|
November 4, 2026, 11:15 PM
|
Mediagazer
memeorandum
WeSmirchTop News
| Washington Post: |
Voters in 38+ US jurisdictions pass data center bans or restrictions; TV network poll: 56% said AI and data centers were a major or crucial factor in their vote — In at least 38 jurisdictions voters rejected or restricted data centers, delivering a major setback to the AI industry. — SummaryLoading...
More: NBC News, Data Centers on the Ballot, 404 Media, Wired, Tom's Hardware, Reuters, Engadget, CNET, New Republic, The Verge, Semafor, The Hill, Bloomberg, Gizmodo, Fierce Network, PC Gamer, The Atlantic, New York Post, Reason, Mashable, PYMNTS.com, Capital B News, MIT Technology Review, The Daily Caller, Finimize, Bloomberg, Latitude Media, and Telegraph
X: @adamkovac, @daniel_271828, @theobertram, @rob_flaherty, @zeynep, @jayshooster, @richardhanania, @sachalouise, @junkscience, @bryancsk, @amandalfischer, @joebotxyz, @ashleyrgold, @kyle_a_morse, @xenoimpulse, @stevekopack, @doomslide, @bcmerchant, @yifever, @sarthakgh, @mattparlmer, @benbajarin, @_nathancalvin, @thestalwart, @enpancotti, @theonebutlerian, @carlquintanilla, @rmconservative, @martinskold2, @adamkovac, @tomorrowtgthr, @cwarzel, @martin_casado, @mikeisaac, @andymasley, @shakeelhashim, @dataprogress, and @mollytaft
Forums: r/politics, r/antiai, r/technology, r/Anticonsumption, r/politics, r/korea, r/wallstreetbets, and r/BetterOffline
| Politico: |
Democrats who ran on data center opposition and AI regulation won Congress seats in OH, PA, WI, CO; some see a mandate to use their new gavels against Big Tech — Democrats' decisive midterms victory marked a warning shot to politicians who choose to align with the artificial intelligence industry …
More: Semafor, Axios, The Information, Transformer, The Lever, The Hill, Quartz, and The Verge
X: @repyassansari, @bradrcarson, @davev15, @sensanders, @jacob_wendler, @davev15, @shakeelhashim, @signulll, @christopherhale, @alexrkonrad, @skeptrune, @politico, and @sherrodbrown
Bluesky: @clairewillett, @zingherpolisci, @hern, and @marklittle
Forums: Hacker News and r/accelerate
| Bloomberg: |
Democratic gubernatorial wins from Texas and Georgia to Ohio and Pennsylvania are set to expose 50% of AI data center proposals to more scrutiny and pushback — Stocks in Volatile Trading as Democrats Take Congress — Video Player is loading. — Unmute — Current Time 0:00 Loaded: 55.10% Playback Rate
More: 404 Media, CNBC, CNBC, MIT Technology Review, Ars Technica, CIO Dive, Tom's Guide, Wall Street Journal, Disconnect, Reuters, Wccftech, Semafor, Reuters, The GridSight, Financial Times, Fast Company, Gazetteer SF, NBC News, Futurism, Inc, Forbes, Business Insider, NewsMax.com, NextDraft, The Economic Times, The Deep View, Motley Fool, American Prospect, PCMag, International Business Times, Dallas Morning News, Yahoo Finance, ZeroHedge News, Bloomberg, Bisnow, Financial Times, Stratechery, and Fortune
X: @elonmusk, @reprobertgarcia, @edmarkey, @level39, @sama, @lucyhargreaves4, @mikeisaac, @dylan522p, @intheassembly, @laralogan, @annaeconomist, @rabois, @jdcapelouto, @austinahlman, @lizzadwoskin, @wallstengine, @niccruzpatane, @adamkovac, @econoar, @level39, @jdcapelouto, @benjysarlin, @jamesokeefeiii, @rihardjarc, @jon_stokes, @infra_marginal, @firesidealpha, @biancoresearch, @biancoresearch, @beffjezos, @drewpusateri, @nprinskeep, @finfluentialx, @energy_tidbits, @kimmonismus, @thejefflutz, @kenkirtland17, @ry_d_e, @stocksavvyshay, @nextbigfuture, @zerohedge, @pythiar, @jdcapelouto, @level39, @kimmaicutler, @firstadopter, @firstadopter, @mttjon, @annmarie, @steve_yegge, @jonahlupton, @philaroneanu, @asharma, @bindureddy, @shashj, @leoptrudel, @instrumenthull, @level39, @dudewhoinvests, @elliotturn, @lundukejournal, @tedhzhang, @level39, @ramez, @cremieuxrecueil, @kimmonismus, @firstadopter, @buccocapital, @garymarcus, @bradrcarson, @nikitabier, @deredleritt3r, @miles_brundage, @rob_flaherty, @captive_dreamer, @tszzl, @miles_brundage, @_zeets, @atlanticesque, @stanfordnyc, @graduatedben, @beffjezos, @pitdesi, @beffjezos, @claydumas, @poordart, @drewpavlou, @jamieclimate, @lukeleisher, @anothercohen, @cremieuxrecueil, @jherrerx, @beffjezos, @jdcapelouto, @jdcapelouto, @jdcapelouto, @gaberivera, @jdcapelouto, @lilmoonlambo, @jdcapelouto, @cwamidon, @amesosaycnuc, @jdcapelouto, and @tolstoybb
LinkedIn: Djoomart Otorbaev and Pete Syme. Bluesky: @kostyack. Mastodon: @josephcox@infosec.exchange
Truth Social: @realDonaldTrump … and @realDonaldTrump …
Forums: Hacker News, r/MU_Stock, r/technology, r/antiai, r/technology, r/USNEWS, r/Anticonsumption, r/Futurology, and r/politics
| Molly White / Citation Needed: |
More: Reuters, Fortune, New York Times, Unchained, Cointelegraph, Gizmodo, CoinDesk, and CryptoPotato
X: @s_alderoty, @molly0xfff, @laurashin, @blockgraze, @shakeelhashim, @shakeelhashim, @jayshooster, @molly0xfff, @samforstag, @molly0xfff, @daveweigel, @molly0xfff, @molly0xfff, @molly0xfff, @molly0xfff, @daveweigel, @molly0xfff, @rob_flaherty, @molly0xfff, @bcmerchant, @cmesi, @brendanpedersen, @jayshooster, @tedlieu, @jayshooster, and @sammsilverman
Bluesky: @patrickhowelloneill.com, @molly.wiki, and @neilturkewitz
| Reuters: |
Data center shares fall as investors expect slower AI buildout after Democrats win Congress; Hut 8 drops 23%, IREN 11%, Core Scientific 10%, Applied Digital 7% — Wall Street closed sharply higher on Wednesday as Democrats' sweeping midterm election victory eased political uncertainty …
More: CNBC, International Business Times, Bloomberg, nationthailand, and Reuters
| Bloomberg: |
Shares of US tech giants jump after Democrats' midterm sweep as investors bet that a Democrat-controlled Congress will slow AI capex that's draining cash flow — The shares of US technology giants led the market higher on Wednesday as investors bet that a Democrat-controlled Congress will slow …
More: SiliconANGLE, Reuters, Financial Times, Investopedia, Quartz, and CNBC
X: @unusual_whales, @farrmacro, @buccocapital, @pequityresearch, @conorsen, @thestalwart, and @fabknowledge. Forums: r/BetterOffline
| Katherine Schwartz / Bloomberg: |
CoreWeave's bonds hit new lows after Democrats in favor of slowing down data center construction win gubernatorial races, including in Texas; CRWV drops 9.9% — CoreWeave Inc.'s bonds tumbled on Wednesday, in some cases to new lows, after Democratic candidates in favor of slowing …
More: Australian Financial Review, South China Morning Post, Yahoo Finance, The Real Deal, CBS News, and Fortune
X: @edzitron, @nanotitan28, @business, and @danadams_46
| Emma Roth / The Verge: |
OpenAI launches Images 2.6 in ChatGPT, Codex, and the API, saying it generates images 50% faster, and adds animated GIF creation from prompts or photos — You can use ChatGPT to edit a GIF's animation speed and individual frames. … ChatGPT can now create GIFs using a prompt or a photo uploaded to the AI chatbot.
More: OpenAI, Digit, Mashable, Blockchain.News, The Next Web, XDA Developers, Decrypt, TestingCatalog AI News, RuntimeWire, and The Decoder
X: @tokengremlin, @openaidevs, @openai, @ctrlaltdwayne, @openai, @openai, @synthwavedd, and @angaisb_
Forums: Hacker News, r/ChatGPT, and r/singularity
| OpenAI: |
OpenAI details a pipeline that used an upcoming cyber model to validate and patch 948 local privilege escalation vulnerabilities in Linux for $1.2M in API costs — Security research that once required a separate, sustained investigation for each finding can increasingly be run as a systematic process.
More: Cyber Security News, Blockchain.News, RuntimeWire, and Unite.AI
| Mark Gurman / Bloomberg: |
Sources: Apple cut some engineers' daily AI spending cap to $200 from $300 and plans cuts to as little as $100, as cost cutting stokes staff fears of layoffs — Apple Inc. is reducing employee budgets for artificial intelligence usage as part of a cost-cutting effort, even as the company seeks …
More: TechCrunch, 9to5Mac, Reuters, PYMNTS.com, Livemint, Implicator.ai, Finimize, iClarified, RuntimeWire, MacRumors, iPhone in Canada, AppleInsider, and iThinkDifferent
| Ryan Christoffel / 9to5Mac: |
Apple says it will check iCloud items shared to “Anyone with the link” for “harmful content” in 27.3 OS versions, and may delete the content or disable accounts — iOS 27.3 adds lots of new iPhone features, and it also makes a change to how public iCloud links work …
More: Apple Support, The Verge, iDrop News, Digital Trends, iPhone in Canada, and MacRumors
| Madison Mills / Axios: |
Meta acquires Conductor, which lets developers run multiple AI coding agents in parallel; CEO Charlie Holtz says the team will join Meta Superintelligence Labs — Meta has acquired Conductor, an AI coding startup that lets software engineers manage multiple coding agents simultaneously …
More: Conductor, The Register, TechCrunch, PYMNTS.com, Implicator.ai, and The Verge
X: @charlieholtz, @thdxr, @shpigford, @bentossell, @madisonmills22, @theo, @vitorialima_42, @conductor_build, @ilyasu, @benhylak, and @nottuxedosam. Forums: Hacker News
| Bloomberg: |
Qualcomm signs a multiyear SpaceX deal to supply Dragonwing hardware and network software for “tens of thousands of cell sites” for a US-wide 5G network in 2027 — Qualcomm Inc. will supply hardware components for SpaceX's planned nationwide terrestrial wireless network …
More: Qualcomm, CNBC, Reuters, PCMag, Light Reading, Digit, TechRadar, Dow Jones Newswires, Techaeris, iPhone in Canada, ServeTheHome, and Axios
X: @elonmusk, @starlink, @elonmusk, @qualcomm, @michaelnicollsx, @katiemiller, @aaronburnett, @cristianoamon, @sawyermerritt, and @ryanshrout
LinkedIn: Caleb Banke, Don McGuire, and Akash Palkhiwala
| Cristian Dina / The Next Web: |
Berlin-based Pliant raised an $80M Series C led by Seaya Nova and Speedinvest, as it opens its B2B payments infrastructure to AI agents — Claude, ChatGPT and in-house AI agents can now run business payments through Pliant. The Berlin fintech, past $100M in recurring revenue, will expand in North America.
More: Pliant, RuntimeWire, and PYMNTS.com
| Calder Mchugh / Politico: |
Elon Musk's preferred US midterm candidates, including Ken Paxton and Vivek Ramaswamy, lost almost everywhere; Musk spent ~$446M, a record for a non-candidate — Plans for buildout of data centers across Texas in doubt after Democrats won a surprise sweep.
More: Wired, Wired, Politico, The Verge, Gizmodo, Wired, Wall Street Journal, CNBC, Business Insider, New York Times, Austin American-Statesman, Motley Fool, The Atlantic, Fast Company, Futurism, Wall Street Journal, The Verge, Electrek, MarketWatch, BBC, Axios, Wall Street Journal, The Information, Financial Times, and Bloomberg
X: @elonmusk, @elonmusk, @gator_gum, @wrbolen, @jamessurowiecki, @zacksjerryrig, @moreperfectus, @davidafrench, @lmcgaughy, @phl43, @lewis_goodall, @bcmerchant, @oablanchard, @30gotnext, @cd_hooks, @noahpinion, @kirkpwatson, @brockm, @ewkewpid, @rmac18, @rloewe65, @alfonslopeztena, @gordonmckeemp, @lizwebstersbf, @mileslunn, @rshivshankar, @adamscochran, @harryjsisson, @jamestalarico, @aespolitics1, @mattbinder, @_sjpeace_, @genefortexas, @hewitson10, @jessesingal, @pkafka, @rmac18, @rmac18, @finestyew, @atrioc, @yahatetwoseeit, @sbg1, @reidhoffman, @reidhoffman, @reidhoffman, and @reidhoffman. Bluesky: @mattburgess1
Forums: r/AnythingGoesNews, r/FreeSpeech, r/inthenews, r/fivethirtyeight, and r/politics
| Connie Loizos / TechCrunch: |
Sequoia raised ~$10B in new funds, and announces it is shutting down its Arc accelerator and Scouts program, merging its early-stage and growth teams, and more — Sequoia Capital posted a memo to X on Wednesday morning titled “The Sequoia of Tomorrow” that's full of surprises.
More: Wall Street Journal and CTech
X: @sequoia, @willmanidis, @pitdesi, @biad_anas, @lucianalix, and @julienbek
| Mike Butcher / Pathfounders: |
More: The Information, Finimize, VC Cafe, and Financial Times
| Bloomberg: |
Meta raised €9B from its debut euro bond sale that drew a record €53B of orders, paying ~1.4x the risk premium Alphabet offered for similar bonds this week — Meta Platforms Inc. raised €9 billion from a debut euro debt bond sale that drew a record €53 billion of orders … | Spencer Soper / Bloomberg: |
Snap reports Q3 revenue up 14% YoY to $1.72B, in line with est., and DAUs up 4% to 495M, vs. 499M est.; SNAP drops 10%+ after hours — Snap Inc. fell after the company reported third-quarter ad revenue and user growth that missed estimates, with Chief Executive Officer Evan Spiegel acknowledging that … | Ian King / Bloomberg: |
Qualcomm reports Q4 revenue down 8% YoY to $10.3B, vs. $10.1B est., and handsets revenue down 26% to $5.14B, vs. $5.25B est.; QCOM drops 8%+ after hours — Qualcomm Revenue Will Shift Away From Handsets, CFRA's Zino Says — Video Player is loading. — Unmute — Current Time 0:00 Loaded: 19.75% Playback Rate
More: CNBC, SiliconANGLE, Quartz, Yahoo Finance, and iam-media.com
| Reuters: |
Arm reports Q2 revenue up 27% YoY to $1.44B, vs. $1.38B est., royalty revenue up 8% to $670M, vs. $720.8M est., and licensing revenue up 50% to $773M — Arm Holdings (O9Ty.F), beat Wall Street estimates for second-quarter revenue on Wednesday, driven by higher royalty payments and licensing fees … | Isaac Kasahara / Pangram: |
Pangram releases Pangram Image 1.0, which it says is state-of-the-art in AI image and AI video detection, and the smaller Image Flash 1.0 for AI video detection — State-of-the-art AI image and video detection with our latest Pangram Image models. … A few months ago, we released Pangram Image as a research preview.
More: Pirate Wires, Digital Trends, WeRSM, Engadget, and Chrome Unboxed
| Rafe Rosner-Uddin / Financial Times: |
Uber reports Q3 revenue up 10% YoY to $14.8B, Gross Bookings up 20% to $59.8B, trips up 16% to 4.1B, and plans to scale its autonomous fleet to 2,000+ in 2027 — Ride-hailing group aims to have 2,000 robotaxis on road by end of next year but will still trail rival Waymo
More: CNBC, Uber, PYMNTS.com, TechCrunch, Unite.AI, Wall Street Journal, and Bloomberg
X: @eric_seufert, @squawkcnbc, @jason, @buccocapital, and @modestproposal1
| Bloomberg: |
More: The Register, TechCrunch, InsideEVs, Yahoo Finance, and New York Post
Forums: r/ValueInvesting, r/waymo, and r/SelfDrivingCars
| David Keohane / Financial Times: |
Sources: China has told SoftBank it will not allow the $5.4B acquisition of ABB's robotics division to go ahead; China is the division's biggest market — Swiss-Swedish company's unit is focused on Chinese market and has mega-factory in Pudong — China has told SoftBank it will not allow … | Carmen Arroyo / Bloomberg: |
Sources: Goldman Sachs and Apollo are in talks with investors to sell portions of SpaceX's ~$40B chip financing, asking some for up to $500M before syndication — Goldman Sachs Group Inc. and Apollo Global Management Inc. are in talks with Wall Street investors to start selling portions …
More: Reuters
| Madison Mills / Axios: |
OpenAI acquires developer tools startup Pierre Computer for an undisclosed amount and plans to integrate Pierre's Code Storage feature directly into Codex — OpenAI will acquire Pierre Computer, a developer tools startup whose technology is already embedded in Codex, the company told Axios exclusively.
More: OpenAI, The Economic Times, SiliconANGLE, Puck, Wall Street Journal, I Programmer, and The Information
X: @pierrecomputer, @madisonmills22, @lee94josh, @cobusgreylingza, @kimmonismus, @gdb, @almonk, @thsottiaux, @laurenmhreeder, @iamsahaj_xyz, @davidcrawshaw, @ajambrosino, and @adambain. Forums: Slashdot
| Yueqi Yang / The Information: |
Circle reports Q3 revenue up 17% YoY to $875M, driven in part by its ARC token presales, net income up 5% to $226M, and says it is cutting 5% of its employees — Stablecoin issuer Circle reported third-quarter revenue jumped 17% to $875 million, reflecting mostly a one-time bump from a token sale.| Valida Pau / The Information: |
Sources: Palo Alto Networks is in talks to acquire Israeli startup Clutch Security, which develops software for tracking passwords used by AI agents, for ~$500M — Palo Alto Networks is in talks to buy three-year-old Israeli security startup Clutch Security for around $500 million, according to people familiar with the matter.
More: Wall Street Journal
| Deborah Mary Sophia / Reuters: |
Figma reports Q3 revenue up 43% YoY to $391.4M, above est., gross margin of 80%, below 81% est., and lifts its 2026 revenue outlook; FIG drops 6%+ after hours — Figma (FIG.N) is leaning on cashing in on its AI features through credits and using its first-party model to power tasks …
More: CNBC, MarketWatch, and Figma, Inc.
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:
Zoho Writer's latest automation updates: smarter formulas, dynamic content, and less manual work — Create personalized documents with smarter formulas, dynamic content, and payment links, and update templates without rebuilding …
Zoho Writer's latest automation updates: smarter formulas, dynamic content, and less manual work — Create personalized documents with smarter formulas, dynamic content, and payment links, and update templates without rebuilding …
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
Big Technology Podcast:
Will the Democrats' Big Win Stop the AI Buildout? — 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.
Subscribe to Big Technology Podcast.
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.
Subscribe to Machine Gods.
Channels with Peter Kafka:
Barry Diller on Big Bets, AI, and Knowing When to Walk Away
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.
Subscribe to Channels with Peter Kafka.
Invest Like the Best:
Martin Casado on Frontier Model Economics, AI's Slowdown, and the Cursor Deal
The leading destination to learn about business and investing. We do this by showcasing exceptional talent and ideas.
Subscribe to Invest Like the Best.
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.
About This Page
This is a Techmeme archive page. It shows how the site appeared at 11:15 PM ET, November 4, 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
Jeremy Barr / The Guardian:Alex Weprin / The Hollywood Reporter:
The New York Times Company:
Upcoming Tech Events
Earlier Picks
| Jagmeet Singh / TechCrunch: |
More: Tech.eu and PYMNTS.com
X: @gaspardlezin, @paddycosgrave, @revolut, @aleximm, @marcinredstone, @merschmax_, and @ncsh
| Sawdah Bhaimiya / CNBC: |
| SemiAnalysis: |
More: Bloomberg and Motley Fool
X: @semianalysis_, @dr_singularity, @sundeep, @trungtphan, @shaunmmaguire, @spcx100t, @0xdevshah, @beffjezos, and @ninadschick. Forums: r/NBIS_Stock
| Reuters: |
More: iPhone in Canada. X: @imadeiyamu, @prathkum, @dhanush_nehru, and @rsydual
Forums: r/Economics, r/GOOG_Stock, r/Layoffs, and r/SoftwareEngineerJobs
| Bloomberg: |
More: hy.tencent.ai, PYMNTS.com, South China Morning Post, Tencent, Techstrong IT, and Superintelligence
X: @thepandaily, @arena, @tencenthunyuan, @kimmonismus, @jumperz, @tencenthunyuan, @shengjiewa34067, @yonglongt, @shunyuyao12, @tencentai_news, and @ivanfioravanti. Forums: r/accelerate