Techmeme
October 29, 2026, 12:20 PM

Top News

New York Times:
US officials believe Megaspeed executive Alice Huang is a Chinese asset who maintained a close relationship with Jensen Huang to pass intelligence to Beijing  —  Jensen Huang, the chief executive of Nvidia, is influential at the White House on technology policy and has developed a close relationship …
Reuters:
DoorDash agrees to acquire Instacart in a ~$17B deal, paying $65 per share, a 26% premium to its October 22 close, as the platform delivery market consolidates  —  DoorDash (DASH.O) said on Thursday it would buy Instacart (CART.O) in a deal valued at about $17 billion, stepping up its push …
Wired:
Hackers leak the personal data of 41,000+ DHS employees and contractors, including CBP and ICE agents; DDoSecrets says the data came from DHS' Okta login system  —  The leaked records include the locations of ICE and CBP facilities, workers' cell phone numbers, and the members of groups tied …
Wired:
Bluesky blocks links to a leaked archive containing personal data of 41,000+ DHS employees and contractors, saying it was “shared without their authorization”  —  Bluesky tells WIRED it blocked links to a leaked archive of information on 41,000 ICE, CBP, and other DHS workers …
Simon Sharwood / The Register:
Google reports Search revenue up 12% YoY to $63.25B in Q3 2026, down from 14.5% in Q3 2025, and attributes the slowdown to “lower monetization” in AI Mode  —  Shares in Google's parent company Alphabet dived by almost ten percent on Wednesday, after the web giant admitted AI-powered searches earn …
Lauren Forristal / TechCrunch:
Google plans to expand “high-quality ads within AI Overviews in AI Mode” into international markets, as growth in its core search ad business slows  —  Google is bringing ads in its AI-powered Search experiences to international markets, betting that generative AI can open …
Alphabet:
Alphabet reports Q3 revenue up 25% YoY to $127.58B, below $128.22B est., and Google Cloud revenue up 103% to $30.7B, above $28.7B est.; GOOG drops 11%+  —  MOUNTAIN VIEW, Calif. - October 28, 2026 - Alphabet Inc. (NASDAQ: GOOG, GOOGL) today announced financial results for the quarter ended September 30, 2026.
Samantha Subin / CNBC:
Rolfe Winkler / Wall Street Journal:
How surging demand from AI hyperscalers has quintupled flash memory prices and shifted market and negotiating power from Apple to suppliers like Kioxia  —  The iPhone maker for years bullied flash-storage makers into steep discounts—until AI hyperscalers bid up prices and gobbled up supply
Radhika Rajkumar / ZDNET:
Mistral releases the weights for Mistral Large 4, or Le Chonk, and says it rivals top open models such as GLM-5.3 on the Artificial Analysis Coding Agent Index  —  Mistral has released the weights for Large 4, along with some impressive Artificial Analysis scores.  —  ZDNET's key takeaways
Federico Viticci / MacStories:
Apple's touchscreen MacBook Pro is designed for the iPad generation, with an optimized macOS, and the company is right to move on from Steve Jobs' skepticism  —  Ever since I got my hands on the very first iPad Pro all the way back in November 2015, I've gotten used to a certain type …
Kali Hays / BBC:
Vladimir Putin praises Elon Musk as a “real genius” and says Russia is in “close contact” with Musk and the US to coordinate Rassvet and Starlink satellites  —  Elon Musk is a “real genius”, Russian President Vladimir Putin said on Wednesday after revealing the two are in …
John Collison / Cheeky Pint:
Q&A with Sam Altman on finding PHP bugs, sandboxing superhuman models as an unsolved safety dilemma, robotics scaling data centers, math, agent swarms, and more  —  Sam Altman, CEO of OpenAI, joins John to break down how models uncovered critical PHP vulnerabilities …
Reuters:
Sources: the US DOJ has inquired about the impact of Nvidia's Hugging Face deal on AI competition, as antitrust enforcers continue to probe Nvidia's conduct  —  The US Department of Justice has made inquiries about how Nvidia's (NVDA.O) $12.93 billion deal to buy open-source platform Hugging Face …
Microsoft:
Microsoft reports Q1 revenue up 19% YoY to $92.28B, above $90.69B est., Azure revenue up 48% to $33.17B, above $32.32B est., and net income up 32% to $36.63B  —  REDMOND, Wash. — October 28, 2026 — Microsoft Corp. today announced the following results for the quarter ended September 30 …
Liam Dillon / Politico:
Airbnb spent $12.6M+ since 2025 to become a top LA political contributor, backing Mayor Karen Bass and pushing for friendlier rules ahead of the 2028 Olympics  —  LOS ANGELES — For Airbnb, the gold medal game in the 2028 Summer Olympics is on Tuesday.  —  Since last year …
Ben Thompson / Stratechery:
Q&A with Palantir CTO Shyam Sankar on diffusing intelligence, safety, AI lessons, forward-deployed engineering, Anthropic vs. the US, AI religion, and more  —  Today's Stratechery Interview is with Palantir CTO Shyam Sankar.  Sankar has worked at Palantir for 20 years …
Reuters:
Sources: Bloomberg, Susquehanna, and Jump Trading signed up for Truth Social's fast API feed of President Trump's posts, paying $60K to $100K per month  —  Truth Social, the social media platform founded by President Donald Trump, has signed up news and data provider Bloomberg and two Wall Street firms …
Bloomberg:
Canada-based Cohere completes the first close of a round that it expects to total up to $5B, with Canada agreeing to invest up to $1.14B, at a $20.5B valuation  —  Cohere Inc., an artificial intelligence model maker, is in the process of raising a large funding round at a $20.5 billion valuation …
More: BetaKit

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