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Techmeme
October 28, 2026, 5:05 AM
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Top News

Kai Nicol-Schwarz / CNBC:
AMD says it will invest $1B in Meta's equity offering, its first Helios rackscale systems are installed at Meta, and its EPYC CPUs power Meta's Muse AI agent  —  Nvidia and Advanced Micro Devices have said they will invest a total of $4 billion in Meta after the social media …
Anthony Hughes / Bloomberg:
Sources: Meta's $25B share sale was oversubscribed 5x as it seeks $98B for AI spending; the 15 largest investors in the sale accounted for ~70% of shares
Jenny Lee / CNBC:
SK Hynix reports Q3 revenue up 328% YoY to ~$78.8B, above ~$74.07B est., and operating profit up 632% to ~$62.76B, above ~$57.78B est. and a company record  —  Choose CNBC as your preferred source on Google and never miss a moment from the most trusted name in business news.
Anthropic:
Anthropic details early drug development work with six partners and says it has acquired Mithril, a one-person company working on muscular dystrophy  —  There are many opportunities to speed up drug development, even beyond the most commonly discussed applications of AI, like proposing initial designs for new molecules.
Mark Gurman / Bloomberg:
Source: Apple has discussed charging $2,899 for the 14-inch MacBook Pro with an OLED XDR touch screen and M5 Pro chip, $400 more than the current M5 Pro model  —  Apple Inc., after successfully betting this month that consumers are willing to pay $2,000 or more for a foldable iPhone …
Lauren Forristal / TechCrunch:
Discord says it will let public-channel messages from servers listed in Server Discovery appear in web search from mid-December; admins and members can opt out  —  Discord announced on Tuesday it will make some conversations in its public servers searchable and easier to find on the internet.
Jay Peters / The Verge:
Google DeepMind launches Genie 4, a world model powered by Gemini 3.8 Flash designed to generate interactive AI simulations, in preview first to trusted testers  —  The Genie 4 world model offers more realism and can create audio to accompany its interactive worlds.
Jesse Hamilton / CoinDesk:
The CFTC files a legal challenge to block Utah's attempt to restrict prediction market betting, asserting it is the sole US regulator of prediction markets  —  The U.S. agency that oversees derivatives has filed a federal legal challenge to halt Utah's attempt to stop prediction market betting in its state …
Felix Rieseberg:
An Anthropic hiring manager says he stopped giving coding interviews because Claude is better at them and tells junior engineers that “hunger beats tenure”  —  This month, I laid the traditional coding interview to rest.  As a hiring manager at Anthropic, I stopped asking candidates to do them.
Wall Street Journal:
Anthropic's S-1 implies a $40T+ annual TAM based on knowledge work's economic value in 2025, topping SpaceX's $28.5T estimate, without explicitly naming TAM  —  The company's estimated market opportunity, tied to the economic value of work produced by knowledge workers, tops SpaceX's enormous figure from earlier this year
Stephanie Palazzolo / The Information:
Anthropic's S-1 shows an 85% gross margin in H1 from running its models, a reality check for skeptics who said pay-as-you-go model sales wouldn't be profitable
Ryan Barwick / The Information:
Source: OpenAI, a major Nvidia customer, plans to buy Google's TPUs; a job listing shows it seeks an engineer to “lead the optimization” of its models on TPUs  —  OpenAI plans to buy Google's AI chips, according to a person familiar with the matter, in a boost for a rising competitor to OpenAI backer Nvidia.
Annie Palmer / CNBC:
Memo: Amazon says measuring AI adoption solely by token usage or code generation is “deeply flawed”, as it discourages staff from tokenmaxxing  —  Amazon laid out its AI usage guidelines for software engineers in a memo to staffers, and discouraged employees from turning to …
Valida Pau / The Information:
Sources: chipmaker Onsemi is in talks to acquire 16-year-old chip startup Ferric for ~$1B; PitchBook: Ferric last raised a $32.1M Series C in December 2024  —  Semiconductor component maker Onsemi has been discussing an acquisition of 16-year-old chip startup Ferric for close to $1 billion …
New York Times:
How Silicon Valley billionaires raised $333M+ to try to defeat a 5% California wealth tax; Patrick Collison's $33M is his most serious campaign engagement yet  —  Every Tuesday for the last few months, two dozen of the world's richest people or their advisers hop onto a conference call and plan for war.
Command Line:
Cheap code, precious trust: Code modernization at scale  —  The promise—and challenges—of agentic software engineering, from large-scale code migration to language modernization.
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Nikkei Asia:
Industry insiders say PCBs and chip substrates are key supply constraints for consumer electronics makers, as AI demand increasingly eats up production capacity  —  TAIPEI — As executives at PC makers, including HP and Dell, map out their supply needs for 2027, a mundane component has emerged as an unlikely concern.
Nikkei Asia:
Sources: Fujifilm plans to increase magnetic tape production capacity fivefold to meet AI-driven storage demand, its biggest production expansion in ~20 years  —  TOKYO — Fujifilm will raise production capacity for magnetic tape fivefold to meet artificial-intelligence-driven demand …
Apple:
Apple unveils a 14" MacBook Pro with an M6, which has a 12-core CPU and a 12-core GPU, 16GB or 32GB of unified memory, and Wi-Fi 7, for $1,999+ from November 6  —  Supercharged by M6, the 14-inch MacBook Pro features incredible performance and next-level AI capabilities, enhanced connectivity …
Apple:
Apple updates the 24-inch iMac with an M6, which has up to a 12-core CPU and up to a 12-core GPU, and a dual 16-core Neural Engine, for $1,499+ from November 6

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The best sales leaders aren't job hunting.  Here's how to reach them without months of cold outreach.  —  Our team came from Box, Square, and Brex, so we already know the GTM leaders worth meeting.
Zoho:
Pro Tips: 5 ways to keep your OKR rollout on track past the three-month mark  —  Three months into an OKR rollout is when the cracks appear.  Manual tracking stalls, CRM data and strategic goals drift apart, and missed targets catch leaders by surprise.
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Newest

New York Times:
How Silicon Valley billionaires raised $333M+ to try to defeat a 5% California wealth tax; Patrick Collison's $33M is his most serious campaign engagement yetFind
2½ hours ago
Jesse Hamilton / CoinDesk:
The CFTC files a legal challenge to block Utah's attempt to restrict prediction market betting, asserting it is the sole US regulator of prediction marketsFind
2½ hours ago
Simon Sharwood / The Register:
SK Hynix expects memory shortages to persist through at least 2030; the company has long-term deals with 14 major buyers for 50%+ of its output in 2027 and 2028Find
3 hours ago
Financial Times:
Sources: TPG is in talks to acquire UK-based Ark Data Centres, which operates 27 data centers in the UK and Belgium, from Elliott Management at a ~$5B valuationFind
3½ hours ago
Nikkei Asia:
Industry insiders say PCBs and chip substrates are key supply constraints for consumer electronics makers, as AI demand increasingly eats up production capacityFind
3½ hours ago
Reuters:
Sources: CXMT plans to start HBM3E production despite yields of just 20% to 30%; its HBM3E performance is closer to that of SK Hynix's previous-gen HBM3 chipsFind
3½ hours ago
Priyanka Salve / CNBC:
Jio Platforms, India's largest telecom and digital services company, jumps 21.4% in its trading debut, after raising ~$3.2B in the country's largest-ever IPOFind
4 hours ago
Full Time-Sorted List

From Mediagazer

Savannah Walsh / Vanity Fair:
A profile of Wren Woodson and Mabel Kabani, ex-60 Minutes staffers whose Gen Z news startup Newsgirls has ~500K followers across Instagram, YouTube, and TikTok

Julia Moskin / New York Times:
A profile of Tini Younger, 24, TikTok's top woman chef with 12.5M followers, who is publishing a cookbook for Gen Z, the age group least likely to cook at home

Ted Johnson / Deadline:
Kevin Delaney, co-founder of Quartz and Charter, has been tapped by NBC News to be head of digital content and subscription, a newly created role

More News

Priyanka Salve / CNBC:
Jio Platforms, India's largest telecom and digital services company, jumps 21.4% in its trading debut, after raising ~$3.2B in the country's largest-ever IPO
Reuters:
Robinhood reports Q3 revenue up 12% YoY to $1.42B, meeting est., crypto revenue down 55% YoY to $120M, and profit down 14% YoY to $476M; HOOD drops 7%+

Earlier Picks

Seema Mody / CNBC:
Oracle adds ChatGPT and Codex to its app stack and expands Oracle Cloud Infrastructure lineup with Google TPUs, OpenAI's Jalapeño chip, and Cerebras hardware
Emma Roth / The Verge:
Apple adds a beta AI assistant built on Apple's and OpenAI's models to Keynote, Pages, Numbers, and Logic Pro, plus MCP support to Keynote, Pages, and Numbers
Bloomberg:
Anduril and Qualcomm unveil BlueChip, a line of laptops designed and assembled in the US for defense and government; Anduril will begin taking orders in 2027
Bloomberg:
Microsoft offers buyouts to ~60K workers, including at a VP level and below across the US, Canada, India, and the UK; its headcount at the end of June was 223K
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