Techmeme
November 6, 2026, 9:25 AM

Top News

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 …
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:
Kana Inagaki / Financial Times:
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 …
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:
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 …
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 …
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.
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.
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 …
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  —  Classified as ‘Critical,’ GPT-6 Cyber outperforms GPT-6 Astra on cyber-related benchmarks.
Djohnson / CyberScoop:
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
Mackenzie Hawkins / Bloomberg:
Sources: Nvidia is requiring Southeast Asian customers seeking Nvidia Cloud Partner status to enroll in a program that tracks the locations of their AI chips  —  Nvidia Corp. is stepping up monitoring of AI accelerators sold in Southeast Asia, a strategic step to curtail semiconductor smuggling …
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 a share, vs. an est. profit of $0.20 a share; LYFT drops 8%+ after hours  —  However, the ride-hailing platform's top and bottom lines were dented by legal, tax and regulatory reserve changes and settlements
More: Lyft
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  —  Speaking at the WSJ Tech conference, Dina Powell McCormick says the company is more optimistic about scaling up its existing data centers
Jay Peters / The Verge:

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Earlier Picks

Kevin Breuninger / CNBC:
Reuters:
More: Fortune, Benzinga, Coinpaper, and Chip Briefing
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Los Angeles Times:
Tom Warren / The Verge:
Brody Ford / Bloomberg:
Jonathan Stempel / Reuters: