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November 10, 2026, 12:20 PM
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Anthropic:
Anthropic launches its IPO roadshow, saying the company and shareholders plan to sell 825M Class A shares at $70 to $78 each, listing on the Nasdaq under ANT  —  Today Anthropic, PBC launched the roadshow for its proposed initial public offering of its Class A common stock.
CNBC:
Filing: Anthropic's IPO could give it an up to $1.405T valuation on a fully diluted basis, up from the $965B valuation during its $65B Series H announced in May  —  Anthropic said it will offer 825 million shares in its upcoming IPO at a price range between $70 to $78 per share …
Echo Wang / Reuters:
IPO prospectus: Anthropic and its investors are set to raise up to $64.4B, and it will also raise $26B via cornerstone investors like Google, AMD, and Nvidia  —  Anthropic is targeting a valuation of up to $1.02 trillion in its landmark U.S. IPO, its filing showed on Tuesday …
Financial Times:
Sources: Goldman Sachs expects Anthropic revenue of ~$52B in 2026 and $600B+ by 2030, operating profit in 2029, and positive free cash flow in 2030  —  Wall Street bank projects AI start-up will increase sales by 130 times — and be cash flow positive — by end of the decade
More: Bloomberg
Echo Wang / Reuters:
Emails: Anthropic sent bankers a copy of its IPO filing showing plans to raise up to $69.3B, then followed up saying that the pricing details were inaccurate
The Information:
Sources: Jensen Huang and Alice Huang's relationship dates back to at least 2023, facilitating $7.5B+ in Nvidia chip shipments via Chinese companies since then  —  The relationship between Nvidia CEO Jensen Huang and Alice Huang, the woman that the U.S. government reportedly identified …
Associated Press:
Trump says the FBI is “looking into” Jensen Huang's affair, and the Nvidia CEO told him that he “had absolutely no idea that the person in question was a spy”  —  President Donald Trump said Monday that Nvidia CEO Jensen Huang should not worry about the FBI looking …
Mackenzie Hawkins / Bloomberg:
Analysis: Nvidia's 2025 figures to the US government undercounted chips sold to Megaspeed via partners by 50,000; Nvidia did not give Bloomberg an exact figure  —  Nvidia Corp.'s general counsel intervened in a US government probe of suspected smuggling of AI chips by Megaspeed International …
Sarah Perez / TechCrunch:
Short seller Culper Research's May 13 report, which flagged Jensen Huang's relationship with Alice Huang as “uncomfortably close”, resurfaces on social media
Semafor:
Jensen Huang's spy affair shines a spotlight on Nvidia's thin corporate governance and opaque succession planning at the world's most important company
Tom Warren / The Verge:
Rockstar plans to make GTA VI available on Xbox Cloud Gaming at launch next week, likely restricting streaming exclusively to consoles; GTA VI runs at 30fps  —  Rockstar Games confirms GTA VI will run at 30fps across all consoles. … Rockstar Games is making Grand Theft Auto VI available …
Jason Schreier / Bloomberg:
Take-Two reiterates its FY 2027 outlook and reports Q2 total net bookings down 18% YoY to $1.6B, below $1.65B est.; NBA 2K27 missed sales forecast due to GTA VI
Koray Kavukcuoglu / Google:
Google rolls out Gemini 4 Carbon to paid API and AI Ultra users two weeks after releasing it to cyber defenders, and previews a swarm feature in Antigravity  —  Developers, enterprises, scientists, and consumers can now try our latest frontier model.  —  SVP, Google DeepMind and Chief AI Architect, Google
Kyle Kucharski / ZDNET:
Amazon's Ring unveils the $249 Ring Drone Cam and the $999 Ring Rover Cam, utilizing its AI Pilot navigation software, under new subbrand Ring Robotics  —  Alongside the Ring Drone Cam, Ring introduced the Rover Cam for businesses.  It investigates disturbances and streams 4K footage.
Lily Hay Newman / Wired:
Google DeepMind researchers used agentic AI framework AlphaProof Code to verify the Signal protocol's cryptographic guarantees, in a four-week proof-of-concept  —  DeepMind researchers were able to formally verify that the widely used encryption protocol works as intended.  Their stretch goal?
Ethan Mollick / One Useful Thing:
Anthropic's Fable 5.2 represents “Jagged AGI”, which matches human experts on most computer tasks like game design but lacks self-directed judgment and taste  —  General, often expert, and sometimes jagged … I have had the chance to use the new Claude Fable 5.2 quite a bit …
Maximilian Schreiner / The Decoder:
Scale Labs and CAIS' Remote Labor Index: Fable 5.2 completes 41.3% of freelance projects at professional quality, above Opus 5.5's 21.3% and GPT-6 Astra's 20.8%
Anthropic:
Anthropic releases Mythos 5.2 and Fable 5.2, saying they are “best for the most ambitious, open-ended technical work”, with outputs up to 30% faster than 5.1
Jenny Lee / CNBC:
SoftBank reports a Q2 net loss of $7B, down from a ~$15.8B profit in Q2 2025, and ~$14B revenue, above ~$12.8B est., as the tech selloff weighs on its results
Andy Lin / Bloomberg:
Filings: Moonshot signed a deal in August to rent 32 China-based Super Micro servers with Nvidia B300, the most powerful AI chip, possibly in breach of US rules  —  Moonshot AI accessed a trove of Nvidia Corp.'s most advanced chips this summer, according to documents filed with Beijing regulators …
Ryan Christoffel / 9to5Mac:
Apple begins offering additional AI access via one-time $50 “intelligence usage packs” when users meet monthly usage caps, starting in its Creator Studio apps  —  Apple has said it will eventually charge for expanded usage of select AI features.

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From Mediagazer

The Guardian:
The Guardian and ITV publish an investigation into TV presenter David Walliams, who lost a court bid to stop them from publishing sexual misconduct allegations

The Hollywood Reporter:
Sources detail James Gunn and Peter Safran's DC ouster, including tensions with Skydance Motion Picture Group co-chairs Josh Greenstein and Dana Goldberg

Alex Weprin / The Hollywood Reporter:
Skydance reports Q3 revenue up 5% YoY to $7B, net income of $73M, and adjusted EBITDA of $1B, excluding WBD, in its first earnings since closing the WBD deal

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Jess Weatherbed / The Verge:
At Adobe Max, Adobe unveils Creative Cloud and Firefly AI updates to make designing and editing easier, including Premiere's new Generative Remove tool

Earlier Picks

Associated Press:
California voters reject Proposition 40, which would have imposed a one-time 5% tax on residents with a net worth above $1B to mostly help fund health care
Anna Tong / Forbes:
AI infrastructure provider Fireworks says hackers accessed some of its customers' datasets, incomplete model weights, and billing information in late October
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