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October 26, 2026, 10:45 AM
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memeorandum
WeSmirchTop News
| SEC.gov: |
Anthropic's co-founders say they “believe that AI is one of the most consequential technologies in human history”, detail its scientific potential, and more — We believe that Al is one of the most consequential technologies in human history. If managed well …
More: NBC News, New York Times, CNBC, Investor's Business Daily, International Business Times, Axios, The Hill, The Guardian, CoinDesk, New York Times, Bloomberg Law, New York Post, The Hollywood Reporter, Forbes, Barron's Online, Yahoo Finance, and ZeroHedge News
X: @stevehou, @jdcapelouto, @zeneca, @wallstengine, @benbajarin, @ldrogen, @jvb_xyz, @thetranscript_, @garymarcus, @eva_roytburg, @benbajarin, @danprimack, @danprimack, @dee_bosa, @eva_roytburg, @modestproposal1, @gregisenberg, @scaling01, @nicknemo17, @altcap, @aibattle_, @cutiepieyv, @tokengremlin, @willmanidis, @daniellockyer, @choblin29, @sonalibasak, @aaronrubin, @shanumathew93, @andrewe_dunn, @evan_lorenz, @conorsen, @andrejdrats, @tmnxeq, @jncquant, @sspencer_smb, @mikeisaac, @briansozzi, @ljkawa, @shawmakesmagic, @eringriffith, @madisonmills22, @tmtlongshort, and @danprimack. Mastodon: @mttaggart@infosec.exchange
Forums: Hacker News and r/wallstreetbets
| Anthropic: |
Anthropic files for an IPO on the Nasdaq under the symbol ANT; the number of Class A shares to be offered and the price range is yet to be determined — Today, Anthropic, PBC filed a registration statement on Form S-1 with the U.S. Securities and Exchange Commission relating …
More: Reuters, Associated Press, Decrypt, Engadget, The Information, CoinDesk, Blockchain.News, CBS News, The Paypers, Bitcoin News, Quartz, and The Post Millennial
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Forums: r/ClaudeCode, r/ClaudeAI, and r/singularity
| Bailey Lipschultz / Bloomberg: |
Anthropic S-1: an $80.7B net loss on revenue of $16.3B in H1 2026, up from a $13B net loss on revenue of $1.2B in H1 2025, and a net revenue retention of 900% — Anthropic PBC filed for an IPO, warning its technology carried existential risks even as it moved a step closer … | Wall Street Journal: |
Anthropic's S-1 lists 94 pages of risk factors and warns that the “scale of harm” from a “catastrophic” AI incident might mean it is unable to obtain insurance — 94 pages — Nearly a quarter of Anthropic's S1, or 94 pages, was dedicated to risk factors …
More: CNBC, Axios, and Bloomberg
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Bluesky: @self.agency and @carlquintanilla
| Financial Times: |
Anthropic S-1: of its $80.7B net loss in H1 2026, nearly $9B came from computing power and infrastructure, and it has nearly $800B in commitments over 10 years — 240,000-word prospectus lays out explosive growth alongside steep losses and daunting risk factors| Robert Hart / The Verge: |
| Apple: |
Apple unveils a redesigned iPad mini with an 8.5-inch OLED display, an A20 Pro, 24% thinner bezels, and a nano-texture finish option, for $699+ from November 6 — Featuring a stunning OLED display in an even thinner and lighter design, a huge leap in performance, faster wireless connectivity, and water and dust resistance
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Forums: Hacker News, r/ipad, r/ipadmini, r/apple, and MacRumors Forums
| Elizabeth Chamberlain / iFixit News: |
iPhone Duo teardown: 5/10 repairability, a foldable record, but some screens crack along the fold, possibly because a hinge support bar fails to drop far enough — Apple's folding iPhone finally made it to our teardown table. Some owners' screens didn't make it through setup.
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Forums: Hacker News, r/apple, and MacRumors Forums
| Tim Bradshaw / Financial Times: |
Meta plans to raise $95B to finance its AI infrastructure, including $35B in public equity offerings, backed by cornerstone investors Nvidia, AMD, and Broadcom — Chipmakers Nvidia, AMD and Broadcom will act as cornerstone investors — Meta is planning to raise $95bn …
More: CNBC, Investor's Business Daily, The Information, Reuters, Wall Street Journal, Reuters, Capital Brief, Business Insider, Proactive, New York Times, The Hindu BusinessLine, Channel NewsAsia, The Straits Times, Bloomberg Law, The Business Times, Barron's Online, Quartz, Yahoo Finance, Tech Funding News, The Irish Times, Pulse 2.0, AIM, Semafor, and Anadolu Ajansı …. X: @zerohedge
| Ben Thompson / Stratechery: |
The public internet model is dying from too much content, algorithmic aggregators, and vulnerabilities found with AI, and that may bring new possibilities — It was the summer of 2003, just weeks before I was set to move to Taiwan, that I decided to create a blog to document my journey.
| Elon Musk / @elonmusk: |
Elon Musk says SpaceX closed $40B in GPU debt, debt markets have shut off credit for AI data center companies, and 200+ neoclouds face “death and consolidation” — Pretty much. As of the past few weeks, debt markets have almost entirely shut off access to money for any company that doesn't have substantial revenue independent of AI data centers. SpaceX closed $40B of debt for GPUs, but we're investment grade and have Starlink & launch revenue. That means...
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Bluesky: @erincarly, @quantian, @sanmarcos, @numb.comfortab.ly, @westinlee.itch.io, @jonbailiff, @warwickgow, and @yssman
Forums: r/Economics, r/NowInTech, and r/MU_Stock
| Johnny Rodgers / Building Slack: |
Inside Slack's Salesforce culture clash: Benioff didn't use Slack and had ~1 hour with CEO Butterfield pre-deal; Butterfield quit after a Davos will.i.am panel — I needed a keyboard. — I stood at my reserved desk on the 7th floor of Salesforce's tower in Vancouver around 9am.| Washington Post: |
Cathedral, a months-old cybersecurity startup founded by ex-DOGE staffers, says it breached Anthropic's internal systems in under 12 hours using AI agents — The start-up firm Cathedral has told makers of the Claude chatbot that its researchers were able to quickly penetrate sensitive systems, a report reviewed by The Post shows.| Max Woolf's Blog: |
A look at OpenAI's and Anthropic's aggressive price cuts from June through September, driven by low switching costs and pricing pressure from open-weight models — Let's look at a quick timeline of the major LLM model announcements from both OpenAI and Anthropic over the past few months.| New York Times: |
A look at TSMC's first plant in Phoenix that has achieved chip output rates comparable to its Taiwan facilities, as its Taiwanese engineers teach US workers — On July 5 the Northwest Chinese Baptist Church in Phoenix opened its weekly Mandarin service with a verse from the Old Testament.
More: Politico. X: @danwwang, @thomasgalvin, @jonasnahm, @alecmacgillis, @patrickmcgee_, @toly, @dennisw5, @jordanschneider, @heguisen, and @bradwilcoxifs. Bluesky: @frankpasquale
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