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the botted line

Reading an article online? It’s now a coin flip whether it was authored by a human or AI

Not this one, though.

Tom Jones

Ahh yes, it’s another great day to be someone who writes words for an online audience. I’m sure I won’t come across any news on the internet likely to send me into an existential spiral about my career choices… 

According to new figures from AI-powered SEO company Graphite, cited by Axios on Tuesday, artificial intelligence is now behind more online articles than humans, as the internet groans under the weight of bot-generated content more broadly. Yes, while OpenAI’s latest text-to-video generation model, Sora 2, has at once been captivating and horrifying audiences in recent weeks, AI has been starting to dominate the world of online writing for months now.

AI-generated articles chart
Sherwood News

Rather than just totting up the amount of em dashes in the piece or checking if Margaux Blanchard cropped up in the byline, Graphite used AI detection software across a sample of 65,000 English-language online articles and listicles to gather the data. The company determined that examples mostly or wholly written by AI were outweighing human-authored versions as early as November 2024, almost exactly two years on from the launch of ChatGPT.

Our analysis of the same dataset suggests that the two have been roughly equal ever since, though it’s hard to imagine that staying the case for too long. That’s especially true when you consider that, contrary to what you might expect, researchers at MIT have found that “content generated by generative AI and augmented AI is perceived as of higher quality than that produced by human experts,” according to humans in blind test conditions.

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🚀$100B

Alphabet’s 2015 investment in SpaceX is about to pay off handsomely with the company’s hotly anticipated IPO later this year, which is expected to be the largest in history.

Bloomberg reports that according to new financial filings, Alphabet’s investment could be worth up to $100 billion.

Google invested in SpaceX in 2015 when it, along with Fidelity, invested $1 billion in a round that valued SpaceX at $10 billion. At the end of 2025, Google owned just over 6% of SpaceX, according to Bloomberg's reporting on the more recent filings. That stake has likely been diluted due to SpaceX's merger with xAI.

$1

Barclays says autonomous couriers — think sidewalk robots and drones — could push delivery costs down to as little as $1 per order, from between $5 and $7 today and closer to $9 for traditional deliveries in high-labor-cost markets. If robots save $4 on every delivery, and enough companies start using them, the food delivery industry, including companies like DoorDash and Uber, could end up with $16 billion in extra profit every year, according to Barclays.

The catch: we’re nowhere near that world yet. Robots and drones handle less than 1% of deliveries today. Even by 2035, Barclays only sees penetration hitting around 10%.

Google’s Wing and Amazon have also been trying to crack last-mile product delivery — a reminder that this is part of a broader race to automate the most expensive leg of e-commerce.

$10B

Uber has long had an asset-light business model: it provided the ride-hailing platform, and its contract workers brought their own vehicles. That’s changing as Uber positions itself at the center of the robotaxi era.

The Financial Times estimates that Uber has committed more than $10 billion to buying robotaxi fleets ($7.5 billion) and investing in the companies that make them ($2.5 billion). That includes yesterday’s announcement that its expanding its investment in Lucid, a deal worth about $2 billion, with plans to buy 35,000 vehicles.

This shift pits Uber against industry leaders like Google’s Waymo and Tesla, whose models involve company-owned vehicles running on proprietary platforms. While these autonomous fleets eliminate the need for drivers, they introduce new capital-intensive requirements for charging, cleaning, storage, and repair.

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