered content into the same category, or to read them as evidence that truth no longer matters. One involved the US government sharing a clearly altered photo with the public and declining to answer whether it was intentionally manipulated; the other involved a news outlet airing a photo it should have known was altered but taking some steps to disclose the mistake. What these reactions reveal instead is a flaw in how we were collectively preparing for this moment. Warnings about the AI truth crisis revolved around a core thesis: that not being able to tell what is real will destroy us, so we need tools to independently verify the truth. My two grim takeaways are that these tools are failing, and that while vetting the truth remains essential, it is no longer capable on its own of producing the societal trust we were promised. For example, there was plenty of hype in 2024 about the Content Authenticity Initiative, cofounded by Adobe and adopted by major tech companies, which would attach labels to content disclosing when it was made, by whom, and whether AI was involved. But even Adobe itself applies these labels only when the content is entirely AI generated rather than partially so.  And platforms like X, where the altered arrest photo was posted, can strip content of such labels anyway (a note that the photo was altered was added by users). Platforms can also simply not choose to show the label; indeed, when Adobe launched the initiative, it noted that the Pentagon’s website for sharing official images, DVIDS, would display the labels to prove authenticity, but a review of the website today shows no such labels. Noticing how much traction the White House’s photo got even after it was shown to be AI-altered, I was struck by the findings of a very relevant new paper published in the journal Communications Psychology. In the study, participants watched a deepfake “confession” to a crime, and the researchers found that even when they were told explicitly that the evidence was fake, participants relied on it when judging an individual’s guilt. In other words, even when people learn that the content they’re looking at is entirely fake, they remain emotionally swayed by it.  “Transparency helps, but it isn’t enough on its own,” the disinformation expert Christopher Nehring wrote recently about the study’s findings. “We have to develop a new masterplan of what to do about deepfakes.” AI tools to generate and edit content are getting more advanced, easier to operate, and cheaper to run—all reasons why the US government is increasingly paying to use them. We were well warned of this, but we responded by preparing for a world in which the main danger was confusion. What we’re entering instead is a world in which influence survives exposure, doubt is easily weaponized, and establishing the truth does not serve as a reset button. And the defenders of truth are already trailing way behind.

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Trump Says He Welcomes China, India Investment in VEN Oil

President Donald Trump said Saturday he welcomed investment by China and India in Venezuela’s oil industry. “China is welcome to come in and will make a great deal on oil,” Trump told reporters during a flight to Mar-a-Lago on Air Force One. He added that the US is working with India on a deal to purchase Venezuelan oil. “India’s coming in and they’re going to be buying Venezuelan oil, as opposed to buying it from Iran,” he said. “We’ve already made the deal, the concept of that deal.” Earlier this week, Venezuela’s acting president signed off on historic changes to the country’s nationalist oil policy that would reduce taxes and allow greater ownership for foreign oil companies, less than a month after US forces captured longtime leader Nicolas Maduro. Shortly after, US Treasury Department issued a general license expanding the ability for US companies to export, sell and refine crude coming from the sanctioned South American country.  The US is set to import the most Venezuelan oil in a year after the Trump administration moved to control the country’s energy supply and pressed oil companies to invest $100 billion in rebuilding the country’s oil infrastructure. Yet as the US emerges as the biggest recipient of Venezuelan oil following Maduro’s capture, shipments to China — which averaged 400,000 barrels a day last year — fell to zero in January amid a US naval crackdown on the so-called dark fleet of vessels used to transport sanctioned oil to China.  Most of the oil arriving in the US comes from Chevron Corp., which holds a US license to sell sanctioned Venezuelan crude. About 20% is being supplied by commodity traders Trafigura Group and Vitol Group, which were tapped by the Trump administration to help sell up to 50 million barrels of oil after

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Trump to Launch $12B Critical Mineral Stockpile

President Donald Trump is set to launch a strategic critical-minerals stockpile with $12 billion in seed money, a bid to insulate manufacturers from supply shocks as the US works to slash its reliance on Chinese rare earths and other metals.  The venture — dubbed Project Vault — is set to marry $1.67 billion in private capital with a $10 billion loan from the US Export-Import Bank to procure and store the minerals for automakers, tech firms and other manufacturers.  US rare-earths stocks jumped in premarket trading upon news of the administration’s plan, including USA Rare Earth Inc., Critical Metals Corp., United States Antimony Corp. and NioCorp Developments Ltd. Details of the initiative, which would represent a first-of-its-kind stockpile for the US private sector, were described by senior administration officials, who asked not to be identified discussing a plan that has yet to be announced. The effort is akin to the nation’s existing emergency oil stockpile. But instead of crude, its focus would be minerals — such as gallium and cobalt — used in products such as iPhones, batteries and jet engines. The stockpile is expected to include both rare earths and critical minerals as well as other strategically important elements that are subject to volatile prices. A Gallium Arsenide semiconducting wafer is processed into chips for radio frequency communications devices at RF Micro Devices Inc. (RFMD) headquarters in Greensboro, North Carolina, U.S., on Wednesday, Feb. 15, 2012. RF Micro Devices Inc. manufactures radio-frequency components and semiconductor technologies. Photographer: Victor J. Blue/Bloomberg It represents a major commitment to accumulate minerals deemed critical to the industrial economy — including the automotive, aerospace and energy sectors — and highlights Trump’s effort to wean US supply chains from China, the world’s dominant provider and processor of critical minerals.  The project has participation from more

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Energy Star gets full 2026 funding from Congress

Congress has fully funded the Energy Star program through fiscal year 2026 as part of a funding bill that President Trump signed into law Jan. 23. The administration tried to zero-out the program in early 2025. “The funding is a huge win,” Sabine Rogers, federal policy manager at the U.S. Green Building Council, said in a blog post. A provision in the fiscal 2026 appropriations bill that funds the U.S. Environmental Protection Agency and several other federal agencies, H.R. 6938, mandates that the administration provide at least $33 million to carry out the program through the fiscal year ending Sept. 30 — a modest increase over the $32 million provided in FY2024, the most recent year where program funding data is available. The provision includes a directive from Congress that the administration not take actions to reduce the amount. “[This is] the very first time that Congress has stipulated a mandatory annual spending level for Energy Star,” Rogers said, “placing a clear and binding legal requirement on the administration.” More than 1,200 organizations lobbied Congress last year to save Energy Star after the Trump administration in May proposed eliminating EPA’s Office of Atmospheric Protection, which oversees the program. In letters calling for the EPA to continue the program, organizations said its elimination would damage the real estate sector at a time when it is already facing significant uncertainty.  The Energy Star program has saved consumers and organizations some 5.2 trillion kilowatt-hours of energy and more than $500 billion in costs since it was created in 1992, according to the program website. “Energy Star has grown to become the international standard for energy efficiency and one of the most successful voluntary U.S. government programs in history,” the site says.  Energy Star Portfolio Manager, a free tool that allows commercial building operators

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Eying AI factories, Nvidia buys bigger stake in CoreWeave

Nvidia continues to throw its sizable bank account around, this time making a $2 billion investment in GPU cloud service provider CoreWeave. The company says the investment reflects Nvidia’s “confidence in CoreWeave’s business, team and growth strategy as a cloud platform built on Nvidia infrastructure.” CoreWeave is not the only company that has built its business on Nvidia infrastructure: so has Amazon, Microsoft, Google, Oracle, and dedicated GPU CSPs like Lambda Labs, Crusoe, and RunPod.

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