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November 2, 2026, 11:40 AM
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| Bailey Lipschultz / Bloomberg: |
S-1 update: Anthropic reports Q3 revenue up 12x YoY to nearly $17B, a $23.3B net loss, up from $12.1B in Q3 2025, and operating expenses up 292% YoY to $17.5B — Anthropic PBC disclosed a twelve-fold increase in quarterly revenue while revealing that it intends to spend more than $895 billion …
More: SEC.gov, CoinDesk, The Information, Capital Brief, The Decoder, New York Times, NewsMax.com, and Yahoo Finance
| New York Times: |
Sources detail Anthropic's compute deal spree: 3.5GW+ of expected capacity in 2026, diversifying beyond Nvidia's AI chips to Amazon, Google, and AMD, and more — Illustration by Mark Harris; Photographs by Thea Traff for The New York Times, AJ Mast for The New York Times, Manuel Orbegozo for The New York Times, Getty Images| Yasutaka Tamura / Bloomberg: |
Filing: Anthropic aims to raise up to $3.5B from Japanese investors as part of its IPO; Australia, Canada, and parts of Europe will also have direct access — Anthropic PBC aims to raise up to $3.5 billion from Japanese investors in its initial public offering in the US …
More: Reuters, Nikkei Asia, CoinGape, Political.org, and Tech in Asia
X: @edzitron, @rinnishimura, @choblin29, and @puckrin
| Anhata Rooprai / Reuters: |
Marvell agrees to acquire optical components maker Lumentum in a $115B all-stock deal, as it aims to rival Broadcom; Nvidia invested $2B in each company in 2026 — Marvell Technology (MRVL.O) is buying optical components maker Lumentum (LITE.O) in a $115 billion all-stock deal, including debt … | Bloomberg: |
Marvell's $115B Lumentum acquisition is one of the biggest tech deals ever and 2026's top M&A deal; Lumentum is up 128% YTD, giving it a ~$76B market cap — Marvell Technology Inc. has reached a deal to buy data center optics maker Lumentum Holdings Inc. at an enterprise value $115 billion … | Bloomberg: |
Supermarkets in Belgium, Ireland, Sweden, Finland, and Estonia report fridge and freezer temperature spikes due to suspected hacks, echoing attacks in France — Supermarkets across Europe were hit by suspected cyberattacks that resulted in sudden changes in the temperatures of their fridges …
More: Reuters, BBC, Financial Times, The Guardian, The Record, International Business Times, The Irish Times, Associated Press, TechRadar, BelgaShare.be, PCMag, BleepingComputer, Help Net Security, Tom's Hardware, Silicon Republic, The Register, The Verge, Sky News, RedState, The Sun, CNBC, Security Affairs, Courthouse News Service, Digit, QUE.com, Dexerto, Quartz, Business Insider, Digital Trends, Neowin, CBS News, CyberInsider, The Independent, RTÉ, FoodNavigator.com, and TheJournal.ie
X: @cwarzel, @matthew_d_green, @matthew_d_green, @insidergeo, @richdecibels, @youranontv, @malwaretechblog, @osint613, @maxekaplan, @zackkorman, and @warmonitor3
Forums: r/europe, r/europe, r/UKPreppers, r/eutech, r/cybersecurity, r/worldnews, and r/enshittification
| Ivan Mehta / TechCrunch: |
Email: OpenAI plans to merge ChatGPT's Chat and Work tabs on desktop for select users before rolling it out widely; Codex “will remain a separate experience” — The ChatGPT desktop app can be a confusing piece of software, given that there are ChatGPT and Codex sections, and within the former, there are Chat and Work tabs.| Aaron Tilley / The Information: |
Sources: Apple is developing a tabletop robot with a 9" screen and a swiveling arm, set for release in 2027 or 2028 for ~$1,000, as John Ternus pushes robotics — Apple's new CEO John Ternus wants the company to get serious about robots, but judging by Apple's plodding progress …
More: MacRumors, 9to5Mac, The Apple Post, and iThinkDifferent
| Washington Post: |
Sources: SpaceX is in talks with EchoStar to acquire Boost Mobile or access its network, after Verizon, T-Mobile, and AT&T rebuffed requests for network access — Elon Musk approached the heads of America's top telecom companies in recent months with a request that would help him fulfill a years-long dream.| Siladitya Ray / Forbes: |
Elon Musk says the cost of serving Grok Bot was “unsustainably high relative to revenue”, in response to subscribers complaining about SpaceX's usage limits — Topline — Elon Musk acknowledged on Sunday that the cost of running SpaceX's AI agent Grok Bot was “unsustainably high” …
More: TechCrunch, Business Insider, Yahoo Finance, Telegraph, TechRadar, The Independent, Moneycontrol, and RuntimeWire
| SemiAnalysis: |
SemiAnalysis launches GDPx, an AI frontier model benchmark measuring 11 domains, including chip design, cybersecurity, and RSI; Opus 5.5 tops with a 12% score — A comprehensive benchmark spanning RSI, hardware design, cyber, bio, finance, legal, quant trading, chip design, software engineering, materials science, and alignment
More: 9to5Google and Wall Street Journal
X: @semianalysis_, @semianalysis_, @semianalysis_, @_josephwang_, @semianalysis_, @negligible_cap, @aisignaldrift, @zeroxkyle, @teortaxestex, @melvinjohnsonp, @semianalysis_, @bryancsk, @vishalsingh2972, @sundarpichai, @eliebakouch, @fanofaliens, @kimmonismus, @bensprks, @dylan522p, @statswire, @maxkan, @_mohansolo, @smlay_ero, @_mohansolo, @ai_for_success, @sujaihiremath, @ellehcimnehs, @emollick, @dingchilling, @nicoup, @abhijaymrana, @_rahulparikh, @patricktoulme, @_josephwang_, @semianalysis_, @joshpurtell, @eliebakouch, @27upon2, @ritvikpandey21, @thefusioncube, @dr_gingerballs, @vitaliychiley, @s6juncheng, @nojansheybani, @qasim31wani, @coulthur, and @chakra_ai. Bluesky: @davidcrespo
| Matt Burgess / Wired: |
Investigation: a network of 400+ domains and apps linked to Chinese-language developers bypasses app store reviews to generate nonconsensual deepfakes and CSAM — WIRED uncovered some 400 apps and websites linked to Chinese-language developers that look like regular AI tools but had secret features … | Rivka Galchen / New Yorker: |
A profile of UCLA math professor Terence Tao, who was once enthusiastic about AI's role in math but now warns of AI destroying the field's deliberative process — A.I. is solving problems that stumped the field for decades. Mathematicians look to Terence Tao for guidance on their altered world.
More: What's new. X: @constantinkogl, @fanofaliens, @hesamation, @ml4trading, @sampearton, and @stevenstrogatz
| YC Labs: |
More: The Decoder and Tom's Hardware
X: @ycombinator, @ycombinator, @ycombinator, @ycombinator, @ycombinator, @ycombinator, @ycombinator, @ycombinator, and @ycombinator
Forums: Hacker News and Hacker News
| Scott Alexander / LessWrong: |
A look at AI safety debates and the rising popularity of “Stop Unilaterally + Raise Awareness”, or SURA; safety-focused AI labs shouldn't abandon the AI race — The AI Futures Project[1] distinguishes several different plans for navigating the AI transition, which I'll lump into two broader categories:| Bloomberg: |
Ukraine says its air raid alert app was compromised late on Sunday, sending false warnings of “nuclear danger”; Russia says its alert app had also been attacked — Ukraine and Russia said they faced cyberattacks on emergency and air raid alert systems.
More: The Register, Forbes, BBC, Associated Press, The Guardian, Security Affairs, Breitbart, NBC News, CNN, Business Insider, Al Jazeera, New York Post, Implicator.ai, The Sun, The Cyber Express, Metro.co.uk, Reuters, ZeroHedge News, Free Press Journal, Agence France-Presse, France 24, RedState, Political.org, and The Kyiv Independent
X: @hissgoescobra, @faytuksnetwork, @treyyingst, @maria_drutska, @euan_macdonald, @rynkrynk, @theemikehobart, @bohuslavskakate, and @whalescan
Bluesky: @martinsfp and @tcarmody
Forums: r/worldnews, r/PrepperIntel, and r/news
| Charlotte Klein / New York Magazine: |
A profile of OpenAI VP Charles Porch, an ex-Instagram executive who is rehabilitating AI's image across Hollywood and the media, including via celebrity dinners — Charles Porch is rich, super-connected, and tasked with getting celebrities (and everyone else) to not hate AI so much.
X: @charlottetklein and @emily_sundberg
| Tim Keary / Forbes: |
Data analytics provider Hex Technologies, which says it has rebuilt its platform for AI agents, raised a $100M Series D led by Peak XV at a $1.2B valuation — This voice experience is generated by AI. Learn more. … The SaaSpocalypse has become one of the most controversial topics in enterprise tech.| Rest of World: |
Hirundo, Lazarus, and others are applying machine unlearning and weight edits to Chinese models to remove censorship and harden security for Western companies — A growing number of startups are editing powerful Chinese open-weight models for Western businesses that are concerned about censorship and security.| Michael S. Rosenwald / New York Times: |
British physicist and materials scientist Cyril Hilsum, widely recognized as “the father of liquid crystals” for enabling flat-panel display tech, died at 101 — The man who helped develop the technology for liquid crystal displays — the screens in flat-panel televisions and laptops — has died at 101.
X: @alistairburtuk, @mikerosenwald, @peterbale, @lindseyhilsum, and @bengreenman. Bluesky: @mgsiegler.com
| Emmy Martin / New York Times: |
How SF's AI boom is reshaping dating: founders treat first dates as interviews, use tech terms like “conversion rate” to track dates, and pay coaches $5K/month — San Francisco's A.I. boom has drawn a wave of young ambitious people who are now reshaping the city's dating life.Kelsey McClellan for The New York Times| Axios: |
OpenAI plans a post-midterms policy and PR blitz, pushing mandatory “speed limits” for powerful AI and rebranding its data centers as “AI compute campuses” — Right after Tuesday's midterms, OpenAI will unleash a policy and PR blitz to try to get in sync with the new Washington …
More: Business Insider, Fortune, The Independent, TechCrunch, The Rundown AI, The Decoder, Gizmodo, Implicator.ai, and Windows Report
X: @kimmonismus, @rohanpaul_ai, @andrewcurran_, @sc_cath, @mikenellis, @rob_flaherty, @rob_flaherty, @gregoryconti19, @bradrcarson, @maymailman, @viacristiano, @alexbores, and @choblin29. Bluesky: @tcarmody. Mastodon: @carnage4life@mas.to. Forums: r/singularity
| Reuters: |
Memo: Alphabet is issuing €6B in euro-denominated debt across seven tranches, attracting €17B+ in demand; Alphabet sold €9B of bonds in six tranches in May 2026 — Google parent Alphabet (GOOGL.O) is selling €6 billion ($6.7 billion) of bonds on Monday …
More: Bloomberg, Bloomberg Law, Reuters, Forbes Middle East, and Seoul Economic Daily
| Theodore Schleifer / New York Times: |
Analysis: Elon Musk contributed a record $474M to political groups for the 2026 midterms, including $216M to America PAC, the most a non-candidate has spent yet — Never before has a single ultrawealthy person who was not running for office spent this much during a single election cycle.| Reuters: |
Binance starts resuming withdrawals in phases, including for bitcoin and ether, after covering 95% of the $6.3B in tokens stolen in the hack by TraderTraitor — Binance, the world's biggest cryptocurrency exchange, said it would resume withdrawals in phases after covering 95% of the $6.3 billion … | Zack Abrams / The Block: |
More: International Business Times, CNBC, CBS News, Bitcoinist.com, The Crypto Basic, CoinDesk, Yahoo Finance, The Guardian, Unchained, Times of India, Coinpedia Fintech News, Neowin, Silicon Republic, Bitcoin Insider, Cointelegraph, The Straits Times, Free Press Journal, Business Today, Implicator.ai, BBC, The Information, New York Times, TheStreet, CryptoSlate, and Reuters
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