|
November 3, 2026, 6:55 AM
|
Mediagazer
memeorandum
WeSmirchTop News
| Apple: |
Apple reports Q4 revenue up 12% YoY to $114.48B, above $113.39B est., China revenue up 21% to $17.5B, below $18.9B est., in John Ternus' first earnings report — September quarter records for total company revenue, iPhone revenue, and EPS Services revenue reaches new all-time high CUPERTINO …
More: Fortune, Daring Fireball, GSMArena.com, Six Colors, The Apple Post, Financial Express, Cult of Mac, Moneycontrol, Neowin, iDrop News, New York Post, MacRumors, The Information, PCMag, 9to5Mac, TechCrunch, Thurrott, Forbes, Associated Press, Quartz, MobileSyrup, iThinkDifferent, The Verge, MacStories, iClarified, and RuntimeWire
X: @munster_gene, @neilcybart, @markgurman, @markgurman, @caro_milanesi, @economyapp, @asymco, @munster_gene, and @thetranscript_. LinkedIn: Emil Protalinski. Forums: r/wallstreetbets
| Michael Acton / Financial Times: |
Apple expects Q1 revenue to rise 7%-10% YoY, above 6% est., and gross margins of 45%-46%, below 47% est., as John Ternus says memory costs are “unprecedented” — Hardware giant predicts robust sales in the holiday season but services outlook disappoints
More: Reuters, The Guardian, Silicon Republic, Morningstar, CNBC, SiliconANGLE, iThinkDifferent, Wall Street Journal, and iPhone in Canada
X: @asymco, @agentikhq, @skundojjala, @sam_badawi, @markgurman, and @asymco
| Dave Lee / Bloomberg: |
More: Reuters, Stratechery, Mashable, and AppleInsider
X: @tgod34748, @neilcybart, @rsgnl, @rsgnl, @susanlitv, and @joannastern
| Sarah Perez / TechCrunch: |
More: The Elec, AppleInsider, RTÉ, Seoul Economic Daily, Gizmodo, The Verge, and Cult of Mac
| Marcus Mendes / 9to5Mac: |
More: Storyboard18, Coinpedia Fintech News, AppleInsider, The Apple Post, AIM, and MacTech.com
X: @neilcybart and @benbajarin
| Ben Schoon / 9to5Google: |
Google severs ties with and bans Android TV box maker Videostrong after discovering it intentionally preloaded a malware backdoor to control the XCPE botnet — Google has confirmed that an Android TV device maker snuck a backdoor for malware onto certified devices, which is leading …
More: Google Cloud Blog, Security Affairs, TechRadar, Implicator.ai, Infosecurity, The Register, Android Authority, SecurityWeek, The Verge, Krebs on Security, Advanced Television, Cyber Security News, Digital Trends, Digit, Help Net Security, Techaeris, CyberScoop, Telecompaper, and The Hacker News
| Julie Bort / TechCrunch: |
S-1: Anthropic says it may “imminently meet” its RSI threshold and may fail to identify “significant acceleration” in its development until after it's occurred — While much attention has focused on the updated financials Anthropic revealed in its revised S-1A on Monday …
More: Wall Street Journal, Wccftech, Gizmodo, and StrictlyVC
X: @davidiach, @andrewcurran_, @theobearman, @peterwildeford, @jeremiecharris, @darcyagi, @wesroth, @cheatyyyy, @_nathancalvin, @kimmonismus, @choblin29, and @ramez. Forums: r/technology
| Wall Street Journal: |
Sources: institutional investors told Anthropic that its IPO valuation should be ~$1.5T to $1.6T, down from estimates of $2T, citing the tech stock selloff — Institutional investors who plan to buy shares in IPO show concern following a selloff in tech stocks| Ashley Capoot / CNBC: |
More: Tech Policy Press, DatacenterDynamics, Financial Times, Business Insider, MarketWatch, Social Media Today, Chip Briefing, Motley Fool, The Register, Michael Tsai, and The Asia Business Daily
Bluesky: @mattmcneilshow. Forums: Hacker News, r/technology, r/Anthropic, r/business, r/StockMarket, r/wallstreetbets, and r/BetterOffline
| Bailey Lipschultz / Bloomberg: |
More: SEC.gov, Türkiye Today, TechCentral.ie, The Coin Republic, New York Times, SiliconANGLE, The Information, The Verge, New York Times, and Bloomberg
X: @altcap, @billythekid_59, @krishnanrohit, @garymarcus, @andrewcurran_, @deredleritt3r, @shiringhaffary, @davidzmorris, @jasonlk, @arakharazian, @southernvalue95, @thetranscript_, @mikeisaac, @shanumathew93, @lipko, @jamestitcomb, @phithetasigma, @jamestitcomb, @rebeccatorrenc5, @andrewcurran_, @zerohedge, @zerohedge, @wallstengine, @negligible_cap, and @deitaone. LinkedIn: Ignacio De Paz. Forums: r/technology
| Rikiya Takehi: |
Researchers say LLMs can be good at natively reading and writing neural network weights; GPT-6 Astra edited Qwen3.5-0.8B's weights to make it better at math — TL;DR … If you were asked to handcraft a neural network that plays Go, what would you do? If you were handed raw neural network weights …
More: The Register, seangoedecke.com, Digit, AIM, RuntimeWire, and VentureBeat
X: @alexkrentsel, @kimmonismus, @rikiyatakehi, @yuchenj_uw, @csinva, @neelnanda5, @tenobrus, @adarshsolanki, @theahmadosman, @nrehiew_, @lateinteraction, @ramez, @tszzl, @martin_casado, @karenzzhou, @corsaren, @yuchenj_uw, @zainhas, @a1zhang, @tunguz, @dummerspast39, @signulll, @fakepsyho, @dejavucoder, @nickadobos, @thorstenball, @schmidhuberai, @xennygrimmato_, @realastropulse, @lateinteraction, @haider1, @tokengremlin, @yoavgo, @smokeawayyy, @xeophon, @hsu_steve, @arjunjain, @elder_plinius, @pavel23, @emollick, @jayden_teoh_, @tobi, @lymanstoneky, @andrewcurran_, @0xshai, and @adam_karvonen. LinkedIn: John Renaldi
Bluesky: @esqueer.net and @philpax.me
| Gareth Vipers / Wall Street Journal: |
OpenAI hires former US Army Secretary Dan Driscoll to oversee national security modernization, as it pushes to secure government contracts and shape policy — Driscoll will advise on ways AI could bolster U.S. security capabilities and cyber defenses — OpenAI has appointed former U.S … | Financial Times: |
Sources: Nvidia verbally told cloud compute clients to sell 51%+ of their services to non-Chinese companies, imposing new limits on China's access to AI chips — Nvidia is ordering its data centre partners to reduce exposure to Chinese customers in a move that further restrains China's ability … | The Information: |
Salesforce plans to acquire Cresta, a provider of AI-powered contact center automation software; a source says Salesforce agreed to pay $2.7B for Cresta — Salesforce extended its recent shopping spree, announcing on Monday plans to acquire Cresta, a nine-year-old provider of AI-powered contact center automation software.
More: Salesforce, Silicon Republic, Tech Monitor, Axios, RuntimeWire, and Unite.AI. X: @buckleyplanet
| Tom Wilson / Financial Times: |
The UK NCSC says AI is “transforming cyber operations” and expects China and Russia to “routinely use AI cyber to achieve their geopolitical goals” by 2028 — Head of National Cyber Security Centre set to warn security defences, particularly for critical infrastructure, are inadequate
More: National Cyber Security Centre, BBC, The Sun, ITPro, Cyber Security News, The Guardian, Neowin, Political.org, SecurityWeek, The Record, and Cointelegraph
X: @ncsc, @gchq, @discoplomacy, and @ncsc
| OpenAI: |
OpenAI partners with Cathedral to test its security defenses and revamps its Security Bug Bounty program, including quadrupling rewards for critical findings — We're planning our next internal security sprint at OpenAI, bringing new researchers and security partners together with our own teams …
More: OpenAI, Help Net Security, The Decoder, Blockchain.News, and Cyber Security News
X: @aliceisplaying, @deepshikhxr, @choblin29, @therealadamg, @shaunmmaguire, @aryansfv, @publius_____, @carloagostinel2, @vaibhavsisinty, @gailcweiner, @dgoldnyc, @geoffwoo, @gailcweiner, @jamesmalsawm, @imjaredz, @tokengremlin, @tekonburns, @andrewcurran_, @clyons, @braveben, @tweetsbycolin, @jakeschuller6, @andrewcurran_, and @agtpinsights
| Financial Times: |
Chainalysis and Elliptic expect North Korean hackers to take months to launder the Binance proceeds, utilizing scripted automation and DeFi lending protocols — North Korean hackers are expected to take months to launder the billions of dollars of tokens they stole last week from crypto exchange Binance …
More: Elliptic, CNBC, The Daily Hodl, Seoul Economic Daily, Bitcoin News, and Decrypt
X: @wublockchain and @joel_p_atkinson
| Jason Shubnell / The Block: |
Brazil's largest crypto exchange Mercado Bitcoin halts withdrawals after a breach involving $46M+ in assets, per Arkham; Tether froze 4.5M+ USDT in response — The exchange paused deposits and withdrawals after the incident, while Tether froze more than 4.5 million USDT linked to the attacker.
More: Chainalysis, CoinDesk, crypto.news, CryptoSlate, and The Record
X: @paoloardoino, @arkham, and @andyyy
| Samantha Subin / CNBC: |
Palantir reports Q3 revenue up 96% YoY to $2.31B, above $2.18B est., US commercial revenue up 148% YoY to $984M, and raises FY 2026 revenue guidance to ~$8.53B — Palantir beat Wall Street's third-quarter estimates after the bell on Monday, with U.S. commercial revenue topping government … | Jagmeet Singh / TechCrunch: |
Google expands Dreambeans to India, its first market outside the US, offering AI-generated visual stories from users' digital activity in 13 local languages — Google has launched its experimental AI app Dreambeans in India, its first market outside the U.S., as the company looks to tap …
More: Business Today, Free Press Journal, Digit, RuntimeWire, Moneycontrol, The Hindu, Livemint, and Unite.AI
| 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 is against its usage policy — Meanwhile, we now have direct reports of reverse engineering efforts being blocked, while online complaints grow.
More: Tom's Hardware, Ars Technica, Mashable, The Decoder, CNET, The Verge, PCWorld, and IGN
X: @addyosmani, @jeremiahdillon, @benjedwards, @orbital_perigee, @a_real_society, @bolyki, @driphacker, @anechoicmedia_, @captgouda24, @sytelus, and @arielkwiat
Forums: Hacker News, r/atrioc, r/ClaudeAI, r/macgaming, r/aiwars, r/LocalLLaMA, r/tomshardware, r/technology, r/accelerate, r/pcmasterrace, and Ars OpenForum
| Kai Nicol-Schwarz / CNBC: |
UK energy company Drax partners with Brookfield and neocloud Radiant to develop an AI data center in North Yorkshire, targeting 100MW of capacity by Q1 2028 — Brookfield is targeting a massive artificial intelligence data center in the north of England, as Europe scrambles to develop infrastructure …
More: DatacenterDynamics, Finimize, Sky News, Drax Global, Unite.AI, Reuters, The Independent, and Bloomberg
| Bloomberg: |
China plans to roll out broad AI safety standards covering development through deployment, targeting domestic AI model makers, after global security incidents — China plans to roll out a broad set of standards governing the AI safety from development through deployment …
| David Freedlander / New York Magazine: |
How Alex Bores' Who Decides seeks to make AI safety a standard Democratic position, like being pro-choice, in 2028, as tech-funded rivals vie for influence — In early November, in that exceedingly brief window between the midterm election and presidential-primary season …
X: @nymag
| Samantha Kelly / Bloomberg: |
Match Group reports Q3 revenue down 3% YoY to $891M, below est., total paying users down 5% YoY to 13.8M; Q4 forecast has adjusted EBITDA below estimates — Match Group Inc. disappointed investors after posting weaker-than-expected quarterly revenue and forecasting adjusted earnings …
Source: Match Group
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.
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.
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.
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.
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.Featured Podcasts
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.
The Upstarts Podcast:
The Accidental YC Founder Solving AI's GPU Crisis | SF Compute's Evan Conrad
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.
Subscribe to The Upstarts Podcast.
Cheeky Pint:
Why Sam Altman is against a single superintelligence
Stripe cofounder John Collison interviews founders, builders, and leaders over a pint.
Subscribe to Cheeky Pint.
About This Page
This is a Techmeme archive page. It shows how the site appeared at 6:55 AM ET, November 3, 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
Rohan Goswami / Semafor:Brian Steinberg / Variety:
Jeremy Barr / The Guardian:
Upcoming Tech Events
More News
| Todd Spangler / Variety: |
| John Werner / Forbes: |
More: FinSMEs, Tutor Intelligence, a16z, and SiliconANGLE
X: @joshgruenstein, @agupta, @apartovi, @rebeccakaden, @martin_casado, @usv, and @a16z. LinkedIn: John Werner
| Debby Wu / Bloomberg: |
More: DeepSeek Harness, Mashable, Implicator.ai, and Help Net Security
X: @ivanfioravanti, @cgtwts, and @deepseekharness
Earlier Picks
| Charlotte Klein / New York Magazine: |
More: Bloomberg. X: @katienotopoulos, @dpd_, @charlottetklein, and @emily_sundberg. Forums: r/popculturechat
| Kelly Cloonan / Wall Street Journal: |
More: Fortune, CNBC, Bloomberg, Seeking Alpha, TheStreet, The Daily Upside, and Reuters
| Aaron Tilley / The Information: |
More: PCMag, Ars Technica, The Verge, Digit, and Free Press Journal
| Ivan Mehta / TechCrunch: |
| Anhata Rooprai / Reuters: |
More: Marvell Technology, Inc., Bloomberg, Barron's Online, Silicon Republic, The Elec, Tech Monitor, Silicon UK, The Stack, The Daily Upside, WOWTALE, Unite.AI, MarketWatch, Forbes, Inc.com, Motley Fool, ServeTheHome, Axios, Wall Street Journal, SiliconANGLE, Seeking Alpha, Vik's Newsletter, Financial Times, and Wall Street Journal
X: @vikramskr, @marvelltech, @firstadopter, @jukan05, @paradislabs, @boringbiz_, @patrickmoorhead, @mayazi, @benbajarin, @damnang2, @benbajarin, @mkfilko, @danprimack, and @aleabitoreddit. LinkedIn: Ariel Serber. Bluesky: @joshsternberg.com. Forums: r/wallstreetbets
| Bloomberg: |
More: Reuters, BBC, The Guardian, Agence France-Presse, BelgaShare.be, NPR, The Irish Times, Townhall, Network World, Free Press Journal, Information Age, New York Times, SmartCompany, The Asia Business Daily, BleepingComputer, and Help Net Security
X: @ferrismattic, @collinslkoh, @cernovich, @cwarzel, @matthew_d_green, @matthew_d_green, @maxekaplan, @richdecibels, @malwaretechblog, @osint613, @warmonitor3, @youranontv, @zackkorman, and @insidergeo
LinkedIn: Luca Collacciani and Nicolas Krassas
Bluesky: @m1ngle, @mktsutherland, @stephenkb, and @henrymance.ft.com. Mastodon: @serghei@mastodon.social
Forums: Hacker News, r/stupidpol, r/worldnews, r/worldnews, r/europeanunion, r/europe, r/europe, r/UKPreppers, r/eutech, r/cybersecurity, and r/enshittification