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The Download: Early adopters cash in on China’s OpenClaw craze, and US batteries slump

View original at technologyreview.com
MIT Technology Review - Ai Research Title: The Download: Early adopters cash in on China’s OpenClaw craze, and US batteries slump Date: 2026-03-12 13:02 Source: https://www.technologyreview.com/2026/03/12/1134207/the-download-china-openclaw-ai-craze-us-battery-industry-downturn/ <p><em>This is today’s edition of </em><…
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  • Oracle CEO dismissed fears of an SaaS-pocalypse

    60% confidence

  • Salesforce CEO dismissed fears of an SaaS-pocalypse

    60% confidence

  • The mining site will help power a greener future for the US by producing the nickel needed for EV batteries

    60% confidence

  • Elon Musk is an aggressive and irresponsible salesman, who has a long history of making dangerous design choices and over-promising the features of his products

    60% confidence

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What we're seeing
AI Capital Boom Meets Valuation Jitters: Funding Surges While Bellwether Stocks Wobble
A dense wave of AI-sector funding (Socure, Stability AI, Emerald AI, Generalist AI, Gatik, Regent Craft and others closing rounds on the same day) and strong enterprise-automation earnings (UiPath raising full-year guidance) point to continued heavy capital deployment into AI infrastructure, fintech-adjacent AI, and agentic automation. Yet Palantir's stock fell even after winning the Army's high-profile TITAN contract, and commentary (e.g., the Alphabet bull case citing AI capex and regulatory risk) signals growing investor unease about whether current AI valuations and spending levels are sustainable.
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Satellite-Terrestrial Network Integration Acceleration
Increased investment and launches in hybrid satellite-cellular networks across telecom industry; competitive responses from other carriers; regulatory activity around satellite spectrum; expansion of emergency/rural connectivity use cases
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Where sources disagree
ING Group
Both facts record the same metric (shares_outstanding) for ING Group at the identical observation date (2025-12-31). FACT A states 2,902,437,688 shares; FACT B states 2,902 million shares (2,902,000,000). The difference is 437,688 shares (~0.015%). This is a genuine value conflict, though the discrepancy appears to result from FACT B rounding to the nearest million while FACT A provides the precise count.
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