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The Download: unlocking lithium and controlling Ebola
Plus: Anthropic is now valued higher than OpenAI. How a new extraction process could unlock the world's lithium A new method for extracting lithium could cut costs and emissions from one of the world's most important materials for EVs and energy storage. The technique uses a weak acid to dissolve silicate minerals. That frees not only the lithium but also other useful materials, including alumina and silica. "At scale, we believe this will be the lowest-cost way of sourcing lithium in the world," says Yet-Ming Chiang, an MIT professor who co-authored a study of the process published yesterday in . Startup Rock Zero is already working to commercialize the research.
The Download: climate tech goes public and the AI Hype Index returns
Plus: Illinois just passed what could become America's strongest AI safety law. Climate tech companies are going public. Solar and battery company Solv Energy went public in February, hitting a $6 billion valuation. X-energy, which builds small modular nuclear reactors, followed at $11.5 billion. Then came geothermal company Fervo Energy, reaching a market cap of about $12.4 billion. All three have been IPO success stories.
The AI Hype Index: AI gets booed in graduation season
It is one thing to say AI will change the world. It is another to expect the class of 2026 to applaud it. In fact, when former Google CEO Eric Schmidt told University of Arizona graduates that their task is to help shape AI, he was met with a resounding chorus of boos. "I can hear you," he said, before conceding that fears about disappearing jobs and a broken future were "rational." This is not exactly the message one hopes to hear while sweating under a polyester gown and tallying student loan payments. Graduates have been jeering at AI pep talks at other commencements too, including ceremonies at the University of Central Florida and Middle Tennessee State University.
The Download: keeping up with AI, and the future of IVF
Plus: NASA unveiled plans for three uncrewed missions to the Moon this year. Here at we understand exactly how relentless the pace of news from the world of artificial intelligence feels New models and capabilities crop up as fast as we can cover them, and the ripple effects they send through tech and wider society are never far behind. Our unique strength lies in cutting through the day-to-day noise to help you understand what's really happening, and what lies around the corner. That's why we created our list of 10 Things That Matter in AI Right Now, unveiled at our flagship AI event EmTech AI a few weeks back ( check the list out if you haven't already!) And it's why we publish so many stories dedicated to explaining how AI works, and what's coming next . We also regularly run live subscriber-only Roundtables events--you can still catch up on last week's session, where we explored how AI might enter the physical realm via world models.
The Download: puncturing the AI jobs panic
Plus: The Pope has called for governments to regulate AI. Despite the growing hysteria over AI's threat to white-collar jobs, there's still scant evidence that the technology has had a large-scale impact on the labor market. Analysis of US labor data shows that unemployment in occupations most exposed to AI is actually lower than in less-exposed jobs. There are also no signs that large numbers of workers are shifting from AI-threatened professions into supposedly safer manual-labor jobs. It's true that things aren't great in the job market--but the question is why. Here's what the data really says about AI and jobs .
The Download: coding's future, the 'Steroid Olympics,' and AI-driven science
Plus: Trump has postponed an AI order due to overregulation fears. Anthropic's Code with Claude showed off coding's future--whether you like it or not At Anthropic's developer event in London this week, Code with Claude, attendees were asked if they'd shipped code written entirely by Claude. Almost half the room raised their hands. Many admitted they hadn't even read the code before pushing it live. As tools like Claude Code get better, more and more developers are happy to hand their work off to AI. Anthropic says it wants to push automation as far as it will go. But not everyone is convinced that's the right approach.
Roundtables: Can AI Learn to Understand the World?
Watch a subscriber-only discussion exploring how AI might enter the physical world. AI companies want to build systems that understand the external world and overcome the limitations of LLMs. Recent developments have brought world models to the forefront of the AI discussion. Watch a conversation with editor in chief Mat Honan, senior AI editor Will Douglas Heaven, and AI reporter Grace Huckins exploring how AI might enter the physical world. A woman's uterus has been kept alive outside the body for the first time Jessica Hamzelou Want to understand the current state of AI? Check out these charts. Want to understand the current state of AI? Check out these charts.
Establishing AI and data sovereignty in the age of autonomous systems
Why sovereignty over data and models is becoming a defining factor in enterprise AI success,as well as a prerequisite for forging safe agentic systems. When generative AI first moved from research labs into real-world business applications, enterprises made a tacit bargain: "Capability now, control later." Feed your proprietary data into third-party AI models, and you will get powerful results. But your data passes through systems you do not own, under governance you do not set. The protections you rely on are only as durable as the provider's next policy update. Now, with generative AI established in everyday business operations and sophisticated new agentic AI systems advancing every day, companies are reevaluating the terms of that deal.
World Models: 10 Things That Matter in AI Right Now
Join a subscriber-only discussion live on Thursday, May 21. A woman's uterus has been kept alive outside the body for the first time Jessica Hamzelou Want to understand the current state of AI? Check out these charts. A woman's uterus has been kept alive outside the body for the first time The team behind the feat plan to study uterine disorders and the early stages of pregnancy--and potentially grow a human fetus. Want to understand the current state of AI? Check out these charts. According to Stanford's 2026 AI Index, AI is sprinting, and we're struggling to keep up. The ultimate plan to live forever is a brand new body.
The Download: a Nobel winner on AI, and the case for fixing everything
Plus: the first zero-day exploit built by AI has been discovered. A few months before he won the Nobel Prize in economics in 2024, Daron Acemoglu published a paper that earned him few fans in Silicon Valley. He argued that AI would give only a small boost to US productivity and would not eliminate the need for human work. Two years later, Acemoglu's measured take has not caught on. The technology has advanced quite a bit since his cautious predictions, but the data is still largely on his side. Here are the three things Acemoglu is paying closest attention to in AI right now .