As promised, I’ve got a special mailbag issue this week. Thanks to everyone who sent in questions. Like last year, I picked a handful that hit some of the themes I plan to continue covering in 2025.
Technology
Answering your questions about AI, smart glasses, TikTok, and more
I’m really concerned / worried / curious about the near-term future. Between now and 10 years from now, I think it is very clear AI will be replacing many job functions. What are we all going to do?
The leaders at the AI labs say that, yes, there will be job loss, but that doesn’t mean catastrophe. The optimistic take is that humans are creative and will invent new jobs, like they always have when technology changes things. At the moment, there’s also a macro belief among the CEOs driving a lot of the spending on infrastructure for AI that its impact will be deflationary and lead to GDP growth.
Job displacement will still be painful, of course. Sam Altman and others believe that some form of universal basic income will be necessary to offset the economic impacts of AGI. Altman has his other startup, Tools for Humanity, already scanning eyeballs and distributing cryptocurrency. But I think it’s way too early to be seriously concerned. As Altman himself recently said, AGI is going to be declared soon and we probably won’t notice.
How much better is the reasoning on AI models, and is it actually something I should care about?
I know people who have tried ChatGPT’s o1 pro mode and notice a difference. But I haven’t seen anything mind-blowing from o1 or what Noam Shazeer at Google just put out, though perhaps I am a bit jaded by the last two years of AI hype. My advice would be to play with what you can access / afford and see for yourself.
The expense of running these cutting-edge “reasoning” models is currently keeping them at bay for a lot of people. I expect access to widen significantly in 2025. Knowing how to prompt these different kinds of models effectively remains a struggle, and I’d like to see more interface improvements in apps like ChatGPT to help teach people why they should use a reasoning model. An even better move would be to abstract away all these definitions and focus on what tools can do for people.
What kind of outlook do you see for Snap in 2025 and beyond?
Snap’s biggest problem going into 2025 is the same problem it had going into 2024: its business isn’t growing fast enough. The app itself is bigger than ever and growing quickly, but yearly revenue growth last quarter was less than Meta’s. That’s not a compelling pitch to Wall Street when you are already viewed as the underdog. Even with ads being placed in the Chat tab and the new Spotlight redesign slowly rolling out, the jury is out on if the business can rebound to the pace it needs to this year.
A depressed stock price makes it harder to recruit and retain talent, which has become more of a problem for Snap in the last couple of years. I do think the vibe could shift quickly if TikTok does end up being banned in the US or severely hamstrung by a new ownership structure.
I continue to be skeptical of Evan Spiegel’s commitment to hardware with Spectacles. As I’ve written before, his foresight and ambition to build AR glasses is admirable. But Snap looks increasingly outgunned in hardware.
What do you expect from Meta’s glasses in 2025?
There have been a couple of reports recently saying that Meta is planning to ship a pair of smart glasses with a heads-up display this year. I first reported this was going to happen in February 2023. Hypernova, as the product is internally referred to at Meta, will have a viewfinder for interacting with things like Meta AI and notifications.
In my write-up of the Orion prototype, I spent a lot of time on the neural wristband because it’s going to ship with Hypernova as a way to control them (while Orion’s commercial successor is still a couple years out at least). I expect this band to be the part of the glasses that surprises people the most. Using it for the first time feels like magic. As I reported in 2023, Meta is also planning a separate smartwatch as an optional upgrade with the neural capability and more features for health tracking, etc. It’s going to be a very interesting year for Meta on the hardware front.
Is TikTok going to actually be banned?
No one I’ve spoken with who is in a position to know thinks that China will let TikTok be fully divested from ByteDance. The algorithm definitely won’t be sold, but as I’ve explained before, that isn’t as important a factor as it was the last time TikTok was facing a ban.
At the same time, there is too much money and power at stake for TikTok to just disappear. President-elect Donald Trump wants to make a deal. The most likely outcome is a different version of the frankensteinian “TikTok Global” joint venture proposal that ByteDance agreed to back in 2020.
I could see Oracle staying involved this second time given Larry Ellison’s ongoing influence at Mar-a-Lago. ByteDance will most likely continue running TikTok day-to-day while divesting some of its ownership stake. The real wild card in all this, however, is Elon Musk, who has had serious TikTok envy since he bought X…
Are you more bullish or bearish on Google than you were a year ago?
Honestly, bullish. It’s going to be difficult to achieve Sundar Pichai’s 2025 mandate of making Gemini a serious rival to ChatGPT on the consumer side, but Google has a fountain of money, the technical talent, and unrivaled distribution.
The company’s challenge is more of a cultural one. The more you have, the more you have to protect. It’s hard to get such a large, sprawling conglomerate to move fast and not care about the risk of backlash. Pichai seems well aware of this and the threats he faces, though.
Even if Google has to end its Search default payments to Apple (which I predict will be the most likely outcome of the DOJ antitrust case), doing so probably hurt Apple’s bottom line more than Google’s, as Eddy Cue himself argued last week.
Then there’s Waymo, which may end up paying for all of Google’s “other bets” failures over the years — and then some.
What is a good book you recommend that falls in line with the things you report on?
A curse of already reading so much for my job is that I rarely want to spend time on a book. The last book I read in full was The Biggest Bluff by Maria Konnikova, which has nothing to do with tech but is super valuable if you are getting into poker. I enjoyed how her story of becoming a pro player is woven into explaining the technicalities of the game.
Technology
Defense secretary Pete Hegseth designates Anthropic a supply chain risk
This week, Anthropic delivered a master class in arrogance and betrayal as well as a textbook case of how not to do business with the United States Government or the Pentagon.
Our position has never wavered and will never waver: the Department of War must have full, unrestricted access to Anthropic’s models for every LAWFUL purpose in defense of the Republic.
Instead, @AnthropicAI and its CEO @DarioAmodei, have chosen duplicity. Cloaked in the sanctimonious rhetoric of “effective altruism,” they have attempted to strong-arm the United States military into submission – a cowardly act of corporate virtue-signaling that places Silicon Valley ideology above American lives.
The Terms of Service of Anthropic’s defective altruism will never outweigh the safety, the readiness, or the lives of American troops on the battlefield.
Their true objective is unmistakable: to seize veto power over the operational decisions of the United States military. That is unacceptable.
As President Trump stated on Truth Social, the Commander-in-Chief and the American people alone will determine the destiny of our armed forces, not unelected tech executives.
Anthropic’s stance is fundamentally incompatible with American principles. Their relationship with the United States Armed Forces and the Federal Government has therefore been permanently altered.
In conjunction with the President’s directive for the Federal Government to cease all use of Anthropic’s technology, I am directing the Department of War to designate Anthropic a Supply-Chain Risk to National Security. Effective immediately, no contractor, supplier, or partner that does business with the United States military may conduct any commercial activity with Anthropic. Anthropic will continue to provide the Department of War its services for a period of no more than six months to allow for a seamless transition to a better and more patriotic service.
America’s warfighters will never be held hostage by the ideological whims of Big Tech. This decision is final.
Technology
What Trump’s ‘ratepayer protection pledge’ means for you
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When you open a chatbot, stream a show or back up photos to the cloud, you are tapping into a vast network of data centers. These facilities power artificial intelligence, search engines and online services we use every day. Now there is a growing debate over who should pay for the electricity those data centers consume.
During President Trump’s State of the Union address this week, he introduced a new initiative called the “ratepayer protection pledge” to shift AI-driven electricity costs away from consumers. The core idea is simple.
Tech companies that run energy-intensive AI data centers should cover the cost of the extra electricity they require rather than passing those costs on to everyday customers through higher utility rates.
It sounds simple. The hard part is what happens next.
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At the State of the Union address Feb. 24, 2026, President Trump unveiled the “ratepayer protection pledge” aimed at shielding consumers from rising electricity costs tied to AI data centers. (Nathan Posner/Anadolu via Getty Images)
Why AI is driving a surge in electricity demand
AI systems require enormous computing power. That computing power requires enormous electricity. Today’s data centers can consume as much power as a small city. As AI tools expand across business, healthcare, finance and consumer apps, energy demand has risen sharply in certain regions.
Utilities have warned that the current grid in many parts of the country was not built for this level of concentrated demand. Upgrading substations, transmission lines and generation capacity costs money. Traditionally, those costs can influence rates paid by homes and small businesses. That is where the pledge comes in.
What the ratepayer protection pledge is designed to do
Under the ratepayer protection pledge, large technology companies would:
- Cover the full cost of additional electricity tied to their data centers
- Build their own on-site power generation to reduce strain on the public grid
Supporters say this approach separates residential energy costs from large-scale AI expansion. In other words, your household bill should not rise simply because a new AI data center opens nearby. So far, Anthropic is the clearest public backer. CyberGuy reached out to Anthropic for a comment on its role in the pledge. A company spokesperson referred us to a tweet from Anthropic Head of External Affairs Sarah Heck.
“American families shouldn’t pick up the tab for AI,” Heck wrote in a post on X. “In support of the White House ratepayer protection pledge, Anthropic has committed to covering 100% of electricity price increases that consumers face from our data centers.”
That makes Anthropic one of the first major AI companies to publicly state it will absorb consumer electricity price increases tied to its data center operations. Other major firms may be close behind. The White House reportedly plans to host Microsoft, Meta and Anthropic in early March to discuss formalizing a broader deal, though attendance and final terms have not been confirmed publicly.
Microsoft also expressed support for the initiative.
“The ratepayer protection pledge is an important step,” Brad Smith, Microsoft vice chair and president, said in a statement to CyberGuy. “We appreciate the administration’s work to ensure that data centers don’t contribute to higher electricity prices for consumers.”
Industry groups also point to companies such as Google and utilities including Duke Energy and Georgia Power as making consumer-focused commitments tied to data center growth. However, enforcement mechanisms and long-term regulatory details remain unclear.
CHINA VS SPACEX IN RACE FOR SPACE AI DATA CENTERS
The White House plans talks with Microsoft, Meta and Anthropic about shifting AI energy costs away from consumers. (Eli Hiller/For The Washington Post via Getty Images)
How this could change the economics of AI
AI infrastructure is already one of the most expensive technology buildouts in history. Companies are investing billions in chips, servers and real estate. If firms must also finance dedicated power plants or pay premium rates for grid upgrades, the cost of running AI systems increases further. That could lead to:
- Slower expansion in some markets
- Greater investment in renewable energy and storage
- More partnerships between tech firms and utilities
Energy strategy may become just as important as computing strategy. For consumers, this shift signals that electricity is now a central part of the AI conversation. AI is no longer only about software. It is also about infrastructure.
The bigger consumer tech picture
AI is becoming embedded in smartphones, search engines, office software and home devices. As adoption grows, so does the hidden infrastructure supporting it. Energy is now part of the conversation around everyday technology. Every AI-generated image, voice command or cloud backup depends on a power-hungry network of servers.
By asking companies to account more directly for their electricity use, policymakers are acknowledging a new reality. The digital world runs on very physical resources. For you, that shift could mean more transparency. It also raises new questions about sustainability, local impact and long-term costs.
ARTIFICIAL INTELLIGENCE HELPS FUEL NEW ENERGY SOURCES
As AI expansion strains the grid, a new proposal would require tech firms to fund their own power needs. (Sameer Al-Doumy/AFP via Getty Images)
What this means for you
If you are a homeowner or renter, the practical question is simple. Will this protect my electric bill? In theory, separating data center energy costs from residential rates could reduce the risk of price spikes tied to AI growth. If companies fund their own generation or grid upgrades, utilities may have less reason to spread those costs among all customers.
That said, utility pricing is complex. It depends on state regulators, long-term planning and local energy markets.
Here is what you can watch for in your area:
- New data center construction announcements
- Utility filings that mention large commercial load growth
- Public service commission decisions on rate adjustments
Even if you rarely use AI tools, your community could feel the effects of a nearby data center. The pledge is intended to keep those large-scale power demands from showing up in your monthly bill.
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Kurt’s key takeaways
The ratepayer protection pledge highlights an important turning point. AI is no longer only about innovation and speed. It is also about energy and accountability. If tech companies truly absorb the cost of their expanding power needs, households may avoid some of the financial strain tied to rapid AI growth. If not, utility bills could become an unexpected front line in the AI era.
As AI tools become part of daily life, how much extra power are you willing to support to keep them running? Let us know by writing to us at Cyberguy.com.
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Technology
Here’s your first look at Kratos in Amazon’s God of War show
Amazon has slowly been teasing out casting details for its live-action adaptation of God of War, and now we have our first look at the show. It’s a single image but a notable one showing protagonist Kratos and his son Atreus. The characters are played by Ryan Hurst and Callum Vinson, respectively, and they look relatively close to their video game counterparts.
There aren’t a lot of other details about the show just yet, but this is Amazon’s official description:
The God of War series storyline follows father and son Kratos and Atreus as they embark on a journey to spread the ashes of their wife and mother, Faye. Through their adventures, Kratos tries to teach his son to be a better god, while Atreus tries to teach his father how to be a better human.
That sounds a lot like the recent soft reboot of the franchise, which started with 2018’s God of War and continued through Ragnarök in 2022. For the Amazon series, Ronald D. Moore, best-known for his work on For All Mankind and Battlestar Galactica, will serve as showrunner. The rest of the cast includes: Mandy Patinkin (Odin), Ed Skrein (Baldur), Max Parker (Heimdall), Ólafur Darri Ólafsson (Thor), Teresa Palmer (Sif), Alastair Duncan (Mimir), Jeff Gulka (Sindri), and Danny Woodburn (Brok).
While production is underway on the God of War series, there’s no word on when it might start streaming.
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