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<td class="page_date" style="vertical-align:middle;text-align:right;color:#004860;font-weight:700;padding-right:10px">Wed, Oct 29</td>
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<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=61e34dc4c1&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Reimagine your photos with a prompt</a></span>
<span class="excerpt" style="color: black;font-size: 16px;"> — Our new native image generation and editing is state-of-the-art, and ranked #1 in the world. Try it for free in the Gemini app.</span>
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<span style="color:#455;font-weight:bold;">Tomorrow's events: </span>
<span class="event"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=7406e82b37&e=06cea4a9e4" style="text-decoration: none;color: #004860;">HYBRID: Adobe MAX (day 5)</a>; </span>
<span class="event"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=f79a807b3e&e=06cea4a9e4" style="text-decoration: none;color: #004860;">HYBRID: ISC2 Security Congress (day 3)</a>; </span>
<span class="event"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=bb21a76e49&e=06cea4a9e4" style="text-decoration: none;color: #004860;">Earnings: AAPL, AMZN, COIN, Samsung Electronics, TWLO, RDDT, NET, RBLX, ROKU</a></span>
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top news
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<span class="title" style="font-size: 24px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=eb94d82078&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Meta reports Q3 revenue up 26% YoY to $51.2B vs. $49.4B est., net income down 83% to $2.7B, family DAP up 8% to 3.54B for September; META drops 8%+ after hours</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">Meta</span>)</span>
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<span class="excerpt">Meta Platforms, Inc. (Nasdaq: META) today reported financial results for the quarter ended September 30, 2025.</span>
<span class="cite">(Meta)</span>
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<div class="tweet" style="padding: 1px 0;">
<img class="tweet_image" width="12" src="https://techmeme.com/img/twitter_x.png" style="width: 12px;">
<a class="tweet_cite" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=095c794369&e=06cea4a9e4" style="text-decoration: none;color: black;">@stockmarketnerd:</a>
<a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=7cb51f4745&e=06cea4a9e4" style="text-decoration: none;color: black;">$META Family of Apps generating north of $50B in quarterly revenue & growing at a 26% Y/Y clip. Nearly 50% segment EBIT margin. So impressive. Feel free to freak out about after-hours earnings volatility. Preferably in all capital letters.</a>
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<div class="tweet" style="padding: 1px 0;">
<img class="tweet_image" width="12" src="https://techmeme.com/img/twitter_x.png" style="width: 12px;">
<a class="tweet_cite" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=eac63a0cf7&e=06cea4a9e4" style="text-decoration: none;color: black;">@munster_gene:</a>
<a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=82b9a965f7&e=06cea4a9e4" style="text-decoration: none;color: black;">$META call just wrapped up. I think I figured out why $META stock is down 9%. Expenses are growing faster than revenue, driven by third party cloud. The last two years it's been the flip story. March revenue up 16% vs. expenses up 9%, June revenue up 22% vs. expenses up 12%. September revenue up 26% vs. expense up 32%. Next year it's going to be more like 18% revenue growth and 35% expense growth.</a>
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<img class="tweet_image" width="12" src="https://techmeme.com/img/twitter_x.png" style="width: 12px;">
<a class="tweet_cite" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=813791fb12&e=06cea4a9e4" style="text-decoration: none;color: black;">@divestech:</a>
<a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=09521a4599&e=06cea4a9e4" style="text-decoration: none;color: black;">We want Meta to increase Capex and they did. Any sell off is short sighted. Zuck is wartime CEO and leading Meta into next stage of AI Revolution. Increase in Capex gonna happen across tech and bullish for Nvidia, AMD, and cloud players. This the fuel for AI Revolution 🔥🏆🐂</a>
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<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=af8ae6ef6a&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Meta reports Reality Labs Q3 revenue of $470M vs. $316M est., and a $4.4B operating loss vs. $5.1B est.; Reality Labs has lost $70B+ since 2020</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Jonathan Vanian / </span><span class="pub_name">CNBC</span>)</span>
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<li class="sub_item" style="margin:10px 0 0;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=c2cb77ca0e&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Meta recorded a one-time income tax charge of $15.93B related to Trump's Big Beautiful Bill and expects 2025 capex of $70B-$72B, up from a $66B-$72B forecast</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Jaspreet Singh / </span><span class="pub_name">Reuters</span>)</span>
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<li class="sub_item" style="margin:10px 0 0;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=d1b5f85a67&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Mark Zuckerberg says Threads has 150M DAUs, up from 100M+ in December 2024, and Meta has rolled out ads globally in the Threads feed with plans to add video ads</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Karissa Bell / </span><span class="pub_name">Engadget</span>)</span>
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<span class="title" style="font-size: 24px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=a65b488f23&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Alphabet reports Q3 revenue up 16% YoY to $102.35B, vs. $99.89B est., Cloud revenue up 34% to $15.16B, net income up 33% to $34.98B; GOOG jumps 5%+ after hours</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">Alphabet</span>)</span>
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<span class="excerpt">Alphabet Announces Third Quarter 2025 Results</span>
<span class="cite">(Alphabet)</span>
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<img class="tweet_image" width="12" src="https://techmeme.com/img/twitter_x.png" style="width: 12px;">
<a class="tweet_cite" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=23af5b0e55&e=06cea4a9e4" style="text-decoration: none;color: black;">@sundarpichai:</a>
<a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=62ff8d8fb0&e=06cea4a9e4" style="text-decoration: none;color: black;">Just posted Q3 earnings. We delivered our first-ever $100B quarter driven by double-digit growth across every major part of our business. (Five years ago, our quarterly revenue was at $50B🚀) Our full-stack approach to AI is driving real momentum and we're shipping at speed. [image]</a>
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<img class="tweet_image" width="12" src="https://techmeme.com/img/twitter_x.png" style="width: 12px;">
<a class="tweet_cite" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=c8832d55af&e=06cea4a9e4" style="text-decoration: none;color: black;">@munster_gene:</a>
<a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=5a29120df3&e=06cea4a9e4" style="text-decoration: none;color: black;">$GOOG Search up 14.5%. Whisper was up 13%. Google is navigating the generative AI transition like a champ.</a>
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<img class="tweet_image" width="12" src="https://techmeme.com/img/twitter_x.png" style="width: 12px;">
<a class="tweet_cite" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=b03c2a564b&e=06cea4a9e4" style="text-decoration: none;color: black;">@yuchenj_uw:</a>
<a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=b3f8b194bd&e=06cea4a9e4" style="text-decoration: none;color: black;">Surprised to see the Gemini app hit 650M monthly active users, thanks to Nano Banana I guess. ChatGPT has 800M weekly users (so likely ~1B monthly). Google's catching up fast on the consumer app side. Gemini's already generating 7B tokens/min vs. OpenAI's 6B tokens/min? [image]</a>
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<table class="clustered_items" style="border-collapse: collapse;">
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<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=6b876e9602&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Alphabet reports YouTube's Q3 ad revenue rose 15% YoY to $10.26B, vs. $10.01B est., and Google's advertising revenue reached $74.18B, up from $65.85B a year ago</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Todd Spangler / </span><span class="pub_name">Variety</span>)</span>
</li>
<li class="sub_item" style="margin:10px 0 0;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=9e2beaa45f&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Alphabet reports Google Cloud Q3 revenue of $15.15B vs. $14.74B est., and raises 2025 capex forecast to $91B-$93B, after projecting $85B in July</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Jennifer Elias / </span><span class="pub_name">CNBC</span>)</span>
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<span class="title" style="font-size: 24px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=f350564b2c&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Microsoft reports Q1 revenue up 18% YoY to $77.7B, vs. $75.3B est., net income up 12% to $27.7B, and More Personal Computing revenue up 4% to $13.8B</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">Microsoft</span>)</span>
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<div class="tweet" style="padding: 1px 0;">
<img class="tweet_image" width="12" src="https://techmeme.com/img/twitter_x.png" style="width: 12px;">
<a class="tweet_cite" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=75c3c4460a&e=06cea4a9e4" style="text-decoration: none;color: black;">@beth_kindig:</a>
<a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=cc8c30b12c&e=06cea4a9e4" style="text-decoration: none;color: black;">Microsoft's $MSFT capex rose 74% YoY and 44% QoQ to $34.9 billion, compared to its forecast for over $30 billion, with “roughly half” going to short-lived assets such as GPUs and CPUs to support Azure demand.</a>
</div>
<div class="tweet" style="padding: 1px 0;">
<img class="tweet_image" width="12" src="https://techmeme.com/img/twitter_x.png" style="width: 12px;">
<a class="tweet_cite" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=6b19b1686a&e=06cea4a9e4" style="text-decoration: none;color: black;">@jimcramer:</a>
<a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=b5d494f75f&e=06cea4a9e4" style="text-decoration: none;color: black;">Painful to watch people sell Microsoft down 25 based on nothing. If you want to sell, go now. I want to hear what Amy Hood says. Spoiler alert for the sellers: she's the cfo</a>
</div>
<div class="tweet" style="padding: 1px 0;">
<img class="tweet_image" width="12" src="https://techmeme.com/img/twitter_x.png" style="width: 12px;">
<a class="tweet_cite" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=43e76da8d4&e=06cea4a9e4" style="text-decoration: none;color: black;">@danielnewmanuv:</a>
<a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=9857d23617&e=06cea4a9e4" style="text-decoration: none;color: black;">$MSFT beat on basically every metric. 40% Azure number is impressive and it's another validator of AI momentum. More Capex and continued buildout in infrastructure to support customer demand that exceeds capacity. A lot to feel optimistic about even if there is some sell the news.</a>
</div>
</td></tr>
</table>
<table class="clustered_items" style="border-collapse: collapse;">
<tr><td style="padding:0px 10px 0 32px;">
<ul style="padding:0px 10px 0px 0px;">
<li class="sub_item" style="margin:10px 0 0;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=899bd8e590&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Microsoft's OpenAI investment resulted in a $3.1B hit to Q1 net income; Productivity and Business Processes revenue, with Office and LinkedIn, grew 17% to $33B</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Ashley Capoot / </span><span class="pub_name">CNBC</span>)</span>
</li>
<li class="sub_item" style="margin:10px 0 0;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=50a09aa4c2&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Microsoft reports Q1 Azure and other cloud services revenue up 40% YoY, vs. 38.4% est., and capital expenditures at $34.9B, vs. $30.34B est.</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">Reuters</span>)</span>
</li>
<li class="sub_item" style="margin:10px 0 0;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=37e53f75ba&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Microsoft reports Q1 gaming revenue down 2% YoY to $5.51B, Xbox hardware revenue down 29%, and Xbox content and services revenue up 1%</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Jennifer Maas / </span><span class="pub_name">Variety</span>)</span>
</li>
</ul>
</td></tr>
</table>
</div>
<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story">
<table class="leading_item" style="border-collapse: collapse;">
<tr>
<td style="padding:5px 10px 0;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=267799d7dd&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Sources: OpenAI is preparing for an IPO that could value it at ~$1T and has looked at raising $60B+, filing as soon as H2 2026 and listing in 2027</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">Reuters</span>)</span>
</td>
</tr>
</table>
<table class="clustered_items" style="border-collapse: collapse;">
<tr><td style="padding:0px 10px 0 32px;">
<ul style="padding:0px 10px 0px 0px;">
<li class="sub_item" style="margin:10px 0 0;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=8fbd609626&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Sources: OpenAI's restructuring, approved by California's AG, paves the way for an IPO as soon as 2027; Sam Altman says an IPO is likely but gave no timeframe</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">Wall Street Journal</span>)</span>
</li>
<li class="sub_item" style="margin:10px 0 0;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=fc77d715d0&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Memo: California's AG says OpenAI's restructuring has “no impact” on other cases, likely referring to Elon Musk's lawsuit against OpenAI over its restructuring</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Rocket Drew / </span><span class="pub_name">The Information</span>)</span>
</li>
</ul>
</td></tr>
</table>
</div>
<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story">
<table class="leading_item" style="border-collapse: collapse;">
<tr>
<td style="padding:5px 10px 0;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=d7bf8b2a35&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Microsoft says Microsoft 365 and Azure services using Azure Front Door are experiencing issues since around 12pm ET on Wednesday, and recovery is progressing</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Jonathan Vanian / </span><span class="pub_name">CNBC</span>)</span>
</td>
</tr>
</table>
</div>
<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story">
<table class="leading_item" style="border-collapse: collapse;">
<tr>
<td style="padding:5px 10px 0;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=beb092ce62&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Nvidia becomes the world's first $5T company after closing up 3% on Wednesday, having hit a $4T market cap in July; NVDA is up about 90% in the past six months</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">Financial Times</span>)</span>
</td>
</tr>
</table>
</div>
<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story">
<table class="leading_item" style="border-collapse: collapse;">
<tr>
<td style="padding:5px 10px 0;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=fc7feb1249&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Cursor launches Cursor 2.0, with its first coding model, Composer, that it says is 4x faster than similar models, and a multi-agent interface</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">Cursor</span>)</span>
</td>
</tr>
</table>
</div>
<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story">
<table class="leading_item" style="border-collapse: collapse;">
<tr>
<td style="padding:5px 10px 0;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=87bd9a2a4c&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Uber plans to launch its first robotaxi in the San Francisco Bay Area in late 2026, built on Lucid's Gravity SUV, after testing 100 cars in the coming months</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Dee-Ann Durbin / </span><span class="pub_name">Associated Press</span>)</span>
</td>
</tr>
</table>
</div>
<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story">
<table class="leading_item" style="border-collapse: collapse;">
<tr>
<td style="padding:5px 10px 0;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=0429e5f3c7&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">eBay reports Q3 revenue up 9% YoY to $2.82B, vs. $2.73B est., GMV up 10% to $20.1B, and forecasts Q4 profit below estimates; EBAY drops 6%+ after hours</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Spencer Soper / </span><span class="pub_name">Bloomberg</span>)</span>
</td>
</tr>
</table>
</div>
</div>
<div class="section" style="margin-top: 12px;">
<div class="section_header uppercase" style="border-bottom: 3px solid #004860;letter-spacing: 1px;color: #004860;font-weight: bold;padding: 4px 10px;text-transform: uppercase;">
Nvidia GTC
</div>
<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="first_in_section story">
<table class="leading_item" style="border-collapse: collapse;">
<tr>
<td style="padding:5px 10px 0;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=927c954417&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Foxconn says it plans to deploy Nvidia's Isaac GR00T N model of humanoid robots at its factory in Houston, Texas, which produces AI servers for Nvidia</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Wen-Yee Lee / </span><span class="pub_name">Reuters</span>)</span>
</td>
</tr>
</table>
</div>
<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story">
<table class="leading_item" style="border-collapse: collapse;">
<tr>
<td style="padding:5px 10px 0;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=7bf95b6c6c&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">After Nvidia GTC, Jensen Huang says “I don't believe we're in an AI bubble” and that Nvidia expects to sell 20M Blackwell chips, up from 4M Hopper chips</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">Bloomberg</span>)</span>
</td>
</tr>
</table>
</div>
<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story">
<table class="leading_item" style="border-collapse: collapse;">
<tr>
<td style="padding:5px 10px 0;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=8902e12eb5&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Jensen Huang says the US needs “finesse” to maintain its AI lead over China and Nvidia is an “awkward place” as President Trump meets Xi Jinping later this week</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Maggie Eastland / </span><span class="pub_name">Bloomberg</span>)</span>
</td>
</tr>
</table>
</div>
<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story">
<table class="leading_item" style="border-collapse: collapse;">
<tr>
<td style="padding:5px 10px 0;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=850c9abfca&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">EV maker Lucid partners with Nvidia to develop a fully autonomous vehicle platform, starting with building more ADAS tech for Lucid's existing Gravity SUV</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Kara Carlson / </span><span class="pub_name">Bloomberg</span>)</span>
</td>
</tr>
</table>
</div>
<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story">
<table class="leading_item" style="border-collapse: collapse;">
<tr>
<td style="padding:5px 10px 0;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=068124ff9a&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Eli Lilly partners with Nvidia to build what the companies say will be the most powerful supercomputer run by a pharma company, powered by 1,000+ Blackwell GPUs</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">Wall Street Journal</span>)</span>
</td>
</tr>
</table>
</div>
<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story">
<table class="leading_item" style="border-collapse: collapse;">
<tr>
<td style="padding:5px 10px 0;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=634b4bed1a&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Palantir announces a partnership to use Nvidia's chips and software to help its customers speed up decision making in complex fields such as logistics</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Stephen Nellis / </span><span class="pub_name">Reuters</span>)</span>
</td>
</tr>
</table>
</div>
<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story">
<table class="leading_item" style="border-collapse: collapse;">
<tr>
<td style="padding:5px 10px 0;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=9ca544085d&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">CrowdStrike and Nvidia announce a partnership expansion to deepen the use of each other's technologies for creating and deploying AI agents for cybersecurity</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Kyle Alspach / </span><span class="pub_name">CRN</span>)</span>
</td>
</tr>
</table>
</div>
</div>
<div class="section" style="margin-top: 12px;">
<div class="section_header uppercase" style="border-bottom: 3px solid #004860;letter-spacing: 1px;color: #004860;font-weight: bold;padding: 4px 10px;text-transform: uppercase;">
Artificial Intelligence
</div>
<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="first_in_section story">
<table class="leading_item" style="border-collapse: collapse;">
<tr>
<td style="padding:5px 10px 0;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=802b2bafe6&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Amazon opens Project Rainier, an $11B AI data center on 1,200 acres in Indiana that trains and runs Anthropic's AI models using 500K+ Amazon Trainium 2 chips</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">MacKenzie Sigalos / </span><span class="pub_name">CNBC</span>)</span>
</td>
</tr>
</table>
</div>
<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story">
<table class="leading_item" style="border-collapse: collapse;">
<tr>
<td style="padding:5px 10px 0;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=2c2f36ba65&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Google starts rolling out the Gemini for Home voice assistant in early access in the US, on Nest devices set to English</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Abner Li / </span><span class="pub_name">9to5Google</span>)</span>
</td>
</tr>
</table>
</div>
<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story">
<table class="leading_item" style="border-collapse: collapse;">
<tr>
<td style="padding:5px 10px 0;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=6558e2bed2&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Character.ai plans to limit under-18s to two hours of conversations per day, gradually reducing the time limit before banning them completely from November 25</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Cristina Criddle / </span><span class="pub_name">Financial Times</span>)</span>
</td>
</tr>
</table>
</div>
<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story">
<table class="leading_item" style="border-collapse: collapse;">
<tr>
<td style="padding:5px 10px 0;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=c2673e2c3f&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">A survey of 16K+ creators in eight countries: 86% use creative GenAI tools, 60% use multiple, 48% use them for ideation, and 52% for creating video and more</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">Adobe Newsroom</span>)</span>
</td>
</tr>
</table>
</div>
<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story">
<table class="leading_item" style="border-collapse: collapse;">
<tr>
<td style="padding:5px 10px 0;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=b082682352&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">IBM releases four open-source Granite 4.0 Nano AI models ranging from 350M to 1.5B parameters, designed to run on consumer hardware and even in web browsers</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Carl Franzen / </span><span class="pub_name">VentureBeat</span>)</span>
</td>
</tr>
</table>
</div>
<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story">
<table class="leading_item" style="border-collapse: collapse;">
<tr>
<td style="padding:5px 10px 0;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=917097ed6d&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">OpenAI releases gpt-oss-safeguard, its open-weight reasoning models for safety classification tasks, available in 120B and 20B parameters, under Apache 2.0</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">OpenAI</span>)</span>
</td>
</tr>
</table>
</div>
<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story">
<table class="leading_item" style="border-collapse: collapse;">
<tr>
<td style="padding:5px 10px 0;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=1a4c96ceab&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">PitchBook: Nvidia invested in 59 AI startups in 2025 so far, including 10 in the past two months, surpassing 55 investments in 2024 and 12 investments in 2022</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Emily Forgash / </span><span class="pub_name">Bloomberg</span>)</span>
</td>
</tr>
</table>
</div>
</div>
<div class="section" style="margin-top: 12px;">
<div class="section_header uppercase" style="border-bottom: 3px solid #004860;letter-spacing: 1px;color: #004860;font-weight: bold;padding: 4px 10px;text-transform: uppercase;">
personnel changes
</div>
<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="first_in_section story">
<table class="leading_item" style="border-collapse: collapse;">
<tr>
<td style="padding:5px 10px 0;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=26fdca50a5&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Internal memo: Amazon makes “significant role reductions” to its game division and will cut down on big budget titles, as it doubles down on Luna</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Jason Schreier / </span><span class="pub_name">Bloomberg</span>)</span>
</td>
</tr>
</table>
</div>
<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story">
<table class="leading_item" style="border-collapse: collapse;">
<tr>
<td style="padding:5px 10px 0;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=32253d39c7&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Etsy appoints Chief Growth Officer Kruti Patel Goyal as its new CEO, starting January 1, 2026, replacing Josh Silverman after eight years in the role</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">Bloomberg</span>)</span>
</td>
</tr>
</table>
</div>
<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story">
<table class="leading_item" style="border-collapse: collapse;">
<tr>
<td style="padding:5px 10px 0;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=f2aae666ce&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Amazon, UPS, Target, GM, and other major US companies are laying off tens of thousands of white collar workers, as executives hope AI can handle their workload</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">Wall Street Journal</span>)</span>
</td>
</tr>
</table>
</div>
</div>
<div class="section" style="margin-top: 12px;">
<div class="section_header uppercase" style="border-bottom: 3px solid #004860;letter-spacing: 1px;color: #004860;font-weight: bold;padding: 4px 10px;text-transform: uppercase;">
Litigation
</div>
<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="first_in_section story">
<table class="leading_item" style="border-collapse: collapse;">
<tr>
<td style="padding:5px 10px 0;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=8dfc497e5a&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">A former L3 Harris executive pleads guilty in a US district court to selling eight zero-day exploits to a Russian broker in exchange for millions of dollars</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Greg Otto / </span><span class="pub_name">CyberScoop</span>)</span>
</td>
</tr>
</table>
</div>
<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story">
<table class="leading_item" style="border-collapse: collapse;">
<tr>
<td style="padding:5px 10px 0;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=3b26b5f66a&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">USC sues Google in Texas federal court, alleging that Google Earth, Maps, and Google Street View violate its patents for overlaying 2D images onto 3D models</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Blake Brittain / </span><span class="pub_name">Reuters</span>)</span>
</td>
</tr>
</table>
</div>
</div>
<div class="section" style="margin-top: 12px;">
<div class="section_header uppercase" style="border-bottom: 3px solid #004860;letter-spacing: 1px;color: #004860;font-weight: bold;padding: 4px 10px;text-transform: uppercase;">
M&A
</div>
<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="first_in_section story">
<table class="leading_item" style="border-collapse: collapse;">
<tr>
<td style="padding:5px 10px 0;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=aa390899ed&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Apollo Global reaches a deal to sell AOL to Bending Spoons, sources say in a deal valued at ~$1.5B; AOL has about 30M MAUs across its email and web properties</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Sara Fischer / </span><span class="pub_name">Axios</span>)</span>
</td>
</tr>
</table>
</div>
<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story">
<table class="leading_item" style="border-collapse: collapse;">
<tr>
<td style="padding:5px 10px 0;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=769aee6dde&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Jamf says PE firm Francisco Partners agreed to take the device management software maker private in an all-cash deal valued at ~$2.2B, set to close in Q1 2026</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Connor Hart / </span><span class="pub_name">Wall Street Journal</span>)</span>
</td>
</tr>
</table>
</div>
</div>
<div class="section" style="margin-top: 12px;">
<div class="section_header uppercase" style="border-bottom: 3px solid #004860;letter-spacing: 1px;color: #004860;font-weight: bold;padding: 4px 10px;text-transform: uppercase;">
Streaming
</div>
<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="first_in_section story">
<table class="leading_item" style="border-collapse: collapse;">
<tr>
<td style="padding:5px 10px 0;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=36c3f76fd3&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">YouTube is using AI to upscale videos uploaded at between 240p and 720p to “HD” and plans to offer 4K upscaling “in the near future”; users can opt out</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Jess Weatherbed / </span><span class="pub_name">The Verge</span>)</span>
</td>
</tr>
</table>
</div>
<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story">
<table class="leading_item" style="border-collapse: collapse;">
<tr>
<td style="padding:5px 10px 0;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=93a3eaf2f3&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Sources: YouTube reorganizes its leadership team, with three product teams reporting to CEO Neal Mohan, and announces a “voluntary exit program” for US staff</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Alex Heath / </span><span class="pub_name">Sources</span>)</span>
</td>
</tr>
</table>
</div>
</div>
<div class="section" style="margin-top: 12px;">
<div class="section_header uppercase" style="border-bottom: 3px solid #004860;letter-spacing: 1px;color: #004860;font-weight: bold;padding: 4px 10px;text-transform: uppercase;">
Cryptocurrency
</div>
<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="first_in_section story">
<table class="leading_item" style="border-collapse: collapse;">
<tr>
<td style="padding:5px 10px 0;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=3b6550b848&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Sources: Mastercard is in late-stage talks to acquire the crypto and stablecoin infrastructure startup Zerohash for between $1.5B and $2B</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">Fortune</span>)</span>
</td>
</tr>
</table>
</div>
<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story">
<table class="leading_item" style="border-collapse: collapse;">
<tr>
<td style="padding:5px 10px 0;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=d092c29c1f&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Crypto media company Blockworks is closing its newsroom, launched in 2021, and will focus on software and data, continuing its main newsletters and podcasts</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Pooja Rajkumari / </span><span class="pub_name">TheStreet</span>)</span>
</td>
</tr>
</table>
</div>
<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story">
<table class="leading_item" style="border-collapse: collapse;">
<tr>
<td style="padding:5px 10px 0;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=7ff9475995&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Ripple's shares trade between $135 and $170 in private markets, up ~2x to 3x since early 2025, valuing the company at $22B-$30B after several major acquisitions</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Nina Bambysheva / </span><span class="pub_name">Forbes</span>)</span>
</td>
</tr>
</table>
</div>
</div>
<div class="section" style="margin-top: 12px;">
<div class="section_header uppercase" style="border-bottom: 3px solid #004860;letter-spacing: 1px;color: #004860;font-weight: bold;padding: 4px 10px;text-transform: uppercase;">
Regulation
</div>
<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="first_in_section story">
<table class="leading_item" style="border-collapse: collapse;">
<tr>
<td style="padding:5px 10px 0;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=a4fe2c29d6&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">French lawmakers vote to raise France's digital services tax on US tech giants to 6%, up from 3%; the French government opposes the move, fearing US retaliation</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">Politico</span>)</span>
</td>
</tr>
</table>
</div>
<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story">
<table class="leading_item" style="border-collapse: collapse;">
<tr>
<td style="padding:5px 10px 0;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=eaef4d8bfe&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">The US FCC votes 3-0 to tighten restrictions on telecom equipment from Chinese companies on its Covered List, including Huawei and ZTE, to close loopholes</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">David Shepardson / </span><span class="pub_name">Reuters</span>)</span>
</td>
</tr>
</table>
</div>
</div>
<div class="section" style="margin-top: 12px;">
<div class="section_header uppercase" style="border-bottom: 3px solid #004860;letter-spacing: 1px;color: #004860;font-weight: bold;padding: 4px 10px;text-transform: uppercase;">
funding deals
</div>
<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="first_in_section story">
<table class="leading_item" style="border-collapse: collapse;">
<tr>
<td style="padding:5px 10px 0;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=6f6e20a9a2&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Sources: Synthesia, which helps companies generate videos with AI avatars, raised $200M led by GV at a $4B valuation, up from a $2.1B valuation in January</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Rashi Shrivastava / </span><span class="pub_name">Forbes</span>)</span>
</td>
</tr>
</table>
</div>
<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story">
<table class="leading_item" style="border-collapse: collapse;">
<tr>
<td style="padding:5px 10px 0;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=d8af1ee016&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Sources: legal AI startup Harvey raised $150M led by a16z at an $8B valuation, up from a $5B valuation in June, bringing its total raised to over $1B</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Iain Martin / </span><span class="pub_name">Forbes</span>)</span>
</td>
</tr>
</table>
</div>
<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story">
<table class="leading_item" style="border-collapse: collapse;">
<tr>
<td style="padding:5px 10px 0;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=a5ee1590c8&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">China is expediting IPO approvals amid its AI rivalry with the US, recently approving listings for chip designers MetaX and Moore Threads in just three months</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">The Information</span>)</span>
</td>
</tr>
</table>
</div>
<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story">
<table class="leading_item" style="border-collapse: collapse;">
<tr>
<td style="padding:5px 10px 0;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=cbe7206951&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Sources: The Bot Company, co-founded by ex-Cruise CEO Kyle Vogt to make AI-powered household robots, is set to raise $250M at a $4B+ valuation</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">Bloomberg</span>)</span>
</td>
</tr>
</table>
</div>
<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story">
<table class="leading_item" style="border-collapse: collapse;">
<tr>
<td style="padding:5px 10px 0;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=bbe2e7b57e&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Sublime Security, which uses AI agents to protect against phishing and other email threats, raised a $150M Series C, bringing its total funding to $240M+</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Eduard Kovacs / </span><span class="pub_name">SecurityWeek</span>)</span>
</td>
</tr>
</table>
</div>
</div>
<div class="section" style="margin-top: 12px;">
<div class="section_header uppercase" style="border-bottom: 3px solid #004860;letter-spacing: 1px;color: #004860;font-weight: bold;padding: 4px 10px;text-transform: uppercase;">
more news
</div>
<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="first_in_section story">
<table class="leading_item" style="border-collapse: collapse;">
<tr>
<td style="padding:5px 10px 0;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=48eead4358&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Grokipedia hands-on: many articles clone Wikipedia, but deviate significantly on topics Elon Musk cares about, with inaccuracies on some scientific topics</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">The Verge</span>)</span>
</td>
</tr>
</table>
</div>
<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story">
<table class="leading_item" style="border-collapse: collapse;">
<tr>
<td style="padding:5px 10px 0;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=bcf01bde85&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Grammarly rebrands as Superhuman after its acquisitions of Superhuman Mail in June and Coda in December 2024; the standalone writing tool Grammarly still exists</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Stevie Bonifield / </span><span class="pub_name">The Verge</span>)</span>
</td>
</tr>
</table>
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<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=26c95d0ac6&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Protecting your Cloud Applications Data</a></span>
<span class="excerpt" style="color: black;font-size: 16px;"> — Backing up Office 365, Google Workspace, Dropbox & Box data is critical to preventing data loss or corruption, complying with laws and avoiding critical downtime in case of a disaster.</span>
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<a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=8c5fe664e1&e=06cea4a9e4" style="text-decoration: none;">
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<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story">
<table class="leading_item" style="border-collapse: collapse;">
<tr>
<td style="padding:5px 10px 0;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=afdc72c2a9&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">GitHub updates VS Code with Plan Mode for building step-by-step project approaches, MCP Registry integration, definable project rules via AGENTS.md, and more</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Sean Michael Kerner / </span><span class="pub_name">VentureBeat</span>)</span>
</td>
</tr>
</table>
</div>
<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story">
<table class="leading_item" style="border-collapse: collapse;">
<tr>
<td style="padding:5px 10px 0;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=3a23e476a9&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Big Tech's EU lobbying hit €151M in 2025, up from €113M in 2023 and €97M in 2021; between January and June 2025, Big Tech had 146 meetings with EU officials</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">Corporate Europe Observatory</span>)</span>
</td>
</tr>
</table>
</div>
<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story">
<table class="leading_item" style="border-collapse: collapse;">
<tr>
<td style="padding:5px 10px 0;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=a78e72c377&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">All three major South Korean telcos, SK Telecom, KT Telecom, and now LG Uplus, have reported cybersecurity incidents to the government over the past six months</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Kate Park / </span><span class="pub_name">TechCrunch</span>)</span>
</td>
</tr>
</table>
</div>
<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story">
<table class="leading_item" style="border-collapse: collapse;">
<tr>
<td style="padding:5px 10px 0;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=698ccff1b0&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Amazon's $100 Echo Dot Max and $220 Echo Studio review: the devices run Alexa+, which works well, and have good audio quality, but the Studio is underwhelming</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Chris Welch / </span><span class="pub_name">Bloomberg</span>)</span>
</td>
</tr>
</table>
</div>
<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story">
<table class="leading_item" style="border-collapse: collapse;">
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<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=052a85e5b0&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Some ad buyers say brands are increasingly spending on Reddit due to the site's prominence in AI-powered search results and its growing audience</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Trishla Ostwal / </span><span class="pub_name">Adweek</span>)</span>
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<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=bdc8fda2e3&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Investigation: the US government allowed and even helped US companies sell tech used for China's surveillance across five GOP and Democratic administrations</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">Associated Press</span>)</span>
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<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=b1dac83979&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">A look at the FGC-9, a 3D-printed semiautomatic gun created by a German incel that scholars and lawmakers say is the most popular “ghost gun” outside the US</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Samanth Subramanian / </span><span class="pub_name">Bloomberg</span>)</span>
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<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=f23ea3c481&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">SK Hynix says its DRAM, NAND, and HBM production capacity for next year “has been sold out” and that it would set up a production system to meet OpenAI's demand</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Song Jung-a / </span><span class="pub_name">Financial Times</span>)</span>
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<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=9dd21fe0b4&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">US FEC filings and public statements: a handful of crypto super PACs have amassed ~$263M ahead of the 2026 midterms; Fairshake remains the biggest at $141M</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">Bloomberg</span>)</span>
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