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November 2, 2026, 4:10 PM
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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, Gizmodo, CoinDesk, Associated Press, New York Post, Pulse 2.0, The Information, The Verge, Channel NewsAsia, Wall Street Journal, New York Times, Yahoo Finance, NewsMax.com, and The Decoder
X: @krishnanrohit, @wallstengine, @southernvalue95, @andrewcurran_, @deredleritt3r, @arakharazian, @jamestitcomb, @garymarcus, @kimmonismus, @zerohedge, @theobearman, @zerohedge, @jamestitcomb, @shanumathew93, @lipko, @jasonlk, @deitaone, @peterwildeford, @phithetasigma, @shiringhaffary, @andrewcurran_, @mikeisaac, @davidzmorris, @thetranscript_, @negligible_cap, and @rebeccatorrenc5. LinkedIn: Ignacio De Paz
Forums: Hacker News and r/technology
| Ashley Capoot / CNBC: |
Amended S-1: Anthropic says it has purchased commitments and lease agreements of $895.4B, “substantially all of which is related to compute and infrastructure” — Anthropic reported updated financials as part of an amended Form S-1 filing with the Securities and Exchange Commission on Monday …
More: Financial Times, Hindustan Times, Bloomberg, Quartz, Yahoo Finance, Business Insider, Unite.AI, and AIM
Forums: Hacker News, r/StockMarket, r/BetterOffline, and r/wallstreetbets
| Yasutaka Tamura / Bloomberg: |
| 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 …
More: Marvell Technology, Inc., SiliconANGLE, CNBC, Bloomberg, Vik's Newsletter, The Register, TechCrunch, Wall Street Journal, Seeking Alpha, Capital Brief, Yahoo Finance, Motley Fool, International Business Times, CNBC, Fierce Network, Financial Times, Dow Jones Newswires, Investor's Business Daily, Wall Street Journal, Pulse 2.0, and 24/7 Wall St.
X: @vikramskr, @boringbiz_, @damnang2, @mkfilko, @benbajarin, @aleabitoreddit, @benbajarin, @danprimack, @mayazi, @firstadopter, @paradislabs, @jukan05, @patrickmoorhead, and @marvelltech. LinkedIn: Ariel Serber. Bluesky: @joshsternberg.com
| 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, The Guardian, Financial Times, Tech Brew, BelgaShare.be, New York Times, The Register, The Irish Times, Associated Press, Axios, HotAir, Sky News, nltimes.nl, International Business Times, RTÉ, Reuters, Straight Arrow, Business Insider, Forbes, BleepingComputer, Help Net Security, Silicon Republic, Security Affairs, Dexerto, Neowin, Digital Trends, TechRadar, RedState, The Verge, The Sun, CNBC, CyberInsider, Quartz, The Independent, PCMag, CBS News, RuntimeWire, Digit, The National, Courthouse News Service, QUE.com, and SupplyChainBrain
X: @cernovich, @matthew_d_green, @insidergeo, @richdecibels, @matthew_d_green, @youranontv, @malwaretechblog, @cwarzel, @osint613, @maxekaplan, @zackkorman, and @warmonitor3
LinkedIn: Luca Collacciani and Nicolas Krassas
Forums: r/worldnews, r/eutech, r/cybersecurity, r/enshittification, r/europeanunion, r/UKPreppers, r/europe, and r/europe
| 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 … | Bruno Ferreira / Tom's Hardware: |
Anthropic confirms new Claude Code limits “to steer it away from recreating someone else's specific game”, saying IP infringement is against its usage policy — Meanwhile, we now have direct reports of reverse engineering efforts being blocked, while online complaints grow.
More: Tom's Hardware, Mashable, Ars Technica, The Verge, GamesIndustry.biz, PCWorld, Eurogamer.net, Rock, Paper, Shotgun, 80 Level, and IGN
X: @addyosmani, @bolyki, @driphacker, @anechoicmedia_, @captgouda24, @a_real_society, @benjedwards, @sytelus, @orbital_perigee, and @arielkwiat
Forums: Hacker News, r/atrioc, r/ClaudeAI, r/macgaming, r/aiwars, r/LocalLLaMA, r/technology, r/accelerate, r/pcmasterrace, and Ars OpenForum
| 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.
More: TechCrunch, PYMNTS.com, Reuters, Engadget, Fast Company, New York Times, How-To Geek, DatacenterDynamics, Fierce Network, Digital Trends, Motley Fool, FOX 10 Phoenix, MarketWatch, The Verge, Light Reading, Yahoo Finance, Barron's Online, 24/7 Wall St., TelecomTV, The Crypto Basic, Deadline, CoinGape, Investor's Business Daily, Quartz, and Wccftech
X: @tmfassociates. Bluesky: @karlbode.com. Mastodon: @cdarwin@c.im. Forums: r/cellmapper, r/SPCXInvestors, and r/Starlink
| 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.
More: OpenAI, 9to5Mac, Moneycontrol, Thurrott, XDA Developers, ZDNET, The New Stack, Mashable, and Neowin
| 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, Telegraph, Business Insider, Yahoo Finance, Gizmodo, Neowin, The Decoder, The Independent, Windows Report, and TechRadar
| Rikiya Takehi: |
Researchers say LLMs can be good at natively reading and writing neural network weights; GPT-6 Astra edited Qwen3.5-0.8B's weights to make it better at math — TL;DR … If you were asked to handcraft a neural network that plays Go, what would you do? If you were handed raw neural network weights …
More: Tom's Hardware. X: @yuchenj_uw, @kimmonismus, @emollick, @tenobrus, @tunguz, @yoavgo, @dejavucoder, @andrewcurran_, @lateinteraction, @a1zhang, @rikiyatakehi, and @jayden_teoh_. Bluesky: @philpax.me
Forums: Hacker News, r/MachineLearning, r/LocalLLaMA, and r/singularity
| 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: @katienotopoulos, @dpd_, @charlottetklein, and @emily_sundberg
| OpenAI: |
OpenAI launches the Grid Protectors Program, a US effort for its future data center campuses meant “to reduce electricity demand when the grid is under strain” — Today we're launching the Grid Protectors Program, a national effort to support affordable, reliable electricity …
More: The Verge, The Deep View, TechRadar, Blockchain.News, Business A.M, and Axios
| Liam Proven / The Register: |
Memo: Linux distribution vendor SUSE is laying off ~10% of its employees, saying “automation and AI are fundamentally shifting how software companies operate” — One in ten employees at SUSE are facing the chop due to “automation and AI,” according to a memo dispatched by management …
Mastodon: @brauner@mastodon.social
| Kelly Cloonan / Wall Street Journal: |
Filings: Oracle is selling $10B in common stock and $10B in bonds, as it rushes to get financing for its data center buildout and chip purchases; ORCL falls 5%+ — The software company is selling $10 billion in common stock and $10 billion in bonds — Oracle plans to raise $20 billion …
More: The Information, Bloomberg, CNBC, MarketWatch, Proactive, Investor's Business Daily, Yahoo Finance, Dow Jones Newswires, Motley Fool, 24/7 Wall St., Quartz, ZeroHedge News, Political.org, and Seeking Alpha. Bluesky: @thornus
| 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 … | 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, Forbes Middle East, Reuters, and Seoul Economic Daily
| 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:| 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: Wall Street Journal and 9to5Google
X: @semianalysis_, @semianalysis_, @negligible_cap, @aisignaldrift, @zeroxkyle, @teortaxestex, @melvinjohnsonp, @bryancsk, @vishalsingh2972, @sundarpichai, @eliebakouch, @fanofaliens, @kimmonismus, @bensprks, @dylan522p, @statswire, @_mohansolo, @_mohansolo, @ellehcimnehs, @emollick, @dingchilling, @abhijaymrana, @patricktoulme, @_josephwang_, @joshpurtell, @eliebakouch, @27upon2, @dr_gingerballs, @vitaliychiley, @s6juncheng, @nojansheybani, @qasim31wani, @coulthur, @thefusioncube, @maxkan, @sujaihiremath, @ai_for_success, @ritvikpandey21, @_rahulparikh, @nicoup, @smlay_ero, @_josephwang_, @chakra_ai, @semianalysis_, @semianalysis_, @semianalysis_, and @semianalysis_. Bluesky: @davidcrespo
| 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.| Reuters: |
Putin orders owners of non-state data centers to reserve 10% of capacity for Russia's IT infrastructure after Ukrainian drone attacks on Russian facilities — Russian owners of non-state data centres will be required to reserve 10% of their capacity to help keep Russia's IT infrastructure running …
More: Tom's Hardware and Bloomberg
| 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 and The Algorithmic Bridge
| Ram Iyer / TechCrunch: |
Israeli startup 42AI, which is developing a “behavioral world model” that tries to predict human behavior, emerges from stealth with a $62.5M seed — Here's a question straight out of sci-fi: What if AI could predict what you were going to do before you decided to, even in a completely new situation?
More: Unite.AI
| Debby Wu / Bloomberg: |
DeepSeek releases a “creator mode” that allows users of DeepSeek Harness to create custom plugins, like a 3D model renderer and a video editing workbench — DeepSeek has unveiled a new option to quickly create custom plugins that help users to tackle a range of complex tasks …
More: Quartz, TechCentral.ie, DeepSeek Harness, and Help Net Security
X: @deepseekharness, @cgtwts, and @ivanfioravanti
| 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
| 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: Gizmodo, The Guardian, BBC, PBS NewsHour, Security Affairs, NBC News, NewsMax.com, CNN, Al Jazeera, The Sun, New York Post, Implicator.ai, ZeroHedge News, Breitbart, Forbes, Associated Press, and The Register
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
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