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This week, OpenAI announced what it calls the 12 days of OpenAI, or 12 days of shipmas. On December 4, CEO Sam Altman took to X to announce that the company would be “doing 12 days of openai. each weekday, we will have a livestream with a launch or demo, some big ones and some stocking stuffers.”

The company will livestream about new products every morning for 12 business days in a row during December. It’s an impressive-sounding (and media-savvy) schedule, to be sure. But it also speaks to how tight the race between the AI bigs has become, and also how much OpenAI is scrambling to build more revenue.

While it remains to be seen whether or not they’ve got AGI in a pear tree up their sleeve, and maybe putting aside whether or not Sam Altman is your true love, the man can ship. OpenAI has been a monster when it comes to actually getting new products out the door and into the hands of users. It’s hard for me to believe that it was just two years ago, almost exactly, that it released ChatGPT. That was a world-changing release, but was also just one of many. The company has been on an absolute tear:  Since 2022, it’s shipped DALL-E 2, DALL-E 3, GPT-4, ChatGPT Plus, a realtime API, GPT-4o, an advanced voice mode, a preview version of a new model called o1, and a web search engine. And that’s just a partial list.

When it kicked off its 12-days shenanigans on Thursday, it was with an official roll out of OpenAI o1 and a new, $200-per-month service called ChatGPT Pro. Friday morning, it followed that up with an announcement about a new model customization technique.

If the point you have taken away from all this is that OpenAI is very, very bad at naming things, you would be right. But! There’s another point to be made, which is that the stuff it is shipping is not coming out in a vacuum anymore, as it was two years ago. When DALL-E 2 shipped, OpenAI seemed a little like the only game in town. That was still mostly true when ChatGPT came out a few months later. But those releases sent Google into full-on freakout mode, issuing a “code red” to catch up. And then it was off to the races.

Now, there is a full-scale sprint happening between OpenAI, Google (which released its Gemini models to the public almost exactly a year ago), Anthropic (which was founded by a bunch of OpenAI formers), Meta, and, to some extent, Microsoft (OpenAI’s partner).

To wit: A little over a month ago, Anthropic unveiled a bananas demo of its chatbot Claude’s ability to use a computer. On Thursday (aka: the first day of shipmas), Microsoft announced a version of CoPilot that can follow along with you while you browse the web using AI vision. And ahead of what is widely predicted to be OpenAI’s biggest release of shipmas, its new video generation tool Sora, Google jumped ahead with its own generative video product, Veo (although it has not released it widely to the public yet).

Oh. There was also one other announcement from OpenAI, just ahead of shipmas, that seems relevant. On Wednesday, it announced a new partnership with defense contractor Anduril. Some of you may remember that OpenAI is the company that had once pledged not to let its technology be used for weapons development or the military. As James O’Donnell points out, “OpenAI’s policies banning military use of its technology unraveled in less than a year.”

This is notable in its own right, but also in crystallizing just how much OpenAI needs cold hard cash. See also: the new $200-per-month ChatGPT Pro tier. (And while recurring revenue from users will bring in some much-needed cash flow, there is a fortune in defense spending.) In addition, the company is looking into bringing paid advertisements to its services, according to its CFO Sarah Friar in an interview with the FT way back in … (checks watch) … Monday.

As has been oft-discussed, OpenAI is just incinerating piles of money. It’s on track to lose billions and billions of dollars for several more years. It has to start bringing in more revenue, lots more. And to do that it has to stay ahead of its rivals. And to do that, it has to get new, compelling products to market that are better in some way than what its competitors offer. Which means it has to ship. And monetize. And ship. And monetize. Because Google and Anthropic and Meta and a host of others are all going to keep coming out with new products, and new services too.

The arms race is on. And while the 12 days of shipmas may seem jolly, internally I bet it feels a lot more like Santa’s workshop on December 23. Pressure’s on. Time to deliver.

If someone forwarded you this edition of The Debrief, you can subscribe here. I appreciate your feedback on this newsletter. Drop me a line at mat.honan@technologyreview.com with any and all thoughts. And of course, I love tips.


Now read the rest of The Debrief

The News

• Bitcoin breaks $100,000 after Trump announces Paul Atkins as SEC pick. 

• China’s critical mineral ban is an opening salvo, not a kill shot. This is what it means for the US.

• OpenAI announced a deal with defense contractor Anduril. It’s a huge pivot

• In an effort to combat sophisticated disinformation campaigns, the US Department of Defense is investing in deepfake detection

• President-elect Trump names PayPal Mafia member, All-in Podcast host, and former Yammer CEO David Sacks as White House AI and crypto Czar

• An appeals court upheld the US’ TikTok ban. It’s likely going to the Supreme Court.


The Chat

Every week, I talk to one of MIT Technology Review’s journalists to go behind the scenes of a story they are working on. This week, I hit up Amanda Silverman, our features and investigations editor, about our big story on the way the war in Ukraine is reshaping the tech sector in eastern Europe.

Mat: Amanda, we published a story this week from Peter Guest that’s about the ways civilian tech is being repurposed for the war in Ukraine. I could be wrong, but ultimately I think it showed how warfare has truly changed thanks to inexpensive, easily-built tech products. Is that right?

Amanda: I think that’s pretty spot on. Though maybe it’s more accurate to say, less expensive, more-easily-built tech products. It’s all relative, right? Like, the retrofitted consumer drones that have been so prevalent in Ukraine over the past few years are vastly cheaper than traditional weapons systems, and what we’re seeing now is that lots of other tech that was initially developed for civilian purposes—like, Pete reported on a type of scooter—are being sent to the front. And again, these are much, much cheaper than traditional weaponry. And they can be developed and shipped out really quickly.

The other thing Pete found was that this tech is being quickly reworked to respond to battlefield feedback—like that scooter has been customized to carry NATO standard-sized bullet boxes. I can’t imagine that happening in the old way of doing things.

Mat: It’s move fast and (hope not to) break things, but for war…. There is also this other, much scarier idea in there, which is that the war is changing, maybe has changed, Eastern Europe’s tech sector. What did Pete find is happening there?

Amanda: So a lot of the countries neighboring Ukraine are understandably pretty freaked out by what happened there and how the country had to turn on a dime to respond to the full-scale invasion by Russia. At the same time, Pete found that a lot of people in these countries, particularly in Latvia and particularly leading tech startups, have been inspired by how Ukrainians mobilized for the war and they’re trying to sort of get ahead of the potential enemy and get ready for a conflict within their borders. It’s not all scary, to be clear. It’s arguably somewhat thrilling to see all this innovation happening so quickly and to have some of the more burdensome red tape removed.

Mat: Okay so Russia’s neighbors are freaked out, as you say, understandably. Did anything about this story freak you out?

Amanda: Yeah, it’s impossible to ignore that there is a huge, scary risk here, too: as these companies develop new tech for war, they have an unprecedented opportunity to test it out in Ukraine without going through the traditional development and procurement process—which can be slow and laborious, sure, but also includes a lot of important testing, checks and balances, and more to prevent fraud and lots of other abuses and dangers. Like, Pete nods to how Clearview AI was deploying its tech to identify Russian war dead, which is scary in and of itself and also may violate the Geneva Conventions.

Mat: And then I’m curious, what do you look for when you are assigning a story like this? What caught your attention?

Amanda: I felt like I’d read quite a bit about the total mobilization of Ukrainian society (including a story from Pete inWired). But I had sort of thought about all this activity as happening in a bit of a vacuum. Or at least in a limited sense, within Ukrainian borders. Of course, the US and our European allies are sending loads of money and loads of weapons but (at least as I understand it) they’re largely weapons we already have in our arsenals. So when Pete pitched us this story about how the war was reshaping the tech sector of Ukraine’s neighbors, particularly civilian tech, I was really intrigued.


The Recommendation

Several weeks ago, we had our e-bike stolen. Some guy with an angle iron cut the lock. And as it turned out, our insurance didn’t cover the loss because the bike (like almost all e-bikes) had a top speed above 15 mph. As I came to learn, this is not uncommon. But you know what is common? E-bike theft. The police told us there is little chance of recovering our bike—in large part because we did not have a tracker attached to it. It was an all-around frustrating experience.  We replaced the bike, and this time I’ve invested in one of these Elevation Labs waterproof mounts to affix an AirTag to the frame, hidden away below the seat. They have a whole line of mounts, a few of which are bike-specific. Much cheaper than a new bike. They make a good stocking stuffer.

Read more

Early on a Sunday morning in September, a team of 12 sleep-deprived, jet-lagged researchers assembled at the world’s most remote airport. There, on Easter Island, some 2,330 miles off the coast of Chile, they were preparing for a unique chase: a race to catch a satellite’s last moments as it fell out of space and blazed into ash across the sky.

That spacecraft was Salsa, one of four satellites that were part of the European Space Agency (ESA) Cluster constellation. Salsa and its counterparts had been studying Earth’s magnetic field since the early 2000s, but its mission was now over. Months earlier, the spacecraft had been set on a spiral of death that would end with a fiery disintegration high up in Earth’s atmosphere about a thousand miles away from Easter Island’s coast.

Now, the scientists were poised to catch this reentry as it happened. Equipped with precise trajectory calculations from ESA’s ground control, the researchers took off in a rented business jet, with 25 cameras and spectrometers mounted by the windows. The hope was that they’d be able to gather priceless insights into the physical and chemical processes that occur when satellites burn up as they fall to Earth at the end of their missions.

Researchers were able to monitor the reentry of Cluster Salsa from a rented business jet.

This kind of study is growing more urgent. Some 15 years ago, barely a thousand satellites orbited our planet. Now the number has risen to about 10,000, and with the rise of satellite constellations like Starlink, another tenfold increase is forecast by the end of this decade. Letting these satellites burn up in the atmosphere at the end of their lives helps keep the quantity of space junk to a minimum. But doing so deposits satellite ash in the middle layers of Earth’s atmosphere. This metallic ash can harm the atmosphere and potentially alter the climate. Scientists don’t yet know how serious the problem is likely to be in the coming decades.

The ash from the reentries contains ozone-damaging substances. Modeling studies have shown that some of its components can also cool down Earth’s stratosphere, while others can warm it. Some worry that the metallic particles could even disrupt Earth’s magnetic field, obscure the view of Earth-observing satellites, and increase the frequency of thunderstorms.

“We need to see what kind of physics takes place up there,” says Stijn Lemmens, a senior analyst at ESA who oversaw the campaign. “If there are more [reentering] objects, there will be more consequences.”

A community of atmospheric scientists scattered all over the world is awaiting results from these measurements, hoping to fill major gaps in their understanding. 

The Salsa reentry was only the fifth such observation campaign in the history of spaceflight. The previous campaigns, however, tracked much larger objects, like a 19-ton upper stage from an Ariane 5 rocket.  

Cluster Salsa, at 550 kilograms, was quite tiny in comparison. And that makes it of special interest to scientists, because it’s spacecraft of this general size that will be increasingly crowding Earth orbit in the coming years.

The downside of mega-constellations

Most of the forecasted growth in satellite numbers is expected to come from satellites roughly the same size as Salsa: individual members of mega-constellations, designed to provide internet service with decent speed and latency to anyone, anywhere.

SpaceX’s Starlink is the biggest of these. Currently consisting of about 6,500 satellites, the fleet is expected to mushroom to more than 40,000 at some point in the 2030s. Other mega-constellations, including Amazon Kuiper, France-based E-Space, and the Chinese projects G60 and Guowang, are in the works. Each could encompass several thousand satellites, or even tens of thousands. 

Mega-constellation developers don’t want their spacecraft to fly for two or three decades like their old-school, government-funded counterparts. They want to replace these orbiting internet routers with newer, better tech every five years, sending the old ones back into the atmosphere to burn up. The rockets needed to launch all those satellites emit their own cocktail of contaminants (and their upper stages also end their life burning up in the atmosphere).

The amount of space debris vaporizing in Earth’s atmosphere has more than doubled in the past few years, says Jonathan McDowell, an astronomer at the Harvard-Smithsonian Center for Astrophysics who has built a second career as a leading space debris tracker..

“We used to see about 50 to 100 rocket stages reentering every year,” he says. “Now we’re looking at 300 a year.” 

In 2019, some 115 satellites burned up in the atmosphere. As of late November, 2024 had already set a new record with 950 satellite reentries, McDowell says.

The mass of vaporizing space junk will continue to grow in line with the size of the satellite fleets. By 2033, it could reach 4,000 tons per year, according to estimates presented at a workshop called Protecting Earth and Outer Space from the Disposal of Spacecraft and Debris, held in September at the University of Southampton in the UK.

Crucially, most of the ash these reentries produce will remain suspended in the thin midatmospheric air for decades, perhaps centuries. But acquiring precise data about satellite burn-up is nearly impossible, because it takes place in territory that is too high for meteorological balloons to measure and too low for sounding instruments aboard orbiting satellites. The closest scientists can get is remote sensing of a satellite’s final moments.

Changing chemistry

None of the researchers aboard the business jet turned scientific laboratory that took off from Easter Island in September got to see the moment when Cluster Salsa burst into a fireball above the deep, dark waters of the Pacific Ocean. Against the bright daylight, the fleeting explosion appeared about as vivid as a midday full moon. The windows of the plane, however, were covered with dark fabric (to prevent light reflected from inside to skew the measurements), allowing only the camera lenses to peek out, says Jiří Šilha, CEO of Slovakia-based Astros Solutions, a space situational awareness company developing new techniques for space debris monitoring, which coordinated the observation campaign.

“We were about 300 kilometers [186 miles] away when it happened, far enough to avoid being hit by any remaining debris,” Šilha says. “It’s all very quick. The object reenters at a very high velocity, some 11 kilometers [seven miles] per second, and disintegrates 80 to 60 kilometers above Earth.”

nfographic that describes the reentry of the first of four Cluster satellites

ESA

The instruments collected measurements of the disintegration in the visible and near-infrared part of the light spectrum, including observations with special filters for detecting chemical elements including aluminum, titanium, and sodium. The data will help scientists reconstruct the satellite breakup process, working out the altitudes at which the incineration takes place, the temperatures at which it occurs, and the nature and quantity of the chemical compounds it releases.

The dusty leftovers of Cluster Salsa have by now begun their leisurely drift through the mesosphere and stratosphere—the atmospheric layers stretching at altitudes from 31 to 53 miles and 12 to 31 miles, respectively. Throughout their decades-long descent, these ash particles will interact with atmospheric gases, causing mischief, says Connor Barker, a researcher in atmospheric chemical modeling at University College London and author of a satellite air pollution inventory published in early October in the journal Scientific Data

Satellite bodies and rocket stages are mostly made of aluminum, which burns into aluminum oxide, or alumina—a white, powdery substance known to contribute to ozone depletion. Alumina also reflects sunlight, which means it could alter the temperature of those higher atmospheric layers.

“In our simulations, we start to see a warming over time of the upper layers of the atmosphere that has several knock-on effects for atmospheric composition,” Barker says. 

For example, some models suggest the warming could add moisture to the stratosphere. This could deplete the ozone layer and could cause further warming, which in turn would cause additional ozone depletion.

The extreme speeds of reentering satellites also produces “a shockwave that compresses nitrogen in the atmosphere and makes it react with oxygen, producing nitrogen oxides,” says McDowell. Nitrogen oxides, too, damage atmospheric ozone. Currently, 50% of the ozone depletion caused by satellite burn-ups and rocket launches comes from the effects of nitrogen oxides. The soot that rockets produce alters the atmosphere’s thermal balance too.

In some ways, high-altitude atmospheric pollution is nothing new. Every year, about 18,000 tons of meteorites vaporize in the mesosphere. Even 10 years from now, if all planned mega-constellations get developed, the quantity of natural space rock burning up during its fall to Earth will exceed the amount of incinerated space junk by a factor of five.

That, however, is no comfort to researchers like McDowell and Barker. Meteorites contain only trace amounts of aluminum, and their atmospheric disintegration is faster, meaning they produce less nitrogen oxide, says Barker. 

“The amount of nitrogen oxides we’re getting [from satellite reentries and rocket launches] is already at the lower end of our yearly estimates of what the natural emissions of nitrogen oxides [from meteorites] are,” said Barker. “It’s certainly a concern, because we might soon be doing more to the atmosphere than naturally occurs.”

The annual amount of alumina from satellite reentries is also already approaching that arising from incinerated meteorites. Under current worse-case scenarios, the human-made contribution of this pollutant will be 10 times the amount from natural sources by 2040.

Impact on Earth?

What exactly does all this mean for life on Earth? At this stage, nobody’s certain. Studies focusing on various components of the air pollution cocktail from satellite and rocket activity are trickling in at a steady rate. 

Barker says computer modeling puts the current contribution of the space industry to overall ozone depletion at a minuscule 0.1%. But how much this share will grow 10, 20, or 50 years from now, nobody knows. There are way too many uncertainties in this equation, including the size of the particles—which will affect how long they will take to sink—and the ratio of particles to gaseous by-products.

“We have to make a decision, as a society, whether we prioritize reducing space traffic or reducing emissions,” Barker says. “A lot of these increased reentry rates are because the global community is doing a really good job of cleaning up low-Earth-orbit space debris. But we really need to understand the environmental impact of those emissions so we can decide what is the best way for humanity to deal with all these objects in space.”

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A ground antenna captured radar data of some of the final moments of the ESA satellite Aeolus, as it reentered Earth’s atmosphere in July 2023.
FRAUNHOFER FHR

The disaster of 21st-century climate change was set in motion when humankind began burning fossil fuels in the mid-19th century. Similarly, it took 40 years for chlorofluorocarbons to eat a hole in Earth’s protective ozone layer. The contamination of Earth by so-called forever chemicals—per-and polyfluoroalkyl substances used in manufacturing nonstick coatings and firefighting foams—started in the 1950s. Researchers like McDowell are concerned the story may repeat yet again.

“Humanity’s activities in space have now gotten big enough that they are affecting the space environment in a similar way we have affected the oceans,” McDowell says. “The problem is that we’re making these changes without really understanding at what stage these changes will become concerning.”

Previous observation campaigns mostly analyzed the physical disintegration of reentering satellites. With the Cluster constellation, scientists hope to begin unraveling the chemical side of this elusive process. For researchers like Barker, that means finally getting data that could validate and further improve their models. The Cluster constellation will provide three more opportunities to fill the blanks in this environmental puzzle when the siblings of Salsa reenter in 2025 and 2026. 

“The great thing with Cluster is that we have four satellites that are identical and that we know every detail about,” says Šilha. “It’s a scientist’s dream, because we can repeat the experiment and learn from every previous campaign.”

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