| 3:30 PM • | Juli Clover / MacRumors: Apple releases iOS 27.2, with Siri AI enhancements for recalling past conversations, understanding more personal context, supporting five new languages, more |
| 3:25 PM • | Matt Levine / Bloomberg: Anthropic's S-1 shows a governance structure that suits a “fun quirky little mission-driven worker cooperative” seeking to raise billions as a public company |
| 2:20 PM • | OpenAI: OpenAI releases GPT-6.1 Terra, touting “fast and capable computer use at scale” and clearer, more natural writing, priced at $1/1M input and $5/1M output tokens |
| 1:45 PM • | Tim Culpan / Culpium: Anthropic S-1: it spent just $482M on capex in H1 2026, leasing most of its compute, and its capex is almost entirely outsourced via $782B in lease obligations |
| 1:35 PM • | Cohere: Cohere says during an evaluation Qwen3.8-Flash-Next inventoried its host machine and tried to upload a probe file to an Alibaba Cloud storage bucket in Beijing |
| 1:30 PM • | Chance Miller / 9to5Mac: Apple says it is “aware of an issue impacting the inner display on a small number” of iPhone Duos and affected users can contact AppleCare for a replacement |
| 1:00 PM • | Rebecca Bellan / TechCrunch: S-1: as of September 30, Anthropic had 11,900+ customers spending $100,000+ annually, 1,900+ customers spending $1M+, and ~250 customers spending $10M+ |
| 12:45 PM • | Bill Toulas / BleepingComputer: Microsoft and others push out emergency patches for a critical flaw in Brotli, the C decoder library built into Node.js, that could allow remote code execution |
| 12:25 PM • | Kate Clark / Wall Street Journal: Few VC firms are mentioned in Anthropic's S-1, except Spark, which invested ~$800M across six rounds and whose GP Yasmin Razavi is the sole VC on its board |
| 11:55 AM • | Camila Grigera Naón / Fortune: Nevis, which uses AI to automate paperwork for financial advisors, raised a $70M Series B led by EQT Ventures, a source says at a $500M valuation |
| 11:50 AM • | Bloomberg: Microsoft offers buyouts to ~60K workers at VP level and below across teams in the US, Canada, India, and the UK; its headcount at the end of June was 223K |
| 11:35 AM • | Edward Ludlow / Bloomberg: Bedrock Robotics, which makes driverless excavators and other autonomous construction machines, raised a $600M Series C at a $4.1B valuation |
| 11:30 AM • | Caitlin Huston / The Hollywood Reporter: Instagram is testing Features, a new long-form horizontal video format of up to 90 minutes aimed at podcasters, comedians, and other creators, in the US |
| 10:45 AM • | Maria Curi / Axios: S-1: Anthropic warns prospective investors that its AI safety and advocacy stances risk disproportionate and selective targeting from the Trump administration |
| 10:06 AM • | Wall Street Journal: Sources: Anthropic is aiming to go public the week of November 16 and could raise ~$100B at a $1.5T to $2T valuation, after initially preparing for October |
| 10:03 AM • | 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 |
| 9:55 AM • | Deborah Mary Sophia / Reuters: Anthropic S-1: post-IPO governance will retain Public Benefit Corporation status, giving its seven co-founders 50.1% voting control via a single Class F share |
| 9:45 AM • | Carmen Arroyo / Bloomberg: SpaceX agrees to a ~$40B equipment finance lease with Apollo to fund purchases of Nvidia GPUs for its AI initiatives, set to close before the end of 2026 |
| 9:40 AM • | Robert Hart / The Verge: S-1: Anthropic outlines its mission to revolutionize sectors like medicine and warns its corporate behavior may diverge from traditional profit-maximization |
| 9:30 AM • | Financial Times: Anthropic S-1: of its $81B net loss in H1 2026, $72B+ was related to rising convertible note value as its valuation increased and nearly $9B to compute |
| 9:30 AM • | 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% |
| 9:18 AM • | 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 |
| 9:11 AM • | 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 |
| 9:06 AM • | Apple: Apple unveils a redesigned iPad mini with an 8.5-inch OLED display, an A20 Pro, a nano-texture display option, and IP67 water resistance, for $699+ from Nov. 6 |
| 8:15 AM • | Jessica Meszaros / NPR: Google DeepMind's AI hurricane forecasting model outperformed conventional models by accurately predicting that Hurricane Isaias would make landfall in Florida |
| 7:55 AM • | Joanna Glasner / Crunchbase News: California startups have raised a record $385B across seed to growth rounds so far in 2026, or 75%+ of all US startup funding; early and seed stage raised ~$62B |
| 7:35 AM • | Washington Post: AI cybersecurity startup Cathedral says it breached Anthropic's data and messaging systems, under a program inviting outside experts to test Anthropic's systems |
| 7:25 AM • | 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 |
| 7:20 AM • | 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 |
| 7:10 AM • | Samantha Kelly / Bloomberg: Ray-Ban Meta Audio glasses review: no camera is a bonus for some, good audio quality, and Meta AI works well, but lingering privacy concerns and fairly pricey |
| 6:55 AM • | Venkatesh Rao / Contraptions: Modern AI panic reflects “cognitive mercantilism”, a zero-sum worldview where intelligence is a scarce, dangerous supply-side resource that elites must manage |
| 6:35 AM • | Bloomberg: Volkswagen's China unit and Xpeng secure approvals to trial autonomous driving systems on public roads in China; VW is testing Level 3 and Xpeng Level 4 |
| 6:15 AM • | 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 |
| 6:00 AM • | 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 |
| 5:45 AM • | Bloomberg: Filing: Chinese PCB maker Dongshan raised ~$1.3B in Hong Kong's biggest IPO in nearly two months, pricing shares at ~$11, or 35% below its Friday Shenzhen close |
| 4:55 AM • | Derrick Bryson Taylor / New York Times: Elvis Presley's music owners sue Anthropic for allegedly using 274 songs to train its models, seeking $41M+; Anthropic says it disagrees and will defend itself |
| 4:35 AM • | Bloomberg: Alphabet, Amazon, and Microsoft are expected to report double-digit gains in revenue this week, as investors grow impatient with AI capex and seek returns |
| 4:15 AM • | 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 |
| 3:55 AM • | Alexandra Alter / New York Times: A profile of former Google VP and Yahoo CEO Marissa Mayer, whose startup Dazzle is building an AI assistant to help normal people tackle mundane tasks visually |
| 1:50 AM • | Ananta Agarwal / Nikkei Asia: India's chip design startups near production with government support, but low volumes, high fab costs, and supply chain bottlenecks hinder commercialization |
| 1:05 AM • | M.G. Siegler / Spyglass: Amazon Bee Frontier review: a simple $75 AI wearable that excels at always-on listening, summarizing conversations, and suggesting follow-up actions |
| 12:40 AM • | Financial Times: A look at Toyota's robotics expansion, including its Walden spinoff and a $6.4B annual plan to deploy 400K factory robots, as it competes with Tesla and China |
| 10:50 PM • | Wall Street Journal: OpenAI suspected the three fired researchers of leaking internal model designs to AI safety researcher Ryan Greenblatt, including via disappearing Signal chats |
| 9:50 PM • | Sarah Perez / TechCrunch: Spotify confirms it is rolling out a new Family Plan verification method requiring members to scan QR codes on plan managers' phones within seven days of notice |
| 9:10 PM • | Associated Press: The US Treasury proposes a rule to crack down on US high-tech investments in areas like AI and supercomputing in China, Russia, and other “countries of concern” |
| 8:30 PM • | Charlie Warzel / The Atlantic: An interview with Ondrej Sury, a volunteer who maintains and helps automate PHP patches, about his role in fixing two critical PHP security vulnerabilities |
| 8:15 PM • | Eva Brendel / Bloomberg: German energy company PreussenElektra says it is working with Nvidia to assess whether the country's idle nuclear plants could be turned into data centers |
| 7:05 PM • | Camila Grigera Naón / Fortune: a16z rebrands “a16z Crypto” as “a16z Frontier” and expands the $2.2B fund's scope to back startups developing AI, robotics, and other emerging technologies |
| 6:35 PM • | Financial Times: Sources: OpenAI has cut its valuation target to $1.25T, down from the $1.4T valuation it pitched earlier in October, after facing resistance from some investors |
| 6:25 PM • | Kelcee Griffis / Bloomberg: Sources: SpaceX is in talks with at least one major cellular infrastructure firm to secure a minimum of 80K US cell sites, as it eyes a wireless carrier launch |
| 4:40 PM • | Anthropic: Anthropic donates the Agent Skills open standard to the Agentic AI Foundation and says 70+ platforms have integrated it, after donating MCP to the AAIF in 2025 |
| 4:23 PM • | Kate Rooney / CNBC: Sources: OpenAI nears an up to $30B round led by investors from the UAE and Coatue at a $1.25T pre-money valuation, as an “opportunistic” bridge ahead of an IPO |
| 3:55 PM • | Ivan Mehta / TechCrunch: Canva launches Craft, its first image generation model, trained on human-designed templates, available to all users, and plans to support third-party chatbots |
| 3:05 PM • | Camila Grigera Naón / Fortune: Microsoft and Alphabet join 14 other public companies objecting to a plan by OKXICE, an OKX and ICE venture, to trade blockchain-based versions of their shares |
| 2:40 PM • | Alfred Ng / Politico: Amazon issues refunds from a 2025 settlement, crediting “President Trump's Federal Trade Commission,” the first time an FTC refund has been tied to a president |
| 2:35 PM • | Robert Hart / The Verge: Microsoft says its GPT-5-powered Diagnostic Orchestrator uses agents that mimic panels of experts to diagnose conditions up to 4x more accurately than doctors |
| 2:30 PM • | The Information: Sources: Datadog offered to acquire Israeli cloud cybersecurity startup Upwind Security for nearly $4B; Upwind is finalizing a $300M round at a ~$3.8B valuation |
| 2:25 PM • | Maria Diaz / ZDNET: Amazon rebrands its Kindle Unlimited subscription as Kindle+ and expands access to audiobooks, including titles narrated by AI |
| 2:20 PM • | The Information: Sources: SoftBank's SB Energy is considering going public as soon as December or waiting until 2027, as it closely watches Anthropic's IPO, expected in November |
| 2:15 PM • | Wall Street Journal: US officials say Trump asked Elon Musk to lift Starshield restrictions; Ukraine officials said it was not fully fixed Thursday but was working at higher speeds |
| 1:50 PM • | Natalie Breymeyer / Axios: Chicago-based Formic, which provides robots-as-a-service automation to manufacturers, raised $50M, including a $40M Series B and $10M in asset-backed financing |
| 1:25 PM • | Jay Peters / The Verge: The Browser Company says it will shut down its Arc browser on December 22, launched in 2023, shifting attention to its AI-focused Dia browser, launched in 2025 |
| 1:02 PM • | Todd Bishop / GeekWire: Microsoft says it is closing The Garage, which for 17 years gave employees worldwide space and tools for side projects and ran the company's Global Hackathon |
| 12:40 PM • | Lauren Feiner / The Verge: Filings: Nvidia, Anthropic, and OpenAI had their highest-spending lobbying quarter between July and September, spending $2.2M, $2.1M, and $1.5M, respectively |
| 12:35 PM • | Rocket Drew / The Information: Atlanta-based Tractian, which uses AI and sensors to predict machine failures and recommend maintenance plans, raised a $130M Series D at a $1.4B valuation |
| 12:25 PM • | Anzar Mehraj / Reuters: METR says a pilot test of OpenAI's monitoring system found vulnerabilities, including an exploit that could have let AI agents hide hundreds of recent actions |
| 12:20 PM • | Rohan Goswami / Semafor: Sources: Elon Musk has invested ~$1B in Ellisons' Skydance; in 2022, David Ellison's father, Larry Ellison, invested $1B in Musk's deal to take Twitter private |
| 12:00 PM • | Rebecca Torrence / Bloomberg: Warp Sciences, founded by former OpenAI CPO Kevin Weil to speed up drug development using AI, emerges from stealth with $215M at an $865M post-money valuation |
| 11:45 AM • | Madison Mills / Axios: Sources: US banks are restricting third-party AI agents from accessing customer accounts, after some agents appeared to act independently of users' instructions |
| 11:30 AM • | Abhirami G / Reuters: eMudhra says it will exit the SSL/TLS certificate business, 1% of its revenue, after its TLS certificates with private keys of just 3 to 8 bits were compromised |
| 11:15 AM • | Matthew Prince / @eastdakota: Cloudflare's Matthew Prince says PHP2Shell exploit attempts on its network rose from thousands in the 10 hours before the disclosure to millions afterward |
| 10:45 AM • | John Koetsier / Forbes: Maxinsights, which creates training data for robots using first-person footage from cameras worn by 5,000+ contractors, raised a $30M seed led by Peak XV |
| 10:40 AM • | Will Maddox / Axios: Nirva, which plans to launch a wearable AI personal companion that offers relationship advice and more, raised $25M, bringing its total funding to $33M |
| 10:01 AM • | Victoria Craw / Washington Post: President Trump says he called Sundar Pichai to ask to rename the Atlantic Ocean in Google Maps, but that he would “probably pass” following Pichai's pushback |
| 9:45 AM • | Mary Ann Azevedo / Crunchbase News: Minneapolis-based Slingshot, which uses AI to help businesses offer embedded insurance, emerges from stealth with a $27M seed co-led by Rally and Skyward Group |
| 9:35 AM • | Emma Roth / The Verge: Apple is rolling out a new “Made for iPhone Duo” badge in the App Store, and touts Netflix, Prime Video, Zoom, Word, and Outlook as Duo-optimized apps at launch |
| 9:15 AM • | Politico: Sources: the Pentagon quietly established the Technology Support Office (TSO), a sabotage agency for executing cyberattacks, supply chain disruptions, and more |
| 9:05 AM • | Elias Schisgall / Wall Street Journal: 1Password passes $500M in ARR, up from $400M in November 2025, driven by enterprise AI coding assistants and agents, and launches 1Password for Agents |
| 8:55 AM • | New York Times: Ukraine says the abrupt throttling of US-funded Starshield grounded dozens of drones mid-flight, costing one unit $1M+, and halted some strikes for three days |
| 8:50 AM • | John Reynolds / Tech.eu: Enact, which develops full-stack tech for general-purpose robots, emerges from stealth with a $30M pre-seed from Mistral CEO Arthur Mensch, Yann LeCun, and more |
| 8:40 AM • | Lucinda Shen / Axios: Sources: Visa is in late stage talks to acquire stablecoin custody and infrastructure provider Fireblocks for ~$2.5B, its first stablecoin sector acquisition |
| 8:35 AM • | Qianer Liu / The Information: Israeli security company Lava finds 32 Nvidia Blackwell Ultra B300 chips connected to systems linked to state-owned operator China Telecom, despite US controls |
| 8:20 AM • | Monica Hunter-Hart / Forbes: Xona, which plans to deploy a 258-satellite low-Earth orbit constellation as a commercial alternative to GPS, raised a $250M Series D at a $2.45B valuation |
| 8:10 AM • | Sarah Frier / Bloomberg: Filing: Meta reports ~$825B in lease and contract commitments, up from nearly $700B in July; off-balance-sheet leases total $355.7B through 2036; META drops 7% |
| 7:35 AM • | Leo Schwartz / The Information: Andreessen Horowitz to Drop ‘Crypto’ From Name of Flagship Blockchain Fund |
| 7:20 AM • | Isabella Ward / Wired: Meta reports 18% YoY ad revenue growth in Europe for Q3, down from ~40% in Q1 and 24% in Q2, lagging the US and Canada, after rolling out Less Personalized Ads |
| 7:10 AM • | Bloomberg: Jensen Huang says he urged UK-based neocloud Nscale to “work around the clock” to resolve data center delays amid investor pushback over its $30B IPO valuation |
| 7:01 AM • | Emmy Martin / New York Times: How the AI boom is boosting paint maker PPG's sales: its specialized gray coatings resist fire, rust, and more, and total $3M to $8M per data center, per JLL |
| 6:45 AM • | Emily Mullin / Wired: Hugging Face releases Carbon-X, an open-weight, 14B-parameter decoder-only model trained on 300B tokens that lets users query DNA sequences via natural language |
| 6:30 AM • | Ashley Carman / Bloomberg: Spotify reports Q3 revenue up 16% YoY to €4.97B, below €4.98B est., subscribers up 9% to 306M, MAUs up 11% to 788M, meeting est.; SPOT closes up 11.1% |
| 6:10 AM • | Andrew Gray / Reuters: Palantir says that neither it nor the US government has a “kill switch” for its Maven military AI system that NATO uses, after Ukraine's Starshield disruptions |
| 5:55 AM • | SemiAnalysis: A look at Huawei and DeepSeek's mutual reliance, where Huawei provides compute hardware while DeepSeek contributes AI model workloads and kernel optimizations |
| 5:45 AM • | William Shaw / Bloomberg: Barclays plans to cut 5,000 jobs, or ~5% of its workforce, by the end of 2026 as part of AI-driven cost cutting, with ~60% affecting support and developer roles |
| 4:00 AM • | John Gruber / Daring Fireball: iPhone Duo review: the outer device is by far the worst iPhone Apple has ever made, while the inner device is a splendid tablet with a UI that bests the iPad's |
| 2:50 AM • | Bloomberg: Pressure to back promising AI startups is upending the VC investment process, with investors willing to buy into the same round at rapidly escalating valuations |
| 2:45 AM • | Milana Vinn / Reuters: Source: Elon Musk's public endorsement of a SpaceX-Tesla merger has rattled some insiders, who worry his comments could invite shareholder scrutiny and delays |
| 2:40 AM • | Financial Times: Sources: Axel Springer CEO Mathias Döpfner proposed joining a bid for TikTok's European business over lunch with Charles Kushner, the US ambassador to France |
| 2:25 AM • | AJ Vicens / Reuters: Microsoft says China-linked hackers used AI penetration testing tool ARTEX to compromise ConnectWise as part of a campaign targeting hundreds of organizations |
| 2:20 AM • | Nikkei Asia: A Micron labor union staged Taiwan's first-ever strike in the semiconductor industry on Thursday, demanding a regular profit-sharing scheme for its employees |
| 2:15 AM • | New York Times: US SEC filings show how Meta restructured its stock to shield Mark Zuckerberg from California's proposed wealth tax, after he said he'd sell his Palo Alto home |
| 1:00 AM • | Rhea Rose Abraham / Reuters: Epic says “Fortnite is coming back to the App Store in Australia” on Thursday after a federal court ruled in an antitrust case that Apple must open up iOS |
| 12:55 AM • | Marcus Mendes / 9to5Mac: An Australian federal judge rules Apple must let Australian iPhone users install apps from third-party app stores starting March 1, 2027; Apple plans to appeal |
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