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Jason Says..

Orbital Data Centres Are a Transitional Technology. The Moon Is the Endgame.

You thought I was joking when I said Data Centres should live on the moon.

Everyone's excited about orbital data centres. I think they're the wrong long-term bet.

Not because the pitch is bad. The energy economics are genuinely compelling. But when you actually model the 25-year cost, radiation management, chip refresh cycles, and Kessler risk, orbital starts to look much more like a stepping-stone technology than a destination.

The Moon solves every structural problem that orbital creates.

→ Natural radiation shielding.
→ Passive cooling.
→ Permanent infrastructure you can actually service and upgrade.
→ And a cost curve that gets lower over time, not greater.

And one very important thing most people miss entirely - you're not funding the Moon alone.

NASA, ESA, and commercial programs are already committing $100B+ to permanently return humans to the Moon. Artemis, the International Lunar Research Station, commercial landers, the habitat, power, life support, and crew transport are being built regardless.

A lunar data centre doesn't fund that infrastructure; it uses it. That changes the economics completely.

I've written up the full case, including a cost comparison (ha!) across orbital, terrestrial, and lunar over 25 years.

The lunar numbers are large today.

But they're the only ones moving in the right direction.

Read my AI-inspired post here 😁

Broadband / Telco

Landmark L.A. jury verdict finds Instagram, YouTube were designed to addict kids - After a grueling seven weeks of court proceedings and more than 40 hours of tense deliberations across nine days in one of the country’s most closely watched civil trials, jurors handed down a landmark decision in Los Angeles County Superior Court on Wednesday, finding Instagram and YouTube responsible for the suffering of a Chico, Calif., woman who charged the platforms were built to addict young users.

Australia is settling into age-restricted social media. Canada is mulling whether to join in - Nearly four months into Australia's landmark ban, Wipfli and other supportive parents say it is a meaningful step. But as more countries consider introducing a social media age minimum, critics continue to question whether bans are the right solution.

My Take: So this is pretty significant and precedent-setting. This isn’t about content, it’s about how these platforms are built. How many thousands of other claims are lined up behind this one? What are the parents to do, other than give their kids flip phones and keep them away from screens. Video games are no worse.

Have telcos invested enough in security? - Telecom operators are coming under fire from cybercriminals more than ever, it seems, with the number of high-profile data breach cases growing each quarter. Is this because telcos are perceived to be an easy target with a lot of valuable data that can be easily accessed by bad actors? Which, in turn, begs the question – have telcos done enough to protect themselves and their customers from cybercriminals?

My Take: A recent Telus breach suggests not? But is the expectation that data is secure? No one seems to jump up and down every time some company is hacked. Be careful who has your data, and how much of it they have.

Neo Network Development envisions nationwide public fiber network to boost affordability, security - The company, a proponent of open access networks backed by public-private partnerships, is gathering input on its so-called National Broadband Master Plan (NBMP), a five-year action plan to migrate U.S. digital infrastructure from individual retail circuits to a unified fiber core that sits directly alongside U.S. Interstate highways and federally funded state and county roads.

My Take: “The idea is to establish a “general fund project” overseen by the U.S. Department of Transportation, which would direct other federal and state transportation agencies to construct the network. The network would be open for commercial use and operated by an infrastructure management company, said Neo Network Development CEO Vince Aragona.” .. the assumption being that existing infrastructure is volatile and vulnerable. If the DoT builds correctly, they could leverage the fiber for a massive amount of fiber sensing data and insights from all of the roadways they would be embedded in.

🇨🇦 Customers complain about long wait times, multiple calls to resolve issues with Rogers, Telus and Bell - “It’s impossible to get a single right answer that is consistent throughout each support agent,” said Sloot, who lives in Toronto.  

My Take: In other news, today has a “y” in it. It’s more fun if you try to turn it into a game.

Netflix reveals highest-performing ISPs of 2025 - The UK, Canada, South Korea, and the US all boasted the highest performing ISPs of 2025, according to the Netflix ISP Speed Index, a regular report on which Internet Service Providers (ISPs) provide the best prime time Netflix streaming. Telus – Fiber Optic in Canada, LG U+ in South Korea, Virgin in the UK and Optimum Fiber in the US all had a monthly average speed of 3.37 Mbps.

My Take: I think it’s time for an award show. Get everyone who awards something for speed in one place. Cover it all in one black-tie evening event. Stream it on Netflix, but only the people with the best, fastest, jitter-free connections will be able to watch. Maybe get Nikki Glaser to host. She’s funny. Call it “The Speedos”..

Ookla: Municipal broadband upload speeds beat cable but still trail fiber ISPs - 8 of 14 municipal ISPs outperformed competitors in median upload speeds, said Ookla. Cable ISPs often match municipal networks on download speeds but continue to lag in upload performance, though DOCSIS 4.0 upgrades are narrowing the gap. Municipal ISPs still trail major fiber providers like AT&T Fiber and GFiber in both download and upload metrics

My Take: “Marek noted that while many municipal networks are built from the ground up so they aren’t dealing with legacy copper phone lines and coaxial cable, both their download and upload speeds often fall short in markets where there’s another fiber provider.” Why? Maybe subscribe to bigger Internet pipes..

🇨🇦 Digital twins and AI key drivers for Canadian infrastructure progress - As Canada embarks on a new chapter of nation-building infrastructure projects, public and private stakeholders should consider digital twins — and AI more broadly — to strengthen momentum. Incorporating advanced technologies and modern tools can accelerate progress, reduce costs and align building capabilities with market expectations. Effectively deploying these capabilities requires leaders to first assess where they stand on the modernization journey today, and then create an integrated plan to make and measure progress.

My Take: There seems to be a lot of talk.. talk.. talk.. about digital twins for infrastructure in Canada. And npw we have another 6-step program. Which step is “make it happen?”

Everything You Need to Know About the Foreign-Made Router Ban in the US - The FCC just banned the sale of new consumer-grade Wi-Fi routers manufactured outside the US. Here’s what it means for you.

Here’s why the Wi-Fi camp is freaking out about the FCC's new router policy - The ramifications of the FCC’s new restriction on foreign-produced consumer routers are starting to sink in . It appears to lock out anyone that doesn’t make their routers in the U.S. – and that’s just about everyone . Vendors are heavily reliant on China, Vietnam and Taiwan for manufacturing

My Take: You know who the only US-based manufacturer is? SpaceX. Someone suggested the Build America Buy America (or is the other way around?) vendors will build CPE in the US, but I looked at a couple of certifications and it stops at the ONT and doesn’t include the RG. There’s also a stipulation around “consumer” grade CPE. Not sure how that’s defined as opposed to “Enterprise” or even Carrier-class, which I don’t think is specified.

🇨🇦 ‘Second-classness’ in wholesale internet: Independent ISPs hope Bell-Telus dispute will prompt service standards reform - Although the dispute between Bell and Telus over how they provide wholesale services to each other has been settled, smaller competitors say they are not the only internet service providers (ISPs) struggling with the quality of service they receive. 

My Take: I was chatting with someone a couple of weeks ago about the whole TPIA workflow and how manual - and slow - it can be. In some cases, ~20 days to turn up service between the inter-ISP workflow and the scheduling and sequencing of techs that show up at the prem. Other than regulatory pressure, there isn’t any incentive for the fiber owner to automate the process.

🇨🇦 Canada’s Defence Industrial Strategy: From Innovation to Readiness - The document outlines a strategic shift toward sovereign industrial capacity, emphasizing the need to modernize sluggish procurement processes and bridge the "valley of death" in technology commercialization. It highlights Arctic infrastructure, aerospace clusters, and emerging dual-use technologies such as quantum computing and AI as vital pillars of national security and economic growth.

My Take: We need one of these for the entire Country. Here are some communication-related tidbits.

Telecommunications is a foundational component of Arctic infrastructure, national security, and digital sovereignty. The specific references include:

• Foundational Infrastructure for the North: Telecommunications is identified as a prerequisite for Arctic resilience and readiness. Witnesses emphasized that investments in telecommunications are necessary to simultaneously support community well-being, regional economic development, and national security.

• Arctic Telecom Redundancy: There is a specific recommendation to prioritize redundant Arctic connectivity, including subsea fibre, to ensure failsafe communications in the event of damage or disruption to underwater infrastructure.

• Sovereign Data Transmission: Recommendation 17 of the committee report explicitly calls for the government to "develop a strategy to promote the establishment of sovereign capacities in terms of data transmission and storage".

• Infrastructure Interdependency: Planning for telecommunications must account for its interdependencies with other sectors; for instance, infrastructure sequencing must recognize the energy required to power telecommunications systems.

• Asset Inventory: There is a call for the Government of Canada to produce and maintain a consolidated inventory of northern assets, specifically including telecommunications, to track their age, condition, and required sequencing to avoid piecemeal spending.

• Testing and Innovation: The Arctic is positioned as a potential "centre of excellence" for the cold-weather testing of communications systems. Additionally, the sources highlight quantum communications as a core enabling technology and a "resilience capability" for future national security.

• Subsea Awareness: Subsea cables are described as high-value targets for disruption, leading to recommendations that the government support sensor-enabled subsea infrastructure to strengthen surveillance and sovereignty

Subsea Cable Laying Game

“This mini-game created by Kieran McMonagle puts you in the captains seat while you adjust both your ship speed and cable payout to match uneven terrain kilometers below.

If tension is too high, the cable can straddle between peaks where underwater currents will vibrate and fatigue the cable, eventually to failure. Too much slack, you'll run out of fiber!

A new transatlantic subsea cable can cost upwards of $500,000,000, so it's important to get it right the first time!”

My Take: Highly addictive.

QUICK HITS:

• Optics and agents – Ciena presents telco play “to monetize anything-AI”

• Nvidia thinks it has dethroned Cisco as the world's biggest networking company

• Northeast B.C. fibre-optic project’s deadline extended for fifth time

• Cisco 2026 State of Industrial AI Report

Regulatory

CANADA (2026-03-20 to 2026-03-26)

ISED released results from its 2026 residual spectrum auction covering PCS, AWS, 2.3 GHz and 3.5 GHz bands, determining which carriers secured additional capacity for mobile services and reshaping competitive positioning across the country. The agency also published updated technical standards for fixed radio systems (SRSP-300-Gen and SRSP-301.7) and continued consultations on SpaceX's request to use E-band frequencies (71-86 GHz) in Canada, with both initial comments and replies now on the record. Separately, ISED is consulting on spectrum policy for remotely piloted aircraft systems in the 5030-5091 MHz band alongside certain commercial mobile bands, and wrapped up reply comments on its VHF maritime spectrum framework consultation. The CRTC awarded costs to Deaf Wireless Canada for participation in a proceeding, but otherwise issued no major decisions this week. Watch for ISED's decisions on the SpaceX E-band request and the drone spectrum framework, both of which could set important precedents for spectrum sharing and new use cases.

UNITED STATES (2026-03-20 to 2026-03-26)

The FCC is poised to fundamentally reshape carrier interconnection economics with a proposal to move all remaining intercarrier compensation charges to a bill-and-keep framework and eliminate tariffing requirements, a move that would accelerate the transition to all-IP networks but could squeeze revenue for rural carriers while requiring expensive billing system overhauls across the industry. At its March 26 open meeting, the Commission will also consider proposals targeting offshore call centers and illegal robocalls, potentially imposing new requirements on operators using overseas customer service operations and tightening anti-robocall compliance rules. Meanwhile, NTIA continues gathering input on redirecting BEAD broadband funds saved through "benefit of the bargain" reforms away from deployment activities, a shift that could significantly alter how billions in federal funding flow to operators, and is examining whether satellite direct-to-device services in L-band will interfere with GPS systems, which could impose costly technical constraints on this emerging technology. The FCC also launched a data matching program with HUD to verify Lifeline and ACP eligibility, which will likely reduce subsidized subscriber counts and revenue for participating carriers. The offshore call center rules coming out of Thursday's meeting will be the clearest signal yet of how aggressively this FCC intends to regulate customer service operations.

What BEAD frontrunner states tell us about the federal award approval process - The National Telecommunications and Information Administration (NTIA) doesn’t appear to have made major changes to states’ award recommendations in the Benefit of the Bargain round in the Broadband Equity Access and Deployment (BEAD) Program—at least not based on analysis of NTIA award approvals for several states.

BEAD winners fret over fiber costs, lead times - As fiber manufacturers project confidence in public about their ability to meet the needs of the BEAD program, service providers are privately fretting over canceled contracts, increased costs and longer lead times for materials.

UNITED KINGDOM (2026-03-20 to 2026-03-26)

Ofcom's week was dominated by routine statistical releases rather than policy action, with upcoming data publications covering telecoms complaints by provider for Q4 2025, affordability metrics for Q1 2026, and the usual trackers on children's media use, news consumption, and video-on-demand habits. The agency published its second annual security report to the Department for Science, Innovation and Technology and released its Online Safety Act section 128 report on technology notices for terrorism and child sexual exploitation content, both largely backward-looking compliance documents. Separate guidance remained available on satellite operations, spaceport licensing, and launch vehicle regulations, but no new policy initiatives emerged. With no major consultations closing or decisions issued this week, UK operators face a quiet period on the regulatory front. Keep an eye on whether Ofcom's complaints data shows any movement in provider rankings, which can drive commercial pressure even when formal enforcement doesn't.

Fiber Optic Sensing

Using fiber optic sensors, researchers were able to "listen" to the soil in real time and discovered an invisible problem that can affect crops, roots, and the resilience of plants. - A study conducted on an experimental farm in the United Kingdom used fiber optic sensors to monitor groundwater movement and concluded that intensive agricultural practices can reduce deep infiltration, increase surface evaporation, and compromise crop resilience to extreme weather events.

My Take: Well, the link on this one seems to be dead. Maybe the crop circles in the soil were real, and the researchers went home.

Scientist May Turn Internet Cables Into Moonquake Sensors In Bold Artemis Plan - A new study suggests fiber-optic cables could transform how NASA detects moonquakes during Artemis missions.

My Take: Perimeter security for my Moon Data Centre and detect moonquakes at the same time! Talk about multi-use infrastructure! Remember what I said about “Space 1999” a few weeks ago.

FOSA Webinar Replay - Scaling Fiber Optic Sensing for Critical Energy Infrastructure - FOSA

This webinar highlights Distributed Fiber Optic Sensing (DFOS) as the solution for aging infrastructure and AI-driven energy demands. Using the 800km BRUA pipeline as a blueprint, experts demonstrate how acoustic and thermal sensors provide real-time, continuous monitoring of leaks, third-party interference, and maintenance tools with a 3-to-5-year ROI.

My Take: Three doctors walk into a Webinar… is this thing on?

What’s Happening In Space?

🇨🇦 SaskTel partners with Starlink - The Saskatchewan telecommunications company has entered a partnership with the international satellite internet provider, with the program officially available to customers April 1, after a year and a half of conversations. “Interested business customers can approach Sasktel and get the very same Starlink service that you would get if you were to approach Starlink directly,” said Greg Jacobs, external communications manager at SaskTel.

My Take: Great idea. Happy to see this concept taking hold, as I said it would (so there). It just makes sense, and SaskTel will make its money from the services it layers on top of yet another access tool in the toolkit.

SpaceX Discounts Starlink Mini Even More For New Users - SpaceX has been spotted adding an 'activation benefit' to attract new users to the portable Starlink Mini dish, which is back for $199, down from the usual $249.

My Take: Every day there’s some new promotion. I want to trade in my Gen 1 terminal for a mini. You hear me, Elon? Do me a trade. I know he read my newsletter, so maybe he’ll do it.

Russia launches first internet satellites to rival Elon Musk’s Starlink - The aerospace firm Bureau 1440, which is developing a low-Earth-orbit system for global broadband data, confirmed it deployed its initial batch of operational satellites on Monday.

My Take: Is this about building your own network, or not wanting to rely on someone elses? “Local media state Russian government has earmarked 102.8 billion rubles ($1.26 billion) for the development of Rassvet. Bureau 1440 plans to invest an additional 329 billion rubles ($4 billion) of its own funds through 2030.” There’s a cool video there as well.

Nvidia’s Strategic Leap: Building the Next Generation of Space-Based AI Infrastructure - At the heart of this strategy is the Rubin GPU, which offers up to 25 times the AI processing capability for space-based tasks compared to Nvidia’s H100 chip used on Earth. This dramatic increase in performance is vital as the number of satellites and the data they generate continue to surge. CEO Jensen Huang’s vision that “intelligence must live wherever data is generated” is a direct response to this data explosion. By delivering data center-level computing in compact, energy-efficient modules, Nvidia aims to process information directly in space, minimizing the need to transmit massive datasets back to Earth.

My Take: On the moon, I tell you. On the moon.

SpinLaunch Introduces Meridian Defense, a Purpose-Built LEO Constellation for Secure and Sovereign Communications - Integrating space-based routing, secure architecture, and mission-aligned controls to enable sovereignty for governments worldwide

My Take: The focus is on secure, sovereign communications, where data is routed directly through space instead of relying on ground infrastructure. Is this Rivada 2.0?

Amazon Leo ramps up ‘aggressive’ launch schedule as commercial service nears - Amazon Leo VP Chris Weber said commercial service is just “months away.” Amazon Leo’s ground‑station infrastructure is already operational across its initial coverage zones. Weber emphasized enterprise‑focused capabilities, including 400 Mbps uplink speeds and secure private networking

Arianespace to launch another 32 Amazon Leo satellites with Ariane 64 on April 28, 2026 - On April 28, 2026, with the Ariane 64, the most powerful version of Ariane 6, equipped with four boosters, Arianespace will place into orbit another 32 satellites for Amazon Leo.

My Take: This isn’t really about satellites, it’s about extending AWS into space. Amazon doesn’t need to beat SpaceX on coverage if it can own where the data goes, and that’s the more valuable position over time. Data is king.

From satellites to space data centers: Why low earth orbit is attracting billions in investment - More than $45 billion worth of investment in the sector was recorded in 2025, up sharply from just under $25 billion in 2024, according to Space IQ, a report tracking startup activity and investment trends in the space economy.

My Take: Space is quickly becoming the next layer of infrastructure, not just a place for satellites but also for computing and connectivity. Whoever controls orbit wins.

Summary of Key Announcements related to D2D from SATELLITE2026 Conference - The discussions surrounding 5G Non-Terrestrial Networks (NTN) at SATELLITE 2026 reflect a critical industry shift: moving from experimental "proofs of concept" to commercial-scale deployment. The consensus in Washington is that 2026 is the year satellite connectivity officially becomes a "native" branch of the global telecommunications tree, rather than a separate, proprietary niche.

My Take: Follow the link. Lots of good info for you.

Amazon to FCC: Everyone Supports a Leo Satellite Launch Extension, Except SpaceX - Amazon and SpaceX are locked in a war-of-words as the FCC considers whether to extend or waive a launch deadline for Amazon's satellite internet constellation, Leo.

My Take: SpaceX got there first, and now it’s using that lead to lock others out, while Amazon is trying to stay in the game before it’s too late. Isn’t this what highly paid lobbyists take care of?

QUICK HITS:

• How Commercial Space Industry Growth Is Impacting Global Markets

• Is Starlink’s $80 Monthly 'Lite' Plan Fast Enough? I Tested It Out

• SpaceX v. Amazon Heats Up at the FCC

• Geopolitical tensions force satellite operators to rethink network strategies

• Defending the invisible space backbone of Canada’s economy

• Starlink is pushing in-flight Wi-Fi to new heights

Data Centres

🇨🇦 Three quarters of data centre sites planned in Alberta are in high water stress areas - Only about 50 people live in the hamlet of Indus, just east of Calgary. So, when one of the largest data centre complexes in the country — the Beacon AI Centres Indus Project — was proposed in its backyard, there was little prospect of organized opposition in the hamlet.

My Take: 🤷🏻‍♂️

Exclusive: Amazon says AWS' Bahrain region 'disrupted' following drone activity - The disruption is due to drone activity in the area, an Amazon spokesperson said, following a ​Reuters inquiry. Reuters is first to report on the disruption. As of Monday night, ​AWS had not updated its status page to reflect the impact.

My Take: Maybe.. just maybe.. it was a delivery from Amazon.

🇨🇦 Regina residents protest planned Bell AI data centre through art, music and zines - Bell Canada plans to start construction on 300 MW facility south of Regina in spring.

🇨🇦 Water, power, noise: Experts weigh in on Sask. data centre concerns - “This one, at first, I wasn’t that concerned, because it seems significantly far away from any residential development,” he said. “But now that it sounds like there’s actually going to be a natural gas turbine on site to deliver about 100 of the 300 megawatts, that could be significantly loud for people in that area.

My Take: So, it’s far away from residential developments, but it might make some noise.. that they won’t hear. The water issue is resolved with a closed-loop system. Could be worse. Could be diesel.

🇨🇦 Cerebras plans data center in Manitoba, Canada - "We are deploying enormous amounts of equipment around the world. We work really hard at trying to meet customers where they are."

My Take: Not to be outdone by their neighbour to the west.

🇨🇦 Most Canadians are skeptical of AI data centres in their communities, poll shows - Just 16 per cent of respondents would support an AI data centre being built in their own community, the poll found, while 34 per cent would oppose it; 39 per cent said their reactions would depend on the details.

My Take: I think if a little brown envelope showed up in their mailbox, they’d be singing a different tune. People fear what they don’t understand. And they listen to their neighbours who know less than they do, or to some “expert” on social media who isn’t. If the data centre had a big COSTCO sign on it, they’d be all for it.

Enabling AI

The AI skills gap is here, says AI company, and power users are pulling ahead - Anthropic’s latest research suggests that while AI is rapidly changing the way work gets done, it hasn’t meaningfully eliminated jobs. At least, not yet. But beneath what Anthropic’s head of economics, Peter McCrory, says is a “still healthy” labor market, early signs are pointing to uneven impacts, especially for younger workers just entering the workforce. 

My Take: Here’s a link to the report. Does anyone see the irony in the AI-generated infographic? The “learning by doing” is bang on. We’ve chatted about that before.

Exclusive: Pentagon to adopt Palantir AI as core US military system, memo says - In the March 9 letter to senior Pentagon leaders and U.S. military commanders, Feinberg said embedding Palantir’s Maven Smart System would provide warfighters “with the latest tools necessary to detect, deter, and dominate our adversaries in all domains”.

My Take: The Pentagon is making Palantir’s AI system (Maven) a core part of U.S. military operations, locking in long-term funding and wider adoption. The system helps analyze battlefield data and identify targets much faster than humans. AI is no longer just supporting decisions, it’s becoming central to how military operations are run. Is there an OFF button?

Arm shares rally as new AI chip to drive billions in annual revenue - Arm expects the data-center chip to generate roughly $15 billion in annual revenue in about ​five years, CEO Rene Haas said in an interview with Reuters.

My Take: So far, Nvidia dominated because training AI needed GPUs. Now the focus is shifting to running AI at scale, which also requires CPUs. Will the demand show up fast enough to justify the hype?

A big AI upset in telecom is growing scarily possible - Rogue robots and Anthropic's warnings of disobedient technology show the risks for telcos racing to adopt agentic AI.

My Take: Telcos are rushing into AI that can act on its own, but they don’t fully understand how to control it yet. That’s a risky mix, especially when these systems run critical infrastructure. Does anyone know how to fix it when it breaks?

AWS telecom chief explains AI skepticism and opportunities for network operators - Telcos are newly excited about AI, especially for speeding up modernization. AI code generation and early chatbot capabilities were oversold, leading to skepticism. New telco leadership is pushing cultural change to break down silos and enable meaningful AI implementation

My Take: AI didn’t fail, companies just chased the wrong use cases. The real value isn’t chatbots, it’s fixing the messy systems no one wanted to touch. Companies are going to need to change the way they work in addition to the tools they use.

Elon Musk Unwraps $25 Billion Terafab Chip-Building Project - The project aims to build billions of chips and help make humankind a "galactic civilization," Musk says.

My Take: Watch the video. Who underwrites all of this??

This and That!

Exclusive: Amazon plans smartphone comeback more than a decade after Fire Phone flop - The latest effort, known internally as “Transformer,” is being developed within its devices and services unit, according to four people familiar ​with the matter. The phone is seen as a potential mobile personalization device that can sync with home voice assistant Alexa and serve as a conduit to Amazon customers throughout the day, the people said.

My Take: “The latest effort, known internally as “Transformer,” is being developed within its devices and services unit, according to four people familiar ​with the matter. The phone is seen as a potential mobile personalization device that can sync with home voice assistant Alexa and serve as a conduit to Amazon customers throughout the day, the people said.” Pair it with Elon’s NeuroLink and you’re all set!

Musk found liable to Twitter shareholders in fraud lawsuit over $44 billion takeover - The verdict from a jury in San Francisco federal court came in a closely watched civil trial where Musk, the world's richest person, was accused of falsely claiming on ​social media that Twitter underreported how many fake and spam accounts, known as bots, were on its platform.

My Take: And you get a Tesla, and you get a Tesla. He may have misled them, but it wasn’t fraud. LIve in the grey zone.

A French Navy officer accidentally leaked the location of an aircraft carrier by logging his run on Strava - By default, accounts on the social fitness app are set to public, publishing your route any time you log a workout. Strava data has previously been used to locate military bases around the world. In 2024, Le Monde uncovered French President Emmanuel Macron’s whereabouts by searching for the Strava accounts of his bodyguards, who uploaded public workout data while traveling with him.

My Take: How much more secure would we all be without people? If ever there was an application for AI..

Your Pixel Watch may be creating fake fitness data - There have been recent reports of the Google Pixel watches showing massively inflated fitness data stats. After receiving the  March 2026 Pixel Drop, people have noticed incorrect fitness tracking stats, and blood oxygen (SpO2) and skin temperature tracking bugs that have caused these metrics to disappear from the Fitbit app.

My Take: You know, there’s a war going on in the Middle East? Well, OK, not a war, a military action.

China Approves the First Brain Chips for Sale—and Has a Plan to Dominate the Industry - While the United States and Europe are moving cautiously forward with clinical trials, China is racing toward the commercialization of brain implants.

My Take: And by dominate, you mean implanting them when people are “sleeping?” Is the next “lab accident” with worse consequences?

Why Wall Street wasn’t won over by Nvidia’s big conference - Wall Street investors, it seems, were unmoved by the leather jacket-clad founder’s bullish 2.5-hour speech. Instead, they placed more weight on AI’s uncertain future and fears of a bubble. The nervousness felt by Wall Street couldn’t be more different than the buzzy atmosphere in Silicon Valley, where confidence, not uncertainty, abounds.

My Take: I thought the bubble was supposed to burst by now. I guess his trillion dollar revenue prediction wasn’t good enough.

T-Mobile deploys 5G ball-strike challenge system for Major League Baseball - On opening night this week, Major League Baseball will fully launch its ABS system. If a player thinks an umpire missed a call, they can tap their helmet to request a review. Within seconds, the ABS confirms or revokes the call with a graphic shown on the scoreboard and in the broadcast.

My Take: Then what do you need umpires for?

Why are humans the only species with a chin? - Potential explanations abound, yet recent research has shed new light on the question.

My Take:To rest your palm on while you read this newsletter.

QUICK HITS:

• An exclusive tour of Amazon’s Trainium lab, the chip that’s won over Anthropic, OpenAI, even Apple 

• Alphabet's Wing to start drone delivery in San Francisco Bay Area

Infographic Of The Week

My Take: Toyota, Subaru, Lexus.. all made in Japan.

Movie/Streaming Recommendation

IMDb: 8.5/10

JMDb: 🍿🍿🍿🍿🍿🍿🍿🍿🍿/10 (“amaze, amaze, amaze!”)

Project Hail Mary is the sci-fi blockbuster we've been waiting for. Directed by Phil Lord and Christopher Miller from a screenplay by Drew Goddard, the film adapts Andy Weir's beloved 2021 novel with remarkable fidelity and heart.

Ryan Gosling plays science teacher Ryland Grace, who wakes up on a spaceship light-years from home with no memory of how he got there. As it slowly comes back to him, he must unravel a mission to stop a mysterious substance killing the sun — and save Earth from extinction.

Gosling is magnetic throughout, but the film's secret weapon is its core friendship. An unexpected alien companion means Grace doesn't have to face the mission alone, and that relationship delivers a genuine emotional wallop.

With a 94% on Rotten Tomatoes, critics have called it "a near-miraculous fusion of smarts and heart." It earns every word of that.

Catch it in IMAX — you won't regret it.

Until Next Time

Jason’s Industry Insights is produced by Verity Aptus.

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