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November 2, 2025, 2:58 AM
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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]
More: Fortune, Bg2 Pod on YouTube, and Benzinga
X: @davevermilion, @rihardjarc, @zephyr_z9, @thetranscript_, @thestalwart, @ross__hendricks, @rev_cap, @slow_developer, @altcap, @rvc330, @agnostoxxx, @amitisinvesting, @zephyr_z9, @kakashiii111, @kimmonismus, @altcap, @quantian1, @zephyr_z9, @ericjhonsa, @lokoyacap, @dadiomov, @stockmarketnerd, @jerrycap, @nyc_rivera, @zephyr_z9, @alexeheath, and @compound248. Bluesky: @edzitron.com
| 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.
More: MobileSyrup, TESLARATI, and Barron's Online
Bluesky: @noamscheiber and @esghound.com
Forums: r/Longreads and r/EnoughMuskSpam
| 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
More: CIO Dive, Business Insider, Quartz, Techstrong.ai, Techstrong IT, Sherwood News, and MacDailyNews. LinkedIn: Frederic Boullard
| 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 … | 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
| 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
More: BIG by Matt Stoller and Event Horizon
| 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: Miami Herald, Breitbart, The US Sun, and Coinpedia Fintech News
X: @akurmanaev, @akurmanaev, @akurmanaev, @akurmanaev, and @lowbeta_
LinkedIn: Rebecca Patterson and Jack Wilson
| 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, Reuters, The Times, Bloomberg Law, Jacobin, and The Dispatch
| 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| 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 … | Katie Notopoulos / Business Insider: |
Grokipedia content often closely mirrors Wikipedia except for some political topics but its use of AI makes it better than Wikipedia on obscure entries — - A lot of the non-political entries are just direct copies of Wikipedia. — But in certain cases, Grokipedia improved the Wikipedia page …
More: Financial Times, Daring Fireball, The Forward, and Globe and Mail. Bluesky: @hypervisible.blacksky.app
| 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 Express. X: @richardjnieva. LinkedIn: Richard Nieva and Zach Everson. Bluesky: @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.| 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.
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:
Introducing User Journey in Zoho PageSense — Your visitors have a path. Now you can see what it actually is. You've built a website journey. Product page to pricing to signup.
Introducing User Journey in Zoho PageSense — Your visitors have a path. Now you can see what it actually is. You've built a website journey. Product page to pricing to signup.
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
Hard Fork:
The Ezra Klein Show: The A.I. Revolt Is Here
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.
Channels with Peter Kafka:
The Atlantic's CEO on AI, Billionaire Owners, and Moonlighting as a Creator
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.
Big Technology Podcast:
Apple's Most Ambitious Roadmap Ever? + OpenAI vs. Google vs. Anthropic Revisited
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.
Sources:
Mark Zuckerberg on Muse, Meta's biggest AI bet yet
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.
Lenny's Podcast:
How we built Grok Bot in a month | Roman Ugarte (SpaceXAI)
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.
Invest Like the Best:
Walter Russell Mead - How America Keeps Winning
The leading destination to learn about business and investing. We do this by showcasing exceptional talent and ideas.
Subscribe to Invest Like the Best.
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