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November 2, 2026, 2:10 PM
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| Bailey Lipschultz / Bloomberg: |
S-1 update: Anthropic reports Q3 revenue up 12x YoY to nearly $17B, a $23.3B net loss, up from $12.1B in Q3 2025, and operating expenses up 292% YoY to $17.5B — Anthropic PBC disclosed a twelve-fold increase in quarterly revenue while revealing that it intends to spend more than $895 billion …
More: SEC.gov, CoinDesk, Associated Press, New York Post, The Information, The Verge, Capital Brief, Channel NewsAsia, Wall Street Journal, Unite.AI, The Decoder, New York Times, Yahoo Finance, and NewsMax.com
X: @krishnanrohit, @garymarcus, @andrewcurran_, @andrewcurran_, @deredleritt3r, @shiringhaffary, @wallstengine, @southernvalue95, @arakharazian, @jamestitcomb, @kimmonismus, @zerohedge, @theobearman, @zerohedge, @jamestitcomb, @shanumathew93, @lipko, @jasonlk, @deitaone, @peterwildeford, @phithetasigma, @mikeisaac, @thetranscript_, @negligible_cap, and @rebeccatorrenc5. LinkedIn: Ignacio De Paz. Forums: r/technology
| Ashley Capoot / CNBC: |
Amended S-1: Anthropic says it has purchase commitments and lease agreements of $895.4B, “substantially all of which is related to compute and infrastructure” — Anthropic reported updated financials as part of an amended Form S-1 filing with the Securities and Exchange Commission on Monday …
More: Barron's Online, Business Insider, Hindustan Times, Bloomberg, Quartz, ZeroHedge News, Yahoo Finance, and AIM
Forums: Hacker News, r/StockMarket, r/wallstreetbets, and r/BetterOffline
| Yasutaka Tamura / Bloomberg: |
Filing: Anthropic aims to raise up to $3.5B from Japanese investors as part of its IPO; Australia, Canada, and parts of Europe will also have direct access — Anthropic PBC aims to raise up to $3.5 billion from Japanese investors in its initial public offering in the US …
More: Reuters, PYMNTS.com, Nikkei Asia, CoinGape, The Coin Republic, and Political.org
X: @edzitron, @rinnishimura, @choblin29, and @puckrin
| 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 …
More: Marvell Technology, Inc., CNBC, TechCrunch, Vik's Newsletter, International Business Times, MarketWatch, Wall Street Journal, Seeking Alpha, Fierce Network, Investor's Business Daily, Bloomberg, Dow Jones Newswires, Financial Times, Wall Street Journal, Pulse 2.0, Motley Fool, 24/7 Wall St., CNBC, Finimize, and Yahoo Finance
X: @vikramskr, @marvelltech, @firstadopter, @boringbiz_, @damnang2, @mkfilko, @benbajarin, @aleabitoreddit, @benbajarin, @danprimack, @mayazi, @paradislabs, @jukan05, and @patrickmoorhead. LinkedIn: Ariel Serber
| Bloomberg: |
Marvell's $115B Lumentum acquisition is one of the biggest tech deals ever and 2026's top M&A deal; Lumentum is up 128% YTD, giving it a ~$76B market cap — Marvell Technology Inc. agreed to buy Lumentum Holdings Inc. at an enterprise value of $115 billion, clinching one of the largest technology deals … | 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 …
More: Reuters, BBC, The Guardian, Financial Times, BelgaShare.be, The Register, The Irish Times, International Business Times, Associated Press, PCMag, TechRadar, Sky News, Forbes, BleepingComputer, Help Net Security, SupplyChainBrain, RTÉ, Business Insider, RedState, CNBC, The Sun, Dexerto, Courthouse News Service, Silicon Republic, Digit, Quartz, Security Affairs, Neowin, Digital Trends, The Verge, CyberInsider, The Independent, CBS News, and QUE.com
X: @cwarzel, @matthew_d_green, @insidergeo, @richdecibels, @matthew_d_green, @youranontv, @malwaretechblog, @osint613, @maxekaplan, @zackkorman, and @warmonitor3. LinkedIn: Nicolas Krassas
Forums: r/eutech, r/cybersecurity, r/worldnews, r/enshittification, r/UKPreppers, r/europe, and r/europe
| Washington Post: |
Sources: SpaceX is in talks with EchoStar to acquire Boost Mobile or access its network, after Verizon, T-Mobile, and AT&T rebuffed requests for network access — Elon Musk approached the heads of America's top telecom companies in recent months with a request that would help him fulfill a years-long dream.
More: TechCrunch, Engadget, Reuters, How-To Geek, DatacenterDynamics, Motley Fool, MarketWatch, Light Reading, Financial Times, The Verge, Yahoo Finance, 24/7 Wall St., Joe.My.God., Deadline, Quartz, New York Times, Barron's Online, TelecomTV, The Crypto Basic, CoinGape, Investor's Business Daily, and Wccftech
X: @tmfassociates. Bluesky: @karlbode.com. Mastodon: @cdarwin@c.im. Forums: r/cellmapper, r/SPCXInvestors, and r/Starlink
| Aaron Tilley / The Information: |
Sources: Apple is developing a tabletop robot with a 9" screen and a swiveling arm, set for release in 2027 or 2028 for ~$1,000, as John Ternus pushes robotics — Apple's new CEO John Ternus wants the company to get serious about robots, but judging by Apple's plodding progress … | Siladitya Ray / Forbes: |
Elon Musk says the cost of serving Grok Bot was “unsustainably high relative to revenue”, in response to subscribers complaining about SpaceX's usage limits — Topline — Elon Musk acknowledged on Sunday that the cost of running SpaceX's AI agent Grok Bot was “unsustainably high” …
More: TechCrunch, Gizmodo, Business Insider, Neowin, Windows Report, Telegraph, Yahoo Finance, The Independent, TechRadar, and Moneycontrol
| Bruno Ferreira / Tom's Hardware: |
Anthropic confirms new Claude Code limits “to steer it away from recreating someone else's specific game”, saying IP infringement violates its usage policy — Meanwhile, we now have direct reports of reverse engineering efforts being blocked, while online complaints grow.
More: Tom's Hardware, Mashable, The Verge, GamesIndustry.biz, PCWorld, Eurogamer.net, Pure Xbox, Rock, Paper, Shotgun, 80 Level, IGN, and Windows Report
X: @addyosmani, @bolyki, @driphacker, @anechoicmedia_, @captgouda24, @a_real_society, @benjedwards, @sytelus, @orbital_perigee, and @arielkwiat
Forums: Hacker News, r/LocalLLaMA, r/technology, r/accelerate, and r/pcmasterrace
| Ivan Mehta / TechCrunch: |
Email: OpenAI plans to merge ChatGPT's Chat and Work tabs on desktop for select users before rolling it out widely; Codex “will remain a separate experience” — The ChatGPT desktop app can be a confusing piece of software, given that there are ChatGPT and Codex sections, and within the former, there are Chat and Work tabs.
More: OpenAI, ZDNET, XDA Developers, The New Stack, and Neowin
| Matt Burgess / Wired: |
Investigation: a network of 400+ domains and apps linked to Chinese-language developers bypasses app store reviews to generate nonconsensual deepfakes and CSAM — WIRED uncovered some 400 apps and websites linked to Chinese-language developers that look like regular AI tools but had secret features … | Charlotte Klein / New York Magazine: |
A profile of OpenAI VP Charles Porch, an ex-Instagram executive who is rehabilitating AI's image across Hollywood and the media, including via celebrity dinners — Charles Porch is rich, super-connected, and tasked with getting celebrities (and everyone else) to not hate AI so much.
X: @katienotopoulos, @dpd_, @charlottetklein, and @emily_sundberg
| 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
More: Wall Street Journal and 9to5Google
X: @semianalysis_, @semianalysis_, @semianalysis_, @_josephwang_, @semianalysis_, @negligible_cap, @aisignaldrift, @zeroxkyle, @teortaxestex, @melvinjohnsonp, @semianalysis_, @bryancsk, @vishalsingh2972, @sundarpichai, @eliebakouch, @fanofaliens, @kimmonismus, @bensprks, @dylan522p, @statswire, @maxkan, @_mohansolo, @smlay_ero, @_mohansolo, @ai_for_success, @sujaihiremath, @ellehcimnehs, @emollick, @dingchilling, @nicoup, @abhijaymrana, @_rahulparikh, @patricktoulme, @_josephwang_, @semianalysis_, @joshpurtell, @eliebakouch, @27upon2, @ritvikpandey21, @thefusioncube, @dr_gingerballs, @vitaliychiley, @s6juncheng, @nojansheybani, @qasim31wani, @coulthur, and @chakra_ai. Bluesky: @davidcrespo
| OpenAI: |
OpenAI launches the Grid Protectors Program, a US effort for its future data center campuses to reduce electricity demand when the grid is under strain — Today we're launching the Grid Protectors Program, a national effort to support affordable, reliable electricity for families and businesses in the communities where we build.
More: The Verge, Business A.M, Blockchain.News, and Axios
| YC Labs: |
More: ZDNET, Tom's Hardware, and The Decoder
X: @ycombinator, @ycombinator, @ycombinator, @ycombinator, @ycombinator, @ycombinator, @ycombinator, @ycombinator, and @ycombinator
Forums: Hacker News, Hacker News, r/OpenAI, and r/agi
| John Werner / Forbes: |
Tutor, which is training a frontier robot foundation model and builds AI warehouse robots, raised a $75M Series B led by a16z, taking total funding to $117M — This voice experience is generated by AI. Learn more. … When you look at some of what robotics companies are doing today …
More: a16z and Tutor Intelligence
X: @agupta, @apartovi, @rebeccakaden, @martin_casado, @usv, @joshgruenstein, and @a16z. LinkedIn: John Werner
| Rivka Galchen / New Yorker: |
A profile of UCLA math 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.
More: What's new. X: @constantinkogl, @fanofaliens, @hesamation, @ml4trading, @sampearton, and @stevenstrogatz
| Kelly Cloonan / Wall Street Journal: |
Filings: Oracle is selling $10B in common stock and $10B in bonds, as it rushes to get financing for its data center buildout and chip purchases; ORCL falls 5%+ — The software company is selling $10 billion in common stock and $10 billion in bonds — Oracle plans to raise $20 billion …
More: Investor's Business Daily, MarketWatch, Dow Jones Newswires, Yahoo Finance, Motley Fool, Bloomberg Law, 24/7 Wall St., Quartz, ZeroHedge News, Political.org, Seeking Alpha, CNBC, and Bloomberg. Bluesky: @thornus
| 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:| 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.| Reuters: |
Memo: Alphabet is issuing €6B in euro-denominated debt across seven tranches, attracting €17B+ in demand; Alphabet sold €9B of bonds in six tranches in May 2026 — Google parent Alphabet (GOOGL.O) is selling €6 billion ($6.7 billion) of bonds on Monday …
More: Bloomberg, Bloomberg Law, Coinpaper, Seoul Economic Daily, Forbes Middle East, and Reuters
| Emmy Martin / New York Times: |
How SF's AI boom is reshaping dating: founders treat first dates as interviews, use tech terms like “conversion rate” to track dates, and pay coaches $5K/month — San Francisco's A.I. boom has drawn a wave of young ambitious people who are now reshaping the city's dating life.Kelsey McClellan for The New York Times| Ram Iyer / TechCrunch: |
Israeli startup 42AI, which is developing a “behavioral world model” that tries to predict human behavior, emerges from stealth with a $62.5M seed — Here's a question straight out of sci-fi: What if AI could predict what you were going to do before you decided to, even in a completely new situation?
More: Unite.AI
| 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.
X: @alistairburtuk, @mikerosenwald, @peterbale, @lindseyhilsum, and @bengreenman. Bluesky: @mgsiegler.com
| Tim Keary / Forbes: |
Data analytics provider Hex Technologies, which says it has rebuilt its platform for AI agents, raised a $100M Series D led by Peak XV at a $1.2B valuation — This voice experience is generated by AI. Learn more. … The SaaSpocalypse has become one of the most controversial topics in enterprise tech.| Debby Wu / Bloomberg: |
DeepSeek releases a “creator mode” that allows users of DeepSeek Harness to create custom plugins, like a 3D model renderer and a video editing workbench — DeepSeek has unveiled a new option to quickly create custom plugins that help users to tackle a range of complex tasks …
More: Quartz, DeepSeek Harness, TechCentral.ie, and Help Net Security
X: @deepseekharness, @cgtwts, and @ivanfioravanti
| Reuters: |
Putin orders owners of non-state data centers to reserve 10% of capacity for Russia's IT infrastructure after Ukrainian drone attacks on Russian facilities — Russian owners of non-state data centres will be required to reserve 10% of their capacity to help keep Russia's IT infrastructure running …
More: Tom's Hardware and Bloomberg
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