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October 25, 2026, 9:45 AM
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memeorandum
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| Torsten Slok / Apollo Global Management: |
Outside of tech there has been no financial payoff to US companies for using AI, now viewed as a margin-hurting cost center, as VC-backed firms burn more tokens — Despite massive investments and widespread hype around artificial intelligence, the technology has delivered zero financial payoff to corporate America outside of tech.
More: Bloomberg, Constellation Research, CNBC, Tech in Asia, and DeLong's Grasping …
X: @garymarcus, @kevrgordon, @squawkstreet, @bloombergtv, @simonkhalaf, @davidsirota, @thestalwart, @bradrcarson, and @spnichol. Bluesky: @stevenjcbuckley
Forums: Hacker News, r/stupidpol, r/Economics, r/wallstreetbets, r/AIBubble, and r/technology
| The Information: |
Source: Replit recently moved most AI spend from Anthropic to OpenAI, which gave 30%+ off in a deal worth $100M+/year, after Anthropic discontinued its discount — OpenAI's efforts to undercut Anthropic on price are producing some results. — For instance, in May, Anthropic models powered 57% … | Carl Franzen / VentureBeat: |
Kimi K3.1 Pro's debut draws scrutiny over allegations that influencers were asked to promote the model without disclosing a commercial relationship to Moonshot — That's because Kimi K3.1 Pro scores so high on third-party benchmarks — according to both Moonshot and third-party AI model … | Wall Street Journal: |
Ukraine says Starshield was working normally again on Saturday morning; US officials said Trump asked Elon Musk to restore the service — Speed restrictions imposed by Elon Musk's SpaceX have hampered Ukraine's drone forces since Oct. 14 — KYIV—Ukraine's military Starlink system …
More: Washington Examiner, Reuters, The Indian Express, CNBC, NBC News, TechCrunch, The Sun, BBC, Associated Press, The Asia Business Daily, RedState, Stories Framing the Globe, The Hill, Newser, NewsMax.com, Sky News, Puck, Honolulu Star-Advertiser, Stars & Stripes, NPR, New York Post, Mediaite, The Guardian, Gizmodo, WSVN-TV, Ukrainska Pravda, Financial Times, Axios, Scripps News, New York Times, Ministry of Defense of Ukraine, The Kyiv Independent, Diplomatic,, Forbes, and CBS News
X: @elonmusk, @zelenskyyua, @johncornyn, @ralee85, @alexbward, @jurgen_nauditt, and @barakravid
Forums: r/qualitynews, r/NoFilterNews, r/technology, r/NewsThread, r/NewsSource, r/NoFilterNews, and r/Starlink
| Jay Peters / The Verge: |
Block unveils Dessa, a “true speech-to-speech” AI model trained on “nothing but human conversation” that it says runs locally on a MacBook Pro M4 Max or newer — You have got to listen to these conversations with Block's new Dessa AI model.
More: Block, Gizmodo, Mashable, The Decoder, Implicator.ai, TechCrunch, CoinDesk, TheStreet, The Indian Express, RuntimeWire, Unite.AI, and Crypto Briefing
X: @jack, @ragavanthurair, @linusekenstam, @kimmonismus, @shivaroor, @trackingcosts, @cz_binance, @linusekenstam, @layoffai, @justinebateman, @kimmonismus, @templetonthomas, @arpagon, @simplykashif, @jack, @amritaahuja, @blocks, @blocks, @testingcatalog, @chrisparkx, @naithanjones, @davetist, @axhoff, @bffmike, @gregoryconti19, and @thebitsian
Forums: r/programiranje and r/singularity
| Bloomberg: |
How a Blackstone-led $2.3B private credit loan to CoreWeave in 2023 became a blueprint for chip-backed debt, which is on track to become a $1T market — “What is a GPU?” Blackstone Inc. executives asked CoreWeave Inc.'s leadership. Also: “Is AI real?” — These were entirely logical queries … | Maria Curi / Axios: |
Lawmakers and Hill staffers in both parties say AI leaders are becoming a political liability as they swing between claims of prosperity and existential dangers — Washington has always viewed Silicon Valley as culturally strange. But the current crop of AI leaders is becoming …
X: @axios
| Hartley Charlton / MacRumors: |
Instagram launches an Apple TV app for watching Reels, longer videos, and live shows; the app previously launched on Fire TV, Google TV, and Samsung smart TVs — Instagram is now available on the Apple TV, bringing Reels, longer videos, and live shows via the platform to Apple's streaming device for the first time.| Ryan Lawler / Axios: |
CapitalOS, which helps vertical software platforms offer spend management, cards, and bill payment tools to SMB customers, raised a $21.9M Series A led by LGVP — CapitalOS, which helps vertical software platforms offer cards and bill-pay tools to their SMB customers, has raised $21.9 million …
More: WebWire, Dealroom.co, CapitalOS, FinSMEs, and FinTech Global
| Dana Goldstein / New York Times: |
A look at Alpha School, a network of private schools that claims to teach kids 2x as fast using AI; data shows ~50% of K-8 students missed this goal in math — Alpha School, a private network, is spreading into public education. While its students' test scores are high, some parents and educators say it doesn't live up to the hype.| Cailey Gleeson / Fierce Healthcare: |
Baba, which develops AI tools to help Medicare and Medicaid patients connect to care teams and handle advocacy tasks, raised a $40M Series A led by FirstMark — Applied artificial intelligence company Baba secured $40 million in series A funding to modernize the Medicare and Medicaid experience.
Command Line:
We can build it. Can we judge it? — As agentic AI shortens the path from idea to shipped code, journey evaluation becomes a critical design skill.
We can build it. Can we judge it? — As agentic AI shortens the path from idea to shipped code, journey evaluation becomes a critical design skill.Sponsor Post
| Dominic Chopping / Wall Street Journal: |
LSEG agrees to acquire Octus, an NY-based provider of credit intelligence, data, and workflow software, from Permira and Octus' management for $3.54B in cash — The group said the acquisition would transform its presence in credit and private markets data — London Stock Exchange Group …
More: PYMNTS.com, Octus, The Paypers, Bloomberg, Financial Times, Reuters, and FinTech Global
| Augusta Saraiva / Bloomberg: |
A look at Meta's role in Brazil's runoff, where Lula da Silva alleges Meta restricts his content and a court ordered it not to interfere; Meta cites glitches — A new villain is emerging in the closing stretch of Brazil's bitterly contested presidential election: Meta Platforms Inc.| Steven Rosenbush / Wall Street Journal: |
An interview with Ciena CEO Gary Smith, a veteran of the 2001 telecoms crash, on AI demand outpacing supply for Ciena's optical networking chips, and more — Ciena CEO Gary Smith is ‘suitably paranoid,’ but optimistic — The historic telecommunications crash of 2001 is burned indelibly … Sponsor Posts
Command Line:
We can build it. Can we judge it? — As agentic AI shortens the path from idea to shipped code, journey evaluation becomes a critical design skill.
We can build it. Can we judge it? — As agentic AI shortens the path from idea to shipped code, journey evaluation becomes a critical design skill.
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:
App Spotlight: Map My Client Location for Zoho CRM — App Spotlight brings you hand-picked solutions that enhance your Zoho apps and tools. Visit Zoho Marketplace to explore all of our apps, integrations …
App Spotlight: Map My Client Location for Zoho CRM — App Spotlight brings you hand-picked solutions that enhance your Zoho apps and tools. Visit Zoho Marketplace to explore all of our apps, integrations …
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:
An 86-minute guide to finding PMF | Rob Snyder (Author, The Power of Pull)
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:
Google's Potential, AI Money Spigot Shutting?, PHP Bug & Cybersecurity's "Black October"
The Big Technology Podcast takes you behind the scenes in the tech world featuring interviews with plugged-in insiders and outside agitators.
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Machine Gods:
Fired OpenAI Safety Researchers Speak Out + We Look Inside Pandora's Box
The official podcast of the singularity, from Casey Newton and Kevin Roose. Twice-weekly news, analysis, and interviews with the people who are building the future.
Subscribe to Machine Gods.
The Upstarts Podcast:
The Parking Startup That Swallowed A 100-Year-Old Giant | Metropolis CEO Alex Israel
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.
Great Chat:
AI's Spooky Season
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.
Sources:
Sundar Pichai on what's next for Google Gemini, Waymo, and data centers in space
Candid conversations with the leaders shaping what's next in AI and the broader tech industry. Hosted by Alex Heath, who has covered Silicon Valley for more than a decade.
Subscribe to Sources.
Newest
Maria Curi / Axios:
Lawmakers and Hill staffers in both parties say AI leaders are becoming a political liability as they swing between claims of prosperity and existential dangersFind
2½ hours ago
Bloomberg:
How a Blackstone-led $2.3B private credit loan to CoreWeave in 2023 became a blueprint for chip-backed debt, which is on track to become a $1T marketFind
8 hours ago
Cailey Gleeson / Fierce Healthcare:
Baba, which develops AI tools to help Medicare and Medicaid patients connect to care teams and handle advocacy tasks, raised a $40M Series A led by FirstMarkFind
8 hours ago
Ryan Lawler / Axios:
CapitalOS, which helps vertical software platforms offer spend management, cards, and bill payment tools to SMB customers, raised a $21.9M Series A led by LGVPFind
8 hours ago
Hartley Charlton / MacRumors:
Instagram launches an Apple TV app for watching Reels, longer videos, and live shows; the app previously launched on Fire TV, Google TV, and Samsung smart TVsFind
9 hours ago
Carl Franzen / VentureBeat:
Kimi K3.1 Pro's debut draws scrutiny over allegations that influencers were asked to promote the model without disclosing a commercial relationship to MoonshotFind
9 hours ago
Dominic Chopping / Wall Street Journal:
LSEG agrees to acquire Octus, an NY-based provider of credit intelligence, data, and workflow software, from Permira and Octus' management for $3.54B in cashFind
9 hours ago
From Mediagazer
Sarah Fielding / Fast Company:Matthew Keys / TheDesk.net:
Rebecca Ford / Vanity Fair:
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| Thomas Brewster / Forbes: |
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| Shimul Sood / Android Authority: |
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