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November 6, 2026, 11:10 AM
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Thinking Machines Lab:
Thinking Machines Lab debuts Inkling 2 Small, a MoE model with 594B total and 17B active parameters, and plans to release weights next week after safety testing  —  Today we are introducing our second model generation with Inkling 2 Small.  It is a Mixture-of-Experts model with 594B total parameters …
Wall Street Journal:
Sources: major investors are increasingly skeptical Anthropic's IPO can proceed at a $1.5T valuation after a market selloff; one says it could be closer to $1T  —  The AI giant could need to set a significantly lower-than-expected valuation, investors say  —  Major investors …
Kevin Breuninger / CNBC:
GOP leaders of three House committees ask Jensen Huang for a closed-door briefing on his ties with Megaspeed executive Alice Huang, reportedly a Chinese asset
Natalia Kniazhevich / Bloomberg:
The Nasdaq 100 fell 6% on Thursday, losing a record $2.3T in value, and the Philadelphia chip index fell 12%, on AI trade concerns after Democrats won Congress  —  Technology stocks plunged the most since 2020 on Thursday as investors exited the sector on concerns over the artificial intelligence trade …
Jada Nagumo / Nikkei Asia:
Asian tech stocks plunge amid fears US Democrats may delay data centers; Taiwan's Taiex sees a record intraday point drop, Kospi falls 8.7%, and Nikkei 6.7%
Reuters:
Sources: Unity has held talks to be acquired by a consortium including Silver Lake, which owns 8% of Unity, and Saudi Arabia's PIF, discussing a ~$25B valuation  —  Gaming software provider Unity Software (U.N) has held talks to be acquired by a consortium of investors including private …
Pranshu Verma / Washington Post:
Sources: Democrats are eyeing Apple, Meta, and Elon Musk-led companies as early congressional investigation targets, after winning House and Senate majorities  —  Democrats are laying the groundwork to investigate some of the country's largest companies, setting off a scramble among executives who courted the president.
Kana Inagaki / Financial Times:
Elon Musk says Tesla plans to wind down production of the Cybertruck at its Texas Gigafactory around mid-2027 “to make room for increased Cybercab production”  —  Carmaker will wind down production of futuristic pick-up truck at its gigafactory in Texas
Matthias Bastian / The Decoder:
Google rolls out Gemini Omni 1.2 Flash, which creates clips up to 15 seconds, vs. 10 seconds with Omni 1.1, has better reference adherence, and costs 30% less  —  Ask about this article...  Google says Gemini Omni 1.2 Flash is rolling out through the Gemini API, Google AI Studio …
Alexander Martin / The Record:
Preliminary findings: the EU says TikTok violated the DSA by not preventing its recommendation algorithm from trapping users in harmful content “rabbit holes”  —  The European Commission accused TikTok on Friday of failing to prevent its recommendation algorithm from drawing users into …
Reuters:
Sources: China's YMTC plans to source 60% to 70% of equipment locally for a planned fourth factory, to make 300-layer NAND chips, up from ~50% for its third fab  —  China's largest flash memory chipmaker, Yangtze Memory Technologies Co (YMTC), plans to source as much as 70% of the equipment …
New York Times:
Sources: The New York Times has entered exclusive negotiations to acquire Letterboxd for ~$330M; A24 dropped out of negotiations after price expectations rose  —  The roughly $330 million deal for the cinephile community site would be part of an effort to add new products and services to the company's portfolio.
Radhika Rajkumar / ZDNET:
Anthropic launches Personal Finance in Claude, letting users connect bank and credit card accounts via Plaid with read-only access to analyze spending trends  —  Anthropic has released what appears to be its answer to ChatGPT Finances.  —  ZDNET's key takeaways
Tiffany Li / The Information:
METR: Anthropic's models are improving about twice as fast as they did between March 2024 and October 2025, with internal AI use driving ~80% of acceleration  —  AI use within Anthropic may have doubled the company's pace of AI development, a new report from AI research nonprofit METR says.
@metr_evals:
METR: Anthropic redacted much of the “most informative” evidence from METR's 100-page report, so readers “must rely on our judgment more than we consider ideal”
Davey Alba / Bloomberg:
Google says it will spend $17B to build its first Wyoming data center, pay for all the power it uses, and form a Community Council to address growth concerns  —  Alphabet Inc.'s Google will spend $17 billion to build a data center in Wyoming, formally putting a price tag on the proposal …
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 Post
Kelly Cloonan / Wall Street Journal:
Lyft reports Q3 revenue up 8% YoY to $1.82B, vs. $1.92B est., and a net loss of $0.03 per share, vs. an est. net income of $0.20 per share; LYFT drops 5%+  —  However, the ride-hailing platform's top and bottom lines were dented by legal, tax and regulatory reserve changes and settlements
More: Lyft

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:
Labels that build themselves: Simplified Label Automation in Zoho Writer  —  Anyone who ships every day knows this feeling.  Forty orders, each with a different number of items, and every item needs its own label.
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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Machine Gods:
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Newest

Maggie Eastland / Bloomberg:
Democrats, with Elizabeth Warren a top contender to chair Senate Banking, are poised to step up oversight of Nvidia over chip exports and circular financingFind
19 minutes ago
Todd Spangler / Variety:
Fox closes its $22B Roku acquisition well ahead of the expected 2027 date; Anthony Wood joins Fox's board and co-chairs a new unit with Tubi, Fox One, and RokuFind
40 minutes ago
Qianer Liu / The Information:
Sources: TSMC is considering expanding into manufacturing 3D DRAM at the request of Nvidia, its biggest customer, amid memory chip shortagesFind
64 minutes ago
Emmy Martin / New York Times:
Employees at Microsoft, long known for its stability in the industry, are grappling with its decision to offer buyouts to 60,000 people as AI spending growsFind
2 hours ago
Eric Geller / Cybersecurity Dive:
Experts say the new Democratic congressional majority will likely seek to rebuild CISA, prioritize AI security, revive local cyber grants, probe DOGE, and moreFind
3 hours ago
Alexander Martin / The Record:
Preliminary findings: the EU says TikTok violated the DSA by not preventing its recommendation algorithm from trapping users in harmful content “rabbit holes”Find
4 hours ago
Pranshu Verma / Washington Post:
Sources: Democrats are eyeing Apple, Meta, and Elon Musk-led companies as early congressional investigation targets, after winning House and Senate majoritiesFind
4½ hours ago
Full Time-Sorted List

From Mediagazer

Salon:
Salon, launched in 1995 to cover politics, culture, and more, says it is closing: “business realities of independent digital journalism have changed profoundly”

Brian Steinberg / Variety:
Nielsen: ~31.2M people watched midterm primetime coverage across 13 TV networks; NBC News led with 6.74M, ahead of ABC News with 5.19M and Fox News with 4.32M

Financial Times:
Bomb threats force the evacuation of Irish newsrooms, including national broadcaster RTÉ, which briefly went off air and resumed broadcasts from a mobile unit

More News

Todd Spangler / Variety:
Fox closes its $22B Roku acquisition well ahead of the expected 2027 date; Anthony Wood joins Fox's board and co-chairs a new unit with Tubi, Fox One, and Roku
Joel Khalili / Wired:
Potential Sciences, an AI startup building large-scale chemical data sets, secured backing from the UK's Sovereign AI Fund, as part of an eight-figure raise

Earlier Picks

Meghan Bobrowsky / Wall Street Journal:
Meta President Dina Powell McCormick says building new US data centers will be “harder” after midterm results, but it will be easier to expand existing projects
Jay Peters / The Verge:
Meta rolls out voice mode and expressive avatars in the Muse app, starting in the US, letting users have real-time voice conversations with their Muse AI agent
Reuters:
Sources: about 600,000 of Nvidia's H200 chips are stored in Hong Kong awaiting shipment to mainland China, as Beijing withholds approval for large-scale imports
More: DatacenterDynamics, Fortune, Coinpaper, and Benzinga
X: @jchengwsj and @kyleichan.  LinkedIn: Liza Lin.  Bluesky: @jessefelder.com
Los Angeles Times:
California's Proposition 40, which proposes a one-time 5% tax on billionaires' assets to mostly fund healthcare, seems headed for defeat as vote counts continue
Tom Warren / The Verge:
Microsoft rolls out to Xbox Insiders an Xbox PC app that launches up to 60% faster and has a design to match Xbox Cloud Gaming updates on the web and smart TVs
Emma Roth / The Verge:
OpenAI launches GPT-6 Cyber, which it says outperforms GPT-6 Astra on cyber benchmarks, is better at finding vulnerabilities, and is less likely to go rogue
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