Techmeme
November 2, 2026, 7:55 AM

Top News

Anhata Rooprai / Reuters:
Marvell agrees to buy optical components maker Lumentum in a $115B all-stock deal, as it seeks to rival Broadcom; Nvidia invested $2B in each company in 2026  —  Marvell Technology (MRVL.O) is buying optical components maker Lumentum (LITE.O) in a $115 billion all-stock deal, including debt …
SemiAnalysis:
SemiAnalysis launches GDPx, an agentic capability benchmark measuring 11 domains, including chip design, cybersecurity, and RSI; Opus 5.5 tops with a 12% score  —  A comprehensive benchmark spanning RSI, hardware design, cyber, bio, finance, legal, quant trading, chip design, software engineering, materials science, and alignment
Zack Abrams / The Block:
Binance says net outflows were ~$3.64B, or 2.1% of assets, in the 9.5 hours after it began restoring withdrawals; DefiLlama puts 24-hour net outflows at $5.86B  —  The exchange said the outflows equal 2.1% of its assets and that withdrawal volumes have eased after an initial spike.
Bloomberg:
Kevin Whitelaw / Bloomberg:
Reuters:
YC Labs:
Rivka Galchen / New Yorker:
A profile of UCLA professor Terence Tao, who was once enthusiastic about AI's role in math but now warns of AI destroying the field's deliberative process  —  A.I. is solving problems that stumped the field for decades.  Mathematicians look to Terence Tao for guidance on their altered world.
Axios:
OpenAI plans a post-midterms policy and PR blitz, pushing mandatory “speed limits” for powerful AI and rebranding its data centers as “AI compute campuses”  —  Right after Tuesday's midterms, OpenAI will unleash a policy and PR blitz to try to get in sync with the new Washington …
Bloomberg:
Yasutaka Tamura / Bloomberg:
Filing: Anthropic plans to raise up to $3.5B from Japanese investors as part of its IPO, joining Australia, Canada, and parts of Europe in having direct access  —  Anthropic PBC aims to raise up to $3.5 billion from Japanese investors in its initial public offering in the US …
Rest of World:
Hirundo, Lazarus, and others are applying machine unlearning and weight edits to Chinese models to remove censorship and harden security for Western companies  —  A growing number of startups are editing powerful Chinese open-weight models for Western businesses that are concerned about censorship and security.
Bloomberg:
Supermarkets across Belgium and Sweden report sudden overnight temperature spikes in fridges and freezers due to suspected hacks, mirroring French cyberattacks  —  Supermarkets across Europe were hit by suspected cyberattacks that resulted in sudden changes in the temperatures of their fridges …
Dean Takahashi / GamesBeat:
Saudi Aramco acquires a 49% stake in AI startup Humain, contributing ~$2.6B in cash in 2026 plus AI, compute, and digital assets; Saudi Arabia's PIF retains 51%  —  Join the Leaders Making Gaming's Next Big Deals.  GamesBeat NEXT brings 500+ executives, CEOs, founders, and investors to San Francisco …

Sponsor Posts

Subquadratic:
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Zoho:
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IDrive:
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WebBrain:
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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.
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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.
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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.
 

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Earlier Picks

Andrew Fedorov / The San Francisco Standard:
Amir Efrati / The Information:
Harry Lambert / Colossus: