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In their first presidential debate last night, Republicans staged their own version of Tom Stoppards classic play Rosencrantz and Guildenstern Are Dead.

Stoppards story focuses on the titular two characters, who are minor figures in Hamlet. The playwright recounts the Hamlet story from their peripheral perspective, as Rosencrantz and Guildenstern wait and wander, distant from the real action. For much of the plays three acts, they strain for even glimpses of the man at the center of the tale, Prince Hamlet.

The eight GOP candidates onstage last night often seemed like Rosencrantz and Guildenstern, with their words largely stripped of meaning by the absence of the central protagonist in their drama.

The debate had plenty of heat, flashes of genuine anger, and revealing policy disputes. Former UN Ambassador Nikki Haley, who has often seemed a secondary player in this race, delivered a forceful performanceparticularly in rebutting the entrepreneur Vivek Ramaswamy on policy toward Ukrainethat made her the most vivid figure onstage to many Republicans.

But all that sound and fury fundamentally lacked relevance to the central story in the GOP race: whether anyone can dent former President Donald Trumps massive lead over the field. At times, it seemed as if the other candidates had lost sight of the fact that it is Trump, not the motormouthed Ramaswamy, who is 40 points or more ahead of all of them in national polls.

Trump is the big winner, the Republican consultant Alex Conant told me after the debate. Nobody made an argument about why they would be a better nominee than Donald Trump. They didnt even begin to make that argument.

There were plausible reasons the candidates focused so little on the man they are trying to overtake. The Fox News moderators did not ask specifically about Trumps legal troubles until an hour into the debate, instead focusing on discussions about the economy, climate change, and abortion. Ramaswamy seemed to be daring the other candidates to smack him down by repeatedly attacking not only their policies but their motivations. Im the only person on this stage who isnt bought and paid for, he insisted at one point. Loud booing from the audience almost anytime someone criticized Trump may also have discouraged anyone from targeting him too often.

But it was more than the debates immediate circumstances that explained the fields decision to minimize direct confrontation with Trump. That choice merely extended the strategy most have followed throughout this campaign, which in turn has replicated the deferential approach most of Trumps rivals took during the 2016 race.

David A. Graham: Ramaswamy and the rest

Haley took the most direct shot at the former president on policy, criticizing him from the right for increasing the national debt so much during his tenure; Florida Governor Ron DeSantis jabbed Trump toothough not by namefor supporting lockdowns early in the pandemic. Yet these exchanges were overshadowed by the refusal of any of the contenders, apart from former Governors Chris Christie and Asa Hutchinson, to object to Trumps attempts to overturn the 2020 election or his role in sparking the January 6 insurrection. All of them except Hutchinson and Christie raised their hand to indicate they would support Trump as the GOP presidential nominee even if he is convicted of a crime before the election.

To Conant, all of this seemed reminiscent of the 2016 campaign, when Trumps rivals seemed reluctant to attack him in the hope that he would somehow collapse on his own. Their strategy is wrong, Conant said. Hes going to be the nominee unless somebody can capture the support of Republicans who are open to an alternative. And nobody even tried to do that tonight.

David Kochel, an Iowa-based Republican consultant, wasnt as critical. But he agreed that the field displayed little urgency about its biggest imperative: dislodging from Trump some of the voters now swelling his big lead in the polls. What this race needs is to start focusing in on [the question of] Trump or the future, which is it? Kochel told me. Im not sure we saw enough of that last night.

The failure to more directly address the elephant in the room, or what Bret Baier, a co-moderator, called the elephant not in the room, undoubtedly muted the debates potential impact on the race. Nonetheless, the evening might provide a tailwind to some of the contenders, and a headwind to others.

The consensus among Republicans I spoke with after the debate was that Haley made a more compelling impression than the other seven candidates onstage. Her best moment came when she lacerated Ramaswamy for calling to end U.S. support to Ukraine, a move she said would essentially surrender the country to Russian President Vladimir Putin. You are choosing a murderer over a pro-American country, she told Ramaswamy. You have no foreign-policy experience, and it shows.

The debate lifted Nikki Haley as one of the prime alternatives for the people who are worried that Trump carries too much baggage to get elected, the veteran GOP pollster Whit Ayres told me last night. She gutted Ramaswamay.

Ramaswamy forced himself into the center of the conversation for much of the night, making unequivocal conservative declarations such as The climate agenda is a hoax, and categorical attacks on the rest of the candidates as corrupt career politicians.

Yet the evening showed why he may not advance any further than other outsider candidates in earlier GOP races, like Herman Cain and Michele Bachmann in 2012. His choice to emulate Trump as an agent of chaos surely thrilled the GOP voters most alienated from the party leadership. But Ramaswamys disruptive behavior and tendency toward absolutist positions that he could not effectively defend seemed likely to lower his ultimate ceiling of support. He appeared to simultaneously deepen but narrow his potential audience.

Senator Tim Scott of South Carolina also had a difficult night, though less by commission than omission. In his first turn on such a big stage, he simply failed to make much of an imprint; the evening underscored the limitations of his campaign message beyond his personal story of rising from poverty. I forgot he was even there, Kochel said. Maybe nice guys finish last; I dont know. He disappeared.

Former Vice President Mike Pence, by contrast, was as animated as hes been in a public forum. That was true both when he was making the case for an almost pre-Trumpian policy agenda that reprised priorities associated with Ronald Reagan and when he was defending his actions on January 6.

DeSantis, who seemed slightly overcaffeinated at the outset, didnt disappear, but he didnt fill Trumps shoes as the focal point of the debate either. The other candidates devoted little effort to criticizing or contrasting with him. To Conant, that was a sign they consider him a fading ember: No reason to risk losing a back-and-forth with a dead man, Conant said. Others thought that although DeSantis did not stand out, he didnt make any mistakes and may have succeeded in reminding more conservative voters why they liked him so much before his unsteady first months as a presidential candidate.

Christie in turn may have connected effectively with the relatively thin slice of GOP voters irrevocably hostile to Trump. That may constitute only 10 to 15 percent of the GOP electorate nationally, but it represents much more than that in New Hampshire, where Christie could prove formidable, Ayres told me.

But it wont matter much which candidate slightly improved, or diminished, their position if they all remain so far behind Trump. Ayres believes materially weakening Trump in the GOP race may be beyond the capacity of any of his rivals; the only force that might bring him back within their reach, Ayres told me, is if his trial for trying to overturn the 2020 election commences before the voting advances too far next year and damages his image among more Republican voters.

In a Republican context, Ayres said, The only institutions that have the ability to bring hm back to Earth are not political institutions; they are judicial institutions.

Kochel, who attended the debate, pointed out that the loud disapproval from the crowd at any mention of Trumps legal troubles accurately reflected the desire of most GOP voters to bury the issue. A lot of the base right now collectively has their hands up over their ears and are going La-la-la, Kochel said. The problem for the party, though, is that while Republican partisans may not want to deal with the electoral implications of nominating a candidate facing 91 criminal charges, general-election voters are going to deliver a verdict on all of this even if a jury doesnt.

David A. Graham: What people keep missing about Ron DeSantis

Apart from Christie and Hutchinson, the candidates on the stage seemed no more eager than the audience to address Trumps actions. While all of them agreed Pence did the right thing on January 6 by refusing Trumps demands to reject the election results, none except those two and Pence himself suggested Trump did something wrong in pressuring his vice president. Nor did the others find fault in anything else Trump did to subvert the 2020 result.

The final act of Stoppards play finds Rosencrantz and Guildenstern drifting toward a doom that neither understands, nor can summon the will to escape. In their caution and timidity, the Republicans distantly chasing Trump dont look much different.

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Technology

Alibaba to launch AI-powered glasses creating a Chinese rival to Meta

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Alibaba to launch AI-powered glasses creating a Chinese rival to Meta

Alibaba announced plans to release a pair of smart glasses powered by its AI models. The Quark AI Glasses are Alibaba’s first foray into the smart glasses product category.

Alibaba

Alibaba on Monday unveiled a pair of smart glasses powered by its artificial intelligence models, marking the Chinese firm’s first foray into the product category.

The e-commerce giant said the Quark AI Glasses will be launched in China by the end of 2025 with hardware powered by the firm’s Qwen large language model and its advanced AI assistant called Quark.

The Hangzhou, headquartered company is one of the leaders in China’s AI space, aggressively launching new models with capabilities that compete with Western counterparts like OpenAI.

Many tech companies see wearables, specifically glasses, as the next frontier in computing alongside the smartphone. Quark, which was updated this year, is currently available as an app in China. Alibaba is stepping into the hardware game as a way to distribute the app more widely.

The Quark AI Glasses are Alibaba’s answer to Meta’s smart glasses that were designed in collaboration with Ray-Ban. The Chinese tech giant will also now compete with Chinese consumer electronics player Xiaomi who this year released its own AI glasses.

Why Meta and Snap think AR glasses will be the future of computing

Alibaba said its glasses will support hands-free calling, music streaming, real-time language translation, and meeting transcription. The glasses also feature a built-in camera.

Alibaba owns a range of different services in China from mapping to an online travel agent. Its affiliate company Ant Group also runs the widely-used Alipay mobile service. Alibaba said users will be able to use a navigation service via the glasses, pay with Alipay and compare prices on Taobao, its China e-commerce platform.

The firm has yet to release other details such as the price and technical specifications.

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Environment

Tesla inks $16.5B deal with Samsung for HW6 chips, but still no HW3 solution

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Tesla inks .5B deal with Samsung for HW6 chips, but still no HW3 solution

Tesla will use Samsung for as a supplier for its self-driving computer’s next-gen hardware in a $16.5 billion deal, according to Tesla CEO Elon Musk.

But despite planning two generations ahead, the company still doesn’t have a solution to bring the promised full autonomy to hardware that it’s been promising that capability to since 2016.

Earlier today, Samsung announced a 22.8 trillion won ($16.5 billion) deal that would run through 2033. In that filing, Samsung did not name the customer, only that it is a “large global company”. Later, Bloomberg reported that the customer is Tesla, and Musk confirmed this on twitter. Then in his usual bravado, he stated that the deal is “likely much more than that.”

Musk also stated that the chips will be made in Samsung’s facility in Taylor, Texas. Manufacturing is likely to start in 2026.

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Samsung makes the chips for the self-driving computers in Tesla’s current vehicles, but the next generation will be made by TSMC, first in Taiwan and then later in Arizona. Then the next-next generation will be covered by this new Samsung deal.

The new deal is significant due to TSMC’s global dominance of chipmaking. Samsung has had significant unused capacity, so the Tesla deal is a big boost for the company’s chip foundry business.

Tesla has gone through several generations of chips, previous referred to as “HW,” standing for “hardware,” with a number indicating their generation. More recently, Tesla started referring to its chips with “AI” instead of “HW,” in order to incorporate the tech buzzword du jour.

Currently Tesla is on HW4/AI4, and TSMC will make HW5, then Samsung will make HW6 again.

These generations of hardware each get successively more capable, and can handle more data and thus theoretically become better at self-driving tasks.

Current Tesla HW4 vehicles cannot drive themselves, and are only capable of SAE level 2 operation, which requires an attentive driver behind the steering wheel (though Tesla’s solution does work better than most others). Tesla’s ‘Robotaxi’ system is currently operating in Austin without anyone in the driver’s seat, but has a “safety rider” who can take control of the vehicle, blurring the line somewhat on which SAE level it is operating at.

But what about HW3?

There’s a problem with the differentiation between these generations of hardware: ever since 2016, when Tesla was on version 2 of its hardware, it has promised full self-driving capability on all of its vehicles.

This was announced in a blog post on October 19, 2016, which has since been deleted from Tesla’s website but is still available through archive.org.

Tesla stated, at the time, that every single Tesla vehicle produced after that date had the hardware that would allow for full self-driving.

It eventually became apparent that HW2 would not be capable of full self-driving tasks, and Tesla upgraded to HW3, promising all HW2 customers that they would get a free upgrade to HW3 if they bought Tesla’s Full Self-Driving system, which has varied in price over time but once cost $15,000.

However, Tesla still tried to charge owners $1,500 for that hardware upgrade, even though Tesla sold cars claiming that they had all the hardware needed for full self-driving.

One owner had to take Tesla to court to get them to deliver on this promise, and Tesla is still charging $1,000 for this hardware owners already bought. And that’s not the only one, there are a number of other self-driving false advertising cases that have gone to court, arbitration, or reached a settlement.

Now, with the change from HW3 to HW4, we’re seeing indications of a similar run-around.

We’ve already seen differing FSD software versions based on which hardware level vehicles have, with HW3 vehicles getting updates later than HW4 vehicles do. On last week’s Q2 earnings call, Tesla CFO Vaibhav Taneja said:

What we want to do is get unsupervised done on hardware four first. Once it’s done, then we’ll go back and look at what we need to do with the hardware three cars. Like I said, the focus is first to get unsupervised out and then we’ll go back and see what more work we need to do.

“Unsupervised” is Tesla’s new name for actual full self-driving, which would allow a vehicle to drive without the supervision of someone in the driver’s seat. This as opposed to “supervised FSD,” a phrase Tesla started using after about a decade of promising full self-driving without delivering it.

Here, Taneja said that HW3 cars will eventually get FSD, but Tesla hasn’t really figured out the path to that, and it’s focusing on new cars first, then will go back around to see what needs to happen.

Previously, Musk had stated that Tesla “will have to upgrade people’s hardware 3 computer,” but more recently it has become apparent that Tesla really doesn’t have a plan for that upgrade. And Taneja’s comments suggest that Tesla will still try to wedge FSD onto HW3, despite previously admitting that the system is not capable of it.

The existence of future HW5 and even HW6 chips also suggest that current systems are not capable of full self-driving. If HW4 is FSD-capable, then why would Tesla need two more generations of chip in the next two years in order to do the tasks that it promised all of its cars could do a full decade prior?

So, much more than having no solution for HW3 cars (or even HW2 cars, some of which have gotten free upgrades, but others who have been charged $1,000 to upgrade to a computer they already paid for), does this mean that Tesla is going to kick the can further down the road, and eventually have no solution for HW4 and HW5 either?

And, when will we know about these solutions? Tesla has sold millions of vehicles with the promise of self-driving which will seemingly need an upgrade at some point. And many of those vehicles are old enough, at this point, to be retired, despite spending up to $15,000 on a piece of software that has never been delivered to them.

An HW6/AI6 computer will surely have all sorts of new whizbang capabilities, but we were promised those capabilities years ago, and they’re still not delivered yet.


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Politics

Democrats probe housing regulator over considering crypto in mortgages

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Democrats probe housing regulator over considering crypto in mortgages

Democrats probe housing regulator over considering crypto in mortgages

A group of Senate Democrats has probed Federal Housing Finance Agency director William Pulte over his order to propose how to consider crypto in mortgage applications.

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