Techmeme
November 2, 2025, 10:45 AM

Top News

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 …
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.
@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 …
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.
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
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.
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

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Baris Balci / Bloomberg:

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