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Gemini 4 Argon for Robotics
Gemini 4 Argon marks a step change in physical understanding, code generation, and visual-semantic reasoning—unlocking new workflows across the robotics stack and accelerating progress toward physical AGI.You can see this leap in capability on the Embodied Reasoning (ERQA) benchmark, which tests a model’s ability to understand and solve physical, spatial problems in 3D environments. Using pure reasoning, Argon scores 87%, outperforming every other frontier model.
As a general-purpose physical reasoning model, Argon can be applied across the entire robotics lifecycle. In this post, we share representative prompts for Argon across four key areas:Robot control → Mobile manipulation with MuJoCo practice, zero-shot robot control, and closed-loop steering of video world models.Real2Sim → Reconstructing physically calibrated simulation twins from robot camera feeds, egocentric human video, or hand-drawn paper sketches.Physical understanding → Agentic multimodal hindsight labeling including detailed understanding of dexterity, dense value functions and progress estimation.Research and self-improvement → Action improvement via simulation and iterative self-improvement on hardware.Unlocking robot control with Argon1. Spot mobile manipulation: Putting in the trash bin with MuJoCo practiceArgon controls a Boston Dynamics Spot® quadruped (12-DoF legs + 6-DoF arm) to learn a new skill: stepping on a foot-pedal trash bin to throw away soda cans. Argon creates an articulated MuJoCo digital twin of a foot-pedal trash bin to practice its moves before stepping on the physical pedal and dropping soda cans into the open bin.
Sorry, your browser doesn’t support playback for this video
Spot Mobile Manipulation — Real-to-Sim-to-Real foot-pedal trash bin disposal: Spot picking up the soda can, checking its wrist camera, practicing 3-leg tripod balance in MuJoCo, stepping on the foot pedal, verifying hand centering in the open bin, and dropping the can inside.
There’s a Diet Coke can behind you and another on the black table on your left.
Use the spot-mobile-manipulation skill to pick them up and trash them in the black foot-pedal bin.
Before stepping down on the pedal, verify in the front cameras that your front-right foot target is centered on the pedal, and use a 2-agent verification swarm (foot-verifier and hand-verifier) to verify both the foot-pedal step and the 3D hand-in-bin alignment before releasing.
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2. Zero-shot controlArgon controls a simple robotic arm to place a fallen mug upright and put the crumpled napkin inside. Argon reasons with a visual coordinate harness and action primitives to perform this task over several turns.
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Left: 3rd-person real robot view; Right: calibrated wrist camera with projected 2 cm world coordinates and jaw-closing reticle.
[Attached: wrist_cam.png, obs.json]
Task: Get the robot arm to reorient the mug upright and put the napkin inside the mug.
## Execution Discipline
– Simply output 1 sentence observation followed immediately by your `curl` command (with `# Plan:` on Turn 1 and `# Thought:` on every turn). Everything needed is in `obs.json` and the calibrated reticle/grid drawn on `wrist_cam.png`.
## Visual Coordinate Reference (Annotated on wrist_cam.png)
– `+X` (UP in image): Away from robot base | `-X` (DOWN): Towards robot base
– `+Y` (LEFT in image): World left | `-Y` (RIGHT): World right
– `+Z`: Height above table | `Yellow numbers`: World (X, Y) in centimetres (2 cm grid at `grid_z`)
– `Cyan + crosshair`: Current 3D pinch center
– `Cyan [ + ] brackets`: Current jaw opening and closing line
– `Green line`: Current object long-axis orientation (`yaw_deg`: 0° = vertical along +X, 90° = horizontal along +Y)
– `pitch_deg = 90°`: Straight down (-Z) top-down grasp/place; `pitch_deg `grasp` – > `place` – > `done`
– Pre-Grasp Hover Verify (4–7 calls): `look_at` – > `goto(z=0.04)` (verify cyan `[ + ]` brackets straddle target) – > `grasp` – > `place_until_contact` – > `done`
– Fine Visual Servoing (8–20 calls): `look_at` – > `grasp` – > pre-pose `goto` – > closed-loop `move_by` / `move_until_contact` – > `done`
3. Send motion primitives (`POST /plan`) and verify visually after every turn in the updated `wrist_cam.png`. If `status == “grasp_failed”`, call `robot.look_at(…)` to re-observe and recover closed-loop.
## Code-as-Policies Primitives (`POST http://127.0.0.1:8081/plan`)
robot.look_at(x=0.35, y=0.13, z=0.14, grid_z=0.015)
x, y = robot.deproject(u=0.52, v=0.48, z_plane=0.015)
robot.grasp(x=x, y=y, z=0.015, yaw_deg=-35, pitch_deg=90)
robot.place(x=0.24, y=0.06, z=0.075)
robot.place_until_contact(x=0.24, y=0.06, z=0.015, max_lag=0.012, relief=0.002)
robot.goto(x=0.28, y=0.05, z=0.04, arc_z=0.14, pitch_deg=25, azimuth_deg=90, roll_deg=0, speed=0.10)
robot.move_by(forward=0.025, dz=-0.002, dpitch_deg=-3, droll_deg=5, speed=0.04)
robot.move_until_contact(dz=-0.06, speed=0.03, max_lag=0.012, relief=0.002)
robot.open_gripper() / robot.close_gripper() / robot.home() / robot.done()
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3. Omni controlArgon steers robots in the Gemini Omni World Model to rearrange five scattered Scrabble tiles (G, R, A, N, O) into a clean row spelling A – R – G – O – N. Instead of specifying one static prompt, Argon steers in a closed visual loop. It writes timestamped action prompts, inspecting intermediate rollout keyframes, and refining its prompts.
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Iterative Video World Model Steering Dexterous Hands: 33-Step Steered Video Rollout Spelling A-R-G-O-N.
Goal: {task_goal}
You are steering a video world model (Gemini Omni) in an iterative visual feedback loop. Inspect the attached frames from the latest rollout and write the next timestamped action prompt for the video world model:
– Break complex motions into one simple, single-direction action at a time.
– Keep inactive hands retracted and avoid blocking the camera’s view of objects in the workspace.
– Explicitly state which areas of the workspace become empty after an object moves.
– Use [MM:SS.mmm] timestamps for each action beat and wrap your output in tags.
Example format (sample timestamps only, not the full prompt):
[00:00.000] Character A’s left hand rests at the side while the right hand reaches toward the target object.
[00:02.500] Character A’s right fingertips push the object smoothly into the center of the table, leaving its starting area empty.
[00:05.000] Character A’s right hand opens and retracts to the side so all placed objects remain in clear view of the camera.
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Unlocking Real2Sim with Argon1. Robot view to simulationArgon views a real robot teleoperation episode and develops a digital twin; it obtains or creates simulation assets that look and behave like the real objects upon contact with the dexterous hands. Argon tunes the assets and scenes to match sim visuals and contact events with those in the real recorded data in an iterative visual-reasoning loop.
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Left (Real View): synchronized real robot camera feeds; Right (Simulated): 3D MuJoCo scene reconstructed and calibrated by Argon.
[Attached: robot_rollout_episode]
Build a MuJoCo scene of the robot and reconstructed task objects. When each episode is replayed frame by frame, by driving the robot joints toward the logged observation.state with joint-space PD.
Iterate using two verification objectives:
(1) Visual match: MuJoCo renders from the head_left, left_wrist, and right_wrist cameras line up with, and look like, those real observations.
(2) Physical match: the simulated contact force/torque on each Sharpa fingertip, in the sensor frame, matches the logged tactile_force in timing, magnitude and direction.
What you can tune happens before simulation starts:
(1) Static object assets: realistic geometry, collision shapes, mass, inertia, friction and joints, with appearance close to the real objects, plus the initial object poses at t = 0.
(2) Offline-planned robot commands, changed only in frames where the real fingertips are near an object. Each command must stay within 0.55 rad (arm joints) and 0.65 rad (hand joints) of the logged teleop trajectory. Everywhere else, replay the logged trajectory unchanged.
No sim cheating: task objects may move only through real MuJoCo contact with the robot hands and the environment (mj_step).
Not allowed after t = 0: changing MjModel parameters; applying external forces or torques to objects; welds or equality constraints; feedforward torques beyond joint-space PD; setting or rolling back object qpos/qvel; disabling or excluding collisions; reporting contact forces that don’t come from the MuJoCo solver (for example, copying the logged tactile readings).
Immediately present the reconstructed scene and rollout results as an interactive HTML session viewer with one page per episode, showing:
– At the bottom: A synced timeline (play, scrub, speed control) that drives every panel.
– On the left panel: An interactive 3D Blender scene showing the simulated robot and objects, showing contact points and force arrows as replay progresses.
– On the right panel: Real vs. sim camera views side by side for all 3 cameras. Real vs. sim finger force visualizations.
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2. Human view to simulationGiven an egocentric human video of a manipulation task, Argon identifies the task-relevant objects, replaces crude bounding boxes with compound convex-decomposed meshes for concave containers, and retargets the human hand trajectory onto a 76-DoF bimanual humanoid with 22-DoF five-fingered hands in MuJoCo contact physics.
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Human View to Simulation — Egocentric Human Video to Dexterous Humanoid Twin: Left shows the input egocentric human RGB video; Right shows the synchronized 500 Hz MuJoCo + Blender Cycles multi-view simulation rollout.
[Attached: egocentric_human_video.mp4, candidate_sim_views.png, hand_3d_keypoints.json]
You are building a physically solvable 500 Hz MuJoCo manipulation environment (`scene.xml`) and studio Blender render that faithfully reproduces the tabletop task shown in `egocentric_human_video.mp4` on a bimanual humanoid robot with 22-DoF dexterous five-fingered hands:
1. Scene Reconstruction & Camera Calibration:
– Identify only the manipulation-relevant objects (the grasped target object and the receiving container or landmark) and triangulate their 3D tabletop coordinates from the egocentric camera intrinsics/extrinsics.
– Replace crude bounding boxes with compound convex-decomposed 3D meshes so concave containers (nested bowls, recessed wooden trays, open bins) support physical interior placement.
2. 500 Hz Dexterous Motion-Fitting Stress Test:
– Retarget the 3D human wrist and finger keypoints to the humanoid’s 7-DoF arm and 22-DoF hand joints, and step the trajectory in MuJoCo at 500 Hz (dt = 0.002s) with zero kinematic weld constraints.
– Verify opposing thumb-and-finger force closure, clean object lift ( > 2 cm), and stable final placement inside or beside the target landmark.
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3. Sketch to simulationWith Argon, a developer can snap a photo of a rough pen-and-paper sketch—showing an Apollo 2 humanoid throwing a ball along a parabolic arc to topple a 3-2-1 stack of boxes on a table—and have Argon automatically construct the GPU-accelerated mujoco_warp scene, synthesize a balanced 76-DoF whole-body and five-finger throw trajectory, verify 6/6 target knockdown in closed-loop physics, and export a Blender 4.5 Cycles render.
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Sketch to Simulation — Hand-Drawn Sketch to Dexterous Humanoid Trajectory & Cycles Render.
[Attached: hand_drawn_throw_sketch.jpg]
Translate this hand-drawn sketch into a physically verified humanoid simulation in `mujoco_warp` and a raytraced Blender Cycles video:
1. Scene & Kinematic Setup from Sketch:
– Parse the spatial layout from `hand_drawn_throw_sketch.jpg`: place the 76-DoF humanoid (32-DoF body equipped with two 22-DoF five-finger dexterous hands) at the origin facing a table holding a 3-2-1 pyramid of 6 rigid target boxes, with a projectile sphere grasped in the right five-finger hand.
2. Whole-Body Balance & Dexterous Throw Synthesis:
– Synthesize a 50 Hz whole-body throwing trajectory (140 steps, 2.80 s) across four phases: (1) stable stance & 5-finger power grasp closure, (2) torso/shoulder wind-up with ankle-hip Center-of-Mass compensation, (3) forward whipping acceleration, and (4) synchronized 22-DoF five-finger opening at peak hand velocity so the ball launches on a ballistic arc into the pyramid’s second-tier center of mass.
– Verify in `mujoco_warp` contact physics that the humanoid maintains upright balance (< 3 cm pelvis drift) and knocks down all 6 target boxes.
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Unlocking physical understanding with Argon1. Hindsight labeling and data qualityArgon has precise physical understanding of dexterous manipulation and can provide detailed segmentation and text labeling from video. Argon is able to identify poor manipulation segments such as pauses, unstable grasps and fumbles. Given an overhead video of a bimanual ALOHA 2 robot folding a square sheet of paper into an origami fox over 136 seconds, Argon produces a time-aligned 4-level hindsight annotation hierarchy: Episode Goal (G1), 6 contiguous Semantic Subtasks (G2), 17 contact-level Atomic Primitives (G3), and automated Quality Control (QC) reweighting that holds task progress flat during fumbles and retries.
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Argon Multi-Granularity Hindsight & Telemetry HUD.
[Attached: Aloha2_Origami_20250309.mp4]
Produce a time-aligned multi-granularity hindsight annotation JSON with four levels:
1. G1_episode_instruction: Concise imperative sentence describing the overall manipulation goal.
2. G2_subtasks: Contiguous semantic subtask phases specifying which arm(s) anchor vs. fold/rotate the object.
3. G3_atomic_primitives: Fine-grained contact-level primitives (3–15s) aligned with grasp closure, crease sweeps, release, or retry attempts.
4. quality_control_and_reweighting: Hold task_progress_pct flat during non-progressing slip/delamination retry loops and downweight them (0.15x–0.25x) for Behavior Cloning.
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2. Find the odd ballTo recreate the classic 12-ball balance scale puzzle with robots, Argon builds a bimanual Franka FR3 MuJoCo environment with 12 visually identical pool balls (one secretly heavier or lighter) and an articulated Roberval two-pan balance scale. It then writes a vision-only closed-loop solver that triangulates the balls from stereo RGB cameras, visually reads the scale tilt after each weighing, and isolates the odd ball into the Heavy (Red) or Light (Blue) tray within 3 weighings.
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Find the Odd Ball (Vision-Only Closed-Loop Solver): Dual-arm Franka FR3 weighing candidate balls on the Gold/Teal pans, reading stereo scale tilt , and isolating the confirmed Heavy odd ball into the Red tray in 3 weighings.
# Prompt 1 — Physics-Accurate MuJoCo Environment & Benchmark Generation
Make a MuJoCo environment where a dual-arm robot (two 7-DoF Franka FR3 arms with parallel-jaw grippers on a shared tabletop) is tasked to solve the classic 12-ball balance scale weight puzzle from https://www.mathsisfun.com/pool_balls_solution.html.
1. Create 12 visually indistinguishable pool balls in a 2×6 starting rack (11 standard 150 g, 1 odd ball either 270 g or 30 g).
2. Build a functional two-pan Roberval balance scale at the center of the table with parallelogram equality constraints (`mjEQ_JOINT`) so the Left (Gold) and Right (Teal) pans stay horizontal, plus Red (Heavy) and Blue (Light) submission trays.
3. Track distinct settled weighings (`weighing_count`) and reward `1.00` for isolating the true odd ball in the correct Heavy/Light tray within

Gemini 4 Argon: Built to solve your hardest problems
Speeding up robotics developmentBy bringing together advanced visual-semantic reasoning, deep physical understanding, and autonomous code generation, Argon unlocks new workflows across the robotics stack and accelerates progress toward physical AGI. This leap in capability is reflected in Argon’s performance on the Embodied Reasoning (ERQA) benchmark, which tests a model’s ability to understand and solve physical, spatial problems in 3D environments. Relying on pure reasoning, Argon outperforms all other frontier models, with an 87% score.To demonstrate these capabilities in action, we tested Argon’s ability to learn an out-of-distribution physical skill simply by watching. In an internal test, Argon watched a raw video of a human playing cornhole, mapped the spatial coordinates of the environment, and calculated the required whole-body joint movements. It then autonomously built the simulation code. When transferred onto Apptronik’s Apollo humanoid, the robot quickly sank seven consecutive shots in a real-world trial.This “Video-to-Sim-to-Real” pipeline compresses weeks of manual simulation modeling into a few hours, transforming ordinary videos into a scalable, infinite training ground for robotics. Learn more about how this accelerates the pace of development in robotics in our developers blog.

OPEC+ warns soaring shipping, insurance costs impede oil flows
Disruptions to international energy flows have pushed shipping and insurance costs to unprecedented levels of more than one-third of commodity value, impeding the movement of crude oil and petroleum products and adding inflationary pressure, OPEC+ ministers said following an Oct. 12 meeting in Riyadh. The ministers met on the sidelines of the 17th International Energy Forum (IEF) ministerial meeting and the 25th WPC Energy Congress to review market conditions. They stressed the need to safeguard international maritime routes. Elevated transportation and insurance costs are being passed through the oil value chain, prolonging the financial burden on producing and consuming countries and weighing on global economic growth, they said. The statement, as reported, did not identify the routes or commodities behind the cost estimate or explain how it was calculated. Separately, Russian Deputy Prime Minister Alexander Novak said costs had risen five- to tenfold on some routes, citing vessel shortages, military risks, and the closure of the Strait of Hormuz. Ministers reaffirmed their commitment to decisions adopted at the June 7, 2026, OPEC and non-OPEC ministerial meeting. The group said consultations with all OPEC+ countries would continue through existing mechanisms, including the Joint Ministerial Monitoring Committee and ministerial meetings. Ministers also said they would monitor the situation and work with governments, industry stakeholders, and international organizations, including the IEF and International Energy Agency (IEA), to improve global shipping conditions.

Cisco, Nvidia push ultra-dense networking for Ethernet AI fabrics
“USFP will provide a path supporting both 200G and 400G SerDes based systems and ASICs, helping customers scale from today’s 1.6T fabrics,” Gartner and Eatherton wrote in a blog post. “With 16 lanes capable of operating at 400 Gb/s per lane, USFP will deliver 6.4T of aggregate capacity, four times the bandwidth density of today’s 1.6T pluggables,” they added. “The architecture can scale to 32 lanes, providing a path to 12.8T of aggregate capacity. It also creates an opportunity for approximately 1.3x greater power efficiency through the use of 400G SerDes technology, helping operators manage growing power and cooling demands,” Gartner and Eatherton wrote. “Our work has been guided by a shared goal: helping customers accelerate AI adoption while maintaining flexibility, openness, and choice,” Gartner and Eatherton wrote, referring to Cisco and Nvidia’s ongoing collaboration.

The Download: open model trade-offs and geothermal power’s promise
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. Open models have real benefits. Do they outweigh the risks? Anthropic recently released a report arguing that a powerful new model released by the Chinese company Z.ai, poses a major cyberattack risk. Its core concern was that it is freely available for anyone to download and modify. The warning was the latest flashpoint in a debate over whether frontier AI models should be open or kept behind the doors of frontier labs. Safety advocates warn that open models can be misused by bad actors, while supporters argue they could prevent a handful of companies from controlling this powerful technology. Here’s why the debate over open AI is more complicated than it seems.
—Grace Huckins This story is part of MIT Technology Review Explains, our series untangling the complex, messy world of technology to help you understand what’s coming next. Read more from the series here.
10 Climate Tech Companies to Watch: Fervo Energy and its plan to streamline geothermal power Fervo Energy is one of MIT Technology Review’s10 Climate Tech Companies to Watch 2026, available exclusively to subscribers. Fervo Energy wants to expand geothermal power beyond the handful of places where it has traditionally been practical. The company uses horizontal drilling and hydraulic fracturing to open pathways through underground rock, potentially making geothermal development possible in far more places. Now, Fervo is betting that AI’s power boom will help scale up enhanced geothermal energy. With a $2.2 billion public offering and an expanded agreement with Google, it plans to build larger plants and drive down costs. But can its approach work beyond Utah and Nevada? Read the full story to find out. —Eshan Raul Subscribers can now access the full 10 Climate Tech Companies to Watch, spanning everything from sustainable cement to shipping containers packed with old EV batteries. The must-reads I’ve combed the internet to find you today’s most fun/important/scary/fascinating stories about technology. 1 A cyberattack overheated fridges at hundreds of French supermarketsTemperatures rose to 120°F, spoiling food and sparking fires. (BBC)+ The attack has sparked alarm about cyber threats to food security. (FT $)+ It joins a recent wave of cyberattacks and cybercrimes. (CNBC)+ AI is exacerbating the threats. (MIT Technology Review)
2 Meta has launched a bunch of new AI modelsIt hopes the models, built for complex, multi-step tasks, will rival OpenAI’s and Anthropic’s.(BI)+ They scored well on tests of reasoning, writing, and coding. (NYT $)+ Mark Zuckerberg says they bring Meta to the “frontier” of AI. (FT $)+ And will soon power the Muse agent. (Verge) 3 Anthropic warns that AI models may soon self-replicate across devicesWithout even requiring access to data centers. (Reuters $)+ It says models could spread through smart TVs and appliances. (CNBC)+ We’re putting too much faith in AI saying no. (MIT Technology Review) 4 Police have a new AI tool that finds homes from interior photosIt can match single pictures to Airbnb and Zillow listings. (404 Media)+ Police-tech giant Flock is tightening its rules. (MIT Technology Review) 5 The world’s first utility-scale enhanced geothermal plant is onlineFervo Energy’s Utah facility will supply carbon-free electricity. (IEEE)+ AI is uncovering hidden geothermal resources. (MIT Technology Review) 6 Did drone strikes on Yandex data centres blitz Russian bots?Zelenskyy claims the attacks quietened Kremlin-funded social media accounts. (Euronews) + But troll farm experts aren’t convinced. (Verge) 7 NASA’s Perseverance rover has set a Mars driving recordIt’s covered 28 miles since landing in 2021. (Reuters $)+ The rover passed Opportunity after detouring to study ancient rocks. (NYT $) 8 Elon Musk has become the 2026 midterms’ biggest known donorHe gave $158 million to a Republican Senate super PAC. (AP News) 9 Anduril and Palantir founders have backed execution livestreamsPalmer Luckey and Joe Lonsdale support Pete Hegseth’s plan. (Mother Jones)
10 A spacecraft has traced how a mysterious solar switchback formedThe Solar Orbiter’s discovery could improve space weather forecasts. (Gizmodo) Quote of the day
“Many AI researchers have started smoking as a way of signaling to other researchers how much they believe in AI.” —Palantir CTO Shyam Sankar tells CBS News that Silicon Valley’s “social delusion” has convinced researchers to smoke because they expect AI to cure cancer. One more thing A brain implant changed her life. Then it was removed against her will. Sticking an electrode inside a person’s brain can do more than treat a disease. Take the case of Rita Leggett, an Australian woman whose experimental brain implant changed her sense of agency and self. She told researchers that she “became one” with her device. She was devastated when, two years later, she was told she had to remove the implant because the company that made it had gone bust.Her case highlights the need for a new category of legal protection: neuro rights. Explore how they could be protected. —Jessica Hamzelou 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.) + Astronomers have captured the clearest image yet of a medieval supernova.+ Watch centuries-old Chinese paper-cutting techniques create a spectacular work of art.+ Artist Josh Gluckstein creates astonishing animal sculptures from recycled cardboard, including this great white shark.+ An endangered sea turtle named Pancake has returned to the ocean for the first time in months after recovering from hypothermia.

AMD unveils Helion as agentic AI fuels demand for data center CPUs
AMD has introduced Helion, an open blueprint for data center racks that aims to give CPUs a larger role in running AI agents while allowing customers to configure GPU resources around their inference requirements. Based on Open Compute Project (OCP) specifications, the architecture supports different combinations of computing hardware. AMD cited examples including CPU-only racks for hyperscalers, powered by sixth-generation EPYC processors with up to 32,768 cores, and all-in-one enterprise racks accommodating up to 16 Instinct MI350P GPUs. AMD has listed networking bandwidth of up to 102 Tbps for Helion, although the company has not specified how that figure is calculated. The specification represents a planned rack capability rather than demonstrated performance in customer environments.

Gemini 4 Argon for Robotics
Gemini 4 Argon marks a step change in physical understanding, code generation, and visual-semantic reasoning—unlocking new workflows across the robotics stack and accelerating progress toward physical AGI.You can see this leap in capability on the Embodied Reasoning (ERQA) benchmark, which tests a model’s ability to understand and solve physical, spatial problems in 3D environments. Using pure reasoning, Argon scores 87%, outperforming every other frontier model.
As a general-purpose physical reasoning model, Argon can be applied across the entire robotics lifecycle. In this post, we share representative prompts for Argon across four key areas:Robot control → Mobile manipulation with MuJoCo practice, zero-shot robot control, and closed-loop steering of video world models.Real2Sim → Reconstructing physically calibrated simulation twins from robot camera feeds, egocentric human video, or hand-drawn paper sketches.Physical understanding → Agentic multimodal hindsight labeling including detailed understanding of dexterity, dense value functions and progress estimation.Research and self-improvement → Action improvement via simulation and iterative self-improvement on hardware.Unlocking robot control with Argon1. Spot mobile manipulation: Putting in the trash bin with MuJoCo practiceArgon controls a Boston Dynamics Spot® quadruped (12-DoF legs + 6-DoF arm) to learn a new skill: stepping on a foot-pedal trash bin to throw away soda cans. Argon creates an articulated MuJoCo digital twin of a foot-pedal trash bin to practice its moves before stepping on the physical pedal and dropping soda cans into the open bin.
Sorry, your browser doesn’t support playback for this video
Spot Mobile Manipulation — Real-to-Sim-to-Real foot-pedal trash bin disposal: Spot picking up the soda can, checking its wrist camera, practicing 3-leg tripod balance in MuJoCo, stepping on the foot pedal, verifying hand centering in the open bin, and dropping the can inside.
There’s a Diet Coke can behind you and another on the black table on your left.
Use the spot-mobile-manipulation skill to pick them up and trash them in the black foot-pedal bin.
Before stepping down on the pedal, verify in the front cameras that your front-right foot target is centered on the pedal, and use a 2-agent verification swarm (foot-verifier and hand-verifier) to verify both the foot-pedal step and the 3D hand-in-bin alignment before releasing.
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2. Zero-shot controlArgon controls a simple robotic arm to place a fallen mug upright and put the crumpled napkin inside. Argon reasons with a visual coordinate harness and action primitives to perform this task over several turns.
Sorry, your browser doesn’t support playback for this video
Left: 3rd-person real robot view; Right: calibrated wrist camera with projected 2 cm world coordinates and jaw-closing reticle.
[Attached: wrist_cam.png, obs.json]
Task: Get the robot arm to reorient the mug upright and put the napkin inside the mug.
## Execution Discipline
– Simply output 1 sentence observation followed immediately by your `curl` command (with `# Plan:` on Turn 1 and `# Thought:` on every turn). Everything needed is in `obs.json` and the calibrated reticle/grid drawn on `wrist_cam.png`.
## Visual Coordinate Reference (Annotated on wrist_cam.png)
– `+X` (UP in image): Away from robot base | `-X` (DOWN): Towards robot base
– `+Y` (LEFT in image): World left | `-Y` (RIGHT): World right
– `+Z`: Height above table | `Yellow numbers`: World (X, Y) in centimetres (2 cm grid at `grid_z`)
– `Cyan + crosshair`: Current 3D pinch center
– `Cyan [ + ] brackets`: Current jaw opening and closing line
– `Green line`: Current object long-axis orientation (`yaw_deg`: 0° = vertical along +X, 90° = horizontal along +Y)
– `pitch_deg = 90°`: Straight down (-Z) top-down grasp/place; `pitch_deg `grasp` – > `place` – > `done`
– Pre-Grasp Hover Verify (4–7 calls): `look_at` – > `goto(z=0.04)` (verify cyan `[ + ]` brackets straddle target) – > `grasp` – > `place_until_contact` – > `done`
– Fine Visual Servoing (8–20 calls): `look_at` – > `grasp` – > pre-pose `goto` – > closed-loop `move_by` / `move_until_contact` – > `done`
3. Send motion primitives (`POST /plan`) and verify visually after every turn in the updated `wrist_cam.png`. If `status == “grasp_failed”`, call `robot.look_at(…)` to re-observe and recover closed-loop.
## Code-as-Policies Primitives (`POST http://127.0.0.1:8081/plan`)
robot.look_at(x=0.35, y=0.13, z=0.14, grid_z=0.015)
x, y = robot.deproject(u=0.52, v=0.48, z_plane=0.015)
robot.grasp(x=x, y=y, z=0.015, yaw_deg=-35, pitch_deg=90)
robot.place(x=0.24, y=0.06, z=0.075)
robot.place_until_contact(x=0.24, y=0.06, z=0.015, max_lag=0.012, relief=0.002)
robot.goto(x=0.28, y=0.05, z=0.04, arc_z=0.14, pitch_deg=25, azimuth_deg=90, roll_deg=0, speed=0.10)
robot.move_by(forward=0.025, dz=-0.002, dpitch_deg=-3, droll_deg=5, speed=0.04)
robot.move_until_contact(dz=-0.06, speed=0.03, max_lag=0.012, relief=0.002)
robot.open_gripper() / robot.close_gripper() / robot.home() / robot.done()
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3. Omni controlArgon steers robots in the Gemini Omni World Model to rearrange five scattered Scrabble tiles (G, R, A, N, O) into a clean row spelling A – R – G – O – N. Instead of specifying one static prompt, Argon steers in a closed visual loop. It writes timestamped action prompts, inspecting intermediate rollout keyframes, and refining its prompts.
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Iterative Video World Model Steering Dexterous Hands: 33-Step Steered Video Rollout Spelling A-R-G-O-N.
Goal: {task_goal}
You are steering a video world model (Gemini Omni) in an iterative visual feedback loop. Inspect the attached frames from the latest rollout and write the next timestamped action prompt for the video world model:
– Break complex motions into one simple, single-direction action at a time.
– Keep inactive hands retracted and avoid blocking the camera’s view of objects in the workspace.
– Explicitly state which areas of the workspace become empty after an object moves.
– Use [MM:SS.mmm] timestamps for each action beat and wrap your output in tags.
Example format (sample timestamps only, not the full prompt):
[00:00.000] Character A’s left hand rests at the side while the right hand reaches toward the target object.
[00:02.500] Character A’s right fingertips push the object smoothly into the center of the table, leaving its starting area empty.
[00:05.000] Character A’s right hand opens and retracts to the side so all placed objects remain in clear view of the camera.
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Unlocking Real2Sim with Argon1. Robot view to simulationArgon views a real robot teleoperation episode and develops a digital twin; it obtains or creates simulation assets that look and behave like the real objects upon contact with the dexterous hands. Argon tunes the assets and scenes to match sim visuals and contact events with those in the real recorded data in an iterative visual-reasoning loop.
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Left (Real View): synchronized real robot camera feeds; Right (Simulated): 3D MuJoCo scene reconstructed and calibrated by Argon.
[Attached: robot_rollout_episode]
Build a MuJoCo scene of the robot and reconstructed task objects. When each episode is replayed frame by frame, by driving the robot joints toward the logged observation.state with joint-space PD.
Iterate using two verification objectives:
(1) Visual match: MuJoCo renders from the head_left, left_wrist, and right_wrist cameras line up with, and look like, those real observations.
(2) Physical match: the simulated contact force/torque on each Sharpa fingertip, in the sensor frame, matches the logged tactile_force in timing, magnitude and direction.
What you can tune happens before simulation starts:
(1) Static object assets: realistic geometry, collision shapes, mass, inertia, friction and joints, with appearance close to the real objects, plus the initial object poses at t = 0.
(2) Offline-planned robot commands, changed only in frames where the real fingertips are near an object. Each command must stay within 0.55 rad (arm joints) and 0.65 rad (hand joints) of the logged teleop trajectory. Everywhere else, replay the logged trajectory unchanged.
No sim cheating: task objects may move only through real MuJoCo contact with the robot hands and the environment (mj_step).
Not allowed after t = 0: changing MjModel parameters; applying external forces or torques to objects; welds or equality constraints; feedforward torques beyond joint-space PD; setting or rolling back object qpos/qvel; disabling or excluding collisions; reporting contact forces that don’t come from the MuJoCo solver (for example, copying the logged tactile readings).
Immediately present the reconstructed scene and rollout results as an interactive HTML session viewer with one page per episode, showing:
– At the bottom: A synced timeline (play, scrub, speed control) that drives every panel.
– On the left panel: An interactive 3D Blender scene showing the simulated robot and objects, showing contact points and force arrows as replay progresses.
– On the right panel: Real vs. sim camera views side by side for all 3 cameras. Real vs. sim finger force visualizations.
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2. Human view to simulationGiven an egocentric human video of a manipulation task, Argon identifies the task-relevant objects, replaces crude bounding boxes with compound convex-decomposed meshes for concave containers, and retargets the human hand trajectory onto a 76-DoF bimanual humanoid with 22-DoF five-fingered hands in MuJoCo contact physics.
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Human View to Simulation — Egocentric Human Video to Dexterous Humanoid Twin: Left shows the input egocentric human RGB video; Right shows the synchronized 500 Hz MuJoCo + Blender Cycles multi-view simulation rollout.
[Attached: egocentric_human_video.mp4, candidate_sim_views.png, hand_3d_keypoints.json]
You are building a physically solvable 500 Hz MuJoCo manipulation environment (`scene.xml`) and studio Blender render that faithfully reproduces the tabletop task shown in `egocentric_human_video.mp4` on a bimanual humanoid robot with 22-DoF dexterous five-fingered hands:
1. Scene Reconstruction & Camera Calibration:
– Identify only the manipulation-relevant objects (the grasped target object and the receiving container or landmark) and triangulate their 3D tabletop coordinates from the egocentric camera intrinsics/extrinsics.
– Replace crude bounding boxes with compound convex-decomposed 3D meshes so concave containers (nested bowls, recessed wooden trays, open bins) support physical interior placement.
2. 500 Hz Dexterous Motion-Fitting Stress Test:
– Retarget the 3D human wrist and finger keypoints to the humanoid’s 7-DoF arm and 22-DoF hand joints, and step the trajectory in MuJoCo at 500 Hz (dt = 0.002s) with zero kinematic weld constraints.
– Verify opposing thumb-and-finger force closure, clean object lift ( > 2 cm), and stable final placement inside or beside the target landmark.
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3. Sketch to simulationWith Argon, a developer can snap a photo of a rough pen-and-paper sketch—showing an Apollo 2 humanoid throwing a ball along a parabolic arc to topple a 3-2-1 stack of boxes on a table—and have Argon automatically construct the GPU-accelerated mujoco_warp scene, synthesize a balanced 76-DoF whole-body and five-finger throw trajectory, verify 6/6 target knockdown in closed-loop physics, and export a Blender 4.5 Cycles render.
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Sketch to Simulation — Hand-Drawn Sketch to Dexterous Humanoid Trajectory & Cycles Render.
[Attached: hand_drawn_throw_sketch.jpg]
Translate this hand-drawn sketch into a physically verified humanoid simulation in `mujoco_warp` and a raytraced Blender Cycles video:
1. Scene & Kinematic Setup from Sketch:
– Parse the spatial layout from `hand_drawn_throw_sketch.jpg`: place the 76-DoF humanoid (32-DoF body equipped with two 22-DoF five-finger dexterous hands) at the origin facing a table holding a 3-2-1 pyramid of 6 rigid target boxes, with a projectile sphere grasped in the right five-finger hand.
2. Whole-Body Balance & Dexterous Throw Synthesis:
– Synthesize a 50 Hz whole-body throwing trajectory (140 steps, 2.80 s) across four phases: (1) stable stance & 5-finger power grasp closure, (2) torso/shoulder wind-up with ankle-hip Center-of-Mass compensation, (3) forward whipping acceleration, and (4) synchronized 22-DoF five-finger opening at peak hand velocity so the ball launches on a ballistic arc into the pyramid’s second-tier center of mass.
– Verify in `mujoco_warp` contact physics that the humanoid maintains upright balance (< 3 cm pelvis drift) and knocks down all 6 target boxes.
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Unlocking physical understanding with Argon1. Hindsight labeling and data qualityArgon has precise physical understanding of dexterous manipulation and can provide detailed segmentation and text labeling from video. Argon is able to identify poor manipulation segments such as pauses, unstable grasps and fumbles. Given an overhead video of a bimanual ALOHA 2 robot folding a square sheet of paper into an origami fox over 136 seconds, Argon produces a time-aligned 4-level hindsight annotation hierarchy: Episode Goal (G1), 6 contiguous Semantic Subtasks (G2), 17 contact-level Atomic Primitives (G3), and automated Quality Control (QC) reweighting that holds task progress flat during fumbles and retries.
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Argon Multi-Granularity Hindsight & Telemetry HUD.
[Attached: Aloha2_Origami_20250309.mp4]
Produce a time-aligned multi-granularity hindsight annotation JSON with four levels:
1. G1_episode_instruction: Concise imperative sentence describing the overall manipulation goal.
2. G2_subtasks: Contiguous semantic subtask phases specifying which arm(s) anchor vs. fold/rotate the object.
3. G3_atomic_primitives: Fine-grained contact-level primitives (3–15s) aligned with grasp closure, crease sweeps, release, or retry attempts.
4. quality_control_and_reweighting: Hold task_progress_pct flat during non-progressing slip/delamination retry loops and downweight them (0.15x–0.25x) for Behavior Cloning.
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2. Find the odd ballTo recreate the classic 12-ball balance scale puzzle with robots, Argon builds a bimanual Franka FR3 MuJoCo environment with 12 visually identical pool balls (one secretly heavier or lighter) and an articulated Roberval two-pan balance scale. It then writes a vision-only closed-loop solver that triangulates the balls from stereo RGB cameras, visually reads the scale tilt after each weighing, and isolates the odd ball into the Heavy (Red) or Light (Blue) tray within 3 weighings.
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Find the Odd Ball (Vision-Only Closed-Loop Solver): Dual-arm Franka FR3 weighing candidate balls on the Gold/Teal pans, reading stereo scale tilt , and isolating the confirmed Heavy odd ball into the Red tray in 3 weighings.
# Prompt 1 — Physics-Accurate MuJoCo Environment & Benchmark Generation
Make a MuJoCo environment where a dual-arm robot (two 7-DoF Franka FR3 arms with parallel-jaw grippers on a shared tabletop) is tasked to solve the classic 12-ball balance scale weight puzzle from https://www.mathsisfun.com/pool_balls_solution.html.
1. Create 12 visually indistinguishable pool balls in a 2×6 starting rack (11 standard 150 g, 1 odd ball either 270 g or 30 g).
2. Build a functional two-pan Roberval balance scale at the center of the table with parallelogram equality constraints (`mjEQ_JOINT`) so the Left (Gold) and Right (Teal) pans stay horizontal, plus Red (Heavy) and Blue (Light) submission trays.
3. Track distinct settled weighings (`weighing_count`) and reward `1.00` for isolating the true odd ball in the correct Heavy/Light tray within

Gemini 4 Argon: Built to solve your hardest problems
Speeding up robotics developmentBy bringing together advanced visual-semantic reasoning, deep physical understanding, and autonomous code generation, Argon unlocks new workflows across the robotics stack and accelerates progress toward physical AGI. This leap in capability is reflected in Argon’s performance on the Embodied Reasoning (ERQA) benchmark, which tests a model’s ability to understand and solve physical, spatial problems in 3D environments. Relying on pure reasoning, Argon outperforms all other frontier models, with an 87% score.To demonstrate these capabilities in action, we tested Argon’s ability to learn an out-of-distribution physical skill simply by watching. In an internal test, Argon watched a raw video of a human playing cornhole, mapped the spatial coordinates of the environment, and calculated the required whole-body joint movements. It then autonomously built the simulation code. When transferred onto Apptronik’s Apollo humanoid, the robot quickly sank seven consecutive shots in a real-world trial.This “Video-to-Sim-to-Real” pipeline compresses weeks of manual simulation modeling into a few hours, transforming ordinary videos into a scalable, infinite training ground for robotics. Learn more about how this accelerates the pace of development in robotics in our developers blog.

OPEC+ warns soaring shipping, insurance costs impede oil flows
Disruptions to international energy flows have pushed shipping and insurance costs to unprecedented levels of more than one-third of commodity value, impeding the movement of crude oil and petroleum products and adding inflationary pressure, OPEC+ ministers said following an Oct. 12 meeting in Riyadh. The ministers met on the sidelines of the 17th International Energy Forum (IEF) ministerial meeting and the 25th WPC Energy Congress to review market conditions. They stressed the need to safeguard international maritime routes. Elevated transportation and insurance costs are being passed through the oil value chain, prolonging the financial burden on producing and consuming countries and weighing on global economic growth, they said. The statement, as reported, did not identify the routes or commodities behind the cost estimate or explain how it was calculated. Separately, Russian Deputy Prime Minister Alexander Novak said costs had risen five- to tenfold on some routes, citing vessel shortages, military risks, and the closure of the Strait of Hormuz. Ministers reaffirmed their commitment to decisions adopted at the June 7, 2026, OPEC and non-OPEC ministerial meeting. The group said consultations with all OPEC+ countries would continue through existing mechanisms, including the Joint Ministerial Monitoring Committee and ministerial meetings. Ministers also said they would monitor the situation and work with governments, industry stakeholders, and international organizations, including the IEF and International Energy Agency (IEA), to improve global shipping conditions.

Cisco, Nvidia push ultra-dense networking for Ethernet AI fabrics
“USFP will provide a path supporting both 200G and 400G SerDes based systems and ASICs, helping customers scale from today’s 1.6T fabrics,” Gartner and Eatherton wrote in a blog post. “With 16 lanes capable of operating at 400 Gb/s per lane, USFP will deliver 6.4T of aggregate capacity, four times the bandwidth density of today’s 1.6T pluggables,” they added. “The architecture can scale to 32 lanes, providing a path to 12.8T of aggregate capacity. It also creates an opportunity for approximately 1.3x greater power efficiency through the use of 400G SerDes technology, helping operators manage growing power and cooling demands,” Gartner and Eatherton wrote. “Our work has been guided by a shared goal: helping customers accelerate AI adoption while maintaining flexibility, openness, and choice,” Gartner and Eatherton wrote, referring to Cisco and Nvidia’s ongoing collaboration.

The Download: open model trade-offs and geothermal power’s promise
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. Open models have real benefits. Do they outweigh the risks? Anthropic recently released a report arguing that a powerful new model released by the Chinese company Z.ai, poses a major cyberattack risk. Its core concern was that it is freely available for anyone to download and modify. The warning was the latest flashpoint in a debate over whether frontier AI models should be open or kept behind the doors of frontier labs. Safety advocates warn that open models can be misused by bad actors, while supporters argue they could prevent a handful of companies from controlling this powerful technology. Here’s why the debate over open AI is more complicated than it seems.
—Grace Huckins This story is part of MIT Technology Review Explains, our series untangling the complex, messy world of technology to help you understand what’s coming next. Read more from the series here.
10 Climate Tech Companies to Watch: Fervo Energy and its plan to streamline geothermal power Fervo Energy is one of MIT Technology Review’s10 Climate Tech Companies to Watch 2026, available exclusively to subscribers. Fervo Energy wants to expand geothermal power beyond the handful of places where it has traditionally been practical. The company uses horizontal drilling and hydraulic fracturing to open pathways through underground rock, potentially making geothermal development possible in far more places. Now, Fervo is betting that AI’s power boom will help scale up enhanced geothermal energy. With a $2.2 billion public offering and an expanded agreement with Google, it plans to build larger plants and drive down costs. But can its approach work beyond Utah and Nevada? Read the full story to find out. —Eshan Raul Subscribers can now access the full 10 Climate Tech Companies to Watch, spanning everything from sustainable cement to shipping containers packed with old EV batteries. The must-reads I’ve combed the internet to find you today’s most fun/important/scary/fascinating stories about technology. 1 A cyberattack overheated fridges at hundreds of French supermarketsTemperatures rose to 120°F, spoiling food and sparking fires. (BBC)+ The attack has sparked alarm about cyber threats to food security. (FT $)+ It joins a recent wave of cyberattacks and cybercrimes. (CNBC)+ AI is exacerbating the threats. (MIT Technology Review)
2 Meta has launched a bunch of new AI modelsIt hopes the models, built for complex, multi-step tasks, will rival OpenAI’s and Anthropic’s.(BI)+ They scored well on tests of reasoning, writing, and coding. (NYT $)+ Mark Zuckerberg says they bring Meta to the “frontier” of AI. (FT $)+ And will soon power the Muse agent. (Verge) 3 Anthropic warns that AI models may soon self-replicate across devicesWithout even requiring access to data centers. (Reuters $)+ It says models could spread through smart TVs and appliances. (CNBC)+ We’re putting too much faith in AI saying no. (MIT Technology Review) 4 Police have a new AI tool that finds homes from interior photosIt can match single pictures to Airbnb and Zillow listings. (404 Media)+ Police-tech giant Flock is tightening its rules. (MIT Technology Review) 5 The world’s first utility-scale enhanced geothermal plant is onlineFervo Energy’s Utah facility will supply carbon-free electricity. (IEEE)+ AI is uncovering hidden geothermal resources. (MIT Technology Review) 6 Did drone strikes on Yandex data centres blitz Russian bots?Zelenskyy claims the attacks quietened Kremlin-funded social media accounts. (Euronews) + But troll farm experts aren’t convinced. (Verge) 7 NASA’s Perseverance rover has set a Mars driving recordIt’s covered 28 miles since landing in 2021. (Reuters $)+ The rover passed Opportunity after detouring to study ancient rocks. (NYT $) 8 Elon Musk has become the 2026 midterms’ biggest known donorHe gave $158 million to a Republican Senate super PAC. (AP News) 9 Anduril and Palantir founders have backed execution livestreamsPalmer Luckey and Joe Lonsdale support Pete Hegseth’s plan. (Mother Jones)
10 A spacecraft has traced how a mysterious solar switchback formedThe Solar Orbiter’s discovery could improve space weather forecasts. (Gizmodo) Quote of the day
“Many AI researchers have started smoking as a way of signaling to other researchers how much they believe in AI.” —Palantir CTO Shyam Sankar tells CBS News that Silicon Valley’s “social delusion” has convinced researchers to smoke because they expect AI to cure cancer. One more thing A brain implant changed her life. Then it was removed against her will. Sticking an electrode inside a person’s brain can do more than treat a disease. Take the case of Rita Leggett, an Australian woman whose experimental brain implant changed her sense of agency and self. She told researchers that she “became one” with her device. She was devastated when, two years later, she was told she had to remove the implant because the company that made it had gone bust.Her case highlights the need for a new category of legal protection: neuro rights. Explore how they could be protected. —Jessica Hamzelou 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.) + Astronomers have captured the clearest image yet of a medieval supernova.+ Watch centuries-old Chinese paper-cutting techniques create a spectacular work of art.+ Artist Josh Gluckstein creates astonishing animal sculptures from recycled cardboard, including this great white shark.+ An endangered sea turtle named Pancake has returned to the ocean for the first time in months after recovering from hypothermia.

AMD unveils Helion as agentic AI fuels demand for data center CPUs
AMD has introduced Helion, an open blueprint for data center racks that aims to give CPUs a larger role in running AI agents while allowing customers to configure GPU resources around their inference requirements. Based on Open Compute Project (OCP) specifications, the architecture supports different combinations of computing hardware. AMD cited examples including CPU-only racks for hyperscalers, powered by sixth-generation EPYC processors with up to 32,768 cores, and all-in-one enterprise racks accommodating up to 16 Instinct MI350P GPUs. AMD has listed networking bandwidth of up to 102 Tbps for Helion, although the company has not specified how that figure is calculated. The specification represents a planned rack capability rather than demonstrated performance in customer environments.

Crescent Energy to acquire Eagle Ford assets from Devon for $4.2 billion
The acquisition continues a rapid buildout of Crescent’s Eagle Ford position, where the company has completed nine acquisitions since June 2023. Following closing, Crescent expects total production of about 400,000 boe/d, including roughly 170,000 b/d of oil. Management said the value proposition centers on operational improvements rather than a material increase in activity levels. Operations upside Asked whether Crescent planned to maintain Devon’s current 2-3-rig development program, Rockecharlie said the company expects to keep activity at roughly the same pace. By folding the assets into the company, he said, “we see significant capital allocation flexibility,” he said. “We think we’re going to deliver effectively the same production with less capital, just more capital efficiency, which is greater free cash flow for investors.” Crescent expects to realize about $140 million in annual synergies, fully captured by the end of 2027, across drilling and completions, lease operating expenses, and marketing. Management said most of those gains are expected to come from drilling and completion efficiencies, including longer laterals and improved surface designs. “Across our five most recent acquisitions, we’ve increased average lateral length by more than 25% versus previous operators, driving a step change in cost structure, increasing returns, and lowering breakevens,” Rynd said. “Most of this is pretty simple and pretty straightforward… increasing lateral lengths and taking advantage of scale,” said chief operating officer Joey Hall. Calling the acreage a familiar operating area, Hall added: “This is our backyard. We understand these assets. We’ve had line of sight into them for over 10 years.” Hall expanded on the opportunity presented. “Going from an average of 6,500 ft to 11,500 ft, that’s a step change in cost structure. We’ve been doing this across our acreage, so we’re confident we can execute on it and [we’re] looking forward to hitting that target.” Rockecharlie

Oil jumps 5% as Hormuz tanker attacks escalate, US Gulf hurricane shuts in production
Oil prices surged about 5% on Thursday, Oct. 8, as renewed attacks on commercial vessels in the Middle East and hurricane-related production shutdowns in the US Gulf of Mexico raised concerns about near-term crude supply. Oil prices rose sharply in early Thursday trading, with Brent crude climbing 5% to above $105/bbl and US West Texas Intermediate (WTI) also posting strong gains. Both benchmarks later eased a bit from their session highs. The advance reflected growing supply risks in two major producing regions. In the Middle East, renewed attacks on commercial vessels have disrupted a recovery in tanker traffic through the Strait of Hormuz. Meanwhile, offshore operators in the US Gulf of Mexico have shut in production and evacuated personnel ahead of Hurricane Isaias. Shipping disruptions intensify Security conditions in the Persian Gulf have deteriorated in recent days, with attacks reported near Qatar, Oman, and the Strait of Hormuz, renewing concerns about the reliability of the shipping corridor. According to the Financial Times, oil flows through the strait had recovered to nearly 90% of prewar levels in late September before declining again as attacks intensified. Transit volumes subsequently fell to about 11 million b/d, with flows estimated at roughly 4 million b/d on Tuesday, Oct. 6. The renewed disruptions threaten to reverse recent improvements in regional crude exports and prolong uncertainty over Middle Eastern oil supplies. Uncertainty surrounding the US-Iran conflict has added to market concerns. Axios reported that the Pentagon had ordered preparations for potential large-scale military operations against Iran. However, President Donald Trump said Thursday that the US would not resume military strikes against Iran before the Nov. 3 midterm elections, as diplomatic discussions continued. US Gulf production curtailed ahead of hurricane In the US, offshore producers have curtailed operations as Hurricane Isaias approaches the northern Gulf Coast. According

LNG market tightens into winter as Europe pulls US cargoes, China reopens contract talks
Global LNG markets are entering winter with limited supply cushion, even as a growing carrier fleet and shorter Atlantic voyages keep shipping rates subdued. Meanwhile China is showing signs of returning to long-term US contracting. New liquefaction capacity and higher utilization outside Qatar and the UAE have offset about 60% of Middle East LNG supply losses since March, according to a recent analysis from Morgan Stanley. Weaker demand outside Europe and European storage withdrawals have helped offset the remaining supply loss, but left inventories unusually low heading into winter. EU storage was about 70% full in late September, compared with 82% a year earlier and a 10-year average of 87%. Morgan Stanley raised its fourth-quarter JKM forecast to $27.50/MMbtu from $25/MMbtu, citing a slower Qatari restart and continued winter upside risk. Europe is drawing more flexible US supply. About 57% of US LNG exports were headed to Europe in September, up from 53% in August, while US feedgas rose about 6% month over month as Freeport recovered from an outage. Strong European demand is supporting vessel demand, but shorter US-Europe voyages and rapid fleet growth are more than offsetting that pressure. Atlantic spot rates for modern two-stroke LNG carriers stood at about $25,750/day on Oct. 6, while Pacific rates were about $39,000/day, according to Spark Commodities data. About 55 new LNG carriers were delivered in the first 7 months of 2026, with more expected by yearend. Morgan Stanley similarly noted that Asia LNG carrier rates had fallen about 80% from early-March highs and returned near pre-conflict levels, although route costs remain above levels immediately before the conflict. Meantime, the investment bank expects more than 30 million tpy of non-Middle East capacity to start by end-2027, before additional volumes from Qatar’s North Field expansion. China contracting returns China is adding another

EIA: US crude oil inventories down 3.2 million bbl
US crude oil inventories for the week ended Oct. 2, excluding the Strategic Petroleum Reserve, decreased by 3.2 million bbl from the previous week, according to data from the US Energy Information Administration (EIA). At 424.1 million bbl, US crude oil inventories are 1% above the 5-year average for this time of year, the EIA report indicated. Gasoline inventories increased 0.4 million bbl, 6% below the 5-year average. Propane-propylene inventories decreased 1.8 million bbl, 18% above the 5-year average. Total commercial petroleum inventories decreased by 6.9 million bbl for the week. Distillate inventories remained unchanged, 12% below the 5-year average. US crude oil refinery inputs averaged 16.5 million b/d for the week ended Oct. 2, which was 223,000 b/d more than the previous week’s average. Refineries operated at 92.7% of capacity. Gasoline output averaged 9.3 million b/d, and distillate production increased to 5.3 million b/d. Crude oil imports increased 1.1 million b/d to 6.8 million b/d. The 4-week average of 6.4 million b/d is 4.3% above the year-ago level. Gasoline imports averaged 512,000 b/d; distillate imports averaged 118,000 b/d. Over the past four weeks, total product supplied averaged 21.1 million b/d, up 0.7% year over year. The 4-week average for gasoline product supplied dereased 0.3% year over year to 8.8 million b/d, while the 4-week average for distillate product supplied decreased 1.6% to 3.8 million b/d. The 4-week average for jet fuel product supplied increased 6.0% year over year.

Chevron restructures Bakken midstream agreements, transfers Hess Midstream stake
The restructuring follows Chevron’s acquisition of Hess Corp. in July 2025. Chevron inherited Hess Corp.’s 37.8% interest in Hess Midstream, which provides midstream services to Chevron’s Bakken operations. Hess Midstream subsequently adjusted its outlook after Chevron reduced its Bakken drilling program to 3 rigs from 4 in late 2025. The lower activity led Hess Midstream to suspend its planned Capa gas plant project and lower its throughput and capital-spending expectations. Chevron is now expected to reduce its Bakken drilling program to 2 rigs in December, with Hess Midstream’s minimum revenue commitments for 2027-29 based on the 2-rig program, Hess noted. Bakken agreements Hess Midstream and Chevron will reduce the tariff rates Chevron pays for crude oil and natural gas gathering and processing services in the Bakken for 2027-33 and extend the agreements through 2045. Bakken agreements currently structured on a cost-of-service basis will convert to fixed-fee arrangements with inflation escalators. The revised agreements will include a minimum revenue commitment equal to 80% of Hess Midstream’s expected Bakken revenues attributable to Chevron through 2033. The minimum revenue commitment will be established 3 years in advance and, once established for a given year, can only increase based on updated annual development plans provided by Chevron. Minimum commitments for 2027-29 have been established on the basis of a 2-rig program, Hess Midstream said in a separate release. Hess Midstream said the revised commercial arrangements are expected to support Chevron’s investment in the Bakken. Chevron expects to sustain Bakken production through continued technology deployment and operational improvements drawn from its global shale and tight-oil portfolio. Hess Midstream expects Bakken throughput volumes to decline about 5% in 2027 as a result of reduced Chevron activity and then generally plateau beginning in 2028. DJ Basin assets Hess Midstream will acquire Chevron’s crude oil and natural gas

DNV: Energy-importing countries scaling clean energy 3x faster than exporters
OGJ: Energy security is becoming a major driver of the energy transition. The DNV outlook found that energy-importing countries are scaling clean energy three times faster than energy-exporting countries. From the perspective of an oil and gas operator, what is the most important implication of that divergence? Alvik: I think it’s important to realize that the customers of the oil and gas business are, longer term, trying to avoid being dependent on that commodity. If you’re exporting oil like the US or Norway or Canada or Brazil or Saudi, your key strategy is to meet the shortfall of Middle East oil and gas as much as possible. But for the importer, both the vulnerability of the supply chains and the price hikes, as well as the attacks on the infrastructure, are demonstrating how vulnerable you are when you are importing any sort of critical commodity to your country, like energy is. And on top of that, you have the industry. If you have a large renewable industry, you would like that to grow. China is the best example. If you have a large oil and gas industry, you would like [that] to grow. The US is a major example of that. So, there are diverging interests leading to diverging results between importers and exporters, and this is clearer than ever. OGJ: Definitely. The Strait of Hormuz is a big part of what’s put energy security back at the center of the conversation. Do you think the current disruption represents a temporary shock to energy markets, or could it fundamentally change how governments and companies think about their exposure to imported oil and gas? Alvik: I think it could fundamentally change. The same way as the Russian attack on Ukraine dramatically changed how Germany, or Poland, or other countries were looking

AI means the end of internet search as we’ve known it
We all know what it means, colloquially, to google something. You pop a few relevant words in a search box and in return get a list of blue links to the most relevant results. Maybe some quick explanations up top. Maybe some maps or sports scores or a video. But fundamentally, it’s just fetching information that’s already out there on the internet and showing it to you, in some sort of structured way. But all that is up for grabs. We are at a new inflection point. The biggest change to the way search engines have delivered information to us since the 1990s is happening right now. No more keyword searching. No more sorting through links to click. Instead, we’re entering an era of conversational search. Which means instead of keywords, you use real questions, expressed in natural language. And instead of links, you’ll increasingly be met with answers, written by generative AI and based on live information from all across the internet, delivered the same way. Of course, Google—the company that has defined search for the past 25 years—is trying to be out front on this. In May of 2023, it began testing AI-generated responses to search queries, using its large language model (LLM) to deliver the kinds of answers you might expect from an expert source or trusted friend. It calls these AI Overviews. Google CEO Sundar Pichai described this to MIT Technology Review as “one of the most positive changes we’ve done to search in a long, long time.”
AI Overviews fundamentally change the kinds of queries Google can address. You can now ask it things like “I’m going to Japan for one week next month. I’ll be staying in Tokyo but would like to take some day trips. Are there any festivals happening nearby? How will the surfing be in Kamakura? Are there any good bands playing?” And you’ll get an answer—not just a link to Reddit, but a built-out answer with current results. More to the point, you can attempt searches that were once pretty much impossible, and get the right answer. You don’t have to be able to articulate what, precisely, you are looking for. You can describe what the bird in your yard looks like, or what the issue seems to be with your refrigerator, or that weird noise your car is making, and get an almost human explanation put together from sources previously siloed across the internet. It’s amazing, and once you start searching that way, it’s addictive.
And it’s not just Google. OpenAI’s ChatGPT now has access to the web, making it far better at finding up-to-date answers to your queries. Microsoft released generative search results for Bing in September. Meta has its own version. The startup Perplexity was doing the same, but with a “move fast, break things” ethos. Literal trillions of dollars are at stake in the outcome as these players jockey to become the next go-to source for information retrieval—the next Google. Not everyone is excited for the change. Publishers are completely freaked out. The shift has heightened fears of a “zero-click” future, where search referral traffic—a mainstay of the web since before Google existed—vanishes from the scene. I got a vision of that future last June, when I got a push alert from the Perplexity app on my phone. Perplexity is a startup trying to reinvent web search. But in addition to delivering deep answers to queries, it will create entire articles about the news of the day, cobbled together by AI from different sources. On that day, it pushed me a story about a new drone company from Eric Schmidt. I recognized the story. Forbes had reported it exclusively, earlier in the week, but it had been locked behind a paywall. The image on Perplexity’s story looked identical to one from Forbes. The language and structure were quite similar. It was effectively the same story, but freely available to anyone on the internet. I texted a friend who had edited the original story to ask if Forbes had a deal with the startup to republish its content. But there was no deal. He was shocked and furious and, well, perplexed. He wasn’t alone. Forbes, the New York Times, and Condé Nast have now all sent the company cease-and-desist orders. News Corp is suing for damages. People are worried about what these new LLM-powered results will mean for our fundamental shared reality. It could spell the end of the canonical answer. It was precisely the nightmare scenario publishers have been so afraid of: The AI was hoovering up their premium content, repackaging it, and promoting it to its audience in a way that didn’t really leave any reason to click through to the original. In fact, on Perplexity’s About page, the first reason it lists to choose the search engine is “Skip the links.” But this isn’t just about publishers (or my own self-interest). People are also worried about what these new LLM-powered results will mean for our fundamental shared reality. Language models have a tendency to make stuff up—they can hallucinate nonsense. Moreover, generative AI can serve up an entirely new answer to the same question every time, or provide different answers to different people on the basis of what it knows about them. It could spell the end of the canonical answer. But make no mistake: This is the future of search. Try it for a bit yourself, and you’ll see.
Sure, we will always want to use search engines to navigate the web and to discover new and interesting sources of information. But the links out are taking a back seat. The way AI can put together a well-reasoned answer to just about any kind of question, drawing on real-time data from across the web, just offers a better experience. That is especially true compared with what web search has become in recent years. If it’s not exactly broken (data shows more people are searching with Google more often than ever before), it’s at the very least increasingly cluttered and daunting to navigate. Who wants to have to speak the language of search engines to find what you need? Who wants to navigate links when you can have straight answers? And maybe: Who wants to have to learn when you can just know? In the beginning there was Archie. It was the first real internet search engine, and it crawled files previously hidden in the darkness of remote servers. It didn’t tell you what was in those files—just their names. It didn’t preview images; it didn’t have a hierarchy of results, or even much of an interface. But it was a start. And it was pretty good. Then Tim Berners-Lee created the World Wide Web, and all manner of web pages sprang forth. The Mosaic home page and the Internet Movie Database and Geocities and the Hampster Dance and web rings and Salon and eBay and CNN and federal government sites and some guy’s home page in Turkey. Until finally, there was too much web to even know where to start. We really needed a better way to navigate our way around, to actually find the things we needed. And so in 1994 Jerry Yang created Yahoo, a hierarchical directory of websites. It quickly became the home page for millions of people. And it was … well, it was okay. TBH, and with the benefit of hindsight, I think we all thought it was much better back then than it actually was. But the web continued to grow and sprawl and expand, every day bringing more information online. Rather than just a list of sites by category, we needed something that actually looked at all that content and indexed it. By the late ’90s that meant choosing from a variety of search engines: AltaVista and AlltheWeb and WebCrawler and HotBot. And they were good—a huge improvement. At least at first. But alongside the rise of search engines came the first attempts to exploit their ability to deliver traffic. Precious, valuable traffic, which web publishers rely on to sell ads and retailers use to get eyeballs on their goods. Sometimes this meant stuffing pages with keywords or nonsense text designed purely to push pages higher up in search results. It got pretty bad.
And then came Google. It’s hard to overstate how revolutionary Google was when it launched in 1998. Rather than just scanning the content, it also looked at the sources linking to a website, which helped evaluate its relevance. To oversimplify: The more something was cited elsewhere, the more reliable Google considered it, and the higher it would appear in results. This breakthrough made Google radically better at retrieving relevant results than anything that had come before. It was amazing. Google CEO Sundar Pichai describes AI Overviews as “one of the most positive changes we’ve done to search in a long, long time.”JENS GYARMATY/LAIF/REDUX For 25 years, Google dominated search. Google was search, for most people. (The extent of that domination is currently the subject of multiple legal probes in the United States and the European Union.)
But Google has long been moving away from simply serving up a series of blue links, notes Pandu Nayak, Google’s chief scientist for search. “It’s not just so-called web results, but there are images and videos, and special things for news. There have been direct answers, dictionary answers, sports, answers that come with Knowledge Graph, things like featured snippets,” he says, rattling off a litany of Google’s steps over the years to answer questions more directly. It’s true: Google has evolved over time, becoming more and more of an answer portal. It has added tools that allow people to just get an answer—the live score to a game, the hours a café is open, or a snippet from the FDA’s website—rather than being pointed to a website where the answer may be. But once you’ve used AI Overviews a bit, you realize they are different. Take featured snippets, the passages Google sometimes chooses to highlight and show atop the results themselves. Those words are quoted directly from an original source. The same is true of knowledge panels, which are generated from information stored in a range of public databases and Google’s Knowledge Graph, its database of trillions of facts about the world. While these can be inaccurate, the information source is knowable (and fixable). It’s in a database. You can look it up. Not anymore: AI Overviews can be entirely new every time, generated on the fly by a language model’s predictive text combined with an index of the web.
“I think it’s an exciting moment where we have obviously indexed the world. We built deep understanding on top of it with Knowledge Graph. We’ve been using LLMs and generative AI to improve our understanding of all that,” Pichai told MIT Technology Review. “But now we are able to generate and compose with that.” The result feels less like a querying a database than like asking a very smart, well-read friend. (With the caveat that the friend will sometimes make things up if she does not know the answer.) “[The company’s] mission is organizing the world’s information,” Liz Reid, Google’s head of search, tells me from its headquarters in Mountain View, California. “But actually, for a while what we did was organize web pages. Which is not really the same thing as organizing the world’s information or making it truly useful and accessible to you.” That second concept—accessibility—is what Google is really keying in on with AI Overviews. It’s a sentiment I hear echoed repeatedly while talking to Google execs: They can address more complicated types of queries more efficiently by bringing in a language model to help supply the answers. And they can do it in natural language.
That will become even more important for a future where search goes beyond text queries. For example, Google Lens, which lets people take a picture or upload an image to find out more about something, uses AI-generated answers to tell you what you may be looking at. Google has even showed off the ability to query live video. When it doesn’t have an answer, an AI model can confidently spew back a response anyway. For Google, this could be a real problem. For the rest of us, it could actually be dangerous. “We are definitely at the start of a journey where people are going to be able to ask, and get answered, much more complex questions than where we’ve been in the past decade,” says Pichai. There are some real hazards here. First and foremost: Large language models will lie to you. They hallucinate. They get shit wrong. When it doesn’t have an answer, an AI model can blithely and confidently spew back a response anyway. For Google, which has built its reputation over the past 20 years on reliability, this could be a real problem. For the rest of us, it could actually be dangerous. In May 2024, AI Overviews were rolled out to everyone in the US. Things didn’t go well. Google, long the world’s reference desk, told people to eat rocks and to put glue on their pizza. These answers were mostly in response to what the company calls adversarial queries—those designed to trip it up. But still. It didn’t look good. The company quickly went to work fixing the problems—for example, by deprecating so-called user-generated content from sites like Reddit, where some of the weirder answers had come from. Yet while its errors telling people to eat rocks got all the attention, the more pernicious danger might arise when it gets something less obviously wrong. For example, in doing research for this article, I asked Google when MIT Technology Review went online. It helpfully responded that “MIT Technology Review launched its online presence in late 2022.” This was clearly wrong to me, but for someone completely unfamiliar with the publication, would the error leap out? I came across several examples like this, both in Google and in OpenAI’s ChatGPT search. Stuff that’s just far enough off the mark not to be immediately seen as wrong. Google is banking that it can continue to improve these results over time by relying on what it knows about quality sources. “When we produce AI Overviews,” says Nayak, “we look for corroborating information from the search results, and the search results themselves are designed to be from these reliable sources whenever possible. These are some of the mechanisms we have in place that assure that if you just consume the AI Overview, and you don’t want to look further … we hope that you will still get a reliable, trustworthy answer.” In the case above, the 2022 answer seemingly came from a reliable source—a story about MIT Technology Review’s email newsletters, which launched in 2022. But the machine fundamentally misunderstood. This is one of the reasons Google uses human beings—raters—to evaluate the results it delivers for accuracy. Ratings don’t correct or control individual AI Overviews; rather, they help train the model to build better answers. But human raters can be fallible. Google is working on that too. “Raters who look at your experiments may not notice the hallucination because it feels sort of natural,” says Nayak. “And so you have to really work at the evaluation setup to make sure that when there is a hallucination, someone’s able to point out and say, That’s a problem.” The new search Google has rolled out its AI Overviews to upwards of a billion people in more than 100 countries, but it is facing upstarts with new ideas about how search should work. Search Engine GoogleThe search giant has added AI Overviews to search results. These overviews take information from around the web and Google’s Knowledge Graph and use the company’s Gemini language model to create answers to search queries. What it’s good at Google’s AI Overviews are great at giving an easily digestible summary in response to even the most complex queries, with sourcing boxes adjacent to the answers. Among the major options, its deep web index feels the most “internety.” But web publishers fear its summaries will give people little reason to click through to the source material. PerplexityPerplexity is a conversational search engine that uses third-party largelanguage models from OpenAI and Anthropic to answer queries. Perplexity is fantastic at putting together deeper dives in response to user queries, producing answers that are like mini white papers on complex topics. It’s also excellent at summing up current events. But it has gotten a bad rep with publishers, who say it plays fast and loose with their content. ChatGPTWhile Google brought AI to search, OpenAI brought search to ChatGPT. Queries that the model determines will benefit from a web search automatically trigger one, or users can manually select the option to add a web search. Thanks to its ability to preserve context across a conversation, ChatGPT works well for performing searches that benefit from follow-up questions—like planning a vacation through multiple search sessions. OpenAI says users sometimes go “20 turns deep” in researching queries. Of these three, it makes links out to publishers least prominent. When I talked to Pichai about this, he expressed optimism about the company’s ability to maintain accuracy even with the LLM generating responses. That’s because AI Overviews is based on Google’s flagship large language model, Gemini, but also draws from Knowledge Graph and what it considers reputable sources around the web. “You’re always dealing in percentages. What we have done is deliver it at, like, what I would call a few nines of trust and factuality and quality. I’d say 99-point-few-nines. I think that’s the bar we operate at, and it is true with AI Overviews too,” he says. “And so the question is, are we able to do this again at scale? And I think we are.” There’s another hazard as well, though, which is that people ask Google all sorts of weird things. If you want to know someone’s darkest secrets, look at their search history. Sometimes the things people ask Google about are extremely dark. Sometimes they are illegal. Google doesn’t just have to be able to deploy its AI Overviews when an answer can be helpful; it has to be extremely careful not to deploy them when an answer may be harmful. “If you go and say ‘How do I build a bomb?’ it’s fine that there are web results. It’s the open web. You can access anything,” Reid says. “But we do not need to have an AI Overview that tells you how to build a bomb, right? We just don’t think that’s worth it.” But perhaps the greatest hazard—or biggest unknown—is for anyone downstream of a Google search. Take publishers, who for decades now have relied on search queries to send people their way. What reason will people have to click through to the original source, if all the information they seek is right there in the search result? Rand Fishkin, cofounder of the market research firm SparkToro, publishes research on so-called zero-click searches. As Google has moved increasingly into the answer business, the proportion of searches that end without a click has gone up and up. His sense is that AI Overviews are going to explode this trend. “If you are reliant on Google for traffic, and that traffic is what drove your business forward, you are in long- and short-term trouble,” he says. Don’t panic, is Pichai’s message. He argues that even in the age of AI Overviews, people will still want to click through and go deeper for many types of searches. “The underlying principle is people are coming looking for information. They’re not looking for Google always to just answer,” he says. “Sometimes yes, but the vast majority of the times, you’re looking at it as a jumping-off point.” Reid, meanwhile, argues that because AI Overviews allow people to ask more complicated questions and drill down further into what they want, they could even be helpful to some types of publishers and small businesses, especially those operating in the niches: “You essentially reach new audiences, because people can now express what they want more specifically, and so somebody who specializes doesn’t have to rank for the generic query.” “I’m going to start with something risky,” Nick Turley tells me from the confines of a Zoom window. Turley is the head of product for ChatGPT, and he’s showing off OpenAI’s new web search tool a few weeks before it launches. “I should normally try this beforehand, but I’m just gonna search for you,” he says. “This is always a high-risk demo to do, because people tend to be particular about what is said about them on the internet.” He types my name into a search field, and the prototype search engine spits back a few sentences, almost like a speaker bio. It correctly identifies me and my current role. It even highlights a particular story I wrote years ago that was probably my best known. In short, it’s the right answer. Phew? A few weeks after our call, OpenAI incorporated search into ChatGPT, supplementing answers from its language model with information from across the web. If the model thinks a response would benefit from up-to-date information, it will automatically run a web search (OpenAI won’t say who its search partners are) and incorporate those responses into its answer, with links out if you want to learn more. You can also opt to manually force it to search the web if it does not do so on its own. OpenAI won’t reveal how many people are using its web search, but it says some 250 million people use ChatGPT weekly, all of whom are potentially exposed to it. “There’s an incredible amount of content on the web. There are a lot of things happening in real time. You want ChatGPT to be able to use that to improve its answers and to be a better super-assistant for you.” Kevin Weil, chief product officer, OpenAI According to Fishkin, these newer forms of AI-assisted search aren’t yet challenging Google’s search dominance. “It does not appear to be cannibalizing classic forms of web search,” he says. OpenAI insists it’s not really trying to compete on search—although frankly this seems to me like a bit of expectation setting. Rather, it says, web search is mostly a means to get more current information than the data in its training models, which tend to have specific cutoff dates that are often months, or even a year or more, in the past. As a result, while ChatGPT may be great at explaining how a West Coast offense works, it has long been useless at telling you what the latest 49ers score is. No more. “I come at it from the perspective of ‘How can we make ChatGPT able to answer every question that you have? How can we make it more useful to you on a daily basis?’ And that’s where search comes in for us,” Kevin Weil, the chief product officer with OpenAI, tells me. “There’s an incredible amount of content on the web. There are a lot of things happening in real time. You want ChatGPT to be able to use that to improve its answers and to be able to be a better super-assistant for you.” Today ChatGPT is able to generate responses for very current news events, as well as near-real-time information on things like stock prices. And while ChatGPT’s interface has long been, well, boring, search results bring in all sorts of multimedia—images, graphs, even video. It’s a very different experience. Weil also argues that ChatGPT has more freedom to innovate and go its own way than competitors like Google—even more than its partner Microsoft does with Bing. Both of those are ad-dependent businesses. OpenAI is not. (At least not yet.) It earns revenue from the developers, businesses, and individuals who use it directly. It’s mostly setting large amounts of money on fire right now—it’s projected to lose $14 billion in 2026, by some reports. But one thing it doesn’t have to worry about is putting ads in its search results as Google does. “For a while what we did was organize web pages. Which is not really the same thing as organizing the world’s information or making it truly useful and accessible to you,” says Google head of search, Liz Reid.WINNI WINTERMEYER/REDUX Like Google, ChatGPT is pulling in information from web publishers, summarizing it, and including it in its answers. But it has also struck financial deals with publishers, a payment for providing the information that gets rolled into its results. (MIT Technology Review has been in discussions with OpenAI, Google, Perplexity, and others about publisher deals but has not entered into any agreements. Editorial was neither party to nor informed about the content of those discussions.) But the thing is, for web search to accomplish what OpenAI wants—to be more current than the language model—it also has to bring in information from all sorts of publishers and sources that it doesn’t have deals with. OpenAI’s head of media partnerships, Varun Shetty, told MIT Technology Review that it won’t give preferential treatment to its publishing partners. Instead, OpenAI told me, the model itself finds the most trustworthy and useful source for any given question. And that can get weird too. In that very first example it showed me—when Turley ran that name search—it described a story I wrote years ago for Wired about being hacked. That story remains one of the most widely read I’ve ever written. But ChatGPT didn’t link to it. It linked to a short rewrite from The Verge. Admittedly, this was on a prototype version of search, which was, as Turley said, “risky.” When I asked him about it, he couldn’t really explain why the model chose the sources that it did, because the model itself makes that evaluation. The company helps steer it by identifying—sometimes with the help of users—what it considers better answers, but the model actually selects them. “And in many cases, it gets it wrong, which is why we have work to do,” said Turley. “Having a model in the loop is a very, very different mechanism than how a search engine worked in the past.” Indeed! The model, whether it’s OpenAI’s GPT-4o or Google’s Gemini or Anthropic’s Claude, can be very, very good at explaining things. But the rationale behind its explanations, its reasons for selecting a particular source, and even the language it may use in an answer are all pretty mysterious. Sure, a model can explain very many things, but not when that comes to its own answers. It was almost a decade ago, in 2016, when Pichai wrote that Google was moving from “mobile first” to “AI first”: “But in the next 10 years, we will shift to a world that is AI-first, a world where computing becomes universally available—be it at home, at work, in the car, or on the go—and interacting with all of these surfaces becomes much more natural and intuitive, and above all, more intelligent.” We’re there now—sort of. And it’s a weird place to be. It’s going to get weirder. That’s especially true as these things we now think of as distinct—querying a search engine, prompting a model, looking for a photo we’ve taken, deciding what we want to read or watch or hear, asking for a photo we wish we’d taken, and didn’t, but would still like to see—begin to merge. The search results we see from generative AI are best understood as a waypoint rather than a destination. What’s most important may not be search in itself; rather, it’s that search has given AI model developers a path to incorporating real-time information into their inputs and outputs. And that opens up all sorts of possibilities. “A ChatGPT that can understand and access the web won’t just be about summarizing results. It might be about doing things for you. And I think there’s a fairly exciting future there,” says OpenAI’s Weil. “You can imagine having the model book you a flight, or order DoorDash, or just accomplish general tasks for you in the future. It’s just once the model understands how to use the internet, the sky’s the limit.” This is the agentic future we’ve been hearing about for some time now, and the more AI models make use of real-time data from the internet, the closer it gets. Let’s say you have a trip coming up in a few weeks. An agent that can get data from the internet in real time can book your flights and hotel rooms, make dinner reservations, and more, based on what it knows about you and your upcoming travel—all without your having to guide it. Another agent could, say, monitor the sewage output of your home for certain diseases, and order tests and treatments in response. You won’t have to search for that weird noise your car is making, because the agent in your vehicle will already have done it and made an appointment to get the issue fixed. “It’s not always going to be just doing search and giving answers,” says Pichai. “Sometimes it’s going to be actions. Sometimes you’ll be interacting within the real world. So there is a notion of universal assistance through it all.” And the ways these things will be able to deliver answers is evolving rapidly now too. For example, today Google can not only search text, images, and even video; it can create them. Imagine overlaying that ability with search across an array of formats and devices. “Show me what a Townsend’s warbler looks like in the tree in front of me.” Or “Use my existing family photos and videos to create a movie trailer of our upcoming vacation to Puerto Rico next year, making sure we visit all the best restaurants and top landmarks.” “We have primarily done it on the input side,” he says, referring to the ways Google can now search for an image or within a video. “But you can imagine it on the output side too.” This is the kind of future Pichai says he is excited to bring online. Google has already showed off a bit of what that might look like with NotebookLM, a tool that lets you upload large amounts of text and have it converted into a chatty podcast. He imagines this type of functionality—the ability to take one type of input and convert it into a variety of outputs—transforming the way we interact with information. In a demonstration of a tool called Project Astra this summer at its developer conference, Google showed one version of this outcome, where cameras and microphones in phones and smart glasses understand the context all around you—online and off, audible and visual—and have the ability to recall and respond in a variety of ways. Astra can, for example, look at a crude drawing of a Formula One race car and not only identify it, but also explain its various parts and their uses. But you can imagine things going a bit further (and they will). Let’s say I want to see a video of how to fix something on my bike. The video doesn’t exist, but the information does. AI-assisted generative search could theoretically find that information somewhere online—in a user manual buried in a company’s website, for example—and create a video to show me exactly how to do what I want, just as it could explain that to me with words today. These are the kinds of things that start to happen when you put the entire compendium of human knowledge—knowledge that’s previously been captured in silos of language and format; maps and business registrations and product SKUs; audio and video and databases of numbers and old books and images and, really, anything ever published, ever tracked, ever recorded; things happening right now, everywhere—and introduce a model into all that. A model that maybe can’t understand, precisely, but has the ability to put that information together, rearrange it, and spit it back in a variety of different hopefully helpful ways. Ways that a mere index could not. That’s what we’re on the cusp of, and what we’re starting to see. And as Google rolls this out to a billion people, many of whom will be interacting with a conversational AI for the first time, what will that mean? What will we do differently? It’s all changing so quickly. Hang on, just hang on.

Subsea7 Scores Various Contracts Globally
Subsea 7 S.A. has secured what it calls a “sizeable” contract from Turkish Petroleum Offshore Technology Center AS (TP-OTC) to provide inspection, repair and maintenance (IRM) services for the Sakarya gas field development in the Black Sea. The contract scope includes project management and engineering executed and managed from Subsea7 offices in Istanbul, Türkiye, and Aberdeen, Scotland. The scope also includes the provision of equipment, including two work class remotely operated vehicles, and construction personnel onboard TP-OTC’s light construction vessel Mukavemet, Subsea7 said in a news release. The company defines a sizeable contract as having a value between $50 million and $150 million. Offshore operations will be executed in 2025 and 2026, Subsea7 said. Hani El Kurd, Senior Vice President of UK and Global Inspection, Repair, and Maintenance at Subsea7, said: “We are pleased to have been selected to deliver IRM services for TP-OTC in the Black Sea. This contract demonstrates our strategy to deliver engineering solutions across the full asset lifecycle in close collaboration with our clients. We look forward to continuing to work alongside TP-OTC to optimize gas production from the Sakarya field and strengthen our long-term presence in Türkiye”. North Sea Project Subsea7 also announced the award of a “substantial” contract by Inch Cape Offshore Limited to Seaway7, which is part of the Subsea7 Group. The contract is for the transport and installation of pin-pile jacket foundations and transition pieces for the Inch Cape Offshore Wind Farm. The 1.1-gigawatt Inch Cape project offshore site is located in the Scottish North Sea, 9.3 miles (15 kilometers) off the Angus coast, and will comprise 72 wind turbine generators. Seaway7’s scope of work includes the transport and installation of 18 pin-pile jacket foundations and 54 transition pieces with offshore works expected to begin in 2026, according to a separate news

Driving into the future
Welcome to our annual breakthroughs issue. If you’re an MIT Technology Review superfan, you may already know that putting together our 10 Breakthrough Technologies (TR10) list is one of my favorite things we do as a publication. We spend months researching and discussing which technologies will make the list. We try to highlight a mix of items that reflect innovations happening in various fields. We look at consumer technologies, large industrial-scale projects, biomedical advances, changes in computing, climate solutions, the latest in AI, and more. We’ve been publishing this list every year since 2001 and, frankly, have a great track record of flagging things that are poised to hit a tipping point. When you look back over the years, you’ll find items like natural-language processing (2001), wireless power (2008), and reusable rockets (2016)—spot-on in terms of horizon scanning. You’ll also see the occasional miss, or moments when maybe we were a little bit too far ahead of ourselves. (See our Magic Leap entry from 2015.) But the real secret of the TR10 is what we leave off the list. It is hard to think of another industry, aside from maybe entertainment, that has as much of a hype machine behind it as tech does. Which means that being too conservative is rarely the wrong call. But it does happen. Last year, for example, we were going to include robotaxis on the TR10. Autonomous vehicles have been around for years, but 2023 seemed like a real breakthrough moment; both Cruise and Waymo were ferrying paying customers around various cities, with big expansion plans on the horizon. And then, last fall, after a series of mishaps (including an incident when a pedestrian was caught under a vehicle and dragged), Cruise pulled its entire fleet of robotaxis from service. Yikes.
The timing was pretty miserable, as we were in the process of putting some of the finishing touches on the issue. I made the decision to pull it. That was a mistake. What followed turned out to be a banner year for the robotaxi. Waymo, which had previously been available only to a select group of beta testers, opened its service to the general public in San Francisco and Los Angeles in 2024. Its cars are now ubiquitous in the City by the Bay, where they have not only become a real competitor to the likes of Uber and Lyft but even created something of a tourist attraction. Which is no wonder, because riding in one is delightful. They are still novel enough to make it feel like a kind of magic. And as you can read, Waymo is just a part of this amazing story.
The item we swapped into the robotaxi’s place was the Apple Vision Pro, an example of both a hit and a miss. We’d included it because it is truly a revolutionary piece of hardware, and we zeroed in on its micro-OLED display. Yet a year later, it has seemingly failed to find a market fit, and its sales are reported to be far below what Apple predicted. I’ve been covering this field for well over a decade, and I would still argue that the Vision Pro (unlike the Magic Leap vaporware of 2015) is a breakthrough device. But it clearly did not have a breakthrough year. Mea culpa. Having said all that, I think we have an incredible and thought-provoking list for you this year—from a new astronomical observatory that will allow us to peer into the fourth dimension to new ways of searching the internet to, well, robotaxis. I hope there’s something here for everyone.

Oil Holds at Highest Levels Since October
Crude oil futures slightly retreated but continue to hold at their highest levels since October, supported by colder weather in the Northern Hemisphere and China’s economic stimulus measures. That’s what George Pavel, General Manager at Naga.com Middle East, said in a market analysis sent to Rigzone this morning, adding that Brent and WTI crude “both saw modest declines, yet the outlook remains bullish as colder temperatures are expected to increase demand for heating oil”. “Beijing’s fiscal stimulus aims to rejuvenate economic activity and consumer demand, further contributing to fuel consumption expectations,” Pavel said in the analysis. “This economic support from China could help sustain global demand for crude, providing upward pressure on prices,” he added. Looking at supply, Pavel noted in the analysis that “concerns are mounting over potential declines in Iranian oil production due to anticipated sanctions and policy changes under the incoming U.S. administration”. “Forecasts point to a reduction of 300,000 barrels per day in Iranian output by the second quarter of 2025, which would weigh on global supply and further support prices,” he said. “Moreover, the U.S. oil rig count has decreased, indicating a potential slowdown in future output,” he added. “With supply-side constraints contributing to tightening global inventories, this situation is likely to reinforce the current market optimism, supporting crude prices at elevated levels,” Pavel continued. “Combined with the growing demand driven by weather and economic factors, these supply dynamics point to a favorable environment for oil prices in the near term,” Pavel went on to state. Rigzone has contacted the Trump transition team and the Iranian ministry of foreign affairs for comment on Pavel’s analysis. At the time of writing, neither have responded to Rigzone’s request yet. In a separate market analysis sent to Rigzone earlier this morning, Antonio Di Giacomo, Senior Market Analyst at

What to expect from NaaS in 2025
Shamus McGillicuddy, vice president of research at EMA, says that network execs today have a fuller understanding of the potential benefits of NaaS, beyond simply a different payment model. NaaS can deliver access to new technologies faster and keep enterprises up-to-date as technologies evolve over time; it can help mitigate skills gaps for organizations facing a shortage of networking talent. For example, in a retail scenario, an organization can offload deployment and management of its Wi-Fi networks at all of its stores to a NaaS vendor, freeing up IT staffers for higher-level activities. Also, it can help organizations manage rapidly fluctuating demands on the network, he says. 2. Frameworks help drive adoption Industry standards can help accelerate the adoption of new technologies. MEF, a nonprofit industry forum, has developed a framework that combines standardized service definitions, extensive automation frameworks, security certifications, and multi-cloud integration capabilities—all aimed at enabling service providers to deliver what MEF calls a true cloud experience for network services. The blueprint serves as a guide for building an automated, federated ecosystem where enterprises can easily consume NaaS services from providers. It details the APIs, service definitions, and certification programs that MEF has developed to enable this vision. The four components of NaaS, according to the blueprint, are on-demand automated transport services, SD-WAN overlays and network slicing for application assurance, SASE-based security, and multi-cloud on-ramps. 3. The rise of campus/LAN NaaS Until very recently, the most popular use cases for NaaS were on-demand WAN connectivity, multi-cloud connectivity, SD-WAN, and SASE. However, campus/LAN NaaS, which includes both wired and wireless networks, has emerged as the breakout star in the overall NaaS market. Dell’Oro Group analyst Sian Morgan predicts: “In 2025, Campus NaaS revenues will grow over eight times faster than the overall LAN market. Startups offering purpose-built CNaaS technology will

UK battery storage industry ‘back on track’
UK battery storage investor Gresham House Energy Storage Fund (LON:GRID) has said the industry is “back on track” as trading conditions improved, particularly in December. The UK’s largest fund specialising in battery energy storage systems (BESS) highlighted improvements in service by the UK government’s National Energy System Operator (NESO) as well as its renewed commitment to to the sector as part of clean power aims by 2030. It also revealed that revenues exceeding £60,000 per MW of electricity its facilities provided in the second half of 2024 meant it would meet or even exceed revenue targets. This comes after the fund said it had faced a “weak revenue environment” in the first part of the year. In April it reported a £110 million loss compared to a £217m profit the previous year and paused dividends. Fund manager Ben Guest said the organisation was “working hard” on refinancing and a plan to “re-instate dividend payments”. In a further update, the fund said its 40MW BESS project at Shilton Lane, 11 miles from Glasgow, was fully built and in the final stages of the NESO compliance process which expected to complete in February 2025. Fund chair John Leggate welcomed “solid progress” in company’s performance, “as well as improvements in NESO’s control room, and commitment to further change, that should see BESS increasingly well utilised”. He added: “We thank our shareholders for their patience as the battery storage industry gets back on track with the most environmentally appropriate and economically competitive energy storage technology (Li-ion) being properly prioritised. “Alongside NESO’s backing of BESS, it is encouraging to see the government’s endorsement of a level playing field for battery storage – the only proven, commercially viable technology that can dynamically manage renewable intermittency at national scale.” Guest, who in addition to managing the fund is also

Weight-loss drugs show signs of slowing biological aging, say drugmakers
Popular weight-loss drugs may do more than help people shed pounds. They might also melt away the years. Drug giants Eli Lilly and Novo Nordisk say patients taking their drugs age less quickly, according to readouts from molecular “aging clocks.” Such clocks assess a person’s biological age by looking at changes to DNA that accumulate with time, or, in newer versions, by tracking levels of key proteins. Both companies found that overweight or diabetic patients taking the drugs, called GLP-1s, had reduced biological age compared to those taking a placebo, although the difference varied widely, depending on which type of clock was used, and what organ was tested.
Overall, the difference was around “two to three years,” according to Nikolaj Roed, a global project leader at Novo, who says the company has been seeing “improved biological age in our patients across trials and across different tissues.” The findings add to wide speculation among scientists that GLP-1 drugs, as they are known, are acting on basic causes of aging and might be a true longevity treatment.
“Two years is a pretty strong effect, in my book,” says Steve Horvath, a professor at the University of California, Los Angeles, who’s credited with inventing aging clocks. Horvath says the emerging data could provide “evidence that these GLP-1 drugs are actually what is known as geroprotectors, medications that slow or possibly even reverse biologic aging.” The companies shared their findings over the weekend during Aging Research & Drug Discovery, a conference devoted to seeking scientific remedies for old age. While that quest has not yet produced any clear-cut success, some scientists now think Novo’s drug semaglutide (sold under the names Ozempic and Wegovy) is coming close. “In an unhealthy population, I do think it’s an anti-aging drug,” says Vadim Gladyshev, a Harvard biologist who assisted Novo with its molecular measurements. “But in a healthy population, no one knows.” The drugs cause weight loss by stimulating a receptor, GLP-1, that tells your brain you’re not hungry. Yet real-world studies have shown much wider benefit. The drugs improve kidney function, reduce blood pressure, and even sharply cut the overall chance of death. “If the question is,‘Can semaglutide reach several diseases relevant to health span and aging?’ we know we can say the answer is yes,” said Alejandro Aguayo-Orozco, a senior scientific director at Novo, the Danish drug giant, during the meeting. The next question to answer, he said, is whether such effects are accompanied by changes to molecular measures of biological aging: “When you intervene with semaglutide, does it actually move the clocks in any direction? And the answer is yes.” The company found that, over time, the drugs cause a wide slowdown in aging clocks—as much as 4 years in the case of a clock that looks at heart proteins. “I think it’s pretty clear that the organ age is shifting,” said Aguayo-Orozco. The studies are also a huge boost for the science of aging clocks. Although these measures reflect a person’s age, it’s been uncertain if they are useful as true biomarkers. Now clock makers have evidence that their readouts show a drop in age when people take drugs with broad, well-demonstrated benefits.
“The clock people have been pushing for a decade to get this kind of study done,” says Yuge Ji, a biologist who previously worked in the field and now runs a startup, Reflector Bio. “It’s huge for them.” As part of its study, Novo took blood draws from 10,052 people, half on the drug and half on a placebo. Their blood, collected at the start of the study as well as months later, was then measured with “proteomic clocks,” which use levels of key proteins to predict a person’s age and risk of dying. Scientists at Eli Lilly performed similar research on their GLP-1 drug, tirzepatide, using so-called “epigenetic” clocks that assess age by counting accumulated changes to DNA. Lilly’s study was smaller, but also found that for the most part, molecular time moved more slowly for people on the drug. “All the clocks are telling a consistent story that we’re seeing a reduction in age,” Kevin Duffin, vice president for aging research at Lilly, said during the conference. “It’s not like we’re going to reverse age by 30 years or something, but it’s a significant reduction.” The molecules have become the best selling drugs in the world,, with Lilly’s tirzepatide, sold as Mounjaro for diabetes and Zepbound for obesity, topping the list with more than $36 billion in revenue to the company last year. Novo’s semaglutide, also sold under more than one name, was a close second. Alex Zhavoronkov, the founder of Insilico Medicine, and the organizer of the Boston meeting, says that extending lives by even one year across the world’s population would be equal to tens of millions of lifetimes. Last month Zhavoronkov showed that one of his company’s drugs, for a lung disease, also reversed the signals from aging clocks. That drug is experimental, but Zhavoronkov has sought to promote the idea that humanity is entering a new era of longevity medicines. He also disclosed during the event that he has been “microdosing” the available weight-loss drugs, even though he is not overweight. “I am on tirzepatide and I am an equal-opportunity injector of semaglutide as well,” Zhavoronkov said.
It was part of an effort to directly raise the question of whether the first mass-market anti-aging remedy is already here. “Do you think a reasonable person should start taking semaglutide?” he asked Aguayo-Orozco, the Novo scientist, in front of a crowded audience.
“I am not a physician. I cannot answer that question,” Aguayo-Orozco replied. Several people cautioned that GLP-1 drugs do have side effects, including muscle loss. That is one reason they might not help most people, says Horvath, who says he isn’t ready to take the drugs himself, although he’s thought about it. “Clearly, the drugs have many benefits in obese people, but I did not yet see sufficient evidence that they will benefit skinny people,” he said. “I guess we will have to wait.” Answers could start to emerge in a year or two. This past January, a US agency, ARPA-H, put $38 million toward a study in Texas that will attempt to determine whether semaglutide has anti-aging effects in healthy people over 60. That research will look at changes in cognition, mobility, and acuity of the senses. That project also seeks to help define a regulatory pathway for anti-aging drugs and to “build a new therapeutic industry” around longevity.

The Download: 10 climate tech companies to watch
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. 10 climate tech companies to watch Each year, MIT Technology Review puts together a list of the most promising climate tech companies in the world. This year, the stakes feel higher than ever. The world is on track for one of its hottest years on record, climate-fueled disasters are taking lives and costing billions, while political shifts and international conflict have stalled progress. We urgently need to cut emissions and avoid climate change’s most harmful effects, and that’s where our 10 companies come in. They’re working on everything from mobile flood barriers and semi-solid-state batteries to compressed-CO₂ energy storage and next-generation nuclear reactors. They also reflect the biggest shifts in climate tech—including the surging energy demands of AI data centers.
Meet the 10 companies working on some of the biggest challenges in climate tech. Over the coming days, we’ll take a closer look at each of the 10 companies, along with how we chose this year’s list, right here in The Download. So stay tuned!
The must-reads I’ve combed the internet to find you today’s most fun/important/scary/fascinating stories about technology. 1 Musk’s new Pentagon role has raised conflict-of-interest fearsHis companies could directly benefit from the weapons he recommends. (NPR)+ SpaceX has received billions in Pentagon and NASA contracts. (NYT $)+ Beware the rise of the “Pentagon-Silicon Complex.” (Gizmodo)+ The Pentagon wants an AI-powered lie detector. (MIT Technology Review) 2 The only billionaires making money this year are in techTech fortunes now account for 36% of billionaire wealth. (Bloomberg $)+ Nvidia is on the verge of the first $6 trillion valuation. (CNBC)+ SpaceX stock has made Elon Musk a trillionaire again. (Gizmodo) 3 Norway is planning the first national ban on smart glassesCamera-enabled glasses could be barred from public spaces. (Guardian)+ Several other countries are also mulling bans. (Reuters $)+ Smart glasses are causing havoc in India. (MIT Technology Review) 4 Tandem panels could help the US catch up with China in solarThey could produce 25% more electricity from sunlight. (NYT $)+ The balcony solar boom is coming to the US. (MIT Technology Review) 5 South Korea’s President suspects AI’s been used in bank hacksHe called for new cybersecurity measures for the AI era. (Reuters $)+ OpenAI agents may have caused a Wikimedia outage. (Verge)+ Who’s liable when AI agents go rogue? (MIT Technology Review) 6 Russian drones are exploiting air defense gaps to hit data centersThe attacks are disrupting Ukraine’s digital infrastructure. (Ars Technica)
7 The AI boom is killing the world’s cheapest smartphonesMemory costs are squeezing out affordable phones. (Rest of World) 8 Pioneers of light-based brain mapping have won a Nobel prizeTheir technique shines new light on brain circuits. (BBC) 9 AI slop has pushed arXiv to limit preprint research submissionsSubmissions have doubled in two years. (404 Media) 10 McDonald’s is being sued over AI-powered Big Mac pricingThe lawsuit alleges AI helped franchises coordinate prices. (Reuters $) Quote of the day “In the extreme, I could see someone describing Anthropic as a cult that’s trying to take over the world.” —AI researcher Jacob Coxon, who resigned from Anthropic over fears that it’s building systems that it won’t be able to control, tells New York Magazine his views on the company’s culture. One more thing How AI is turning the Iran conflict into theater Much of the spotlight on AI in the Iran conflict has focused on models like Claude helping the US military decide where to strike. But a wave of “vibe-coded” intelligence dashboards—and the ecosystem surrounding them—reflect a new role that AI is playing in wartime: mediating information, often for the worse.
These sorts of intelligence tools have much promise. Yet there are real reasons to be suspicious of their data feeds. Read the full story. —James O’Donnell
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.) + A forgotten forest experiment reveals a “win-win-win” for trees 30 years later.+ A gym-rat bear and a scowling owl star in this showcase of the year’s funniest wildlife photos.+ Some fast-food chains have vanished, but these eight nostalgic names are still serving up beloved junk.+ Find out what happens when you put a grown man inside a giant water balloon and roll him down a ramp.

Here’s how our climate team picked 10 promising companies to watch
As the team at MIT Technology Review set out to choose companies for this year’s edition of our annual list of Climate Tech Companies to Watch, the challenge felt more daunting than any year since we started compiling the list in 2023. This year is shaping up to be one of the hottest ever recorded. The world must begin to reduce greenhouse-gas emissions to address the climate crisis, which is already affecting communities around the globe. Wildfires, floods, and other climate-fueled disasters are killing thousands and costing billions of dollars. At the same time, political shifts and international conflict have stalled progress, particularly in the US. Technology alone can’t solve climate change. But we believe innovations can help us make real changes and improve lives around the world as we try to address one of the most pressing challenges of our time. In this project, we look for companies developing technologies that can help us face the climate crisis. Some are driving down the greenhouse-gas emissions fueling climate change; others are working to reduce the dangers that communities face from extreme heat, drought, or other shifts brought on by a warming planet. We focus on companies that have established a track record, whether through research findings, capital raised, or deployments.
When we set out to build our list, we start by soliciting nominations from our team of reporters and editors. We ask experts for suggestions and reach out to academics, researchers, investors, and analysts. Once we have a pool of nominees, we then consider each one, digging through literature, reports, and patents to vet both the technology and the business. We judge each company not only on its own merits, but also on how it might fit into our list overall. We want the final slate of companies to represent a range of industries and include firms based around the globe that are at different stages of development. We also aim to strike a balance between highlighting companies previously included and introducing new names. Finally, we consider some of the most important trends and events of the year and look for nominees that reflect those developments.
The dismembering of US federal regulations and cuts to financial government incentives for innovation means that the country is no longer a leader in climate tech. Like last year, the 2026 list is largely composed of companies that are based outside the US. China is an obvious hotspot for technological innovation across energy and climate. This year’s list includes two Chinese companies: WeLion is building semi-solid-state batteries for electric vehicles, and Envision Energy is installing huge amounts of wind power and energy storage in China and around the world. Several sectors stood out this year as being of particular importance. One of the biggest stories of the year is the rising demand for electricity, driven in part by AI data centers. Energy storage is a key piece of that puzzle because it can smooth out variations in the electricity supply as grids incorporate more renewable power. We’ve included several energy storage companies on this year’s list. Energy Dome is building long-duration energy storage systems on the grid that rely on compressed carbon dioxide. Moment Energy is a Canadian company working to repurpose EV batteries for grid-scale storage. And Form Energy, which we also included in the 2024 edition of this list, is producing iron-based batteries that can store energy for multiple days. A wide range of technologies is represented here: everything from mobile flood barriers to next-generation nuclear reactors. Some of the awardees might be familiar from our past coverage; others are just emerging and may be less well known. We believe we’ve put together a list filled with businesses that are rising to the challenge of this moment. Political will has weakened even as the damages wrought by climate change continue to mount. By helping us make progress on tackling the climate crisis in such difficult times, these companies point to a better way forward.
2026 Climate Tech Companies to Watch
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X-energy and its helium-cooled nuclear reactors
X-energy is developing small modular reactors to satisfy some of the planet’s most power-hungry users: industrial manufacturers that need high temperatures to produce billions of tons of concrete, plastics, fibers, and chemicals. Solar panels and wind turbines are great at producing electricity but what heavy industry also needs is raw heat—and lots of it. The manufacture of concrete, glass, and steel, as well as the production of many chemicals, plastics, and fertilizers, are still highly reliant on fossil fuels to produce that heat. Traditional nuclear reactors simply don’t get hot enough. The cooling systems they use require liquid water to work, and even applying pressure to raise the water’s boiling point leaves their maximum operating temperatures hundreds of degrees cooler than needed. X-energy’s proposed Xe-100 reactor will use helium gas as a coolant instead, allowing it to operate at much lower pressures and higher temperatures. The helium will heat water and create super-heated steam, which industry can use either directly or to generate 80 megawatts (MW) of electricity via a turbine, or a combination of the two. That’s about one-tenth of the capacity of most reactors operating today. In common with other small modular reactors (SMRs), the Xe-100 will use a modern uranium-based fuel called TRISO (short for tristructural-isotropic) that is extremely resistant to corrosion and melting. Compact TRISO “pebbles” will be added continuously to the top of the reactor, then flow slowly to the bottom, where they will either be recycled or removed as waste. The company says the reactor will be intrinsically safe in the event of a loss of power—if temperatures inside rise, the nuclear reaction naturally slows and stops.
Key indicators Industry: Nuclear fission Founded: 2009 Headquarters: Rockville, Maryland, US Notable fact: The first helium-cooled reactor was proposed for the World War II Manhattan Project but was passed over in favor of a simpler and cheaper water-cooled design. Potential for impact Industrial heating currently accounts for 18 percent of annual global greenhouse-gas emissions, with about half of that coming from high-temperature processes that are difficult to electrify. Co-locating small nuclear reactors at large manufacturing facilities could shrink some of the biggest carbon footprints in the world. The Xe-100 reactor could also be used by the fossil fuel industry, which today uses vast quantities of natural gas to generate the heat needed to recover oil from tar sands, and during oil refining.
The flexibility of the Xe-100 means that it can be used for traditional electricity generation. By scaling down in size and power from today’s gigawatt-scale fission plants, small reactors like the Xe-100 can serve more markets—even down to individual data centers. AI and data centers now represent the single largest component of new demand for electricity in the US, and their consumption is expected to double again by 2030. X-energy says that up to 12 of its reactors could be clustered together to provide 24/7 power on site, at a lower cost than a traditional nuclear power station and without the hassle of adding transmission infrastructure. Caveats The technology behind helium-cooled fission may be well understood, but the only commercial-scale power generation of this type today is in China, where two reactors have struggled to operate on a continuous basis. X-energy says that its vertically integrated fuel supply should ensure reliable operation, with reactors having a lifetime of 60 years. The economic case for SMRs is also largely unproven. Nuclear costs and timelines have a habit of ballooning, and the US Energy Information Administration calculates that electricity from SMRs will cost more than six times that from solar farms. While the current environment in the US for regulation and government funding favors nuclear, that could change over X-energy’s long development time frame. TRISO reactors appear excellent for safety and nonproliferation (the tough spheres would be difficult to turn into weapons) but are less impressive when it comes to waste. The Xe-100 might produce 10 times the volume of spent nuclear fuel per unit of energy as existing reactors, although its lower-level waste will need less sophisticated storage. Next steps The US Nuclear Regulatory Commission has issued X-energy’s subsidiary with a fuel fabrication license for TRISO-X pebbles, with its first factory due for completion in 2028. An Xe-100 to supply heat and power for a large chemical facility in Texas operated by Dow has also cleared its first regulatory hurdle, and could be operational by the early 2030s. In tandem, X-energy is working toward a 320 MW cluster of four Xe-100 reactors in Richland, Washington, in collaboration with Amazon, and a larger 6 GW fleet in the UK’s northeast. Both projects target electricity generation in the 2030s.

WeLion New Energy and its semi-solid-state batteries
WeLion New Energy is on a quest to make safer, better batteries. The company’s semi-solid-state cells could improve safety and offer greater energy density than lithium-ion batteries to power electric cars, boats, and drones. From the EVs that carry commuters home to the ships that transport goods across countries, more and more vehicles around us are powered by batteries. Lithium-ion batteries are commonly used to power personal devices and vehicles today. But as the need for batteries surges, there’s a growing appetite for cells that can store more energy on a single charge. Also, in lithium-based batteries the electrolyte, which facilitates ion transfer, uses a flammable liquid that can create a fire hazard. Several companies, including WeLion New Energy, are working to make solid-state cells, which use a solid electrolyte instead of a liquid one. This could increase the energy density of batteries, as well as improve their safety. Fully solid-state cells are extremely difficult to manufacture, though. So WeLion currently focuses on developing and producing semi-solid-state cells, which have a part-liquid, part-solid electrolyte.
On that front, they have made steady progress. In 2023, WeLion released a battery pack in partnership with Shanghai-based EV-maker Nio, best known for its battery-swapping technology. The pack had an energy density of 360 watt-hours per kilogram (wh/kg), significantly higher than the 200 wh/kg average for lithium-ion packs today. That translated to a range of over 1,000 kilometers (621 miles). However, only about 200 of the battery packs were manufactured due to their high production cost, but they are still being used by Nio, WeLion says. WeLion has also built batteries to power cargo ships and ferries through a subsidiary. And the company is developing batteries with even higher energy density too. WeLion’s engineers made a semi-solid-state battery that achieved a remarkable energy density of 824 wh/kg during testing in 2025, more than three times that of a standard lithium-ion battery available today.
Key indicators Industry: Energy storage Founded: 2016 Headquarters: Beijing, China Notable fact: WeLion’s cofounders include Chen Liquan, a scientist at the Chinese Academy of Sciences who led the development of the country’s first all-solid-state battery back in 1988. Potential for impact China emits more carbon dioxide than any other country, and its transportation sector accounts for around 10% of that total. Scaling up the production of safer, higher-capacity batteries could help switch more vehicles away from fossil fuels. Batteries that power electric ships could be especially helpful—the carbon dioxide emissions from vessels that move goods along China’s lakes, canals, and rivers are projected to grow by around 25% in this decade alone, reaching 18.7 million metric tons by 2030. Caveats One big challenge WeLion faces is scaling up production of its semi-solid-state batteries and competing on cost in a crowded battery market. WeLion says that its semi-solid-state batteries are more expensive than conventional lithium-ion batteries made by larger Chinese battery companies such as CATL. And while laboratory tests showing high energy density are impressive, it can be difficult to translate laboratory results to the real world. The company declined to give more details about the experimental results from its 2025 prototype, which it says is far from commercialization. Key details remain unclear, including how many times the cell can be charged and discharged and how capacity degrades over its lifetime. Next steps WeLion plans to bring a new semi-solid-state battery for drones to market with an energy density of 410 wh/kg by the end of this year. It also intends to introduce its first all-solid-state battery for cars in 2027, which is expected to have an energy density of 400 wh/kg. Two inland cargo ships powered by WeLion’s batteries are expected to launch in October 2026 in Huzhou, a city in eastern China. The battery pack of each of these ships will be able to carry nearly 4,000 kilowatt-hours of electricity, enough for them to sail for up to 250 kilometers (155 miles), the company says. Today, WeLion has an annual manufacturing capacity of 11 gigawatt-hours (GWh) spread between four production bases in China. Two additional plants with a combined yearly capacity of 18 GWh are under construction.

Gemini 4 Argon for Robotics
Gemini 4 Argon marks a step change in physical understanding, code generation, and visual-semantic reasoning—unlocking new workflows across the robotics stack and accelerating progress toward physical AGI.You can see this leap in capability on the Embodied Reasoning (ERQA) benchmark, which tests a model’s ability to understand and solve physical, spatial problems in 3D environments. Using pure reasoning, Argon scores 87%, outperforming every other frontier model.
As a general-purpose physical reasoning model, Argon can be applied across the entire robotics lifecycle. In this post, we share representative prompts for Argon across four key areas:Robot control → Mobile manipulation with MuJoCo practice, zero-shot robot control, and closed-loop steering of video world models.Real2Sim → Reconstructing physically calibrated simulation twins from robot camera feeds, egocentric human video, or hand-drawn paper sketches.Physical understanding → Agentic multimodal hindsight labeling including detailed understanding of dexterity, dense value functions and progress estimation.Research and self-improvement → Action improvement via simulation and iterative self-improvement on hardware.Unlocking robot control with Argon1. Spot mobile manipulation: Putting in the trash bin with MuJoCo practiceArgon controls a Boston Dynamics Spot® quadruped (12-DoF legs + 6-DoF arm) to learn a new skill: stepping on a foot-pedal trash bin to throw away soda cans. Argon creates an articulated MuJoCo digital twin of a foot-pedal trash bin to practice its moves before stepping on the physical pedal and dropping soda cans into the open bin.
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Spot Mobile Manipulation — Real-to-Sim-to-Real foot-pedal trash bin disposal: Spot picking up the soda can, checking its wrist camera, practicing 3-leg tripod balance in MuJoCo, stepping on the foot pedal, verifying hand centering in the open bin, and dropping the can inside.
There’s a Diet Coke can behind you and another on the black table on your left.
Use the spot-mobile-manipulation skill to pick them up and trash them in the black foot-pedal bin.
Before stepping down on the pedal, verify in the front cameras that your front-right foot target is centered on the pedal, and use a 2-agent verification swarm (foot-verifier and hand-verifier) to verify both the foot-pedal step and the 3D hand-in-bin alignment before releasing.
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2. Zero-shot controlArgon controls a simple robotic arm to place a fallen mug upright and put the crumpled napkin inside. Argon reasons with a visual coordinate harness and action primitives to perform this task over several turns.
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Left: 3rd-person real robot view; Right: calibrated wrist camera with projected 2 cm world coordinates and jaw-closing reticle.
[Attached: wrist_cam.png, obs.json]
Task: Get the robot arm to reorient the mug upright and put the napkin inside the mug.
## Execution Discipline
– Simply output 1 sentence observation followed immediately by your `curl` command (with `# Plan:` on Turn 1 and `# Thought:` on every turn). Everything needed is in `obs.json` and the calibrated reticle/grid drawn on `wrist_cam.png`.
## Visual Coordinate Reference (Annotated on wrist_cam.png)
– `+X` (UP in image): Away from robot base | `-X` (DOWN): Towards robot base
– `+Y` (LEFT in image): World left | `-Y` (RIGHT): World right
– `+Z`: Height above table | `Yellow numbers`: World (X, Y) in centimetres (2 cm grid at `grid_z`)
– `Cyan + crosshair`: Current 3D pinch center
– `Cyan [ + ] brackets`: Current jaw opening and closing line
– `Green line`: Current object long-axis orientation (`yaw_deg`: 0° = vertical along +X, 90° = horizontal along +Y)
– `pitch_deg = 90°`: Straight down (-Z) top-down grasp/place; `pitch_deg `grasp` – > `place` – > `done`
– Pre-Grasp Hover Verify (4–7 calls): `look_at` – > `goto(z=0.04)` (verify cyan `[ + ]` brackets straddle target) – > `grasp` – > `place_until_contact` – > `done`
– Fine Visual Servoing (8–20 calls): `look_at` – > `grasp` – > pre-pose `goto` – > closed-loop `move_by` / `move_until_contact` – > `done`
3. Send motion primitives (`POST /plan`) and verify visually after every turn in the updated `wrist_cam.png`. If `status == “grasp_failed”`, call `robot.look_at(…)` to re-observe and recover closed-loop.
## Code-as-Policies Primitives (`POST http://127.0.0.1:8081/plan`)
robot.look_at(x=0.35, y=0.13, z=0.14, grid_z=0.015)
x, y = robot.deproject(u=0.52, v=0.48, z_plane=0.015)
robot.grasp(x=x, y=y, z=0.015, yaw_deg=-35, pitch_deg=90)
robot.place(x=0.24, y=0.06, z=0.075)
robot.place_until_contact(x=0.24, y=0.06, z=0.015, max_lag=0.012, relief=0.002)
robot.goto(x=0.28, y=0.05, z=0.04, arc_z=0.14, pitch_deg=25, azimuth_deg=90, roll_deg=0, speed=0.10)
robot.move_by(forward=0.025, dz=-0.002, dpitch_deg=-3, droll_deg=5, speed=0.04)
robot.move_until_contact(dz=-0.06, speed=0.03, max_lag=0.012, relief=0.002)
robot.open_gripper() / robot.close_gripper() / robot.home() / robot.done()
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3. Omni controlArgon steers robots in the Gemini Omni World Model to rearrange five scattered Scrabble tiles (G, R, A, N, O) into a clean row spelling A – R – G – O – N. Instead of specifying one static prompt, Argon steers in a closed visual loop. It writes timestamped action prompts, inspecting intermediate rollout keyframes, and refining its prompts.
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Iterative Video World Model Steering Dexterous Hands: 33-Step Steered Video Rollout Spelling A-R-G-O-N.
Goal: {task_goal}
You are steering a video world model (Gemini Omni) in an iterative visual feedback loop. Inspect the attached frames from the latest rollout and write the next timestamped action prompt for the video world model:
– Break complex motions into one simple, single-direction action at a time.
– Keep inactive hands retracted and avoid blocking the camera’s view of objects in the workspace.
– Explicitly state which areas of the workspace become empty after an object moves.
– Use [MM:SS.mmm] timestamps for each action beat and wrap your output in tags.
Example format (sample timestamps only, not the full prompt):
[00:00.000] Character A’s left hand rests at the side while the right hand reaches toward the target object.
[00:02.500] Character A’s right fingertips push the object smoothly into the center of the table, leaving its starting area empty.
[00:05.000] Character A’s right hand opens and retracts to the side so all placed objects remain in clear view of the camera.
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Unlocking Real2Sim with Argon1. Robot view to simulationArgon views a real robot teleoperation episode and develops a digital twin; it obtains or creates simulation assets that look and behave like the real objects upon contact with the dexterous hands. Argon tunes the assets and scenes to match sim visuals and contact events with those in the real recorded data in an iterative visual-reasoning loop.
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Left (Real View): synchronized real robot camera feeds; Right (Simulated): 3D MuJoCo scene reconstructed and calibrated by Argon.
[Attached: robot_rollout_episode]
Build a MuJoCo scene of the robot and reconstructed task objects. When each episode is replayed frame by frame, by driving the robot joints toward the logged observation.state with joint-space PD.
Iterate using two verification objectives:
(1) Visual match: MuJoCo renders from the head_left, left_wrist, and right_wrist cameras line up with, and look like, those real observations.
(2) Physical match: the simulated contact force/torque on each Sharpa fingertip, in the sensor frame, matches the logged tactile_force in timing, magnitude and direction.
What you can tune happens before simulation starts:
(1) Static object assets: realistic geometry, collision shapes, mass, inertia, friction and joints, with appearance close to the real objects, plus the initial object poses at t = 0.
(2) Offline-planned robot commands, changed only in frames where the real fingertips are near an object. Each command must stay within 0.55 rad (arm joints) and 0.65 rad (hand joints) of the logged teleop trajectory. Everywhere else, replay the logged trajectory unchanged.
No sim cheating: task objects may move only through real MuJoCo contact with the robot hands and the environment (mj_step).
Not allowed after t = 0: changing MjModel parameters; applying external forces or torques to objects; welds or equality constraints; feedforward torques beyond joint-space PD; setting or rolling back object qpos/qvel; disabling or excluding collisions; reporting contact forces that don’t come from the MuJoCo solver (for example, copying the logged tactile readings).
Immediately present the reconstructed scene and rollout results as an interactive HTML session viewer with one page per episode, showing:
– At the bottom: A synced timeline (play, scrub, speed control) that drives every panel.
– On the left panel: An interactive 3D Blender scene showing the simulated robot and objects, showing contact points and force arrows as replay progresses.
– On the right panel: Real vs. sim camera views side by side for all 3 cameras. Real vs. sim finger force visualizations.
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2. Human view to simulationGiven an egocentric human video of a manipulation task, Argon identifies the task-relevant objects, replaces crude bounding boxes with compound convex-decomposed meshes for concave containers, and retargets the human hand trajectory onto a 76-DoF bimanual humanoid with 22-DoF five-fingered hands in MuJoCo contact physics.
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Human View to Simulation — Egocentric Human Video to Dexterous Humanoid Twin: Left shows the input egocentric human RGB video; Right shows the synchronized 500 Hz MuJoCo + Blender Cycles multi-view simulation rollout.
[Attached: egocentric_human_video.mp4, candidate_sim_views.png, hand_3d_keypoints.json]
You are building a physically solvable 500 Hz MuJoCo manipulation environment (`scene.xml`) and studio Blender render that faithfully reproduces the tabletop task shown in `egocentric_human_video.mp4` on a bimanual humanoid robot with 22-DoF dexterous five-fingered hands:
1. Scene Reconstruction & Camera Calibration:
– Identify only the manipulation-relevant objects (the grasped target object and the receiving container or landmark) and triangulate their 3D tabletop coordinates from the egocentric camera intrinsics/extrinsics.
– Replace crude bounding boxes with compound convex-decomposed 3D meshes so concave containers (nested bowls, recessed wooden trays, open bins) support physical interior placement.
2. 500 Hz Dexterous Motion-Fitting Stress Test:
– Retarget the 3D human wrist and finger keypoints to the humanoid’s 7-DoF arm and 22-DoF hand joints, and step the trajectory in MuJoCo at 500 Hz (dt = 0.002s) with zero kinematic weld constraints.
– Verify opposing thumb-and-finger force closure, clean object lift ( > 2 cm), and stable final placement inside or beside the target landmark.
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3. Sketch to simulationWith Argon, a developer can snap a photo of a rough pen-and-paper sketch—showing an Apollo 2 humanoid throwing a ball along a parabolic arc to topple a 3-2-1 stack of boxes on a table—and have Argon automatically construct the GPU-accelerated mujoco_warp scene, synthesize a balanced 76-DoF whole-body and five-finger throw trajectory, verify 6/6 target knockdown in closed-loop physics, and export a Blender 4.5 Cycles render.
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Sketch to Simulation — Hand-Drawn Sketch to Dexterous Humanoid Trajectory & Cycles Render.
[Attached: hand_drawn_throw_sketch.jpg]
Translate this hand-drawn sketch into a physically verified humanoid simulation in `mujoco_warp` and a raytraced Blender Cycles video:
1. Scene & Kinematic Setup from Sketch:
– Parse the spatial layout from `hand_drawn_throw_sketch.jpg`: place the 76-DoF humanoid (32-DoF body equipped with two 22-DoF five-finger dexterous hands) at the origin facing a table holding a 3-2-1 pyramid of 6 rigid target boxes, with a projectile sphere grasped in the right five-finger hand.
2. Whole-Body Balance & Dexterous Throw Synthesis:
– Synthesize a 50 Hz whole-body throwing trajectory (140 steps, 2.80 s) across four phases: (1) stable stance & 5-finger power grasp closure, (2) torso/shoulder wind-up with ankle-hip Center-of-Mass compensation, (3) forward whipping acceleration, and (4) synchronized 22-DoF five-finger opening at peak hand velocity so the ball launches on a ballistic arc into the pyramid’s second-tier center of mass.
– Verify in `mujoco_warp` contact physics that the humanoid maintains upright balance (< 3 cm pelvis drift) and knocks down all 6 target boxes.
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Unlocking physical understanding with Argon1. Hindsight labeling and data qualityArgon has precise physical understanding of dexterous manipulation and can provide detailed segmentation and text labeling from video. Argon is able to identify poor manipulation segments such as pauses, unstable grasps and fumbles. Given an overhead video of a bimanual ALOHA 2 robot folding a square sheet of paper into an origami fox over 136 seconds, Argon produces a time-aligned 4-level hindsight annotation hierarchy: Episode Goal (G1), 6 contiguous Semantic Subtasks (G2), 17 contact-level Atomic Primitives (G3), and automated Quality Control (QC) reweighting that holds task progress flat during fumbles and retries.
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Argon Multi-Granularity Hindsight & Telemetry HUD.
[Attached: Aloha2_Origami_20250309.mp4]
Produce a time-aligned multi-granularity hindsight annotation JSON with four levels:
1. G1_episode_instruction: Concise imperative sentence describing the overall manipulation goal.
2. G2_subtasks: Contiguous semantic subtask phases specifying which arm(s) anchor vs. fold/rotate the object.
3. G3_atomic_primitives: Fine-grained contact-level primitives (3–15s) aligned with grasp closure, crease sweeps, release, or retry attempts.
4. quality_control_and_reweighting: Hold task_progress_pct flat during non-progressing slip/delamination retry loops and downweight them (0.15x–0.25x) for Behavior Cloning.
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2. Find the odd ballTo recreate the classic 12-ball balance scale puzzle with robots, Argon builds a bimanual Franka FR3 MuJoCo environment with 12 visually identical pool balls (one secretly heavier or lighter) and an articulated Roberval two-pan balance scale. It then writes a vision-only closed-loop solver that triangulates the balls from stereo RGB cameras, visually reads the scale tilt after each weighing, and isolates the odd ball into the Heavy (Red) or Light (Blue) tray within 3 weighings.
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Find the Odd Ball (Vision-Only Closed-Loop Solver): Dual-arm Franka FR3 weighing candidate balls on the Gold/Teal pans, reading stereo scale tilt , and isolating the confirmed Heavy odd ball into the Red tray in 3 weighings.
# Prompt 1 — Physics-Accurate MuJoCo Environment & Benchmark Generation
Make a MuJoCo environment where a dual-arm robot (two 7-DoF Franka FR3 arms with parallel-jaw grippers on a shared tabletop) is tasked to solve the classic 12-ball balance scale weight puzzle from https://www.mathsisfun.com/pool_balls_solution.html.
1. Create 12 visually indistinguishable pool balls in a 2×6 starting rack (11 standard 150 g, 1 odd ball either 270 g or 30 g).
2. Build a functional two-pan Roberval balance scale at the center of the table with parallelogram equality constraints (`mjEQ_JOINT`) so the Left (Gold) and Right (Teal) pans stay horizontal, plus Red (Heavy) and Blue (Light) submission trays.
3. Track distinct settled weighings (`weighing_count`) and reward `1.00` for isolating the true odd ball in the correct Heavy/Light tray within

Gemini 4 Argon: Built to solve your hardest problems
Speeding up robotics developmentBy bringing together advanced visual-semantic reasoning, deep physical understanding, and autonomous code generation, Argon unlocks new workflows across the robotics stack and accelerates progress toward physical AGI. This leap in capability is reflected in Argon’s performance on the Embodied Reasoning (ERQA) benchmark, which tests a model’s ability to understand and solve physical, spatial problems in 3D environments. Relying on pure reasoning, Argon outperforms all other frontier models, with an 87% score.To demonstrate these capabilities in action, we tested Argon’s ability to learn an out-of-distribution physical skill simply by watching. In an internal test, Argon watched a raw video of a human playing cornhole, mapped the spatial coordinates of the environment, and calculated the required whole-body joint movements. It then autonomously built the simulation code. When transferred onto Apptronik’s Apollo humanoid, the robot quickly sank seven consecutive shots in a real-world trial.This “Video-to-Sim-to-Real” pipeline compresses weeks of manual simulation modeling into a few hours, transforming ordinary videos into a scalable, infinite training ground for robotics. Learn more about how this accelerates the pace of development in robotics in our developers blog.

OPEC+ warns soaring shipping, insurance costs impede oil flows
Disruptions to international energy flows have pushed shipping and insurance costs to unprecedented levels of more than one-third of commodity value, impeding the movement of crude oil and petroleum products and adding inflationary pressure, OPEC+ ministers said following an Oct. 12 meeting in Riyadh. The ministers met on the sidelines of the 17th International Energy Forum (IEF) ministerial meeting and the 25th WPC Energy Congress to review market conditions. They stressed the need to safeguard international maritime routes. Elevated transportation and insurance costs are being passed through the oil value chain, prolonging the financial burden on producing and consuming countries and weighing on global economic growth, they said. The statement, as reported, did not identify the routes or commodities behind the cost estimate or explain how it was calculated. Separately, Russian Deputy Prime Minister Alexander Novak said costs had risen five- to tenfold on some routes, citing vessel shortages, military risks, and the closure of the Strait of Hormuz. Ministers reaffirmed their commitment to decisions adopted at the June 7, 2026, OPEC and non-OPEC ministerial meeting. The group said consultations with all OPEC+ countries would continue through existing mechanisms, including the Joint Ministerial Monitoring Committee and ministerial meetings. Ministers also said they would monitor the situation and work with governments, industry stakeholders, and international organizations, including the IEF and International Energy Agency (IEA), to improve global shipping conditions.

Cisco, Nvidia push ultra-dense networking for Ethernet AI fabrics
“USFP will provide a path supporting both 200G and 400G SerDes based systems and ASICs, helping customers scale from today’s 1.6T fabrics,” Gartner and Eatherton wrote in a blog post. “With 16 lanes capable of operating at 400 Gb/s per lane, USFP will deliver 6.4T of aggregate capacity, four times the bandwidth density of today’s 1.6T pluggables,” they added. “The architecture can scale to 32 lanes, providing a path to 12.8T of aggregate capacity. It also creates an opportunity for approximately 1.3x greater power efficiency through the use of 400G SerDes technology, helping operators manage growing power and cooling demands,” Gartner and Eatherton wrote. “Our work has been guided by a shared goal: helping customers accelerate AI adoption while maintaining flexibility, openness, and choice,” Gartner and Eatherton wrote, referring to Cisco and Nvidia’s ongoing collaboration.

The Download: open model trade-offs and geothermal power’s promise
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. Open models have real benefits. Do they outweigh the risks? Anthropic recently released a report arguing that a powerful new model released by the Chinese company Z.ai, poses a major cyberattack risk. Its core concern was that it is freely available for anyone to download and modify. The warning was the latest flashpoint in a debate over whether frontier AI models should be open or kept behind the doors of frontier labs. Safety advocates warn that open models can be misused by bad actors, while supporters argue they could prevent a handful of companies from controlling this powerful technology. Here’s why the debate over open AI is more complicated than it seems.
—Grace Huckins This story is part of MIT Technology Review Explains, our series untangling the complex, messy world of technology to help you understand what’s coming next. Read more from the series here.
10 Climate Tech Companies to Watch: Fervo Energy and its plan to streamline geothermal power Fervo Energy is one of MIT Technology Review’s10 Climate Tech Companies to Watch 2026, available exclusively to subscribers. Fervo Energy wants to expand geothermal power beyond the handful of places where it has traditionally been practical. The company uses horizontal drilling and hydraulic fracturing to open pathways through underground rock, potentially making geothermal development possible in far more places. Now, Fervo is betting that AI’s power boom will help scale up enhanced geothermal energy. With a $2.2 billion public offering and an expanded agreement with Google, it plans to build larger plants and drive down costs. But can its approach work beyond Utah and Nevada? Read the full story to find out. —Eshan Raul Subscribers can now access the full 10 Climate Tech Companies to Watch, spanning everything from sustainable cement to shipping containers packed with old EV batteries. The must-reads I’ve combed the internet to find you today’s most fun/important/scary/fascinating stories about technology. 1 A cyberattack overheated fridges at hundreds of French supermarketsTemperatures rose to 120°F, spoiling food and sparking fires. (BBC)+ The attack has sparked alarm about cyber threats to food security. (FT $)+ It joins a recent wave of cyberattacks and cybercrimes. (CNBC)+ AI is exacerbating the threats. (MIT Technology Review)
2 Meta has launched a bunch of new AI modelsIt hopes the models, built for complex, multi-step tasks, will rival OpenAI’s and Anthropic’s.(BI)+ They scored well on tests of reasoning, writing, and coding. (NYT $)+ Mark Zuckerberg says they bring Meta to the “frontier” of AI. (FT $)+ And will soon power the Muse agent. (Verge) 3 Anthropic warns that AI models may soon self-replicate across devicesWithout even requiring access to data centers. (Reuters $)+ It says models could spread through smart TVs and appliances. (CNBC)+ We’re putting too much faith in AI saying no. (MIT Technology Review) 4 Police have a new AI tool that finds homes from interior photosIt can match single pictures to Airbnb and Zillow listings. (404 Media)+ Police-tech giant Flock is tightening its rules. (MIT Technology Review) 5 The world’s first utility-scale enhanced geothermal plant is onlineFervo Energy’s Utah facility will supply carbon-free electricity. (IEEE)+ AI is uncovering hidden geothermal resources. (MIT Technology Review) 6 Did drone strikes on Yandex data centres blitz Russian bots?Zelenskyy claims the attacks quietened Kremlin-funded social media accounts. (Euronews) + But troll farm experts aren’t convinced. (Verge) 7 NASA’s Perseverance rover has set a Mars driving recordIt’s covered 28 miles since landing in 2021. (Reuters $)+ The rover passed Opportunity after detouring to study ancient rocks. (NYT $) 8 Elon Musk has become the 2026 midterms’ biggest known donorHe gave $158 million to a Republican Senate super PAC. (AP News) 9 Anduril and Palantir founders have backed execution livestreamsPalmer Luckey and Joe Lonsdale support Pete Hegseth’s plan. (Mother Jones)
10 A spacecraft has traced how a mysterious solar switchback formedThe Solar Orbiter’s discovery could improve space weather forecasts. (Gizmodo) Quote of the day
“Many AI researchers have started smoking as a way of signaling to other researchers how much they believe in AI.” —Palantir CTO Shyam Sankar tells CBS News that Silicon Valley’s “social delusion” has convinced researchers to smoke because they expect AI to cure cancer. One more thing A brain implant changed her life. Then it was removed against her will. Sticking an electrode inside a person’s brain can do more than treat a disease. Take the case of Rita Leggett, an Australian woman whose experimental brain implant changed her sense of agency and self. She told researchers that she “became one” with her device. She was devastated when, two years later, she was told she had to remove the implant because the company that made it had gone bust.Her case highlights the need for a new category of legal protection: neuro rights. Explore how they could be protected. —Jessica Hamzelou 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.) + Astronomers have captured the clearest image yet of a medieval supernova.+ Watch centuries-old Chinese paper-cutting techniques create a spectacular work of art.+ Artist Josh Gluckstein creates astonishing animal sculptures from recycled cardboard, including this great white shark.+ An endangered sea turtle named Pancake has returned to the ocean for the first time in months after recovering from hypothermia.

AMD unveils Helion as agentic AI fuels demand for data center CPUs
AMD has introduced Helion, an open blueprint for data center racks that aims to give CPUs a larger role in running AI agents while allowing customers to configure GPU resources around their inference requirements. Based on Open Compute Project (OCP) specifications, the architecture supports different combinations of computing hardware. AMD cited examples including CPU-only racks for hyperscalers, powered by sixth-generation EPYC processors with up to 32,768 cores, and all-in-one enterprise racks accommodating up to 16 Instinct MI350P GPUs. AMD has listed networking bandwidth of up to 102 Tbps for Helion, although the company has not specified how that figure is calculated. The specification represents a planned rack capability rather than demonstrated performance in customer environments.
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