Techmeme
November 2, 2026, 8:55 AM

Top News

Anhata Rooprai / Reuters:
Marvell agrees to acquire optical components maker Lumentum in a $115B all-stock deal, as it aims 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 …
Bloomberg:
Supermarkets in Belgium, Ireland, Sweden, Finland, and Estonia report fridge and freezer temperature spikes due to suspected hacks, echoing attacks in France  —  Supermarkets across Europe were hit by suspected cyberattacks that resulted in sudden changes in the temperatures of their fridges …
SemiAnalysis:
SemiAnalysis launches GDPx, an AI frontier model 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
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.
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 $4.05B  —  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:
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 …
Siladitya Ray / Forbes:
Elon Musk says the cost of serving Grok Bot was “unsustainably high relative to revenue”, following subscriber complaints regarding rapid usage limit depletion  —  Topline  —  Elon Musk acknowledged on Sunday that the cost of running SpaceX's AI agent Grok Bot was “unsustainably high” …
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:
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.
Michael S. Rosenwald / New York Times:
British physicist and materials scientist Cyril Hilsum, widely recognized as “the father of liquid crystals” for enabling flat-panel display tech, died at 101  —  The man who helped develop the technology for liquid crystal displays — the screens in flat-panel televisions and laptops — has died at 101.
Scott Alexander / LessWrong:
A look at AI safety debates and the rising popularity of “Stop Unilaterally + Raise Awareness”, or SURA; safety-focused AI labs shouldn't abandon the AI race  —  The AI Futures Project[1] distinguishes several different plans for navigating the AI transition, which I'll lump into two broader categories:

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Featured Podcasts

The Upstarts Podcast:
How Ramp Built A $60B AI Product Factory Off A Corporate Card | Co-CEO Eric Glyman
Veteran tech reporter Alex Konrad sits down with breakout entrepreneurs taking on the status quo to shake up their fields in AI, design, nuclear energy, space, and more.
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Great Chat:
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Big Technology Podcast:
Can AI Keep Going After The Democrats' Big Win? — With Teddy Schleifer
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:
Crypto's Biggest Heist Ever + The Spy Who Loved Nvidia + Hacktober's Unsolved Mysteries
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.
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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.
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Earlier Picks

Dean Takahashi / GamesBeat:
Andrew Fedorov / The San Francisco Standard:
Amir Efrati / The Information: