Please support this podcast by checking out our sponsors: - Lindy is your ultimate AI assistant that proactively manages your inbox - https://try.lindy.ai/tad - KrispCall: Agentic Cloud Telephony - https://try.krispcall.com/tad - Discover the Future of AI Audio with ElevenLabs - https://try.elevenlabs.io/tad Support The Automated Daily directly: Buy me a coffee: https://buymeacoffee.com/theautomateddaily Today's topics: Artemis II sets distance record - NASA’s Artemis II crew completed a lunar flyby, beat Apollo 13’s farthest-human-spaceflight record, and captured rare far-side views—key keywords: Orion, Moon flyby, distance record, earthrise, eclipse. JWST finds odd exoplanet air - James Webb Space Telescope data suggests TOI-5205 b has an unexpectedly low-metallicity atmosphere despite being a giant planet near a red dwarf—keywords: JWST, exoplanet, metallicity, methane, M-dwarf. Anthropic revenue surge and compute - Anthropic claims a dramatic revenue run-rate jump and secured long-term TPU capacity via Google and Broadcom, highlighting the AI ‘compute bottleneck’—keywords: Claude, TPUs, Broadcom, enterprise AI, compute crunch. OpenAI policy push and IPO - Sam Altman’s new industrial-policy blueprint warns of near-term AI disruption, while reporting suggests internal debate about an OpenAI IPO and massive infrastructure commitments—keywords: superintelligence, regulation, IPO, spending, governance. AI tightens software delivery loops - Vercel says an AI workflow now auto-approves many low-risk pull requests, and Meta describes a ‘knowledge layer’ to make coding agents less error-prone—keywords: PR automation, risk classification, codebase context, AI agents. Google runs AI on iPhone - Google’s AI Edge Gallery brings on-device Gemma models to iPhone, a notable step for local inference and privacy-friendly experimentation—keywords: Gemma, on-device AI, iOS app, local models, tool-calling. Post-quantum crypto urgency rises - Security experts are getting more urgent about migrating to post-quantum cryptography as timelines to break today’s ECC assumptions look less distant—keywords: post-quantum, ML-KEM, ML-DSA, WebPKI, 2030 risk. Social media harms and regulation - A U.S. jury verdict alleging addictive design harm from Meta and YouTube is fueling a ‘Big Tobacco’ style debate over youth safety and platform accountability—keywords: teen mental health, addiction design, regulation, online harms. Europe fast-tracks defence tech - The European Commission proposed AGILE, a fast-track defence innovation pilot to shorten procurement cycles for AI, drones, and quantum capabilities—keywords: EU defence, rapid prototyping, startups, procurement reform. Robots get better at hands - Robotics startup Generalist claims high reliability on dexterous tasks with its GEN-1 ‘physical AI’ model, pushing the idea of scalable robot learning—keywords: dexterous manipulation, production reliability, data collection, factories. LG rollable phone teardown surprise - A teardown of LG’s unreleased Rollable prototype shows why rollable phones stayed niche: complex motors, moving supports, and durability trade-offs—keywords: rollable OLED, teardown, motors, durability, prototypes. Publishers move beyond social traffic - Nate Silver argues social platforms are no longer dependable traffic engines for publishers, even as algorithmic incentives continue to warp public discourse—keywords: X, algorithms, media traffic, Substack, polarization. Episode Transcript Artemis II sets distance record Starting in space: NASA’s Artemis II crew is on the return leg after a successful Moon flyby, the first crewed lunar mission in more than half a century. During the far-side pass, Orion set a new distance record for a crewed spacecraft, topping Apollo 13’s mark, and the crew came within a few thousand miles of the lunar surface. They also experienced the classic communications blackout behind the Moon—then made the most of the view, spotting an “earthrise” and even seeing a solar eclipse from space. Beyond the headlines, this was a practical rehearsal: life support routines, manual handling, spacesuit procedures, and all the unglamorous realities you need nailed down before committing to a landing mission. Splashdown is expected in the Pacific off San Diego later this week, and the observations are meant to sharpen future landing plans, including work near the lunar south pole. JWST finds odd exoplanet air More space science, but much farther out: the James Webb Space Telescope has an atmospheric puzzle on its hands. Researchers looking at TOI-5205 b—a Jupiter-sized planet hugging a small red dwarf—say the planet’s atmosphere appears unusually poor in heavy elements. That’s surprising because giant planets are usually expected to pick up lots of heavier material as they form. The team still sees signatures consistent with methane and hydrogen sulfide, and after accounting for the host star’s activity, the result held up. If it’s confirmed, it’s another reminder that planet formation is messier than our tidy models—especially around small, active stars. Anthropic revenue surge and compute Now to the AI business race, where the big story is still compute—who has it, who can afford it, and who can lock it up for years. Anthropic says its annualized revenue run rate has climbed sharply since late 2025, and it’s also reporting a surge in enterprise customers spending at a very high level. Alongside that, the company expanded efforts with Google and Broadcom to secure long-term capacity, including a disclosed path to massive TPU-based compute starting in 2027. The takeaway isn’t just that Anthropic is growing; it’s that the frontier-model market is increasingly shaped by long contracts for power, data centers, and specialized chips. In other words: this is becoming an infrastructure industry, not just a software one. OpenAI policy push and IPO That links directly to the broader ‘compute crunch’ argument making the rounds in the industry. Analysts and engineers are pointing to a familiar pattern: demand rises fast, but new data centers and power delivery don’t appear overnight. And when the newest hardware needs more complex cooling and denser deployments, the practical rollouts can slow even more. If the next year or two really are defined by scarcity, users should expect more rationing—tighter limits, higher prices, and reliability issues—especially during peak demand. AI tightens software delivery loops Over at OpenAI, two different stories point in the same direction: AI is moving from a product wave into a policy-and-capital wave. First, Sam Altman released a new policy document arguing that advanced AI is close enough to require updated economic rules and stronger social protections—along with more urgent attention to cyber and biosecurity risks. Second, reporting suggests OpenAI leadership is divided over whether to pursue an IPO quickly and how aggressively to commit to long-term infrastructure spending. If that tension is real, it highlights the central challenge of the moment: the biggest AI labs are trying to build something society wants immediately, while also betting enormous sums on what the next five years will demand. Google runs AI on iPhone Zooming in on how AI is changing everyday software work: Vercel says it’s using an AI-driven workflow to auto-approve and merge a large share of low-risk pull requests in a major repository—while reserving human review for sensitive areas like security, payments, and core infrastructure. The interesting bit isn’t the automation itself; it’s the shift in how teams allocate attention. If the system works, reviewers spend less time rubber-stamping, and more time on the changes that can actually hurt you. Post-quantum crypto urgency rises Meta, meanwhile, described a different approach to making coding agents useful inside large, messy, real-world codebases. The company built a pre-computed set of internal ‘context guides’—essentially a curated map of how systems fit together—so agents don’t get lost or invent rules that aren’t true. This points to a practical lesson: for many organizations, the path to better AI output isn’t only a smarter model; it’s better, verified context about how the company actually builds software. Social media harms and regulation On the consumer side, Google released an official iPhone app that lets people run its Gemma models locally on-device. That’s notable because, until recently, ‘local AI’ on phones often meant unofficial demos or third-party wrappers. Running models on the device can be appealing for privacy, latency, and offline use—even if the experience still comes with trade-offs like big downloads and lightweight session features. It’s another sign that AI isn’t only racing forward in cloud data centers; it’s also being squeezed down into personal hardware where it can be tried, tested, and trusted differently. Europe fast-tracks defence tech Security watch: cryptography engineer Filippo Valsorda is urging faster adoption of post-quantum cryptography, arguing that estimates for breaking today’s widely used elliptic-curve systems are tightening in ways that make ‘sometime after 2030’ feel less safe as a planning assumption. The immediate message for organizations is simple: if you’re deploying new systems meant to last—especially anything tied to identity, certificates, or long-lived secrets—this is the moment to prioritize post-quantum migration plans, not just put them in a research bucket. Robots get better at hands In courts and policy, a major jury verdict in Los Angeles found that Meta and YouTube harmed a young user through addictive product design, in a case tied to body image issues and severe mental-health outcomes. Commentators are calling it a ‘Big Tobacco’ style moment for social platforms. Whatever happens
