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November 2, 2025, 9:30 AM
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| Reuters: |
Nexperia's China unit says it has “sufficient inventories” to sustain order fulfillment “through year-end and beyond”, after the parent suspended wafer supplies — Dutch chipmaker Nexperia's China unit said on Sunday that it had established “sufficient inventories … | Hadriana Lowenkron / Bloomberg: |
The White House says China has agreed to effectively end rare earth export controls issued in 2025 and 2022, and will also close probes of US chip companies — China will effectively suspend implementation of additional export controls on rare earth metals and terminate investigations targeting US companies …
More: The White House, CryptoSlate, New York Post, Reuters, The Times, and Bloomberg Law
| @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]
More: Fortune, Bg2 Pod on YouTube, and Benzinga
X: @londoncap100, @compound248, @altcap, @amitisinvesting, @ericjhonsa, @molloxx, @rvc330, @kimmonismus, @slow_developer, @davevermilion, @rihardjarc, @kakashiii111, @stockmarketnerd, @zephyr_z9, @thestalwart, @ross__hendricks, @agnostoxxx, @quantian1, @lokoyacap, @compound248, @thetranscript_, @rev_cap, @zephyr_z9, @zephyr_z9, @dadiomov, @nyc_rivera, @alexeheath, @altcap, @jerrycap, and @zephyr_z9. Bluesky: @edzitron.com
| 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 …
More: DroneXL.co and Anduril Industries
| Nina Bambysheva / Forbes: |
A profile of David Bailey, Trump's informal crypto advisor who organizes the Bitcoin Conference, as he seeks to turn a Utah health clinic into a bitcoin bank — Bitcoin Magazine publisher David Bailey believes he can turn a tiny Utah healthcare clinic into the Berkshire Hathaway of bitcoin.| Kenrick Cai / Reuters: |
How Google Cloud has become one of Alphabet's fastest-growing businesses under Thomas Kurian, driven by investments in AI, data centers, custom chips, and more — - Google Cloud grew 34% in the third quarter on AI demand — Cloud is now challenging YouTube as Alphabet's No. 2 cash generator| Anatoly Kurmanaev / New York Times: |
How the Venezuelan government is using crypto and stablecoins like USDT to manage the downturn; Venezuela sells most of its oil to China and is paid in crypto — President Nicolás Maduro's opponents hope a new period of economic pain will finally topple his government.
More: Breitbart. X: @akurmanaev, @akurmanaev, @akurmanaev, @akurmanaev, and @lowbeta_
LinkedIn: Rebecca Patterson and Jack Wilson
| Columbia Journalism Review: |
AI browsers can bypass some paywalls; OpenAI's Atlas seems to avoid content from companies suing OpenAI, providing summaries or alternate reporting instead — OpenAI's Atlas and Perplexity's Comet present a new challenge for media companies that want to limit AI access.| 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.| Financial Times: |
Analysis: sports volumes on Kalshi approach $1B a week, with open interest in sports contracts regularly above $100M, significantly higher than other categories — Open interest in Kalshi sports contracts has surged past any other category as lawsuits threaten operations| Tamara Djurickovic / Tech.eu: |
Copenhagen-based Formalize, whose compliance software serves organizations in 80+ countries, raised a €30M Series B co-led by Acton Capital and Blackfin Tech — The company supports thousands of SMEs in efficiently maintaining compliance with EU regulations and responding to regulatory changes.
More: Formalize, Tech Funding News, ArcticStartup, Law360, and Silicon Canals
| Noam Scheiber / New York Times: |
A profile of Aaron Greenspan, who has spent years on a crusade to expose what he believes are financial problems at Tesla and at big tech companies — In 2018, Aaron Greenspan was a 30-something tech entrepreneur wondering what he should do with the several million dollars in his pocket.| George Steer / Financial Times: |
Big Tech's dominance on the S&P 500 is becoming more extreme; the eight biggest tech stocks account for 60% of the gains since the market bottomed in April 2025 — In a week when Nvidia's value reached $5tn, investors in even the broadest index of global companies are now heavily exposed to the AI boom| Akash Sriram / Reuters: |
Oxford Economics: the AI boom is lifting global trade, with ~60% of US data center capex spent on imported IT gear, mainly from Taiwan, South Korea, and Vietnam — - AI reshapes industries, boosts productivity across sectors — Nvidia surpasses $5 trillion market value, leading AI boomSponsor 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.
Cape:
Most carriers track everything. Cape doesn't. — Unlimited talk, text & data, 24-hr metadata deletion, network ID rotation, SIM-attack defense, and more. Switch today and get 29% off for life.
Most carriers track everything. Cape doesn't. — Unlimited talk, text & data, 24-hr metadata deletion, network ID rotation, SIM-attack defense, and more. Switch today and get 29% off for life.
Zoho:
Introducing Zoho Sign MCP: AI-powered digital signature workflows for business — Ever wish you could have your AI agent send a document for signatures and track its progress for you?
Introducing Zoho Sign MCP: AI-powered digital signature workflows for business — Ever wish you could have your AI agent send a document for signatures and track its progress for you?
IDrive:
Protecting your Cloud Applications Data — Backing up Office 365, Google Workspace, Dropbox & Salesforce data is critical to preventing data loss or corruption, complying with laws and avoiding critical downtime in case of a disaster.
Protecting your Cloud Applications Data — Backing up Office 365, Google Workspace, Dropbox & Salesforce data is critical to preventing data loss or corruption, complying with laws and avoiding critical downtime in case of a disaster.Featured Podcasts
Uncapped with Jack Altman:
Tony Xu from DoorDash
Conversations with people I admire about things I'm genuinely interested in.
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Invest Like the Best:
Sam Altman - How to Make an Abundant Future
The leading destination to learn about business and investing. We do this by showcasing exceptional talent and ideas.
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Grit:
Ex-Twitter CEO on Why AI Needs a New Internet | Parag Agrawal
Grit explores what it takes to create, build and scale world-class organizations.
Subscribe to Grit.
Lenny's Podcast:
Anthropic's first technical PM on token maxing, the jagged edge, and living in the future | Dianne Penn
Interviews with world-class product leaders and growth experts to uncover actionable advice to help you build, launch, and grow your own product.
Subscribe to Lenny's Podcast.
Big Technology Podcast:
What Happens If AI Fails?, Subprime Data Center Crisis, How Bad Can SpaceX Get?
The Big Technology Podcast takes you behind the scenes in the tech world featuring interviews with plugged-in insiders and outside agitators.
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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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