T-Mobile Sells Starlink, Reportedly Rebuffed SpaceX
After Verizon, AT&T, and T-Mobile reportedly rebuffed SpaceX’s requests for network access, SpaceX approached EchoStar about Boost Mobile. T-Mobile already sells a Starlink-powered service to people outside its customer base.
Marvell’s $115 Billion Bet on Optical AI Networks
Marvell’s $115 billion agreement to acquire Lumentum is 11.5 times its 2020 Inphi deal. Nvidia invested $2 billion in each company in 2026 as chiplets pushed optics closer to compute.
Ford's Battery Plan Meets Generac's Amazon Contract
Big Tech's data-center plans are estimated to need 44 GW of additional power capacity by 2028. Ford Energy's storage launch enters a market where Generac has an Amazon generator agreement worth up to $8 billion.
Meta's Unavailable Maverick Ranked Second on LMArena
LMArena reportedly attracted a $100 million seed round as model rankings became launch signals. A nonpublic Llama 4 Maverick variant and a full clear of ARC-AGI-3’s public levels show why buyers need to know exactly what a score measures.
Binance says net outflows were ~$3.64B, or 2.1% of assets, in the 9.5 hours after it began restoring withdrawals; DefiLlama puts 24-hour net outflows at $4.05B
The exchange said the outflows equal 2.1% of its assets and that withdrawal volumes have eased after an initial spike.
Apple reports Q4 revenue up 12% YoY to $114.48B, vs. $113.39B est., China revenue up 21% to $17.5B, vs. $18.9B est., in John Ternus' first earnings report
September quarter records for total company revenue, iPhone revenue, and EPS Services revenue reaches new all-time high CUPERTINO …
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” …
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 …
OpenAI plans a post-midterms policy and PR blitz, pushing mandatory “speed limits” for powerful AI and rebranding its data centers as “AI compute campuses”
Right after Tuesday's midterms, OpenAI will unleash a policy and PR blitz to try to get in sync with the new Washington …
YC details multi-agent tests in games like Minecraft, where agents exhibit emergent capabilities, forming roles, hierarchies, and complex coordination patterns
50-agent teams fail after falling into paralyzing bureaucracy
Saudi Aramco acquires a 49% stake in AI startup Humain for ~$2.6B in cash in 2026 plus AI, compute, and digital assets; Saudi Arabia's PIF retains a 51% stake
Join the Leaders Making Gaming's Next Big Deals. GamesBeat NEXT brings 500+ executives, CEOs, founders, and investors to San Francisco …
How IShowSpeed became YouTube's top livestreamer with 62M+ subscribers, as his “IRL streams” lasting hours to days mingle childlike wonder with teenage mischief
IShowSpeed in Las Vegas during the Speed Does America bus tour. — With seven minutes left in the second quarter …
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 reported third-quarter revenue of nearly $17 billion as of Sept. 30, a twelve-fold increase versus the same period …
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.
Google's data center energy head says space data centers cost up to 100x more than Earth-based ones, and US power supply is sufficient but permits are slow
Data centers in space could cost up to 100 times as much as those on Earth, Google's head of data center energy said this week …
Broccoli AI, which sells AI agents to plumbing, HVAC, and electrical companies, raised a $22M Series A and a $30M Series B; a source says it is valued at $300M
When Marcelle Flowers' staff told her that two students were waiting at the counter of her Sacramento plumbing shop, she grabbed her wallet.
Supermarkets in Belgium, Ireland, Sweden, Finland, and Estonia report fridge and freezer temperature spikes due to suspected hacks, echoing attacks in France
Supermarkets in Belgium and Sweden reported sudden changes in the temperatures of their fridges and freezers on Monday …
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
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.
Casap, whose AI tools automate dispute and anti-fraud operations for banks, raised a $56M Series B led by Base10 Partners, bringing its total funding to $90M
Credit card fraud is hardly new, but the nature of that fraud is undergoing a major shift. In the past, nearly all scams …
Brazil's largest crypto exchange Mercado Bitcoin halts withdrawals after a breach involving $46M+ in assets, per Arkham; Tether froze 4.5M+ USDT in response
The exchange paused deposits and withdrawals after the incident, while Tether froze more than 4.5 million USDT linked to the attacker.
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:
AI-powered medical search engine Vera Health, which says it is used by 800,000+ clinicians in 190 countries, raised a $28.5M Series A led by Threshold Ventures
Artificial Intelligence funding round series A venture capital (VC) — Clinical artificial intelligence search engine Vera …
Bites, whose AI tools give frontline workers personalized training via WhatsApp, SMS, Slack, Teams, and more, raised a $40M Series A led by PeakSpan Capital
The platform turns company procedures into short, branded videos delivered through WhatsApp, Teams and other familiar channels.
The FBI attributes the $6.3B Binance hack to North Korea's elite hacking unit TraderTraitor, which the agency has also blamed for the $1.5B Bybit hack in 2025
but if it is, we'll talk to North Korea about it.”Hari /@hrkrshnn:...There's interest in bringing back ‘letters of marque and reprisal’ to counteract the cybercrime that North Korea is committing... T...
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.
Letter: the White House argues it doesn't have to share the full draft of its voluntary AI testing framework, citing national security and commercial exemptions
The Trump administration declined to produce key documents related to its voluntary AI testing framework …
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.
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 for families and businesses in the communities where we build.
Palantir reports Q3 revenue up 96% YoY to $2.31B, above $2.18B est., US commercial revenue up 148% YoY to $984M, and raises FY 2026 revenue guidance to ~$8.53B
Palantir beat Wall Street's third-quarter estimates after the bell on Monday, with U.S. commercial revenue topping government …
Binance starts resuming withdrawals in phases, including for bitcoin and ether, after covering 95% of the $6.3B in tokens stolen in the hack by TraderTraitor
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 in debt …
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
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.
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 …
ServiceNow confirms it acquired Israeli startup Sweep to speed up clients' migrations to its new CRM, for an undisclosed price estimated at hundreds of millions
Bill McDermott said rollouts now take “a month ... 30 days, 60 days” for large companies, as ServiceNow pushes into CRM.
How SF's AI boom is reshaping dating: founders treat first dates as interviews, use tech terms like “conversion rate” to track dates, and pay coaches $5K/month
San Francisco's A.I. boom has drawn a wave of young ambitious people who are now reshaping the city's dating life.Kelsey McClellan for The New York Times
South Korean President Lee Jae Myung vows to dedicate ~$16B for AI, chips, physical AI, and data centers in the country's 2027 budget, nearly double 2026's sum
South Korean President Lee Jae Myung vowed on Monday to make bold investments in artificial intelligence to boost …
NAND maker Kioxia's stock closed down 15.78% after its cautious Q3 outlook inflamed investor concerns that the explosive growth driven by AI may be leveling off
Kioxia Holdings Corp.'s shares fell by their most in three months after the Japanese memory maker's cautious outlook inflamed concerns …
Filing: Anthropic aims to raise up to $3.5B from Japanese investors as part of its IPO; Australia, Canada, and parts of Europe will also have direct access
Anthropic PBC aims to raise up to $3.5 billion from Japanese investors in its initial public offering in the US …
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 …
Fan fiction website AO3 says it could take two to four weeks to restore service after a “security incident”; AO3 hosts 18M+ works and has 11M+ registered users
“Black October” comes for the fan fic. — The popular fan fiction website Archive of Our Own (AO3) went offline Thursday, and its millions of users are freaking out.
Analysis: Elon Musk contributed a record $474M to political groups for the 2026 midterms, including $216M to America PAC, the most a non-candidate has spent yet
Never before has a single ultrawealthy person who was not running for office spent this much during a single election cycle.
Roku Q3: revenue up 24% YoY to $1.5B, Platform revenue up 23% YoY to $1.3B, ad revenue up 23% YoY to $727.4M, and subscriptions revenue up 23% YoY to $580.9M
For the third quarter, Roku handily topped Wall Street earnings expectations, with top-line growth of 24% to $1.50 billion in revenue.
Midstream Health, whose AI tools help 250 hospitals recover revenue from rebates and vendor and payer underpayments, raised a $20M Series A led by Valtrius
Analysis: candidates backing data center moratoriums could win up to 15 of 36 US governors' races on Tuesday, including in Texas, Ohio, Michigan, and New York
A look at Binance's efforts to contain the hack, including creating a global war room of ~100 people and coordinating with other crypto companies and the FBI
The biggest crypto hack in history began with a rehearsal. — As trading hummed along on Binance at midweek …
DeepSeek releases a “creator mode” that allows DeepSeek Harness users to quickly 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 …
A look at VC-backed glossy magazine Colossus, whose glowing profiles of Zuckerberg and other tech titans win industry praise, while Kara Swisher says it is PR
Hyperbolic, which lets companies rent AI compute across ~30 neoclouds, raised a $30M Series A-1 led by Lip-Bu Tan's Walden Catalyst; it has raised $50M to date
Intel CEO Lip-Bu Tan is backing an infrastructure startup that has raised $30 million to help companies rent compute across hundreds of different AI cloud providers.
Memo: Linux distribution vendor SUSE is laying off ~10% of its employees, saying “automation and AI are fundamentally shifting how software companies operate”
‘Modern tooling is already changing our daily workflows’ says CEO at open source biz — One in ten employees at SUSE …
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, according to a memo …
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.
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.
Sources: institutional investors told Anthropic that its IPO valuation should be around $1.5T to $1.6T, down from estimates of $2T, citing a tech stock selloff
Institutional investors who plan to buy shares in IPO show concern following a selloff in tech stocks
A profile of White House OSTP Director Michael Kratsios, an ex-Peter Thiel aide who is among a handful of players steering the Trump administration's AI policy
Data analytics provider Hex Technologies, which says it has rebuilt its platform for AI agents, raised a $100M Series D led by Peak XV at a $1.2B valuation
This voice experience is generated by AI. Learn more. … The SaaSpocalypse has become one of the most controversial topics in enterprise tech.
The Hague-based Braid, whose API lets companies sell eSIM mobile plans under their own brand via 600+ carriers, raised a ~$38M Series A led by Octopus Ventures
Braid, a Dutch company that enables enterprises to launch their own branded mobile connectivity, has raised €34.13 million ($38 million) in a Series A funding round.
How get-paid-to apps like Freecash, briefly a top five App Store app in September, pay users small sums to play games and help game companies find big spenders
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 …
Tutor Intelligence, which trains robot foundation models and builds AI warehouse robots, raised a $75M Series B led by a16z, taking its total funding to $117M
Apple Q4: iPhone up 17% YoY to $57.58B, vs. $56.54B est., Mac up 24% to $10.8B, iPad down 10% to $6.2B, and Wearables, Home, and Accessories down 8% to $8.3B
Marcus Mendes /9to5Mac:
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 …
Tel Aviv-based 42AI, which is developing a “behavioral world model” that tries to predict how humans will act, 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?
Solve: the cost of insuring against debt defaults at hyperscalers Amazon, Alphabet, Microsoft, Meta, and Oracle has hit its highest level since 2021
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”
Ashley Capoot /CNBC:
Anthropic S-1 claims it may “imminently meet” its RSI threshold and may fail to identify “significant acceleration” in its development until after it's occurred
Julie Bort /TechCrunch:NEW
Marvell's $115B Lumentum acquisition is one of the biggest tech deals ever and 2026's top M&A deal; Lumentum is up 128% YTD, giving it a ~$76B market cap
Marvell Technology Inc. has reached a deal to buy data center optics maker Lumentum Holdings Inc. at an enterprise value $115 billion …
Apple reports Q4 revenue from Services, which includes the App Store, Apple TV, Apple Music, iCloud, and more, grew 10% YoY to $31.57B, vs. $31.58B est.
Loree Seitz /The Wrap:NEW
Sources detail Anthropic's compute deal spree: 3.5GW+ of expected capacity in 2026, diversifying beyond Nvidia's AI chips to Amazon, Google, and AMD, and more
New York Times: