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15 Apr 09:00

A2A, le protocole de Google pour faire converser les agents IA entre eux

by Camille Roux

Google vient de lancer Agent2Agent (A2A) : un protocole d’interopérabilité pour permettre à des agents IA de collaborer entre eux, qu’ils soient internes ou externes à un même système.


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L'article A2A, le protocole de Google pour faire converser les agents IA entre eux a été posté dans la catégorie IA de Human Coders News
15 Apr 08:43

Scientists made a stretchable lithium battery you can bend, cut, or stab

by Jacek Krywko

The Li-ion batteries that power everything from smartphones to electric cars are usually packed in rigid, sealed enclosures that prevent stresses from damaging their components and keep air from coming into contact with their flammable and toxic electrolytes. It’s hard to use batteries like this in soft robots or wearables, so a team of scientists at the University California, Berkeley built a flexible, non-toxic, jelly-like battery that could survive bending, twisting, and even cutting with a razor.

While flexible batteries using hydrogel electrolytes have been achieved before, they came with significant drawbacks. “All such batteries could [only] operate [for] a short time, sometimes a few hours, sometimes a few days,” says Liwei Lin, a mechanical engineering professor at UC Berkeley and senior author of the study. The battery built by his team endured 500 complete charge cycles—about as many as the batteries in most smartphones are designed for.

Power in water

“Current-day batteries require a rigid package because the electrolyte they use is explosive, and one of the things we wanted to make was a battery that would be safe to operate without this rigid package,” Lin told Ars. Unfortunately, flexible packaging made of polymers or other stretchable materials can be easily penetrated by air or water, which will react with standard electrolytes, generating lots of heat, potentially resulting in fires and explosions. This is why, in 2017, scientists started to experiment with quasi-solid-state hydrogel electrolytes.

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15 Apr 08:41

Passengers Trapped in Rocket With Katy Perry Wished She Would Sing Something Else

by Victor Tangermann
Katy Perry reportedly broke into song, singing "What a Wonderful World" during her rocket ride. Others wanted her to sing her own songs.

Singed

This morning, a crew of six women — including pop star Katy Perry, CBS News broadcast journalist and TV personality Gayle King, and Blue Origin CEO Jeff Bezos' fiancé Lauren Sánchez — rocketed to an altitude of 66 miles, just past the internationally agreed-upon edge of space.

The 11-minute journey on board Blue Origin's New Shepard rocket appeared to have left a lasting impression on Perry, who was emotionally stirred by the experience.

During the trip, she reportedly broke into song, singing "What a Wonderful World" by Louis Armstrong, which was originally conceived in the 1960s to bring a fractured nation together following the Kennedy assassination, the beginning of the Vietnam War, and widespread racial injustice.

The other passengers, though? They encouraged Perry to sing one of her own hits instead.

After all, what better time to advertise your own work than during an ultra-expensive and vacuous PR stunt that nobody but the participants have anything to gain from?

Making Space

Perry said that the choice was inspired by some new-age mumbo jumbo.

"I’ve covered that song in the past and obviously my higher self is always steering the ship," she rambled, "because I had no idea that one day I’d be singing that song in space."

After touching down, Perry got on her knees to kiss the dirt below her in a symbolic gesture.

Not long after, the performer had an eye-roll-inducing answer when prompted why she chose to sing Armstrong's classic instead, arguing that wealthy one-percenters going for a thrill ride to space was somehow about female empowerment.

"It's not about singing my songs," she said during an interview following the launch. "It's about a collective energy and making space for future women. It's about this wonderful world that we see right out there and appreciating it."

"This is all for the benefit of Earth," she added.

But how exactly a brief trip to the edge of space is of any benefit to the planet remains to be seen.

Unfortunately, while she didn't opt for her own work during the launch, Perry did promise to write an entire song inspired by her seemingly life-changing trip — an homage we could probably do without.

More on the launch: Chat Relentlessly Mocks Katy Perry's "Space Trip"

The post Passengers Trapped in Rocket With Katy Perry Wished She Would Sing Something Else appeared first on Futurism.

12 Apr 07:43

DeepCoder-14B : Un nouveau modèle IA révolutionnaire pour coder plus vite et mieux

by Yohann Poiron

DeepCoder-14B est un nouveau modèle d’intelligence artificielle open source, conçu par Together AI et Agentica, qui se positionne comme une alternative crédible aux modèles propriétaires de génération de code, tels que o3-mini d’OpenAI. , Avec ses 14 milliards de paramètres, il offre des performances remarquables en matière de génération de code et de raisonnement algorithmique, tout […]

L’article DeepCoder-14B : Un nouveau modèle IA révolutionnaire pour coder plus vite et mieux est apparu en premier sur BlogNT : le Blog des Nouvelles Technologies.

12 Apr 07:42

Quantum hardware may be a good match for AI

by John Timmer

Concerns about AI's energy use have a lot of people looking into ways to cut down on its power requirements. Many of these focus on hardware and software approaches that are pretty straightforward extensions of existing technologies. But a few technologies are much farther out there. One that's definitely in the latter category? Quantum computing.

In some ways, quantum hardware is a better match for some of the math that underlies AI than more traditional hardware. While the current quantum hardware is a bit too error-prone for the more elaborate AI models currently in use, researchers are starting to put the pieces in place to run AI models when the hardware is ready. This week, a couple of commercial interests are releasing a draft of a paper describing how to get classical image data into a quantum processor (actually, two different processors) and perform a basic AI image classification.

All of which gives us a great opportunity to discuss why quantum AI may be more than just hype.

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11 Apr 07:48

Mario Kart World’s $80 price isn’t that high, historically

by Kyle Orland

Last week, Nintendo made waves across the game industry by announcing that Mario Kart World would sell for a suggested price of $80 in the US. That nominal price represents a new high-water mark both for Nintendo and for the game industry at large, which has generally reserved prices above $70 for fancy, trinket-laden collectors' editions or Digital Deluxe Editions that include all variety of downloadable bonuses.

Console gaming's nominal price ceiling has gone up pretty consistently in the last 40+ years. Credit: Kyle Orland / Ars Technica
After adjusting for inflation, an $80 price level doesn't seem all that out of the ordinary. Credit: Kyle Orland / Ars Technica

When you adjust historical game prices for inflation, though, you find that asking $80 for a baseline game in 2025 is broadly in line with the prices big games were commanding 10 to 15 years ago. And given the faster-than-normal inflation rates of the last five years, even the $70 nominal game prices that set a new standard in 2020 don't have the same purchasing oomph they once did.

The data

A yellowed print advertisement for video game cartridges.
$34.99 for Centipede on the Atari 2600 might sound cheap, but that 1983 price is the equivalent of roughly $90 today. Credit: Retro Waste
A yellowed print advertisement for home video game consoles and accessories.
Check out the premium pricing for Zelda titles above other NES games in the 1988 Sears catalog. Credit: Hughes Johnson
A 1990s advertisement for home video game consoles and accessories.
If you wanted Streets of Rage 2 from Electronics Boutique in 1993, you'd better have been ready to pay extra. Credit: Hughes Johnson

To judge Mario Kart World's $80 price against historical trends, we first needed to figure out how much games cost in the past. To do that, we built off of our similar 2020 analysis, which relied on scanned catalogs and retail advertising fliers for real examples of nominal console game pricing going back to the Atari era. For more recent years, we relied more on press reports and archived digital storefronts to show what prices new games were actually selling for at the time.

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11 Apr 07:47

Accor va renforcer sa présence dans l'hôtellerie de luxe et le lifestyle

by Journal du Luxe
Le groupe hôtelier, qui a ouvert 293 établissements à travers le monde toutes catégories confondues en 2024, indique travailler au développement de près de 300 adresses de prestige.
11 Apr 07:45

Jean-Philippe Encausse - The Media Leader

Elise Dufour IA Act Jean-Philippe Encausse Nagarro ... Encausse, Innovation Solution Architect chez Nagarro, croisent ici leurs points de vue.
11 Apr 07:43

Holograms that can be grabbed and manipulated

Researchers have succeeded, for the first time, in displaying three-dimensional graphics in mid-air that can be manipulated with the hands. The team includes Doctor Elodie Bouzbib, from Public University of Navarra (UPNA), together with Iosune Sarasate, Unai Fernández, Manuel López-Amo, Iván Fernández, Iñigo Ezcurdia and Asier Marzo (the latter two, members of the Institute of Smart Cities).
11 Apr 07:43

TSMC dévoile le premier prototype du processeur 2nm

by Morgan Fromentin
TSMC dévoile le premier prototype du processeur 2nm
Le nouveau processeur 2nm de TSMC pourrait être le cœur de la performance de l'iPhone 18.
11 Apr 07:42

L’Estonie envisage de couler les bateaux suspects qui touchent aux câbles sous-marins

by Bogdan Bodnar

L'Estonie est en plein débat sur un nouveau de texte loi qui prévoit d’élargir le cadre d’action de sa marine. La législation permettrait notamment l’usage de la force contre des navires civils, en cas de menace grave avérée.

11 Apr 07:40

Photonic chips boost computing speed and efficiency to address growing demand

Computer chips that combine the use of light and electricity are shown to increase computational performance, while reducing energy consumption, compared with conventional electronic chips. The photonic computing chips, described in two papers in Nature this week, might address the growing computing demands driven by advancing artificial intelligence technology.
11 Apr 07:40

Le GPMI va-t-il faire disparaître le HDMI ?

by Morgan Fromentin
Le GPMI va-t-il faire disparaître le HDMI ?
Découvrez tout ce que vous devez savoir sur le GPMI qui pourrait remplacer le HDMI.
11 Apr 07:36

Une IA révèle des bulles cosmiques dans notre galaxie 🫧

by Adrien BERNARD
Des chercheurs japonais ont découvert des structures cosmiques invisibles à l'œil nu grâce à l'intelligence artificielle. Une équipe de l'Université métropolitaine d'Osaka a mis au point un...
11 Apr 07:32

Anime.js, a JavaScript animation engine

by Nathan Yau

New to me, Anime.js by Julian Garnier seems like a fun library to play with.

Anime.js is a fast, multipurpose and lightweight JavaScript animation library with a simple, yet powerful API. It works with CSS properties, SVG, DOM attributes and JavaScript Objects.

The 4.0 version was just released.

Tags: animation, JavaScript, Julian Garnier

11 Apr 07:30

Samsung’s The Frame Pro ditches the cables to disguise your TV as art

by Georgina Torbet
11 Apr 07:27

Leveraging silicon photonics for scalable and sustainable AI hardware

The emergence of AI has profoundly transformed numerous industries. Driven by deep learning technology and Big Data, AI requires significant processing power for training its models. While the existing AI infrastructure relies on graphical processing units (GPUs), the substantial processing demands and energy expenses associated with its operation remain key challenges. Adopting a more efficient and sustainable AI infrastructure paves the way for advancing AI development in the future.
11 Apr 07:26

Revolut est en colère contre Facebook, qui diffuse trop d’escroqueries

by Hugo Bernard

Un rapport de Revolut sur les arnaques financières en ligne rapporte que Facebook, Instagram et WhatsApp représentent plus de la moitié des signalements faits à Revolut.

11 Apr 07:24

ChatGPT can now remember and reference all your previous chats

by Samuel Axon

OpenAI today announced a significant expansion of ChatGPT's customization and memory capabilities. For some users, it will now be able to remember information from the full breadth of their prior conversations with it and adjust its responses based on that information.

This means ChatGPT will learn more about the user over time to personalize its responses, above and beyond just a handful of key facts.

Some time ago, OpenAI added a feature called "Memory" that allowed a limited number of pieces of information to be retained and used for future responses. Users often had to specifically ask ChatGPT to remember something to trigger this, though it occasionally tried to guess at what it should remember, too. (When something was added to its memory, there was a message saying that its memory had been updated.)

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11 Apr 07:21

Ce phare pour vélo intelligent sait aussi filmer en 4K !

by Sylvain Biget, Journaliste
Garmin sort le Varia Vue, un puissant phare pour vélo dont la lumière s’adapte à l’environnement et à la vitesse. Ce très cher accessoire intègre également une caméra d’action 4K qui peut s’activer automatiquement en cas d’accident.
08 Apr 13:23

Tuesday Telescope: Does this Milky Way image remind you of Powers of 10?

by Eric Berger

When I was a kid, I was fascinated by the Powers of 10 video, which came out in the 1970s. Perhaps you remember it, with the narrator taking us both outward toward the fathomless end of the Universe and then, reversing course, guiding us back to Earth and inside a proton. The film gave a younger me a good sense of just how large the Universe around us really is.

What I did not know until much later is that the short film was made by the Eames Office, which was founded by the noted designers Charles Eames and Ray Kaiser. It's the same organization that produced the Eames Lounge Chair. It goes to show you the value of good design across genres (shoutout to Ars' resident designer, Aurich Lawson).

Anyway, I say all that because the Power of 10 film continues to live in my head, rent-free, decades later. It was the first thing I thought of when looking at today's image of the Milky Way Galaxy's center. The main image showcases huge vertical filaments, with the supermassive black hole at the galaxy's core clearly visible. This image, captured by a South African radio telescope named MeerKAT, also shows the ghostly, bubble-like remnants of supernovas that exploded over millennia.

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07 Apr 15:32

Trade, Tariffs, and Tech

by Ben Thompson

Listen to this post:

Pretend, if you can, that the last week didn’t happen (a tall order for the Stratechery demographic, I know), and imagine another scenario: China invades Taiwan. What happens then?

I’m not a military expert, but my assumption is that China would be successful; the biggest unknown variable would be time. If the U.S. does not intervene the conflict would be shorter; if the U.S. does the conflict would be longer, and ultimately be decided in the way that wars are always decided: through industrial capacity and logistics. China has a meaningful advantage in both areas given its relative manufacturing might and the fact the conflict would happen off their coast.

There are experts who disagree; the Center for Strategic & International Studies ran a series of wargames in 2023, and concluded that the U.S. and its allies would repel a Chinese invasion, but at a heavy cost to U.S. military forces and Taiwan generally. That, however, raises a more pertinent point: when it comes to the economic impact it hardly matters who wins or loses. In both cases China is effectively removed from global supply chains, and Taiwan’s economic output — including chips from TSMC and others — is destroyed.

It’s difficult to overstate the extent to which every aspect of modern life rests on global supply chains, which are so long and complex that no one can truly understand the effects of messing with them. It has, however, gotten easier to grasp the complexity in recent years: first there was the bungled economic response to COVID, where a temporal interruption in supply chains triggered worldwide supply shortages and contributed to global inflation; then there was last week, when the shock of blanket tariffs from the Trump administration led to a meltdown in worldwide stock markets that seems to still be ongoing. A war over Taiwan, however, would put all of these to shame.

Trade and China

Last November, in the wake of President Trump’s second election, I wrote A Chance to Build: that title referenced the optimistic conclusion to a piece that was, if you read closely, a pretty pessimistic summary of the current trade situation, with a special focus on tech. To summarize:

  • The U.S. leveraged foreign aid, direct investment, and its consumer market to rebuild Europe and Japan after World War 2, and pegged currencies to the U.S. dollar (which was pegged to gold) to do it. This started the cycle of foreign countries exporting to the U.S. and buying U.S. debt with the proceeds, although the U.S.’s relative size to the rest of the world meant that the U.S. still ran a trade surplus (the aid and direct investment were often used to buy U.S.-produced products).
  • By 1971 this system was about to collapse under its own weight, leading the U.S. to de-peg from gold (i.e. depreciate the U.S. dollar) and dissolve the Bretton Woods system of currency controls. This led to a decade of pain — including the oil shock of the 1970s — but what emerged had a similar structure to the post World War 2 system, just with the U.S. dollar as the reserve currency, untethered from gold. This meant there was inelastic demand for U.S. treasuries, which basically made it impossible for the U.S. to not run a deficit, either in terms of trade or the federal budget. Still, this was maintainable given the relative size of the U.S. economy to its trading partners.
  • What changed in the last 25 years was the entrance of China into this system. China — clearly in retrospect, although perhaps predictably for those who understood China historically, beyond its backwardness over the previous two centuries — had far more capacity than the system could bear. It’s not an accident that U.S. deficits — both in terms of trade and the federal budget — have exploded in line with Chinese growth.

China is the skeleton key to understand so many oddities about the U.S.’s fiscal situation over the last fifteen years in particular, especially how it is that the U.S.’s response to the Great Recession didn’t lead to inflation: Chinese production was deflationary, and their ever-expanding trade surpluses created an ever-expanding market for U.S. debt, whether it be held by the Chinese national government, provincial governments, state-owned enterprises, etc. This inelastic demand also served to keep the dollar artificially high, in defiance of the theoretical-expected response to long-running trade deficits.

This, more than anything else, is what has hollowed out U.S. manufacturing. The cost of cheap consumer goods and a seeming inexhaustible capacity for U.S. debt was the shifting of ever more manufacturing abroad. Yes, things like lower costs and different labor standards played a role, but it’s the structure of the world economy that matters most; indeed, China’s labor costs are significantly higher than they used to be, but China’s manufacturing dominance is actually accelerating.

Part of this is due to China’s decision over the last few years to respond to the puncturing of its housing bubble by pushing resources into export-oriented industries; another part is the unfortunate reality — under-appreciated by apostles of comparative advantage — that capabilities compound. I wrote in that Article:

The story to me seems straightforward: the big loser in the post World War 2 reconfiguration I described above was the American worker; yes, we have all of those service jobs, but what we have much less of are traditional manufacturing jobs. What happened to chips in the 1960s happened to manufacturing of all kinds over the ensuing decades. Countries like China started with labor cost advantages, and, over time, moved up learning curves that the U.S. dismantled; that is how you end up with this from Walter Isaacson in his Steve Jobs biography about a dinner with then-President Obama:

When Jobs’s turn came, he stressed the need for more trained engineers and suggested that any foreign students who earned an engineering degree in the United States should be given a visa to stay in the country. Obama said that could be done only in the context of the “Dream Act,” which would allow illegal aliens who arrived as minors and finished high school to become legal residents — something that the Republicans had blocked. Jobs found this an annoying example of how politics can lead to paralysis. “The president is very smart, but he kept explaining to us reasons why things can’t get done,” he recalled. “It infuriates me.”

Jobs went on to urge that a way be found to train more American engineers. Apple had 700,000 factory workers employed in China, he said, and that was because it needed 30,000 engineers on-site to support those workers. “You can’t find that many in America to hire,” he said. These factory engineers did not have to be PhDs or geniuses; they simply needed to have basic engineering skills for manufacturing. Tech schools, community colleges, or trade schools could train them. “If you could educate these engineers,” he said, “we could move more manufacturing plants here.” The argument made a strong impression on the president. Two or three times over the next month he told his aides, “We’ve got to find ways to train those 30,000 manufacturing engineers that Jobs told us about.”

I think that Jobs had cause-and-effect backwards: there are not 30,000 manufacturing engineers in the U.S. because there are not 30,000 manufacturing engineering jobs to be filled. That is because the structure of the world economy — choices made starting with Bretton Woods in particular, and cemented by the removal of tariffs over time — made them nonviable. Say what you will about the viability or wisdom of Trump’s tariffs, the motivation — to undo eighty years of structural changes — is pretty straightforward!

The other thing about Jobs’ answer is how ultimately self-serving it was. This is not to say it was wrong: Apple could not only not manufacture an iPhone in the U.S. because of cost, it also can’t do so because of capability; that capability is downstream of an ecosystem that has developed in Asia and a long learning curve that China has traveled and that the U.S. has abandoned. Ultimately, though, the benefit to Apple has been profound: the company has the best supply chain in the world, centered in China, that gives it the capability to build computers on an unimaginable scale with maximum quality for not that much money at all.

That line about Trump’s motivation looms large after the last week; the observation about Apple’s benefits looks much more precarious.

The Nixon Shock

There is a fascinating history of the Nixon administration’s deliberations over closing the gold window, instituting price controls, and imposing a 10% import tax — the actions that effectively ended Bretton Woods — in this 2011 Article in Bloomberg Businessweek. What is interesting is that the decision was made under intense economic pressure, but the presentation was a PR masterpiece:

[Treasury Secretary John] Connally brilliantly packaged the program not as America abandoning its commitment to the gold standard but as America taking charge. He turned the dollar’s collapse, which could have appeared shameful, into a moment of hubris. The emphasis would be on righting America’s trade balance, as well as minor points such as a 5 percent cut in foreign aid. An aide to William P. Rogers, the Secretary of State, called and interjected, “You can’t cut foreign aid.” Connally said, “Tell him if he doesn’t shut up we’ll make the cuts 15 percent.” Shultz muzzled his disquiet over price controls; even Burns joined ranks. The group feverishly debated whether Nixon should address the country on Sunday night, which would mean preempting the popular Gunsmoke. The public relations aspect was paramount. Stein wrote later that the discussion at Camp David assumed “the attitude of scriptwriters preparing a TV special.” No one pretended to know how controls would work; the question was scarcely debated.

Addressing the nation on Sunday, Nixon blamed currency speculators and “unfair” exchange rates rather than U.S. monetary policy. Politically, he hit the jackpot. Monday’s nearly 33-point rise in the Dow was the biggest ever to that point. Nixon’s “New Economic Policy” drew raves from the press. “We unhesitatingly applaud the boldness with which the President has moved,” read the New York Times editorial. In the present era, America’s inability to repair its fiscal problems has tarnished its credibility and hampered its currency negotiations with China. The Nixon Shock showed the U.S. taking action.

The end of Bretton Woods was probably inescapable, but it’s worth pointing out that the Nixon Shock was an economic disaster: the country endured a decade of drastic inflation that was only cured with sky-high interest rates and a massive recession (the architect of that cure, Paul Volcker, was a part of the team that instituted the Nixon Shock in the first place; Volcker came to regret it). In other words, the reaction of the market and the press was totally wrong.

The question is if what happened this last week ought to be compared to the Nixon Shock, or contrasted? Certainly the reaction is a contrast: everyone hates the “Liberation Day” tariffs, including the market. Moreover, the Trump administration’s rollout has been the very opposite of a PR masterpiece: no one in the administration can seem to agree about what exactly the goal is, or what success looks like. I’m certainly not going to attempt to speak for an administration that can’t speak for itself, particularly given Trump’s on-again-off-again approach to tariffs over the last few months.

What I do come back to, however, is what I opened with: there is a scenario within the realm of possibilities that is far more painful than anything Trump proposed; is it better to try and force into place a new economic system that, at least in theory, reduces dependency on China and resuscitates U.S. manufacturing now, instead of waiting for the current system to collapse by literal force? This does seem to be the administration’s goal: simply tariffing China is deadweight loss, leading to rerouting and the fundamental problem of the dollar as reserve currency unaddressed; blanket tariffs, on the other hand, are a valid, if extremely blunt and inefficient, way to meaningfully restructure incentives.1

Moreover, even if an invasion never happens, is the current system sustainable, fiscally or societally? Trump’s political success is, in many respects, the clearest manifestation of what happens in a system that pushes the gains to the globalized top while buying off the localized masses with cheap trinkets.

The Question of Kicking the Can

Ultimately, I actually think there is an important distinction between these downside scenarios, and it explains why I think that Trump’s approach, while more theoretically valid than it is being given credit for, is the wrong one.

First, I’m skeptical that we have the stomach for what would be necessary to remake the global economic order. I might have had to spend a few paragraphs explaining this point previously, but I think a stock market chart speaks for itself:

A chart of the S&P 500 over the last 5 days

I will note, by the way, that these losses aren’t entirely irrational or panic-driven: reduced trade absolutely hurts U.S. multinationals; one point that is being missed — at least until what happened in foreign stock markets this morning — is that it hurts foreign companies even more. No one wins in a trade war.

Second, the current economic system, flawed though we may now recognize it to be, is a complex system, built up over decades; one ought to be very wary in remaking complex systems in a top-down manner. It’s one thing to diagnose problems; it’s a very different thing to solve them. There’s a reason that new economic systems usually arise after major wars; it’s easier to build something new after the old thing has been destroyed (and there is the stomach for it, because there is no other choice).

Third, there are a lot of other things the Trump administration could be doing, particularly in terms of relieving regulation, ensuring equal opportunity throughout the economy, etc. It seems like a missed opportunity to be burning political capital on deficit reduction and trade rebalancing when there are major pro-growth opportunities still available. This seems particularly pertinent given the rise of AI, which has very high variance in terms of potential outcomes.

Make no mistake, the structural problems facing U.S. manufacturing in particular are very real, and the China-Taiwan systemic risk is only going to increase. Instead of changing the system to ameliorate the risk, however you could simply address the risk directly; I think the best way to do that is to undo the chip controls and tie China even more tightly into the current system generally, and to Taiwan specifically. Yes, this is kicking the can down the road, but path dependency is a far more powerful force than we often realize.

To go back to the Nixon Shock, I think one reason why it was a PR success is because the crisis was inescapable; I wonder if one reason why “liberation day” is a PR disaster is because there is still more road to kick the can down.

Tech and Tariffs

So what of tech companies, and the benefits that companies like Apple have gotten from Asia generally and China specifically?

First, it is worth articulating this benefit in full. Steve Jobs, in his first tenure at Apple, was deeply committed to manufacturing, including building a futuristic factory in Fremont for the Mac; that merely cost the company millions — his attempt to do the same for NeXT all but drove the company out of business. What Apple needed — and eventually found in China, under Tim Cook — was scalability: Apple would focus its integration chops on getting the product right, and trust contract manufacturers to achieve the flexibility of meeting demand. This, more broadly, is an important addition to the capability discussion above: manufacturing has changed from being a point of integration with a product to being a horizontal scalable services offering; developing the customer service chops necessary for such a business would be a significant cultural challenge for a new U.S. manufacturing base, a la Intel’s struggles to become a foundry.

To that end, one benefit of a war over Taiwan is that it would be so terrible for tech companies that there really isn’t much benefit in planning for it; the hedging cost — which would entail building out these scalable horizontal service providers, which for economic reasons must serve more than one company or product — would be so astronomical that it probably wouldn’t be economical to do anything other than deepen the status quo, particularly given that the status quo contains strong incentives for all parties, including China, to avoid disaster.

These tariffs, however, are much more complicated, because they exist (for now anyways), while a war does not. Apple, which has so adroitly balanced the relationship with both the U.S. and Chinese governments, is obviously the most impacted: you can quibble with the Wall Street Journal’s estimates on the tariff impact on an iPhone, but it certainly is directionally correct that Apple will probably face little choice but to substantially raise prices. That has the direct problem of leading to fewer sales (even if iPhone demand is probably fairly inelastic), and the secondary problem of decreasing the market for Apple’s services business, its primary source of growth.

There’s an even more disappointing knock-on effect: Apple’s services business is not subject to tariffs, which is to say it will become even more important to Apple’s bottom line; that decreases the likelihood that Apple transforms its relationship with developers, which I think is its most promising opportunity with AI.

All of the advertising-based businesses — Meta, Google, and Amazon — will also be negatively impacted. Lots of cheap products means lots of advertising (and lots of products on Amazon specifically), much of which could disappear; could this mean a return of app install advertising, if e-commerce advertising decreases, lowering prices overall? All three companies also source hardware from China, both for sale to consumers and for their data centers. It’s Microsoft and its old formula of software and distribution that may be the most shielded. Of course it needs data center hardware as well, and more expensive PCs means less Windows revenue, but the world of bits has never seemed more attractive relative to atoms.

The problem for all of them, however, is the same problem faced by the economy generally: more grist in the wheels of the economy means lower velocity, and lower velocity is bad for tech companies in particular. These are entities who are predicated on Aggregating unfathomable levels of demand in order to gain leverage on massive up-front costs; now demand will slow even as the costs rise. Moreover, their regulatory risk will likely increase: one way for entities like European countries to retaliate will be to simply ramp up the fines, or figure out a way to tax software services, further slowing velocity; the worst case scenario would be a dedicated effort to break away from U.S. tech completely. I think this is unlikely, but more likely than it was a week ago.

So what of my optimistic spin last November, when I called my tariff preview A Chance to Build? Well, my skepticism is keeping with the pessimism embedded in that piece: it’s a lot easier to build from scratch than to retrofit something that exists; that applies to companies just as much as countries and economic orders. I’ll be cheering for the startups that seize this opportunity; I’m sympathetic to the incumbents looking at guaranteed costs with very uncertain rewards.


  1. I’m setting aside the specific details for now, including the problems Trump’s tariffs pose for manufacturers as laid out in this X post by Molson Hart

07 Apr 15:30

MONOPOLY Fashion Collection

by staff

Step into game night glam with the Irregular Choice x MONOPOLY Collection. Bold, glittery heels and playful prints channel classic tokens and Monopoly money, blending nostalgic charm with whimsical fashion for a look that’s anything but by the rules.

Check it out

$239.00

07 Apr 15:30

Pourquoi Google s'inquiète de la prolifération du contenu généré par IA

by Camille Roux

Google exprime ses préoccupations concernant l’impact du contenu généré par l’IA sur la qualité du web. Un sujet crucial pour les développeur·se·s et les professionnel·le·s du web qui doivent comprendre les enjeux du SEO face à l’émergence massive des contenus automatisés et leurs implications sur les algorithmes de recherche.


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L'article Pourquoi Google s'inquiète de la prolifération du contenu généré par IA a été posté dans la catégorie SEO de Human Coders News
07 Apr 15:30

Nvidia’s graphics drivers are in worst shape than we thought

by Jon Martindale
Nvidia's RTX 50-series drivers are a mess, and despite major updates, the problem is far from solved.
07 Apr 11:52

Missile hypersonique : ce réacteur inédit que Londres et Washington testent en secret va rendre les défenses actuelles inutiles

by Sylvain Biget, Journaliste
Le Royaume-Uni et les États-Unis développent un moteur pour un missile de croisière hypersonique. Le ministère de la Défense britannique vient d’annoncer que leurs essais en soufflerie sont prometteurs. Comment fonctionne ce type de missile et pourquoi est-ce compliqué à développer ?
07 Apr 11:49

Enfin un Agent IA dans Visual Studio Code

Le fossé entre IDE traditionnel et environnement de dev piloté par IA vient de se réduire considérablement ! Si vous codez encore avec vos petits doigts comme un développeur du siècle dernier, il est maintenant temps de passer à la vitesse supérieure !!!

En effet, Visual Studio Code 1.99 vient de sortir et intègre maintenant un mode Agent directement dans le Chat Copilot déjà présent. Cette fonctionnalité qui permet de programmer en langage naturel via un agent IA (le fameux vibe coding… yeeeah Braïce !) est maintenant capable d’effectuer des séries d’actions complexes comme créer plusieurs fichiers, lancer des commandes, faire des recherches, lancer des tests et écrire de la doc en parallèle… Top non ?

07 Apr 11:49

Llama 4 - J'ai testé le nouveau modèle IA de Meta

Mark Zuckerberg, qui doit bien avoir les boules d’avoir soutenu Trump, essaye de noyer son chagrin dans l’élevage de Lamas. Alors pas des lamas idiots qui chiquent aussi bien que votre belle mère mais plutôt des Lamas numériques à savoir les fameux LLM de Meta, qui pourraient bien révolutionner vos projets persos avec leur nouvelle approche !

Il vient donc d’annoncer la mise à disposition de Llama 4, leur nouveau modèle multi-modal (Il peut comprendre le texte et les images) qui a été entrainé sur près de 30 milliards de tokens (soit + du double de Llama 3) et dispose d’un contexte de 10 millions de tokens. En gros, c’est comme lui passer l’équivalent de 8 000 pages de texte, soit la Bible complète + l’intégralité de la trilogie du Seigneur des Anneaux + le manuel d’utilisation de votre micro-ondes, et il se souviendra de tout en même temps.

07 Apr 09:23

Les neurones biologiques plus doués que prévu en logique... et l'IA en profitera 🧠

by Adrien BERNARD
Les neurones artificiels sous-estiment-ils la puissance de leurs modèles biologiques ? Dix ans après de premières prédictions théoriques, des chercheurs et chercheuses ont montré qu'un neurone...
07 Apr 07:53

Samsung Smart Retail 2025 : convergence entre physique et digital

La sixième édition du Baromètre Samsung Smart Retail, réalisée par Infopro Études et Samsung Electronics France, met en lumière les tendances et évolutions du commerce en France. Malgré l'essor du commerce en ligne, les consommateurs français continuent de privilégier les magasins physiques, tout en intégrant de plus en plus les technologies digitales dans leur parcours d'achat. Voici les principaux enseignements de cette étude.