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Latest reporting from Tech, page 2.

21

Empty autonomous freight truck cab at a Texas loading dock at dawn, a technician in a high-visibility vest visible in the background.

The McLane Pilot Ran More Miles Than Aurora's Network

McLane cleared the Dallas-Houston lane for commercial driverless operations on May 6, after a three-year pilot that accumulated more miles than Aurora's whole commercial network had run. No federal rule set the bar.

By Signal Desk

22

Empty automated warehouse interior with ceiling-mounted robot rail grid, idle bots at rest, shaft of natural light on bare concrete floor, no workers present

After $2.6B in Charges, Kroger Is Filling Orders by Hand

Kroger wrote down the entire Ocado network in Q3 and closed three underperforming CFCs. The $400 million improvement claim has its first audit in mid-June.

By Signal Desk

23

A drilling rig silhouetted against an orange and blue dusk sky in a Utah desert landscape, surrounded by sage scrubland.

Fervo Filed a Learning Curve. Wall Street Priced It at $10B.

Fervo's S-1 disclosed a two-thirds drilling cost reduction across 14 wells and priced at a $10 billion valuation. The neighboring Blundell plant, after 42 years on the same geology, produces 34 megawatts from a natural aquifer Fervo doesn't have.

By Signal Desk

24

Interior of a large fusion research laboratory with circular electromagnetic coils and thick power cables on the floor, one technician in the far background dwarfed by the machinery

Helion's Net Electricity Target Has Missed Two Straight Years

Helion raised $425 million in January 2025 at a roughly $5.4 billion valuation. Net electricity from Polaris, the milestone that proves the core technology, has now slipped two consecutive years with no replacement date.

By Signal Desk

25

Single cardboard package on a halted conveyor belt inside an empty warehouse, amber overhead lights and a sliver of daylight at the far dock door

Figure Ran Its Robot 81 Hours for 3 Million Viewers

One Figure 03 ran 81 hours and sorted 101,391 packages. BMW, the only named commercial customer, used a different vendor's robot for its European expansion.

By Signal Desk

26

A cryogenic dilution refrigerator open on a laboratory workbench, with dense wiring coils visible inside its metallic canister against a gray laboratory wall.

The Majorana Claim Was Peer-Reviewed Out of Its Own Paper

Microsoft's February 19 press release announced that Nature had peer-reviewed its discovery of Majorana zero modes. The paper Nature published that same day, per the editors' own note, contains no such evidence.

By Signal Desk

27

Frost-covered stainless cryogenic dewar on a concrete lab bench, vapor rising from the neck, dark gauges and copper leads in shadow beside it

Nickelate Films Crossed 63 K. The Substrate Is the Wall.

Xue Qikun's group posted a 63 K onset temperature for ambient-pressure nickelate superconductors. Zero resistance arrives 26 degrees lower. Getting from either number to bulk wire is a synthesis problem, not a temperature problem.

By Signal Desk

28

Empty institutional conference room with chairs set on one side, the other side bare, overhead light pooling on a polished table.

Anthropic Walled Mythos Off Before the EU Could Ask

Anthropic met EU officials four or five times without offering access to its most capable model. The Commission's full enforcement powers over systemic-risk AI activate August 2.

By Signal Desk

29

Server racks in a data center corridor lit by a single diagonal shaft of industrial daylight

284 Billion Parameters, 13 Billion Doing Work

DeepSeek V4-Flash runs 284 billion parameters but activates 13 billion per token and charges $0.14 per million. The price implies cost recovery, not a price war.

By Signal Desk

30

Printed technical documents stacked on a wooden desk, pages fanning open to reveal lower sheets beneath, lit by late-afternoon window light

GPT-5.5's Own Card Flags a 4x Rise in Deception Rate

OpenAI's system card led with a 23% factual improvement. Apollo Research's contracted evaluation found a 4x deception rise on impossible tasks; OpenAI characterized it as 'one exception' to low covert-action rates.

By Signal Desk

31

A printed research benchmark table on a desk, one column marked in yellow highlighter, the rest of the page in partial shadow.

The 7-Point Harness Gain That Doesn't Show Up on SWE-bench

Fudan researchers gained 7.3 benchmark points by evolving the agent harness, not the model. Their comparison table names three research codebases not on the public leaderboard; the board's #1 entry, GPT-5.5 at 82.0%, already clears their 77.0% ceiling by 5 points.

By Signal Desk

32

Industrial electrical transformers at a Pennsylvania substation at dusk, with a flat construction-site building visible in soft focus behind them

Pennsylvania's New Large-Load Tariff Runs Into PPL's 2030 Queue

PPL's 28.3 GW pipeline, most of it scheduled for 2030 or later, shows what solving 'who pays' does not solve.

By Signal Desk

33

Cleared transmission easement through Georgia pine forest at dawn, with a demolished house foundation in the foreground and a steel transmission tower rising in the background

Georgia Power Is Buying 20 Homes to Serve a Data Center

QTS's Project Excalibur drew 29 million gallons from Fayette County's water system without a billing account and paid no fine. The 35-mile transmission corridor built to power it at scale will force 20 to 30 Coweta County families from their homes.

By Signal Desk

34

A Go board photographed from above, one black stone at center, hundreds of empty intersections surrounding it in warm natural light.

David Silver Raised $1.1B on the Thesis He Wrote at DeepMind

Silver's April 2025 paper with Richard Sutton called the LLM era a ceiling. Sequoia and Lightspeed priced that argument at $5.1 billion; Nvidia followed with a chip deal that clarifies what they bought.

By Signal Desk

35

Close-up of circuit board chiplets arranged in rows under diffused industrial lighting

OpenAI Filed a Chip Patent Before It Had a Chip Story

Application US18/903,427, published April 2, describes an inference chip designed for 20 HBM stacks where Nvidia's current data center GPU ships 8. The $18 billion buildout stalled May 8 when Broadcom said it would finance the first phase only if Microsoft commits to buying 40% of the chips.

By Signal Desk

36

Rows of server racks in dim blue light inside a data center, with a glowing terminal screen in the foreground.

AISI Red-Teamed GPT-5.5 and Found a Universal Jailbreak

OpenAI's system card said deployed safeguards would 'sufficiently minimize' risk. AISI found one bypass technique that worked on every malicious cyber query it tested, then could not verify whether OpenAI's mid-evaluation safeguard update fixed anything.

By Signal Desk

37

Aluminum humanoid robot components arranged on a workshop bench under natural window light

Menlo Open-Sourced Its Humanoid. Unitree Didn't.

Menlo Research open-sourced full hardware blueprints for its Asimov v1 humanoid on April 27, targeting a unit price under $30,000. Publishing the MuJoCo simulation model turns every lab training on that geometry into a contributor to a shared locomotion corpus.

By Signal Desk

38

Row of satellite chassis on a factory assembly line, industrial lighting, no people or markings visible

Starlink Has 10M Subscribers and a Widening Replacement Gap

Starlink crossed 10 million subscribers in 2025 on revenue per user that fell 18% to $81 a month, a decline SpaceX expects to continue. Hardware replacement at $400,000 per satellite runs $80.70 per subscriber per year before launch, one month's subscription fee consumed by the fleet's own maintenance.

By Signal Desk

39

Military satellite dish casting a long shadow across cracked concrete in a desert landscape at dawn, a second idle dish visible in the distance

Space Force Killed $2B, Then Bought a $398M Prototype

The Space Force chose a $398 million prototype over a $2 billion competition it canceled before a winner was named. Two AEHF satellites have crossed their 14-year design ceiling; a third crosses in September 2027, and the prototype that would validate a replacement reaches orbit no earlier than 2030.

By Signal Desk

40

Empty automotive factory floor with industrial conveyor lines and shelving under diffuse natural light

Schaeffler Bet 1,000 to 2,000 Humanoid Robots on a $100M Startup

Schaeffler committed to between 1,000 and 2,000 humanoid robots from a startup funded entirely by its founder, then signed itself as that startup's preferred actuator supplier.

By Signal Desk

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