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October 31, 2025, 7:10 PM
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memeorandum
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| Mike Wheatley / SiliconANGLE: |
Samsung says it's partnering with Nvidia to build an “AI Megafactory” and deploy over 50K of Nvidia's most advanced GPUs to embed AI in its chipmaking process — Samsung Electronic Co. Ltd. said today it's partnering with Nvidia Corp. to build an “AI Megafactory” …
More: Nvidia Newsroom, Samsung Newsroom, The Verge, Nvidia Newsroom, NVIDIA, The American Bazaar, The Chosun Daily, iPhone in Canada, TipRanks Financial, Wccftech, Reuters, Android Headlines, CNBC, Evertiq, Engadget, SamMobile, Blockonomi, eWeek, DatacenterDynamics, Wall Street Journal, Tech in Asia, Nvidia Newsroom, BBC, eeNews Europe, TechPowerUp, DigiTimes, The Information, Neowin, Phandroid, Malay Mail, SammyGuru, Anadolu Ajansı …, The Korea Times, The Korea Herald, Nikkei Asia, Automotive World, Mobile World Live, and Dow Jones Newswires
| Claudie Moreau / Euractiv: |
Denmark says it will withdraw the EU “Chat Control” proposal, which would force tech companies to scan messages for CSAM, and instead support voluntary scanning — The Danes will seek to propose a voluntary detection regime in the CSAM proposal, instead of controversial mandatory detection orders
More: The Record, Patrick Breyer, Electronic Frontier Foundation, WinBuzzer, DataBreachToday.com, Canadian Press, and Le Monde
X: @tutaprivacy, @echo_pbreyer, @andersonafdmdep, @globalaffairs, @andersonafdmdep, and @privacy_guides
Bluesky: @suzannesmalley and @jonatansark
Mastodon: @fj@mastodon.social and @delta@chaos.social
Forums: Hacker News, r/Italia, r/PrivacyGuides, r/europe, r/privacy, r/eutech, r/BuyFromEU, r/france, and Slashdot
| Sarah Perez / TechCrunch: |
Bluesky says it has hit 40M users and plans to launch “dislikes” in beta to tailor content rankings and reply rankings — Social network Bluesky, which on Friday announced a new milestone of 40 million users, will soon start testing “dislikes” as a way to improve personalization on its main Discover feed and others.
More: Bluesky, The Verge, Engadget, and TheDesk.net
| Meghan Bobrowsky / Wall Street Journal: |
In their latest earnings reports, Meta, Alphabet, Microsoft, and Amazon have announced plans to increase their AI spending in 2026 to a combined $400B — Meta, Alphabet, Microsoft and Amazon will increase spending in 2026; ‘Are we in a bubble?’ — Silicon Valley's biggest companies …
More: Livemint, Fortune, Barchart.com, CNN, CNBC, Yahoo Finance, City A.M., Business Insider, Barron's Online, TVNewsCheck, Sherwood News, Tech Brew, DigiTimes, Washington Post, Financial Times, MacDailyNews, Bloomberg, and Reuters
Forums: r/artificial and r/technology
| Matt Rosoff / The Register: |
Microsoft's Q1 earnings, showing that it had a $3.1B net loss from its OpenAI stake, imply OpenAI lost $11.5B during the quarter based on Microsoft's 27% stake — Satya has also delivered Sam most of the cash he promised — Microsoft reported earnings for the quarter ended Sept. 30 …
More: Wall Street Journal, Thurrott, Ars Technica, Windows Central, Analytics India Magazine, Daring Fireball, and CoinDesk
X: @mattrosoff and @rustybrick
Forums: r/OpenAI, r/singularity, and r/Economics
| Emma Roth / The Verge: |
Perplexity launches a free AI-powered patent research tool in beta to let users search for patents using natural language queries — Instead of searching for a string of keywords, Perplexity's new tool allows you to use natural language to look for patents.
More: Perplexity, WinBuzzer, TestingCatalog, NDTV Profit, Livemint, and Axios
LinkedIn: Uday Kiran, Masaki Kataoka, and Neha Agrawal
| Bloomberg: |
Sources: Coinbase is in late stage talks to buy stablecoin infra startup BVNK in a ~$2B deal; Coinbase expects to close the deal later this year or early 2026 — Leading US crypto exchange Coinbase Global Inc. is in late-stage talks to acquire stablecoin infrastructure startup BVNK …
More: Blockonomi, CoinGape, The Daily Hodl, Bitcoin Insider, The Block, Fast Company, and Finextra
| Bloomberg: |
Brian Armstrong ended Coinbase's Q3 earnings call by saying certain words that Kalshi and Polymarket users had wagered would be mentioned during the call — When Coinbase Global Inc.'s quarterly earnings call wrapped up Thursday, its chief executive, Brian Armstrong, didn't finish with profit guidance or statements of confidence.
More: Decrypt, Fast Company, Futurism, Yahoo Finance, DL News, Cryptonews, Coinpedia Fintech News, CoinDesk, Crypto Briefing, Cointelegraph, and CasinoBeats
X: @brian_armstrong, @seanlippel, @probaaron, @beaniemaxi, @frosen43, @0xfoobar, @adamscochran, @hasufl, @jdorman81, @astraffon, @mattmillsap, @readdanwrite, @polymarket, and @0xtyrael. Forums: Slashdot
| Kritika Lamba / Reuters: |
Getty and Perplexity sign a multi-year licensing agreement to let the AI startup display Getty's images across its search and discovery tools — Getty Images (GETY.N) and Perplexity signed a global multi-year licensing agreement on Friday, allowing the AI startup to display …
More: The Verge, Engadget, TechCrunch, Barchart.com, Proactive, Yahoo Finance, CNBC, PetaPixel, Blockonomi, Reuters, WinBuzzer, eWeek, and Benzinga
| RT Watson / The Block: |
Tether reports that it has generated profits of over $10B during the first three quarters of 2025 and it has issued an additional $17B in USDT during Q3 — - The world's largest stablecoin issuer reported that it has generated profits of over $10 billion during the first three quarters of this year.| Patrick Coffee / Wall Street Journal: |
Google releases its first AI-generated ad, promoting Search's AI mode, but chooses not to include a label disclosing it was made with Veo 3 and other tools — The search giant becomes the biggest name yet to generate an ad entirely with its Veo 3 and other artificial-intelligence tools
More: Google on YouTube, The Verge, Gizmodo, 9to5Google, Search Engine Land, The Decoder, Ad Age, MediaPost, Sherwood News, and Marketing Dive
Bluesky: @rustybrick.com and @metacurity.com
| Bloomberg: |
In its Q3 earnings, Alphabet said the profit included “net gains on equity securities of $10.7B,” in part from a private company, which sources say is Anthropic — Alphabet Inc. and Amazon.com Inc. were rewarded by investors for reporting better-than-expected third-quarter profits.| Anna Tong / Forbes: |
Sources: ex-xAI researcher Eric Zelikman is raising $1B at a $5B valuation for Humans&, which aims to train AI that is better at collaborating with humans — Humans& is building models that are better at interacting with humans, sources told Forbes.
Bluesky: @seldo.com, @rashis, and @iainmartin
| Taylor Soper / GeekWire: |
Amazon CEO Andy Jassy says the 14,000-person layoffs were due to “culture” and “removing layers” from its internal structure, not really AI or financial factors — Amazon CEO Andy Jassy says the company's latest big round of layoffs — about 14,000 corporate jobs … | Todd Bishop / GeekWire: |
More: About Amazon, Yahoo Finance, Techstrong.ai, Analytics India Magazine, Wall Street Journal, TheDesk.net, Constellation Research, Benzinga, The Hollywood Reporter, CNBC, and CNBC. Bluesky: @tomahawkd70
| Mary Ann Azevedo / Crunchbase News: |
Archy, which offers AI-powered dental practice management software, raised a $20M Series B led by TCV, bringing its total funding to $47M — It was 2021 and Jonathan Rat was tired of seeing his wife, a dentist, struggle to maintain the tech stack at her practice.
More: Archy
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Qualcomm's CEO on the coming AI phone supercycle
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Google's AI Infrastructure Chief, Amin Vahdat, on the Physics & Economics of Frontier AI
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