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November 6, 2025, 10:00 AM
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| Berber Jin / Wall Street Journal: |
OpenAI CFO Sarah Friar says an “IPO is not on the cards right now”, and that OpenAI hopes the US government will “backstop” financing of its data center deals — Sarah Friar says the AI giant could reach break-even quickly and would like government backstop on data-center investments
More: Wall Street Journal, Bloomberg, investingLive, Tom's Hardware, New York Times, Implicator.ai, The Decoder, Dow Jones Newswires, NDTV Profit, ZeroHedge News, MarketWatch, Analytics India Magazine, The Information, naked capitalism, NextBigWhat, Wall Street Journal, PYMNTS.com, Wall Street Journal, Channel NewsAsia, and Seeking Alpha
X: @ellliotttb, @aoverk, @conorsen, @stealthqe4, @dowdedward, @mikeisaac, @dgt10011, @finnmurphy12, @rondesantis, @iamgingertrash, @ericnewcomer, @dr_gingerballs, @kennethdredd, @deredleritt3r, @benbajarin, @julianmi2, @simonsarris, @ikrietzberg, @luke_metro, @dampedspring, @buccocapital, @edzitron, @openainewsroom, @realjimchanos, @kakashiii111, @ikrietzberg, @_danielsinclair, @iamdcinvestor, @garymarcus, @dkthomp, @ositanwanevu, @edzitron, @mattyglesias, @thezvi, @gerritd, @gerritd, @bjornjeffery, @shiringhaffary, @liebermanaustin, @grady_booch, @scaling01, @tszzl, @kylebrussell, @ruima, @jason, @deanwball, @gerritd, @donmiami3, @zerohedge, @shiringhaffary, and @kalshi
LinkedIn: Sarah Friar and Dane Vahey
Bluesky: @mjamurphy, @edzitron.com, @carlquintanilla, @edzitron.com, and @shiraovide. Threads: @carnage4life
Forums: r/Economics, r/OpenAI, and r/StockMarket
| Sharon Goldman / Fortune: |
More: Fast Company, Analytics India Magazine, TheStreet, and OpenAI
X: @sharongoldman, @fortunemagazine, and @sharongoldman. LinkedIn: Rikki Gorman. Forums: r/artificial
| Mark Gurman / Bloomberg: |
Sources: Apple is finalizing a deal to pay Google ~$1B per year for a 1.2T-parameter Gemini model to help power the new Siri, which is on track for next spring — Apple Inc. is planning to pay about $1 billion a year for an ultrapowerful 1.2 trillion parameter artificial intelligence model developed …
More: TheStreet, TechCrunch, 9to5Mac, The Verge, Reuters, MacRumors, Spyglass, PYMNTS.com, Livemint, Implicator.ai, Shelly Palmer, TechRadar, The Decoder, Gizmodo, Android Headlines, MacStories, Phandroid, Fortune, Tom's Guide, Neowin, Mobile World Live, Silicon UK, Daily Ausaf, Blockonomi, TipRanks Financial, AI News, O'Grady's PowerPage, Analytics India Magazine, The Hans India, Benzinga, Beebom, Moneycontrol, COINOTAG NEWS, NextBigWhat, Android Authority, and BonTech Labs
X: @gergelyorosz, @stevehou0, @mattcassinelli, @dnystedt, @zephyr_z9, @rjonesy, @mattcassinelli, @munster_gene, @sixsigmacapital, @signulll, @benbajarin, @markgurman, @vadimyuryev, and @markgurman
Bluesky: @mgsiegler.com, @timkellogg.me, @mikeelgan, @shiraovide, and @stevekovach. Threads: @szed_ar. Mastodon: @viticci@mastodon …
Forums: r/worldnews, r/OpenAI, r/google, r/technology, r/apple, and MacRumors Forums
| Jeff Horwitz / Reuters: |
Docs: Meta projected in December 2024 that 10.1% of its 2024 revenue, or $16B, came from ads for scams and banned goods, including ~$7B from “higher risk” ads — Meta projected 10% of its 2024 revenue would come from ads for scams and banned goods, documents seen by Reuters show.
More: Indicator. Bluesky: @karlbode.com, @timkarr, @whotargets.me, @jeffhorwitz, and @petertl
Forums: r/news and r/technology
| Financial Times: |
Jensen Huang warns “China is going to win the AI race”, after the US kept a ban on advanced AI chip sales to China, and says the West is held back by “cynicism” — CEO criticises western ‘cynicism’ while Beijing loosens regulations and cuts energy costs for data centres
More: Tom's Hardware, Reuters, Fortune, Quartz, Anadolu Ajansı …, Sherwood News, The Information, Axios, Mediaite, LiveScience, WinBuzzer, CNBC, Proactive, DigiTimes, Channel NewsAsia, Macao News, Watcher Guru, TipRanks Financial, Livemint, Tech in Asia, Blockonomi, Business Insider, Benzinga, Blockchain.News, ZeroHedge News, and Barron's Online
X: @doomslide, @michaelsobolik, @aoverk, @annmarie, @briangobosox, @realpeteyb123, @briantycangco, @krugermacro, @dhinchcliffe, @fredsoda, @therealdansaedi, @atlas_invst, @pburdzy, @trentlapinski, @olivierfrancois, @conorsen, @m_c_klein, @dr_gingerballs, @ft, @ross__hendricks, @zerohedge, and @ryan_trollip
Forums: r/BlackboxAI_, r/TrueAnon, and Slashdot
| Jason Schreier / Bloomberg: |
Rockstar says it fired dozens of employees last week for “distributing and discussing confidential information in a public forum”, disputing union allegations — Rockstar Games terminated more than 30 people last week in an action that a labor group called “union-busting.”
More: BBC, Game Developer, Rock, Paper, Shotgun, GameSpot, TheGamer, TechRadar, Video Games Chronicle, Gameranx, Screen Rant, IGN, Beebom, GamingBolt, NDTV Profit, Push Square, Kotaku, 80 Level, Dexerto, PC Gamer, and Comic Book
Bluesky: @jasonschreier. Forums: r/Games, r/xbox, r/pcgaming, r/TwoBestFriendsPlay, r/rockstar, r/gaming, and r/PS5
| Sebastian Herrera / Wall Street Journal: |
Microsoft AI CEO Mustafa Suleyman lays out the company's plans to develop AI self-sufficiency from OpenAI, like releasing its own voice, image, and text models — Tech giant forms team led by AI chief Mustafa Suleyman to build top artificial-intelligence systems and distance itself from longtime partner| Sky News: |
Investigation: X amplifies right-wing and extreme political content in the UK, as Elon Musk endorses fringe right-wing politicians and encourages nationalism — “Elon Musk is a great leader,” says Amy, a British woman outside the Britannia Hotel in London at an anti-immigration rally in August.
X: @elonmusk, @elonmusk, @labourlewis, @streettough, @supertanskiii, @peterstefanovi2, @allrightidiots, @chrislawsnp, @greenpeteru, @jonburkeuk, @skynews, @alonso_gd, @narindertweets, and @globalaffairs
Bluesky: @jonathancohn, @ottoenglish, @pickardje, @mrjamesob, @felicityhannah, @drjennings, and @iandunt
Mastodon: @ianbetteridge@social … and @pre@boing.world
Forums: r/EnoughMuskSpam, r/AskBrits, and r/uknews
| Abner Li / 9to5Google: |
Google says Gemini Deep Research can now directly draw on information stored in users' Gmail emails, Drive files, and Chat conversations to generate reports — After adding PDF support in May, Gemini Deep Research can now directly tap information stored in your Gmail and Google Chat conversations, as well as Google Drive files.| Annie Palmer / CNBC: |
Senators Mark Warner and Josh Hawley unveil a bipartisan bill that would require companies and US agencies to submit quarterly reports on AI-related job impacts — A new bipartisan bill seeks to provide a “clear picture” of how artificial intelligence is affecting the American workforce.
More: Josh Hawley, U.S. Senator Mark R. Warner, Americans for Responsible …, Axios, US Congress, PYMNTS.com, Inc.com, PCMag, Nextgov/FCW, FedScoop, and InsideAIPolicy.com
Forums: r/technology and Slashdot
| Julian Chokkattu / Wired: |
Sandbar unveils the $249+ Stream Ring, an AI-powered smart ring for transcribing audio notes into text via an app, available to preorder, shipping summer 2026 — A new company called Sandbar has unveiled a smart wearable called Stream Ring, which uses a microphone to record your softly spoken thoughts.
More: Sandbar, Engadget, Android Police, The Decoder, TechCrunch, Trusted Reviews, Gizmodo, Sandbar on YouTube, Sandbar on YouTube, Digital Trends, ZDNET, The Verge, Tom's Guide, TechEBlog, Mashable, Android Headlines, Fast Company, and CNET
X: @sandbar, @sandbar, @realjessylin, @tbpn, @stevemoraco, @felixohartmann, and @_ceee_
Bluesky: @neilturkewitz, @ceetar, and @insortediaboli
| Ben Bergman / Business Insider: |
Source: Google is in early talks to deepen its strategic investment in Anthropic that could value the AI company at more than $350B — - The talks come as Anthropic and its main rival, OpenAI, are in a multitrillion-dollar race to dominate AI. — Big Tech companies are taking sides …
More: Benzinga, Reuters, WinBuzzer, and TipRanks Financial
| Karissa Bell / Engadget: |
Foursquare founder Dennis Crowley's new startup Hopscotch Labs releases BeeBot, which combines AI, audio, and location-based social features, on the App Store — BeeBot is an “app for AirPods” that combines AI, audio and location-based social features. — Foursquare founder Dennis Crowley …
More: Dennis Crowley, The Verge, and WeRSM
| Kate O'Keeffe / Bloomberg: |
Sources, public records, and documents detail TuSimple's downfall, after it transferred autonomous driving IP to Chinese partners despite a 2022 CFIUS agreement — American officials thought they'd secured a deal with TuSimple to protect autonomous-driving technology. It didn't work.| Ben Thompson / Stratechery: |
The AI boom is driving coordinated innovation in the US as it builds fabs and energy infrastructure that could have lasting value even if the bubble bursts — It's funny to remember that a decade ago there were enough people convinced we were in a bubble that I felt compelled to write …
More: Financial Times. X: @stratechery, @abstractopinion, @benbajarin, and @jayair. LinkedIn: Jerome Kucera. Bluesky: @gilesyb
| Kirsty Needham / Reuters: |
Sources and documents: Google plans to build an AI data center on Australia's remote Christmas Island after signing a cloud deal with its DOD earlier in 2025 — - Plans come after Google, Australian Department of Defence sign cloud deal — Christmas Island increasingly featuring in regional war game scenarios
More: DatacenterDynamics, Benzinga, WinBuzzer, Tech in Asia, COINOTAG NEWS, and TipRanks Financial
| Sarah Jacob / Bloomberg: |
Nexperia says it suspended wafer supplies to its China factory because the local unit refused to make payments and has ignored global management's instructions — Nexperia suspended supplies to its China factory because the local unit refused to make payments, laying bare the internal discord at the heart of a global chip crisis.
More: Nexperia, Yahoo Finance, Reuters, New York Times, and Bloomberg Law
| CNBC: |
Google says Ironwood, its seventh-gen TPU, will launch in the coming weeks and is more than 4x faster than its sixth-gen TPU; it comes in a 9,216-chip config — Google is making its most powerful chip yet widely available, the search giant's latest effort to try and win business …
More: SiliconANGLE, Dow Jones Newswires, TipRanks Financial, and Trusted Reviews
Forums: r/singularity and r/wallstreetbets
| Russell Brandom / TechCrunch: |
Inception, which is building diffusion-based AI models for code and text, raised a $50M seed led by Menlo and releases an update to its Mercury coding model — With so much money flooding into AI startups, it's a good time to be an AI researcher with an idea to test out.
More: Implicator.ai
| Bloomberg: |
Sources: SoftBank explored a potential takeover of Marvell earlier this year to merge it with Arm, in what would have been the chip industry's largest-ever deal — SoftBank Group Corp. explored a potential takeover of US chipmaker Marvell Technology Inc. earlier this year …
More: MarketWatch, Dow Jones Newswires, Blockonomi, Benzinga, The Information, Reuters, and Sherwood News
| Thomas Claburn / The Register: |
Sony unveils the Fair Human-Centric Image Benchmark dataset to test the fairness of computer vision models, saying it was compiled in a fair and ethical manner — Images in the test dataset were all sourced with consent — AI models are filled to the brim with bias …
More: Nature, Sony AI, Implicator.ai, Sony AI on YouTube, Sony AI, Engadget, and Tech Xplore. LinkedIn: Julienne LaChance
| Russell Brandom / TechCrunch: |
Microsoft built a simulated marketplace to test hundreds of AI agents, finding that businesses could manipulate agents into buying their products and more — On Wednesday, researchers at Microsoft released a new simulation environment designed to test AI agents, along with new research showing … | Bloomberg: |
Pony.ai's and WeRide's shares fell as much as 15% in their Hong Kong trading debuts; Pony.ai raised ~$863M in the secondary offering, and WeRide raised ~$309M — Pony AI Inc. and WeRide Inc. fell on their trading debuts in Hong Kong after the pair of Chinese robotaxi firms battled …
More: Fortune, Bloomberg, Financial Times, CarNewsChina.com, CnEVPost, Nikkei Asia, Reuters, South China Morning Post, CNBC, and Reuters
| Julie Bort / TechCrunch: |
Fomo, a consumer crypto trading app, raised a $17M Series A led by Benchmark, bringing its total funding to $19M, and reports $20M-$40M in daily trading volume — Paul Erlanger and Se Yong Park, co-founders of consumer crypto trading app Fomo, took an unusual route to raising capital that is paying off for them.
More: fomo
| Jordan Novet / CNBC: |
Figma reports Q3 revenue up 38% YoY to $274.2M, above $265.2M est., an adjusted operating margin of 12%, above 6.5% est., and forecasts Q4 revenue above est. — Design software maker Figma on Wednesday reported stronger-than-expected third-quarter revenue and quarterly revenue guidance.
More: Yahoo Finance, Business Wire, MarketWatch, and Bloomberg
| Bloomberg: |
Snap announces a deal to distribute Perplexity's search engine to Snapchat users; Perplexity will pay Snap $400M through a combination of cash and equity — Snap Inc. shares surged more than 25% in extended trading after the company announced a $400 million partnership with Perplexity AI Inc …
More: Snap Inc., TechCrunch, Reuters, Business Insider, MediaPost, Mashable, WinBuzzer, ZeroHedge News, The Decoder, Financial Times, CNBC, Forbes, The Indian Express, Moneycontrol, BMI, Neowin, Digit, Digital Trends, Blockonomi, Watcher Guru, Benzinga, Social Media Today, NextBigWhat, The Information, Deadline, Search Engine Journal, SiliconANGLE, Wall Street Journal, and The Verge
X: @rihardjarc, @mahasr199, @kylebrussell, @perplexity_ai, @alphasenseinc, @dmitry140, @aravsrinivas, and @snap
LinkedIn: Michael Greenberg and Derek Todd Hester
| New York Times: |
The Chan Zuckerberg Initiative restructures to focus on AI and science, led by Biohub research centers, and acquires AI startup Evolutionary Scale's team — The Chan Zuckerberg Initiative said its restructured organization, Biohub, would lead its focus on artificial intelligence and scientific research.
More: Axios, Associated Press, and Biohub
| Krystal Hu / Reuters: |
LA-based Metropolis, which operates AI- and computer vision-enabled parking lots, raised $1.6B, including a $500M Series D led by LionTree at a $5B valuation — Metropolis Technologies, a U.S. operator of parking lots that uses artificial intelligence and computer vision to recognize vehicles …
More: CNBC
| Kate Duffy / Bloomberg: |
British Airways owner IAG signs a deal with SpaceX's Starlink for Wi-Fi across all five carriers in the airline group, making it available in 500+ aircraft — British Airways owner IAG SA inked a deal with SpaceX's Starlink for inflight Wi-Fi across all five carriers in the airline group.
More: The Sun, The Standard, The Times, and Simple Flying
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| Jake Pearson / ProPublica: |
X: @crewcrew and @jakepearsonprop
Bluesky: @karaswisher, @robertscotthorton, @moskov.goodventures.org, @caitlinkelly, and @charlesornstein
Mastodon: @dangillmor@mastodon.social and @ProPublica@newsie.social
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