Thinking On Paper

• Microsoft AI Is Turbo-Charging Fossil Fuel Extraction | AI Sustainability & The Green Lie

  AI isn’t helping the planet. It’s helping Exxon, Chevron, BP and the rest find and extract more oil. Faster, cheaper. The goal? The extraction of every last drop of oil.Holly and Will Alpine of Enabled Emissions paint a stark picture. Just look at Microsoft’s own figures: Ai contracts signed for 50,000 barrels of oil equivalent a day with Exxon and 400,000 barrels a day with Chevron. That’s roughly 6.4 million and 51 million tonnes of CO₂ a year. Microsoft’s entire FY23 footprint was about 17 million tonnes, and it has just 5 million tonnes of carbon removal booked over 15 years. Those two deals alone dwarf both numbers.Over in Saudi Arabia, Aramco’s CEO says AI has helped hold production at $3/barrel for two decades. AI keeps fossil fuels competitive and weakens the economics of clean energy. It touches every stage of the fossil-fuel lifecycle. It's ugly. It's real. You're fed a lie. Learn more here. Thanks for watchingMark & JeremyOther ways to connect with us:⁠Listen to every podcast⁠Follow us on ⁠Instagram⁠Follow us on ⁠X⁠Follow Mark on ⁠LinkedIn⁠Follow Jeremy on ⁠LinkedIn⁠Read our ⁠Substack⁠Email: [email protected]

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• Squeeze A Trillion SPIN QUBITS On One NVIDIA Chip | The Silicon Science of Quantum Spin Qubits

  What is a spin qubit? One electron in a magnetic field, controlled by gates on silicon.Brandon Severin, CEO of Conductor Quantum, explains it like this: put a single electron in a magnetic field and it behaves like a tiny compass needle with two orientations, spin-up and spin-down. Those are your 0 and 1. By isolating that electron on a gated silicon device and hitting it with precise pulses, you can flip, hold, and combine those states (superposition).He also explains that spin qubits are built with the same fabrication tech as classical transistors. If we can print tens of billions of transistors on a modern NVIDIA or Apple chip, the same infrastructure could eventually produce comparable numbers of spin qubits, because each qubit is essentially one electron you can address and control.Listen to the full episode here: https://www.youtube.com/watch?v=9LeN3VBvG0o&t=1sCheers,Mark & JeremyOther ways to connect with us:⁠Listen to every podcast⁠Follow us on ⁠Instagram⁠Follow us on ⁠X⁠Follow Mark on ⁠LinkedIn⁠Follow Jeremy on ⁠LinkedIn⁠Read our ⁠Substack⁠Email: [email protected]

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• STABLECOIN Transactions Are Higher Than Visa & Mastercard Combined | Robby Yung, Animoca Brands

  Stablecoins already move more volume than Visa and Mastercard combined! And with only 200 million users. Robby Yung, CEO of Animoca Brands, shows how people move dollars across borders in minutes with near-flat fees, from market traders in Nigeria to institutions shifting tens or hundreds of millions. This is a short from our full length deep dive into web3, the decentralized internet, DOAs, AI and what Animoca has in store for the coming year.Subscribe to Thinking on Paper for the full conversation.--Other ways to connect with us:⁠Listen to every podcast⁠Follow us on ⁠Instagram⁠Follow us on ⁠X⁠Follow Mark on ⁠LinkedIn⁠Follow Jeremy on ⁠LinkedIn⁠Read our ⁠Substack⁠Email: [email protected] On YouTube: https://youtu.be/O_Iy1jYTRz8

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• The POLITICS of Space: USA V China

  China built its space station Tiangong in three years after being excluded from the ISS program. It landed on the Moon in 2020 and 2024, returning samples from areas with high helium-3. Now the fight is over rules, resources, and who decides what happens on the Moon.In this short, aerospace designer Glen Martin explains how China’s program moves from high-speed rail and grid power at home to the Moon: far-side lunar samples (via a relay network and nuclear-powered rover), a 2029 crewed landing plan, and why helium-3 matters.We break down the rules and risks: who gets to mine the Moon, what a UN Space Resources Treaty (draft due 2027) might change, and how U.S. domestic space laws could drive a Wild-West approach.We cover why China built Tiangong after being blocked from the ISS, and what’s so important about the lunar south pole’s “rim of eternal light.”Keep Thinking On Paper.Cheers, Mark & Jeremy.PS: Please be kind and subscribe. This helps us immensely. --📺Watch on YouTube--TIMESTAMPS(00:00) Chinese Infrastructure(00:47) Bringing Russia to ISS(01:21) We Blocked The Chinese(01:41) Tiangong & 2029 Moon Landings(02:22) The Global Politics Of Space(03:36) The Lunar South Pole(04:07) The United Nations(04:41) The Moon Wild West--Other ways to connect with us:⁠Listen to every podcast⁠Follow us on ⁠Instagram⁠Follow us on ⁠X⁠Follow Mark on ⁠LinkedIn⁠Follow Jeremy on ⁠LinkedIn⁠Read our ⁠Substack⁠Email: [email protected]

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• AI: The Music Industry Fights Back | Pay The Real Musicians For The Songs - AI Music Attribution

  You're probably listening to AI generated music and you don't even realise it. But rest assured, the musicians whose beats, rhymes and livelihood were stolen to train the models are well aware.They're reminded every time they check their empty bank accounts.99,000 new songs are uploaded to streaming platforms every day. According to Deezer, almost one in five are now made by our artificial friends.You wouldn't play a single one at your funeral.And it gets worse.According to Ditto music, 59% of musicians use AI in some aspect of their music.It's a highway to hell.How do the real musicians get paid?How do the record labels keep track of their... tracks?What about session musicians, producers, songwriters and the bass player?How do they all get their fair reward?And how do you prove their input in the output of a model?Yes, it is all very very very difficult.Thankfully, amongst the madness, the always excellent Cherie Hu, Yung Spielburg and Alexander Flores of Water & Music researched and wrote about what's at stake, how technology can be used to solve the riddle and which companies are trying to shake that moneymaker.We read their research.Please share with a music lover.CheersMark and Jeremy–(00:00) The Intersection of Music and AI(03:26) Understanding Music Attribution(03:51) Sonic Characteristics and AI Influence(06:39) The Complexity of AI Music Generation(07:36) The Value Equation in AI Music Creation(08:08) Understanding Influence Functions in Music AI(09:44) Challenges of Attribution in AI-Generated Music(11:38) Exploring Embeddings and Their Role in Music AI(14:17) Watermarking and Its Limitations in Music Attribution(15:30) Synthetic Data and Its Implications for Music AI(17:48) Innovative Solutions for Music Rights Attribution(18:01) Distinguishing Compositional vs. Recording Contributions(19:59) The Impact of AI on the Music Industry's Inequities(23:03) Trust and Technology in Music AttributionOther ways to connect with us:⁠Listen to every podcast⁠Follow us on ⁠Instagram⁠Follow us on ⁠X⁠Follow Mark on ⁠LinkedIn⁠Follow Jeremy on ⁠LinkedIn⁠Read our ⁠Substack⁠Email: [email protected]

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