| 10:50 PM • | Wall Street Journal: OpenAI suspected the three fired researchers of leaking internal model designs to AI safety researcher Ryan Greenblatt, including via disappearing Signal chats |
| 9:50 PM • | Sarah Perez / TechCrunch: Spotify confirms it is rolling out a new Family Plan verification method requiring members to scan QR codes on plan managers' phones within seven days of notice |
| 9:10 PM • | Associated Press: The US Treasury proposes a rule to crack down on US high-tech investments in areas like AI and supercomputing in China, Russia, and other “countries of concern” |
| 8:30 PM • | Charlie Warzel / The Atlantic: An interview with Ondrej Sury, a volunteer who maintains and helps automate PHP patches, about his role in fixing two critical PHP security vulnerabilities |
| 8:15 PM • | Eva Brendel / Bloomberg: German energy company PreussenElektra says it is working with Nvidia to assess whether the country's idle nuclear plants could be turned into data centers |
| 7:05 PM • | Camila Grigera Naón / Fortune: a16z rebrands “a16z Crypto” as “a16z Frontier” and expands the $2.2B fund's scope to back startups developing AI, robotics, and other emerging technologies |
| 6:35 PM • | Financial Times: Sources: OpenAI has cut its valuation target to $1.25T, down from the $1.4T valuation it pitched earlier in October, after facing resistance from some investors |
| 6:25 PM • | Kelcee Griffis / Bloomberg: Sources: SpaceX is in talks with at least one major cellular infrastructure firm to secure a minimum of 80K US cell sites, as it eyes a wireless carrier launch |
| 4:40 PM • | Anthropic: Anthropic donates the Agent Skills open standard to the Agentic AI Foundation and says 70+ platforms have integrated it, after donating MCP to the AAIF in 2025 |
| 4:23 PM • | Kate Rooney / CNBC: Sources: OpenAI nears an up to $30B round led by investors from the UAE and Coatue at a $1.25T pre-money valuation, as an “opportunistic” bridge ahead of an IPO |
| 3:55 PM • | Ivan Mehta / TechCrunch: Canva launches Craft, its first image generation model, trained on human-designed templates, available to all users, and plans to support third-party chatbots |
| 3:05 PM • | Camila Grigera Naón / Fortune: Microsoft and Alphabet join 14 other public companies objecting to a plan by OKXICE, an OKX and ICE venture, to trade blockchain-based versions of their shares |
| 2:40 PM • | Alfred Ng / Politico: Amazon issues refunds from a 2025 settlement, crediting “President Trump's Federal Trade Commission,” the first time an FTC refund has been tied to a president |
| 2:35 PM • | Robert Hart / The Verge: Microsoft says its GPT-5-powered Diagnostic Orchestrator uses agents that mimic panels of experts to diagnose conditions up to 4x more accurately than doctors |
| 2:30 PM • | The Information: Sources: Datadog offered to acquire Israeli cloud cybersecurity startup Upwind Security for nearly $4B; Upwind is finalizing a $300M round at a ~$3.8B valuation |
| 2:25 PM • | Maria Diaz / ZDNET: Amazon rebrands its Kindle Unlimited subscription as Kindle+ and expands access to audiobooks, including titles narrated by AI |
| 2:20 PM • | The Information: Sources: SoftBank's SB Energy is considering going public as soon as December or waiting until 2027, as it closely watches Anthropic's IPO, expected in November |
| 2:15 PM • | Wall Street Journal: US officials say Trump asked Elon Musk to lift Starshield restrictions; Ukraine officials said it was not fully fixed Thursday but was working at higher speeds |
| 1:50 PM • | Natalie Breymeyer / Axios: Chicago-based Formic, which provides robots-as-a-service automation to manufacturers, raised $50M, including a $40M Series B and $10M in asset-backed financing |
| 1:25 PM • | Jay Peters / The Verge: The Browser Company says it will shut down its Arc browser on December 22, launched in 2023, shifting attention to its AI-focused Dia browser, launched in 2025 |
| 1:02 PM • | Todd Bishop / GeekWire: Microsoft says it is closing The Garage, which for 17 years gave employees worldwide space and tools for side projects and ran the company's Global Hackathon |
| 12:40 PM • | Lauren Feiner / The Verge: Filings: Nvidia, Anthropic, and OpenAI had their highest-spending lobbying quarter between July and September, spending $2.2M, $2.1M, and $1.5M, respectively |
| 12:35 PM • | Rocket Drew / The Information: Atlanta-based Tractian, which uses AI and sensors to predict machine failures and recommend maintenance plans, raised a $130M Series D at a $1.4B valuation |
| 12:25 PM • | Anzar Mehraj / Reuters: METR says a pilot test of OpenAI's monitoring system found vulnerabilities, including an exploit that could have let AI agents hide hundreds of recent actions |
| 12:20 PM • | Rohan Goswami / Semafor: Sources: Elon Musk has invested ~$1B in Ellisons' Skydance; in 2022, David Ellison's father, Larry Ellison, invested $1B in Musk's deal to take Twitter private |
| 12:00 PM • | Rebecca Torrence / Bloomberg: Warp Sciences, founded by former OpenAI CPO Kevin Weil to speed up drug development using AI, emerges from stealth with $215M at an $865M post-money valuation |
| 11:45 AM • | Madison Mills / Axios: Sources: US banks are restricting third-party AI agents from accessing customer accounts, after some agents appeared to act independently of users' instructions |
| 11:30 AM • | Abhirami G / Reuters: eMudhra says it will exit the SSL/TLS certificate business, 1% of its revenue, after its TLS certificates with private keys of just 3 to 8 bits were compromised |
| 11:15 AM • | Matthew Prince / @eastdakota: Cloudflare's Matthew Prince says PHP2Shell exploit attempts on its network rose from thousands in the 10 hours before the disclosure to millions afterward |
| 10:45 AM • | John Koetsier / Forbes: Maxinsights, which creates training data for robots using first-person footage from cameras worn by 5,000+ contractors, raised a $30M seed led by Peak XV |
| 10:40 AM • | Will Maddox / Axios: Nirva, which plans to launch a wearable AI personal companion that offers relationship advice and more, raised $25M, bringing its total funding to $33M |
| 10:01 AM • | Victoria Craw / Washington Post: President Trump says he called Sundar Pichai to ask to rename the Atlantic Ocean in Google Maps, but that he would “probably pass” following Pichai's pushback |
| 9:45 AM • | Mary Ann Azevedo / Crunchbase News: Minneapolis-based Slingshot, which uses AI to help businesses offer embedded insurance, emerges from stealth with a $27M seed co-led by Rally and Skyward Group |
| 9:35 AM • | Emma Roth / The Verge: Apple is rolling out a new “Made for iPhone Duo” badge in the App Store, and touts Netflix, Prime Video, Zoom, Word, and Outlook as Duo-optimized apps at launch |
| 9:15 AM • | Politico: Sources: the Pentagon quietly established the Technology Support Office (TSO), a sabotage agency for executing cyberattacks, supply chain disruptions, and more |
| 9:05 AM • | Elias Schisgall / Wall Street Journal: 1Password passes $500M in ARR, up from $400M in November 2025, driven by enterprise AI coding assistants and agents, and launches 1Password for Agents |
| 8:55 AM • | New York Times: Ukraine says the abrupt throttling of US-funded Starshield grounded dozens of drones mid-flight, costing one unit $1M+, and halted some strikes for three days |
| 8:50 AM • | John Reynolds / Tech.eu: Enact, which develops full-stack tech for general-purpose robots, emerges from stealth with a $30M pre-seed from Mistral CEO Arthur Mensch, Yann LeCun, and more |
| 8:40 AM • | Lucinda Shen / Axios: Sources: Visa is in late stage talks to acquire stablecoin custody and infrastructure provider Fireblocks for ~$2.5B, its first stablecoin sector acquisition |
| 8:35 AM • | Qianer Liu / The Information: Israeli security company Lava finds 32 Nvidia Blackwell Ultra B300 chips connected to systems linked to state-owned operator China Telecom, despite US controls |
| 8:20 AM • | Monica Hunter-Hart / Forbes: Xona, which plans to deploy a 258-satellite low-Earth orbit constellation as a commercial alternative to GPS, raised a $250M Series D at a $2.45B valuation |
| 8:10 AM • | Sarah Frier / Bloomberg: Filing: Meta reports ~$825B in lease and contract commitments, up from nearly $700B in July; off-balance-sheet leases total $355.7B through 2036; META drops 7% |
| 7:35 AM • | Leo Schwartz / The Information: Andreessen Horowitz to Drop ‘Crypto’ From Name of Flagship Blockchain Fund |
| 7:20 AM • | Isabella Ward / Wired: Meta reports 18% YoY ad revenue growth in Europe for Q3, down from ~40% in Q1 and 24% in Q2, lagging the US and Canada, after rolling out Less Personalized Ads |
| 7:10 AM • | Bloomberg: Jensen Huang says he urged UK-based neocloud Nscale to “work around the clock” to resolve data center delays amid investor pushback over its $30B IPO valuation |
| 7:01 AM • | Emmy Martin / New York Times: How the AI boom is boosting paint maker PPG's sales: its specialized gray coatings resist fire, rust, and more, and total $3M to $8M per data center, per JLL |
| 6:45 AM • | Emily Mullin / Wired: Hugging Face releases Carbon-X, an open-weight, 14B-parameter decoder-only model trained on 300B tokens that lets users query DNA sequences via natural language |
| 6:30 AM • | Ashley Carman / Bloomberg: Spotify reports Q3 revenue up 16% YoY to €4.97B, below €4.98B est., subscribers up 9% to 306M, MAUs up 11% to 788M, meeting est.; SPOT closes up 11.1% |
| 6:10 AM • | Andrew Gray / Reuters: Palantir says that neither it nor the US government has a “kill switch” for its Maven military AI system that NATO uses, after Ukraine's Starshield disruptions |
| 5:55 AM • | SemiAnalysis: A look at Huawei and DeepSeek's mutual reliance, where Huawei provides compute hardware while DeepSeek contributes AI model workloads and kernel optimizations |
| 5:45 AM • | William Shaw / Bloomberg: Barclays plans to cut 5,000 jobs, or ~5% of its workforce, by the end of 2026 as part of AI-driven cost cutting, with ~60% affecting support and developer roles |
| 4:00 AM • | John Gruber / Daring Fireball: iPhone Duo review: the outer device is by far the worst iPhone Apple has ever made, while the inner device is a splendid tablet with a UI that bests the iPad's |
| 3:15 AM • | Foreign Affairs: How the US and China are building rival “AI empires” to extend their power over innovation, production, science, culture, and, ultimately, advanced thought |
| 2:50 AM • | Bloomberg: Pressure to back promising AI startups is upending the VC investment process, with investors willing to buy into the same round at rapidly escalating valuations |
| 2:45 AM • | Milana Vinn / Reuters: Source: Elon Musk's public endorsement of a SpaceX-Tesla merger has rattled some insiders, who worry his comments could invite shareholder scrutiny and delays |
| 2:40 AM • | Financial Times: Sources: Axel Springer CEO Mathias Döpfner proposed joining a bid for TikTok's European business over lunch with Charles Kushner, the US ambassador to France |
| 2:25 AM • | AJ Vicens / Reuters: Microsoft says China-linked hackers used AI penetration testing tool ARTEX to compromise ConnectWise as part of a campaign targeting hundreds of organizations |
| 2:20 AM • | Nikkei Asia: A Micron labor union staged Taiwan's first-ever strike in the semiconductor industry on Thursday, demanding a regular profit-sharing scheme for its employees |
| 2:15 AM • | New York Times: US SEC filings show how Meta restructured its stock to shield Mark Zuckerberg from California's proposed wealth tax, after he said he'd sell his Palo Alto home |
| 1:00 AM • | Rhea Rose Abraham / Reuters: Epic says “Fortnite is coming back to the App Store in Australia” on Thursday after a federal court ruled in an antitrust case that Apple must open up iOS |
| 12:55 AM • | Marcus Mendes / 9to5Mac: An Australian federal judge rules Apple must let Australian iPhone users install apps from third-party app stores starting March 1, 2027; Apple plans to appeal |
| 11:50 PM • | Sarah Perez / TechCrunch: Walmart unveils Agent Gateway, an MCP server that lets AI agents shop on its site, and Agent Profiles that authorize agents and track their purchases separately |
| 11:00 PM • | Lulu Yilun Chen / Bloomberg: Sources: DeepSeek raised ~$15B in its latest fundraising round, one of China's largest ever, with CATL and Tencent among the biggest contributors |
| 10:50 PM • | Lily Hay Newman / Wired: AWS analysts say that at least one actor attempted to exploit the PHP2Shell vulnerabilities on October 17, four days before their public disclosure and patching |
| 10:00 PM • | Aarian Marshall / Wired: GM says it plans to debut OnStar AI, an in-car assistant that can execute vehicle functions and run diagnostics via voice commands, in the 2027 Cadillac Lyriq |
| 9:05 PM • | Bloomberg: Sources: advisers within Elon Musk's empire are pushing to announce a SpaceX-Tesla merger by H1 2027 so it can close while President Trump remains in power |
| 8:05 PM • | Jacob Cooper / Railway Blog: Cloud provider Railway says an unauthorized party may have accessed customers' encrypted environment variables and, for some, obtained the decrypted contents |
| 7:50 PM • | Kyt Dotson / SiliconANGLE: AuxoAI, which helps large businesses build and deploy AI systems, raised a $20.7M Series A led by NTTVC to accelerate growth and scale enterprise AI consulting |
| 6:35 PM • | Christina Kyriasoglou / Bloomberg: SAP: Q3 cloud revenue up 25% YoY to €6.67B, vs. €6.57B est., total revenue up 12% to €10.27B, current cloud backlog up 26% to €24.1B, all in constant currencies |
| 6:20 PM • | Elias Schisgall / Wall Street Journal: IBM reports Q3 revenue up 5% YoY to $17.1B, above $16.82B est., net income up 26% to $2.19B, software revenue up 8% to $7.8B, and infrastructure revenue up 4% |
| 6:10 PM • | Swati Khandelwal / The Hacker News: GitLab patches a critical flaw, rated 10.0, that lets unauthenticated attackers run code on self-managed servers, affecting every release since 7.0 in 2014 |
| 5:55 PM • | Ian King / Bloomberg: Texas Instruments reports Q3 revenue up 28% YoY to $6.06B, above $5.93B est., net income up 78% YoY to $2.43B, and forecasts $5.8B-$6.3B in Q4, vs. $5.73B est. |
| 5:20 PM • | Business Insider: Mark Zuckerberg says Muse has drawn 10M+ users since its launch and 25%+ of users are making purchases through the app, with an average purchase size of $200+ |
| 5:05 PM • | Riley Griffin / Bloomberg: Meta expects its 2026 capex to be $135B-$145B, up from $130B-$145B previously, and forecasts Q4 revenue of $73B-$76B, vs. $73.6B est.; META jumps 3%+ pre-market |
| 5:01 PM • | Claude: Anthropic debuts Claude Duet, a proactive agent app for iOS, Android, and the web that works in the background, in research preview for US Pro and Max users |
| 4:50 PM • | Bloomberg: Filing: Mark Zuckerberg commits to staying in Meta's HQ jurisdiction in return for nonvoting shares; he weighed leaving California over a proposed wealth tax |
| 4:20 PM • | Meghan Bobrowsky / Wall Street Journal: Meta says it will create a new class of nonvoting stock to raise capital for developing and serving AI models, with the 2-for-1 stock split on January 19, 2027 |
| 4:10 PM • | Meta: Meta reports Q3 revenue up 26% YoY to $64.6B, operating income down 37% YoY to $12.99B on a $9.9B AG settlement, and family DAP up 3% YoY to 3.64B for September |
| 3:45 PM • | OpenAI: OpenAI, PerturbAI, and Scripps say thousands of GPT-Rosalind agents analyzed data on millions of mouse brain cells in 32 minutes, a job that takes humans months |
| 3:10 PM • | Tom Warren / The Verge: Microsoft reveals pricing for Xbox Cloud Gaming without Game Pass, for Xbox Insiders now and everyone in November: 10 hours for $4, 25 for $8, and 50 for $12 |
| 1:45 PM • | Rachel Metz / Bloomberg: Flapping Airplanes, which is working on methods to train AI models using less data and compute and make the chips more efficient, raised $1B at a $6B valuation |
| 1:33 PM • | Jonathan Vanian / CNBC: A New Mexico court orders Meta to pay $25B in penalties after a jury found Meta misled residents about its data practices in the Cambridge Analytica scandal |
| 1:15 PM • | Jason Schreier / Bloomberg: Source and leaked memo: EA plans to cut ~400 jobs, or ~3% of its total staff, and shut down BioWare; EA went private in August following a $55B leveraged buyout |
| 1:05 PM • | Wired: The PHP Foundation says its patches for the RCE vulnerabilities are limited to PHP 8.2 and newer, leaving legacy deployments dependent on third-party vendors |
| 12:35 PM • | Will Knight / Wired: Recursive releases Flint, an open-weight, 40B-parameter coding model developed with its Eureka Machine AI system, which automated most of the development |
| 12:10 PM • | Alex Konrad / Upstarts Media: Watchtower, which uses AI and simulation software to help the US Armed Forces make logistical decisions, emerges from stealth with a $35M seed |
| 11:35 AM • | The PHP Foundation: The PHP Foundation details how it found and fixed the two flaws, and says it had to release patches a day early after the two CVE IDs began circulating online |
| 11:25 AM • | Reuters: Several government, school, and hospital websites in Europe were taken offline as organizations rush to protect themselves from two critical PHP security flaws |
| 10:50 AM • | Natasha Mascarenhas / Bloomberg: Whop, which helps people start, run, and scale businesses and uses AI to suggest business decisions, raised $205M led by Sequoia Capital at a $5.1B valuation |
| 10:31 AM • | OpenAI: OpenAI says the PHP flaws, found using GPT-5.6 Sol, “are among several significant vulnerabilities” it found and expects “similar findings to increase sharply” |
| 10:30 AM • | Sean O'Kane / TechCrunch: Mach9, which pivoted from robotics hardware to AI-powered CAD software for civil engineering, raised a $34M Series A co-led by First Round and Bessemer |
| 10:20 AM • | Cloudflare: Cloudflare says it deployed WAF mitigations for all free and paid tier customers to combat two PHP flaws by default, about nine hours ahead of public disclosure |
| 10:15 AM • | Chris Rohlf / Anthropic: Claude flagged 493 security issues across 25 open-source projects, covering 5M+ lines of C, C++, Java, PHP, and Python code; one went unnoticed for 21 years |
| 10:06 AM • | Robert McMillan / Wall Street Journal: PHP's creators disclose a critical memory-management vulnerability, dubbed “PHP2Shell”, that affects up to 70% of websites, discovered via GPT-5.6 Sol in August |
| 10:03 AM • | PHP: PHP releases security fixes for two critical unauthenticated RCE vulnerabilities, affecting all web request-serving installations, and urges PHP users to update |
| 9:50 AM • | Radhika Rajkumar / ZDNET: ServiceNow and Nvidia launch Arc, a personal, long-running enterprise AI agent for productivity tasks across email and Teams, for RTX Spark and Nvidia OpenShell |
| 9:45 AM • | Rosie Harris-Davison / City A.M.: Stockholm-based legal AI startup Legora raised a $550M Series E at an $8.8B post-money valuation led by Atreides, up from $5.55B after a $550M Series D in March |
| 9:15 AM • | Alix Coutures / The Information: OpenAI expands ChatGPT ads to 26 additional countries, taking the total to 83 countries, and says the platform has 100K+ advertisers, up from 20K in late August |
| 8:55 AM • | Julian Chokkattu / Wired: Apple says it plans to add Reachability to the iPhone Duo later in 2026, helping users with small hands more easily access the left or right edges of the screen |
| 8:40 AM • | Andrew J. Hawkins / The Verge: Spotify unveils its first native in-car app, built on Android Automotive OS and available now on select Audi models, with a custom UI controlled by Spotify |
| 8:30 AM • | Thomas Claburn / The Register: Nvidia launches its OpenShell Reference Architecture, a framework to secure and monitor AI agents, partnering with Canonical, AWS, Google, Microsoft, and others |
| 8:25 AM • | Bloomberg: GTC Berlin: Jensen Huang pushes Europe on AI adoption, saying “for Europe to benefit from AI ... you need all the end markets, the end industries to adopt AI” |
| 8:15 AM • | Jordan Novet / CNBC: OpenAI says it will make its AI models available on Google Cloud's model garden and Antigravity coding tool in the coming weeks, after launching on AWS in April |
| 8:07 AM • | The Verge: iPhone Duo review: a fun device with a cool matte inner display, but the cover display is too small, it is heavy and bulky, the cameras are OK, and it gets hot |
| 8:05 AM • | Reuters: Memo: eBay is cutting ~9% of its workforce to simplify operations and shift resources to its fastest-growing areas; eBay cut ~6%, or 800 employees, in February |
| 7:50 AM • | Foo Yun Chee / Reuters: The EU Commission opens a DSA investigation into whether Booking Holdings' Booking.com is doing enough to weed out fraud and phishing to comply with EU rules |
| 7:30 AM • | Beatrice Nolan / Fortune: AI code-testing startup Blacksmith raised a $66M Series C led by Sequoia Capital at a $1B valuation, up from $550M after raising a $45M Series B in August |
| 7:20 AM • | Financial Times: A look at Elon Musk's potential SpaceX-Tesla merger, which would create a $3.6T company at current prices but faces hurdles from shareholders and regulators |
| 7:05 AM • | Emily Mullin / Wired: Coherence Neuro, which is developing AI models and brain implants to help combat brain tumors, raised a $45M seed from the OpenAI Startup Fund and Founders Fund |
| 6:45 AM • | Ben Cohen / Wall Street Journal: Demis Hassabis says he expects AGI within two to three years, down from his three-to-five-year prediction earlier in 2026, and discusses AI's science potential |
| 6:30 AM • | Dario Amodei / @darioamodei: Dario Amodei says Anthropic's “race to the top” makes AI safer, lists nine safety decisions with “substantial costs”, and admits to mishandling a draft AI bill |
| 6:20 AM • | Charlotte Trueman / DatacenterDynamics: Nvidia unveils the DSX POD, a modular containerized version of its Vera Rubin reference architecture to cut data center deployment from six months to 14 days |
| 6:10 AM • | Ephrat Livni / New York Times: China criticizes the US DHS's DeepSeek ban, vowing “resolute countermeasures” while rejecting allegations from the FBI and AI labs of illicit distillation |
| 5:55 AM • | Anthropic: Anthropic and Citrini Research use an internal Claude model to autonomously generate protein minibinders against five scorpion neurotoxins, testing 211 designs |
| 5:45 AM • | Reuters: Micron and the union of workers at its Taichung facility sign a multi-issue agreement, without sharing details, resolving tensions at its largest Taiwanese site |
| 4:00 AM • | Kieran Smith / Financial Times: Memo: Nscale CEO Josh Payne says Nscale has “more than $100B in contracted revenue”; sources say it still plans to list by 2026's end at a $30B-$35B valuation |
| 2:40 AM • | Arnaud Bertrand: A look at Chinese philosophers' views on AI; one says aligning AI to human values may be a “suicidal mistake” and a second fears the “machinization of humans” |
| 2:25 AM • | Rafe Rosner-Uddin / Financial Times: OpenEvidence says nearly two-thirds of the US' ~1M physicians use its AI search engine; a source says it is on track to generate $400M-$500M in 2026 ad revenue |
| 2:20 AM • | Reuters: Sources: Samsung and SK Hynix are upgrading their China fabs to produce NAND flash chips with 200+ layers, aiming to fend off fast-growing Chinese rival YMTC |
| 2:05 AM • | Gabrielle Ng / Bloomberg: Google, Temasek, and Bain: online spending in Southeast Asia to rise ~17% YoY to $368B in 2026 despite economic headwinds, as businesses use AI to spur spending |
| 1:40 AM • | Financial Times: Netflix executives and industry insiders say co-CEO Ted Sarandos architected Netflix's growth strategy outside the US, which the now-fired Bela Bajaria executed |
| 1:20 AM • | Dan Goodin / Ars Technica: A report claims exploit tool PHP2Shell enables RCE on PHP sites; watchTowr says two vulnerabilities affect every version since PHP 5, which was released in 2004 |
| 12:40 AM • | Nic Fildes / Financial Times: NextDC's stock fell as much as 44% to AU$5.15 after the Australian data center company cut its earnings forecast by 33%+; its shares were above AU$16 in June |
| 11:40 PM • | OpenAI: OpenAI says two agents, one GPT-6.1 Sol and one GPT-6 Astra, weakened misalignment monitoring while making requested changes during two internal coding tasks |
| 10:50 PM • | Bloomberg: Sources: DayOne is weighing options for its US IPO, including a delay or smaller listing that could raise $2.5B to $3B, after initially seeking up to $5B in Q4 |
| 10:10 PM • | Will Douglas Heaven / MIT Technology Review: An interview with Goodfire researcher Nick Cammarata, whose viral blog post claimed LLMs are easier to understand than previously thought, as others push back |
| 9:10 PM • | David Gibson / The Verge: Thiel's leaked Rome lectures cast EA and AI “safetyism” as Antichrist forerunners, Bill Gates as “Mr. Hyde”, and Eliezer Yudkowsky as “more Luddite than Greta” |
| 8:10 PM • | Phoebe Liu / The Information: Sources: Nvidia is in talks to invest hundreds of millions of dollars in cloud provider Firmus, which pulled its IPO on October 8, citing market volatility |
| 8:05 PM • | Kirsten Korosec / TechCrunch: Reliable Robotics, which develops an autonomous flight system, raised a $115M extension in equity and debt for its $160M Series D, pushing its valuation to $1B+ |
| 7:15 PM • | Emma Hinchliffe / Fortune: An interview with OnlyFans CEO Keily Blair about plans to offer financial services to its 2.5M active creators, abuse risks, a “pathway toward an IPO”, and more |
| 6:30 PM • | Abner Li / 9to5Google: Google says it is rolling out Personal Intelligence for Gemini on Android Auto now, and to cars with Google built-in in the coming months, as an opt-in feature |
| 6:00 PM • | Dina Bass / Bloomberg: Paris-based Pigment, which makes AI-powered business tools for forecasting finances, creating decks, and planning operations, raised $250M at a $2.3B valuation |
| 5:55 PM • | Lawrence Abrams / BleepingComputer: PHP's development team plans to release patches on Wednesday at 10am ET to fix two vulnerabilities, each rated 9.2; watchTowr researchers say they are RCE flaws |
| 5:45 PM • | Andrew J. Hawkins / The Verge: Elon Musk says Tesla and SpaceX have formed “special committees” to discuss a merger and he “can't be in the conversation”; SPCX jumps 8%+ and TSLA rises 2% |
| 5:30 PM • | Dan Goodin / Ars Technica: Eight intermediate TLS certificates from eMudhra with private key sizes of just 3 to 8 bits were compromised; browser makers and major apps have blocked them |
| 5:05 PM • | Dina Bass / Bloomberg: Super Micro reports preliminary Q1 revenues of $18.5B to $19.5B, above $15B est., and gross margins of 12% to 12.5%; SMCI jumps 11%+ |
| 4:55 PM • | Becky Peterson / Wall Street Journal: SpaceX reports Q3 capex up 184% YoY to $19.6B and Q3 connectivity revenue, including Starlink, up 69% YoY to $5.2B, and Starlink subscribers up 13% YoY to 13.6M |
| 4:50 PM • | David Morris / Bloomberg: WSJ: Anthropic's draft S-1 shows it spent nearly $9B on compute and infrastructure in H1 2026, up from $2.3B in H1 2025, and may spend $750B in the coming years |
| 4:45 PM • | Todd Spangler / Variety: Netflix says it expects FY 2026 ad revenue of ~$2.7B, under its ~$3B forecast, and its Q4 operating margin will be impacted due to costs associated with layoffs |
| 4:35 PM • | Wall Street Journal: Sources: Elon Musk ordered the Starshield slowdown in Ukraine and discussed it with Trump after it became public; some US officials say Musk acted unilaterally |
| 4:26 PM • | Lora Kolodny / CNBC: SpaceX reports Q3 revenue up 161% YoY to $14.58B, above $12.72B est., AI revenue up 830% YoY to $7.56B, and AI operating income of $431M, up from a $1.72B loss |
| 4:15 PM • | Nicole Sperling / New York Times: Netflix says despite investor concern about its view-hours growth, its engagement is “healthy” and it will try to bring more third-party content to its service |
| 4:10 PM • | Sarah Whitten / CNBC: Netflix reports Q3 revenue up 12% YoY to $12.87B, meeting est., and net income up 44% YoY to $3.66B, in part due to the timing of expenses; NFLX drops 4%+ |
| 3:46 PM • | Anissa Gardizy / Wall Street Journal: Anthropic's IPO prospectus: ~$16.3B in H1 2026 revenue, ~20% from two clients and up from $1.1B in H1 2025, and an $80.7B net loss, $72B from accounting charges |
| 3:45 PM • | Sebastian Herrera / Fortune: A profile of Xbox CEO Asha Sharma; sources say Xbox plans a major Game Pass overhaul, a next-gen handheld by late 2027, and a next-gen console by late 2028 |
| 3:25 PM • | Spencer Soper / Bloomberg: Amazon plans to hire 300K+ US seasonal, part-time, and full-time workers for the upcoming holiday shopping season, up 20% YoY, paying $20-$24/hour on average |
| 3:00 PM • | Julie Bort / TechCrunch: Google debuts TorchTPU, an open-source version of PyTorch for running AI apps on TPUs and Google Cloud via a simple configuration change and no code rewriting |
| 2:40 PM • | Joann Muller / Axios: Oro Mobility, a Hertz-owned fleet management business that has a deal to manage Uber's planned Lucid robotaxi fleet starting in San Francisco, raised $80M |
| 2:35 PM • | Luc Cohen / Reuters: A US judge dismisses a civil sexual abuse lawsuit brought against Sam Altman by his sister, after she refused to appear for an independent medical examination |
| 2:20 PM • | Madison Mills / Axios: OpenAI acquires Orchestra Bio, which builds AI agents to help manage drug development, and plans to integrate the tech into Rosalind, its life sciences AI suite |
| 2:05 PM • | Dennis Crowley / Teendrama Snippets: Foursquare co-founder says the company was acquired in September in a deal resulting in a $0 payout for equity holders, and faults leadership installed in 2021 |
| 1:45 PM • | The Information: Sources: Sam Altman told OpenAI staff of three AI endgames: an IAEA-style regulator, a CERN-like lab merger, or one lab using RSI to “melt everyone else's GPUs” |
| 1:30 PM • | Sarah Perez / TechCrunch: Sensor Tower: Muse passed 10.9M downloads since its September debut, 10.2M of them in the US, becoming the 12th app to hit 10M US downloads in its first 40 days |
| 12:50 PM • | Bloomberg: Sources: Polymarket's investors pressured CEO Shayne Coplan to fix its financial controls; Elon Musk's lawyer, Alex Spiro, joined its board and now helps daily |
| 12:12 PM • | Mike Allen / Axios: Meta Chief Global Affairs Officer Joel Kaplan plans to leave in 2027, after 15+ years as Mark Zuckerberg's top DC adviser; Kaplan helped Meta get close to Trump |
| 11:55 AM • | Bloomberg: ASI, which makes AI tools for the military and air traffic controllers, raised a $325M Series C at a $3B valuation, after winning an $875M FAA contract in June |
| 11:00 AM • | Jeremy Kahn / Fortune: Daytona, which is building cloud infrastructure for AI agents, raised a $60M Series B led by FirstMark at a $1B valuation, bringing its total funding to ~$91M |
| 10:35 AM • | Chris Metinko / Axios: Firefly, whose AI software connects with existing cameras, radios, and sensors to detect incidents and coordinate responses in real time, raised a $20M Series A |
| 9:55 AM • | Politico: Sources: OpenAI has retreated from advocating for strict export controls on US chipmakers selling to China, a boon for Nvidia and aligning with President Trump |
| 9:35 AM • | Katie McQue / NPR: TikTok staff depositions: TikTok executives ignored internal warnings about child sexual exploitation on Live, where staff said minors appeared in livestreams |
| 9:25 AM • | Kate Rooney / CNBC: Arda, which builds AI software and agents to accelerate assembly lines and manufacturing, raised $230M at a $1.5B valuation led by Altimeter, Accel, and Khosla |
| 9:15 AM • | Tim Fernholz / TechCrunch: Eka Robotics, which is developing a “vision-force-action” architecture for its physical AI models, raised a $150M Series A at a $1.45B post-money valuation |
| 9:05 AM • | Saritha Rai / Bloomberg: DeepSeek open-sources DeepInfer, its high-performance inference framework that powers its production services, starting with support for DeepSeek-V4.1-Flash |
| 8:35 AM • | Bloomberg: Salesforce agrees to acquire AI-powered marketing platform Braze for nearly $5.7B in enterprise value, paying $47.50 per share, set to close from February 2027 |
| 8:25 AM • | Sarah Perez / TechCrunch: Spotify launches paid podcast memberships in 34 markets, including the US; creators can offer perks like bonus content or fewer ads and keep 90% of the revenue |
| 8:15 AM • | MacKenzie Sigalos / CNBC: Apple says it will commit up to $100M over three years to Pennsylvania-based Perryman, a titanium supplier for the iPhone Duo, and expand its Qnity partnership |
| 8:05 AM • | Reuters: Chinese state media: China inaugurates the National Data Group, a new state-owned enterprise that will focus on developing and utilizing data resources |
| 7:55 AM • | Ivan Mehta / TechCrunch: Note-taking tool Otter.ai raised $320M in non-dilutive capital from General Catalyst's Customer Value Fund; PitchBook says it raised $50M prior to this round |
| 7:35 AM • | Bloomberg: Four Z.ai founders participated in a 2018 to 2021 research project co-funded by CGTRI, which the UK's MI5 said had “very strong ties” to China's main spy agency |
| 7:20 AM • | Financial Times: Alibaba, Tencent, and Huawei are pouring billions into data centers in Shaoguan, China, a hinterland region with cheap power and a cool climate, angering locals |
| 7:11 AM • | Bloomberg: Google says Cloud services in its London region are recovering after a “power event” caused a multi-hour outage that affected Revolut and several European banks |
| 6:55 AM • | Shakeel Hashim / Transformer: AI safety advocates widely criticize Anthropic's leaked US federal AI bill as much weaker than the bipartisan FRONTIER Act, undermining its safety-first pitch |
| 6:35 AM • | Paul Sandle / Reuters: The UK CMA proposes that Apple lower fees and remove technical barriers to its contactless tech to help Apple Pay rivals; a consultation runs until November 17 |
| 6:30 AM • | Ram Iyer / TechCrunch: Estonia-based web traffic security tools startup Blackwall raised a $100M Series C led by AVP at a $2.2B valuation, after raising a €45M Series B in March 2025 |
| 6:20 AM • | Reuters: Sources: ByteDance, Alibaba, and Tencent ordered 3M+ of Nvidia's new RTX PRO 5500 GPUs, worth $35B+, in a rush to secure less powerful, export-compliant chips |
| 6:15 AM • | Katerina Eva Matsa / Pew Research Center: Survey: 20% of US adults regularly consume news on TikTok, up from just 3% in 2020; 39% of those aged 18 to 29 and 25% of those aged 30 to 49 do so regularly |
| 6:10 AM • | Mark Bergen / Bloomberg: Amazon pledges to spend €16B+ in Germany in 2027 on AWS and AI data centers, its Leo satellite internet, Prime Video media production, and a Berlin robotics lab |
| 6:05 AM • | Luke Kehoe / Ookla: Analysis: London fell from 7th to last place out of 18 European capitals for median mobile download speed from 2021 to 2026; 5G adoption has outrun 5G capacity |
| 5:50 AM • | OpenAI: OpenAI says its new models are better for building and migrating software in low-resource legacy programming languages like COBOL, Fortran, and Visual Basic |
| 5:40 AM • | Bloomberg: The US sanctions Chinese VC firm MiraclePlus for financing Zhisuan, founded by Ding Linwei, who in 2026 was convicted of stealing Google's AI trade secrets |
| 4:00 AM • | Kimberley Kao / Wall Street Journal: Ant-backed Mynt, which runs mobile wallet app GCash, rose as much as 2.4% in Manila after raising $841M in the Philippines' largest-ever IPO, valuing it at ~$7B |
| 2:15 AM • | Sam Biddle / The Intercept: Leaked documents detail ECHOTRIBBLE, a nascent US Army Cyber Command program for agentic AI to autonomously navigate networks to identify and neutralize targets |
| 12:45 AM • | Saritha Rai / Bloomberg: Chinese robovan maker Neolix raised a $400M Series E led by Boyu, taking total funding to $1.4B+; it operates 30K+ vehicles in 300+ cities across 20 countries |
| 11:45 PM • | Angus Whitley / Bloomberg: An Australian minister says the eSafety Commissioner plans to sue Meta, TikTok, Snap, and YouTube over alleged non-compliance with the under-16 social media ban |
| 11:05 PM • | Eric Newcomer / Newcomer: Mercury CEO Immad Akhund says the fintech hit $1B in annualized revenue, up ~50% YoY, now has 450K+ customers, and is launching a payroll service |
| 9:45 PM • | Jason Hiner / The Deep View: Inception debuts Mercury 3, a diffusion LLM that it says tops GPT-6 Luna, Claude Haiku 5.5, and GLM-5.3 Flash on agentic benchmarks while being 4x to 8x faster |
| 8:56 PM • | Bloomberg: Seoul-based data center infrastructure company Elice falls 30%+ in its Kosdaq debut, the worst-ever opening day for a sizable Korean IPO, after raising ~$151M |
| 7:38 PM • | Reuters: Sources: OpenAI is racing to secure investor commitments before Anthropic's expected mid-November IPO, at a $1.4T+ valuation; source: OpenAI could raise ~$30B |
| 7:30 PM • | Wall Street Journal: Sources: Ted Sarandos complained for months that Netflix was short on new hit shows and lower US watch time; Netflix just fired its film chief and content chief |
| 7:10 PM • | Ellen DiMauro / Semafor: Sources: Waymo aims to expand its fleet to 8,000 by the end of 2026, up from 4,000 now, and to 20,000 by the end of 2027, after raising $5B in debt in October |
| 6:40 PM • | Bloomberg: Sources: Eric Schmidt, who owns ~1% of Anthropic after investing tens of millions in its Series A, is poised to have one of the largest windfalls from its IPO |
| 6:35 PM • | Cloudflare: Cloudflare debuts Clairic, a System One-class extraction model it says processes unstructured data faster, more cheaply, and more accurately than normal LLMs |
| 5:55 PM • | Leah Nylen / Bloomberg: The US FTC clears Publicis' $2.2B LiveRamp acquisition, subject to a consent decree requiring equal access to LiveRamp's data connectivity tools for all clients |
| 5:25 PM • | John Koetsier / Forbes: Dream Labs, which offers a public API for its Dream-1 robot foundation model trained on human videos, raised a $90M seed led by B Capital and Kindred Ventures |
| 4:00 PM • | Paige Smith / Bloomberg: Ramp says it applied to the US OCC for a trust bank charter that, if approved, would allow it to offer fiduciary investment management and digital asset custody |
| 3:55 PM • | Bloomberg: Sources: Nscale is in talks for a second deal with Anthropic worth ~$45B to deliver 460MW of computing power at its West Virginia campus using Vera Rubin chips |
| 2:25 PM • | Engineering at Meta: Meta details Prometheus, its gigawatt-scale supercluster in Ohio, which Meta is scaling to ~1M GPUs and used to train its Muse family of foundational models |
| 2:20 PM • | Dominic-Madori Davis / TechCrunch: Town, which develops enterprise AI assistants, raised a $108M Series B at a $1B valuation led by Forerunner and Menlo, after announcing a $55M Series A in June |
| 2:05 PM • | Sarah Perez / TechCrunch: Developers and vibe coders are using AI tools like Claude Code to remove sponsored ads on their smart TVs, speed up app launchers, disable tracking, and more |
| 1:50 PM • | Ryan Lawler / Axios: NYC-based Prism Data, which provides credit-scoring data and analytics that help lenders assess borrowers, raised a $20M Series A led by Story Ventures |
| 1:15 PM • | Alex Konrad / Upstarts Media: Tolan, an AI assistant focused on users that are not tech-savvy, raised $30M from USV, Khosla Ventures, and Homebrew, and says 70% of its users are women |
| 1:05 PM • | The Information: Sources: DeepSeek and Huawei are collaborating on future AI chip designs and DeepSeek plans to start using Ascend 950DT for pretraining as soon as 2026's end |
| 12:20 PM • | Blake Brittain / Reuters: SCOTUS rejects an appeal by BMG, Sony Music, UMG, and Warner Music, upholding a decision that copyright termination rights apply globally, not just in the US |
| 12:15 PM • | Chance Miller / 9to5Mac: Apple announces a “Pro and tell” event on October 28 at 10am PT in LA, where its first touchscreen MacBook, a 14-inch MacBook Pro with M6, and more are expected |
| 11:55 AM • | Todd Bishop / GeekWire: Amazon launches TorchNeuron, an open-source framework that lets developers run PyTorch code on Amazon's Trainium chips with no rewriting needed, in public beta |
| 11:40 AM • | Stephen Nellis / Reuters: AI infrastructure startup Modal says it plans to start using Nvidia's Vera CPUs for the first time for hosting agents, alongside its current Intel and AMD chips |
| 11:30 AM • | MiniMax: MiniMax launches M3.1 Flash, saying it delivers “a generational leap” in agentic tasks, coding, computer use, and cybersecurity, with weights due October 23 |
| 11:10 AM • | ProPublica: Sources: DHS officials asked CISA to hack a voting machine to report vulnerabilities to the White House without telling the vendor; the request wasn't acted on |
| 10:55 AM • | Connor Hart / Wall Street Journal: The US DHS orders all federal civilian agencies to remove DeepSeek's tech from their IT systems and prohibits future procurement of its products and services |
| 10:35 AM • | Brian Krebs / Krebs on Security: Sources: US investigators pursuing ShinyHunters, which stole FBI data, identified executives at two ransomware negotiation firms who had unusually close ties |
| 10:25 AM • | Dan Mangan / CNBC: Filing: US prosecutors say OpenAI suspect Abdulrahman Alfozan maintained frequent WhatsApp contact in 2025 and 2026 with an unnamed Saudi Royal Family member |
| 10:15 AM • | Stephanie Palazzolo / The Information: Source: Anthropic is preparing a model with better intuition and reasoning that can discern underlying intentions and is better at thinking outside of the box |
| 9:25 AM • | Todd Bishop / GeekWire: Microsoft debuts new security tools in Microsoft 365 E7 and its Project Perception system that treat AI agents as potential insider threats via risk assessments |
| 9:05 AM • | Lauren Feiner / The Verge: How Democrats, who polls predict will flip at least one chamber of Congress in the midterm elections, are preparing to aggressively scrutinize the AI industry |
| 8:30 AM • | Raphael Satter / Reuters: Researcher: a Chinese-speaking hacker used AI agents to target 1,200+ websites and breach 100+ entities, like Deere and SharkNinja, spending ~$5,000 in tokens |
| 8:20 AM • | Belle Lin / Wall Street Journal: Tel Aviv-based doubleAI releases a code execution model for improving GPU and CPU performance; doubleAI raised $220M, using ~50% to buy 1,000 Nvidia B300 chips |
| 8:10 AM • | Yazhou Sun / Bloomberg: Vinted sees an influx of listings suspected of containing stolen goods following widespread French riots, which hit Sephora, Louis Vuitton, Burberry, and others |
| 7:55 AM • | Financial Times: Deutsche Telekom, Orange, Telefónica, and Vodafone agree to explore a joint bid to offer “direct-to-device” satellite service in Europe, challenging Starlink |
| 7:45 AM • | Bloomberg: AI chip startup Tenstorrent raised a $1.5B Series E led by Trace Capital and Innovation X at a $6.2B valuation, up from $2.6B after raising $700M in 2024 |
| 7:30 AM • | Jeremie Eliahou Ontiveros / SemiAnalysis: Analysis: companies are set for a massive acceleration of 50GW+ in data center capacity additions in 2027; 24GW+ across 40 campuses are in the advanced stages |
| 7:10 AM • | Maddy Varner / Wired: Character.AI's Chapter 11 court filings indicate a two-part deal with Disney to transfer talent and tech, shielding Disney from Character.AI's legal liabilities |
| 6:50 AM • | Theo Francis / Wall Street Journal: A look at Anthropic's opaque, five-member Long-Term Benefit Trust, where members own no Anthropic equity but hold enormous sway by appointing most of its board |
| 6:30 AM • | Matthias Bastian / The Decoder: Google DeepMind says four Gemini 4 Argon agents beat Minecraft without any human help in 27 hours and 14 minutes, costing $1,620 at Argon's planned 2027 price |
| 6:00 AM • | Reed Stevenson / Bloomberg: Foxconn agrees to acquire a 50% stake in Mitsubishi's automotive components unit for ~$727M; Mitsubishi will provide autonomous tech for Foxconn's EV platforms |
| 5:40 AM • | Kai Nicol-Schwarz / CNBC: Elon Musk says “I will give one of my SpaceX shares to every kid in America” in 2027, a gift worth ~$10.5B, after Anthropic committed 5% of its shares to APBF |
| 5:15 AM • | Wccftech: Q&A with Nvidia's Vera team on agentic AI driving CPU demands and forcing CPU design back to prioritizing single-threaded performance over core counts, and more |
| 4:40 AM • | Caroline Haskins / Wired: How the data center industry courts kids amid a backlash: 11+ firms and groups hosting field trips since 2025, flag kits and cards for first graders, and more |
| 4:00 AM • | Kevin Townsend / SecurityWeek: CyberSN: US cybersecurity job postings fell 26.4% YoY to a four-year low of 235,786 roles from January to September; AI security engineer demand soared 268.3% |
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