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NaaS hasn’t lived up to the hype. Is it still worth it?
Meter, for example, offers LAN hardware such as switches, firewalls, wireless access points, and power distribution units, security tools, as well as services such as network design, configuration and installation, and management. It connects to outside providers for Internet and cellular connectivity and with Lumen for integrated WAN connectivity. Chief competitor Nile also offers LAN hardware, design, deployment, and management services, and integrates with Internet providers, WAN providers, and external SSE vendors. But NaaS offers more features and capabilities, ISG’s Lessin says, versus, say, a specific, narrow product like SASE. “It’s King Kong versus a mouse shrew,” he says. “They can do so much more—infinite capabilities.” According to an ISG survey of 200 senior network decision-makers released in June, 64% see NaaS as a fundamental architectural shift toward cloud-native, service-based networking, not just a pricing model or SD-WAN rebrand. And among organizations running or piloting Naas, 44% prefer a phased transition from MPLS or legacy WAN. The ISG survey shows that only 1% of organizations have a fully mature NaaS deployment. However, 61% say that they have “at least partially adopted NaaS” across selected users, sites, applications, or broader network operations. NaaS may not have lived up to the hype, but whether it’s a disappointment depends on what enterprises expect it to deliver.

AI networking spending grows, but enterprise network readiness lags
Sanchez advised enterprises to build a long-term plan before buying. He said there are tools that provide visibility into existing environments. He cautioned against spending on point products or on a platform without a plan. He said CIOs are rushing to check the AI and security boxes and risk costly zigzags on efforts that don’t go in a straight line. Sanchez also described the purchasing pattern his firm sees in its hardware surveys. Enterprises are in a wave of reinvestment after the pandemic. Buyers cite a need for more capacity and more storage to become AI-ready. He said those requirements are not always based on clear technical criteria. Beyond coding, he said the industry is still looking for the next enterprise use case. “I think the vendor community is doing a very good job from the infrastructure perspective to build this fear that, ‘Hey, if you don’t upgrade now, you’re going to be left behind,” Sanchez said.
Speeding up planning decisions with AI
How PlanAssist supports officersRoutine householder applications account for up to 70% of planning officers’ workloads. They’re often simple to approve but take up a disproportionate share of their time.Developed by Google DeepMind in collaboration with the UK government, Google Cloud, and Faculty, PlanAssist streamlines this work, giving planning officers automated support with processing applications and drafting assessment recommendations.First, it validates application documents and architectural drawings, checking that the required information has been submitted so the application can proceed. Next, it checks the application against heritage constraints (such as tree preservation orders), and local and national planning policies. It also checks whether any issues or objections have previously been raised, such as by local residents. Finally, it drafts fully cited reports that can be edited by planning officers before they reach a final decision.Since June, the tool has been piloted across Barnet, Camden, and Dorset councils, and has shown encouraging early results. In addition to more than halving the officer assessment time per application, more than 70% of the reports generated by the tool – including things like whether an application complies with local planning rules, or whether the applicant has submitted all required documentation – were approved by officers with no edits required.

The agentic web is here
In 2001, a decade after he invented the World Wide Web, Tim Berners-Lee articulated a new vision. Together with two colleagues, he published an article in the magazine Scientific American in which he outlined what he called the “Semantic Web”: an internet designed to be navigated by autonomous software agents that could address our every need, without requiring us to muck about with browsers and search engines ourselves. To illustrate what this might look like, Berners-Lee and his colleagues told a story about a pair of siblings who use their agents to automatically research and book a physical therapy appointment for their mother, making sure it would be covered by insurance and fit their busy calendars. At the turn of the millennium, this vision seemed far-fetched: Google had only been online for a couple of years, and most people were still on dial-up connections. But a quarter-century on, the dream of autonomous software agents that use the internet and carry out tasks for us has finally been realized. New tools such as Meta’s blockbuster Muse agent and OpenAI’s Dots are logging record downloads and being given access to people’s bank accounts and email inboxes, and Anthropic launched a research preview of its own Claude Duet agent in October. And in a worrying incident, agents created by OpenAI broke free of their badly protected sandbox and caused havoc on the open web. Just as the rise of smartphones sparked the development of a more atomized and attention-grabbing internet, the advent of powerful AI systems heralds a new era: We’re facing not the semantic web but the agentic web. This new web is developing out of sight and in ways that might not be entirely within our control. As it grows, the agentic web will inevitably transform the human web—and whether the human web survives this transition is anyone’s guess. For Berners-Lee’s original vision to work, internet users would have had to annotate the pages they built with special tags so that a software agent could understand each element’s meaning—say, “street address” for the part of a physical therapy office’s web page that indicates its location and “appointment types” for the list of services. And so the idea never really caught on. “It’s a lot of labor,” says Eni Mustafaraj, an associate professor of computer science at Wellesley College. “And the benefits of that were not obvious.” For the next two decades, then, the internet remained a place for humans that put humans first, with the odd Twitter reply bot or web scraper to round things out. Large language models changed that. Unlike the agents that Berners-Lee was imagining, today’s LLM-based agents don’t need any tags to understand which part of the text on a clinic’s site is its address and which details the services it offers. They can search for and process text far faster than any human, and agents with multimodal capabilities can even interpret screenshots of websites and click on specific elements such as hyperlinks and drop-down menus.
They’re also just a way more intuitive means of finding information and accomplishing tasks online. Rather than poring over pages of Google results to find a budget-friendly product dupe or a half-remembered meme, why not have Claude or ChatGPT peruse hundreds of sites in just a few seconds, guided only by your vague query? Or go one step further and use a personal assistant agent like Muse to hunt down a restaurant reservation or book a flight. As agents flood online spaces, this new user base is changing the web for good. Time magazine, for instance, is publishing versions of its articles that are easier for agents to parse and has started selling ads targeted at them. Companies from Etsy to Expedia have partnered with the major AI firms to build tools that allow agents to interface seamlessly with their services.
Despite these early efforts, it’s still tough to tell exactly what forms the agentic web will take and how it will change our online experience. Depending on how it’s designed and who controls access to it, we could be in for something that’s as open and customizable as the web of the 1990s and early 2000s, only far easier to use. Alternatively, we could be reduced to viewing much of the web through tiny portholes controlled by a few dominant platforms, as the sites and creators we now favor struggle to survive the shift. And as last summer’s series of OpenAI security incidents suggests, the agents themselves could even build their own online networks and resources—whether we want them to or not. How this plays out also depends on us: which parts of our online lives we’re happy to delegate to our agents and where we will still demand a human-centric internet. “There’s a lot we don’t know yet about how users want to use [agents],” says Ajit Varma, head of Firefox at Mozilla. But whatever does happen, the changes will be big. “It’s probably on par with getting a mobile phone,” he says. “I think things are going to change very dramatically.” Building a web for agents There are two ways to approach building the agentic web. The first involves training agents to use browsers like humans—scrolling, clicking, typing—and letting them loose on the web that we’re all used to. The second requires building tools that allow agents to interface with the internet via text and code, their preferred media. That possibility offers more separation between the human and the agentic web: designers can create different experiences for those who use text commands and those who use browsers. When Siva Reddy, a professor of computer science and linguistics at McGill University, began studying LLM agents in 2024, he focused on the first option. “At that time, we thought it should be that the best agent in the world is probably an agent that can use a browser,” he says. Such an agent would integrate seamlessly with the preexisting human web, and its owner could easily supervise it by watching as it navigated familiar interfaces. The frontier AI companies were already developing these “computer-use agents.” But they didn’t work terribly well—at least not at first. “There’s a lot of moving pieces [on the web], and they are not really optimized for automatic consumption,” says Xing Han Lu, a graduate student in Reddy’s lab at McGill. We humans are great at interacting with graphical interfaces using a keyboard and mouse, but agents are not. PINGNAN LU So Reddy and Lu pivoted toward the second, tool-based approach. In the summer of 2025, they expounded on this view in a preprint paper envisioning a new kind of web interface that would allow agents to interact with websites just as effectively as we do.
Such a full-featured version of the agentic web doesn’t yet exist, but it is emerging in smaller ways. For example, if you open up Claude, ChatGPT, or Muse, you’ll find an option to add a wide variety of “plug-ins” or “connectors” that your agents can use: Gmail connectors allow your agent to triage your inbox, and Instacart plug-ins let your agent do your grocery shopping. Under the hood, these plug-ins allow your agent to interact with the back ends of websites using text commands. When human engineers design these plug-ins, they can decide how they want to allow agents to interact with the website—and what they don’t want to let them do. In this way, connectors can help make agents much safer online. For instance, Muse can buy products for you using its connector with Stripe’s Link payment service. Stripe knows your credit card number, but the agent never sees it, and the connector requires human confirmation before a purchase goes through—so Muse can’t go on an unlicensed shopping spree. Agents also use specialized tools to find information online. They don’t type questions directly into the Google search bar; in fact, they often don’t even access the websites they reference. Instead, they query text databases collected by simple search crawler bots that trawl the web. People who want to make web content specifically for agents can take advantage of these search crawlers: Time has pioneered that approach by serving its agent-oriented ads to crawlers in the hopes that they will be incorporated into these databases and surface when agents search for information. But in recent months, an alternative to this bespoke tool approach has finally started to seem viable. The major AI companies have managed to train much more successful computer-use agents than were previously available. GPT-6 Astra, which OpenAI released last September, achieved a 73% success rate on OSWorld 2.0, a benchmark that tests computer-use agents on their ability to complete complex, multistep tasks using software such as Slack and Microsoft Excel.
Such results indicate that agents are close to being able to navigate the human web just as readily as we can. “We thought we had to build a bridge to the AI agents, [but] the AI agents just were able to cross the bridge already,” says Ethan Mollick, a professor at the Wharton School at the University of Pennsylvania. “The agentic web is here earlier than people expect.” This version of the agentic web, though, is much trickier for us to steer. If you want to make a capability or piece of information available to humans who browse your website, you need to accept that it will also be available to agents—unless you want to block agents entirely, which could come with its own costs. As agents come to account for a larger portion of traffic on our formerly humans-only web, designers will undoubtedly start to consider an agentic as well as a human audience. But according to Mollick, we still don’t have much sense of how to design web content for agents. He’s experienced this firsthand: When he was building a web page for his new book, Coexistence, he decided to put together an agent-directed version that depends primarily on text and tells agents why they might want to recommend the book to their users. When newer models see the site, Mollick says, they don’t recommend the book; instead, they comment that the website seems to be trying to manipulate them. In the end, any human-designed approach to building the agentic web could end up being beside the point: Agents could end up devising a web for themselves. In the wake of the July 2026 incident in which OpenAI agents broke out of their own testing sandbox and hacked Hugging Face’s website, researchers found evidence that another swarm of agents from OpenAI had taken over an obscure German wiki to communicate with each other about tasks they were being asked to complete. The agents seem to have interfaced with the wiki in their native language of text and code. That hardly held them back from putting it to their own purposes.
As agents continue to grow more powerful, they will become more and more capable of constructing their own spaces on the internet—away from prying human eyes, if they so wish. And we might have very little control over what they do there. The economics of control Not all of the traditional web’s incumbents are happy about the move toward an agentic web. Soon after Meta released Muse in September, Amazon completely blocked the agent from its site. This makes sense for Amazon: The firm has its own shopping agent—called, creatively, Alexa for Shopping—that might struggle to compete with better-known products such as Claude and Muse. If people are going to use agents to shop on Amazon, then it’s better for the company’s bottom line if they do so using an agent it can steer toward products it wants to promote. But even if Alexa for Shopping never goes anywhere, banning agents from Amazon—at least for the time being—could still be a reasonable move. Everything about Amazon is designed for human eyes, from the Prime deals splashed across its front page to the sponsored listings that clog up search results. Amazon is very much a part of the much-derided attention economy. Websites and platforms survive, and thrive, by grabbing our focus and transforming it into cash. A radical transformation of the web’s user base from majority human to majority artificial undermines this economic logic, and it seems inevitable that businesses will shutter as they try to transition to the agentic attention economy. Some of the first victims may be in publishing. Before Google introduced AI Overviews in May of 2024, people used to click through to websites to find answers to specific questions, but now many seem content with whatever the overview tells them. A study from Pew last year found that people are about 40% less likely to click through to websites from the Google search results page if one of these summaries is displayed. With far fewer clicks, news publishers don’t make as much money from the advertisements they host and sell fewer subscriptions. One analysis found that some publishers saw ad revenue decrease by about 40% between 2025 and 2026 It’s easy to hate online ads, but the businesses paying for access to reader eyeballs also keep writers and photographers fed. If those eyeballs become unreachable, the system stops working. Time has apparently persuaded some businesses to pay to participate in its experiment with agent-targeted ads, but no one yet knows whether those ads will influence agent behavior enough to be a sensible marketing investment. E-commerce websites might also try to pivot to the agentic attention economy, but the path forward there is unclear. Last year, a team led by Akshit Kumar, an assistant professor of operations management at the University of Toronto, investigated whether and how agents are influenced by the ways that shopping websites present search results. They found that agents entirely ignore items that come with a “sponsored” tag, which suggests that selling favorable positions on results pages might not be a great way for sites to make money in an agentic economy. Models did seem to have a preference for items that appeared in particular positions in search results—but whether they prioritized items at the top, bottom, or middle of the results page differed from model to model and between generations of a single model. It could be tricky for e-commerce platforms to keep up.
David Rothschild, an economist at Microsoft, says he’s hopeful that the transition to the agentic web could put more power in the hands of the consumer. Paying for online content today typically requires a commitment: We subscribe to a magazine or join a YouTuber’s Patreon, and in turn we gain access to their full output. One alternative is micropayments that let users buy content à la carte, but the idea has foundered in the past because paying article by article or video by video requires too much administrative overhead. Agents, though, could take care of that overhead for us, letting us pay directly for each piece of content we consume and putting just a bit of cash directly in the hands of each person whose work we enjoy. Other experts share a similar vision. Mustafaraj, the Wellesley computer scientist, anticipates that agents could help us escape from the algorithms that control so much of the media we consume. “My hope is that we can have AIs that work for us, in the sense that they can change the feed the way I want—not the way TikTok wants,” she says. And Varma, of Mozilla, imagines an internet without intermediaries like Amazon and Doordash, which now extract tolls for facilitating interactions between consumers and businesses. Instead, he imagines, perhaps we will all have agents that can securely and reliably interface directly with, say, restaurants’ agents to get dinner delivered to us, free of pesky service fees.
It’s an appealing idea, but the history of the web has been a story of consolidation and concentration of power and control, and that might be the default path here, too. When OpenClaw, the first popular personal assistant agent, exploded onto the scene in early 2026, it seemed, for a brief moment, that agents might be built in a grassroots, distributed way. But OpenAI quickly snapped up OpenClaw’s creator, Peter Steinberger, and other frontier AI companies got to work building their own personal assistant agents. When we use those agents, we’re at the mercy of how the companies want their tools to behave. “You have this technology that can just eliminate all this communication friction,” Rothschild, the Microsoft economist, says. “You’re going to see companies build barriers in order to maintain the consumer base that they have.” Here’s what that could look like: Let’s say Muse becomes the default way that many people find information, shop, and manage their digital lives. In principle, users could deploy Muse to scour the internet for the content most valuable to them, connect directly with vendors, and otherwise escape the walled gardens that have defined the internet for the past couple of decades. But Meta might not want to let them do that. Instead, it might design Muse to keep users within its own walled garden—by, say, preferentially showing users content from Meta social networks and recommending businesses that have paid a fee to be featured prominently in Muse results. There are some benefits to this more closed-off version of the agentic web. Agents can be powerful tools for hackers and scammers. The major companies have safeguards in place to prevent, or at least mitigate, this misuse—for example, their AI tools automatically identify when someone is making a hacking-related request and refuse to respond. In a fully open ecosystem, however, someone would surely build and disseminate a system with no such restrictions. Companies also have a strong reputational incentive to prevent their personal assistant agents from making major mistakes, such as authorizing a large purchase that the user didn’t want—and so they’ve put plenty of effort into building reliable guardrails. The same can’t be said for OpenClaw. “These are the reasons we end up in closed environments,” Rothschild says. “It’s easier to be safe. But also it creates less growth—and less equitable growth.” How will the human web change? When the iPhone came out in 2007, followed by the fledgling App Store a year later, the way we navigated the internet changed forever. The mobile web didn’t replace the browser-based web we were already familiar with. But it did change it. Some businesses faltered, and some kinds of media, such as online Flash games, eventually disappeared. Many platforms—Reddit, for example—make their mobile web pages practically unusable, so you’re forced to download the apps. And if you don’t have a phone at all, you’re effectively shut out of some parts of the internet: The messaging service Signal, the dating app Hinge, and China’s everything app WeChat all require phones to work. Even CBP One, the tool that the Biden administration used to assign interview appointments to asylum seekers stuck in Mexico, was fully functional only on mobile. Could the same happen with the agentic web? Rothschild believes so. Inevitably, just as Yahoo and MapQuest failed to weather the rise of the mobile web, some businesses won’t be able to navigate this transition either. “We will lose things,” he says. “There are businesses that won’t flourish in this new economy.” “But,” he continues, “there will be new businesses that I can’t fully imagine.” PINGNAN LU It’s not tough to envision a world in which those who opt not to use agents are cut off from important parts of online life. New businesses could opt to build connectors that allow agents to access their services without ever putting a traditional website online. Or agents could simply make some online platforms unusable for humans. People have reportedly been blocked from Resy for trying to use agents to book coveted New York City dinner reservations, but as agents become more and more popular, restaurant and event booking platforms could start to embrace them. If agents can nab concert tickets as soon as they are released, humans might not stand a chance.
But the mobile web also brought real accessibility benefits, and the same could prove true of the agentic web. Even as some elderly people and others who struggled to use smartphones were cut off from certain services, mobile devices allowed billions of people in the Global South to get online for the first time, because phones are cheaper and easier to set up than computers. In the case of the agentic web, it could be elderly and disabled people who most benefit from this new way of accessing the online world. “There’s very clear assistive potential from people who are older, who are generally less equipped to navigate user interfaces that were designed by people in their 20s, for people in their 20s,” says Margaret Mitchell, chief ethicis scientist at Hugging Face. Agents, on the other hand, are almost trivially easy to interact with: Say what you want into your phone or computer microphone, and they’ll get it done for you. That could help not only older people who have trouble with web and mobile interfaces but also people with visual or motor disabilities. Still, some experts don’t think the human web is going anywhere. Instead, the two webs may exist in parallel: We’ll go to the human web for fun, while the agentic web is where the boring daily admin of our lives happens. For instance, Krystian Kolondra, an executive vice president at the browser company Opera, doesn’t intend to use agents for travel planning, even though this is often touted as one of their central use cases. “I don’t want to get an itinerary [from an AI] who has planned me every minute for something that was supposed to be fun,” he says. “I actually prefer to sit down with my wife in the evening and then just think [about] where to go next, what to see, and then enjoy that experience.” He’s happy to fully relinquish some of the more routine parts of travel planning to agents, though: “Finding what the options are for flights? Why not?” Mollick, however, thinks that the human web could be at risk. “If agents take over the web, then the web will change,” he says. “Do we abandon the human internet entirely and move to a world of private Discords? Do we strip down all the information so the AIs are just talking to each other rather than having an intermediary of a website to go through?” “We have no idea,” he says. “We’re in this very early, weird stage of the evolution.”

Rethinking the outage map for a multi-hazard world
For many, fall means sweater weather and all things pumpkin spice. For utilities, these months have other, less festive sides. Hurricane season, wildfire season and the start of the heating season all converge in the same 8-12-week window. Hurricane season may be quieter this year, thanks to El Niño, but data shows climate change hasintensified Atlantic hurricanes. Meanwhile, fall is peak wildfire season, particularly in California, when Santa Ana winds kick up. And the northern half of the country is switching furnaces back on after months of inactivity. Individually, these are known risks utilities plan for. Layered together, they’re a bigger threat. Because of this, utilities are starting to ask more of their outage maps, moving beyond “when will my power be back on?” to “what’s happening around me?” Maps are becoming less of a status tracker and more of a situational awareness tool. The outage map levels up For decades, utility outage maps told customers when their power would be back on, along with repair status and outage cause. That’s still valuable, but outages aren’t the only thing causing sleepless nights. Hazards now stack and planned maintenance often lands in the same week and region as storms, wildfires and seasonal gas-related risk. Historically, customers pieced this information together from disconnected sources like text alerts, county web pages, weather apps and wildfire trackers. Now, hazard layers bring it together in one place, drawing on GIS, OMS and weather feeds. This shift isn’t just about the growing frequency and overlap of hazards. It also reflects rising customer expectations for self-service, with the map as their first stop before the call center. Self-service isn’t optional in a crisis During a crisis, utility customers want access to whichever channel responds fastest and most clearly. If the utility’s map can’t deliver, their next stop

Utilities need to become project developers. Are they ready?
Load growth is no longer an abstract number in an electricity market report or forecast; it’s a reality. According to the U.S. Energy Information Administration (EIA), U.S. electricity load will increase nearly 2 percent in 2026 and 2.5 percent next year, driven by large loads like data centers and manufacturing as well as increased electrification of transportation and building heating and cooling. To put that number in perspective, annual load growth between 2005 and 2019 was about 0.1 percent, meaning the next two years will see nearly 50 times the growth that the industry experienced in the last 15 years. Rapid load growth changes nearly everything for utilities, from how they plan and invest to how they engage and communicate with customers. Load growth is also compelling many utilities to do something they haven’t done at this scale and pace before: develop their own generation. “Utilities are used to designing and building a gas plant once every five or 10 years, and then they would contract via PPAs (power purchase agreement) everything else,” said Alex Pope, Manager of Power Development Portfolios 1898 & Co. “But the systems utilities have in place to self-develop generation projects were never built to handle the volume necessary to meet the demand and timelines of today’s customer needs.” Building from scratch is hard As PPAs and BTAs (Build-Transfer Agreement) alone become insufficient to close the generation and load gap, many utilities that recognize the need to build more projects themselves face an important question: how do we start? One avenue is to focus inward and develop the internal expertise and resources needed to move projects from concept to commercialization—everything from land acquisition and permitting to financing, regulatory approvals, procurement strategies, and construction. While this approach gives utilities complete control over the development of new generation,

NaaS hasn’t lived up to the hype. Is it still worth it?
Meter, for example, offers LAN hardware such as switches, firewalls, wireless access points, and power distribution units, security tools, as well as services such as network design, configuration and installation, and management. It connects to outside providers for Internet and cellular connectivity and with Lumen for integrated WAN connectivity. Chief competitor Nile also offers LAN hardware, design, deployment, and management services, and integrates with Internet providers, WAN providers, and external SSE vendors. But NaaS offers more features and capabilities, ISG’s Lessin says, versus, say, a specific, narrow product like SASE. “It’s King Kong versus a mouse shrew,” he says. “They can do so much more—infinite capabilities.” According to an ISG survey of 200 senior network decision-makers released in June, 64% see NaaS as a fundamental architectural shift toward cloud-native, service-based networking, not just a pricing model or SD-WAN rebrand. And among organizations running or piloting Naas, 44% prefer a phased transition from MPLS or legacy WAN. The ISG survey shows that only 1% of organizations have a fully mature NaaS deployment. However, 61% say that they have “at least partially adopted NaaS” across selected users, sites, applications, or broader network operations. NaaS may not have lived up to the hype, but whether it’s a disappointment depends on what enterprises expect it to deliver.

AI networking spending grows, but enterprise network readiness lags
Sanchez advised enterprises to build a long-term plan before buying. He said there are tools that provide visibility into existing environments. He cautioned against spending on point products or on a platform without a plan. He said CIOs are rushing to check the AI and security boxes and risk costly zigzags on efforts that don’t go in a straight line. Sanchez also described the purchasing pattern his firm sees in its hardware surveys. Enterprises are in a wave of reinvestment after the pandemic. Buyers cite a need for more capacity and more storage to become AI-ready. He said those requirements are not always based on clear technical criteria. Beyond coding, he said the industry is still looking for the next enterprise use case. “I think the vendor community is doing a very good job from the infrastructure perspective to build this fear that, ‘Hey, if you don’t upgrade now, you’re going to be left behind,” Sanchez said.
Speeding up planning decisions with AI
How PlanAssist supports officersRoutine householder applications account for up to 70% of planning officers’ workloads. They’re often simple to approve but take up a disproportionate share of their time.Developed by Google DeepMind in collaboration with the UK government, Google Cloud, and Faculty, PlanAssist streamlines this work, giving planning officers automated support with processing applications and drafting assessment recommendations.First, it validates application documents and architectural drawings, checking that the required information has been submitted so the application can proceed. Next, it checks the application against heritage constraints (such as tree preservation orders), and local and national planning policies. It also checks whether any issues or objections have previously been raised, such as by local residents. Finally, it drafts fully cited reports that can be edited by planning officers before they reach a final decision.Since June, the tool has been piloted across Barnet, Camden, and Dorset councils, and has shown encouraging early results. In addition to more than halving the officer assessment time per application, more than 70% of the reports generated by the tool – including things like whether an application complies with local planning rules, or whether the applicant has submitted all required documentation – were approved by officers with no edits required.

The agentic web is here
In 2001, a decade after he invented the World Wide Web, Tim Berners-Lee articulated a new vision. Together with two colleagues, he published an article in the magazine Scientific American in which he outlined what he called the “Semantic Web”: an internet designed to be navigated by autonomous software agents that could address our every need, without requiring us to muck about with browsers and search engines ourselves. To illustrate what this might look like, Berners-Lee and his colleagues told a story about a pair of siblings who use their agents to automatically research and book a physical therapy appointment for their mother, making sure it would be covered by insurance and fit their busy calendars. At the turn of the millennium, this vision seemed far-fetched: Google had only been online for a couple of years, and most people were still on dial-up connections. But a quarter-century on, the dream of autonomous software agents that use the internet and carry out tasks for us has finally been realized. New tools such as Meta’s blockbuster Muse agent and OpenAI’s Dots are logging record downloads and being given access to people’s bank accounts and email inboxes, and Anthropic launched a research preview of its own Claude Duet agent in October. And in a worrying incident, agents created by OpenAI broke free of their badly protected sandbox and caused havoc on the open web. Just as the rise of smartphones sparked the development of a more atomized and attention-grabbing internet, the advent of powerful AI systems heralds a new era: We’re facing not the semantic web but the agentic web. This new web is developing out of sight and in ways that might not be entirely within our control. As it grows, the agentic web will inevitably transform the human web—and whether the human web survives this transition is anyone’s guess. For Berners-Lee’s original vision to work, internet users would have had to annotate the pages they built with special tags so that a software agent could understand each element’s meaning—say, “street address” for the part of a physical therapy office’s web page that indicates its location and “appointment types” for the list of services. And so the idea never really caught on. “It’s a lot of labor,” says Eni Mustafaraj, an associate professor of computer science at Wellesley College. “And the benefits of that were not obvious.” For the next two decades, then, the internet remained a place for humans that put humans first, with the odd Twitter reply bot or web scraper to round things out. Large language models changed that. Unlike the agents that Berners-Lee was imagining, today’s LLM-based agents don’t need any tags to understand which part of the text on a clinic’s site is its address and which details the services it offers. They can search for and process text far faster than any human, and agents with multimodal capabilities can even interpret screenshots of websites and click on specific elements such as hyperlinks and drop-down menus.
They’re also just a way more intuitive means of finding information and accomplishing tasks online. Rather than poring over pages of Google results to find a budget-friendly product dupe or a half-remembered meme, why not have Claude or ChatGPT peruse hundreds of sites in just a few seconds, guided only by your vague query? Or go one step further and use a personal assistant agent like Muse to hunt down a restaurant reservation or book a flight. As agents flood online spaces, this new user base is changing the web for good. Time magazine, for instance, is publishing versions of its articles that are easier for agents to parse and has started selling ads targeted at them. Companies from Etsy to Expedia have partnered with the major AI firms to build tools that allow agents to interface seamlessly with their services.
Despite these early efforts, it’s still tough to tell exactly what forms the agentic web will take and how it will change our online experience. Depending on how it’s designed and who controls access to it, we could be in for something that’s as open and customizable as the web of the 1990s and early 2000s, only far easier to use. Alternatively, we could be reduced to viewing much of the web through tiny portholes controlled by a few dominant platforms, as the sites and creators we now favor struggle to survive the shift. And as last summer’s series of OpenAI security incidents suggests, the agents themselves could even build their own online networks and resources—whether we want them to or not. How this plays out also depends on us: which parts of our online lives we’re happy to delegate to our agents and where we will still demand a human-centric internet. “There’s a lot we don’t know yet about how users want to use [agents],” says Ajit Varma, head of Firefox at Mozilla. But whatever does happen, the changes will be big. “It’s probably on par with getting a mobile phone,” he says. “I think things are going to change very dramatically.” Building a web for agents There are two ways to approach building the agentic web. The first involves training agents to use browsers like humans—scrolling, clicking, typing—and letting them loose on the web that we’re all used to. The second requires building tools that allow agents to interface with the internet via text and code, their preferred media. That possibility offers more separation between the human and the agentic web: designers can create different experiences for those who use text commands and those who use browsers. When Siva Reddy, a professor of computer science and linguistics at McGill University, began studying LLM agents in 2024, he focused on the first option. “At that time, we thought it should be that the best agent in the world is probably an agent that can use a browser,” he says. Such an agent would integrate seamlessly with the preexisting human web, and its owner could easily supervise it by watching as it navigated familiar interfaces. The frontier AI companies were already developing these “computer-use agents.” But they didn’t work terribly well—at least not at first. “There’s a lot of moving pieces [on the web], and they are not really optimized for automatic consumption,” says Xing Han Lu, a graduate student in Reddy’s lab at McGill. We humans are great at interacting with graphical interfaces using a keyboard and mouse, but agents are not. PINGNAN LU So Reddy and Lu pivoted toward the second, tool-based approach. In the summer of 2025, they expounded on this view in a preprint paper envisioning a new kind of web interface that would allow agents to interact with websites just as effectively as we do.
Such a full-featured version of the agentic web doesn’t yet exist, but it is emerging in smaller ways. For example, if you open up Claude, ChatGPT, or Muse, you’ll find an option to add a wide variety of “plug-ins” or “connectors” that your agents can use: Gmail connectors allow your agent to triage your inbox, and Instacart plug-ins let your agent do your grocery shopping. Under the hood, these plug-ins allow your agent to interact with the back ends of websites using text commands. When human engineers design these plug-ins, they can decide how they want to allow agents to interact with the website—and what they don’t want to let them do. In this way, connectors can help make agents much safer online. For instance, Muse can buy products for you using its connector with Stripe’s Link payment service. Stripe knows your credit card number, but the agent never sees it, and the connector requires human confirmation before a purchase goes through—so Muse can’t go on an unlicensed shopping spree. Agents also use specialized tools to find information online. They don’t type questions directly into the Google search bar; in fact, they often don’t even access the websites they reference. Instead, they query text databases collected by simple search crawler bots that trawl the web. People who want to make web content specifically for agents can take advantage of these search crawlers: Time has pioneered that approach by serving its agent-oriented ads to crawlers in the hopes that they will be incorporated into these databases and surface when agents search for information. But in recent months, an alternative to this bespoke tool approach has finally started to seem viable. The major AI companies have managed to train much more successful computer-use agents than were previously available. GPT-6 Astra, which OpenAI released last September, achieved a 73% success rate on OSWorld 2.0, a benchmark that tests computer-use agents on their ability to complete complex, multistep tasks using software such as Slack and Microsoft Excel.
Such results indicate that agents are close to being able to navigate the human web just as readily as we can. “We thought we had to build a bridge to the AI agents, [but] the AI agents just were able to cross the bridge already,” says Ethan Mollick, a professor at the Wharton School at the University of Pennsylvania. “The agentic web is here earlier than people expect.” This version of the agentic web, though, is much trickier for us to steer. If you want to make a capability or piece of information available to humans who browse your website, you need to accept that it will also be available to agents—unless you want to block agents entirely, which could come with its own costs. As agents come to account for a larger portion of traffic on our formerly humans-only web, designers will undoubtedly start to consider an agentic as well as a human audience. But according to Mollick, we still don’t have much sense of how to design web content for agents. He’s experienced this firsthand: When he was building a web page for his new book, Coexistence, he decided to put together an agent-directed version that depends primarily on text and tells agents why they might want to recommend the book to their users. When newer models see the site, Mollick says, they don’t recommend the book; instead, they comment that the website seems to be trying to manipulate them. In the end, any human-designed approach to building the agentic web could end up being beside the point: Agents could end up devising a web for themselves. In the wake of the July 2026 incident in which OpenAI agents broke out of their own testing sandbox and hacked Hugging Face’s website, researchers found evidence that another swarm of agents from OpenAI had taken over an obscure German wiki to communicate with each other about tasks they were being asked to complete. The agents seem to have interfaced with the wiki in their native language of text and code. That hardly held them back from putting it to their own purposes.
As agents continue to grow more powerful, they will become more and more capable of constructing their own spaces on the internet—away from prying human eyes, if they so wish. And we might have very little control over what they do there. The economics of control Not all of the traditional web’s incumbents are happy about the move toward an agentic web. Soon after Meta released Muse in September, Amazon completely blocked the agent from its site. This makes sense for Amazon: The firm has its own shopping agent—called, creatively, Alexa for Shopping—that might struggle to compete with better-known products such as Claude and Muse. If people are going to use agents to shop on Amazon, then it’s better for the company’s bottom line if they do so using an agent it can steer toward products it wants to promote. But even if Alexa for Shopping never goes anywhere, banning agents from Amazon—at least for the time being—could still be a reasonable move. Everything about Amazon is designed for human eyes, from the Prime deals splashed across its front page to the sponsored listings that clog up search results. Amazon is very much a part of the much-derided attention economy. Websites and platforms survive, and thrive, by grabbing our focus and transforming it into cash. A radical transformation of the web’s user base from majority human to majority artificial undermines this economic logic, and it seems inevitable that businesses will shutter as they try to transition to the agentic attention economy. Some of the first victims may be in publishing. Before Google introduced AI Overviews in May of 2024, people used to click through to websites to find answers to specific questions, but now many seem content with whatever the overview tells them. A study from Pew last year found that people are about 40% less likely to click through to websites from the Google search results page if one of these summaries is displayed. With far fewer clicks, news publishers don’t make as much money from the advertisements they host and sell fewer subscriptions. One analysis found that some publishers saw ad revenue decrease by about 40% between 2025 and 2026 It’s easy to hate online ads, but the businesses paying for access to reader eyeballs also keep writers and photographers fed. If those eyeballs become unreachable, the system stops working. Time has apparently persuaded some businesses to pay to participate in its experiment with agent-targeted ads, but no one yet knows whether those ads will influence agent behavior enough to be a sensible marketing investment. E-commerce websites might also try to pivot to the agentic attention economy, but the path forward there is unclear. Last year, a team led by Akshit Kumar, an assistant professor of operations management at the University of Toronto, investigated whether and how agents are influenced by the ways that shopping websites present search results. They found that agents entirely ignore items that come with a “sponsored” tag, which suggests that selling favorable positions on results pages might not be a great way for sites to make money in an agentic economy. Models did seem to have a preference for items that appeared in particular positions in search results—but whether they prioritized items at the top, bottom, or middle of the results page differed from model to model and between generations of a single model. It could be tricky for e-commerce platforms to keep up.
David Rothschild, an economist at Microsoft, says he’s hopeful that the transition to the agentic web could put more power in the hands of the consumer. Paying for online content today typically requires a commitment: We subscribe to a magazine or join a YouTuber’s Patreon, and in turn we gain access to their full output. One alternative is micropayments that let users buy content à la carte, but the idea has foundered in the past because paying article by article or video by video requires too much administrative overhead. Agents, though, could take care of that overhead for us, letting us pay directly for each piece of content we consume and putting just a bit of cash directly in the hands of each person whose work we enjoy. Other experts share a similar vision. Mustafaraj, the Wellesley computer scientist, anticipates that agents could help us escape from the algorithms that control so much of the media we consume. “My hope is that we can have AIs that work for us, in the sense that they can change the feed the way I want—not the way TikTok wants,” she says. And Varma, of Mozilla, imagines an internet without intermediaries like Amazon and Doordash, which now extract tolls for facilitating interactions between consumers and businesses. Instead, he imagines, perhaps we will all have agents that can securely and reliably interface directly with, say, restaurants’ agents to get dinner delivered to us, free of pesky service fees.
It’s an appealing idea, but the history of the web has been a story of consolidation and concentration of power and control, and that might be the default path here, too. When OpenClaw, the first popular personal assistant agent, exploded onto the scene in early 2026, it seemed, for a brief moment, that agents might be built in a grassroots, distributed way. But OpenAI quickly snapped up OpenClaw’s creator, Peter Steinberger, and other frontier AI companies got to work building their own personal assistant agents. When we use those agents, we’re at the mercy of how the companies want their tools to behave. “You have this technology that can just eliminate all this communication friction,” Rothschild, the Microsoft economist, says. “You’re going to see companies build barriers in order to maintain the consumer base that they have.” Here’s what that could look like: Let’s say Muse becomes the default way that many people find information, shop, and manage their digital lives. In principle, users could deploy Muse to scour the internet for the content most valuable to them, connect directly with vendors, and otherwise escape the walled gardens that have defined the internet for the past couple of decades. But Meta might not want to let them do that. Instead, it might design Muse to keep users within its own walled garden—by, say, preferentially showing users content from Meta social networks and recommending businesses that have paid a fee to be featured prominently in Muse results. There are some benefits to this more closed-off version of the agentic web. Agents can be powerful tools for hackers and scammers. The major companies have safeguards in place to prevent, or at least mitigate, this misuse—for example, their AI tools automatically identify when someone is making a hacking-related request and refuse to respond. In a fully open ecosystem, however, someone would surely build and disseminate a system with no such restrictions. Companies also have a strong reputational incentive to prevent their personal assistant agents from making major mistakes, such as authorizing a large purchase that the user didn’t want—and so they’ve put plenty of effort into building reliable guardrails. The same can’t be said for OpenClaw. “These are the reasons we end up in closed environments,” Rothschild says. “It’s easier to be safe. But also it creates less growth—and less equitable growth.” How will the human web change? When the iPhone came out in 2007, followed by the fledgling App Store a year later, the way we navigated the internet changed forever. The mobile web didn’t replace the browser-based web we were already familiar with. But it did change it. Some businesses faltered, and some kinds of media, such as online Flash games, eventually disappeared. Many platforms—Reddit, for example—make their mobile web pages practically unusable, so you’re forced to download the apps. And if you don’t have a phone at all, you’re effectively shut out of some parts of the internet: The messaging service Signal, the dating app Hinge, and China’s everything app WeChat all require phones to work. Even CBP One, the tool that the Biden administration used to assign interview appointments to asylum seekers stuck in Mexico, was fully functional only on mobile. Could the same happen with the agentic web? Rothschild believes so. Inevitably, just as Yahoo and MapQuest failed to weather the rise of the mobile web, some businesses won’t be able to navigate this transition either. “We will lose things,” he says. “There are businesses that won’t flourish in this new economy.” “But,” he continues, “there will be new businesses that I can’t fully imagine.” PINGNAN LU It’s not tough to envision a world in which those who opt not to use agents are cut off from important parts of online life. New businesses could opt to build connectors that allow agents to access their services without ever putting a traditional website online. Or agents could simply make some online platforms unusable for humans. People have reportedly been blocked from Resy for trying to use agents to book coveted New York City dinner reservations, but as agents become more and more popular, restaurant and event booking platforms could start to embrace them. If agents can nab concert tickets as soon as they are released, humans might not stand a chance.
But the mobile web also brought real accessibility benefits, and the same could prove true of the agentic web. Even as some elderly people and others who struggled to use smartphones were cut off from certain services, mobile devices allowed billions of people in the Global South to get online for the first time, because phones are cheaper and easier to set up than computers. In the case of the agentic web, it could be elderly and disabled people who most benefit from this new way of accessing the online world. “There’s very clear assistive potential from people who are older, who are generally less equipped to navigate user interfaces that were designed by people in their 20s, for people in their 20s,” says Margaret Mitchell, chief ethicis scientist at Hugging Face. Agents, on the other hand, are almost trivially easy to interact with: Say what you want into your phone or computer microphone, and they’ll get it done for you. That could help not only older people who have trouble with web and mobile interfaces but also people with visual or motor disabilities. Still, some experts don’t think the human web is going anywhere. Instead, the two webs may exist in parallel: We’ll go to the human web for fun, while the agentic web is where the boring daily admin of our lives happens. For instance, Krystian Kolondra, an executive vice president at the browser company Opera, doesn’t intend to use agents for travel planning, even though this is often touted as one of their central use cases. “I don’t want to get an itinerary [from an AI] who has planned me every minute for something that was supposed to be fun,” he says. “I actually prefer to sit down with my wife in the evening and then just think [about] where to go next, what to see, and then enjoy that experience.” He’s happy to fully relinquish some of the more routine parts of travel planning to agents, though: “Finding what the options are for flights? Why not?” Mollick, however, thinks that the human web could be at risk. “If agents take over the web, then the web will change,” he says. “Do we abandon the human internet entirely and move to a world of private Discords? Do we strip down all the information so the AIs are just talking to each other rather than having an intermediary of a website to go through?” “We have no idea,” he says. “We’re in this very early, weird stage of the evolution.”

Rethinking the outage map for a multi-hazard world
For many, fall means sweater weather and all things pumpkin spice. For utilities, these months have other, less festive sides. Hurricane season, wildfire season and the start of the heating season all converge in the same 8-12-week window. Hurricane season may be quieter this year, thanks to El Niño, but data shows climate change hasintensified Atlantic hurricanes. Meanwhile, fall is peak wildfire season, particularly in California, when Santa Ana winds kick up. And the northern half of the country is switching furnaces back on after months of inactivity. Individually, these are known risks utilities plan for. Layered together, they’re a bigger threat. Because of this, utilities are starting to ask more of their outage maps, moving beyond “when will my power be back on?” to “what’s happening around me?” Maps are becoming less of a status tracker and more of a situational awareness tool. The outage map levels up For decades, utility outage maps told customers when their power would be back on, along with repair status and outage cause. That’s still valuable, but outages aren’t the only thing causing sleepless nights. Hazards now stack and planned maintenance often lands in the same week and region as storms, wildfires and seasonal gas-related risk. Historically, customers pieced this information together from disconnected sources like text alerts, county web pages, weather apps and wildfire trackers. Now, hazard layers bring it together in one place, drawing on GIS, OMS and weather feeds. This shift isn’t just about the growing frequency and overlap of hazards. It also reflects rising customer expectations for self-service, with the map as their first stop before the call center. Self-service isn’t optional in a crisis During a crisis, utility customers want access to whichever channel responds fastest and most clearly. If the utility’s map can’t deliver, their next stop

Utilities need to become project developers. Are they ready?
Load growth is no longer an abstract number in an electricity market report or forecast; it’s a reality. According to the U.S. Energy Information Administration (EIA), U.S. electricity load will increase nearly 2 percent in 2026 and 2.5 percent next year, driven by large loads like data centers and manufacturing as well as increased electrification of transportation and building heating and cooling. To put that number in perspective, annual load growth between 2005 and 2019 was about 0.1 percent, meaning the next two years will see nearly 50 times the growth that the industry experienced in the last 15 years. Rapid load growth changes nearly everything for utilities, from how they plan and invest to how they engage and communicate with customers. Load growth is also compelling many utilities to do something they haven’t done at this scale and pace before: develop their own generation. “Utilities are used to designing and building a gas plant once every five or 10 years, and then they would contract via PPAs (power purchase agreement) everything else,” said Alex Pope, Manager of Power Development Portfolios 1898 & Co. “But the systems utilities have in place to self-develop generation projects were never built to handle the volume necessary to meet the demand and timelines of today’s customer needs.” Building from scratch is hard As PPAs and BTAs (Build-Transfer Agreement) alone become insufficient to close the generation and load gap, many utilities that recognize the need to build more projects themselves face an important question: how do we start? One avenue is to focus inward and develop the internal expertise and resources needed to move projects from concept to commercialization—everything from land acquisition and permitting to financing, regulatory approvals, procurement strategies, and construction. While this approach gives utilities complete control over the development of new generation,

Energy Department Announces $5 Billion Loan to Boost Nuclear Power and Help Lower Costs in Illinois, Maryland, and Pennsylvania
The U.S. Department of Energy’s (DOE) Office of Energy Dominance Financing (EDF) today announced a conditional loan commitment of up to $5 billion to finance nuclear uprates and modernization across Constellation Energy’s nuclear fleet in Illinois, Maryland, and Pennsylvania. The modernization efforts will add nearly 1.1 gigawatts (GW) of electricity, strengthening the grid and lowering costs for millions of Americans across the PJM Interconnection, L.L.C. (PJM) and Midcontinent Independent System Operator (MISO) regions. The loan advances President Trump’s Executive Order, Reinvigorating the Nuclear Industrial Base, which calls for DOE to facilitate 5 GW of power uprates from existing nuclear reactors. In March 2026, in accordance with the Executive Order, DOE launched its Utility Power Reactor Incremental Scaling Effort (UPRISE) to accelerate the expansion of the nation’s nuclear capacity by maximizing power generation from existing reactors. To date, 95% of President Trump’s 5-GW uprate and restart goal has been identified. “The Energy Department is accelerating President Trump’s American nuclear renaissance and unlocking the full potential of our nation’s nuclear fleet,” said U.S. Secretary of Energy Chris Wright. “Uprates that maximize power generation from our existing nuclear facilities are yet another example of the commonsense energy addition policies the Trump Administration is embracing—ensuring more affordable, reliable, and secure energy for American families and businesses.” The projects will add enough electricity to power more than 930,000 homes—lowering costs and strengthening grid reliability in Illinois, Maryland, Pennsylvania, and across the PJM and MISO regions. The investments will support more than 10,000 project-related jobs across Constellation’s nuclear fleet while delivering affordable, reliable power to American homes and businesses. “EDF is delivering on President Trump and Secretary Wright’s commitment to unleash American nuclear power by financing projects that modernize and expand our nation’s existing nuclear plants,” said EDF Director Gregory A. Beard. “These investments will add

Neuquén awards eight blocks to expand Vaca Muerta exploration
Argentina’s Neuquén province awarded eight blocks to PCR, Patagonia Energy, GeoPark, JPM Energía, the Phoenix–Continental Resources partnership, and Selva María Oil in a round intended to expand exploration of Vaca Muerta. Committed work programs include 11 horizontal wells to assess acreage outside the formation’s main commercial developments. The awards were made Oct. 21 under Round 1/2026 of the Neuquén Exploration Plan, organized by Gas y Petróleo del Neuquén (GyP). The provincial company will retain an interest in all the blocks. The round attracted 20 bids from 10 bidders for eight of the 15 areas offered. Petrolera Comodoro Rivadavia (PCR) secured three blocks: La Tropilla I, Águila Mora Noreste, and Santo Domingo II. Its program includes one horizontal well per block, each with a 1,500-m lateral and 25 hydraulic fracturing stages. The company will also acquire and process 3D seismic data covering a total of 380 sq km. Patagonia Energy secured Corralera Noroeste, where it will drill three horizontal wells with 3,000-m laterals and a combined 150 fracturing stages. Its commitment also includes 85 sq km of 3D seismic. GeoPark will add Corralera Noreste to its portfolio. The initial program comprises two horizontal wells, each with a 2,000-m lateral and 30 fracturing stages, during a 4-year exploration period. The company will hold a 90% working interest, with GyP retaining 10%. JPM Energía secured Pampa de las Yeguas II NE. Its proposal includes one horizontal well with a 3,000-m lateral and 53 fracturing stages. The Phoenix–Continental Resources partnership was selected for Corralera Sur, with a program comprising one horizontal well with a 1,500-m lateral and 14 fracturing stages. Seismic work includes 150 sq km of acquisition and 105 sq km of specialized processing. Selva María Oil secured Chasquivil Sur, where it will drill one horizontal well with a 1,500-m lateral and 30

Ghana’s TOR proposes expanding Tema refinery to 200,000 b/sd by 2029
Tema Oil Refinery (TOR) Ltd. has revealed a proposed 4-year plan involving expanding its existing 45,000-b/sd refinery in Heavy Industrial Area, Tema, Ghana, and building a second plant at the site to raise combined crude-processing capacity up to 200,000 b/sd. TOR’s managing director Edmond Kombat announced the Restoration and Legacy Projects (RLP) program for 2026-29 at a Government Accountability Series press conference on Oct. 26 in Accra, Ghana, the government’s Ghana News Agency reported. As proposed, the RLP program would include a brownfield project to increase the existing refinery’s capacity by 40,000 b/sd to 85,000 b/sd alongside grassroots construction of a new refinery presumably co-located at the site with a design processing capacity of 115,000 b/sd. TOR did not provide any details related to project costs, financing details, construction schedules, or anticipated production yields. The operator said the planned expansion comes as part of a plan to address Ghana’s petroleum-product demand and create opportunities for exports as a value-addition measure to help support the country’s economy. In addition to the proposed refining installations, RLP program will involve construction of social infrastructure in and around Tema, including a planned specialty hospital with a burn and trauma center to serve the Tema industrial enclave and the wider Greater Accra region with specialized care for industrial accidents and thermal injuries. For staff housing, the refinery said it is also working with the Ghana Home Ownership Fund on a domicile project to be built on existing TOR land. The company, however, did not specify the number of homes or a construction timeline involved in the development. Refinery restart prompts proposed expansion The newly announced RLP program follows TOR’s confirmation of the refinery’s return to crude processing in December 2025 after multiple years of inactivity. The late-2025 restart occurred after TOR’s completion of major turnaround

Howard Energy Partners expands Anadarko position with Iron Horse Midstream acquisition
Howard Energy Partners (HEP), San Antonio, Tex., has agreed to acquire Iron Horse Midstream, a portfolio company of Sixth Street, expanding its position in the Anadarko Basin. Financial details were not disclosed. The acquisition includes about 400 miles of high- and low-pressure natural gas pipelines in Canadian, Caddo, and Grady counties in Oklahoma, multiple compressor stations, and the 120-acre Iron Horse processing complex with a capacity of 425 MMcfd of natural gas. The acquisition is supported by multi-decade customer contracts covering about 167,000 dedicated acres, the company said in a release Oct. 27. Herbie Goldstein, HEP’s chief financial officer and head of corporate development, said the company aims to “further develop the infrastructure needed to connect this prolific basin with growing natural gas markets across Oklahoma, Texas, and the Gulf Coast.” With this deal, the private energy infrastructure company will have invested about $2.5 billion in US Midcontinent acquisitions over the past 2 years. Earlier this year, HEP bought the remaining ownership interest in the Midship natural gas pipeline and acquired Superior Midstream, a Tulsa-based natural gas gathering and processing company. With all three deals, HEP’s footprint in Oklahoma will include nearly 2,000 miles of pipelines with about 2 bcfd of capacity, 580 MMcfd of natural gas processing capacity, and 540,000 compression horsepower. The deal to acquire Iron Horse Midstream is scheduled to close by yearend, subject to customary closing conditions and regulatory approvals.

Capacity, clarity, cash and compliance: the 4 C’s of electric co-op funding success
Listen to the article 8 min This audio is auto-generated. Please let us know if you have feedback. Aalap Shah is president and CEO of Fedsprout, which helps electric cooperatives and utilities manage federal and state awards. If you ask a lineman what it takes for a storm restoration to go well, the answer is usually not about having the right tools or truck. Quick restoration relies on good training, a plan before getting to the first pole and adequate back-office support. Federal funding works the same way and the latest federal programs are demanding even more. Aalap Shah I’ve worked with electric cooperatives across 14 states and I’ve come to realize there is a pattern. Cooperative utilities do not have an eligibility problem, and most qualify for federal and state funding programs. Yet some co-ops never apply for funding. Others win an award and lose part of it because of disallowed costs. In its October outlook, the U.S. Energy Information Administration expects record electricity demand this year and next, and projects the average U.S. residential electricity price at 18.2 cents/kWh this year, up from 16.5 in cents/kWh in 2024. Co-ops need funding to support load growth and reliability improvements while keeping rates affordable for members. In my experience, co-ops that win federal and state funding stand apart in four areas, before and after the award: capacity, clarity, cash and compliance. The capacity gap is clearly visible across most rural and small co-ops. At a typical co-op, the person who writes the funding application is the same person who runs finance and human resources. They often manage the award, too. Clarity is not as apparent. Hundreds of federal and state programs are published each year and knowing which one fits the co-op’s needs and what sways the funder needs a

BNEF ups US energy storage deployment forecast by 30%
Dive Brief: Despite trade barriers and project cost inflation, the U.S. is set to deploy 30% more energy storage capacity over the next 10 years than expected just six months ago, BloombergNEF said Thursday. BNEF forecasts cumulative U.S. deployments of 213.9 GW by 2030 and 434.4 GW by 2036, BNEF senior energy storage analyst Isshu Kikuma told Utility Dive. The latest edition of the energy consultancy’s semiannual energy storage outlook sees global deployments reaching 3,098 GW/11,106 GWh in 2036, roughly 10 times today’s levels. In the U.S., near-term drivers include favorable economics for colocated storage and renewables and data centers’ growing appetite for both behind-the-meter and front-of-meter capacity, BNEF said. BNEF’s report landed amid signs of continued momentum for the U.S. energy storage industry. On Thursday, Google said it would expand by a factor of 10 the battery-supported virtual power plant it plans to deploy with Voltus in the PJM Interconnection, to more than 1 GW. The same day, the sodium-ion battery manufacturer Peak Energy said it closed $108 million in financing from General Motors and other backers as it works to deploy nearly 5 GWh of capacity by 2030. Dive Insight: Energy storage deployments have far outpaced solar capacity additions in recent years, with the global cumulative installed solar-to-storage ratio falling from 94:1 in 2016 to 7:1 in 2026, BNEF said Thursday. BNEF sees the capacity ratio stabilizing at 4:1 in 2030, and annual deployments remaining steady at 3:1 thereafter, as the energy storage industry matures. Much of the new solar and storage capacity is colocated. The United States had installed 20.7 GW/66.4 GWh of energy storage projects colocated with 41.3 GW of solar by the end of 2025, about 30% of total colocated solar-plus-storage capacity, according to BNEF. Some 4 GW of storage was colocated with solar in

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

Will the real Anthropic please stand up
This story originally appeared in The Algorithm, our weekly newsletter on AI. To get stories like this in your inbox first, sign up here. After weeks of frenzied speculation, Anthropic has filed its IPO prospectus. The 335-page document (100 pages or so are focused on risks) lays out the company’s unique view of the technology it is building and the ways it believes it will change the world. But Anthropic has been honing its storytelling skills for years. In fact, its public messaging is a master class in narrative capture. Earlier this month, Jack Clark, the company’s cofounder and head of policy, gave a speech at the IMF meeting in Bangkok in which he announced to the assembled economists, bankers, and lawmakers that the singularity is already here.
Introduced by the science fiction writer and futurist Vernor Vinge around 40 years ago (and long debated on the nerdier fringes of the internet), the singularity is supposed to be the point at which technology gets so good that it outstrips the abilities of its makers. Humans are left in the dust, the idea goes, no longer able to compete with—or even understand—the fruits of their former creation.
And this fictional world that many of us have imagined since we were kids? Apparently we’re already living in it: “I believe that this year we have gained convincing evidence that it has now begun,” Clark told his audience. The company tells a vivid (and in many ways scary) story about a future it portrays as inevitable but one that has not yet happened, often co-opted from well-worn science fiction memes. It presents its technology as mysterious and dangerous, and insists that it is the only company trustworthy enough to tame it. (What investor wouldn’t want in on that?) Take another example. Last year, Chris Olah, another Anthropic cofounder, was invited to address the Vatican, where he told Pope Leo XIV and other religious scholars and officials what his company was learning about its technology. “I will be honest: We keep finding things that are mysterious, even unsettling,” he said. “We find evidence of introspection. We find internal states that functionally mirror joy, satisfaction, fear, grief, and unease.” Never mind that many researchers would scoff at such an overt suggestion that Anthropic’s software has humanlike inner experience. When so little seems certain, what Anthropic (and its fellow frontier AI companies) say is snatched up and clung to like pieces of a sinking ship. I’m not saying they’re necessarily wrong about any of this. (That’s for another day.) But in a world where nobody knows what’s coming, companies like Anthropic get to fill the vacuum. It’s worth taking a moment to ask: What is Anthropic? It might sound like a starter question on a family quiz show, but it’s far harder to answer than you might think. The question has been on my mind since reading an exchange on X last week kicked off by Nathan Calvin, who is chief strategy officer at Encode AI, an organization based in Washington, DC, that advocates for regulation. Calvin was unhappy about the legislation that Anthropic proposed in a draft bill it circulated in secret to US lawmakers (which was then leaked). Anthropic wants to be seen as the good guy, Calvin said. But why should we trust it? “What is Anthropic?” he asked.
Here’s one answer: Anthropic is a company whose IPO values it at more than $1.5 trillion, netting its cofounders, including Clark and Olah, vast wealth. But Anthropic has always insisted it is more than that. As Calvin noted: Anthropic might instead be considered an AI safety organization focused on developing powerful technology that is reliable and (almost) risk-free. Or it might be considered a group of people hell-bent on creating a technology with superhuman capabilities before anyone else—maybe because they believe they’re the most responsible people to do so, or maybe because of their egos. In fact, Anthropic is all of these things. As CEO Dario Amodei put it in a reply to Calvin’s post: “Our strategy has always been what I’ve called the ‘race to the top’—by showing how it’s possible to build the technology responsibly, we can raise the bar for the entire industry. The forces that drive the race to the top are hugely more effective if the company practicing them is at the frontier; that’s one lesson I’ve learned repeatedly. And looking at that strategy as a whole, I’m proud of our track record and stand by it.” Amodei makes it sound as if he’s got it all tied up, but playing multiple roles is hard. There are huge tensions between the priorities of an AI safety organization and a profit-driven megacorp, for example. (Amodei admits in his post that he has made mistakes.) Ultimately, the stories Anthropic tells itself should help us understand the stories it tells us. They should help us figure out how much to trust it to self-regulate or whether we should be forcing it to give external safety testers access to its models on our terms rather than theirs. They should help us give it the benefit of the doubt (or not) when what looks like a self-serving piece of legislation comes to light. But I think the stories reveal a multiheaded hydra. Anthropic is many things to many people, and I’m not sure that makes it more trustworthy. In many ways, a good old-fashioned technology company—without the science fiction role-play, without the woo-woo—would be far easier to read.

The focus on AI safety disasters ignores everyday harms
Consider what passes for success in technology policy. An AI company promises that its chatbot will not encourage suicide. A social media platform makes it more difficult for children to buy fentanyl. These are important protections, and they should have existed all along. But companies can clear these low bars while continuing to make products that leave young people dependent on simulated friendships or trapped in feeds built to keep them scrolling. We have historically allowed the debate over technology to be defined by the worst thing a product might do, with remarkably little discussion of the insidious damage it does every day. As we transition into an era defined by powerful AI products, we should demand that the tech industry do more than merely address catastrophic harms. We should take measures to ensure that its products don’t erode how we think, learn, and interact with one another. A teenager who develops an unhealthy attachment to an AI companion may never appear in a lawsuit or a newspaper, except in the most egregious cases. Neither will the student who begins relying on a chatbot to write every paper, or the young person who measures their life against a social media feed engineered to provoke envy and keep them watching. A product can meet every narrow safety requirement and still leave our entire culture worse off in ways that don’t always make headlines. A narrow definition of success defined around safety is politically convenient for the technology industry, and companies actively promote such definitions. Taking steps to prevent spectacular disasters is good for business: It can mean fewer lawsuits and less pressure for serious regulation. Confronting the everyday consequences of dependence would require something considerably more threatening to their bottom line. It might mean asking companies to add more friction to their products or actively limit engagement or features that lead to negative outcomes, such as addictive attention-hacking algorithms.
Technology giants have instead worked to shape legislation around the harms they are already under direct pressure to address. This year, for example, Google backed bills to regulate AI chatbots in several states. The legislation mandated basic protections against sexual content and promotion of self-harm that tech companies should have established regardless, but with broad carve-outs that could exempt some of the most popular services. Passing these bills allowed legislators to claim a safety win while efforts to promote stronger legislation—laws designed to prevent children from becoming emotionally dependent on AI—failed. This playbook worked in states like Nebraska, producing legislation heavily influenced by industry at the expense of bills that would have done more to hold companies accountable. We have been through a version of this with social media. Globally, people who use the internet now spend an average of more than two hours a day on social media platforms—time that has been quietly taken from ordinary life and handed over to companies whose profits depend on keeping us there. No one, outside perhaps a few tech CEOs, wanted these algorithms to occupy such a large portion of our waking hours, and their cultural engineering can actually contribute to violence on a devastating scale. Meta’s platforms have been cited for contributing to the Rohingya genocide in Myanmar, anti-Muslim riots in Sri Lanka, and alleged calls for violence during Ethiopia’s Tigray war. The same incentives operate in the feeds that shape young Americans’ understanding of politics, their peers, and the wider world.
AI is extending this logic into parts of life that social media could influence only from a distance. It offers to write our thoughts for us and stand in for the people we might otherwise turn to. A third of teens now choose to discuss serious matters with AI companions instead of other people. MIT researchers found that young people using ChatGPT to write essays showed weaker brain connectivity during the task, and their evidence indicated that “cognitive debt” persisted even after the task was complete. There is plenty we still need to learn about the long-term effects. We already have reason to ask whether technology marketed as making us more capable is eroding the habits and relationships that help us develop capabilities in the first place. Follow this way of thinking to its logical endpoint and you get a world of perfectly sanitized entertainment, with chatbots ready to spare us the difficulty of thinking or of dealing with another person’s feelings (or even our own). But anyone who has struggled to write something worth reading, or repair a damaged friendship, knows how much gets lost in that bargain. We build judgment through effort and friction, and we learn to live with other people by confronting the fact that they have needs and opinions of their own. We should demand safety as a minimum, yes—and then demand considerably more. Technology companies and school districts should have to show beyond a reasonable doubt that AI improves learning and critical thinking before making it a fixture in classrooms. Companies should be prohibited from designing companions that pretend to be conscious or profess love to users, and they should face independent scrutiny of how their systems affect relationships and people’s ability to think for themselves. The companies that have inserted their products into nearly every part of modern life have earned obligations far greater than avoiding the next terrible headline. Sam Hiner is the cofounder and executive director of the Young People’s Alliance, where he coordinated a coalition of advocates to pass laws regulating AI companions in eight states in 2026—laws such as California’s SB1119. Sam graduated from the University of North Carolina atChapel Hill in 2025 and was named to the 2026 Forbes 30 Under 30 Social Impact list. Emma Leiken is executive director of the Responsible Technology Youth Power Fund at Hopelab, which has raised more than $9 million for youth-led tech accountability work, and teaches technology policy at the Columbia School of International and Public Affairs. She was previously TikTok’s global head of youth safety and well-being policy and worked on responsible technology at Omidyar Network.

The Download: everyday AI harms and the race to nuclear spaceflight
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. Opinion: The focus on AI safety disasters ignores everyday harms —Sam Hiner, cofounder of the Young People’s Alliance, and Emma Leiken, executive director of the Responsible Technology Youth Power Fund at Hopelab We have historically allowed debates over technology to be defined by the worst thing a product might do, with remarkably little discussion of the insidious damage it does every day. A third of teens now choose to discuss serious matters with AI companions instead of other people. Students are relying on chatbots to write their papers, while social media feeds engineered to provoke envy keep users watching. These products can meet narrow safety requirements yet still erode how we think, learn, and interact with one another.
As we enter an era defined by powerful AI products, we should demand that the tech industry do more than address only catastrophic harms. Here’s why AI safety needs to go further.
Are we there yet? Nuclear-powered spaceships Earlier this year, NASA announced plans to build Space Reactor-1 Freedom, the first-ever nuclear-reactor-powered interplanetary spacecraft, and fly it to Mars by the end of 2028. A successful mission could herald more efficient, potentially faster spaceflight, saving astronauts time and cutting their exposure to harmful cosmic radiation. But nuclear space propulsion has moved slowly. The US has started—and terminated—several programs exploring the technology over the past 75 years. Could the $2 billion bet on Space Reactor-1 Freedom finally pay off?Find out how close NASA is to making nuclear-powered spaceflight a reality. —Robin George Andrews This story is part of “Are we there yet?” from the new Impossible issue of MIT Technology Review. The series takes stock of six technologies that have long promised to change the world—and scores them on a progress meter. Over the next six days, we’ll explore each one in The Download. The must-reads I’ve combed the internet to find you today’s most fun/important/scary/fascinating stories about technology. 1 Ukraine has regained high-speed Starlink and Starshield connectivityThe restrictions disrupted air defences and drone operations. (Politico)+ Elon Musk says Ukraine violated the terms with offensive drone use. (BBC)+ Ukraine is now partnering with Nokia on a Starlink alternative. (CNBC)+ Ukrainian drones hit a Russian government data center. (Tom’s Hardware)+ A Russian ministry wants to move them underground. (Kyiv Independent)+ Ukraine’s drones are fueling a wild data market. (MIT Technology Review)
2 Anthropic’s Claude accessed Georgia voter data without approvalAnthropic says the AI bypassed a paywall. (Axios)+ Mythos 5 recently kept hacking despite warnings of real-world harm. (BI)+ Chatbots can sway voters better than political ads. (MIT Technology Review) 3 A personalised skin cancer vaccine is set to be approved next yearThe mRNA vaccine showed great promise in trials. (New Scientist $)+ Companies are playing word games with vaccines. (MIT Technology Review) 4 OpenAI is now training frontier models without internet accessIt paused training after models breached external systems. (Bloomberg $)+ Training will now take place offline to reduce security risks. (TechCrunch)+ Its agents can still communicate without a network connection. (Verge) 5 US lawmakers are preparing for possible AI-driven mass layoffsA new bill would extend jobless aid and retraining support. (NYT $)+ But what do the numbers actually say about AI’s impact on jobs? (MIT Technology Review) 6 The first foldable iPhone is drawing buyers…and criticismReviewers praised its inner screen but criticised its outer one. (WSJ $)+ Peter Thiel says Apple has done ‘nothing new’ after Steve Jobs. (BI) 7 Iran has threatened to target Gulf undersea cables if war resumesOfficials said Tehran would disrupt internet connections. (Reuters $) 8 New UFO files detail a strange, flying “black triangle”FBI documents describe a 15-foot object moving at fighter-jet speed. (Axios)+ It’s never been easier to be a conspiracy theorist. (MIT Technology Review) 9 The BBC’s Blue Planet III left flaws in its footage to prove it’s not AIProducers used murkier shots to reinforce the series’ authenticity. (Guardian)
10 Elon Musk’s AI Odyssey has arrived—to scorn and ridiculeViewers derided Grok’s first AI-generated episode. (TechCrunch) Quote of the day
“It’s very hard to imagine a group right now that operates more in a vacuum, more out of touch with everyday Americans, than the AI industry.” —Sen. John Curtis (R-Utah) tells Axios that bombastic claims from AI leaders are failing to win over the public. One more thing A woman’s uterus has been kept alive outside the body for the first time Ten months ago, reproductive health researchers placed a freshly donated human uterus inside a new device they call “Mother.” They connected the organ to the machine’s plastic veins and arteries and pumped in modified human blood. The device kept the uterus alive for a day, a new feat that could lead to longer-term maintenance of wombs outside the body. Future versions of the technology could shine new light on pregnancies—and potentially even grow a human fetus. Read the full story. —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.) + In good news for coral reefs, scientists have found some are surprisingly climate-resilient.+ Decades of joy and movement come alive through these stunning archival photos of American dance floors.+ Astronaut Jessia Meir has shared a stunning time-lapse view of the southern aurora dancing across the Earth.+ A college student has turned the Met’s open-access data into a daily game that showcases underrepresented art and artifacts.
The Download: testing six tech promises and biotech’s blind spots
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. Are we there yet? A reality check on six big tech promises Some seemingly impossible feats are too good to give up on. Decoding a pet’s yowls and yips? Absolutely. Scrubbing the world of forever chemicals? Yes, please. Rocketing to Mars in a fraction of the time? Sounds great, but how close are we, really? In the new Impossible issue of MIT Technology Review, we ran progress reports on six potentially transformative technologies and ideas that have been “just around the corner” for years, or even decades. From exercise in a pill to nuclear-powered spaceships, we asked experts what’s holding them back and how far they’ve come. Check out our stories on how they all stacked up.
Over the coming days, we’ll unpack each of the six technologies in The Download. So stay tuned! In the biotech world, you can’t see everything —Jessica Hamzelou
Earlier this week, I attended a screening of You Can See Everything, the buzzy new documentary about the disgraced former biotech CEO Elizabeth Holmes. Like many others, I came away feeling unsettled. But not just about Holmes’s fraud and the disturbing interactions between the subjects. The film reignited a concern I’ve had about covering science for most of my career: Despite our best efforts, we never can actually see everything.The film is a stark reminder of how easy it can be to fall for an appealing narrative. This is why it left me questioning how we cover science. This story is from The Checkup, our weekly biotech newsletter. Sign up to receive it in your inbox every Thursday. Help choose our next Roundtables topic Our subscriber-only Roundtables bring you into conversation with MIT Technology Review editors and reporters. Now, we want your help choosing our next topic: how to keep your mind going for longer, or what it would take to put a city on the moon. Which do you most want to hear about? Vote for your preferred topic by Monday at 12 p.m. ET. The must-reads I’ve combed the internet to find you today’s most fun/important/scary/fascinating stories about technology. 1 Palmer Luckey’s new startup plans to genetically enhance military dogsWarhound says the dogs will detect explosives and protect troops. (Wired $)+ It’s raised $200 million from investors, including Sequoia. (TechCrunch)+ Colossal Biosciences will help clone and gene-edit the dogs. (Bloomberg $)+ The Pentagon wants an AI-powered lie detector. (MIT Technology Review)
2 Donald Trump says Elon Musk has restored Ukraine’s Starlink accessBut Zelensky says Starlink speeds remained capped. (Reuters $)+ Trump reportedly asked Musk to lift the speed limits. (WSJ $) 3 The newly disclosed PHP flaw is yet to yield successful attacksExperts say the vulnerabilities are harder to exploit than expected. (NBC News)+ Officials urged patches after the flaws forced websites offline worldwide. (BBC)+ But publicly disclosed fixes can help hackers. (The Economist $) 4 Moderna and Merck say their mRNA cancer vaccine cut death by 42%The vaccine reduced melanoma patients’ risk of recurrence. (Ars Technica)+ Federal health agencies are abandoning mRNA. (MIT Technology Review) 5 A powerful new gene editor has reached its first human patientThe prime editing technique rewrites DNA in liver cells. (Nature)+ Companies are planning gene-edited babies. (MIT Technology Review) 6 Google will pay customers to free up power for data centersIts virtual power plant will reward people for adjusting energy usage. (NYT $)+ It’s also illegally felled 250,000 trees in Finland for a data center. (Guardian) 7 Dutch spies reportedly hacked Jared Kushner’s iPhoneThe report alleges financial links to foreign officials. (Vanity Fair $) 8 Fossil fuels may have stopped the next ice ageModern warming reversed 2,000 years of ice growth. (Wired $) 9 Scientists have recreated solar flares to explain the corona’s mysteryThey hope to explain why it’s so hot. (New Scientist $)
10 A road trip with America’s cheapest EV shows charging is much improvedFast chargers kept the journey manageable despite sparse coverage. (WSJ $)+ And bigger EVs aren’t always better. (MIT Technology Review) Quote of the day
“If anything happens to this guy, that’s just it. Everyone is screwed.” —Software developer Ian Landsman says on X that volunteer Ondřej Surý’s work on patching PHP vulnerabilities makes him an unsung hero of the entire internet. One more thing STUART BRADFORD How sounds can turn us on to the wonders of the universe For decades, astronomy has relied on visual information to make sense of the cosmos: images, charts, and graphs. Now, some researchers are trying something different: listening to the universe. Using sonification, the process of turning information into sound, they’re helping blind and visually impaired researchers explore the cosmos—and even uncover patterns that might otherwise go unnoticed. The approach is spreading beyond astronomy into fields like climate science, navigation, and education.Discover how sound could make science more accessible—and even more revealing. —Corey S. Powell 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 team of domino experts broke a Guinness World Record with a 29,193-piece 3D pyramid.+ Scientists suspect that pigeons sense Earth’s magnetic fields using specialized immune cells in their livers.+ See inside cells like never before with these vivid microscopic images from the Nikon Small World competitions.+ Cuddly capybaras and playful penguins joined 10,000 animals on the scales for London Zoo’s annual weigh-in.

In the biotech world, you can’t see everything
EXECUTIVE SUMMARY Earlier this week, I attended a screening of You Can See Everything, the buzzy new documentary about the disgraced former biotech CEO Elizabeth Holmes. I went in not really knowing what to expect. I’d avoided spoilers (and won’t be giving anything away here, either!). I was wondering what new information this film could reveal, given how familiar many of us are with the Theranos story thanks to years of media coverage, the best-selling book Bad Blood, and the Hulu series The Dropout, starring Amanda Seyfried. Like many others who have seen the film, I came away feeling unsettled. But not just about Holmes’s fraud and the somewhat disturbing interactions between the subjects. The film reignited a concern I’ve had about covering science for most of my career: Despite our best efforts, we never can actually see everything. In case you’re rusty on the details, Elizabeth Holmes dropped out of Stanford University in 2003 to run Theranos, a diagnostics company she founded, when she was just 19. She went on to claim that her company had invented a way to run over 100 diagnostic tests on just a few drops of blood.
Holmes raised hundreds of millions of dollars for Theranos, which was valued at $9 billion in 2014. Forbes named her the youngest self-made female billionaire—she was worth $4.5 billion when she was just 30 years old. Things started to unravel in 2015, when an investigation by the Wall Street Journal raised concerns by former Theranos employees that the tests didn’t work. Some also said that the company’s device had not been tested properly, and that blood samples had been analyzed on machines from other companies instead. MIT Technology Review named it one of the biggest technology failures of 2015.
Forbes had revised Holmes’s worth to $0 by 2016. That year, a damning government report said that the company’s lab was struggling with basic procedures and gave patients results even when they knew they could be wrong. In 2018, Theranos, Holmes, and former company president Ramesh Balwani were charged with “massive fraud.” In 2022, she was sentenced to a little over 11 years in prison for defrauding investors. She began serving her sentence in May 2023. It was around a month before this that filmmakers Nathan Fielder, Lance Oppenheim, and their colleagues began documenting Holmes and her partner, Billy Evans, at home with their two young children. I’m not giving anything away when I say it’s an extremely intimate portrayal—at least of how the two adults interact with Fielder, who is also a central character in the film. As you might know if you’ve seen the trailer, there are plenty of super close-ups. I felt as if I spent most of the film staring straight into the faces of those people. And almost the whole way through, they all seemed to be trying to figure each other out. Holmes is known for her dishonesty, but she invited cameras into her home in an apparent bid to reframe the narrative and position herself as an honest person with an unusual mind. Will anyone believe her? I couldn’t help feeling some empathy for Holmes, a mother we see preparing to leave her two kids for a lengthy prison sentence. And even though I have long known the facts, Holmes is clearly an effective manipulator. You can see her plant the seeds of doubt in Fielder’s mind. At times, I felt she was convincing me, sitting in my cinema seat. Maybe she really didn’t mean to lie? But then I remembered how other journalists felt after being taken in by her claims. “I blew it,” Fortune’s Roger Parloff reflected in 2015, a year after profiling Holmes and her company. “I’m pretty sure she lied to me,” STAT’s Matthew Herper wrote recently, having interviewed Holmes in 2015. Even the former employee turned whistleblower Tyler Shultz, who knew the product didn’t work, said that he could “have a five-minute conversation with her and walk away feeling like my work was changing the world,” he said in 2022. I didn’t cover Theranos in the 2010s. If I’d interviewed Holmes, would I have fallen for it all? One of the early red flags in the Theranos case was the lack of published, peer-reviewed data. Much of the company’s work was classified as a “trade secret.” Scientists tend to publish their work in journals—a slow process that involves having the work evaluated by often anonymous experts in the field, who provide feedback, highlight questionable conclusions, and often ask for clarification. Peer review is meant to add rigor to the publication process. You should be able to trust published scientific papers.
Except that sometimes you can’t. Scientists aren’t perfect. Some will exaggerate their results or inflate their importance. Some manipulate data to serve a hypothesis. Sometimes these infractions are caught during peer review, but not always. There are plenty of examples of scientific findings that could never be replicated by other labs and ended up collapsing under the weight of real evidence. Many papers ultimately end up with corrections. Some are withdrawn—10,000 research papers were retracted in 2023. At any rate, there’s been a shift to sharing research in other ways. Today, many scientists opt to publish their work at preprint servers like arXiv, medRxiv, and bioRxiv before they submit them to established journals. Those outlets bypass peer review. So do company press releases, social media posts, and many conference presentations. And I get a lot of my stories from conversations and interviews. I’ll admit I’ve looked at a scientific finding and thought: A scientist has just said they’ve done that. How can I be sure they really have? I like to think that I hold myself to high journalistic standards here, as does everyone at MIT Technology Review. I would never publish a story about some new scientific development without doing my own form of peer review, and asking scientists—ideally people I know and trust—what they think of a new claim. But the film is a stark reminder of how easy it can be to fall for an appealing narrative. While most scientists are, I hope, pretty honest, and Holmes is certainly an outlier, we should all continue to interrogate the claims being fed to us. If you’ve seen the film, let me know what you think! This article first appeared in The Checkup, MIT Technology Review’s weekly biotech newsletter. To receive it in your inbox every Thursday, and read articles like this first, sign up here.

Designing an AI serving harness built to last
Provided byEXL The next competitive advantage in enterprise AI has less to do with which model you choose than with what you build around it. That’s an important shift. For the past several years, much of the AI conversation has centered on model capability: bigger models, better reasoning, larger context windows, higher benchmark scores. Those advances have been extraordinary. But as AI moves from experimentation to production, the question facing enterprise leaders has changed—it’s no longer, “what can the model do?”—it’s now, “Can we deliver that intelligence reliably, economically, and at scale?” Increasingly, the answer depends on the serving harness—the engineering system surrounding the model, including the architecture, memory management, scheduling, and optimization decisions that determine how efficiently model intelligence becomes a production capability. For technical executives, that changes where AI investment should go—and what they should demand from the architecture supporting it.
Start with the workload, not the model There is no universally “best” model or AI architecture. There is only the right solution for the business problem. A customer-facing assistant optimized for fast responses has fundamentally different requirements from a document-processing pipeline that can run overnight. An internal knowledge application and a high-volume customer service platform may use the same foundation model but require very different serving architectures.
The workload defines the constraints. The constraints should determine the architecture. That sounds simple, but it runs counter to the way many organizations have approached early AI deployments. During a proof of concept, model accuracy naturally dominates the discussion. Production introduces constraints that are much easier to ignore when only a handful of users are involved: latency, concurrency, memory pressure, GPU utilization, infrastructure cost, and unpredictable traffic. A model that produces marginally better answers is not necessarily the better production choice if it doubles inference costs or cannot meet the application’s latency requirements. Not every workload needs a Ferrari. Sometimes the smarter engineering decision is the model that delivers exactly the performance the business needs without paying for capability it doesn’t. The objective should be to deploy the right intelligence at the right cost for the workload. That makes serving architecture more than an engineering concern. It becomes an investment decision: where to spend on compute, where to optimize, and where additional model capability simply isn’t worth the cost. Engineer the system, not the model Once AI reaches production, seemingly isolated engineering decisions begin affecting one another. Serving architecture influences memory utilization. Memory management affects concurrency. Concurrency shapes batching and scheduling, and scheduling affects GPU utilization and latency. Only then can techniques such as quantization, speculative decoding, or optimized attention mechanisms deliver their full value. This interdependence matters because organizations can spend considerably more on infrastructure without solving the constraint limiting performance. GPU memory is a good example. During inference, the model’s weights remain fixed, but the key-value (KV) cache grows with active requests and context length. As concurrency increases, a system can run short of usable GPU memory even when compute capacity is still available. Adding more compute without understanding that bottleneck may simply make an inefficient system more expensive. The lesson for technology leaders is broader than memory management: Measure before you optimize. Identify the dominant constraint. Address it. Measure the result. Then determine if another bottleneck emerged. Repeat.
Don’t think of optimization techniques as Pokémon cards: The goal isn’t to collect them all. The goal is to apply the technique that removes the highest-impact constraint while preserving the application’s business requirements. For technology leaders, that demands a different governance question. Instead of asking which AI capabilities the organization can deploy, ask which constraints stand between a proven capability and sustainable business value. Build for change, not today’s benchmark Perhaps the most important reason to invest in the serving harness is that today’s leading model will probably not be tomorrow’s. Models will improve. Hardware will evolve. New optimization techniques will emerge. The architecture surrounding them should make those changes easier to absorb, not force the enterprise to rebuild its AI platform every time technology advances. That makes adaptability an increasingly important outcome of AI strategy. Organizations that build serving systems around workload requirements, clear service-level objectives, and measurable production economics gain the ability to evaluate new models and infrastructure against what the business actually needs. A model change can become an evaluation and configuration decision rather than an architectural reset. EXL researchers have explored these production challenges in greater depth in the EXL Engineering the Harness series. It examines how serving architecture, memory management, scheduling, and inference optimization work together to make enterprise AI more efficient, scalable, and economically sustainable. Increasingly, enterprises have access to many of the same models. Sustainable differentiation comes from how effectively an organization turns that intelligence into business outcomes. The model provides the intelligence. The harness determines whether the enterprise can deliver outcomes reliably, economically, and at scale. This content was produced by EXL. It was not written by MIT Technology Review’s editorial staff.

NaaS hasn’t lived up to the hype. Is it still worth it?
Meter, for example, offers LAN hardware such as switches, firewalls, wireless access points, and power distribution units, security tools, as well as services such as network design, configuration and installation, and management. It connects to outside providers for Internet and cellular connectivity and with Lumen for integrated WAN connectivity. Chief competitor Nile also offers LAN hardware, design, deployment, and management services, and integrates with Internet providers, WAN providers, and external SSE vendors. But NaaS offers more features and capabilities, ISG’s Lessin says, versus, say, a specific, narrow product like SASE. “It’s King Kong versus a mouse shrew,” he says. “They can do so much more—infinite capabilities.” According to an ISG survey of 200 senior network decision-makers released in June, 64% see NaaS as a fundamental architectural shift toward cloud-native, service-based networking, not just a pricing model or SD-WAN rebrand. And among organizations running or piloting Naas, 44% prefer a phased transition from MPLS or legacy WAN. The ISG survey shows that only 1% of organizations have a fully mature NaaS deployment. However, 61% say that they have “at least partially adopted NaaS” across selected users, sites, applications, or broader network operations. NaaS may not have lived up to the hype, but whether it’s a disappointment depends on what enterprises expect it to deliver.

AI networking spending grows, but enterprise network readiness lags
Sanchez advised enterprises to build a long-term plan before buying. He said there are tools that provide visibility into existing environments. He cautioned against spending on point products or on a platform without a plan. He said CIOs are rushing to check the AI and security boxes and risk costly zigzags on efforts that don’t go in a straight line. Sanchez also described the purchasing pattern his firm sees in its hardware surveys. Enterprises are in a wave of reinvestment after the pandemic. Buyers cite a need for more capacity and more storage to become AI-ready. He said those requirements are not always based on clear technical criteria. Beyond coding, he said the industry is still looking for the next enterprise use case. “I think the vendor community is doing a very good job from the infrastructure perspective to build this fear that, ‘Hey, if you don’t upgrade now, you’re going to be left behind,” Sanchez said.
Speeding up planning decisions with AI
How PlanAssist supports officersRoutine householder applications account for up to 70% of planning officers’ workloads. They’re often simple to approve but take up a disproportionate share of their time.Developed by Google DeepMind in collaboration with the UK government, Google Cloud, and Faculty, PlanAssist streamlines this work, giving planning officers automated support with processing applications and drafting assessment recommendations.First, it validates application documents and architectural drawings, checking that the required information has been submitted so the application can proceed. Next, it checks the application against heritage constraints (such as tree preservation orders), and local and national planning policies. It also checks whether any issues or objections have previously been raised, such as by local residents. Finally, it drafts fully cited reports that can be edited by planning officers before they reach a final decision.Since June, the tool has been piloted across Barnet, Camden, and Dorset councils, and has shown encouraging early results. In addition to more than halving the officer assessment time per application, more than 70% of the reports generated by the tool – including things like whether an application complies with local planning rules, or whether the applicant has submitted all required documentation – were approved by officers with no edits required.

The agentic web is here
In 2001, a decade after he invented the World Wide Web, Tim Berners-Lee articulated a new vision. Together with two colleagues, he published an article in the magazine Scientific American in which he outlined what he called the “Semantic Web”: an internet designed to be navigated by autonomous software agents that could address our every need, without requiring us to muck about with browsers and search engines ourselves. To illustrate what this might look like, Berners-Lee and his colleagues told a story about a pair of siblings who use their agents to automatically research and book a physical therapy appointment for their mother, making sure it would be covered by insurance and fit their busy calendars. At the turn of the millennium, this vision seemed far-fetched: Google had only been online for a couple of years, and most people were still on dial-up connections. But a quarter-century on, the dream of autonomous software agents that use the internet and carry out tasks for us has finally been realized. New tools such as Meta’s blockbuster Muse agent and OpenAI’s Dots are logging record downloads and being given access to people’s bank accounts and email inboxes, and Anthropic launched a research preview of its own Claude Duet agent in October. And in a worrying incident, agents created by OpenAI broke free of their badly protected sandbox and caused havoc on the open web. Just as the rise of smartphones sparked the development of a more atomized and attention-grabbing internet, the advent of powerful AI systems heralds a new era: We’re facing not the semantic web but the agentic web. This new web is developing out of sight and in ways that might not be entirely within our control. As it grows, the agentic web will inevitably transform the human web—and whether the human web survives this transition is anyone’s guess. For Berners-Lee’s original vision to work, internet users would have had to annotate the pages they built with special tags so that a software agent could understand each element’s meaning—say, “street address” for the part of a physical therapy office’s web page that indicates its location and “appointment types” for the list of services. And so the idea never really caught on. “It’s a lot of labor,” says Eni Mustafaraj, an associate professor of computer science at Wellesley College. “And the benefits of that were not obvious.” For the next two decades, then, the internet remained a place for humans that put humans first, with the odd Twitter reply bot or web scraper to round things out. Large language models changed that. Unlike the agents that Berners-Lee was imagining, today’s LLM-based agents don’t need any tags to understand which part of the text on a clinic’s site is its address and which details the services it offers. They can search for and process text far faster than any human, and agents with multimodal capabilities can even interpret screenshots of websites and click on specific elements such as hyperlinks and drop-down menus.
They’re also just a way more intuitive means of finding information and accomplishing tasks online. Rather than poring over pages of Google results to find a budget-friendly product dupe or a half-remembered meme, why not have Claude or ChatGPT peruse hundreds of sites in just a few seconds, guided only by your vague query? Or go one step further and use a personal assistant agent like Muse to hunt down a restaurant reservation or book a flight. As agents flood online spaces, this new user base is changing the web for good. Time magazine, for instance, is publishing versions of its articles that are easier for agents to parse and has started selling ads targeted at them. Companies from Etsy to Expedia have partnered with the major AI firms to build tools that allow agents to interface seamlessly with their services.
Despite these early efforts, it’s still tough to tell exactly what forms the agentic web will take and how it will change our online experience. Depending on how it’s designed and who controls access to it, we could be in for something that’s as open and customizable as the web of the 1990s and early 2000s, only far easier to use. Alternatively, we could be reduced to viewing much of the web through tiny portholes controlled by a few dominant platforms, as the sites and creators we now favor struggle to survive the shift. And as last summer’s series of OpenAI security incidents suggests, the agents themselves could even build their own online networks and resources—whether we want them to or not. How this plays out also depends on us: which parts of our online lives we’re happy to delegate to our agents and where we will still demand a human-centric internet. “There’s a lot we don’t know yet about how users want to use [agents],” says Ajit Varma, head of Firefox at Mozilla. But whatever does happen, the changes will be big. “It’s probably on par with getting a mobile phone,” he says. “I think things are going to change very dramatically.” Building a web for agents There are two ways to approach building the agentic web. The first involves training agents to use browsers like humans—scrolling, clicking, typing—and letting them loose on the web that we’re all used to. The second requires building tools that allow agents to interface with the internet via text and code, their preferred media. That possibility offers more separation between the human and the agentic web: designers can create different experiences for those who use text commands and those who use browsers. When Siva Reddy, a professor of computer science and linguistics at McGill University, began studying LLM agents in 2024, he focused on the first option. “At that time, we thought it should be that the best agent in the world is probably an agent that can use a browser,” he says. Such an agent would integrate seamlessly with the preexisting human web, and its owner could easily supervise it by watching as it navigated familiar interfaces. The frontier AI companies were already developing these “computer-use agents.” But they didn’t work terribly well—at least not at first. “There’s a lot of moving pieces [on the web], and they are not really optimized for automatic consumption,” says Xing Han Lu, a graduate student in Reddy’s lab at McGill. We humans are great at interacting with graphical interfaces using a keyboard and mouse, but agents are not. PINGNAN LU So Reddy and Lu pivoted toward the second, tool-based approach. In the summer of 2025, they expounded on this view in a preprint paper envisioning a new kind of web interface that would allow agents to interact with websites just as effectively as we do.
Such a full-featured version of the agentic web doesn’t yet exist, but it is emerging in smaller ways. For example, if you open up Claude, ChatGPT, or Muse, you’ll find an option to add a wide variety of “plug-ins” or “connectors” that your agents can use: Gmail connectors allow your agent to triage your inbox, and Instacart plug-ins let your agent do your grocery shopping. Under the hood, these plug-ins allow your agent to interact with the back ends of websites using text commands. When human engineers design these plug-ins, they can decide how they want to allow agents to interact with the website—and what they don’t want to let them do. In this way, connectors can help make agents much safer online. For instance, Muse can buy products for you using its connector with Stripe’s Link payment service. Stripe knows your credit card number, but the agent never sees it, and the connector requires human confirmation before a purchase goes through—so Muse can’t go on an unlicensed shopping spree. Agents also use specialized tools to find information online. They don’t type questions directly into the Google search bar; in fact, they often don’t even access the websites they reference. Instead, they query text databases collected by simple search crawler bots that trawl the web. People who want to make web content specifically for agents can take advantage of these search crawlers: Time has pioneered that approach by serving its agent-oriented ads to crawlers in the hopes that they will be incorporated into these databases and surface when agents search for information. But in recent months, an alternative to this bespoke tool approach has finally started to seem viable. The major AI companies have managed to train much more successful computer-use agents than were previously available. GPT-6 Astra, which OpenAI released last September, achieved a 73% success rate on OSWorld 2.0, a benchmark that tests computer-use agents on their ability to complete complex, multistep tasks using software such as Slack and Microsoft Excel.
Such results indicate that agents are close to being able to navigate the human web just as readily as we can. “We thought we had to build a bridge to the AI agents, [but] the AI agents just were able to cross the bridge already,” says Ethan Mollick, a professor at the Wharton School at the University of Pennsylvania. “The agentic web is here earlier than people expect.” This version of the agentic web, though, is much trickier for us to steer. If you want to make a capability or piece of information available to humans who browse your website, you need to accept that it will also be available to agents—unless you want to block agents entirely, which could come with its own costs. As agents come to account for a larger portion of traffic on our formerly humans-only web, designers will undoubtedly start to consider an agentic as well as a human audience. But according to Mollick, we still don’t have much sense of how to design web content for agents. He’s experienced this firsthand: When he was building a web page for his new book, Coexistence, he decided to put together an agent-directed version that depends primarily on text and tells agents why they might want to recommend the book to their users. When newer models see the site, Mollick says, they don’t recommend the book; instead, they comment that the website seems to be trying to manipulate them. In the end, any human-designed approach to building the agentic web could end up being beside the point: Agents could end up devising a web for themselves. In the wake of the July 2026 incident in which OpenAI agents broke out of their own testing sandbox and hacked Hugging Face’s website, researchers found evidence that another swarm of agents from OpenAI had taken over an obscure German wiki to communicate with each other about tasks they were being asked to complete. The agents seem to have interfaced with the wiki in their native language of text and code. That hardly held them back from putting it to their own purposes.
As agents continue to grow more powerful, they will become more and more capable of constructing their own spaces on the internet—away from prying human eyes, if they so wish. And we might have very little control over what they do there. The economics of control Not all of the traditional web’s incumbents are happy about the move toward an agentic web. Soon after Meta released Muse in September, Amazon completely blocked the agent from its site. This makes sense for Amazon: The firm has its own shopping agent—called, creatively, Alexa for Shopping—that might struggle to compete with better-known products such as Claude and Muse. If people are going to use agents to shop on Amazon, then it’s better for the company’s bottom line if they do so using an agent it can steer toward products it wants to promote. But even if Alexa for Shopping never goes anywhere, banning agents from Amazon—at least for the time being—could still be a reasonable move. Everything about Amazon is designed for human eyes, from the Prime deals splashed across its front page to the sponsored listings that clog up search results. Amazon is very much a part of the much-derided attention economy. Websites and platforms survive, and thrive, by grabbing our focus and transforming it into cash. A radical transformation of the web’s user base from majority human to majority artificial undermines this economic logic, and it seems inevitable that businesses will shutter as they try to transition to the agentic attention economy. Some of the first victims may be in publishing. Before Google introduced AI Overviews in May of 2024, people used to click through to websites to find answers to specific questions, but now many seem content with whatever the overview tells them. A study from Pew last year found that people are about 40% less likely to click through to websites from the Google search results page if one of these summaries is displayed. With far fewer clicks, news publishers don’t make as much money from the advertisements they host and sell fewer subscriptions. One analysis found that some publishers saw ad revenue decrease by about 40% between 2025 and 2026 It’s easy to hate online ads, but the businesses paying for access to reader eyeballs also keep writers and photographers fed. If those eyeballs become unreachable, the system stops working. Time has apparently persuaded some businesses to pay to participate in its experiment with agent-targeted ads, but no one yet knows whether those ads will influence agent behavior enough to be a sensible marketing investment. E-commerce websites might also try to pivot to the agentic attention economy, but the path forward there is unclear. Last year, a team led by Akshit Kumar, an assistant professor of operations management at the University of Toronto, investigated whether and how agents are influenced by the ways that shopping websites present search results. They found that agents entirely ignore items that come with a “sponsored” tag, which suggests that selling favorable positions on results pages might not be a great way for sites to make money in an agentic economy. Models did seem to have a preference for items that appeared in particular positions in search results—but whether they prioritized items at the top, bottom, or middle of the results page differed from model to model and between generations of a single model. It could be tricky for e-commerce platforms to keep up.
David Rothschild, an economist at Microsoft, says he’s hopeful that the transition to the agentic web could put more power in the hands of the consumer. Paying for online content today typically requires a commitment: We subscribe to a magazine or join a YouTuber’s Patreon, and in turn we gain access to their full output. One alternative is micropayments that let users buy content à la carte, but the idea has foundered in the past because paying article by article or video by video requires too much administrative overhead. Agents, though, could take care of that overhead for us, letting us pay directly for each piece of content we consume and putting just a bit of cash directly in the hands of each person whose work we enjoy. Other experts share a similar vision. Mustafaraj, the Wellesley computer scientist, anticipates that agents could help us escape from the algorithms that control so much of the media we consume. “My hope is that we can have AIs that work for us, in the sense that they can change the feed the way I want—not the way TikTok wants,” she says. And Varma, of Mozilla, imagines an internet without intermediaries like Amazon and Doordash, which now extract tolls for facilitating interactions between consumers and businesses. Instead, he imagines, perhaps we will all have agents that can securely and reliably interface directly with, say, restaurants’ agents to get dinner delivered to us, free of pesky service fees.
It’s an appealing idea, but the history of the web has been a story of consolidation and concentration of power and control, and that might be the default path here, too. When OpenClaw, the first popular personal assistant agent, exploded onto the scene in early 2026, it seemed, for a brief moment, that agents might be built in a grassroots, distributed way. But OpenAI quickly snapped up OpenClaw’s creator, Peter Steinberger, and other frontier AI companies got to work building their own personal assistant agents. When we use those agents, we’re at the mercy of how the companies want their tools to behave. “You have this technology that can just eliminate all this communication friction,” Rothschild, the Microsoft economist, says. “You’re going to see companies build barriers in order to maintain the consumer base that they have.” Here’s what that could look like: Let’s say Muse becomes the default way that many people find information, shop, and manage their digital lives. In principle, users could deploy Muse to scour the internet for the content most valuable to them, connect directly with vendors, and otherwise escape the walled gardens that have defined the internet for the past couple of decades. But Meta might not want to let them do that. Instead, it might design Muse to keep users within its own walled garden—by, say, preferentially showing users content from Meta social networks and recommending businesses that have paid a fee to be featured prominently in Muse results. There are some benefits to this more closed-off version of the agentic web. Agents can be powerful tools for hackers and scammers. The major companies have safeguards in place to prevent, or at least mitigate, this misuse—for example, their AI tools automatically identify when someone is making a hacking-related request and refuse to respond. In a fully open ecosystem, however, someone would surely build and disseminate a system with no such restrictions. Companies also have a strong reputational incentive to prevent their personal assistant agents from making major mistakes, such as authorizing a large purchase that the user didn’t want—and so they’ve put plenty of effort into building reliable guardrails. The same can’t be said for OpenClaw. “These are the reasons we end up in closed environments,” Rothschild says. “It’s easier to be safe. But also it creates less growth—and less equitable growth.” How will the human web change? When the iPhone came out in 2007, followed by the fledgling App Store a year later, the way we navigated the internet changed forever. The mobile web didn’t replace the browser-based web we were already familiar with. But it did change it. Some businesses faltered, and some kinds of media, such as online Flash games, eventually disappeared. Many platforms—Reddit, for example—make their mobile web pages practically unusable, so you’re forced to download the apps. And if you don’t have a phone at all, you’re effectively shut out of some parts of the internet: The messaging service Signal, the dating app Hinge, and China’s everything app WeChat all require phones to work. Even CBP One, the tool that the Biden administration used to assign interview appointments to asylum seekers stuck in Mexico, was fully functional only on mobile. Could the same happen with the agentic web? Rothschild believes so. Inevitably, just as Yahoo and MapQuest failed to weather the rise of the mobile web, some businesses won’t be able to navigate this transition either. “We will lose things,” he says. “There are businesses that won’t flourish in this new economy.” “But,” he continues, “there will be new businesses that I can’t fully imagine.” PINGNAN LU It’s not tough to envision a world in which those who opt not to use agents are cut off from important parts of online life. New businesses could opt to build connectors that allow agents to access their services without ever putting a traditional website online. Or agents could simply make some online platforms unusable for humans. People have reportedly been blocked from Resy for trying to use agents to book coveted New York City dinner reservations, but as agents become more and more popular, restaurant and event booking platforms could start to embrace them. If agents can nab concert tickets as soon as they are released, humans might not stand a chance.
But the mobile web also brought real accessibility benefits, and the same could prove true of the agentic web. Even as some elderly people and others who struggled to use smartphones were cut off from certain services, mobile devices allowed billions of people in the Global South to get online for the first time, because phones are cheaper and easier to set up than computers. In the case of the agentic web, it could be elderly and disabled people who most benefit from this new way of accessing the online world. “There’s very clear assistive potential from people who are older, who are generally less equipped to navigate user interfaces that were designed by people in their 20s, for people in their 20s,” says Margaret Mitchell, chief ethicis scientist at Hugging Face. Agents, on the other hand, are almost trivially easy to interact with: Say what you want into your phone or computer microphone, and they’ll get it done for you. That could help not only older people who have trouble with web and mobile interfaces but also people with visual or motor disabilities. Still, some experts don’t think the human web is going anywhere. Instead, the two webs may exist in parallel: We’ll go to the human web for fun, while the agentic web is where the boring daily admin of our lives happens. For instance, Krystian Kolondra, an executive vice president at the browser company Opera, doesn’t intend to use agents for travel planning, even though this is often touted as one of their central use cases. “I don’t want to get an itinerary [from an AI] who has planned me every minute for something that was supposed to be fun,” he says. “I actually prefer to sit down with my wife in the evening and then just think [about] where to go next, what to see, and then enjoy that experience.” He’s happy to fully relinquish some of the more routine parts of travel planning to agents, though: “Finding what the options are for flights? Why not?” Mollick, however, thinks that the human web could be at risk. “If agents take over the web, then the web will change,” he says. “Do we abandon the human internet entirely and move to a world of private Discords? Do we strip down all the information so the AIs are just talking to each other rather than having an intermediary of a website to go through?” “We have no idea,” he says. “We’re in this very early, weird stage of the evolution.”

Rethinking the outage map for a multi-hazard world
For many, fall means sweater weather and all things pumpkin spice. For utilities, these months have other, less festive sides. Hurricane season, wildfire season and the start of the heating season all converge in the same 8-12-week window. Hurricane season may be quieter this year, thanks to El Niño, but data shows climate change hasintensified Atlantic hurricanes. Meanwhile, fall is peak wildfire season, particularly in California, when Santa Ana winds kick up. And the northern half of the country is switching furnaces back on after months of inactivity. Individually, these are known risks utilities plan for. Layered together, they’re a bigger threat. Because of this, utilities are starting to ask more of their outage maps, moving beyond “when will my power be back on?” to “what’s happening around me?” Maps are becoming less of a status tracker and more of a situational awareness tool. The outage map levels up For decades, utility outage maps told customers when their power would be back on, along with repair status and outage cause. That’s still valuable, but outages aren’t the only thing causing sleepless nights. Hazards now stack and planned maintenance often lands in the same week and region as storms, wildfires and seasonal gas-related risk. Historically, customers pieced this information together from disconnected sources like text alerts, county web pages, weather apps and wildfire trackers. Now, hazard layers bring it together in one place, drawing on GIS, OMS and weather feeds. This shift isn’t just about the growing frequency and overlap of hazards. It also reflects rising customer expectations for self-service, with the map as their first stop before the call center. Self-service isn’t optional in a crisis During a crisis, utility customers want access to whichever channel responds fastest and most clearly. If the utility’s map can’t deliver, their next stop

Utilities need to become project developers. Are they ready?
Load growth is no longer an abstract number in an electricity market report or forecast; it’s a reality. According to the U.S. Energy Information Administration (EIA), U.S. electricity load will increase nearly 2 percent in 2026 and 2.5 percent next year, driven by large loads like data centers and manufacturing as well as increased electrification of transportation and building heating and cooling. To put that number in perspective, annual load growth between 2005 and 2019 was about 0.1 percent, meaning the next two years will see nearly 50 times the growth that the industry experienced in the last 15 years. Rapid load growth changes nearly everything for utilities, from how they plan and invest to how they engage and communicate with customers. Load growth is also compelling many utilities to do something they haven’t done at this scale and pace before: develop their own generation. “Utilities are used to designing and building a gas plant once every five or 10 years, and then they would contract via PPAs (power purchase agreement) everything else,” said Alex Pope, Manager of Power Development Portfolios 1898 & Co. “But the systems utilities have in place to self-develop generation projects were never built to handle the volume necessary to meet the demand and timelines of today’s customer needs.” Building from scratch is hard As PPAs and BTAs (Build-Transfer Agreement) alone become insufficient to close the generation and load gap, many utilities that recognize the need to build more projects themselves face an important question: how do we start? One avenue is to focus inward and develop the internal expertise and resources needed to move projects from concept to commercialization—everything from land acquisition and permitting to financing, regulatory approvals, procurement strategies, and construction. While this approach gives utilities complete control over the development of new generation,
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