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Financial Times: Sources: Anthropic told investors that its Q3 revenue hit $16.8B, up from $11.5B in Q2, and that it was profitable on an adjusted basis in Q3, ahead of its IPO -
Cory Weinberg / The Information: Sources: Anthropic told investors that distillation accounts for 5% to 7% of its revenue; its rapid but slowing revenue growth could weigh on its IPO valuation -
Andrew R. Chow / Time: John Ternus discusses the iPhone Duo, memory shortages, AI, and more; he says “all options should be on the table” after reports that Apple tested Chinese chips -
Austin Carr / Bloomberg: Current and former a16z partners and others say Marc Andreessen is driven by grievances that don't quite match reality, as his White House influence grows -
Wired: Citizen Lab details AdFection, a zero-click spyware campaign where an Israeli ad company routed targets to spyware servers and infected dozens of devices -
Hugh Son / CNBC: BofA says it hired 1,000 contractors in Q2 to support 3,000 internal staff in patching proprietary and vendor software flaws exposed by AI models like Mythos -
Jenny Lee / CNBC: TSMC reports Q3 revenue up 50.9% YoY to $46.36B, net income up 68.7% to $23.7B, both above est., marking a sixth straight quarterly profit record on AI demand -
Debby Wu / Bloomberg: TSMC CEO C.C. Wei says the company is in talks over Elon Musk's Texas-based Terafab project, but stresses that any participating fab “has got to be run by TSMC” -
Qianer Liu / The Information: TSMC says it plans to build an additional 3nm fab in Tainan, Taiwan, set for production in H1 2028, alongside its 3nm capacity in Arizona and Japan's Kumamoto -
Rachel Metz / Bloomberg: Filing: Abdulrahman Alfozan, his wife, and a family member booked one-way tickets from the US to Saudi Arabia for October 12; the FBI arrested him on October 9 -
Emmy Martin / New York Times: Abdulrahman Alfozan, who worked at Meta and gained US residency in 2020, advised Saudi organizations and is listed as a venture partner at Riyadh-based RAED -
Wall Street Journal: Sources: OpenAI executives have warned staff over potential espionage like honey pots and insider threats and told them to adopt operational security measures -
Washington Post: Docs: Nvidia and Apple each committed $25M, the top amount, to Trump's White House ballroom; Microsoft and Palantir each committed $10M, and Meta and Amazon $5M -
Matt Kapko / CyberScoop: Microsoft, Health-ISAC, Japanese authorities, and others disrupt a Chinese-language phishing kit ecosystem used to send 1B+ messages to 75K+ entities in 2026 -
Sarah Perez / TechCrunch: Flock CEO Garrett Langley defends the company's cameras, arguing that reducing crime means sacrificing privacy in return and that “we shouldn't pause progress” -
Bloomberg: Amazon launches two AI wearables, the $75 Bee Frontier wristband and $100 Bee Eclipse magnetic phone-attachment recorder, with a $12/month Bee Pro subscription -
Rebecca Torrence / Bloomberg: Ramp raised $1.85B led by Dragoneer at a $60B valuation, up from $44B after raising $750M in June, and hits $2B in annualized revenue, up from $1.5B in June -
Cassandre Coyer / Bloomberg Law: Eight US states sue OpenAI separately in a bipartisan effort, alleging it didn't implement sufficient safeguards to protect kids and other vulnerable users -
Bloomberg: OpenAI agrees not to use trade secrets that Apple claims were stolen while their lawsuit plays out, and to collect forensic images of 14 employees' devices -
CNBC: Asian chipmakers extend Wall Street losses as US Fed rate hike fears and AI funding worries mount; SK Hynix falls 10%+ on the KRX, while Samsung drops ~10% -
Camila Grigera Naón / Fortune: Chainalysis: agentic commerce on Coinbase's Base grew from ~1,500 transactions in Q2 2025 to 138M+ in Q3 2026; 87%+ of the payments were for less than 10 cents -
Maria Curi / Axios: Source: the US FTC issues ~50-page civil investigative demands to OpenAI and Anthropic over safety incidents, safeguarding practices, and consumer protection -
Dan Goodin / Ars Technica: A hack of Internet-connected fridge controllers across ~700 European supermarkets exploited critical vulnerabilities in three models flagged by Claroty and CISA -
Diana Novak Jones / Reuters: A US appeals court lets Florida enforce a law banning social media accounts for under-14s, rejecting tech groups' claims that it violates free speech rights -
New York Times: Q&A with Dwarkesh Patel on his podcast, lessons from history, AGI, the mood in San Francisco, the Hugging Face hack, Chinese AI, pacing the frontier, and more -
Reuters: Mexican President Claudia Sheinbaum signs a decree banning digital platforms from exposing minors to sexual and violent content, giving them one month to comply -
Dominic Preston / The Verge: Ledger unveils Atom, an $899 data-only Android-based smartphone companion device launching in summer 2027, as it pauses some sales following hardware tampering -
Sam Kessler / Wall Street Journal: Sources and docs: while Bo Hines helped craft the crypto-friendly Genius Act, he had a 33% stake in consulting firm Nxum, which received millions from Tether -
Chris Metinko / Axios: North.cloud, which helps companies watch their cloud, AI and data spend, raised a $60M Series B led by PeakSpan Capital, taking its total funding to $67M -
Jeffrey Kampman / Tom's Hardware: Nvidia's RTX Spark Superchip in the Surface Laptop Ultra outperforms Apple's M5 Max MacBook Pro by ~25% in agentic AI completion benchmarks using Qwen models -
Phoebe Liu / The Information: Portland-based Mueon, which says its AI server racks could fit up to 10x more computing capacity, raised $65M led by Maverick Silicon, with Intel participating -
New! Andrew Liszewski / The Verge: E Ink unveils Kaleido 4, its next-gen color e-paper tech, replacing the Kaleido 3 displays currently used by brands including Amazon, Kobo, and PocketBook -
20 minutes ago Chris Welch / Bloomberg: Sony launches three new Android-powered Walkman music players, including the gold-plated NW-WM1ZM3 for $5,900, as it targets the audiophile market