All posts by media-man

Hyundai Motor Group Executive Chair Euisun Chung Charts Mid-to-Long-Term Growth Strategy in Brazil

Executive Chair Chung visits Hyundai Motor Company’s plant in Piracicaba to chart local production, quality and sales strategy Hyundai Motor to strengthen its SUV lineup and develop electrified models optimized for Brazil, including an ethanol-gasoline hybrid powertrain Hyundai Motor Group to explore hydrogen mobility and renewable energy opportunities through affiliate ... [continued]

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Hyundai Motor Group Appoints Junghyun Kwon as Head of Autonomous Driving Development Center

Autonomous driving AI expert with experience in global tech giants including NVIDIA To lead autonomous driving development from conception to commercialization SEOUL — Hyundai Motor Group today announced the appointment of Junghyun Kwon as Executive Vice President and Head of the Autonomous Driving Development Center, reinforcing its Physical AI vision ... [continued]

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Europe is burning – and if Trump’s war on the climate is not met with sanctions, things will only get worse | Alexander Hurst

The White House seems committed to ecocide. The EU should harness the power of the single market to force it to change course

Are we understanding it yet? As Europe burns in the west, the south and the north, are we grasping the fact that our economies, food systems, political stability and even our ability to plan for the future, will all be charred in a world on fire?

Paris got a taste of what is in store for us Europeans when, weeks ago, fire ripped through Fontainebleau forest, a bouldering paradise and one of the world’s first natural reserves. But the wildfires currently threatening Bordeaux and Madrid, which experts are calling the most extreme seen in Europe, are apocalyptic in comparison. In the Gironde region around Bordeaux, tens of thousands of hectares have burned, creating an unpredictable “thunderstorm of fire” as the region’s chief administrator called it. More than 200,000 people have been displaced in the largest peacetime evacuations in France’s history. Only the bravery of firefighters, dozens of whom have been injured, is keeping the fires within mere kilometres of Bordeaux and its more than a million inhabitants.

Alexander Hurst writes for Guardian Europe from Paris. His memoir Generation Desperation is out now

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England on track for record heat-related deaths this summer, official data shows

UKHSA estimates 2,877 fatalities during heatwaves in May and June, almost twice that recorded in 2025 season

England is on track to record its highest ever number of heat-related deaths this summer after the UK Health Security Agency (UKHSA) announced that an estimated 2,877 people had died in the May and June heatwaves.

The record was set in 2022 with 2,985 deaths, and August, traditionally the hottest month, is yet to arrive. The health secretary, Yvette Cooper, said: “My thoughts are with all those who have lost loved ones as a result of the long and intense heatwaves.”

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‘Grey lump with orange wings’: hummingbird hawk-moths descend on UK gardens

Boom in migrating moth sightings put down to hot weather, strong winds and food scarcity in Europe

He had just sat down to dinner in the garden when a speedy visitor whizzed by – a “grey lump with orange wings”, recalled Luke Burstow, from Sussex. It was a hummingbird hawk-moth, a flying insect that migrates to the UK from continental Europe and north Africa.

“I was like: ‘Wow!’,” said the software project manager. “I didn’t even know they existed.”

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Aviation’s $4 Trillion Footprint Does Not Prove Every Flight Adds Growth

Aviation performs useful economic work. It connects remote communities, moves urgent and high-value cargo, brings visitors to places that rely on tourism and enables some work that still requires people to be physically present with equipment, sites, customers or negotiating partners. Those are strong arguments for aviation as a service. ... [continued]

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Weatherwatch: rainclouds are travelling farther in warmer world

Climate crisis affects not only the amount of rain that falls but where, with implications for land use and water security

Have you ever wondered how far a raindrop has travelled before it lands on you? It may have journeyed thousands of kilometres from the ocean, sea or lake it evaporated from – and now research shows raindrops are travelling even farther than they used to.

Warmer air can hold more water vapour, and that is changing not only how much rain we receive but also where it falls. Travis Aerenson, of the University of Wyoming, and his colleagues modelled atmospheric moisture movements in the US over more than three decades. Their research showed that in the southwestern and southern plains, moisture in the atmosphere travels 30 to 50 miles (50 to 80km) farther than it did 35 years ago, staying aloft for an extra two to four hours before falling as rain.

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Tesla & ContourGlobal Sign Long-Term Power Agreement Covering 1 Terawatt-Hour/Year for Sterling Renewable Project

This is one of the largest solar-plus-battery storage corporate PPA ever signed from a single plant in the U.S., and it will be served by the largest renewable plant in ContourGlobal’s portfolio. Project Sterling is a hybrid solar PV + BESS project in Arizona. With more than 1.4 GWh of ... [continued]

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First-of-Its-Kind Research Examines the Factors Accelerating — and Stalling — Solar Progress in California

New research from The Nature Conservancy in California (TNC) and ECOnorthwest shows that where California builds utility‑scale solar determines how fast projects move through permitting. Solar projects sited on lands already shaped by human activity face fewer hurdles than projects on undisturbed natural lands. Additionally, projects on Williamson Act lands1 face longer review ... [continued]

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Is It A “Bloodbath”? Aussie New Car Market Reacts

After Fiat withdrew from the Australian market, and a Peugeot dealer handed in his franchise, even long-time motoring “gurus” are asking the question. The metaphors abound — “tip of the iceberg,” “bloodbath,” “annihilation,” “juggernaut.” What is of no doubt is the structural change going through the Australian car sales industry. ... [continued]

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As Jet Fuel Supplies Tighten, Can Other Fuels Meet Demand?

New Research Evaluates Potential of 5 Aviation Fuels To Lessen Supply Chain Shocks By Anna Squires, NLR Tight jet fuel supplies—and a growing demand for jet fuel—are intensifying interest in an aviation fuel mix that extends beyond Jet A and A-1, the most widely used aviation fuels in the world. ... [continued]

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Q&A: What the EU’s Carbon Market Review Means for Climate Action

Article from Carbon Brief. The European Commission has put forward new plans to cut emissions under the EU carbon market more slowly, from 2031 onwards. On 17 July, the commission presented its long-awaited proposal for reform of the EU’s Emissions Trading System (ETS). It recommended a number of changes, including giving companies free allowances ... [continued]

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EU Risks Losing Ground to China in Race to Produce Green Shipping Fuels

Europe’s 69 e-fuel projects could deliver zero-emission fuels to shipping by 2033, but only six are operational. Regulatory measures would help more and bigger projects to get off the ground. Europe is home to 69 e-fuel projects that could serve the maritime sector but only six are operational, T&E’s updated ... [continued]

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China Gives Strong Signal on Connected & Autonomous New Energy Vehicles

It should come as a surprise to no one that the Chinese government is intent on leading continuing to lead on connected vehicles and electric vehicles, but the industry got a strong indication of support this week from the head of the Ministry of Industry and Information Technology’s (MIIT’s) equipment ... [continued]

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Experts disagree on how to fight AI disinformation, but agree that health and politics need different solutions

When 54 international experts assessed AI-generated disinformation threats, they revealed a surprising pattern: while video deepfakes received the highest average threat ratings in the political domain (M = 6.31/7), the pattern differed in the health domain, where AI-generated text received the highest average rating (M = 5.80). Experts also fail to converge on what to do: government regulation drew the most “most effective” votes (30%) and substantial “least effective” selections (15%), exposing deep uncertainty about how to respond. These findings offer an initial expert map of an AI-disinformation landscape that is still rapidly forming.

Image by Markus Spiske on unsplash

Research Questions

  • How do experts perceive AI-generated disinformation threats across four modalities (text, images, audio, video) and four domains (political, health, financial, social)?
  • Which modality-domain combinations do experts view as most dangerous, and do threat profiles differ systematically across domains?
  • How do experts evaluate the effectiveness of five mitigation strategies and which do they prioritize?
  • What do experts identify as the most urgent near-term risks from generative AI?

Research note Summary

  • We surveyed 54 experts on AI-driven disinformation (online, July 2025–March 2026) reached via targeted recruitment with snowball extension; 454 invited, 11.9% response rate.
  • Video deepfakes received the highest average threat ratings overall (averaging 6.19 on a 7-point scale), but threat patterns varied by domain: in health, AI-generated text had the highest (M = 5.80) and video had the lowest (M = 5.13); in finance, audio deepfakes had the highest threat ratings (M = 5.65). Views of mitigation strategies were contested but not polarized: government regulation drew both the most “most effective” (30%) and, notably, the most “least effective” (15%) votes; media literacy was split 26% “most effective” to 24% “least effective”. Effectiveness ratings were right-skewed and unimodal, suggesting disagreement is about priority and not about whether strategies work. Election interference via deepfake video was rated as the top urgent risk (78%).
  • These preliminary findings suggest that respondents perceived domain-specific policy approaches as more appropriate than uniform ones. Experts consistently highlighted voice-cloning fraud as an area warranting particular regulatory attention. Because no single intervention commanded consensus, the findings suggest that layered mitigation approaches may be preferable across provenance, literacy, regulation, and platform enforcement, weighted to each domain’s threat profile (see Appendix Table C4).

Implications

Domain-specific threat patterns suggest tailored interventions

Our respondents perceived distinct threat profiles in each domain: text dominated in health, audio in finance, and video in politics. Current governance instruments are not organized along those lines. The EU AI Act (European Parliament, 2024) and the Digital Services Act impose horizontal obligations – transparency labeling, risk assessment, systemic-risk audits – that apply identically whether the content is a fabricated medical claim or a cloned voice in a payment fraud. In the United States, oversight is fragmented across sectoral agencies, with the FDA covering health claims and the FTC covering deceptive commercial practices, and no federal AI statute in place (Bommasani et al., 2024). Neither the horizontal EU approach nor the sectoral U.S. patchwork tracks the domain-by-modality threat structure our respondents described.

In the political domain, where video deepfakes received the highest average threat ratings, respondents frequently identified detection and provenance standards as priority areas for future investment. As Giovanni Spitale (University of Zurich) stated, “My biggest concern is electoral interference and more in general interference in democratic processes, because once you break that you can break each and every other element of democratic societies.” The Coalition for Content Provenance and Authenticity (C2PA) standard responds to exactly this concern: it attaches cryptographically signed capture and edit history to a media file, so a viewer can check whether a video originated from a real camera or from a generative model. Its effectiveness depends on broad adoption by camera manufacturers and platforms, and it can be defeated by re-recording or by stripping metadata (Corsi et al., 2024).

In the health domain, where AI-generated text received the highest threat ratings of the four modalities (M = 5.80), respondents suggested greater regulatory attention toward labeling AI-generated health content and improving medical fact-checking infrastructure (De Angelis et al., 2023). The World Health Organization’s infodemic-management framework (World Health Organization, 2020) offers an operational template: it pairs active listening for circulating health claims with rapid authoritative rebuttal and amplification through trusted local messengers. It was developed before current large language models, but because it targets the circulation of false health claims rather than their means of production, it transfers to AI-generated text with little modification. Experts gave audio deepfakes the highest average threat ratings in the financial domain (M = 5.65), aligning with growing evidence on voice-cloning fraud. In 2024, a Hong Kong finance worker was deceived into transferring $25 million through a deepfake video call (Chen & Magramo, 2024). The U.S. Treasury’s Financial Crimes Enforcement Network has since issued a sector-wide alert on deepfake-enabled fraud against financial institutions (FinCEN, 2024)—an early example of the type of domain-specific guidance highlighted by many respondents. The expert responses suggest that voice-authentication standards for high-value transactions deserve increased attention, and they raise questions about the adequacy of existing know-your-customer (KYC) protocols in an environment where a live voice or video is no longer reliable evidence of identity (Chesney & Citron, 2019).

A contested, not polarized, mitigation landscape

Respondents rated five mitigation strategies: government regulation, digital watermarking, media literacy, platform enforcement, and technical detection. Likert effectiveness ratings for all five strategies are right-skewed and unimodal: the share of respondents rating a strategy 5 or higher on the 7-point scale ranged from 63% (technical detection) to 74% (government regulation), with no bimodal distribution. The two question formats point in different directions. On the Likert ratings, every strategy is broadly endorsed. On the forced-choice ranking, no strategy commands a majority and the same strategy can appear at both ends: government regulation drew 30% of “most effective” votes but also 15% of “least effective” votes, and media literacy 26% against 24%. Experts agree that each strategy can contribute; they disagree on which should come first. The landscape is contested rather than polarized, mirroring a recent HKS Misinformation Review survey on generative AI in Europe (Weikmann et al., 2026).

Psychological inoculation deserves a more prominent place in this priority debate than our respondents gave it; it was not among the five strategies we asked about, and no respondent volunteered it. Pre-exposing audiences to weakened forms of misinformation techniques builds resistance that persists across topics and time horizons (van der Linden, 2023), and game-based inoculation has shown durable real-world effects at scale (Roozenbeek & van der Linden, 2024). Detection tools face a perpetual arms race with generative AI models (Hoq et al., 2025; Murphy et al., 2023; Rana et al., 2022). Direct quotations below are attributed by name only to the 13 respondents who explicitly consented to such attribution; all other respondents are described generically. One respondent, the researcher and digital artist publishing as Merzmensch, captured the urgency: “Literacy! Literacy! Literacy! From the first classes in school.” Another respondent, technology professional Alberto Lobato Diogo, underscored the layered character of any realistic response: “GenAI based on LLMs are mathematically impossible to have full-proof mitigation systems, so we need a combination of all of the above.”

Public-awareness tools reach the wrong audiences

Experts rated public-awareness tools as moderately effective (M = 4.43), and one third identified the same central limitation: these tools reach mainly audiences that are already technically confident. Guo et al. (2025) report the same asymmetry from a different angle, finding that the populations most vulnerable to AI-generated disinformation are also the least likely to adopt technical countermeasures. Our respondents’ assessment therefore suggests that effective mitigation may need to extend beyond tool development to distribution, accessibility, and integration into platforms where vulnerable users already consume information. One respondent, Katerina Sedova of the Atlantic Council, warned: “As chatbots become ubiquitous, get intertwined with human lives, and even invite real emotional connection and dependence from humans, it will be critical to ensure that these mediums are not weaponized.”

Toward a layered, domain-weighted response

Because no single strategy commands consensus while each is broadly seen as workable, the responses point toward combination rather than selection. Grouping the five rated strategies by the mechanism through which they act yields four pillars: provenance (digital watermarking and technical detection, which act on the artifact), audience-side literacy (media literacy, which acts on the recipient), statutory regulation (government regulation, which acts on the producer), and platform enforcement (which acts on distribution). The number four here is coincidental and carries no relation to the four modalities or the four domains.

The pillars are not weighted equally across domains. Our respondents’ domain-by-modality ratings suggest different entry points: provenance first for political video, where authenticity of the artifact is the contested question; labeling and medical fact-checking for health text, where the claim rather than the medium carries the harm; voice authentication and KYC modernization for financial audio, where the attack targets an identity check; and accessibility-first literacy for the social domain, where harm is diffuse and no single chokepoint exists. Appendix Table C4 sets out this priority matrix. It is a starting point derived from perceptions, not a validated framework, and we present it as a hypothesis for testing.

Findings

Finding 1: Experts rate video deepfakes as the most threatening modality overall. 

Figure 1. Modality threat perceptions across all domains (7-point scale, N = 54). Error bars represent 95% bootstrap confidence intervals (10,000 iterations).

Throughout the Findings, ratings use a 7-point scale (1 = not threatening; 7 = extremely threatening) MSD. Across all domains, video deepfakes received the highest average threat rating (M = 6.19, SD = 1.19), followed by audio (M = 5.91,SD = 1.25), images (M = 5.74, SD = 1.13), and text (M = 5.57, SD = 1.36). This pattern is broadly consistent with previous work suggesting that synthetic content in higher-fidelity modalities carries greater persuasive force, and that untrained observers find fabricated video and audio harder to identify as synthetic than fabricated text (Corsi et al., 2024; Guo et al., 2025).

Finding 2: Perceived modality threats vary systematically across domains. 

Figure 2. Domain × Modality threat perception heatmap (N = 54). Cell values show M (±SD). Higher values indicate greater perceived threat.

Within this sample, the political domain received the highest average threat ratings, with deepfake video peaking at M = 6.31 (SD = 1.15). The confidence intervals political-domain video and audio overlap, however. In plain terms: with 54 respondents, the difference between these two ratings is small enough that it could plausibly be a product of who happened to answer the survey rather than a real difference in expert opinion. The ordering should be read as suggestive, not established.

The social domain followed a similar pattern (video M = 6.00; images M = 5.76). The health domain showed a different pattern: text was rated as the most threatening (M = 5.80, SD = 1.32), while images (M = 5.13), audio (M = 5.02), and video (M = 5.13) clustered lower. However, confidence intervals overlap across all four health-domain modalities, so this pattern should be treated as suggestive rather than definitive. One possible explanation is that health misinformation reaches audiences mainly in written form, from fabricated studies to AI-generated health advice, so experts see text as the more likely route to harm in this domain (De Angelis et al., 2023).

Figure 3. Threat perceptions across domains by AI modality (N = 54). Error bars represent 95% bootstrap confidence intervals (10,000 iterations). Substantial overlap indicates that most cross-domain and cross-modality differences are not statistically distinguishable at this sample size.

In the financial domain, audio received the highest mean rating (M = 5.65, SD = 1.62), though confidence intervals do not clearly separate it from video or text.

Finding 3: Experts identify voice-cloning fraud as the most urgent risk. 

Figure 4. Most urgent risks identified by experts (N = 54). Error bars represent 95% Wilson score confidence intervals for binomial proportions.

Election interference via deepfake video was identified as the most urgent risk by 78% of respondents, consistent with widespread public concern documented in recent surveys of U.S. voters (Yan et al., 2025). The next tier comprised cyberattacks (46%) and non-consensual deepfake imagery (46%), though Wilson confidence intervals for these proportions are wide (approximately 33%–60%), indicating substantial uncertainty in the precise ranking below election interference.

Finding 4: Experts view no single mitigation strategy as universally effective. 

Figure 5. Mitigation strategy effectiveness ratings (7-point scale, N = 54). Error bars represent 95% bootstrap confidence intervals (10,000 iterations).

On a 7-point effectiveness scale, government regulation received the highest mean rating (M = 5.24, SD = 1.65), followed by digital watermarking (M = 5.20), media literacy (M = 5.07), platform enforcement (M = 4.91), and technical detection (M = 4.57). Bootstrap confidence intervals overlap for the top four strategies, indicating that the differences among them are not statistically distinguishable; only technical detection falls somewhat below the others. All five distributions are right-skewed and unimodal (63–74% of respondents at ≥ 5; see Appendix Table C2). In a separate item, respondents ranked the same five strategies from 1 (most effective) to 5 (least effective). Mean ranks fell in a narrow band from 2.98 to 3.28, close to the midpoint of 3 that would result from no agreement at all. This aligns with prior expert survey research showing persistent disagreement about optimal responses to misinformation (Altay et al., 2023).

Methods

This study is exploratory. We did not pre-register hypotheses; we sought a broad descriptive map of expert threat assessments across modalities, domains, and mitigation strategies. The present manuscript reports preliminary findings from this dataset.

Going in, we held three loose expectations grounded in the existing literature: (a) higher-fidelity modalities (video, audio) would dominate threat ratings, with video especially salient in the political domain (Corsi et al., 2024); (b) audio threats would cluster in the financial domain, given the rise of voice-cloning fraud (Chen & Magramo, 2024); and (c) experts would split into recognizable camps along a tech-fix-versus-regulation axis (Altay et al., 2023). The data confirmed (a) and (b) but contradicted (c): rather than camp-formation, we observed broad agreement that each strategy can work alongside disagreement on which deserves priority. We treat this contrast between expectation and finding as a hypothesis source for confirmatory follow-up rather than as a tested claim.

We conducted a structured online survey between July 2025 and March 2026. Eligible participants were professionals or scholars with demonstrated recent activity on AI-driven disinformation; eligibility was operationalized by requiring respondents to provide a link to a recent publication, project, or public engagement on the topic. The link served as a soft validation; no formal post-response screening or exclusion was applied, and all 54 valid responses are retained in the analyses.

Recruitment combined targeted expert recruitment with snowball extension. We identified 516 candidates through systematic Google Scholar, LinkedIn, Mastodon, and Bluesky searches, supplemented by authors of recent publications cited in our broader research program. We directly contacted 454 candidates via individualized messages (email 47%, LinkedIn 21%, Mastodon DM 8%, Bluesky 4%, mixed/other 20%); recipients were invited to forward the survey to relevant colleagues. The questionnaire (54 items, mostly 1-to-7 rating scales) is reproduced in Appendix A; the recoding scheme for free-text role descriptions is documented in Appendix B.

We received 54 valid responses (response rate 11.9% from over 454 directly contacted; the absolute number of forwards via snowball is unknown). The equal number of items (54) and respondents (54) is coincidental. Recoding the open-text role field yielded seven coherent categories: AI/ML researchers and developers (39%); disinformation, fact-checking, journalism, or media research (26%); other practitioners and academics (13%); cybersecurity, defense, and threat-intelligence (6%); policymakers and regulators (6%); provenance, standards, and infrastructure professionals (6%); and ethics, legal, and governance (6%). Respondents had a median of 17 years of experience and high self-rated familiarity with both large language models (M = 4.89/7) and deepfake technology (M = 4.54/7). Respondents were distributed across five geographic areas: European Union (n = 23, 43%), North America (n = 19, 35%), non-EU Europe including the United Kingdom (n = 7, 13%), Asia-Pacific (n = 4, 7%, comprising East and Southeast Asia, South and Central Asia, and Oceania), and one respondent (2%) who selected “Global,” an option offered for experts whose work is not tied to a single region. No respondent was based in Africa or in Latin America, although both were available options. Sample characteristics by category appear in Appendix Table C1.

Participants chose one of three publication-handling preferences at the end of the survey: full anonymity (n = 27, 50.0%), name and affiliation in Acknowledgments (n = 14, 25.9%), or attribution of specific quotes by name in addition to acknowledgment (n = 13, 24.1%). All four respondents quoted by name in this manuscript fall in the third group; “Merzmensch” is a long-standing artistic identity under which the respondent has published creative and scholarly work and was supplied as the preferred attribution.

Quantitative data were analyzed descriptively (means, standard deviations, frequencies). Consequently, the reported differences should be interpreted as descriptive patterns rather than evidence of statistically significant differences between modalities or domains. Given the exploratory design and sample size, we report descriptive statistics rather than inferential tests. To convey estimation uncertainty, figures display 95% bootstrap confidence intervals (10,000 iterations with a fixed random seed for reproducibility) for mean ratings, and 95% Wilson score confidence intervals for binomial proportions.

Limitations

The sample (N = 54) is purposive, not representative, and skews toward Western, technically proficient experts: 91% of respondents are based in the European Union, North America, or non-EU Europe, with the Global South substantially underrepresented. Self-selection bias may inflate threat perceptions among respondents already concerned about AI-driven disinformation. The survey measures perceptions rather than observed impacts, and the rapidly evolving capabilities of generative AI may shift expert assessments substantially within months. Sub-domain comparisons are descriptive only and underpowered for inferential testing.

Because the sample contains a comparatively large proportion of AI researchers and disinformation specialists, the observed priorities likely reflect expert perspectives on AI-related risks rather than broader societal perceptions. This composition may have influenced which domains were viewed as most concerning.

All respondents were 18 or older and provided informed consent prior to participation. The consent form, displayed at the start of the survey, described the study purpose, voluntary nature of participation, anticipated time commitment, data-handling procedures, and the three publication-handling options described above. The survey did not collect special-category personal data and was conducted in accordance with the EU General Data Protection Regulation. The study protocol was reviewed against the data-minimization and lawful-basis requirements of the EU General Data Protection Regulation (consent under Art. 6(1)(a) GDPR). Direct quotations are attributed by name only for the 13 respondents who explicitly opted in to such attribution.

The post Experts disagree on how to fight AI disinformation, but agree that health and politics need different solutions first appeared on HKS Misinformation Review.

Momenta To Test Robotaxis Across Germany, Uber Invests More

We’ve been writing about or mentioning Momenta a lot this week. I think this is the 4th time, and I don’t believe we’ve ever covered it before. Today we got news that Momenta has received approval from the Federal Motor Transport Authority (KBA) to do Level 4 autonomous driving testing ... [continued]

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Anthropic Says It’s Against A Ban On Open Weight Models. It Just Wants To Ban Everything That Makes Them Good.

Just recently Karl warned that we were going to see some absolute nonsense as the US sought to somehow “ban” Chinese AI models from being used in the US. That seems to already be happening. It kicked off with talk that the US might “fight Chinese AI” using nearly identical arguments to what was used to ban (or force the sale of) TikTok before it. Some combination of “national security threat” combined with “oh no China” propaganda.

But most of the AI industry is now speaking out, in an open letter put together by Nvidia, against the potential path that the Trump administration considered taking: an attempt to ban or limit so-called “open weight” models. The companies seem to recognize that focusing on holding back these competitive models would actually do much more damage to the wider AI ecosystem.

There were notable exceptions from the campaign in defense of open weight models: Anthropic, OpenAI, and Google (the three leading frontier model labs) were not initially signed onto the letter. Though their absence quickly became the story — leading OpenAI and Google to reconsider and sign onto the letter days after it came out.

That left one major player off the letter: Anthropic (a company that has so far refused to release any open weight models). And now the company is trying to explain itself, but seems to only be digging itself a deeper hole.

One of the problems here is that the leading Chinese AI models tend to be open weight models, which can be downloaded and run locally, as compared to the leading frontier models from US companies which require you to access them via their own hosted models. Yes, most of the leading Chinese models also offer (sometimes significantly cheaper) cloud/API access to their models, but you can also run them yourself (for the smaller models directly on your own computers, or for the larger models via your own cloud setup).

There’s no inherent reason why the best open weight models are coming out of China, other than that they seem to have recognized that it may be the best way to get more people to use them and to compete against the American frontier models, which are much more proprietary and locked up. The strategy is a recognition that offering a compelling, more open alternative is how to get people to adopt your system over the American frontier models. If a generation of developers builds on top of Kimi or Qwen or one of the other Chinese open weight models, they become the de facto infrastructure for the next generation of digital tools.

In the same manner that Linux quietly became the substrate of the open internet, and it’s likely that an open weight model may become the equivalent for the next generation. Organizations may rely on frontier models for really deep work, but so much can be done with open weight models that a winner here becomes the commodity infrastructure provider for a new generation of software. That’s why any proposed restrictions on open weight models would get everything precisely backwards. It would guarantee that the wider open ecosystem gets built on non-American tools. Yet, the discussion around such bans seems to treat these as just another software product, rather than a fight over how the infrastructure of the internet will work going forward.

Of course, that’s not the only argument the Trump admin is using to try to stop these models. Last week they focused on claims that Kimi’s K3 model (the latest model to shake up the US market, despite being not quite as good as the frontier models) must have been “distilled” from Anthropic’s Fable 5.

“If we see, especially that overseas models are stealing from our great companies, we have the ability to sanction them because of this theft,” Bessent told Fox Business’ “Mornings with Maria” on Tuesday.

Bessent said the technical term for this theft is called distillation, which is an AI training method where a smaller, less capable model is built using outputs from an existing, stronger model. Anthropic sent a letter to the U.S. Senate Committee on Banking, Housing, and Urban Affairs last month alleging that the Chinese tech company Alibaba had carried out the “the largest known distillation attack” against it to date.

This is rich for a variety of reasons, not the least of which is that all of the frontier AI models were built by feeding their training models whatever information they could get their hands on, including (in Anthropic’s case) building a pirate library of downloaded books for which it had to pay out a pretty massive settlement to authors.

Distillation is not quite the same thing, but is functionally similar. It’s taking the work of an existing model to fine tune the model you’re working on. The claims about Kimi K3 seem somewhat exaggerated, as the initial claims were that it was distilled based on Anthropic’s Fable 5 release, but multiple people I’ve spoken to don’t see how that’s possible, given how Fable 5 has only been out for a little while (and then was turned off for a while due to the US government freaking out over nothing).

No matter what, distilled models are likely to be less powerful, and at least a decent period behind the frontier models, given that they’ll need access to the frontier models and time to train based on them. There’s also some dispute over how the open weight models may be using distillation, and which part of the training process works best.

But either way, the freakout over distillation seems… ridiculous. Bessent calling it “theft” is nonsense. Just as training a model on copyrighted works is a form of reading (which shouldn’t implicate copyright in the first place), so too is distilling, which is (in effect) training your model by having it compare its initial answers to similar answers from a frontier model and then adjusting based on the different results. It’s a form of learning based on observed results by others, not “stealing.” Pretending that it’s stealing or somehow should face sanctions or other consequences will put US AI development in a bad, bad spot.

Which brings us back to that letter. Here’s the case it actually makes:

Open weights also strengthen competition and competition is what keeps the gains of AI broadly shared rather than concentrated in a few hands. By allowing many organizations to build, adapt, and deploy advanced models, open weights create rivalry not only among model developers but across cloud chips, applications, and services. That competition spurs innovation, drives down costs, and distributes the benefits of AI broadly across our economy.

Open weights also give customers greater control. As organizations invest in AI, they want to know that they will not become locked into a single provider or lose the knowledge and capabilities they build over time. Open weight models help provide that assurance by allowing organizations to control their own data, evaluate and adapt models to their own needs, and deploy them wherever their business requirements demand. And as organizations create value with AI, open weights allow them to own that value through self-improving models, specialized capabilities, and accumulated knowledge that drive American sovereignty and prosperity.

The letter is exactly correct. I’ve talked about the importance of open-weight and local models for taking back control over the open web and making sure that we don’t run a repeat of what the earlier internet had of a few giant companies taking over the web.

Of course, Anthropic (which hasn’t released any open weight models) was conspicuously absent from the signatory block of that letter. Earlier this week, Anthropic’s Dario Amodei came out and tried to explain/justify the company’s stance, which boils down to: “we don’t think anyone should ban open weight models… but we do think the US should ban all the conditions that make quality open weight models possible.”

Amodei argues that simply banning Chinese open weight models wouldn’t solve the alleged “threats” that people are concerned about, though he admits directly that it would act as protectionist industrial policy that could benefit American AI companies (like Anthropic):

But banning the use of these models by US businesses does nothing to address this risk, because bad actors are unlikely to be legitimate US businesses. It would protect US AI companies from competition, but that has never been my goal.

It feels a bit like he’s protesting too much regarding the protectionism here, while trying to have it both ways. He claims he really has the best interests of safety at hand, and is against protectionist ideas, but it’s hard to square that with the rest of the article.

While he says the US shouldn’t ban open weight models (and it shouldn’t), he then puts a bunch of conditions on it, which would make it that much more difficult for the current crop of open weight models to compete. Namely, he leans in on the Sinophobia that has become popular these days in warning about “CCP” influence over models (which… should be less of a concern with open weight models, since those who use versions not hosted by the Chinese companies can adjust the models to deal with those concerns).

But then he says that we should punish Chinese AI companies for engaging in distillation:

We should crack down on industrial-scale distillation operations. Distillation is a much more compute-efficient process than training models from scratch. It allows China to build much better models than its number of chips would ordinarily enable, and thus partially evade chip bans. Distillation does not allow the CCP to obtain equivalent or superior AI capabilities to the US, but it can bring the Chinese frontier to within a few months of the US frontier. It is true that many of the companies carrying out these operations release open-weights models—but the open weights are far less relevant than the fact that the operations are backed by an authoritarian state seeking to overtake the US at the frontier. We should have policy interventions to deter this behavior. A blanket ban on open-weights models is neither the correct remedy nor something we have called for.

To be fair to Amodei, not everything on his list is competitor-hobbling. He also wants chip export controls tightened (a policy that predates this fight and has its own problems, but at least isn’t aimed at a business model), and he wants mandatory pre-release safety testing for all sufficiently capable models — open or closed, foreign or domestic, Claude included. That last one is the tell, though, and not in the way he intends: if you genuinely believe capability-based testing is the right lever, and you’ve just said bans “would protect US AI companies from competition, but that has never been my goal,” then what is the argument about distillation doing on the list at all? Testing catches dangerous capabilities regardless of how the model got them. The distillation crackdown adds nothing on safety. It only serves to kneecap cheaper competition.

And even the “safety testing” plank isn’t as neutral as it sounds. While safety testing is obviously important, when legally mandated, it can quickly turn into an expensive compliance-function of box-checking that only the largest companies can do, taking us back to the world of just a few providers, and limiting smaller competitive models from really being viable. While there are legitimate reasons for it, it can also create its own moat.

The proposed crackdown on distillation is just asking the state to step in and block lower-cost competitors from competing. Yes, these models can be competitive, but they should be driving the leading frontier models to continue to improve and to provide more value. What Amodei is asking for here is basically the US government to help prevent lower cost, lower quality competitors from pushing the floor of the AI market upwards.

Now, to be clear, as with any technology, you can claim that a more open, more widely available, more powerful version can be misused. But that has always been the case and we, in the US, have tended to default to allowing the technology to proceed, and figuring out ways to minimize the dangers/increase the good uses, rather than resorting to assuming the tech will be abused and working backwards to block all possible abuses. Historically, seeking to pre-vet technologies tends not to work well, and (often) opens up the market to foreign competitors to simply build better products.

The open letter makes a sharper version of this point, and you can see why Anthropic wouldn’t want to put its name to this point in particular:

Relying solely on closed models is not inherently safe: they can be breached, misused, or fail in ways that outsiders cannot detect. And concentrating advanced AI capabilities behind a small number of closed models compounds that risk. It results in a small number of single points of failure, weakens competition, and leaves critical technology in the hands of a few providers. Open weight models, on the other hand, allow a broad community of researchers and developers to examine their behavior, identify vulnerabilities, develop safeguards, and improve them over time. Just as open-source software demonstrated that transparency can be more secure than obscurity, AI safety may depend on giving more people the ability to test and strengthen the models on which society relies. It allows for rigorous benchmarking and evaluation, red teaming, and protections tied to real and demonstrated harms rather than assuming that closed systems are safer by default.

Amodei also claims he supports the general argument of the open letter, but he disagrees with the idea that open weight models lead to better security:

This brings me to the open letter. I agree with much of it: open weights expand access to the AI economy, they strengthen competition at least for some use cases, and they give customers greater control. Concerns about distillation should be addressed through targeted legal and commercial frameworks—the same measure I described above. But I don’t agree with the letter’s assertions that open-weights models necessarily make it easier to develop safeguards or that broad access to capabilities necessarily helps defenders more than attackers. It seems at least as likely to me that the opposite will be true.

This strikes me as a repeat of the age-old fight that always shows up in discussions of open source technologies: the claim that by making them open, security vulnerabilities are easier to find. Of course, what we’ve seen historically in other spaces is that this actually means that security vulnerabilities are more quickly patched, rather than in the “security by obscurity” space, where they can remain open (and possibly exploited) for much longer.

Amodei is asserting that the AI space is somehow different, though without much evidence for that other than what feels like a bit of fear-mongering about “weaponizing pandemic-level viruses.”

Of course, part of the problem here is that it often feels like Anthropic treats “crying wolf” as a marketing strategy, whereby much of the company is focused on talking up “our tools are soooooooo dangerous that you need us in there to protect you from them.” Even if there’s some truth to it, it’s awfully convenient that the same argument also happens to justify banning, punishing, or limiting the cheaper, more open, more user-controllable alternatives.

In the end, the federal government still might try to punish the Chinese open models in some form or another just because they view current American industrial policy in very nationalistic terms. But that won’t be good for the wider ecosystem, or for the general incentives to innovate. And, worst of all, it makes it that much harder to build a world where we’re not entirely dependent on a few giant companies controlling the “brains” of the tools the rest of us rely on.

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Most decarbonization scenarios stop at 2050 because policy targets do. Steel mills, aircraft fleets, ports, electricity grids and industrial supply chains do not. A pathway can reach net zero in a target-year spreadsheet while leaving behind an energy system that is expensive, physically implausible or dependent on technologies that never ... [continued]

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