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Wall Street has turned on the spigot of infinite money for AI. They have forgotten a small detail: the electrical network

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In that equation that the world is trying to solve with AI, there is a half that not many people have noticed: debt. Behind every AI-generated chat and video is a gigantic network of data centers, and those data centers are being financed with a mountain of borrowed money. And therein lies the problem. In what is borrowed. Debt and more debt. According to recent datathe issuance of secured debt linked to data centers in the United States is estimated to be $25.4 billion by 2025. It is 112% more than the previous year. If we add up all the complex financial instruments (known as asset-backed securities (ABS) and commercial mortgage-backed securities (CMBSS)), the snowball is already huge: there are almost $49 billion tied to these securities. Bonuses for everyone. Here there are not only startups asking for loans, no. The technology giants that are setting up these infrastructures – the so-called hyperscalers – are also taking advantage of this mechanism. Companies such as Microsoft, Google, Oracle or Meta have rediscovered the bond market as a source of financing. Better to spend what is not mine. They all have huge amounts of money, but instead of spending their own cash, They have raised 100,000 million dollars in debt issues so far this year. The goal: buy thousands of GPUs and build data centers before the competition. What are you doing, Oracle? If there is a company that embodies the vertigo of this excessive bet, it is Oracle. The company created by Larry Ellison has committed to meeting a Pharaonic $300 billion deal with OpenAI. That has forced it to become the largest issuer of corporate debt (outside the financial sector). The numbers are scary: your total debt has grown to 111.6 billion dollarswhile its cash has dropped by 10,000 million. Citi estimates they’ll need to borrow another $20 billion to $30 billion every year (every year!) for the next three years just to keep building. excessive ambition. There are also examples of startups that are exploiting this facet. One of the clearest is the one from CoreWeavea company famous for renting computing capacity for AI. The company has secured credit lines of $2.5 billion backed by leading investment banks such as JPMorgan. The market message seems clear: “if you’re going to build for AI, here’s the money.” How to get a 30-year mortgage. Analysts of all kinds have been keeping the fly behind their ears for some time, and one of the latest Moody’s reports is a good example. Concrete buildings are usually financed with terms of 20 or 30 years, but the technology inside (such as AI chips) changes radically every 3 or 4 years. Does it make sense to go into debt three decades from now for a technology that evolves so quickly? cheap money. Investors are also agreeing to charge minimal interest, just 1% above what the safe US public debt pays, when they assume that risk. It’s a worrying classic sign of euphoria. There is so much money wanting to enter the sector that those who lend it have lowered their guard and demand very little return for their risk. They firmly believe in the promises of AI while increasingly more analysts warnhorrified, that we are facing an “irrational exuberance.” Having money is no longer enough. All this is already scary, but the real bottleneck for expansion is not even capital or chips, but the electrical grid. As Satya Nadella, CEO of Microsoft, pointed out, there is no power for so many chips. The situation is so worrying that a Deloitte study indicated in a study that there are a seven-year waiting line to connect some data center projects to the electrical grid. And if companies want to obtain financing, they need have guaranteed electricity supply for your data centers. If there is no plug, there is no loan. Big Tech looks for electrons. At OpenAI they already warned of the problem months ago when talking about the “electron gap” describing electrons (energy) as the new oil. Almost all the major companies in the industry are making a move. Google has signed an agreement with TotalEnergies to be delivered 1.5 TWh of electricity over the next 15 years, and Meta did something similar with Treaty Oak Clean Energy to get 385 MW of its solar plants in Louisiana. The bubble before the big question. All of this further increases the fear that the AI ​​bubble will end up bursting in a big way. Meanwhile, the big unknown is whether the demand for artificial intelligence will be capable of paying the immense electrical and financial bill that it is signing today in 5 or 10 years. The credit party continues. In Xataka | While Silicon Valley seeks electricity, China subsidizes it: this is how it wants to win the AI ​​war

It is much more. And that terrifies Wall Street

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The first sentence of this headline is not of its own origin, but of Axios in his wonderful portrait of technological dependence on OpenAI. Altman is receiving pressure from several fronts: Google eating ground since Gemini 3. The demands that accumulate. AND more than $1 trillion in investment commitments that depend on the success of the company. Why is it importantand. ChatGPT was born as the product of a startupbut now it is the axis that supports an entire industry. If it fails to balance the accounts, it would not only drag down OpenAI, but also dozens of companies, investors and projects with many zeros that have opted for the permanence of the current AI paradigm. Between the lines. The situation is, in itself, a paradox: OpenAI introduced generative AI into the collective imagination and convinced Wall Street that this revolution was real and imminent. Now that same dominant position makes it a single point of systemic failure. As Paul Kedrosky explainsMIT researcher, underestimating their individual role would be “a serious misunderstanding of what is happening in the market.” The context. The company faces rising costs, a brutal war for talent and so many doubts about your consumption strategy that porn is starting to be an option. Altman has refocused priorities on improving ChatGPT and the models that power it, he said The Wall Street Journal after the arrival of Gemini 3. But the problem goes beyond the technical: it is a network of intertwined agreements between a few giant companies, where the weakness of one threatens to paralyze the rest. Yes, but. A technical failure seems very unlikely. OpenAI continues to progress with ChatGPT despite the competition. The real risk is financial and psychological: Microsoft and Meta buy chips wildly for fear of being left behind. If OpenAI falters, that chip-buying FOMO evaporates. NVIDIA chips serve as collateral for billions in loans. If demand falls, the value of the collateral falls. And if those loans go bad, lenders are left with depreciated assets. Trust is everything. OpenAI and ChatGPT popularized AI among users and investors. This sentimental position amplifies any perception of weakness. The threat. The debate over whether OpenAI is “too big to fail” is gaining momentum. Chief Financial Officer, Sarah Friar, last month he somewhat awkwardly suggested the possibility of federal backingfueling the debate. Being “too big to fail” (the famous too big to fail) implies that the government would intervene because the economic and political consequences would be unaffordable. On the other side. Altman took it upon himself to categorically reject any government support. “If we screw up and can’t fix it, we should go bankrupt. Other companies will continue to do good work and serve customers. That’s how capitalism works,” said in X a few weeks ago. behind the scenes. OpenAI’s leadership is part narrative and part technical. They were the ones who introduced the idea of ​​generative AI to the masses, they have a role in AI similar to that of Google in searches or email, and that cultural penetration means that any slippage can be magnified. What’s at stake isn’t just the future of a company valued at half a billion and counting. It is the credibility of the entire narrative about AI. If OpenAI stumbles, investors could conclude that they overestimated the speed of adoption and profitability of the sector. This readjustment of expectations would have immediate consequences on valuations, capital flows and projects in development. Featured image | Dima SolominXataka In Xataka | We have been enjoying AI without ads for three years. That is about to end for obvious reasons.

China has been building the Great Green Wall for 50 years. What I had not planned was to alter the rains

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The China’s forests are growing. It has nothing to do with a natural process, but with a meticulously followed strategy to contain the desert expansion and reforest the country with billions of trees. The consequence of this reforestation is not limited to having more trees and two studies have just shown the counterpart of massive ecological engineering. This is not good news: the continental hydrological cycle is being altered. The Green Wall. Of China’s deserts, the Gobi may be the best known, but the Taklamakan It is one of the most problematic. 85% of this 337,600 km² desert are dunes, which at certain times of the year generates sand storms that leave the surrounding towns without crops. And countries like the two Koreas or Japan too they suffered the effects of storms. Furthermore, it was growing, so in 1978, the country launched march the Refugio Tres Norte Forest Program. The strategy: a series of tree belts to contain the expansion of its largest deserts. The objective: to go from forest cover in the country of 5.05% in 1997 to almost 15%, and the idea is complete that belt by 2050 with a total of 4,500 kilometers long. At the moment, the Great Green Wall has completed the shield around Taklamakan with a belt of about 3,000 km, observing a decrease in sandstorms. Consequences in water. Apart from that desert, in others such as Ulanbuh, Korqin, Hunshandake, Maowusu and Kubuqi, tens of thousands of square kilometers of forest and pasture have been built. And, although the storms have decreased, different investigations are noticing a secondary effect: an alteration of the water cycle throughout the continent. Published in Earth’s Future, a study carried out by Chinese researchers shows how new vegetation has increased evapotranspiration in the region. Bottom line: More water is being pumped from the ground into the atmosphere, meaning winds are transporting water to regions like the Tibetan Plateau as rain while the monsoon regions of the northwest and east are suffering a decrease in its net water availability. Non-uniform redistribution. This greater green cover causes restored forests and grasslands to transpire more water than bare soil or traditional crops. This additional moisture It enters the atmosphere, which falls in other regions as rain. According to the study, the consequences at the national level were the following: Evapotranspiration increased by 1.71 mm/year. Precipitation also increased by 1.24 mm/year. Water availability (from aquifers and springs, for example) decreased by 0.46 mm/year. And, as we say, the process is not uniform because the water is moving from one area to another. Greening/conserving water. It is not the only study published on the subject, but it is one that coincides in time with another published in August of this year in which, after analyzing 1,046 hydrological stations and their data from the last 60 years, they discovered that the flow of the rivers decreased by more than 70%. Their conclusion is that it is not an effect of climate change, but of changes in the landscape caused by human intervention. It makes perfect sense: trees need water to grow, and that amount of new trees makes them act like a giant pump, reducing the amount of water that feeds the rivers. Thus, there is a tension between greening China and conserving its water, since once in the clouds, it precipitates air currents wherever you go. Implications. In the end, the researchers conclude that the strategy when managing water must be changed and that hydrographic plans must take into account both the land basins and the “air basin”, anticipating where the water evaporated by the forests will travel. Because the ambitious reforestation plan has 24 years left and the country has invested a lot in it directly – by planting trees – but also with policies that prohibit the felling of forests or with incentives for farmers to convert their croplands into pastures. And, well, the consequences not only have to do with water. That the Natural Forest Protection Program prohibited logging in primary forests provoked that Chinese loggers would ‘loot’ the Burmese forests. Something that adds to the conflict between both nations. Images | Siggy Nowak, Janwillemvanaalst, Kanenori In Xataka | In China they already have room for the first city with a vertical forest: a million plants and trees

LineageOS 23 brings Android 16 to a wave of abandoned mobile phones, with more difficulties than ever. Google put a wall in the way

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There is a feeling of betrayal that runs through the most veteran Android community. The reason is Google’s strategy, which has been closing a system that was born completely free: the development of AOSP (the source code of Android) now it’s more privateand the publication of the source code suffer delays that didn’t happen before. While many feel that “the soul of Android has disappeared”the community responds. And the biggest banner of that Open Source resistance has just been updated. In the image, Murena’s /e/ OS alternative ROM, which is based on the popular LineageOS Lifesaver for an abandoned mobile. The life cycle of an Android smartphone is usually not as long as the competition, although that is changing in recent times. From this premise, alternatives emerged such as LineageOS, which is actually the spiritual heir to the mythical CyanogenMod. For many users, it is the only way to have the latest version of Google’s OS and extend the useful life of their devices. LineageOS 23 expands. The LineageOS team has announced a new batch of devices that receive official support for LineageOS 23, its version based on Android 16. This update not only brings the news of Android 16, but also self-developed improvements. For example, “Catapult” and “Aperture 2.0”. The first is a new launcher for Android TV with a clear objective: replace the Google TV interface with a clean, fast and ad-free one. Instead, Aperture is the ROM’s camera app that has now been rewritten from the ground up with support for Ultra HDR and RAW capture. Google has changed the rules. The LineageOS team has confirmed on their official blog that this has been a complicated launch. As we have been saying, the more closed development of AOSP and the fact that Google no longer publishes the Pixel code with total transparency, has caused Google phones to no longer be as easy to support compared to those of any other manufacturer. Despite the difference with respect to the extinct Nexus, the Pixels have been the reference for Open Source development. That’s over too. Consequences. The change in strategy has materialized in delays to the Android 16 code: Google released Android 16 QPR1 for the Pixel (first quarterly update) but never published the source code on AOSP. For this reason, LineageOS has been forced to launch its version 23.0 based on the initial version of Android 16. In practice, ROM users do not currently receive news as notable as the Material 3 Expressive redesign. There are also uncertainty regarding security. Google has changed the way it releases system security patches. They are no longer monthly and complete; most corrections are now quarterly. For its part, the team behind LineageOS warns that this means that its ROM security patch levels could inevitably be delayed. The basis of Android “resistance” without Google. Despite all these difficulties, LineageOS continues to be one of the pillars of the “degoogleized” community. Not only is it an alternative view for the end user, but its AOSP code serves as the basis for privacy projects like the popular GrapheneOS either the European /e/ OS. Keeping LineageOS alive is keeping alive the possibility of an Android without Google in an increasingly controlled ecosystem. New devices. The latest batch of devices that join the official support of LineageOS 23 focuses, curiously, on the Google family and flagships from OnePlus and Xiaomi. Some of them are the Pixel 6, 7, 8 and 9 series, the OnePlus 13 or the Redmi Note 9 Pro 5G. They add to the long list of those that debuted when LineageOS 23 was released a few weeks ago. Cover image | Composition with LineageOS images and generated by Nano Banana In Xataka | Google believes it has the key to compete with Windows, Linux and macOS in laptops. That key is called Android

Spain and France warned of a failure in Europe’s drone wall. Now the plan includes lasers and civilians with rifles

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The drone raids Russians on the european airspace have turned the sky of the continent into a new frontier of hybrid warfare. In a few weeks, these devices have forced the closure of airports, putting the air forces on alert from NATO and reopened a debate that Europe thought distant: how to defend yourself of a cheap, difficult to track and increasingly sophisticated enemy. Then we heard the idea for the first time of the “drone wall”and now it’s starting to take an unexpected shape. The invisible threat. The incidents in PolandDenmark and Germany, where drones of unknown origin flew over military bases and civilian areas before disappearing, have accelerated the creation of an unprecedented defense device. Allies seek to protect the population and its critical infrastructure while balance the answer immediate with the development of a long-term architecture. This is how the idea of ​​raising an antidrone walla technological network that combines sensors, radars, jammers and low-cost weapons to detect, intercept and neutralize threats in a matter of seconds. The birth of the wall. The concept emerged many months ago, inspired by the lessons of Ukraine and the evidence that European armies They lacked adequate systems to counter the proliferation of drones. The Baltic countries, together with Poland and Finland, presented the initial proposal to the European Commission: a technological wall on NATO’s eastern flank, from the Baltic to the Black Sea, financed with border security funds and intended to monitor the skies against possible Russian incursions. But the wave of drones that crossed Polish airspace last September changed the scale of the project. Ursula von der Leyen proclaimed the need for a “wall” to protect all of Europe. What began as a regional idea became the embryo of a continental air defense network against unmanned systems, the so-called European Drone Defense Initiativeincluded in the new military readiness roadmap that the Commission will present this fall. Europe accelerates. Thus, while politics was debated over budgets and powers, the armies acted. Denmark installed Doppler radars in Copenhagen and at its base in Skrydstruphome of its F-16 and F-35, to detect suspicious movements. Sweden announced a investment of 370 million of dollars in interceptors, jammers and frequency sensors. Germany passed a law which allows police to shoot down drones that pose an imminent threat, and the United Kingdom deployed spy planes on twelve-hour missions over the Russian border. Defense manufacturers quickly joined the effort: Saab presented its Nimbrix missiledesigned specifically to take down swarms of drones, and the loke systema modular radar, machine gun and electronic warfare set created in just three months to respond quickly to the threat. And in an unexpected turn of events, the Danes have gone further than anyone else: they even accelerated the instructor training military with shotguns to shoot down drones at close range, an unusual measure that reflects the urgency with which Europe is trying to close a critical technological gap. You have to expand. The initial enthusiasm for the anti-drone wall soon found a political problem: Western and southern Europe felt excluded from an initiative that concentrated resources in the East. Countries like Spain, France or Italy they detected a problem and they warned that the threats are not limited to the Russian front, since drones can operate from any point in the territory. The Commission took note and proposed expand the plantransforming the “wall” into a pan-European network of sensors, jammers and weapons integrated under the same coordination framework. Defense Commissioner Andrius Kubilius admitted that the EU’s current capabilities are “very limited” and that it will be necessary to resort to Ukrainian experience, accumulated after almost four years of daily fighting against Russian swarms. The remakerenamed the European Drone Defense Initiative, seeks total coverage and proposes a double challenge: demonstrate that the Union can assume a real operational role in defense (traditionally the responsibility of States and NATO) and achieve consensus among twenty-seven countries with very different military priorities. Obstacles of a wall. But there are more obstacles. I told it in an extensive report this morning Reuters. The project faces a complex internal battle over who should lead it. Small and Eastern nations prefer that the Commission centralize coordination, while France and Germany (accustomed to directly managing their arms programs) they refuse to give in leadership. Berlin and Paris also fear that the Commission will end up assuming powers that traditionally belong to national sovereignty. At the same time, experts warn that the idea of ​​a wall can generate a false sense of security: No network, no matter how advanced, can guarantee the downing of all drones. The technical difficulties they are huge: Connecting radars, acoustic sensors, optical systems, interceptors and artificial intelligence software from different countries into a single mesh will require years of testing and billion-dollar investments. The challenge is to achieve a defense staggered and adaptable to a type of threat in constant mutation, where each enemy innovation requires an immediate response. Lessons from Ukraine. It we have counted other times. The war in Ukraine has taught Europeans a costly lesson: you cannot shoot down a 10,000 euro drone with a missile that costs a million. The sustainability of the combat depends on intermediate solutionsfrom interceptor drones that collide with enemies to automatic cannons and low-power laser systems. Rheinmetall, the German giant, defends the use of artillery as a more profitable option and has already received orders from Denmark, Hungary and Austria for its Skyranger mobile system. Emerging companies from the Baltic and Germany, such as Marduk Technologies or Alpine Eagle, have presented your own schemes multi-layer defensewhile Ukraine continues to serve as a testing ground: its operators adjust the speed and maneuverability of the interceptors almost in real time to face increasingly faster Russian versions. This constant evolution turns anti-drone defense into a living disciplineof countermeasure and countermeasure, where human experience and AI must coexist. The utopia of safe heaven. If you will, the future of the alleged European anti-drone wall depends now on three factors: … Read more

Before the incursions of Russian drones, Ryanair has its own alternative to the European wall

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“Why are we not shooting these drones?” The question is from Michael O’Leary, CEO of Ryanair. The mandamás of the Air Company verbalized its doubts about the performance of the European Union in an interview with Political. According to its point of view, Europe faces an air navigation problem derived from war in Ukraine. A problem that, according to O’Leary, should not be consent. It is not a security problem. It is a business problem, according to Ryanair CEO. To this aimed the first statements of O’Leary in which the closure of Polish airports echoed as a result of A Russian Airspace Invasion of the country. “There is a risk of continuous interruption, not security,” O’Leary said in words collected by Reuters. While Europe discussed what can be done in these cases, how to act and evaluate the danger of these incursions, from Ryanair they pointed to direct damage to their business. Hybrid war. Is The concept to define those attacks that seek the destabilization of a country and that do not necessarily have to be violent. The intention is for citizens to lose confidence in their leaders either by a feeling of helplessness or because basic services does not work. In the case of the Ukraine War, Russia has been enough to enter the Polish airspace to paralyze its airports. Danish bases They were also paralyzed. The same happened in Oslo and the last to know the effects has been the Munich airport. In addition a cyber attack left unusable or diminished for days the airports of Berlin, Brussels and London-Heathrow. A wall. The solution that has been proposed is to raise a wall in Europe. One that has no concrete or, in fact, is visible. The European Commissioner for Defense, Andrius Kubilius, opted for lift a wall of drones that protects the entire European Union. The intention is very simple: surround the entire European Union of a drone detection and inhibition system. With him we want Russian devices not attacking European space but that they cannot interfere with the daily activities of citizens. “It’s useless”. Given this idea, O’Leary has signed up for the most absolute disbelief. Of Ursula von der Leyen assured Political that “it is useless and should resign.” To recreate with a “I have no faith in European leaders, sitting there drinking tea and eating cookies.” In his day, O’Leary opted for a British permanence in the European Union but its Shocks with politicians of every sign They have been constant. The CEO of Ryanair is part of those unbelievable businessmen of politics that, in the case of the Irishman, has an invariable constant in time: If it’s bad for the business, it is criticizable. The business. According to O’Leary, the real problem of that European antidron wall is that it would not be worthless: “I don’t think a wall of drones has any effect. Do you think the Russians cannot launch a drone from within Poland?” And I set an example: “If you can’t even protect flights on France, what are the possibility of protecting us against Russia?” This criticism referred to the French strike of aerial controllers that threatens to affect more than 100,000 passengers and 600 flights Ryanair alone. And we could continue with the criticism of the Government of Spain by the Aerial rates and The fine for the collection of hand luggage. And the impact? In economic terms, there is no clear data of how much money it has been lost with Russian incursions in European airspace. What is certain is that the inconveniences of this type of activity are palpable. Only in the last sighting in Germany of drones, 23 flights to Munich have had to be divertedanother 12 have been canceled and there are more than 6,500 affected passengers. It is estimated that during the closure of the Danish and Swedish airports, Other 100 flights They also had to be canceled. And in Brussels more than 140 flights were canceled during the cyber attack of a few weeks ago. Photo | Markus Winkler and State Border Guard Service of Ukraine In Xataka | Ryanair’s paradox in Spain: while drowning small airports, he is adding 100,000 more places

Raise a wall that protects the entire continent, but instead of concrete, drones

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In recent weeks, a Succession of incursions of drones and airplanes Russians About the heavens From Poland, Romania, Estonia, Denmark and Norway has evidenced the vulnerability of European airspace. The violations have forced to close civil airports, activate NATO fighters and use missiles to tear down devices whose price is just a fraction of the projectiles thrown against them. The alarm has spread from the Baltic to the Atlantic, and in Europe it has taken strength An idea: The answer must be a coordinated effort on the continental scale. The concept “Drones Wall”. Yes, under the impulse of the European Commissioner of Defense, Andrius Kubilius, the idea of A “drone wall” that protects all of Europe in the face of Russian threat. The initiative raises a multilayer system with radars, acoustic sensors, interception platforms, short -range anti -aircraft artillery and defensive drones, all connected to the network to share data in real time between countries. The objective is to achieve interoperability and common coverage that allows detect and neutralize drones In seconds. The project, which will be presented at the Copenhagen informal summit, extends beyond border countries with Russia to cover the entire continent, also integrating spatial capabilities in collaboration with the European Space Agency. Ukraine, the partner. A central aspect is the participation of Ukrainethat after more than three years of war has become the armed force more experienced In the world in defense against Drones swarms. Its manufacturers, supported by the immediate feedback of the front, They have developed industries capable of adapting designs in a matter of weeks, something that contrasts with the rigidity of the European arms industry. kyiv has offered Share knowledge, send technical teams to train NATO armies and participate in the joint development of systems. Several countries, including United Kingdom and Denmarkthey have already begun to weave industrial alliances with Ukrainian manufacturers to produce drones in common, aware that the future of air defense goes through a close integration with the innovative capacity of Ukraine. Politics, money and the EU. The drone wall project advances in parallel to a large -cut financial initiative: a 140,000 million loan from euros to Ukraine based on frozen Russian assets in the EU. Germany, who had been reluctant, has shown willingness to support The plan, convinced that without those funds It will be impossible Replace the void left by the American withdrawal. The formula would avoid direct confiscation of the funds, preserving international legality, but would allow Generate immediate resources to sustain the warlike ukrainian effort. Hungary, despite its proximity to Kremlin, It has not blocked So far the sanctions, but the fear of a veto forces Brussels to explore legal ways that raffle the need for unanimity. The interrelation between financing to Ukraine and the deployment of a continental drone shield underlines that European defense can no longer separate from kyiv’s survival. Berlin’s doubts. Despite the enthusiasm of Brussels and the East countries, German Defense Minister Boris Pistorius, He has cooled This week expectations. In his opinion, the idea that a wall of drones can be operational in three or four years, when the processes of acquisition and technological development are much slower. Pistorius insists on Prioritize flexible capabilitiesthat allow to adapt to a technology in constant evolution, rather than commit to a rigid and high cost concept. His words reflect a latent tension between those who demand speed and forcefulness, Like the Baltic or Polandand those who advocate prudence and financial sustainability, Like Germany. However, even the most skeptical coincide in the need to spend massively in anti -Didstock defense, even if it is outside the framework of a common wall. UK’s role: Project Octopus. In parallel, the United Kingdom has announced Your own contribution to a joint program with Ukraine, called Project octopusdestined to produce in British factories low -cost interceptors that can be manufactured in series and deploy in a matter of weeks. These devices, effective against The Iranian Shahedthey have a production cost ten times minor that the equivalent systems and could become the backbone of the short -range European air defense. London plans Share intellectual property with kyiv and supply the drones to both Ukraine and NATO countries, thus expanding their strategic influence. British involvement also seeks to compensate for its departure from the EU, showing that it remains a pillar of the European defense against Russia. New strategic balance. The initiative of the drone wall is framed in a broader context: progressive separation of the United Statesdriven by Trump’s policy. The partial abandonment of Washington has crystallized the evidence that the main military ally of Europe is no longer the United States, but Ukraine itselfwhich brings more than 700,000 active combatants, an agile arms industry and the determination to resist Moscow. Europe, therefore, aims to stop seeing kyiv as a mere consumer of military aid and starting to integrate it as a Security provider. The industrial agreements in drones are the first step of a symbiosis that could redefine continental defensive architecture. Between urgency and uncertainty. Under this scenario, Europe faces A crossroads: You need to act quickly to cover its vulnerabilities to Russian drones, but at the same time you must manage expectations and avoid financial or technological commitments that are unfeasible. The drone wall symbolizes EU’s will to build A common defenseinteroperable and sustained, but its success will depend on the ability to reconcile the demands of the eastern flank with the caution of the western nucleus. The Collaboration with Ukrainefinancing based on frozen Russian assets and British involvement They point to a future in which European security is built on its own pillars, or less dependent on the United States. In that transformation, drones do not seem only tactical tools: they have become the emblem of a Europe that desperately seeks shield his sky while redefine your place in the global strategic order. Image | Khamenei.ir, Nara, Rawpixel In Xataka | Russian drones are paralyzing airports in Europe. There is a background reason: 250,000 casualties in … Read more

It was hired by Spacex at age 14. Now, with 16, the young genius has turned his back on Elon Musk to go to Wall Street

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His history turned the world. Kairan Quazi graduated at the University of Santa Clara with 14 years. Almost immediately, He was signed as Spacex software engineer. Now, the young prodigy has abandoned Elon Musk’s space company to work in finance. The youngest employee of Spacex. He was not a fellow they sent for cafes. For two years, Kairan was one of Starlink engineers, the Spacex satellite Internet network. His work was critical: he designed the software that determines where the satellites point their beams to offer a stable connection. “I had a very broad field of work and a lot of responsibility, especially for a junior engineer,” Count the boy to Business Insider. Spacex expected him to lead projects from beginning to end: develop ideas, present them to other engineers and address, implement them and supervise the deployments. With 16 years, I needed a change. After two years at the aerospace avant -garde, Kairan Quazi felt prepared to “assume new challenges and expand their skills” in a different high performance environment. The young prodigy received offers from the most leading artificial intelligence laboratories, but it was a proposal of Citadel Securities, a trading giant, which finally convinced him to leave Spacex. Now work as quant unaveloper developing financial models. Quants, the elite of programming. The decision to change rockets for financial algorithms is not accidental. For the best mathematicians and software engineers, only artificial intelligence competes in attractiveness with the world of finance specialized in quantitative analysis. With millionaire wages, the Quants sector combines the complexity and intellectual challenge of other sectors with a much faster rhythm, measurable in days, not in months as in many research environments. In algorithmic trading, an idea is tested, implemented and gives results (for better or worse) in a matter of hours. For the rest, a teenager. Kairan valued that Citadel Securities did not take into account his age or his years of experience when offering opportunities. But sometimes he has to remember that he is a teenager. During his stage in Spacex, his mother had to take him to work every day because, with 14 years, he had no driving license. The episode in which LinkedIn erased the account for not having fulfilled the minimum age of 16. From Silicon Valley to Wall Street. Kairan was born in the San Francisco Bay area and He began his university studies with nine years. After his early entry into the working world, he now moves to Manhattan, where he will live 10 minutes walk from the office. This Bangladesí-American, fond of reading, video games, escalation and piano, lands in a city that already knows for its family roots in Queens. Wall Street will mark a new chapter for a young man who seems to have no limits. Image | Scu In Xataka | What Spacex has achieved with Starship is incredible. The only problem is that he has done it at the expense of the health of his employees

Palantir is already worth more than Coca-Cola with the tenth of income. Wall Street has lost its head with AI

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Palantir Technologies has just passed giants such as Samsung, Costco or Coca-Cola, reaching the 411,000 million dollars of stock market capitalization. Why is it important. A company that bills 1,000 million dollars to the quarter is worth more than others that generate ten times greater income. It is the purest manifestation of “Ia washing“What Wall Street consumes. The facts. The data analysis company founded by Peter Thiel in 2003 reported a 48% growth in income to exceed for the first time the 1,000 million quarterly dollars. Their commercial contracts in the United States fired 93%, while the government rose 53%. The benefit grew by 144% to 327 million. In figures. The per (Price to Earnings Ratioprice of the action divided by the benefit of the action) of Palantir reaches 596more than ten times higher than that of Nvidia (57) and almost twenty times Apple’s (31). To justify its current assessment, the company would have to maintain an annual growth of 55% for four consecutive years. Even in that optimistic scenario, it would quote the income of 2029 at 25 times. The context. Wall Street lives a speculative bubble fed by any company that mentions the magical words: ‘artificial intelligence’. Palantir, who for years has been fighting for growing beyond his defense contracts, has reinvented himself as the company that “makes” the AI models in the real world “work. His CEO, Alex Karp, proclamation that “the great language models simply do not work without palantir.” Yes, but. The euphoria hides several problems. The company quotes its future sales to 80 times, a metric that exceeds any historical precedent in the S&P 500. Deutsche Bank, who maintained sale recommendation, admitted that “something special is happening” but recognizes that “the valuation is still very challenging.” It is the same bank as The recommendation has uploaded just not to seem completely out of market reality. Between the lines. Karp used the results conference To attack elite universities and promise that AI will give “super powers” to workers without higher training. A populist speech that fits perfectly with the current political narrative, but that does not justify an assessment that makes Palantir the most overrated company of the most important stock market index in the world. The big question. Can a company that invoice 4,000 million annually the same as Johnson & Johnson, a multinational that generates 85,000 million? Or that Coca-Cola, global icon whose income multiplies by ten? The markets have decided yes, betting that IA will completely transform the economy. Palantir has become the symbol of that bet. With all that that implies when the bubble explodes. Outstanding image | Palantir In Xataka | The seven magnificent face a total war in their own future. And there are three candidates to impose the rest

In his obsession to control every corner of the car, Apple has crashed into the wall. The new carplay has it raw

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In his wwdc 2022, Apple announced to Bombo and Shaw the New carplay generation. One that left aside the simple concept of moving the iPhone system to a small central screen, to bet on a complete solution in which control of practically every element related to the electronics of the car was taken. What is Carplay Ultra. Until now, Apple Carplay It worked exactly like Android Auto: you connected the iPhone to the car and access a simplified version of iOS, a kind of application pitcher adapted to the car. Allowed to use apps like Apple Maps, Google MapsTelephone, messages or spotify projected on the vehicle screen, but without intervening in the car system itself. With Carplay Ultra, The approach changes radically. We no longer talk about a simple execution of apps: the iPhone takes total control of the car interface. From the instrument frame to air conditioning, native navigation, vehicle levels or battery status. Everything is integrated into a unified visual environment and completely designed by Apple. It is, in practice, an Apple software layer that replaces the manufacturer’s interface. The delays. To Apple It has cost three years to materialize carplay ultraand soon you will understand why. Announced in 2022, and after years of silence, Apple Carplay Ultra was officially announced on May 16, 2025 in the most discreet way possible, With a press release. For 1%. Exclusivity remains one of Apple’s main values, but orient the launch of Carplay Ultra to a brand that represents less than 1% of the official market began to make the eyebrow archeish. Carplay Ultra was first integrated into Aston Martin, with the promise that he would later reach brands such as Hyundai, Kia and Genesis, three manufacturers that belong to the same business group. Interestingly, there was no trace of the manufacturers mentioned in 2022. Land Rover, Mercedes-Benz, Nissan, Ford, Lincoln, Audi, Jaguar, Acura, Volvo, Honda, Renault, Infinity and Polestar. Just Porsche has confirmed that he will adopt Apple’s software in some of his cars, Without drawing a specific roadmap. The wall. Many of the manufacturers that Apple mentioned in their presentation have shown their refusal to implement Apple Carplay Ultra, as they collect Financial Times sources. Mercedes, Audi, Volvo, Polestar and Renault are some of the manufacturers that have opposed the Apple system. It is something that we advanced in 2022, Apple Carplay Ultra is a Trojan horse. This was Apple’s goal with Carplay. At the moment it is only in Aston Martin, which did not even appear on the list. (Almost) nothing to do against manufacturers and google. That an operating system takes control of the infotainment system of a car is no drama. Android Automotive He has been doing it for almost a decade. The approach problem is that Apple Carplay Ultra is conceived since its birth as an intruder, not as a native system. In Android Automotive, Google and the manufacturer close a pact: Google puts the car software and the manufacturer is forgotten. There is no need for the user to connect the mobile, the software is native. With Carplay Ultra, the manufacturer has to continue developing its software platform. But by connecting the iPhone, the control to Apple is completely yielded. Carplay Ultra is a stranger, a system that is accessed by connecting the iPhone and replaces the efforts that the manufacturer previously made to develop its own platform. The future. The three years of delays and integration in Aston Martin make it clear that the adoption of Carplay Ultra is far from massive. Here the key will be in the agreements, some who have not transcended and in which the position against manufacturers willing to give full control to Apple does not seem favorable for the American company. Meanwhile, Android Automotive continues with its expansion, having even reached the world of two wheels by Ktm or Japanese like Honda. Groups like Stellantis too They have set aside former partners like Amazon to bet on Google and integrate Android into their fleets. Image | Apple In Xataka | This car was a pioneer with Android Automotive, but its users shouted and Red Auto. His wish has been granted

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