Techmeme
November 5, 2025, 2:05 AM

Top News

Mark Gurman / Bloomberg:
Sources: Apple plans to launch a low-cost laptop powered by an iPhone chip in H1 2026 to rival Chromebooks, aimed at students and casual users, codenamed J700  —  Apple Inc. is preparing to enter the low-cost laptop market for the first time, developing a budget Mac aimed at luring away customers …
Bloomberg:
Amazon sent a cease-and-desist to Perplexity, demanding it to stop letting Comet make purchases on users' behalf, accusing it of computer fraud  —  Amazon.com Inc. is suing Perplexity AI Inc. to try and stop the startup from helping users buy items on the world's largest online marketplace …
CNBC:
Perplexity AI accuses Amazon of “bullying” after receiving “an aggressive legal threat” demanding Comet not make purchases on users' behalf  —  Perplexity AI accused Amazon of “bullying” on Tuesday after it received a letter from the e-commerce giant demanding …
Mike Scarcella / Reuters:
Google and Epic Games reached an agreement to settle Epic's 2020 antitrust lawsuit, with proposed changes to Android and Google Play pending court approval  —  Alphabet's (GOOGL.O) Google said on Tuesday it has reached a comprehensive U.S. court settlement with “Fortnite” video game maker Epic Games …
Reed Albergotti / Semafor:
Google unveils Project Suncatcher to launch two solar-powered satellites, each with four TPUs, into low Earth orbit in 2027, as it seeks to scale AI compute  —  The demand for AI data centers has grown so large that there isn't enough energy on earth to power the buildout.
Lee Ying Shan / CNBC:
Shares of Asian AI-linked companies fall, tracking declines in US peers, as investors worry about stretched valuations; SoftBank falls 13%+, Advantest drops 8%+  —  Shares of Asian AI-linked companies and tech firms fell Wednesday, tracking declines in U.S. peers, as investors turned wary …
Ian King / Bloomberg:
AMD reports Q3 revenue up 36% YoY to $9.24B, vs. $8.7B est., Data Center revenue up 22% to $4.3B, and forecasts Q4 revenue below the highest projections  —  Advanced Micro Devices Inc., the main contender to Nvidia Corp. in the artificial intelligence chip market, failed to impress investors …
Dina Bass / Bloomberg:
Super Micro reports Q1 revenue down 15% YoY to $5B, vs. $6.09B est., and forecasts Q2 profit below estimates; SMCI drops 9%+ after hours  —  Super Micro Computer Inc. shares tumbled in late trading after the server maker missed reduced estimates for first-quarter sales and profit and gave …
Clare Armstrong / ABC:
Australia broadens its social media ban for under-16s to include Reddit and Kick, which join Facebook, Instagram, Threads, Snapchat, TikTok, X, and YouTube  —  In short:  —  Reddit and Kick will be included in Australia's social media ban for children under 16.
Emma Roth / The Verge:
OpenAI launches its Sora app on Android, including in the US, Canada, and Japan; the app reached 1M+ downloads in the five days after its September iOS launch  —  Now, more people can create and share AI-generated videos on the app's social feed. … OpenAI has brought its AI video app, Sora, to Android.
Bloomberg:
Bitcoin dropped below $100K for the first time since June on Tuesday; ETH also fell as much as 15% on Tuesday, and many altcoins are down 50%+ this year  —  Bitcoin has wiped out its summer rally, giving back gains made during Wall Street's euphoric embrace and a surge in institutional buying.
Tim Starks / CyberScoop:
The US sanctions eight people and two companies it accused of laundering money obtained from cybercrime and IT worker schemes for the North Korean government  —  Learn more.  —  The Treasury Department on Tuesday sanctioned eight people and two companies it accused of laundering money obtained …
Joe Rossignol / MacRumors:
Apple says Live Translation on AirPods will expand to the EU next month; the first iOS 26.2 beta, seeded to developers on Tuesday, brings the feature to the EU  —  The upcoming iOS 26.2 update for iPhone makes the Live Translation on AirPods feature available in the EU, according to Apple.
Sri Muppidi / The Information:
Source: Anthropic projects revenues of up to $70B in 2028, up from ~$5B in 2025, and expects to become cash flow positive as soon as 2027  —  Anthropic this summer hiked its most optimistic growth forecasts by roughly 13% to 28% over the next three years and projected generating …
Bloomberg:
IBM plans to cut “a low single-digit percentage” of its workforce in Q4, affecting thousands of staffers; it employed ~270K workers as of the end of 2024  —  International Business Machines Corp. will cut thousands of workers this quarter while it continues to shift the focus …
Caitlin Huston / The Hollywood Reporter:
Sources: Netflix has sent out dozens of requests to agents at WME, UTA, and CAA for video podcast creators, and plans to launch video podcasts in early 2026  —  The streamer has sent out dozens of requests to agents at WME, UTA and CAA for video podcast creators.
John Voorhees / MacStories:
Apple releases version 26.1 of its full family of OSes, adding a “tinted” option for its Liquid Glass design that reduces transparency and increases contrast  —  Today, Apple released version 26.1 of its full family of OSes.  Every platform received attention, including the proverbial …
Chance Miller / 9to5Mac:
Aisha Malik / TechCrunch:
WhatsApp launches an Apple Watch app that lets users get call notifications, read full messages, and record and send voice messages  —  WhatsApp announced on Tuesday that it's launching an Apple Watch companion app.  For the first time, WhatsApp users will be able to use their Apple Watch …
Dan Primack / Axios:
Sequoia announces that Alfred Lin and Pat Grady will be elevated to firm stewards, succeeding Roelof Botha, who led Sequoia solo since 2022  —  Sequoia Capital on Tuesday announced that Alfred Lin and Pat Grady will be elevated to firm stewards, succeeding Roelof Botha.
Jonathan Vanian / CNBC:
Pinterest reports Q3 revenue up 17% YoY to $1.05B, MAUs up 12% to 600M, vs. 590M est., but forecasts Q4 revenue below est.; PINS drops 20% after hours  —  Pinterest shares tanked nearly 20% on Tuesday after the company reported third-quarter financial results that missed on earnings per share and provided weak guidance.

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Earlier Picks

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Alex Reisner / The Atlantic:
Sam Tobin / Reuters: