Good Tuesday — Google held its annual developer conference this morning and announced AI-powered glasses, Android laptops, and a new Gemini, a combination that would have seemed entirely implausible five years ago. Meanwhile, 300,000 New Yorkers discovered they would be walking to work, and Taiwan politely suggested that perhaps the President had overstated certain things at the Beijing summit. Here's what's happening.

AI & Tech

Google Announces AI Glasses, Android Laptops, and a New Gemini. It Was a Full Morning.

Google's I/O conference delivered Tuesday with the density of announcements one expects from a company that has spent a year building up to one day — a significant Gemini AI overhaul, a preview of Android XR glasses that bring Gemini-powered guidance to the act of merely looking at things, and a new category of premium Android laptops called Googlebooks, from partners including Acer, ASUS, and Lenovo, arriving in autumn. The glasses are the headline: an AI that sees what you see and offers real-time commentary raises, in roughly equal measure, the excitement of early adopters and the eyebrows of everyone else. Google also announced Gemini Intelligence, an agentic AI push for Android that will, the company assures us, handle tasks autonomously without being asked twice.

Source: Android Central

Governments Want to See AI Models Before the Public Does. The Companies Have Agreed.

The U.S. government has reached agreements with Microsoft, xAI, and other major AI companies to provide early access to their models before public release — a development that represents either a meaningful step toward oversight or, depending on one's view of regulatory bodies, a rather grand formality. The agreements come as concern mounts that the gap between AI capability and AI governance has widened to the point where the industry is effectively setting its own rules, which is the sort of arrangement that works splendidly until it doesn't. Whether advance government access produces meaningful scrutiny or merely a reassuring paper trail remains to be seen, but the precedent is at least notable, and the companies appear to have calculated that agreeing costs less than refusing.

Source: Crescendo AI

US Politics

Trump's Approval Ratings Are Falling, and Democrats Are Doing Math

New analysis suggests that President Trump's approval ratings have declined steadily enough to put both chambers of Congress in play for Democrats in the 2026 midterms — an assessment driven largely by economic anxiety, with gas at $4.50 a gallon and inflation at 3.8%. The administration's visible comfort with the Iran war's economic consequences has given opposition strategists a number of phrases they intend to deploy rather extensively between now and November, including the President's own statement that he does not "think about Americans' financial situation" when negotiating with Iran — a sentence that was presumably delivered without anticipating its future career as a campaign advertisement. Speaker Johnson remains publicly confident, which in political terms is the position one adopts when the internal polling is inconvenient.

Source: CNN Politics

The Senate Parliamentarian Rules That $1 Billion for White House Security Cannot Go in the Budget Bill

The Senate parliamentarian determined this week that a proposal to allocate $1 billion for White House security cannot, as written, be included in the current budget reconciliation bill — a ruling that is either a minor procedural technicality or a meaningful setback, depending on how urgently one feels the White House requires a billion dollars in additional security funding. Reconciliation rules require that provisions be primarily budgetary in nature, and the parliamentarian was apparently not persuaded that this one qualified. The provision can be redrafted and resubmitted, which is the Senate's way of communicating that the game is not over, merely paused while someone finds the right form to fill in.

Source: NBC News

Geopolitics

Iran's Campaign Against Gulf Infrastructure Is Now an IMF-Level Problem

The IMF's latest assessment of the war's economic ripple effects makes for dry but alarming reading: the UAE is forecast to contract by 1.9% in 2026, its energy, banking, logistics, and technology sectors having absorbed sustained targeting throughout the conflict. The International Energy Agency has gone further, characterising the Strait of Hormuz closure as the largest oil supply disruption in the history of the global oil market — a designation that tends to appear in historical retrospectives but is, in this case, being written in the present tense. Analysts drawing comparisons to the 1970s energy crisis — with its attendant stagflation, currency volatility, and general air of civilizational inconvenience — are making those comparisons with the grim satisfaction of people who called it early and now rather wish they hadn't.

Source: Stimson Center

Taiwan Pushes Back on Trump's Beijing Summit Warnings — Gently, but Clearly

Taiwan's government this week offered what diplomats call a measured response to the warnings President Trump delivered following his Beijing summit — which is to say, it disagreed with certain characterisations of its status while being careful not to disagree so loudly as to invite consequences. Taiwan's position, held with considerable consistency across administrations of every description, is that its situation is not subject to resolution by two other parties in a Beijing hotel room, however convivial the atmosphere may have been. The White House has not responded in a way that suggests the Taiwan question has been resolved, which is itself, in the circumstances, something of a relief.

Source: NBC News

Economy

Home Depot Kicks Off a Week That Markets Are Treating as a Referendum on Everything

Home Depot reports earnings Tuesday against a backdrop that has not been kind to home improvement retail: the company has already cut its profit outlook on weak demand, with consumers who are watching $4.50 gas prices apparently deciding this is not the moment to remodel the kitchen. The week's earnings calendar is formidable — Walmart, Target, and Nvidia all report, alongside FOMC minutes on Wednesday that will offer the first real signal of new Fed Chair Kevin Warsh's rate intentions. The consensus view is that Walmart will be the relative retail winner, as consumers in a tight economy tend to trade down, and that Nvidia — expected to report $78 billion in revenue — will be the event that moves everything else.

Source: CNBC

The Energy Crisis Is Now an Everything Crisis, per the IMF

The IMF has characterised the war's economic consequences with the restrained alarm of an institution that prefers understatement: "acute supply shortages," "heightened stagflation risk," and "currency volatility" — phrases that in IMF usage translate roughly to "rather worse than ideal." The oil supply disruption from the Strait of Hormuz closure has driven inflation globally, with echoes of the 1970s energy crisis that analysts are invoking with the grim satisfaction of people who prefer being right to being happy. The U.S. is not insulated: CPI at 3.8%, gas at $4.50, and a new Fed Chair walking into his first week with no good options and a great deal of attention.

Source: Economic Impact of the 2026 Iran War

Science

Scientists Discover That Kimchi May Help the Body Flush Out Nanoplastics

South Korean scientists have found that a probiotic bacterium native to kimchi appears to help the body expel tiny plastic particles before they can accumulate in organs — a discovery that is simultaneously exciting, somewhat unsettling about the quantity of plastic currently residing in the human body, and a modest vindication for the fermented cabbage community. Nanoplastics, which are fragments small enough to enter the bloodstream and lodge in tissue, have proved alarmingly widespread in recent years; the kimchi finding suggests there may be a dietary intervention worth exploring, though the researchers are careful to note that the study is preliminary and that one should not begin consuming kimchi at industrial quantities quite yet.

Source: ScienceDaily

We Became Right-Handed Because We Started Walking. And Then Got Bigger Brains.

A new study proposes that humans became overwhelmingly right-handed through two major evolutionary shifts: the adoption of bipedalism, which freed the hands for specialised use, and the subsequent development of significantly larger brains, which lateralised cognitive functions in ways that expressed themselves as hand preference. The study does not fully explain why right won out over left — a question that has occupied handedness researchers for some time with results that have occasionally been described as inconclusive — but it does suggest that the dominance of the right hand is less a cultural accident and more an evolutionary consequence that has been following us around since we first stood upright. Left-handers, one imagines, are taking this news with their customary equanimity.

Source: Live Science

Culture

The LIRR Strike Has Given New York Its Preferred State: Controlled Chaos

The Long Island Rail Road strike, now in its third day, has deprived approximately 300,000 commuters of their usual means of reaching the city, producing five-hour commutes, packed subway cars, overloaded shuttle buses, and a collective grumpiness that New Yorkers have impressively channelled into highly specific opinions about the MTA's negotiating strategy. The strike has also disrupted Subway Series games between the Yankees and Mets, ensuring the labour dispute has achieved the one thing guaranteed to generate tabloid coverage regardless of any other news cycle. Talks are set to resume Wednesday, at which point both sides will discover whether the gap between the union's pay demands and management's offer has narrowed enough to restore the commute to its usual state of merely being unpleasant.

Source: The City

Cannes Is in Its Final Week, and Nobody Knows What Park Chan-wook Will Do

With the 79th Cannes Film Festival closing on Saturday, the main competition is entering its final days under the jury of South Korean director Park Chan-wook — a man who brings to the task both considerable aesthetic authority and a demonstrated preference for films that do not proceed in straight lines. The festival has already furnished memorable moments (John Travolta's tears, Barbra Streisand's forthcoming honorary evening), and the main competition, spanning films from multiple continents and at least two cinematic traditions that do not ordinarily agree on anything, will deliver its verdicts at the closing ceremony. Critics and betting markets — which now overlap considerably — are circling several titles, but nobody who knows Park Chan-wook's taste would claim certainty about anything, which is, on reflection, rather the point of having him there.

Source: Festival de Cannes