Techmeme
November 6, 2025, 6:10 AM

Top News

Mark Gurman / Bloomberg:
Sources: Apple plans to pay Google about $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 …
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 might backstop the financing of data center deals  —  Sarah Friar says the AI giant could reach break-even quickly and would like government backstop on data-center investments
OpenAI:
Annie Palmer / CNBC:
Sens. Mark Warner and Josh Hawley introduce 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.
Jason Schreier / Bloomberg:
Rockstar says it fired dozens of staff last week due to “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.”
Financial Times:
Jensen Huang warns “China is going to win the AI race”, after the US kept a ban on high-end 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
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.
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 …
Jonathan Vanian / CNBC:
Abner Li / 9to5Google:
Google says Gemini Deep Research can now directly draw on information stored in users' Gmail, Drive, and Chat to create 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.
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.  LinkedIn: Jesse Middleton.  Bluesky: @karissabe.  Threads: @dens, @dens, @dens, and @dens
Ari Levy / CNBC:
Qualcomm reports Q4 revenue up 10% YoY to $11.27B, above $10.79B est., handsets revenue up 14% YoY to $6.96B, and forecasts Q1 revenue above estimates  —  Qualcomm reported fiscal fourth-quarter results on Wednesday that beat analyst estimates on the top and bottom lines.
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: @jayair, @abstractopinion, @stratechery, and @benbajarin.  LinkedIn: Jerome Kucera.  Bluesky: @gilesyb
Isabelle Bousquette / Wall Street Journal:
Quantinuum unveils Helios, a quantum computer with 98 physical qubits, from which it can deliver 48 logical error-corrected qubits, an impressive 2:1 ratio  —  Quantinuum unveils its latest system, Helios, inching the industry toward the day the technology will deliver meaningful commercial value
MacKenzie Sigalos / CNBC:
Robinhood reports Q3 revenue up 100% YoY to $1.27B, vs. $1.19B est., transaction-based revenue up 129% to $730M, vs. $739M est., and net income up 271% to $556M  —  Robinhood beat Wall Street expectations for the third quarter on Wednesday, extending a hot streak that has made it one of the biggest large-cap U.S. tech stocks this year.
Jake Pearson / ProPublica:
Sources and docs: after Marc Andreessen donated $5M+ to Trump's 2024 campaign, most CFPB probes have stalled, including three into Andreessen-backed companies  —  The Trump administration's gutting of the Consumer Financial Protection Bureau has been good for venture capitalists like Andreessen …
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 …
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 …

Sponsor 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.
Zoho:
Introducing Campus: The digital home for educational institutions  —  Every educational institution needs a place where students, teachers, and administrators can find one another, communicate …
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.
Soxton:
Fast, affordable law for startups  —  Soxton automates startup legal so founders can move faster and sleep better.  We handle incorporation, advisor, employment and commercial contracts.  Join the waitlist for early access!

Featured Podcasts

Big Technology Podcast:
Anthropic's IPO Leak, OpenAI's Dots vs. Meta's Muse, Visual Turing Test
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:
OpenAI's Dots lead on the future of ChatGPT
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.
Great Chat:
What does the tech industry owe San Francisco?
A podcast mostly about tech. Brought to you weekly by Angela Du, Sally Shin, Mac Bohannon, Helen Min, and Ashley Mayer.
Subscribe to Great Chat.
Uncapped with Jack Altman:
David George from a16z
Conversations with people I admire about things I'm genuinely interested in.
Subscribe to Uncapped with Jack Altman.
Channels with Peter Kafka:
David Ellison's Paramount-Warner Empire & The Fight That Comes Next
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.
Invest Like the Best:
Noah Shinn - Building Instinct: The Personal Agent
The leading destination to learn about business and investing. We do this by showcasing exceptional talent and ideas.
Subscribe to Invest Like the Best.
 

About This Page

This is a Techmeme archive page. It shows how the site appeared at 6:10 AM ET, November 6, 2025.

The most current version of the site as always is available at our home page. To view an earlier snapshot click here and then modify the date indicated.

More News

Chris Eudaily / CNBC:

Earlier Picks

Ash Parrish / The Verge:
Abner Li / 9to5Google:
Nikou Asgari / Financial Times: