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Amazon had been building its alternative to Starlink for some time. Now the company behind the iPhone SOS has been bought

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If we think about satellite internet, the first thing that comes to mind is usually Starlink. It is logical: SpaceX has managed to occupy a large part of the conversation in this area. But, while that was happening, what we have seen is that Amazon had been building its own bet on low orbit with Leoa project with which he wants to gain relevance in an increasingly disputed market. Now that plan has taken a much more serious step. The company founded by Jeff Bezos has announced an agreement to acquire globalstarthe company that until now supports several Apple satellite functions on compatible iPhones and on the Apple Watch Ultra 3among them Emergency OSS via satellite. At the same time, both companies have communicated an agreement to continue these services and collaborate on future satellite functions supported by Leo. In other words, not only does it buy a strategic piece of the sector, it also fully enters into an already established relationship with Apple. Here the value of Globalstar goes well beyond its name or its relationship with Apple. What Amazon is buying is a combination of satellite fleet, infrastructure, spectrum and operational knowledge accumulated over years in mobile satellite communications. There is also a particularly relevant point: the acquisition gives it immediate access to radio spectrum rights, a piece that can accelerate its plans to offer services on mobile phones and other devices in the future. Furthermore, this operation does not appear in a vacuum. Leo had been trying to gain traction with his own deployment for some time: he already has more than 200 satellites in orbit, although he is still far behind SpaceX. At the same time, the firm has been teaching the product and clients: A few days ago it presented its aviation antenna and already has agreements with JetBlue and Delta to offer inflight connectivity starting in 2027 and 2028, respectively. There is another detail that helps measure the magnitude of the movement without losing sight of caution. The information published by the Financial Times places the agreement in 11.6 billion dollars and places it among the largest purchases in the company’s history, below Whole Foods but above MGMalthough on paper there are still pending steps before considering it resolved. The announcement itself specifies that closure is planned for 2027, provided regulatory approvals arrive and certain technical commitments linked to Globalstar’s satellite program are met. Viewed as a whole, this step helps to better understand where Leo wants to go in the coming years. We are not just facing a large acquisition, but rather an attempt to gain time, capabilities and position in a race in which Starlink continues to set the benchmark. The operation, if it ends up closing as planned, can change the starting point of the American giant quite a bit. Images | Amazon | Apple | globalstar In Xataka | Samsung faces a very serious problem to surpass TSMC with its 2nm chips: the 60% curse

Intel seemed like an exiled company. Then April came.

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Intel stock has spent most of the year so far trading at between 42 and 48 dollars. At the time of writing these lines it is worth 65. A vertical rise of more than 50% in just nine sessions that allows it to once again be above 300,000 million dollars. Nothing like this had ever happened before in the company’s stock market history. Why is it important. The market has been punishing Intel for years. It went from $65 per share to less than $20 in four years. Now it is resurrected after losing technological leadership to TSMC, after seeing how AMD took away share in servers and after several years selling assets to survive. What has happened in this month of April is a change of narrative. And in markets, narrative is almost everything. The three catalysts. The story has been built on three pieces of news that arrived in a few days: On April 1, Intel announced the repurchase of the 49% that Apollo Global Management had in its factory in Leixlip (Ireland) for 14.2 billion dollars. Apollo had paid 11.2 billion for that stake in 2024. That Intel now recovers it with a 27% premium It says a lot: Intel has stopped selling assets to survive and has started buying and expanding. The market interpreted it as a sign of strength and the stock rose almost 9% that day. On April 7, Intel confirmed its participation in Terafabthe chip manufacturing macro project promoted by Elon Musk together with Tesla, SpaceX and xAI. The goal of the complex, located in Austin, is to produce one terawatt per year of computing capacity to drive advances in AI and robotics. On April 9 it was announced a multi-year agreement with Google to deploy future generations of Xeon processors and IPUs in their AI data centers. The following days saw the accumulated increases: Intel closed on April 8 at $58.95, with an increase in a single session (11.4%) and a volume of shares (179.7 million, 64% above its average for the previous three months) skyrocketed. Between the lines. The buyback of the Irish factory is a declaration of intentions on industrial sovereignty. The facility produces chips with the processes Intel 4 and Intel 3both essential for advanced manufacturing in Europe. Regaining full control of that factory, just when geopolitics has turned dependence on TSMC into a strategic problem for the West, gives Intel an argument that it did not have two years ago. Surprises life gives you. Yes, but. It’s often a great idea to respond with a cold read to market enthusiasm. The analyst consensus remains cautious, with a median price target of between $47 and $48well below where it is trading now. Furthermore, the debt has increased with the purchase of Ireland, Terafab is still a project in a very early stage and the first quarter results, scheduled for the 23rd, will test whether the stock market euphoria has a solid basis or if it has been too far ahead of operational reality. The big question. Can Intel support this narrative with real numbers? The CEO, Lip-Bu Tanhas been at the helm for just over a year and has already managed to stabilize the ship: the 18A process It went into volume production in January, there are more than 200 PC designs based on it, and he himself admitted in the fourth quarter earnings presentation that Intel had underestimated demand. But Intel has not yet won the battle of foundry: that is to come, and TSMC will not wait quietly for someone to overtake it. In Xataka | In the midst of the RAM crisis, Intel counterattacks with ZAM. It is the chip to break South Korean hegemony Featured image | Xataka with Mockuuups Studio

A company wants to sell sunlight on demand using gigantic mirrors in space. We have questions

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A Californian startup wants to sell solar light at night and, although it has not yet started, many scientists are already putting their hands together. They find it difficult to do it correctly for technical reasons, but they consider that it would be even more serious if these difficulties are resolved. The consequences for people’s health, the environment and the work of astronomers can be devastating. The longest day. The goal of Reflect Orbital is to launch into space a swarm of 4,000 satellites loaded with giant mirrors. These would capture sunlight from the illuminated side of the Earth and reflect it in dark areas. Thus, the solar panels could work 24 hours a day, not only when sunlight naturally falls on them. First steps. For now, the objectives of this startup have been developed only on paper. They already have their first satellite ready, which they have named Eärendil-1, in honor of a JRR Tolkien character. However, They are still waiting for the Federal Communications Commission (FCC) to of the United States gives the green light for its launch. In principle It is scheduled to take place throughout this month of Aprilbut there is no definitive date. Once in low Earth orbit, this satellite will deploy an 18-meter-wide mirror, which would be capable of illuminating a 5-kilometer patch on Earth. If all goes well, a swarm of 4,000 mirrors could be launched by 2030. The background is not good. There was already a project similar to this developed in Russia in the 1990s. The goal of the project, named Znamya, was to illuminate Siberia in the dark winter months. And they got it. However, the resulting light was so dim and the satellite so difficult to control that the mission was never completed. More than technical difficulties. Fionagh Thomson, researcher in spatial ethics at Durham University, explained in statements to Live Science who does not believe that the project is viable today, since the engineering involved is very complex. They already verified it in Russia. But that’s not all. Both this and other experts warn that a large amount of light pollution would be generated, which could affect the circadian rhythms of living beings in the illuminated environment. It could also dazzle aircraft pilots and make the work of astronomers difficult. Even astronomy enthusiasts trying to look at the sky with binoculars or a telescope could suffer vision damage if they encounter the light reflected from these satellites. After all, the population would not be notified before changing the direction of the mirrors. Worse than Starlink. starlink, Elon Musk’s telecommunications companyhas been receiving criticism for many years for the artificial way in which they illuminate the night sky. However, this company’s satellites accidentally illuminate the Earth. In this case it would be something deliberate and, therefore, even more intense and serious. It’s not worth it. All these risks are not worth it when you consider the results. And many other experts assure that the light that would be obtained would be too dim. The solar radiation that would reach the solar panels, for example, would be a minimum fraction of that which arrives during the day. In order to obtain a sufficient amount of light, an exorbitant number of satellites would have to be launched into space and that would be expensive and even more dangerous. Beware of space debris. If the mirror of Eärendil-1 will measure about 18 meters in diameter, the goal of Reflect Orbital is to launch satellites into space with even larger mirrors, up to 54 meters. In general, they would be giant objects; who would therefore be at greater risk of impacting with meteorites or space junk fragments. The more exposed surface, the more risk. This would not only mean the uncontrolled release of fragments resulting from the impact, it would also cause damage to the structure of the mirrors themselves. A leaky mirror would be even more difficult to control and its harmful effects could worsen. Therefore, although the goal of selling sunlight at night seems feasible on paper, in reality it is complicated and dangerous. We’ll see where all this goes. Image | Reflect Orbital In Xataka | Solar thermal plants are in the doldrums, so now they have two jobs: generating energy by day and hunting asteroids by night

There is a company that remains committed to saving the manual gearbox no matter what the cost: BMW

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The manual gearbox has been around for years on the tightrope within the motor world. More and more brands are abandoning it, emissions regulations are stifling it and suppliers are not exactly in favor of manufacturing it in smaller quantities. However, BMW’s M division has not yet signed his death certificate. What BMW said. Sylvia Neubauer, Vice President Customers, Brand and Sales at BMW M, confirmed in an interview with the German media Automobilwoche that the division’s engineers continue to actively work to find a solution that allows the clutch pedal to be maintained in its future models. Neubauer did not go into technical details, but according to the publication, the executive “promises a solution.” The technical problem. The obstacle is not so much power as torque. BMW M’s inline six-cylinder engines generate torque figures that current manual gearboxes cannot absorb without mechanical compromise. A clear example: the BMW M2 CS arrived without a manual gearbox option precisely because the transmission was not capable of managing the engine torque. The same S58 that produces 553 HP in the 3.0 CSL has torque limited to 550 Nm with manual, while in other configurations it can deliver an extra 100 Nm. And developing a completely new and more robust manual transmission for use in only a handful of models is, according to the head of BMW MFrank van Meel, “something that does not add up economically.” The possible solution: decelerated engines. What the engineers would be exploring is artificially limit torque output in engines that are paired with a manual transmission. It is not a new concept, it is already happening currently with the M2, whose automatic version has 50 Nm more torque than the lever variant. The question is whether buyers will be willing to accept that compromise in upcoming models. What models are left with a manual. After the Z4 M40i goes out of production this month, BMW M is left with only three cars equipped with a stick shift: the M2, M3 and M4. The current M3 is close to the end of its life cycle, with a replacement expected in 2028. What we do not know is if its new generation will arrive with a manual gearshift. From BMW Blog they are not very clear. The M2 and M4, however, still have plenty of power for a while. Why is it so difficult to save he manual. It is a constant pressure that comes from several fronts. Emission regulations in Europe they tighten more and more (in 2030, manufacturers must reduce fleet emissions by 55% compared to 2021) and automatic vehicles consume less in the approved cycle. Driving assistance systems are designed almost exclusively to work with automatic transmissions. And the transmission providers themselves They prefer to work with large volumesnot with short runs of manuals for niche enthusiasts. What this means. BMW M isn’t closing the door, but it isn’t opening any wide either. The brand is betting on saving time (and not disappointing its most purist customer base) while solving an engineering problem that is very economical. If the solution is to decelerate the engines with manual transmission, that could generate debate among those who expect maximum performance in each configuration. But for those who value the driving experience over the information on paper, it may be enough. In Xataka | China has been boasting about its driverless robotaxis for years. Until more than 100 have stood at once in Wuhan

OpenAI is the most successful company on the planet. Also the one that plans to lose 85,000 million dollars in a single year

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Something special is going to happen in 2026: both OpenAI and Anthropic are going public. This will finally mean that individual investors can invest in them and bet on their future with their money. It will be the definitive exam for the credibility of companies that have grown exceptionally in recent years but also They have burned the money as if there were no tomorrow. But be careful, because there is a compelling reality here: they are going to continue burning it in an even more astonishing way. The two sides of the IPO. The Wall Street Journal has had access to the financial documents submitted to investors before the IPOs proposed by both OpenAI and Anthropic. They reveal extraordinarily striking data that have two sides. Amazement and concern with OpenAI. For example, OpenAI has indicated that it will almost double its revenue this year. According to their forecasts, they could become profitable in 2026 if one excludes the cost of training their models (which are stratospheric, of course). But there is the other reality: OpenAI expects to spend $121 billion on computing power in 2028, so even doubling revenue it will lose, attention, $85 billion. No company has ever lost this amount of money and survived, but OpenAI not only promises that it will survive, but that those losses will end up being almost anecdotal. I tell you the truth, but only part of it. Both companies wanted to show two different versions of reality when talking about how they present their profitability. In one, the very expensive model training processes are included, and in others in which these costs are excluded under a heading called “computing for research.” Excluding those costs, OpenAI is on track to achieve a small pre-tax operating profit this year. Anthropic also promises to achieve this if its most optimistic scenario comes true. Excluding the cost of training models, both OpenAI and Anthropic could be “profitable” this year. Source: WSJ. Until 2030, no real profitability. If the costs and investment in model training are included, OpenAI indicates that it will end up being profitable in 2030, a fact that They had already planned a long time ago and that could not hide a forceful reality: the company has not only not stopped spending money until now: it is going to continue spending it, but to an even greater extent with projects like Stargate to the head. Saying that in 2026 they will be profitable if we do not consider training costs is like an airline telling us that it is profitable excluding the cost of fuel. Anthropic, by the way, expects to be fully profitable in 2028. Revenues growing fast, costs even faster. In addition to those training processes, both OpenAI and Anthropic are spending billions of dollars every year in inferencea section that is beginning to be even more important at an operational and strategic level. Currently, these inference costs represent half of each company’s revenue, although inference technology is expected to becomes cheaper and therefore the costs too. Here, however, there are two big differences between both companies: OpenAI: most ChatGPT users do not pay to use the service, so OpenAI assumes these inference costs without making them profitable. According to OpenAI, this facilitates adoption and will allow users to become subscribers in the future, something that is not happening too much at the moment. Anthropic: This startup has managed to win over many companies that pay to use their models, and it is evident that the company is absolutely focused on making you pay to use their models if you want to use them. And if not, Tell OpenClaw. Betting on the future. The companies and venture capital funds that have invested billions in OpenAI or Anthropic have made a bet on the future. They have blind faith that these companies will end up taking over the world, so the fact that today they are still not profitable does not scare them… or not enough to withdraw from this expensive race. Both have experienced spectacular growth that serves as an argument for investors. In addition, the growing interest of companies in integrating AI solutions by paying for them has boosted Anthropic and even caused OpenAI to reorganize and change its strategy. Less fireworks and hypemore focus in what makes money. The IPO as a trick to survive. Both companies are going to continue burning money like there was no tomorrow in the coming years, but now they hope that investors will be the ones to sustain their businesses. The amount of money they will need has made even the Nasdaq make things easier: It will allow newly listed companies to join its renowned index more quickly, giving them access to larger capital reserves. Now it will be the public market and to a large extent the individual investor who will decide whether they want to bet on that future or not. A small survey. Would you invest in OpenAI or Anthropic if it went public? It is evident that both companies generate different impressions, and although their strategies and ways of doing things are different, it is clear that this public sale offer is going to be very striking when it occurs. So, it is a good time to find out a little about what you, the xatakeros, think about this financial movement of these companies. Image | TechCrunch | Wikimedia Commons In Xataka | NVIDIA has so much money that it is becoming something different: the largest startup incubator in the world

SpaceX is now a company in the railway sector and it is very bad news for its employees

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For some people it will be ingenuity, for others a very hard face, but the point is that SpaceX has found a way to avoid lawsuits and strikes by its workers when obtaining the name of air transport company. This means that it is regulated under the Railway Labor Law, with all the benefits that it entails within US legislation. The news. On March 13, the official resolution was made public by which SpaceX, Elon Musk’s space agency, is now considered a company in the railway sector in the United States. This means that your activity is no longer subject to the supervision of the National Labor Relations Board (NLRB)which is typically responsible for protecting the labor rights of private sector workers. The layoffs that started it all. In January 2024, the NLRB put a lawsuit against SpaceX on the tableafter the company illegally fired 8 employees. The lawsuit requested reinstatement of the employees, back pay, and a letter of apology to each of them. Given this situation, SpaceX responded with another lawsuit to the NLRBalleging that the procedure being carried out was unconstitutional. Rockets have the same legal treatment as cargo planes. An ace up your sleeve. According to Elon Musk’s company, the NLRB should not be able to act against a company that is dedicated to transportation. He added that One of its main missions is the transport of humans and goods to the International Space Station.. In many cases, these jobs are carried out for NASA, so they would also be providing a service to the Government. For all this, they requested to be covered under the Railway Labor Law. A plan that suits many. In recent years, SpaceX, as well as other Elon Musk companies, have been the subject of complaints from a multitude of dissatisfied employees, either due to their personal situation or due to bad practices carried out in the company. In the case of Neuralink, for example, Very bad practice towards laboratory animals was reported. But returning to SpaceX, the increasing volume of complaints could put the company’s work pace at risk. This, logically, would harm its managers, but also the companies that benefit from its services. The entire US space program would probably collapse. For all this, although it seemed difficult, in the end Elon Musk’s company has had a resolution in favor of its new name. Immune to strikes. One of the peculiarities of railroad companies in the United States is that they benefit from special state protection. Since minimum transport services must be guaranteed, strikes and other similar activities that would normally slow down the normal pace of work are closely controlled. The NLRB no longer rules. Another of those special protections for railroad companies is that the NLRB no longer has power over them. Therefore, dismissed employees cannot resort to it to report their situation. Instead, the company is governed by the rules of the National Mediation Boardmuch more lax in the mediation of labor disputes. It is true that employees can request strikes, but to do so they must undergo a long and tedious process that often causes them to change their decision. And now what? With this new name, SpaceX has even more power and freedom than before. If measures are carried out that involve malpractice towards employees, it is difficult for their complaints to come to fruition legally. This gives them a lot of leeway and greatly speeds up their protocols. Other curious legal victories. It is not the first time that SpaceX has obtained an unexpected legal name. Last year, for example, The Starbase base was given the name of cityso that all employees who live nearby would also become inhabitants. This, far from changing a few patterns, also gave SpaceX more freedom when maneuvering in the areas surrounding its base. As with railway legislation, what may seem like a small name change can change everything. Image | Gage Skidmore (Wikimedia Commons) |SpaceX In Xataka | SpaceX is preparing the largest IPO in history: the fact that it is doing so right now is no coincidence

The Aragón justice system has shown how expensive it can be for a company to get involved with dismissal letters: 46,665 euros

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There are mistakes that can be corrected with a simple apology. And then there are errors that, once committedhave legal consequences that no apology can undo. A freight transport company in Huesca discovered this in the worst possible way when it fired one of its employees, regretted it days later, trying to back down, and then fired him again. All of this while the worker was at home on medical leave. What seemed like an internal bureaucratic mess ended up in court and with compensation of more than 46,000 euros. The dismissal letters the devil carries them. Two layoffs, one leave and fifteen days of chaos. As documented in the sentence In the case that reached the Superior Court of Justice of Aragon, the worker had been in the company since 2011, with an indefinite contract, and had accumulated more than a year of medical leave due to a cervical injury when, on December 14, 2023, he received a burofax from his company informing him of the disciplinary dismissal. As indicated in the dismissal letter, the employee had carried out incompatible activities with his low status. The worker did not take long to react and began the process to challenge the dismissal in court. But then something unexpected happened. On December 20, just six days later, a second burofax arrived in which the company declared that the first dismissal was annulled and that an internal disciplinary file was opened in its place. Not satisfied with this, on December 29 they received a third burofax containing another dismissal letter, this time accompanied by the payroll and the corresponding settlement. Within two weeks, the employee had received two dismissal communications and one cancellation while was still convalescing at home. Why the company wanted to back down. As stated in the ruling, the company argued that the first dismissal had been a procedural error and considered that the initial letter had formal defects related to the applicable collective agreement, since the worker had questioned by email whether the merchandise transportation agreement or the chemical industry agreement should apply. The company’s intention was to annul that first dismissal, open the correct disciplinary file and issue a new letter in order. From his point of view, the only real dismissal was that of December 29, which had never been challenged by the worker. The company also tried to demonstrate to the court that the underlying reason for the dismissal was legitimate: a private detective report recorded the worker carrying out physical activity during his medical leave, which he interpreted as a simulation of the disability or, at least, as a behavior incompatible with recovery. A dismissal letter is not a draft. The problem for the company is that the dismissal letter is not a simple administrative communication with the employee, but is a document with key legal value with which an entire dismissal process begins with very well-defined deadlines and procedures to give maximum guarantees to both companies and employees. He article 55.1 of the Workers’ Statute establishes that disciplinary dismissal must be notified in writing, with the facts that motivate it and the effective date. Once that letter is delivered, a legal mechanism is put in place that neither party can stop unilaterally. The law itself contemplates the possibility for the company to retract the dismissal and provides a way out when a company wants to correct a poorly formulated dismissal, but as stated in article 55.2 of the Workers’ Statute, it is subject to very precise conditions and deadlines. Furthermore, it is only admitted if, during that rectification period, the company keeps the worker registered with Social Security and pays them all salaries. In this case, the ruling states that it was not proven that the company had complied with that requirement, which blocked this means of rectification. Without the worker’s acceptance, there is no turning back. On the other hand, and beyond the administrative procedures, there is an additional requirement that the company did not comply with in its process of rectification of the first dismissal: for the employment relationship to be restored, the worker who has been dismissed must expressly accept it. It is not enough for the company to declare on its own that the dismissal is without effect. The Supreme Court already established that a communicated dismissal determines that the worker is not obliged to accept any subsequent retraction from the company, and that claiming before the courts in that situation does not constitute any type of abuse. In this case, the employee did not explicitly accept the annulment of the first dismissal or return to his position. The email he sent to the company questioning the applicable collective agreement was not considered by the court as a tacit acceptance of the withdrawal, but rather as confirmation of his dismissal status. The employment relationship, in the eyes of the law, had been terminated on December 14 and no subsequent communication from the company could change that unilaterally. The outcome: more than 46,000 euros in compensation. The TSJ of Aragón also ruled out the argument about physical activity during sick leave. It was proven that the outputs recorded by detective They were walks or runs of about 40 minutes of moderate duration that, according to the medical assessment, were not contraindicated for the worker’s recovery from the cervical injury. With all these arguments on the table, the court declared the dismissal inadmissible, the first, because the second no longer had any legal value, and established compensation of 46,665.34 euros, calculated based on age of the worker. The company appealed that decision to the Superior Court of Justice of Aragon, which confirmed it in its entirety and also ordered it to pay 800 euros in costs. Dismissal letters, especially if they are not well formulated, are carried by the devil. In Xataka | He had been in the same notary office for 16 years and was fired for not passing the trial period: the Supreme Court ended up seeing the … Read more

The company that earns 2,000 million a month is already worth 852,000 million dollars

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Just a year ago we broke the same news: OpenAI had broken the record for the largest financing round in the history of Silicon Valley. Then it was $40 billion, which raised the startup’s valuation to $300 billion. The curious thing is that today, a year later, history repeats itself, but with much (very much) higher numbers and also more doubts flying over the environment. Add and continue. OpenAI has broken the record again of Silicon Valley’s largest financing round, raising no less than $122 billion, which places its “post-money” valuation at $852 billion. OpenAI claims that this investment will allow them to expand their computing capacity and thus be able to sustain the development of their frontier models. Why it is important. OpenAI is the most valuable private company in the world, ahead of giants such as JP Morgan, Samsung or Visa. There are only 14 companies listed on the stock market that exceed their valuation, but they have also tripled it in just one year. All this happens in the shadow of a possible bubblewith many doubts about your business strategy and, above all, IPO on the horizon nearby. Who puts the money. Already They confirmed it a few days ago: Of the 122,000 million, NVIDIA, SoftBank and Amazon have contributed 110,000. The person who has contributed the most has been Amazon, which has put 50,000 million in OpenAI’s pocket. For their part, NVIDIA and SoftBank have contributed 30 billion each. The absence of Microsoft is striking, especially since they were expected to contribute “several billion more.” The remaining 12 billion come from venture capital firms in Silicon Valley and Wall Street. Of these, at least 3,000 million have been raised from individual investors through banks. An act of faith. OpenAI enters 2,000 million dollars per month, is a ridiculous figure compared to all the money that burns. Furthermore, we must not lose sight of the fact that those who are investing the most in the company are the ones who later charge it for using its chips (NVIDIA) and its data centers (Amazon). This circular financing scheme has not gone unnoticed and It is very reminiscent of another bubble from a while ago. Despite everything, investors seem to still have faith in OpenAI’s business model. Refocusing. OpenAI receives this round of funding amid its efforts to reorient its business model. After 2025 in which They have shot at everything that movedit seems that they have finally realized that AI is not won through memes. One of the most forceful steps in its new direction is Sora’s closurebut also They prepare a super app and They plan to double their staff. The underlying reason is that Anthropic is eating their toast in a field that is less viralizable, but much more profitable: business clients. We will see if this new OpenAI can be profitable. Image | Own edition with background Unsplash In Xataka | Here’s a disturbing message for OpenAI investors: Sam Altman’s new priority is finding money

OpenAI had to choose between “being the company that has erotic AI” or competing with Anthropic. And he has chosen the obvious

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Sam Altman wasn’t afraid to try things. That people want to create Studio Ghibli style images? Forward. AI Videos hyperrealistic? Go for it. A browser with AI? we have it. Wherever I saw an option to add AI, OpenAI added it. But that was before, because these projects are being put on the back burner or directly closed for a simple reason: they are blank bullets. ChatGPT is not going to flirt with you. According to the Financial TimesOpenAI has canceled its plans to launch an erotic chatbot, and now the goal is to focus its resources on its most important products. The decision is partly a response to tensions and internal criticism from employees and investors when offering sexualized AI content. One former employee noted that “AI shouldn’t replace your friends or family; you should have human connections.” Making an erotic chatbot is not that easy. In addition to the social impact, it seems that OpenAI has had to face really complex technical challenges when creating this type of chatbot. Training an AI model to do something that “normal” models were trying to avoid was causing problems. For example, when including data sets with explicit content it was necessary to eliminate illegal behavior, such as bestiality or incest. That adult mode, called “Citron mode” internally, could have required users to prove that they were over 18 years old. Too much risk. The move to launch an “adult mode” of ChatGPT was reputationally risky, and people familiar with the decision have indicated that OpenAI wants to begin a long-term investigation into the effects of explicitly sexual chats and the emotional bonds that this type of interaction can create in users. They point out that at the moment there is no “empirical evidence” about the impact, but for now they are clear. And yet, there is another great reason to cancel it indefinitely. Let’s focus on what makes money. In recent weeks we have seen how the new pretty girl of the world of AI is Anthropic, which with Claude has managed to conquer precisely the market sector that is beginning to generate income decent for AI: the companies. OpenAI had been especially focused on end users, but the steps it has taken to try to convince us to pay for ChatGPT Plus/Pro They don’t quite work. No ads, no shopping. A few months ago OpenAI announced that ChatGPT was already capable of buy things for you with its Instant Checkout. The feature was really promising and proposed a paradigm shift in the rules of traditional e-commerce, but this launch seems to have had much less impact than expected. The decision to place ads during conversations seems not going to make ChatGPT’s revenue skyrocket either, so the solution is becoming clearer: if we have to be like Anthropic, we will be more Anthropic, we imagine Sam Altman is saying. Goodbye Sora… The ads don’t quite work, neither does Instant Checkout, and many other launches have not gone beyond generating a fleeting expectation. It happened with Sora: that OpenAI I abandoned her It is a disturbing sign that the company prefers to completely recalibrate. …hello superapp. Another sign of this reorganization is the fact that OpenAI is preparing a desktop tool that will unify its chatbot, its code platform (Codex) and the Atlas browser. The objective, to create a super app with agentic capabilities, not only oriented to code, but also to productivity. It is not clear if they will launch it as a solution for end users or the destination will be the company, where Anthropic is winning the game. New ‘Spud’ model in sight. In The Information indicated this week that OpenAI had recently completed development of a new AI model called Spud. OpenAI is expected to launch it in the coming weeks, and Altman reportedly told his employees that such a model “can really accelerate the economy.” It is not clear what it refers to (agent capabilities?), but with it OpenAI may be able to regain some of the ground lost with Anthropic. If Anthropic lets him, which we doubt. Image | Universal Pictures In Xataka | Wikipedia has banned using AI to write or rewrite articles in English. Human knowledge begins to raise barriers

Campo de Montiel has rare earths to cover 33% of European demand, according to a mining company. The Board has said “no, thank you”

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Oil may be the resource that makes most of the headlines today, but the rare earthare “the cover” of the technology industry: they are decisive practically in any sector and also set the geopolitical agenda at a time of tariffs and vetoes. And if there is a country that cuts cod into rare earths (spoiler: They are neither earth nor are they rarebut 17 metals) that is China: there is no one to cough or in reserves neither in production. There was a time when The United States dominated this sectorbut that time passed away. And Europe? Well, at the moment rare earths are not produced, but we are working on it: has stepped on the accelerator at the Per Geijer superminein Kiruna (Sweden), where you could get 18% of what you need. Meanwhile, in a place in La Mancha whose name I don’t want to remember, there is who points that could obtain 2,100 tons per year of lanthanides, enough to cover 33% of European needs. There is only one little problem: the Junta de Comunidades de Castilla-La Mancha has said that they are not interested. And they are not alone. Campo de Montiel is a (potential) mine. Back in 2013 the Spanish company Quantum Mining put under his magnifying glass the region of Campo de Montiel, in Ciudad Real. Next to Torrenueva is that promising site that is the object of your desires: Matamulas. According to their analysis, it is full of monazite (along with bastnasite, the main rare earth ore) gray. But really loaded: the company assures that in Campo de Montiel more than 2,100 tons could be produced per year. Is that a lot or a little? According to the company, it is approximately a third of European consumption needs, although Eurostat figure in 12,900 annual tons imported by 2024, which would leave the percentage around 16% (the company does not publicly detail with what reference it calculates that third). The firm lands it with applications such as the construction of 350,000 electric cars or 10,000 wind turbines. Quantum Mining Production Estimates “We’re not interested.” A month ago Quantum Minería tried again and you already have an answer of the autonomous government: Mercedes Gómez, the Minister of Sustainable Development, explains that they are not interested in holding a competition so that tastings can be carried out at the Matamulas site. Not again: in 2013 the Board granted the mining company (and two other companies) exploitation permits, which was rejected in 2017. In 2024 came back to request permits, this time framed within the Neodimio project, again encountering a no. The EU also left them outside of their strategic projects. What Quantum wants to do. The mining plan It involves temporarily removing a half-meter layer of vegetation (mainly cereal) so that, once the process is finished, it can be reused in the restoration. Afterwards, backhoes extract two meters deep to reach the gray monazite. That material is taken to a concentration plant to be screened using physical processes, without chemical additives, so that the soil can be returned to its site later. Then the land is leveled and the crop is replaced. These works are carried out hectare by hectare, so that it does not interrupt the agricultural processes in the surroundings. According to the company, when the land is restored it can be cultivated “even in better conditions than the original ones.” Why not. Given the insistent interest of Quantum, the citizen platform ‘Yes to the Living Land‘ and other citizen activism movements once again opposed, in addition to one of the wineries in the region. A decade ago Ecologists in Action detailed that the environmental impact of this operation on the 27,500 hectares included in the project would be severe. One of the bottlenecks is water: for this operation they estimate that between 310,000 and 500,000 cubic meters of water would be needed annually during the estimated ten years of exploitation (washing and processing are two processes that consume a lot of water). In that area the water pressure is high, with droughts, reservoirs in states of emergency, overexploited aquifers and intense grassroots agricultural activity as icing on the cake. In addition, in the region there are two Special Protection Areas for Birds and it is the habitat of the lynx. In Xataka | The world’s rare earth reserves, laid out in this graph showing the brutal dominance of a single country In Xataka | Europe seeks its sovereignty in rare earths and knows how to achieve it the fast way: with a supermine in Sweden Cover | ダモリ and Karen Paredes Carabantes

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