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November 3, 2026, 12:15 PM
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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: Six Colors, Fortune, MacRumors, Investing.com, New York Post, BBC, The Register, Outlook India, TechCrunch, Daring Fireball, Music Ally, Phandroid, GSMArena.com, Coinpedia Fintech News, Lex on Tech, Mashable, The Apple Post, Motley Fool, and Neowin
X: @asymco, @raywongy, @munster_gene, @neilcybart, @markgurman, @markgurman, @thetranscript_, @munster_gene, and @economyapp. 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 pricing “is unprecedented” — Hardware giant predicts robust sales in the holiday season but services outlook disappoints
More: Reuters, The Guardian, 9to5Mac, Capital Brief, Forbes, Digital Trends, TechRadar, Silicon Republic, Wall Street Journal, CNBC, and iPhone in Canada
X: @sam_badawi, @skundojjala, @agentikhq, @asymco, @asymco, and @markgurman
| Sarah Perez / TechCrunch: |
More: Tom's Hardware, The Verge, The Motley Fool, HotHardware, Club386, Yahoo Finance, Channel NewsAsia, AppleInsider, and Gizmodo
| Dave Lee / Bloomberg: |
More: Stratechery, Daring Fireball, The Verge, AppleInsider, Fast Company, CNBC, Quartz, and MacDailyNews
X: @tgod34748, @neilcybart, @rsgnl, @rsgnl, @susanlitv, and @joannastern
| Marcus Mendes / 9to5Mac: |
More: AppleInsider, Six Colors, Quartz, Storyboard18, AIM, 24/7 Wall St., The Apple Post, and AppleInsider
X: @caro_milanesi, @benbajarin, and @neilcybart
| Ben Schoon / 9to5Google: |
Google severs ties with and bans Android TV box maker Videostrong after finding it intentionally preloaded malware to open a backdoor to control the XCPE botnet — Google has confirmed that an Android TV device maker snuck a backdoor for malware onto certified devices …
More: Google Cloud Blog, TechRadar, Krebs on Security, MakeUseOf, AndroidGuys, Metacurity, eSecurity Planet, Security Affairs, Android Authority, Infosecurity, Neowin, Android Central, SecurityWeek, Malwarebytes, The Register, Digit, and Help Net Security
X: @huz_man1, @thehackersnews, @virusbtn, @turnup2ez, @evankirstel, @royalhansen, and @jakeb_ray. Mastodon: @briankrebs@infosec.exchange. Forums: r/linux
| New York Times: |
Google plans to make it easier to restrict its AI tools for students in early 2027, but says schools that block AI entirely will lose student access to Search — Google is making it easier to restrict its A.I. tools for students. But schools that block A.I. entirely will lose student access to Google's search engine.
More: Google, TechCrunch, Engadget, The Verge, Quartz, Futurism, and Chalkbeat
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Bluesky: @masnick.com, @noupside, @hern, @hagenblix, @hypervisible.blacksky.app, and @rimaanabtawi. Mastodon: @TetroniMike@mastodon …
Forums: Hacker News, r/singularity, r/degoogle, r/google, r/technology, and r/enshittification
| Emma Roth / The Verge: |
Rockstar plans to let users pre-load GTA VI on November 10, ahead of its November 19 launch, and says the game requires up to 212GB “depending on your device” — Rockstar says to make sure you have ‘ample space’ on your device. … You're going to need a lot of extra storage space … | 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
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X: @discoplomacy, @ncsc, @gchq, and @ncsc
Forums: r/UKPreppers, r/ukpolitics, and r/unitedkingdom
| Gareth Vipers / Wall Street Journal: |
OpenAI hires ex-US Army Secretary Dan Driscoll to oversee national security modernization, as it pushes to secure government contracts and shape military policy — Driscoll will advise on ways AI could bolster U.S. security capabilities and cyber defenses — OpenAI has appointed former …
More: OpenAI, PYMNTS.com, The Hill, Bloomberg, Meduza, Breaking Defense, CNBC, The Decoder, NewsMax.com, Implicator.ai, Türkiye Today, Business Standard, Semafor, and Political.org
| Financial Times: |
Chainalysis and Elliptic expect North Korean hackers to take months to launder the stolen Binance funds, using crypto swapping services and DeFi lending markets — North Korean hackers are expected to take months to launder the billions of dollars of tokens they stole last week from crypto exchange Binance … | Jeff John Roberts / Fortune: |
More: The Block, Bloomberg, Quartz, BBC, CNBC, New York Times, CoinDesk, Reuters, New York Post, Cyber Security News, and CoinGape
| Financial Times: |
Sources: Nvidia verbally told cloud compute clients they must sell 51%+ of their services to non-Chinese companies, as the US further limits China's chip access — Nvidia is ordering its data centre partners to reduce exposure to Chinese customers in a move that further restrains China's ability … | Julie Bort / TechCrunch: |
S-1: Anthropic says it may “imminently meet” its RSI threshold and may not identify “a significant acceleration” in its development until after it has occurred — While much attention has focused on the updated financials Anthropic revealed in its revised S-1A on Monday …
More: Wall Street Journal, The Independent, The Hindu, StrictlyVC, and Wccftech
X: @davidiach, @andrewcurran_, @theobearman, @peterwildeford, @jeremiecharris, @darcyagi, @wesroth, @cheatyyyy, @_nathancalvin, @kimmonismus, @choblin29, and @ramez. LinkedIn: Harirajan Padmanabhan
Forums: r/technews, r/BlackboxAI_, and r/technology
| Bailey Lipschultz / Bloomberg: |
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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: Hacker News and r/technology
| The Information: |
Salesforce agrees to acquire Cresta, a provider of AI-powered contact center automation software, a source says for $2.7B; Cresta had a $1.6B valuation in 2022 — 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, Futurum, 24/7 Wall St., Axios, Salesforce Ben, and Verdict. X: @buckleyplanet
| 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, TechRadar, Cyber Security News, The Decoder, and Blockchain.News
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| Alex Kantrowitz / Big Technology: |
ChatGPT Consumer Product Lead Adam Fry says ChatGPT has hit 1.2B WAUs, adding 200M over the past two months, and its search volume is now ~20% of Google's — ChatGPT consumer product lead Adam Fry on ChatGPT's growth, the cost of personal agents, and plans to bring Chat and Work together.
X: @firstadopter, @scottstts, @tickerplus, @kantrowitz, and @therealadamg
| Colin Demarest / Axios: |
New England-based autonomous submarine startup Corridian emerges from stealth with a $38M seed led by Point72 Ventures and plans to unveil its first AUV in 2027 — Corridian, a New England-based robo-submarine maker, exited stealth Tuesday morning alongside word of its $38 million seed.
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.Sponsor Post
| James Rundle / Wall Street Journal: |
CrowdStrike agrees to buy Fiddler AI, which helps monitor AI agents, for ~$400M, and Dreadnode, an automated security AI testing tool, for ~$95M, mostly in cash — The deals come as companies deploy AI agents faster than some security teams can establish controls| Adriano Marchese / Wall Street Journal: |
Shopify reports Q3 revenue up 32% YoY to $3.74B, vs. $3.75B est., GMV up 29% to $119.15B, net income up 75% to $462M, and adjusted EPS of $0.49; SHOP falls 5%+ — The ecommerce company's third-quarter revenue rose to $3.74 billion from $2.84 billion — Shopify reported higher third-quarter profit …
More: CNBC, Bloomberg, BetaKit, Quartz, Yahoo Finance, 24/7 Wall St., and Shopify
| 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: The Register, Drax Global, Reuters, The Guardian, Sky News, DatacenterDynamics, Unite.AI, and Bloomberg. Forums: r/technology
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
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.
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.
Newest
Emma Roth / The Verge:
Rockstar plans to let users pre-load GTA VI on November 10, ahead of its November 19 launch, and says the game requires up to 212GB “depending on your device”Find
14 minutes ago
Jeff John Roberts / Fortune:
Binance says North Korean hackers stole $6.3B through a months-long scheme with fake LinkedIn job interviews and an ad campaign to deliver malicious softwareFind
74 minutes ago
Alex Kantrowitz / Big Technology:
ChatGPT Consumer Product Lead Adam Fry says ChatGPT has hit 1.2B WAUs, adding 200M over the past two months, and its search volume is now ~20% of Google'sFind
85 minutes ago
New York Times:
Google plans to make it easier to restrict its AI tools for students in early 2027, but says schools that block AI entirely will lose student access to SearchFind
1½ hours ago
James Rundle / Wall Street Journal:
CrowdStrike agrees to buy Fiddler AI, which helps monitor AI agents, for ~$400M, and Dreadnode, an automated security AI testing tool, for ~$95M, mostly in cashFind
2½ hours ago
The Information:
Sources: Anthropic has told investors in recent meetings that its 15-person chip design team is using Claude for engineering and design work on its custom chipsFind
3 hours ago
David Pierce / The Verge:
iPad mini (2026) review: great OLED display, it's waterproof and dustproof, and the A20 Pro is fast, but it's expensive, has no 120Hz display, and lacks Face IDFind
3 hours ago
From Mediagazer
Thomas Buckley / Bloomberg:Blake Brittain / Reuters:
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