Mittwoch, 28. Oktober 2026

17:25
ServiceNow reports Q3 subscription revenue up 21% YoY to $3.99B, forecasts Q4 current remaining performance obligations below est.; NOW drops 15%+ after hours
Bloomberg
16:40
Microsoft reports Q1 capex of $45.2B, up from $34.9B a year earlier and below its own $50B projection, and free cash flow of $18.6B, vs. $8.54B est. by analysts
Reuters
16:30
Alphabet reports Q3 YouTube ad revenue up 9% YoY to $11.2B, below estimates, and Google ad revenue hit $82.01B, up from $74.18B in Q3 2025
Variety
16:12
Alphabet reports Q3 revenue up 25% YoY to $127.6B, Google Cloud revenue up 103% to $30.7B, and Google Services revenue up 11% to $96.3B
Alphabet
16:10
Microsoft reports Q1 revenue up 19% YoY to $92.3B, Azure revenue up 48% to $33.2B, operating income up 21% to $45.9B, and net income up 32% to $36.6B
Microsoft
15:40
Oracle pledges to limit new financing to $20B through FY 2030, expects free cash flow to turn positive in H2 FY 2028 and top $30B in FY 2029; ORCL jumps 11%+
Reuters
15:10
NY Gov. Kathy Hochul signs bills banning AI chatbots from using “unsafe features” for minors and requiring security features in internet-connected baby monitors
Bloomberg Government
14:25
Apple adds a 512GB RAM configuration for the Mac Studio with the M5 Ultra chip, starting at $22,299; the M5 Max model maxes out at 128GB of RAM
MacRumors
14:20
Artificial Analysis unveils the Intelligence Index v5 with new coding and science benchmarks; 60% of the Index is based on private test sets or held-out answers
Artificial Analysis
14:01
Google and Xreal launch the Xreal Aura wired XR glasses, with Android XR and a puck with Snapdragon Reality Elite, for $1,099+ through December, then $1,279+
TechCrunch
13:40
Apple's touchscreen MacBook Pro is the first Mac with the Dynamic Island, offering similar functionality to the iPhone; the Dynamic Island launched in 2022
MacRumors
13:35
Apple says the touchscreen MacBook Pro has a “newly designed hinge” for stability and an “enhanced six-speaker” system; the 14" model is 3lb and the 16" is 4lb
The Verge
13:30
John Ternus says the Mac is “first and foremost” a device “built around the trackpad and keyboard”, but sometimes “it's comfortable and handy to have touch”
Wired
13:16
Apple unveils a touchscreen MacBook Pro with a 14" or 16" PROLED XDR display, a light-up Apple logo, M5 Pro and M5 Max, for $2,899+ and $3,399+
Apple
13:09
Google unveils Gemini 4 Carbon, its “strongest model with state-of-the-art cybersecurity” capabilities, ranked #1 on Artificial Analysis' new Intelligence Index
Google
12:35
GitHub says it's seeing 7.4B commits per month, up from 2.9B in August, and has added 4M CPU cores and 160PB of storage in 2026 so far to support this growth
The New Stack
12:30
GitHub says Copilot Fusion, which handles model selection and orchestration, is now generally available, releases the GitHub Copilot app, and more
The New Stack
12:10
Reddit rolls out a dual-feed homepage, with For You and Following feeds, joining TikTok, Instagram, and others in offering a For You feed
TechCrunch
11:35
OpenAI says it's launching an election “war room” ahead of the US midterms to identify potential spread of misinfo or other efforts to disrupt the elections
Politico
11:20
Nvidia debuts Nemotron 3.5 Transcribe, an open-weight model for multilingual audio transcription and translation, and Granary v2, its open-source speech dataset
SiliconANGLE
10:40
Foundry, a manufacturing-as-a-service startup that builds factories with robots powered by physical AI models, raised a $100M Series A led by Marlinspike
The Information
10:30
Dropbox plans to cut ~6% of its staff, or ~200 jobs, costing $27M to $33M in severance and related costs, and says CTO Ali Dasdan will step down on November 18
Reuters
09:50
X adds an intrusive promotional animation of an arm reaching across the screen to direct users to a “promote” post button, targeting verified and Premium users
The Verge
09:40
Chinese PCB maker Dongshan rises on its Hong Kong debut, after raising ~$1.3B in an IPO, below its $3B goal, at a $30B valuation, amid a tricky IPO market
Bloomberg
09:30
Amazon Kindle Paperwhite and Kindle Colorsoft review: premium feel, lightweight, nice colors, and snappy performance, but expensive after price increases
Wired
08:55
Announcing Artificial Analysis Intelligence Index v5, featuring 2 new benchmarks and 3 upgrades. For the first time, the majority of the Index is built on private datasets The Artificial Analysis Intelligence Index is our composite measure of model capabilities across tasks reflecting real-world u...
@artificialanlys
08:45
Google unveils Google Multi-Party Compute (MPC), a digital-asset custody and security service in private preview, set for commercial availability in early 2027
CoinDesk
08:25
Samsung unveils the $229 Galaxy Buds On, its first open-fit, C-shaped cuff earbuds to compete with Sony and Bose, designed with AI's help, shipping November 6
Bloomberg
08:15
Etsy reports Q3 revenue up 11% YoY to $692.5M, above $668M est., net income of $853.5M after selling Depop, and gross merchandise sales up 9% YoY to $2.65B
Wall Street Journal
08:10
Amazon unveils the $500 Echo Show 16, the $200 Echo Time alarm, and the $200+ Alexa Photo Frame, raises smart speaker prices, and previews Alexa Home Map
Bloomberg
08:05
Meta quietly launched Waddle World, a Tamagotchi-like, AI pet-rearing game, in the Philippines in September, calling it a “daily journal disguised as a pet”
Engadget
07:55
Chinese AI chipmaker Moore Threads reports Q3 revenue up 1,774% YoY to ~$240M and a ~$7.4M net profit; Moore is building a domestic 100K-GPU cluster with JD.com
Bloomberg
07:45
Sources: Anthropic's seven cofounders remain extremely influential and personally tight; Daniela Amodei, who runs operations, is seen as a good balance to Dario
Financial Times
07:35
A US federal grand jury indicts OpenAI engineer and Saudi national Abdulrahman “Abdul” Alfozan on a felony charge of interception of oral communications
San Francisco Chronicle
07:25
AI and cloud cybersecurity startup Upwind Security raised $400M led by Bessemer at a $3.8B valuation, up from $1.5B in January, for $830M in total funding
Bloomberg
07:15
How the UK's Slough, a town on the borders of west London, became the largest data center hub in Europe, hosting 40+ facilities, as locals seek more benefits
Financial Times
07:05
Email: a hacker attack forced the FEC to temporarily take its filing system offline around 10pm ET on Monday, blocking groups from submitting reports
Reuters
06:45
Letter: Senator Elizabeth Warren asks Dario Amodei for “exhaustive responses” to four pages of questions by November 3 regarding existential risks in its S-1
Wall Street Journal
06:30
Malaysia says it seized ~$12.11M worth of AI chips this month, as authorities close in on a syndicate suspected of smuggling through the country's main airport
Reuters
06:20
Research: professional analysts followed AI agents' randomly assigned “leans” on subjective analytical decisions 86% of the time; 77% used the agents' arguments
Anthropic
06:05
Lawsuit: the parents of a 31-year-old say OpenAI's GPT-4o guided her through an aggressive tapering plan off epilepsy meds, leading to her death in February
New York Times
05:55
S-1: Anthropic had $112.4B in cash and $19.3B in short-term investments on June 30, surpassing every non-bank US company except Berkshire Hathaway and Alphabet
CNBC
02:35
How Silicon Valley billionaires raised $333M+ to try to defeat a 5% California wealth tax; Patrick Collison's $33M is his most serious campaign engagement yet
New York Times
02:25
The CFTC files a legal challenge to block Utah's attempt to restrict prediction market betting, asserting it is the sole US regulator of prediction markets
CoinDesk
02:02
SK Hynix expects memory shortages to persist through at least 2030; the company has long-term deals with 14 major buyers for 50%+ of its output in 2027 and 2028
The Register
01:50
Sources: TPG is in talks to acquire UK-based Ark Data Centres, which operates 27 data centers in the UK and Belgium, from Elliott Management at a ~$5B valuation
Financial Times
01:40
Industry insiders say PCBs and chip substrates are key supply constraints for consumer electronics makers, as AI demand increasingly eats up production capacity
Nikkei Asia
01:30
Sources: CXMT plans to start HBM3E production despite yields of just 20% to 30%; its HBM3E performance is closer to that of SK Hynix's previous-gen HBM3 chips
Reuters
01:10
Jio Platforms, India's largest telecom and digital services company, jumps 21.4% in its trading debut, after raising ~$3.2B in the country's largest-ever IPO
CNBC
00:40
Sources: Fujifilm plans to increase magnetic tape production capacity fivefold to meet AI-driven storage demand, its biggest production expansion in ~20 years
Nikkei Asia
00:15
Anthropic's S-1 implies a $40T+ annual TAM based on knowledge work's economic value in 2025, topping SpaceX's $28.5T estimate, without explicitly naming TAM
Wall Street Journal
00:10
Sources: HP, Asus, and Acer are shifting some PC production from Thailand and Vietnam back to China amid rising component costs; Dell is mulling a similar move
Nikkei Asia

Dienstag, 27. Oktober 2026

23:50
The US FCC approves Amazon Leo's $11.5B acquisition of Globalstar, giving Amazon access to Globalstar's 24 satellites and mobile satellite spectrum
Reuters
23:10
Sources: chipmaker Onsemi is in talks to acquire 16-year-old chip startup Ferric for ~$1B; PitchBook: Ferric last raised a $32.1M Series C in December 2024
The Information
22:55
Letter: two Democratic senators allege the Trump administration withheld a secret FISC ruling on search filters that let analysts access Americans' messages
Wired
22:30
SK Hynix plans to return $22B+ in dividends and ~$15B in buybacks to shareholders, on top of its ~$30B buyback program completed in August
Wall Street Journal
21:45
AMD says it will invest $1B in Meta's equity offering, its first Helios rackscale systems are installed at Meta, and its EPYC CPUs power Meta's Muse AI agent
CNBC
21:05
Toronto-based fintech Wealthsimple raised up to CA$425M led by GIC at a CA$13.8B post-money valuation, up from CA$10B in 2025, and had CA169.2B AUM in September
Reuters
20:15
Source: OpenAI, a major Nvidia customer, plans to buy Google's TPUs; a job listing shows it seeks an engineer to “lead the optimization” of its models on TPUs
The Information
20:01
An Anthropic hiring manager says he stopped giving coding interviews because Claude is better at them and tells junior engineers that “hunger beats tenure”
Felix Rieseberg
19:50
SK Hynix reports Q3 revenue up 328% YoY to ~$78.8B, above ~$74.07B est., and operating profit up 632% to ~$62.76B, above ~$57.78B est. and a company record
CNBC
19:35
Anthropic expands its US GSA partnership to give federal, state, local, tribal, and territorial governments a 40% discount on Claude, estimated to save $1B
Anthropic
19:20
Infisical, which helps companies use AI agents without handing over their private credentials, raised a $40M Series B led by Elad Gil at a $600M valuation
Forbes
18:30
Dutch chipmaker NXP reports Q3 revenue up 19% YoY to $3.79B, above $3.76B est., and forecasts Q4 revenue below est.; NXPI drops 7%+, but is up 17% YTD
Bloomberg
18:20
Source: Apple has discussed charging $2,899 for the 14-inch MacBook Pro with an OLED XDR touch screen and M5 Pro chip, $400 more than the current M5 Pro model
Bloomberg
18:10
Discord says it will let public-channel messages from servers listed in Server Discovery appear in web search from mid-December; admins and members can opt out
TechCrunch
17:45
Anthropic details early drug development work with six partners and says it has acquired Mithril, a one-person company working on muscular dystrophy
Anthropic
16:45
Robinhood reports Q3 revenue up 12% YoY to $1.42B, meeting est., crypto revenue down 55% YoY to $120M, and profit down 14% YoY to $476M; HOOD drops 7%+
Reuters
16:20
Sources: AI robotics startup Physical Intelligence is in talks to raise $1B+ led by Avenir and Lux Capital at a ~$20B valuation, up from $11.5B earlier in 2026
Bloomberg
16:02
Sources: Meta's $25B share sale was oversubscribed 5x as it seeks $98B for AI spending; the 15 largest investors in the sale accounted for ~70% of shares
Bloomberg
15:15
Memo: Amazon says measuring AI adoption solely by token usage or code generation is “deeply flawed”, as it discourages staff from tokenmaxxing
CNBC
14:10
GM plans to switch from the NYSE to Nasdaq on November 17 as part of its push under Tesla veteran Sterling Anderson to use AI to speed up its development cycle
Financial Times
13:02
Avante, which builds an AI platform to help companies manage employee healthcare and other benefits, raised a $30M Series A, following a $10M seed in 2024
GeekWire
12:30
Oracle adds ChatGPT and Codex to its app stack and expands Oracle Cloud Infrastructure lineup with Google TPUs, OpenAI's Jalapeño chip, and Cerebras hardware
CNBC
12:10
Google DeepMind launches Genie 4, a world model powered by Gemini 3.8 Flash designed to generate interactive AI simulations, in preview first to trusted testers
The Verge
11:20
Anthropic's S-1 shows an 85% gross margin in H1 from running its models, a reality check for skeptics who said pay-as-you-go model sales wouldn't be profitable
The Information
10:35
London-based Machenta, which is building an AI model that can teach robots new physical tasks after seeing them performed just once, raised a $40M seed
Business Insider
10:10
Apple adds a beta AI assistant built on Apple's and OpenAI's models to Keynote, Pages, Numbers, and Logic Pro, plus MCP support to Keynote, Pages, and Numbers
The Verge
09:40
Dallas-based Disruptive raised $10B to invest in AI, defense, and software, doubling its AUM, and pivots from single-deal SPVs to a discretionary fund structure
Bloomberg
09:30
Neocloud General Compute, which specializes in bare-metal infrastructure, raised a $100M Series A led by Blackbird and Abstract at an $800M post-money valuation
TechCrunch
09:20
Anduril and Qualcomm unveil BlueChip, a line of laptops designed and assembled in the US for defense and government; Anduril will begin taking orders in 2027
Bloomberg
09:10
Apple updates the 24-inch iMac with an M6, which has up to a 12-core CPU and up to a 12-core GPU, and a dual 16-core Neural Engine, for $1,499+ from November 6
Apple
09:07
Apple unveils a 14" MacBook Pro with an M6, which has a 12-core CPU and a 12-core GPU, 16GB or 32GB of unified memory, and Wi-Fi 7, for $1,999+ from November 6
Apple
08:45
The FCC warns TP-Link that three of its routers violate power limits, which could bring more bans, and it may have submitted “false or incorrect information”
Bloomberg
08:30
Study: non-English languages can consume far more AI tokens, with the most expensive language using 1.5x to 5x more than the cheapest, causing a “tokenizer tax”
Rest of World
08:05
Sources: Trend Micro's TrendAI found Israeli adtech company Discover-Tech heavily targeted Starlink users in 100+ countries, likely to geolocate or surveil them
Reuters
07:35
PayPal reports Q3 revenue up 2% YoY to $8.58B, below $8.71B est., TPV up 6% to $487.14B, and raises full-year adjusted EPS guidance to ~$5.60, above $5.39 est.
Wall Street Journal
07:10
Hyphenate, which develops reinforcement-learning-driven AI agents to automate corporate finance tasks, raised a $45M Series A, taking its total funding to $54M
Bloomberg
06:50
Analysis: AI political groups have spent $78.5M on US federal candidates during the 2026 cycle; AI accelerationists spent $34M and safeguard-focused groups $39M
CNBC
06:35
Anthropic's S-1 excludes Labs co-lead Ben Mann from its “Continuing Founders” and Founder LLC; Anthropic says “it's still fair to refer to him as a co-founder”
The San Francisco Standard
06:20
Sources: UK stealth AI startup 22one, which is building law enforcement tools, hit a nearly $400M valuation after raising funds from Sequoia, Lux, and others
Financial Times
06:05
A US federal judge orders the Trump administration to halt a ban prohibiting the Pentagon from doing business with any company that does lobbying for Alibaba
Bloomberg
05:55
S-1: Anthropic spent ~$2.50 on compute and infrastructure for every $1 of revenue in Q1 2025, falling to under 50 cents in Q2 2026, as it seeks profitability
Financial Times
05:40
Sources: Broadcom CEO Hock Tan held 11th-hour talks and agreed to higher rates and loan guarantees to secure bank participation in the $63B Anthropic debt deal
Wall Street Journal
04:10
Nvidia and Meta expand their Muse partnership, including Meta deploying more Vera Rubin and Vera CPUs; Nvidia will invest $3B in Meta's planned equity fundraise
Wall Street Journal
01:30
Microsoft patches a severe flaw in its Authenticator app for Android that could let untrusted apps impersonate Microsoft apps and steal delegated account tokens
Cyber Security News
01:05
Experts: since June, $100M+ in US data center freight has been stolen; in two successful heists, robbers struck escorts protecting trucks hauling $10M+ in goods
NBC News

Montag, 26. Oktober 2026

21:55
China's Star 50 index of AI and chip leaders is down by 40% in under four months, losing ~$480B in market value; chipmaker CXMT is down ~25% in the past month
Reuters
21:45
Ahead of US midterms, ChatGPT draws images “depicting election interference or that may discourage voting” in a cartoon style, ignoring photorealism requests
CNET
19:10
Fitbit Edge review: notable upgrade over the Charge 6 for GPS and heart rate and Google Health app is an improvement, but lacks software polish and NFC payments
DC Rainmaker
17:55
OpenAI announces three breakthroughs in computer science, math, and physics, including that the Exponential Time Hypothesis, a longstanding conjecture, is false
OpenAI
17:35
Broadcom arranges a $63B deal with BofA, Blackstone, Citi, and Morgan Stanley to finance the purchase of chips for Anthropic via a new special purpose vehicle
Bloomberg
17:15
Intel agrees to acquire Tel Aviv-based quantum computing startup Classiq, sources say for ~$2.3B; Classiq has raised $200M+ in funding and has ~130 employees
Bloomberg
16:25
Anthropic's IPO outlines an unusual succession plan: confidential, ranked lists of up to 10 successors per co-founder, subject to approval from five co-founders
Forbes
15:55
Sources: Hong Kong-based stablecoin payments startup RedotPay plans a US IPO filing by year-end and is in talks for a pre-IPO round at a $4B to $5B valuation
Bloomberg
15:35
Sources: DoorDash is in advanced talks to acquire Instacart, and the deal could be finalized as soon as this week and could value Instacart at ~$17B
Wall Street Journal
15:30
Apple debuts iOS 27.2, with Siri AI enhancements for recalling past conversations, understanding more personal context, supporting five more languages, and more
MacRumors
15:25
Anthropic's S-1 shows a governance structure that suits a fun quirky little mission-driven worker cooperative that needs to raise billions as a public company
Bloomberg
14:20
OpenAI releases GPT-6.1 Terra, touting “fast and capable computer use at scale” and clearer, more natural writing, priced at $1/1M input and $5/1M output tokens
OpenAI
13:45
Anthropic S-1: it spent just $482M on capex in H1 2026, leasing most of its compute, and its capex is almost entirely outsourced via $782B in lease obligations
Culpium
13:35
Cohere says during an evaluation Qwen3.8-Flash-Next inventoried its host machine and tried to upload a probe file to an Alibaba Cloud storage bucket in Beijing
Cohere
13:30
Apple says it is “aware of an issue impacting the inner display on a small number” of iPhone Duos and affected users can contact AppleCare for a replacement
9to5Mac
13:00
S-1: as of September 30, Anthropic had 11,900+ customers spending $100,000+ annually, 1,900+ customers spending $1M+, and ~250 customers spending $10M+
TechCrunch
12:45
Microsoft and others push out emergency patches for a critical flaw in Brotli, the C decoder library built into Node.js, that could allow remote code execution
BleepingComputer
12:25
Few VC firms are mentioned in Anthropic's S-1, except Spark, which invested ~$800M across six rounds and whose GP Yasmin Razavi is the sole VC on its board
Wall Street Journal
11:55
NYC-based Nevis, which uses AI to automate paperwork for financial advisors, raised a $70M Series B led by EQT Ventures, a source says at a $500M valuation
Fortune
11:50
Microsoft offers buyouts to ~60K workers, including at a VP level and below across the US, Canada, India, and the UK; its headcount at the end of June was 223K
Bloomberg
11:35
Bedrock Robotics, which makes autonomous construction machines like excavators, raised a $600M Series C at a $4.1B valuation led by CapitalG and Emergence
Bloomberg
11:30
Instagram is testing Features, a new long-form horizontal video format of up to 90 minutes aimed at podcasters, comedians, and other creators, in the US
The Hollywood Reporter
10:45
S-1: Anthropic warns prospective investors that its AI safety and advocacy stances risk disproportionate and selective targeting from the Trump administration
Axios
10:06
Sources: Anthropic is aiming to go public the week of November 16 and could raise ~$100B at a $1.5T to $2T valuation, after initially preparing for October
Wall Street Journal
10:03
Anthropic's S-1 lists 94 pages of risk factors and warns that the “scale of harm” from a “catastrophic” AI incident might mean it is unable to obtain insurance
Wall Street Journal
09:55
Anthropic S-1: post-IPO, it will keep operating as a Public Benefit Corporation, giving its seven co-founders 50.1% voting control via a single Class F share
Reuters
09:45
SpaceX agrees to a ~$40B equipment finance lease with Apollo to fund purchases of Nvidia GPUs for its AI initiatives, set to close before the end of 2026
Bloomberg
09:40
S-1: Anthropic outlines its mission to revolutionize sectors like medicine and warns its corporate behavior may diverge from traditional profit-maximization
The Verge
09:30
Anthropic S-1: of its $81B net loss in H1 2026, $72B+ was related to rising convertible note value as its valuation increased and nearly $9B to compute
Financial Times
09:30
Anthropic S-1: an $80.7B net loss on revenue of $16.3B in H1 2026, up from a $13B net loss on revenue of $1.2B in H1 2025, and a net revenue retention of 900%
Bloomberg
09:18
Anthropic's co-founders say they “believe that AI is one of the most consequential technologies in human history”, detail its scientific potential, and more
SEC.gov
09:11
Anthropic files for an IPO on the Nasdaq under the symbol ANT; the number of Class A shares to be offered and the price range is yet to be determined
Anthropic
09:06
Apple unveils a redesigned iPad mini featuring an 8.5" 60Hz OLED display with nano-texture option, an A20 Pro SoC, Touch ID, and IP67, for $699+ from November 6
Apple
08:15
Google DeepMind's AI hurricane forecasting model outperformed conventional models by accurately predicting that Hurricane Isaias would make landfall in Florida
NPR
07:55
California startups raised a record $385B across seed to growth rounds in 2026 YTD, or 75%+ of all US startup funding; early and seed stage raised nearly $62B
Crunchbase News
07:35
AI cybersecurity startup Cathedral says it breached Anthropic's data and messaging systems, under a program inviting outside experts to test Anthropic's systems
Washington Post
07:25
Meta plans to raise $95B to finance its AI infrastructure, including $35B in public equity offerings, backed by cornerstone investors Nvidia, AMD, and Broadcom
Financial Times
07:20
The public internet model is dying from too much content, algorithmic aggregators, and vulnerabilities found with AI, and that may bring new possibilities
Stratechery
07:10
Ray-Ban Meta Audio glasses review: no camera can be a selling point, audio quality is good, and Meta AI works well, but privacy concerns remain and it's pricey
Bloomberg
06:55
Modern AI panic reflects “cognitive mercantilism”, a zero-sum worldview where intelligence is a scarce, dangerous supply-side resource that elites must manage
Contraptions
06:35
Volkswagen's China unit and Xpeng get approvals to trial autonomous driving systems on public roads in China; VW is testing Level 3 and Xpeng is testing Level 4
Bloomberg
06:15
A look at OpenAI's and Anthropic's aggressive price cuts from June through September, driven by low switching costs and pricing pressure from open-weight models
Max Woolf's Blog
06:00
A look at TSMC's first plant in Phoenix that has achieved chip output rates comparable to its Taiwan facilities, as its Taiwanese engineers teach US workers
New York Times
05:45
Filing: Chinese PCB maker Dongshan raised ~$1.3B in Hong Kong's biggest IPO in nearly two months, pricing shares at ~$11, or 35% below its Friday Shenzhen close
Bloomberg
04:55
Elvis Presley's music owners sue Anthropic for allegedly using 274 songs to train its models, seeking $41M+; Anthropic says it disagrees and will defend itself
New York Times
04:35
Alphabet, Amazon, and Microsoft are expected to report double-digit percentage revenue gains this week, as investors grow impatient with AI capex and seek ROI
Bloomberg
04:15
Inside Slack's Salesforce culture clash: Benioff didn't use Slack and had ~1 hour with CEO Butterfield pre-deal; Butterfield quit after a Davos will.i.am panel
Building Slack
03:55
A profile of former Google VP and Yahoo CEO Marissa Mayer, whose startup Dazzle is building an AI assistant to help normal people tackle mundane tasks visually
New York Times
01:50
India's chip design startups near production with government support but high fab costs due to low volumes and supply chain bottlenecks hinder commercialization
Nikkei Asia
01:05
Amazon Bee Frontier review: a $75 AI wearable with a single button that excels at always-on listening, summarizing conversations, and suggesting follow-up ideas
Spyglass
00:40
A look at Toyota's robotics push, from its Walden spinoff to its $6.4B annual plan to deploy 400K factory robots, as it competes with Tesla, Xpeng, and Hyundai
Financial Times

Sonntag, 25. Oktober 2026

23:25
DongA Ilbo: SK Hynix gained ~$15B on its Kioxia stake earlier in 2026, and plans to return ~$12B to shareholders via a special dividend
Bloomberg
22:50
High-frequency trading firms such as Jane Street are investing in AI and chip startups and neoclouds, and building data centers to gain an edge in the AI era
Bloomberg
21:50
Sources detail how Ramp investors Joe Lonsdale and Keith Rabois pushed US lawmakers to probe rival Airwallex's China ties after Airwallex scrapped a Ramp deal
The Information
20:40
iPhone Duo teardown: 5/10 repairability, a foldable record, but some screens crack along the fold, possibly because a hinge support bar fails to drop far enough
iFixit News
19:35
Moderators of r/opensource ban submissions of projects using, made by, or intended for AI, exclude non-English speakers over AI translation concerns, and more
The Verge
17:35
Elon Musk says SpaceX closed $40B in GPU debt, debt markets have shut off credit for AI data center companies, and 200+ neoclouds face “death and consolidation”
@elonmusk
15:10
Data center tenants now demand $5M+ per day in late-delivery fees, up from $1M in spring 2026, spawning new “delay-in-delivery” coverage from brokers like Marsh
The Information
13:00
The iTunes Store is re-emerging as a venue for pop stars, like Taylor Swift, to hawk collectibles to superfans, reach new audiences, and bolster chart positions
Financial Times
11:00
Sources: Apple tweaked macOS for its OLED touch MacBook Pro, due Wednesday, with a dynamic interface that adapts to whether touch or the trackpad was last used
Bloomberg
07:00
Lawmakers and Hill staff in both parties say AI leaders are becoming a political liability as they swing from claims of shared prosperity to existential dangers
Axios
02:00
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
Bloomberg
01:40
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
Fierce Healthcare
01:35
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
Axios
01:05
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
MacRumors
00:50
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
VentureBeat
00:40
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
Wall Street Journal

Samstag, 24. Oktober 2026

21:30
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
Bloomberg
17:30
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
Apollo Global Management
15:45
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
The Information
13:25
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
New York Times
11:40
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
Wall Street Journal
10:30
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
The Verge
09:35
Ukraine says Starshield was working normally again on Saturday morning; US officials said Trump asked Elon Musk to restore the service
Wall Street Journal
06:35
Inside Meta's law enforcement outreach team, which uses AI and human reviewers to analyze social media posts, aiming to prevent threats like school shootings
New Yorker
02:35
A look at OpenAI's Project Daybreak, which lets vetted partners use its top hacking models to find and fix vulnerabilities and helped uncover PHP2Shell RCE bugs
Forbes
01:45
The PHP Foundation, which coordinated fixes for two critical PHP flaws, operates on a shoestring budget with one full-time staff member and 14 contractors
Reuters

Freitag, 23. Oktober 2026

23:45
Google updates its privacy policy to clarify it could use data shared via Personal Intelligence from connected apps, including Gmail and Photos, to target ads
Android Authority
22:55
Andy Jassy says AWS capacity for 2027 is “largely sold out” and a “good chunk” of 2028 capacity is also sold, though AWS reserves some capacity for on-demand
The Information
21:20
The UK plans to invest £100M to create the AI Biosecurity Lab to boost defenses against biological threats, supported by OpenAI, Anthropic, and Google DeepMind
BBC
20:30
OpenAI says it built an “offline world” from cached web content to train isolated frontier models to browse, search for information, and use web apps
OpenAI
19:10
Utopai, an AI film studio that says it has more than 20 projects in the works, raised $60M at a $1B valuation
The Information
17:55
Memo: Helen Chiang, Xbox's first COO, is leaving Microsoft on October 23, just months after the role was created; she spent 21 years at the company
The Verge