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November 10, 2026, 5:35 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 …
Cory Weinberg / New York Times:
S-1: Nvidia plans to invest ~$10B in Anthropic after its IPO, or ~10% of the total new cash Anthropic is expected to raise in November, including in its IPO  —  Nvidia planned to invest $10 billion in Anthropic alongside its initial public offering, the largest of the new financial commitments from several giants to the A.I. company.
New York Times:
Nvidia hires former acting US attorney Joon H. Kim and his law firm Wachtell Lipton to conduct a probe into Jensen Huang's affair with an alleged Chinese spy  —  Wachtell partner Joon H. Kim, a former acting U.S. attorney, is leading the inquiry into the chip maker's chief executive.
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 …
New York Times:
Sources: despite Trump's denial, he was told at least twice in seven months about Huang's affair with an alleged spy, including by Rubio en route to Beijing
Financial Times:
How Alice Huang built her career with romantic partner and Hexi Capital founder Kang Wei, who faced stock market probes; sources believe she is back in China
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
New York Times:
Sources: Nvidia internally discussed a succession plan over the years for Jensen Huang, who resisted; many of the 10 board members have a long history with him
Shirin Ghaffary / Bloomberg:
Anthropic unveils office tools, including a video call assistant, a data dashboard, and spreadsheet service Claude Sheets, competing with Microsoft and Google  —  Anthropic PBC is releasing a suite of tools that weave the company's artificial intelligence capabilities into more everyday office work …
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, both using its AI Pilot to navigate interior spaces, 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?
Tom Warren / The Verge:
Rockstar plans to make GTA VI available on Xbox Cloud Gaming at launch next week, likely restricting streaming to consoles, and confirms 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 …
The Information:
Source: OpenAI told investors on Tuesday that its revenue jumped 50% to around $10B in Q3, up from 17% growth in Q2  —  OpenAI has told investors that revenue jumped nearly 50% to $10 billion in the third quarter, rebounding from a period of slower growth as demand for its more recent models …
More: Yahoo Finance.  X: @edzitron
AI Futures Project:
The AI Futures Project updates its timelines after METR's report on Anthropic R&D progress, saying it now expects a Superhuman AI Researcher to arrive in 2027  —  We want to get this post out quickly given the urgency of the topic.  It's possible that there are some errors in the modeling …
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 …
Jay Peters / The Verge:
OpenAI launches Businesses in ChatGPT in beta, including Business Agents for companies to interact with users and a hub where companies can claim their profiles  —  ChatGPT's new AI agents represent companies and can help with things like comparison shopping.
Mark Gurman / Bloomberg:
Oura agrees to acquire AI and on-demand doctor tool Counsel Health for $625M, and says Q4 revenue grew 153% YoY to $533M and FY 2026 revenue grew 92% to ~$1.75B  —  Oura Inc. agreed to acquire artificial intelligence and on-demand doctor service Counsel Health Inc. for $625 million …
Sam Rutherford / Engadget:
Google Fi debuts a “super network” feature for automatic carrier switching and Wi-Fi Auto-Connect+ to improve indoor connectivity in malls, airports, and more  —  It's rolling out first on Pixel phones before wider availability arrives in 2027.  —  Getting the fastest mobile data speeds …
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  —  SoftBank reported a fiscal second-quarter net loss of 1.12 trillion yen ($7 billion) on Tuesday, as losses tied …
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.
Sponsor Post
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 …
Reuters:
AI training startup Mercor raised a $750M Series D from Benchmark, General Catalyst, Nvidia, and others at a $20B valuation, up from $10B in October 2025  —  Mercor said on Tuesday it had raised $750 million in a funding round that valued the AI training startup at $20 billion.

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.
Zoho:
How WCAG compliance makes modern workplaces more accessible  —  A workplace's approach to inclusivity starts with its everyday tools.  Some of them can create barriers that inadvertently shut people out.
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.
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.
Sponsor Techmeme

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Jake Bleiberg / Bloomberg:
Sources and records: 11+ NSA and US Cyber Command personnel died by suicide over the 12 months to September, prompting White House and Congressional questionsFind
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Jordan Novet / CNBC:
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Financial Times:
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The Information:
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Cory Weinberg / New York Times:
S-1: Nvidia plans to invest ~$10B in Anthropic after its IPO, or ~10% of the total new cash Anthropic is expected to raise in November, including in its IPOFind
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Full Time-Sorted List

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

Suzanne Monyak / Bloomberg Law:
A federal appeals court upholds an August 2025 ruling that Trump officials can't fire VOA director Michael Abramowitz without approval from an independent board

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

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Earlier Picks

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%
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
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