Techmeme
November 1, 2025, 8:45 PM

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@bg2pod:
Q&A with Sam Altman and Satya Nadella about the Microsoft-OpenAI partnership, OpenAI's restructuring and $100B revenue target for 2027, $3T AI buildout, more  —  BG2. All things AI w @sama & @satyanadella. A Halloween Special. 🎃🔥@bg2pod @altcap — (00:00) Intro (02:28) Microsoft's Investment in OpenAI (03:19) The Nonprofit Structure and Its Impact (05:46) Health, AI Security, and Resilience (07:50) Models, Exclusivity, and [video]
David Jeans / Reuters:
Anduril conducts the first flight of its jet-powered unmanned drone, flying it “semi-autonomously”, as the US Air Force plans swarms of unmanned jet drones  —  Anduril's jet-powered drone flew for the first time on Friday, the company and the U.S. Air Force said …
Richard Nieva / Forbes:
A profile of AI contractor marketplace Mercor, which is valued at $10B and whose three 22-year-old founders are Thiel Fellows, each holding a roughly 22% stake  —  Mercor founders (left to right): Adarsh Hiremath, Brendan Foody and Surya Midha.  —  ULY INC. FOR MERCOR
More: The Indian ExpressX: @richardjnievaLinkedIn: Richard Nieva and Zach EversonBluesky: @carnage4life
Austin Carr / Bloomberg:
Microsoft's AI tools still lag behind OpenAI's, as Microsoft struggles to create a cohesive AI experience and add new features by integrating OpenAI models  —  Welcome to Tech In Depth, our daily newsletter about the business of tech from Bloomberg's journalists around the world.
Baris Balci / Bloomberg:
Turkish state media reports that Faruk Fatih Ozer, the former CEO of failed crypto exchange Thodex, has been found dead in his prison cell  —  Faruk Fatih Ozer, the former chief executive of collapsed cryptocurrency exchange Thodex, has been found dead in his prison cell in the western Turkish city …
Reuters:
Nvidia says it will supply 260K+ of its most advanced AI chips to the South Korean government and major companies, including Samsung, Naver, and SK Group  —  U.S. semiconductor leader Nvidia (NVDA.O) on Friday said it will supply more than 260,000 of its most advanced AI chips …
Reuters:
MediaTek says it is on track to generate $1B in revenue from its data center AI accelerator ASIC chips in 2026, after reporting Q3 revenue up 7.8% YoY to $4.64B  —  Taiwan's top chip design company, MediaTek (2454.TW), expects to earn revenue of billions of dollars from its AI accelerator ASIC chips by 2027 …
Brian Steinberg / Variety:
ESPN plans to make its College Gameday telecast available on host Pat McAfee's X account, as Disney and YouTube TV continue to spar over a new carriage deal  —  Can Pat McAfee help Disney prevail over YouTube TV in TV's never-ending carriage wars?  —  Disney's ESPN said it would make one …
Financial Times:
China says it will allow some Nexperia semiconductor chip exports to resume to ease critical supply shortages impacting global auto production  —  Dispute over Netherlands-based chipmaker has threatened to disrupt global auto supply chains  —  China has said it will allow some Nexperia chips …

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