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October 30, 2025, 1:00 PM
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| Mackenzie Hawkins / Bloomberg: |
President Trump says he and Xi Jinping discussed Nvidia and other chipmakers' access to China, and that they didn't discuss approving sales of Blackwell chips — US President Donald Trump said he didn't discuss approving sales of Nvidia Corp.'s Blackwell chips to China with his counterpart Xi Jinping …
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| New York Times: |
President Trump and Xi Jinping agree a yearlong truce that rolls back many contentious tariffs and retaliatory measures; the current deal expired on November 10 — China agreed to suspend for a year some of its limits on exports of rare earth metals, while the U.S. halved its fentanyl-related tariffs.
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X: @secrollins and @athanaschatz97_
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| Mark Anderson / Bloomberg: |
China's Commerce Ministry says it will work with the US to resolve issues related to TikTok, stopping short of saying it agreed to a deal touted by Trump — Beijing pledged to work with Washington to resolve the fate of TikTok's US business, stopping short of saying it's agreed to a deal touted …
More: Ars Technica, Reuters, The Independent, New York Times, Livemint, campaignlive.com, TipRanks Financial, CNBC, and PBS NewsHour. X: @phelimkine
| Keith Bradsher / New York Times: |
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| Reuters: |
Sources: OpenAI is preparing for a US IPO that could value it at ~$1T and has explored raising $60B+, filing as soon as H2 2026, and listing in 2027 — OpenAI is laying the groundwork for an initial public offering that could value the company at up to around $1 trillion …
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Forums: Hacker News, r/artificial, r/StockMarket, r/singularity, r/AMD_Stock, r/wallstreetbets, and r/OpenAI
| Meta: |
Meta reports Q3 revenue up 26% YoY to $51.2B, vs. $49.4B est., net income down 83% YoY to $2.7B, and family DAP up 8% to 3.54B for September; META drops 9%+ — Meta Platforms, Inc. (Nasdaq: META) today reported financial results for the quarter ended September 30, 2025.
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| Jonathan Vanian / CNBC: |
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| Jaspreet Singh / Reuters: |
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X: @ericjhonsa, @danielnewmanuv, @zerohedge, and @danielnewmanuv
| Kendra Barnett / Adweek: |
Alphabet passed $100B in quarterly revenue for the first time, in Q3; Sundar Pichai says “AI Overviews drive meaningful query growth” and AI Mode has 75M DAUs — Google surged past Wall Street's Q3 estimates, with shares up over 6% in after-hours trading Wednesday. — The numbers| Alphabet: |
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Forums: Hacker News and Slashdot
| Financial Times: |
Google, Meta, and Microsoft collectively spent nearly $80B on AI infrastructure in Q3, dividing the market on whether they can translate huge capex into income — Alphabet, Meta and Microsoft divide the market over whether they can translate huge capital expenditure into income| Sara Fischer / Axios: |
Milan-based Bending Spoons, which buys and seeks to revitalize tech brands like AOL, raised $710M led by T. Rowe Price at an $11B pre-money valuation — Bending Spoons, an Italian holding company that buys and seeks to revitalize tech brands like AOL, on Thursday announced a $710 million equity raise …
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Bluesky: @caseynewton and @kosso.co.uk
| Dylan Butts / CNBC: |
Samsung reports Q3 revenue up 8.85% YoY to ~$60.5B, vs. ~$60.4B est., and operating profit up 32.9% YoY to ~$8.57B, vs. ~$7.9B est., more than doubling from Q2 — Samsung Electronics reported a rebound in earnings on Thursday, with operating profit more than doubling from the previous quarter …
More: Samsung Newsroom, 9to5Google, Phandroid, KED Global, Network World, Neowin, DigiTimes, SammyGuru, AI News, SamMobile, Wall Street Journal, Bloomberg, and Reuters
| Adamya Sharma / Android Authority: |
Google updates Play Store policy in the US to let developers link to external app stores and payment options, following the Epic v. Google injunction — Android users in the US are finally getting real app store freedom. — • — TL;DR — Google is opening up the Play Store in the US … | Joseph Menn / Washington Post: |
Sources: the US Commerce Department proposed banning TP-Link Systems' networking devices due to TP-Link's China ties, gaining support from 6+ federal agencies — The Commerce Department has proposed barring sales of TP-Link products, citing a national security risk from ties to China, people familiar with the matter said.| Katherine Sayre / Wall Street Journal: |
UMG partners with AI music generator Udio to launch a subscription service for creating music with licensed songs in 2026, in part to settle a copyright lawsuit — Udio agrees to launch a new subscription service for fans to create music based on licensed songs| Will Knight / Wired: |
Scale AI and CAIS' Remote Labor Index benchmark, which tests AI agents on freelance tasks, finds the best AI could perform just <3% of the work, earning $1,810 — A new benchmark measures how well AI agents can automate economically valuable chores. Human-level AI is still some ways off.| Wall Street Journal: |
Sources detail how Binance boosted the Trump family's World Liberty Financial by facilitating a $2B purchase of USD1 and building its tech ahead of CZ's pardon — Giant crypto exchange facilitated $2 billion purchase of World Liberty's stablecoin and built its technology; clemency for Changpeng Zhao surprised some in administration| Microsoft: |
Microsoft reports Q1 revenue up 18% YoY to $77.7B, vs. $75.3B est., net income up 12% YoY to $27.7B, and More Personal Computing revenue up 4% YoY to $13.8B — Microsoft Cloud and AI Strength Drives First Quarter Results REDMOND, Wash. — October 29, 2025 — Microsoft Corp. today announced …
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LinkedIn: Jibran Jamshad and Christopher Schmidt
| Ashley Capoot / CNBC: |
More: The Register, Cautious Optimism, Microsoft Corp., and Tech in Asia
Forums: r/singularity and r/Economics
| Ben Schoon / 9to5Google: |
Nothing's new Lock Glimpse feature on the Phone (3a) Lite shows a rotating selection of wallpapers that link to clickbait articles from a company called Vilykke — Nothing's new “Lock Glimpse” feature delivers a rotating selection of wallpapers on the lock screen of the Phone (3a) Lite … | Jagmeet Singh / TechCrunch: |
Google partners with Reliance to offer free AI Pro access to Jio 5G users in India for 18 months; Perplexity has a similar deal with Bharti Airtel — In a push to expand its AI footprint in emerging markets, Google has partnered with billionaire Mukesh Ambani-led Reliance Industries to bundle … | New York Times: |
Q&A with Palantir CTO Shyam Sankar on surveillance, AI, the future of war, data, privacy, the US military, ImmigrationOS, the DHS, ICE, the UK's IDs, and more — The tech company's C.T.O. on surveillance, A.I. and the future of war. — Few companies in Silicon Valley inspire as much paranoia as Palantir.
More: Business Insider. X: @douthatnyt and @morgangress
Bluesky: @drewharwell.com and @justinhendrix
| Jess Weatherbed / The Verge: |
OpenAI's Sora app adds new features, including “character cameos” to create AI deepfakes of pets, illustrations, and more, clip stitching, and leaderboards — Users can now create character cameos and combine clips together to make longer multi-scene videos.| Will Knight / Wired: |
Extropic, which says its chips using probabilistic bits can be 10,000x more energy efficient than current AI chips, shares its first chip with some AI labs — A startup hopes to challenge Nvidia, AMD, and Intel with a chip that wrangles probabilities rather than 1s and 0s.
More: The Rundown AI and WinBuzzer
X: @romanhelmetguy, @dystopiabreaker, @const_reborn, @kaelandon, @aileaksandnews, @mrgoldbro, @melqtx, @murage_kibicho, @mattpirkowski, @xcellect, @aaron_defazio, @sqs, @code_star, @sanyam_singhal_, @dmattin, @dr_singularity, @genejchan, @brandonjcarl, @amasad, @cloneofsimo, @samschmitz, @seconds_0, @mattbeane, @prof_wiley, @iterintellectus, @hansmast, @reedbndr, @chrisprucha, @stevejang, @eevmanu, @blip_tm, @trevormccrt1, @mark_cummins, @archiexzzz, @pronounced_kyle, @alenribic, @extropic_ai, and @liron
| Cecilia D'Anastasio / Bloomberg: |
Roblox reports Q3 revenue up 48% YoY to $1.36B, DAUs up 70% YoY to 151.5M, above 132.3M est., bookings up 70% YoY to $1.9B, above $1.7B est.; RBLX drops 10%+ — Roblox Corp. reported its best quarter ever with daily active users beating analysts' expectations on the heels of three hit games.
More: PYMNTS.com, Benzinga, Investor's Business Daily, CNBC, Reuters, and Roblox
| Dan Primack / Axios: |
Palantir sues two ex-employees now working at Percepta, an “AI transformation company” launched by General Catalyst, and alleges deception and stolen documents — Palantir on Thursday sued two former employees who now work at Percepta, an “AI transformation company” … | @appliedcompute: |
Applied Compute, which wants to create custom AI agents trained on latent company knowledge, raised $80M from Benchmark, Sequoia, Elad Gil, and others — Generalists are useful, but it's not enough to be smart. Advances come from specialists, whether human or machine. To have an edge, agents need specific expertise, within specific companies, built on models trained on specific data. We call this Specific Intelligence. It's [image]
More: Applied Compute. X: @sarahchieng, @swrosh, @willdepue, @shreyanj98, @danintheory, @derhacobian, @vinj_ai, @jacobianneuro, @milesmccain, @liamfedus, @dipenjparekh, @kayrgeorge, @ashwinramaswami, @eladgil, @at_code_wizard, @josephinekchen, @apartovi, @benscharfstein, @farshchi, @jacob_dphillips, @lanjiang653, @michejafang, @graceisford, @lux_capital, @velvetatom, @andyfang, @breeves08, @snider13_, @daniellewis, @charliecurnin, @michaelzchen5, @wolfejosh, @casspi18, @shreshthrajan, @ypatil125, @russelljkaplan, @brendanfoody, @silasalberti, @lindensli, @rhythmrg, @walden_yan, @rachelsupark, @scottwu46, @chetanp, and @tbpn
| Subrat Patnaik / Bloomberg: |
Corporate travel and expense management software maker Navan and its shareholders raised $923.1M in a US IPO priced at $25/share, giving it a $6.2B market cap — Navan Inc., a business travel and expense management software maker, and some of its shareholders raised $923.1 million …
More: Globes
| Dina Bass / Bloomberg: |
Core Scientific shareholders vote to reject a $9B takeover bid by CoreWeave that proxy advisers said undervalued the data center company — Core Scientific Inc. shareholders rejected a takeover bid by CoreWeave Inc. that proxy advisers said undervalued the data center company, ending a contentious monthslong saga.Sponsor Posts
Subquadratic:
Subquadratic: the LLM built for 12M-token reasoning — SubQ can reason across entire codebases and document sets in one pass with no RAG workarounds. Read how SubQ 1.1 Small holds near-perfect retrieval out to 12M tokens.
Subquadratic: the LLM built for 12M-token reasoning — SubQ can reason across entire codebases and document sets in one pass with no RAG workarounds. Read how SubQ 1.1 Small holds near-perfect retrieval out to 12M tokens.
Cloudflare:
Cloudflare Connect 2026: The Agentic Conference — Stop preparing for agents. Start running them. 100+ sessions, workshops, and speakers from OpenAI, Arm, and Cloudflare across AI, security, and performance.
Cloudflare Connect 2026: The Agentic Conference — Stop preparing for agents. Start running them. 100+ sessions, workshops, and speakers from OpenAI, Arm, and Cloudflare across AI, security, and performance.
Zoho:
Stop re-entering Shopify order details in Zoho CRM — This is a guest blog from Xapplets (Zeeyes AI Inc).Here's a scene that plays out in many growing Shopify stores every day: a customer places an order …
Stop re-entering Shopify order details in Zoho CRM — This is a guest blog from Xapplets (Zeeyes AI Inc).Here's a scene that plays out in many growing Shopify stores every day: a customer places an order …
IDrive:
IDrive Autonomy: low-cost L2+ driver assistance with AI — L2+ driver assistance with a scalable AI stack built for automotive companies and laying the foundation for the autonomous future.
IDrive Autonomy: low-cost L2+ driver assistance with AI — L2+ driver assistance with a scalable AI stack built for automotive companies and laying the foundation for the autonomous future.Featured Podcasts
Hard Fork:
The A.I. Mob That Attacked Hugging Face + METR's Ajeya Cotra
The future is already here. Each week, journalists Kevin Roose and Casey Newton explore and make sense of the latest in the rapidly changing world of tech.
Subscribe to Hard Fork.
Big Technology Podcast:
Cloudflare CEO: We're Ready To Block Millions of Websites From AI — With Matthew Prince
The Big Technology Podcast takes you behind the scenes in the tech world featuring interviews with plugged-in insiders and outside agitators.
Subscribe to Big Technology Podcast.
Channels with Peter Kafka:
Data Centers, Elon Musk, and the New Politics of Tech, with David Weigel
Media and tech aren't just intersecting - they're fully intertwined. To understand how those worlds work, Peter Kafka talks to industry leaders, upstarts and observers.
Subscribe to Channels with Peter Kafka.
Sources:
Sam Altman on OpenAI's next model and the AI backlash
Candid conversations with the leaders shaping what's next in AI and the broader tech industry. Hosted by Alex Heath, who has covered Silicon Valley for more than a decade.
Subscribe to Sources.
Uncapped with Jack Altman:
Brian Singerman from GPx
Conversations with people I admire about things I'm genuinely interested in.
Subscribe to Uncapped with Jack Altman.
Tools and Weapons with Brad Smith:
Connecting the Unconnected: Doreen Bogdan-Martin
Microsoft Vice Chair and President Brad Smith speaks with leaders in government, business, and culture to explore the most critical challenges at the intersection of technology and society.
Subscribe to Tools and Weapons with Brad Smith.
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