Open Links In New Tab
Mobile Archives Advertise Site News Contact Editors
Techmeme
October 29, 2026, 7:55 PM
Mediagazer memeorandum WeSmirch
Home River Leaderboards About Events Newsletter

Top News

New York Times:
US officials believe Megaspeed executive Alice Huang, who has a close relationship with Jensen Huang, is a Chinese asset; Trump was briefed and took no action  —  Jensen Huang, the chief executive of Nvidia, is influential at the White House on technology policy and has developed …
The Block:
Binance says it is investigating a “potential security issue” as suspicious outflows reach up to $5.8B; Tether freezes 1.5B+ USDT, Circle freezes 800M+ USDC  —  Onchain data shows about $3.55 billion in incoming transfers to the unlabeled wallet, with nearly $900 million subsequently moved across other wallets.
Stephen Morris / Financial Times:
Alphabet's stock falls 12.3%, wiping a record $500B from its market cap, after reporting negative cash flow amid its AI spending; the Nasdaq falls 1.4%  —  Google owner admits ‘AI mode’ has hurt traditional search as sales and profits undershoot expectations
Amazon:
Amazon reports Q3 revenue up 12% YoY to $201.9B, net income down 2% to $20.7B, and operating income up 61% to $28.1B; AMZN drops 8%+ after hours  —  Operating income was $28.1 billion and operating margin was 13.9%—Amazon's highest operating margin ever AWS net sales increased 39.3% …
Reuters:
DoorDash agrees to acquire Instacart in a ~$17B deal, paying $65 per share, a 26% premium to its October 22 close, as the platform delivery market consolidates  —  DoorDash (DASH.O) said on Thursday it would buy Instacart (CART.O) in a deal valued at about $17 billion, stepping up its push …
Sara Fischer / Axios:
Reddit plans to require users to log in to fully access the site in response to AI scraping, and to begin tests in select markets outside the US this quarter  —  Reddit on Thursday said it's moving to become a primarily logged-in experience, marking one of the most significant shifts in its 21-year history.
Radhika Rajkumar / ZDNET:
Mistral releases the weights for Mistral Large 4, or Le Chonk, and says it rivals top open models such as GLM-5.3 on the Artificial Analysis Coding Agent Index  —  Mistral has released the weights for Large 4, along with some impressive Artificial Analysis scores.  —  ZDNET's key takeaways
Vittoria Elliott / Wired:
Sources: an Accenture staffer's Claude agent ran on a DOD network for two months and appears to have sent info to a third-party site before it was identified  —  Sources tell WIRED that an Accenture employee's personal Claude agent ran on a DOD network for two months before it was identified and the vulnerability could be patched.
Reuters:
Polymarket resumes trading after a security incident with a third-party provider, which a source says is DebugBear, and says it will reimburse affected traders  —  Polymarket said on Thursday it had restored trading after a temporary halt prompted by a security incident involving a third-party provider …
Phoebe Liu / The Information:
Sources: Nvidia is in talks to provide Nscale with billions of dollars in credit guarantees for debt to develop a 460MW data center that Anthropic plans to use  —  Nvidia is in talks to provide Nscale, a young AI cloud provider, with billions of dollars in credit guarantees for debt to develop …
Katie Tarasov / CNBC:
Intel reports Q3 revenue up 21% YoY to $16.5B, vs. $16.5B est., and forecasts Q4 revenue and adjusted EPS below estimates; INTC drops 23%+ after hours  —  Intel shares plummeted more than 20% in extended trading on Thursday after the chipmaker issued a weak fourth-quarter forecast, citing continued softness in the global PC market.
Bloomberg:
Canada-based Cohere completes the first close of a round that it expects to total up to $5B, with Canada agreeing to invest up to $1.14B, at a $20.5B valuation  —  Cohere Inc., an artificial intelligence model maker, is in the process of raising a large funding round at a $20.5 billion valuation …
Lauren Forristal / TechCrunch:
Google plans to expand “high-quality ads within AI Overviews in AI Mode” into international markets, as growth in its core search ad business slows  —  Google is bringing ads in its AI-powered Search experiences to international markets, betting that generative AI can open …
Simon Sharwood / The Register:
Google reports Search revenue up 12% YoY to $63.25B in Q3 2026, down from 14.5% in Q3 2025, and attributes the slowdown to “lower monetization” in AI Mode
Andy Larsen / Salt Lake Tribune:
Utah files 14 criminal charges against Kalshi and its co-founders Tarek Mansour and Luana Lopes Lara for allegedly breaking Utah's gambling laws  —  The state of Utah has filed 14 criminal charges, including 13 felony counts, against the prediction market site Kalshi and its co-founders …
OpenAI:
OpenAI updates Model Spec to reorganize it around five values: faithfulness to human intent, harm minimization, honesty and transparency, human agency, and care  —  As our models get smarter and take more consequential actions in the world, it becomes increasingly important that they go beyond …
John Collison / Cheeky Pint:
Q&A with Sam Altman on finding PHP bugs, sandboxing superhuman models as an unsolved safety dilemma, robotics scaling data centers, math, agent swarms, and more  —  Sam Altman, CEO of OpenAI, joins John to break down how models uncovered critical PHP vulnerabilities …
Wired:
Bluesky blocks links to a leaked archive containing personal data of 41,000+ DHS employees and contractors, saying it was “shared without their authorization”  —  Bluesky tells WIRED it blocked links to a leaked archive of information on 41,000 ICE, CBP, and other DHS workers …
Wired:
Hackers leak the personal data of 41,000+ DHS employees and contractors, including CBP and ICE agents; DDoSecrets says the data came from DHS' Okta login system
Reuters:
Sources: the Pentagon is treating the late August freezer malfunctions across 6+ military bases as a suspected cyberattack and is working with French police  —  The Pentagon is treating the spate of mysterious freezer malfunctions that spoiled food at military bases across the United States …
Lauren McCarthy / New York Times:
Kalshi raised $1B led by Sequoia and Wellington Management at a $40B valuation, up from a $22B valuation after raising $1B in May, its last raise before an IPO  —  The prediction market raised $1 billion in a new funding round and landed a market value almost double that of rival Polymarket.
Rolfe Winkler / Wall Street Journal:
How surging demand from AI hyperscalers has quintupled flash memory prices and shifted market and negotiating power from Apple to suppliers like Kioxia  —  The iPhone maker for years bullied flash-storage makers into steep discounts—until AI hyperscalers bid up prices and gobbled up supply

Sponsor Posts

Subquadratic:
SubQ Snap 1.1: the first long-context decision model for real enterprise work  —  Tied for #1 on the AA Decision Index, Snap is a multimodal model with a 384k-token context window for fast reasoning and agentic decisions.
Zoho:
The quiet power of email marketing to maximize impact for nonprofits  —  A life changed.  A problem solved.  A community strengthened.  A future made a little better than it was yesterday.For nonprofits, that's the metric.
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.
WebBrain:
WebBrain: an open-source AI agent for your browser  —  Read pages, fill forms and automate tasks in Chrome or Firefox.  Use local models or your preferred AI provider.  Get started free.
Sponsor Techmeme

Featured Podcasts

Sources:
 A quiet investor's $10 billion bet on AI, chips, and defense
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.
Cheeky Pint:
 The company building America's uranium supply from scratch
Stripe cofounder John Collison interviews founders, builders, and leaders over a pint.
Subscribe to Cheeky Pint.
Grit:
 The Difference Between 1% Improvements and 10x Growth | Immad Akhund
Grit explores what it takes to create, build and scale world-class organizations.
Subscribe to Grit.
Lenny's Podcast:
 How a 19-year-old intern built the growth engine behind this $2B AI company | Hector Serrano
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.
Big Technology Podcast:
 Big Tech's Ugly Week, Getting Rich At Anthropic, AI Costs Plunge
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.
Machine Gods:
 OpenAI's Latest Discoveries Spark a Backlash + Help! My Kid Hates AI
The official podcast of the singularity, from Casey Newton and Kevin Roose. Twice-weekly news, analysis, and interviews with the people who are building the future.
Subscribe to Machine Gods.
Add your podcast here
 

About This Page

This is a Techmeme archive page. It shows how the site appeared at 7:55 PM ET, October 29, 2026.

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.

From Mediagazer

Blake Brittain / Reuters:
The NYT, the New York Daily News, and others sue browser maker Brave for allegedly scraping their articles for AI training and letting users bypass paywalls

Aisha Malik / TechCrunch:
Netflix begins rolling out an “AI Discover” tab on TVs in the US, starting with a feature that offers recommendations based on a user's mood

Adam Chitwood / The Wrap:
Cinemark and Regal won't show Netflix's Cliff Booth, a two-week Imax release; Cinemark says the release model isn't “constructive” for the theatrical ecosystem

More News

Earlier Picks

Kali Hays / BBC:
Vladimir Putin praises Elon Musk as a “real genius” and says Russia is in “close contact” with Musk and the US to coordinate Rassvet and Starlink satellites
Federico Viticci / MacStories:
Apple's touchscreen MacBook Pro is designed for the iPad generation, with an optimized macOS, and the company is right to move on from Steve Jobs' skepticism
Mediagazer memeorandum WeSmirch
Home River Leaderboards About Events Newsletter