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October 18, 2026, 5:15 PM
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Mediagazer
memeorandum
WeSmirchTop News
| Mark Gurman / Bloomberg: |
Sources: HomeView units sat in warehouses for months; Apple plans a Nov. 6 store reset, likely for new Macs; iPhone Duo preorder mess could boost 18 Pro sales — Also: The company is planning Nov. 6 retail store reset, indicating potential Mac release date.
More: Gizmodo, MacRumors, PCMag, The Apple Post, iPhone in Canada, AppleInsider, 9to5Mac, iThinkDifferent, MacRumors, 9to5Mac, AppleInsider, Digital Trends, Digital Trends, MacRumors, and Tom's Guide
X: @markgurman, @markgurman, and @markgurman
Bluesky: @manton.org and @hypervisible.blacksky.app
Forums: r/apple and MacRumors Forums
| James Titcomb / Telegraph: |
Microsoft cancels its deal to be the anchor tenant and rent 23K Nvidia AI chips at Nscale's Essex, UK, data center, which may not get grid power until the 2030s — US tech giant pulls the plug on Nscale deal in threat to multibillion-dollar listing — Microsoft has pulled …
More: Bloomberg, The Information, The Guardian, Crypto Briefing, Financial Times, Seeking Alpha, Reuters, TheEnergyMag, Australian Financial Review, and Finimize
X: @ftr_investors, @jamestitcomb, @kshaughnessy2, @rdd147, @matthewstoller, @dariocpx, @jo3hill, @errjustsaying, @s8mb, and @jaguaranalytics. Bluesky: @stevekovach
Forums: r/LabourUK, r/uknews, and r/ukpolitics
| Phoebe Liu / The Information: |
Sources: industry execs expect only 7-10 of hundreds of neoclouds to survive, as Nvidia supports them with easier credit terms, site finding, and $20B in leases — How many young AI cloud providers can the market, and Nvidia, support? — That's one of the big questions after a week … | Anthropic: |
Anthropic says it's committing 5% of its shares to a Public Benefit Fund, for a total of ~20% with co-founder and staff pledges, plus 2% per 50% valuation rise — Today, we're committing a portion of Anthropic's shares to the Anthropic Public Benefit Fund, a new entity with a structure that increases the stake as the company grows.
More: TechCrunch, The Information, Bloomberg, Blockchain.News, Business Insider, Capital Brief, Unite.AI, and Reuters
X: @travisk, @dr_singularity, @andrewcurran_, @rand_longevity, @luminabench, @smb_attorney, @andrewcurran_, @wryzx, @preommr, @tokengremlin, and @anthropicai
Forums: Hacker News, r/wallstreetbets, and r/accelerate
| Steven Zeitchik / The Hollywood Reporter: |
Bleecker Street says TikTok suspended the Musk documentary account for “political policy” violations and called the suspension “permanent”; Bleecker's appealing — Move comes just as Alex Gibney doc film expands to nearly 500 screens. Distributor Bleecker Street says it is appealing.
More: The Verge, The A.V. Club, Engadget, World of Reel, Deadline, Telegraph, Anadolu Ajansı …, TechCrunch, The Wrap, Gizmodo, Mashable, and Variety
Bluesky: @carlquintanilla, @billkristolbulwark, @ianbetteridge.com, @vortexegg.com, @newsguy, @socialmedialab.ca, @alexgibneyfilm, @faineg.com, @maxberger, @thetnholler, @tyleraking.com, @ryanbeckwith, @robpegoraro.com, and @billkuchman. Mastodon: @dangillmor@mastodon.social
Forums: r/fuckelonmusk, r/FedEmployees, r/centrist, r/DeFranco, r/entertainment, r/DCU_, r/EnoughMuskSpam, r/TechGawker, r/technology, r/blankies, r/BetterOffline, r/ABoringDystopia, r/anticapitalism, r/anime_titties, r/EnoughMuskSpam, r/popculture, r/PopCultureV2, r/TheBigPicture, r/boxoffice, r/politics, r/UnderReportedNews, r/Fauxmoi, r/thebulwark, r/popculturechat, and r/movies
| Financial Times: |
RegLayer: 47+ large US data center projects were delayed, withdrawn, or blocked in 2026; Bernstein says ~35% of the planned US data center pipeline is credible — A vast bet on the future of the technology is running into the unforgiving economics of the physical world| New York Times: |
AI debt worries mount as CoreWeave's bond yield tops 15%, insuring SoftBank debt gets pricier, and some Oracle debt trades near 80 to 90 cents on the dollar — Debt trouble at CoreWeave, Oracle and SoftBank raises questions about whether there are broader problems with the data center build-out.
More: The Business Times and Motley Fool
X: @energycredit1, @globalmktobserv, @c_s_wallace, and @cristymsilva. Bluesky: @billstewart. Mastodon: @kralcttam@mastodon.social
| Cristina Criddle / Financial Times: |
Sources: Anthropic is consulting law firms on deal negotiation tactics as it develops AI agents to negotiate on humans' behalf and interact with AI counterparts — Tech companies are being forced to confront the rules of negotiation when machines act on humans' behalf
More: The Verge, The Decoder, and Crypto Briefing
Forums: r/Futurology, r/BetterOffline, and r/technology
| Saritha Rai / Bloomberg: |
DeepSeek releases V4.1-Flash-1017, an update it says offers “stronger benchmark performance, faster task completion, and shorter outputs” than its predecessor — DeepSeek released an update of its AI model this weekend that it says is faster and leaner, ramping …
More: DeepSeek on Hugging Face, Techstrong.ai, The Decoder, Wccftech, Tech in Asia, and Crypto Briefing
X: @deepseek_ai, @quantamagazine, @quantamagazine, @zizhpan, @natolambert, @cline, @pawelhuryn, @martinvars, @thom_wolf, @haider1, @kimmonismus, @suchenzang, @testingcatalog, @teortaxestex, and @deepseekharness. LinkedIn: John Pavlus
Forums: r/SillyTavernAI and r/LocalLLaMA
| Giovanni Colantonio / Polygon: |
An interview with Apple's new VP of the App Store, Carson Oliver, on Apple's gaming vision, Apple Arcade, providing tools for indie game developers, and more — Back when Apple Arcade launched in 2019, there was a resounding belief among gamers that the mobile gaming service wasn't long for this world.| Joanna Stern / The New Things: |
An interview with Microsoft CEO Satya Nadella on the Nvidia RTX Spark-powered Surface Laptop Ultra, plans to make Windows a safer OS to run AI agents, and more — My exclusive interview with Satya Nadella on the new Surface Laptop Ultra and Microsoft's plan to make Windows safer for AI agents
More: NBC News and Windows Central
X: @agim_asf, @cardillosamuel, @nbcnews, @satyanadella, @joannastern, and @joannastern. Bluesky: @bengoggin
Will Reed:
The best sales leaders aren't job hunting. Here's how to reach them without months of cold outreach. — Our team came from Box, Square, and Brex, so we already know the GTM leaders worth meeting.
The best sales leaders aren't job hunting. Here's how to reach them without months of cold outreach. — Our team came from Box, Square, and Brex, so we already know the GTM leaders worth meeting.Sponsor Post
| Kyu-Seok Shim / Reuters: |
Sources: Nvidia asked Samsung, SK Hynix, and Micron to make base dies for its custom NVHBM memory on TSMC's 3nm process; Samsung agreed, its first use of TSMC — Samsung Electronics (005930.KS) will use TSMC's (2330.TW) 3-nanometre process to produce base dies for Nvidia's (NVDA.O) … | Chase DiBenedetto / Mashable: |
MapQuest adds a Surveillance Layer to its mobile app showing license plate readers and cameras from 10+ companies including Flock, using OpenStreetMap data — MapQuest will not go gentle into that good night. — The navigation software — which debuted in 1996 and was later eclipsed …
More: Engadget, Decrypt, Business Insider, Tom's Hardware, The Hill, TechRadar, MakeUseOf, CNET, The Next Web, and RuntimeWire
Forums: r/Ohio, r/FlockSurveillance, r/USNEWS, and r/UnderReportedNews
| Bloomberg: |
Filing: Disney agreed to hire 60+ staff from Character.AI and pay them ~$180M over three years, plus $30M for retention awards; a bankruptcy judge must approve — More than 60 workers at Character.AI are being offered a lifeline from the media giant … Soft Landing — Layoffs are common in bankruptcy.
More: TechCrunch, RuntimeWire, and Yahoo Finance
Sponsor Posts
Command Line:
What will the next generation of developers do when AI writes the code? — Microsoft and Carnegie Mellon are betting that the junior devs we train today will be the senior engineers of tomorrow.
What will the next generation of developers do when AI writes the code? — Microsoft and Carnegie Mellon are betting that the junior devs we train today will be the senior engineers of tomorrow.
Will Reed:
The best sales leaders aren't job hunting. Here's how to reach them without months of cold outreach. — Our team came from Box, Square, and Brex, so we already know the GTM leaders worth meeting.
The best sales leaders aren't job hunting. Here's how to reach them without months of cold outreach. — Our team came from Box, Square, and Brex, so we already know the GTM leaders worth meeting.
Zoho:
UK tax compliance with Zoho Books — The evolving tax landscape in the UK has added an additional responsibility to business owners, accountants, and bookkeepers to ensure their choice of accounting software supports compliance …
UK tax compliance with Zoho Books — The evolving tax landscape in the UK has added an additional responsibility to business owners, accountants, and bookkeepers to ensure their choice of accounting software supports compliance …
IDrive:
Protecting your Cloud Applications Data — Backing up Office 365, Google Workspace, Dropbox & Salesforce data is critical to preventing data loss or corruption, complying with laws and avoiding critical downtime in case of a disaster.
Protecting your Cloud Applications Data — Backing up Office 365, Google Workspace, Dropbox & Salesforce data is critical to preventing data loss or corruption, complying with laws and avoiding critical downtime in case of a disaster.Featured Podcasts
Lenny's Podcast:
Inside the black box of AI: How AI models actually think | Emmanuel Ameisen (Anthropic)
Interviews with world-class product leaders and growth experts to uncover actionable advice to help you build, launch, and grow your own product.
Subscribe to Lenny's Podcast.
Big Technology Podcast:
Anthropic IPO Panic, A Spy At OpenAI?, The Great Food Slop Debate
The Big Technology Podcast takes you behind the scenes in the tech world featuring interviews with plugged-in insiders and outside agitators.
Subscribe to Big Technology Podcast.
Great Chat:
What happened to tech's backbone?
A podcast mostly about tech. Brought to you weekly by Angela Du, Sally Shin, Mac Bohannon, Helen Min, and Ashley Mayer.
Subscribe to Great Chat.
The Upstarts Podcast:
The $7B Startup Mapping Your Health In Just One Hour | Neko's Hjalmar Nilsonne
Veteran tech reporter Alex Konrad sits down with breakout entrepreneurs taking on the status quo to shake up their fields in AI, design, nuclear energy, space, and more.
Subscribe to The Upstarts Podcast.
Cheeky Pint:
The company building underwater drones for $50,000
Stripe cofounder John Collison interviews founders, builders, and leaders over a pint.
Subscribe to Cheeky Pint.
BG2 Pod:
Jensen Huang | Does AI Revenue Justify Capex, '27 AI Bottlenecks, Singularity, Open vs Closed & more
Open-source podcast on all things tech, markets, investing, and capitalism, hosted by Brad Gerstner.
Subscribe to BG2 Pod.
Newest
Phoebe Liu / The Information:
Sources: industry execs expect only 7-10 of hundreds of neoclouds to survive, as Nvidia supports them with easier credit terms, site finding, and $20B in leasesFind
80 minutes ago
Anthropic:
Anthropic says it's committing 5% of its shares to a Public Benefit Fund, for a total of ~20% with co-founder and staff pledges, plus 2% per 50% valuation riseFind
2 hours ago
Kyu-Seok Shim / Reuters:
Sources: Nvidia asked Samsung, SK Hynix, and Micron to make base dies for its custom NVHBM memory on TSMC's 3nm process; Samsung agreed, its first use of TSMCFind
3 hours ago
Mark Gurman / Bloomberg:
Sources: HomeView units sat in warehouses for months; Apple plans a Nov. 6 store reset, likely for new Macs; iPhone Duo preorder mess could boost 18 Pro salesFind
6 hours ago
Giovanni Colantonio / Polygon:
An interview with Apple's new VP of the App Store, Carson Oliver, on Apple's gaming vision, Apple Arcade, providing tools for indie game developers, and moreFind
10 hours ago
Financial Times:
RegLayer: 47+ large US data center projects were delayed, withdrawn, or blocked in 2026; Bernstein says ~35% of the planned US data center pipeline is credibleFind
15 hours ago
New York Times:
AI debt worries mount as CoreWeave's bond yield tops 15%, insuring SoftBank debt gets pricier, and some Oracle debt trades near 80 to 90 cents on the dollarFind
15 hours ago
From Mediagazer
New York Times:Washington Post:
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| Google: |
More: Google Quantum AI on YouTube, Superintelligence, CoinDesk, and Crowdfund Insider
X: @googlequantumai, @chrisgpt, @apruden08, @ai_for_success, @elibensasson, @algorand, @qtumanalysis, @mdudas, @rynorhn, @stracex, and @sundarpichai
LinkedIn: Julian Kelly and Emma Rosenfeld
Bluesky: @peark.es and @enikofox.com
| Walter Schulze / Startup Fortune: |
| Zack Abrams / The Block: |
More: Crowdfund Insider, Bitcoin Insider, Bitcoinist.com, CryptoPotato, Bitcoin News, and Inside Bitcoins
X: @defi_warhol and @dr_pegger
Earlier Picks
| Jean Eaglesham / Wall Street Journal: |