| Dwarkesh Patel / Dwarkesh Podcast: |
Q&A with Satya Nadella on business models for AGI, Copilot, Microsoft AI, the hyperscale business, the OpenAI partnership, capex, sovereign AI efforts, and more — As part of this interview, Satya Nadella gave Dylan Patel (founder of SemiAnalysis) and me an exclusive first-look at their brand-new Fairwater 2 datacenter.| SemiAnalysis: |
| Sebastian Herrera / Wall Street Journal: |
| Brody Ford / Bloomberg: |
| Angel Au-Yeung / Wall Street Journal: |
AI coding startup Cursor raised a $2.3B Series D co-led by Accel and Coatue at a $29.3B valuation, after raising a $900M Series C at a $9.9B valuation in June — Cursor, which was founded by four MIT graduates who are still in their mid-20s, raised $2.3 billion in its third funding round this year| Thomas Ricker / The Verge: |
Leaker Evan Blass details Samsung's upcoming trifold phone: named “Galaxy Z TriFold”, it has a 6.5" cover display, a 10" total display, and a 200MP main camera — The Galaxy Z TriFold could launch on December 5th. … Reputable gadget leaker Evan Blass has taken to X with … | Pei Li / Bloomberg: |
Sources: Tencent and Apple signed a deal to let Apple handle payments and take a 15% cut of purchases in WeChat mini games and apps, after over a year of talks — Tencent Holdings Ltd. has agreed a deal with Apple Inc. that will see the iPhone maker handle payments and take a 15% cut … | Sherry Qin / Wall Street Journal: |
Tencent reports Q3 revenue up 15% YoY to ~$27B, above ~$26.6B est., net profit up 19% YoY to ~$8.9B, above ~$8B est., and domestic game revenue up 15% YoY — The tech giant delivered a 19% increase in third-quarter net profit — Tencent Holdings reported double-digit growth on its top and bottom lines … | Will Douglas Heaven / MIT Technology Review: |
Google DeepMind unveils SIMA 2, a video-game-playing agent built on Gemini to navigate and solve problems in 3D virtual worlds like Goat Simulator 3 — Google DeepMind has built a new video-game-playing agent called SIMA 2 that can navigate and solve problems in a wide range of 3D virtual worlds.| Mishaal Rahman / Android Authority: |
Google says it will allow “experienced users” to install Android apps made by unverified developers, following backlash against new sideloading restrictions — Google will allow ‘experienced users’ to install Android apps made by unverified developers. — • — TL;DR| Sergiu Gatlan / BleepingComputer: |
Europol, Eurojust, and others dismantle 1,025 servers used by the Rhadamanthys infostealer, VenomRAT, and Elysium botnet, in the latest Operation Endgame phase — Law enforcement authorities from nine countries have taken down over 1,000 servers used by the Rhadamanthys infolstealer … | Mia Sato / The Verge: |
Google launches AI-powered shopping features in the US, including conversational search, side-by-side item comparisons, price tracking, and an agentic checkout — There have never been more options for things to buy. Google is betting AI is how shoppers will make decisions.| Jay Peters / The Verge: |
Valve says the company is “no longer manufacturing” its high-end, PC-tethered VR headset Valve Index, released in 2019 for $999, after unveiling the Steam Frame — While showing its new Frame VR headset to The Verge, Valve confirmed that it's moving on from its previous one.| Ivan Mehta / TechCrunch: |
LinkedIn rolls out AI-powered people search to premium users in the US, with plans to expand it to other countries in the coming months — For the last two years, LinkedIn has tried to infuse AI into different parts of its platforms, including ad copies, content creation, personalized digests … | Samuel Stolton / Bloomberg: |
The EU opens a DMA investigation into Google for allegedly demoting news outlets with content from commercial partners, which Google says is an anti-spam policy — Google is under investigation by European Union antitrust watchdogs over concerns it unfairly demotes some news results in a probe … | Samantha Subin / CNBC: |
Sources: xAI raised $15B, adding $5B to the $10B it reportedly raised in September at a $200B valuation; Elon Musk replies “false” to an X post about the report — Elon Musk's artificial intelligence company xAI has raised $15 billion from investors, sources familiar with the matter told CNBC's David Faber.| Wall Street Journal: |
Sources: Verizon plans to cut ~15,000 jobs, its largest workforce reduction ever, and transition ~200 stores into franchised operations, seeking to cut costs — The telecommunications company is looking to reduce costs as it works to stem customer losses — Verizon Communications is planning … | Neil Vigdor / New York Times: |
AIDOL, one of the first anthropomorphic robots in Russia, face-planted at a demo in Moscow; organizers dragged the robot away and covered it with a black drape — The robot, known as AIDOL, staggered onstage during a technology showcase in Moscow. Organizers blamed the mishap on calibration and lighting issues.| Wall Street Journal: |
Anthropic says China's state-sponsored hackers used its tools to automate 80% to 90% of a September hacking campaign that targeted corporations and governments — The use of AI automation in hacks is a growing trend that gives hackers additional scale and speed| Chris Welch / Bloomberg: |
OnePlus debuts the $900+ OnePlus 15, with a Snapdragon 8 Elite Gen 5, a 7,300mah battery, and a 6.78" 165Hz screen; the US government shutdown delays a US debut — The OnePlus 15 has top-tier gaming performance and can control TVs as a universal remote. — The US federal government shutdown … | Ben Jiang / South China Morning Post: |
Baidu unveils two AI chips: the M100 for efficient MoE inference, coming in early 2026, and the M300 for training super-large multimodal models, coming in 2027 — The M100 and M300 provide ‘powerful, low-cost and controllable AI computing power’ to support the nation's self-reliance push, the firm says| OpenAI: |
OpenAI rolls out GPT-5.1 Instant, which is “warmer by default”, and GPT-5.1 Thinking, which is “easier to understand and faster”, starting with paid subscribers — We're upgrading GPT‑5 while making it easier to customize ChatGPT. Starting to roll out today to everyone, beginning with paid users.| Aisha Malik / TechCrunch: |
Meta overhauls Facebook Marketplace, adding new collaborative tools, expanded social features, an improved checkout experience, and Meta AI integrations — Meta is overhauling Facebook Marketplace with new collaborative tools, social features, an improved checkout experience, and Meta AI integrations, the company announced Thursday.| Kurt Schlosser / GeekWire: |
Amazon renames Project Kuiper to Amazon Leo, a nod to “low Earth orbit”; so far, Amazon has launched 150+ satellites as part of a 3,200 planned constellation — Amazon is rebranding its ambitious effort to expand global access to high-speed internet: Project Kuiper will now be known as Amazon Leo.| Tim De Chant / TechCrunch: |
Exowatt, which aims to use concentrated solar power to generate 1¢ per kWh electricity for data centers, raised a $120M Series A from a16z, Sam Altman, and more — When Hannan Happi started thinking about how to solve the AI power crisis, he kept one figure in mind: one cent per kilowatt-hour.| Luz Ding / Bloomberg: |
Sources: Alibaba is renaming its AI app Tongyi to “Qwen”, aiming to make it more like ChatGPT, and adding agentic-AI shopping features for platforms like Taobao — Alibaba Group Holding Ltd. is preparing an overhaul of its main mobile AI app in coming months to help … | Elissa Welle / The Verge: |
Spotify starts rolling out Recaps, a new AI feature for audiobooks that summarizes what users have listened to so far, in beta on iOS — The Recap button will show up automatically on some English-language audiobooks in the iOS app. … Spotify is launching a new AI feature … | Meir Orbach / CTech: |
Salesforce buys Doti AI for $100M; the Israeli startup raised $7M and its Work AI tool lets enterprises securely access and use internal knowledge in real time — The young Israeli company, founded by former Wix engineers, will bring agentic knowledge discovery tools into Slack.| Aisha Malik / TechCrunch: |
TikTok launches Bulletin board, which lets brands and creators share public, one-to-many messages to their followers, similar to Instagram's broadcast channels — TikTok announced on Thursday that it's launching “bulletin board,” a new feature that lets brands and creators share public, one-to-many messages to their followers.| Wall Street Journal: |
An investigation traces how Shanghai-based AI startup INF Tech accessed advanced Nvidia chips at an Indosat data center in Jakarta, despite US export controls — In Indonesia, semiconductors covered by U.S. export controls are ready to help a Shanghai-based group.| Denitsa Tsekova / Bloomberg: |
Polymarket starts live testing its US exchange, first with select users, and says the exchange is fully functional with some users betting on real contracts — Polymarket has begun live testing its US exchange by quietly opening up to some users and matching trades ahead of its planned relaunch in the American betting market.| Jess Weatherbed / The Verge: |
Google launches Cameyo by Google, after acquiring the software virtualization company in June 2024, to help organizations run legacy Windows apps on ChromeOS — Cameyo by Google makes it easier to run Windows-based apps on Chromebooks. … After acquiring software virtualization company Cameyo last year … | Financial Times: |
A look at Indian messaging app Arattai, which officials are backing as a domestic WhatsApp alternative; Arattai maker Zoho says it had 350K sign-ups in October — Top officials promote domestic messaging platform as Narendra Modi pushes self-reliance in face of US tariffs
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| Salvador Rizzo / Washington Post: |
| Stephanie Stacey / Financial Times: |