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<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=49fb7aeabc&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Reimagine your photos with a prompt</a></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=0adfaf5423&e=06cea4a9e4" style="text-decoration: none;color: #004860;">Earnings: LG Electronics</a></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=96e3ae6408&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Amazon reports Q3 revenue up 13% YoY to $180.2B, a $21.2B net income vs. $15.3B in Q3 2024, and operating income flat at $17.4B; AMZN jumps 13%+ after hours</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">Amazon</span>)</span>
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<span class="excerpt">Amazon.com, Inc. (NASDAQ: AMZN) today announced financial results for its third quarter ended September 30, 2025.</span>
<span class="cite">(Amazon)</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=2c8b8da0a0&e=06cea4a9e4" style="text-decoration: none;color: black;">@quinnypig:</a>
<a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=9478275417&e=06cea4a9e4" style="text-decoration: none;color: black;">Amazon dropped $35B on property and equipment this quarter alone. TTM purchases are now $120B (up 78% YoY). Free cash flow collapsed from $48B to $15B. Or to put that in English, they're printing money and immediately setting it on fire to build data centers.</a>
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<img class="tweet_image" width="12" src="https://techmeme.com/img/twitter_x.png" style="width: 12px;">
<a class="tweet_cite" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=46a6834684&e=06cea4a9e4" style="text-decoration: none;color: black;">@munster_gene:</a>
<a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=2cf189de8d&e=06cea4a9e4" style="text-decoration: none;color: black;">$AMZN reports 20% AWS growth vs. Whisper of 18.5%. Stock up 9%. To put into perspective how focused investors are on AWS, they beat overall revenue by 1.2%, and the stock is up 9%.</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=d9e64dcb8e&e=06cea4a9e4" style="text-decoration: none;color: black;">@patrickmoorhead:</a>
<a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=c9a8a40440&e=06cea4a9e4" style="text-decoration: none;color: black;">Like I said..... $AMZN This does not include the 1M TPU Anthropic deal and what I anticipate will be future deals.</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=e114fcba23&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Amazon raises its forecast for capital expenditures to $125B in 2025, up from its earlier estimate of $118B, and says that number will likely increase in 2026</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Annie Palmer / </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=510bfb3b76&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Amazon reports Q3 ad revenue up 24% YoY to $17.7B, vs. $17.3B est., and subscription services revenue up 11% YoY to $12.6B</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Lucas Manfredi / </span><span class="pub_name">The Wrap</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=0a8d59302f&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Amazon reports Q3 AWS revenue up 20% YoY to $33B, vs. $32.42B est., and AWS operating income up 9.5% YoY to $11.4B</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Annie Palmer / </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=27533ffd6d&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Amazon reports a $9.5B pre-tax gain from its investment in Anthropic, which was included in the company's non-operating income for Q3</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Todd Bishop / </span><span class="pub_name">GeekWire</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=c149c63ecc&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Apple reports Q4 revenue up 8% YoY to $102.47B, vs. $102.24B est., net income up 86% to $27.5B, and FY 2025 revenue up 6% to $416.16B</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Kif Leswing / </span><span class="pub_name">CNBC</span>)</span>
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<span class="excerpt">Apple reported fiscal-fourth quarter earnings on Thursday that beat analyst expectations … </span>
<span class="cite">(Kif Leswing / CNBC)</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=58eb3d5a62&e=06cea4a9e4" style="text-decoration: none;color: black;">@kobeissiletter:</a>
<a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=478069be5d&e=06cea4a9e4" style="text-decoration: none;color: black;">This is insane: 4:30 PM ET, Apple, $AAPL, reported stronger than expected earnings and a cash pile of over $132 BILLION. 4:31 PM ET: Apple stock falls -5% despite beating earnings. 4:45 PM ET: Apple stock rises +8% from its low, adding +$320 BILLION in market cap, turns green. [image]</a>
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<img class="tweet_image" width="12" src="https://techmeme.com/img/twitter_x.png" style="width: 12px;">
<a class="tweet_cite" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=9cf075ca22&e=06cea4a9e4" style="text-decoration: none;color: black;">@thetranscript_:</a>
<a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=a84eedea49&e=06cea4a9e4" style="text-decoration: none;color: black;">$AAPL CEO on China: “I was just there. It's incredibly vibrant and dynamic. Store traffic is up significantly Y/Y. The iPhone 17 family has been very well received there & we do believe that we'll return to growth in Q1, largely based on the reception of the iPhone” [image]</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=66c03ade62&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=8f279ad180&e=06cea4a9e4" style="text-decoration: none;color: black;">Cook says making good progress on new Siri and says will release “next year”. The expectation is end of March. They have to get it out by WWDC early in June. My guess is it's released on the day they report the March quarter, which will be late in April. $AAPL</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=d531ab76fd&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Apple Q4: iPhone up 6% YoY to $49.03B, vs. $50.19B est., Mac up 13% to $8.73B, iPad flat at $6.95B, and Wearables, Home, and Accessories flat at $9.01B</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">Apple</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=929e69af95&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Apple expects Q1 revenue to grow 10% to 12% YoY, with iPhone sales up by double digits, and reports Q4 China revenue down 4% YoY to $14.5B, vs. $16.24B est.</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>
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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=d18db7f2ca&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Apple reports Q4 revenue from Services, which includes the App Store, Apple Pay, Apple TV, Apple Music, and iCloud, up 15% YoY to $28.75B, vs. $28.17B est.</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Loree Seitz / </span><span class="pub_name">The Wrap</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=554b2cbd23&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Trump and Xi Jinping agree to a yearlong truce that rolls back many contentious tariffs and retaliatory measures; the current deal expired on November 10</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">New York Times</span>)</span>
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<td colspan="2" style="padding:5px 10px 0;">
<span class="excerpt">China agreed to suspend for a year some of its limits on exports of rare earth metals … </span>
<span class="cite">(New York Times)</span>
</td>
</tr>
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</table>
<table style="border-collapse: collapse;">
<tr><td style="padding:5px 10px 3px;">
<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=e04f7385de&e=06cea4a9e4" style="text-decoration: none;color: black;">@whitehouse:</a>
<a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=c1bf05bc88&e=06cea4a9e4" style="text-decoration: none;color: black;">President Donald J. Trump meets with Chinese President Xi Jinping in South Korea. “I think we're going to have a fantastic relationship for a long period of time, and it is an honor to have you with us.” [video]</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=27e84465d3&e=06cea4a9e4" style="text-decoration: none;color: black;">@dimi:</a>
<a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=02be00ebb2&e=06cea4a9e4" style="text-decoration: none;color: black;">China's commerce ministry said the US agreed to postpone for a year plans to put thousands of Chinese companies on a trade blacklist known as the entity list. China had justified its rare earth export controls by pointing to the US announcing the blacklistings.</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=7fa9647b31&e=06cea4a9e4" style="text-decoration: none;color: black;">@discoplomacy:</a>
<a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=3905c43902&e=06cea4a9e4" style="text-decoration: none;color: black;">President Trump says he and President Xi didn't discuss Blackwell chips. Seems to allude to it now being a Jensen x Xi conversation going forward? Unclear. Remarkable power for Nvidia to have though; as noted before, basically a sovereign power in many ways now. [image]</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=ea585fff7a&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">President Trump says he and Xi Jinping discussed Nvidia and other chipmakers' access to China, and that they didn't discuss approving sales of Blackwell chips</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Mackenzie Hawkins / </span><span class="pub_name">Bloomberg</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=55b3416b2f&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">China's Commerce Ministry says it will work with the US to resolve issues related to TikTok, stopping short of saying it agreed to a deal touted by Trump</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Mark Anderson / </span><span class="pub_name">Bloomberg</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=ad26c32d5d&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">After Trump and Xi's meeting, China says it will suspend its rare earth export controls issued on October 9 for one year, but says nothing about earlier limits</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Keith Bradsher / </span><span class="pub_name">New York Times</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=35d5cd6a99&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Google, Meta, and Microsoft collectively spent nearly $80B on AI infrastructure in Q3, dividing the market on whether they can translate huge capex into income</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=0d473107cb&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Canva launches a foundational design model that generates editable layered designs, expands Canva AI, makes Affinity free for all users, and more</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Ivan Mehta / </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=9e5c7dd849&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">UMG partners with AI music generator Udio to launch a subscription service for creating music with licensed songs in 2026, in part to settle a copyright lawsuit</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Katherine Sayre / </span><span class="pub_name">Wall Street Journal</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=ca2e083378&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">UMG and Stability AI announce a partnership to develop music creation tools powered by “responsibly” trained AI</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Marc Schneider / </span><span class="pub_name">Billboard</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=dcce6aea2f&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Google updates Play Store policy in the US to let developers link to external app stores and payment options, following the Epic v. Google injunction</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Adamya Sharma / </span><span class="pub_name">Android Authority</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=fa181c368d&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Sources detail how Binance boosted the Trump family's World Liberty Financial by facilitating a $2B purchase of USD1 and building its tech ahead of CZ's pardon</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;">
earnings
</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=7267feaf13&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Samsung reports Q3 revenue up 8.85% YoY to ~$60.5B, vs. ~$60.4B est., and operating profit up 32.9% YoY to ~$8.57B, vs. ~$7.9B est., more than doubling from Q2</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Dylan Butts / </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=f2f29fb1c4&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Roku beats expectations with Q3 net income of $24.8M, vs. a net loss of $35.8M a year ago, and revenue of $1.21B, up 14% YoY; total streaming hours rose 12% YoY</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>
</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=ae2172e6f8&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Coinbase reports Q3 revenue up 55% YoY to $1.9B, vs. $1.8B est., net income up 473% to $433M, and trading volume up 59% to $295B</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Olga Kharif / </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=141fd3ce10&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">LatAm e-commerce giant MercadoLibre reports Q3 revenue up 39% YoY to $7.4B, vs. $7.2B est., a $421M net income, vs. $489M est., and 77M unique buyers, up 26%</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Maria Clara Cobo / </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=742923df74&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Reddit reports Q3 revenue up 68% YoY to $585M, vs. $546M est., and daily active uniques up 19% to 116M, vs. 114M est.; RDDT jumps 5%+ after hours</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=af60d8ad02&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Roblox reports Q3 revenue up 48% YoY to $1.36B, DAUs up 70% YoY to 151.5M, above 132.3M est., bookings up 70% YoY to $1.9B, above $1.7B est.; RBLX drops 10%+</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Cecilia D'Anastasio / </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=5f05fb96bc&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Alphabet passed $100B in quarterly revenue for the first time, in Q3; Sundar Pichai says “AI Overviews drive meaningful query growth” and AI Mode has 75M DAUs</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Kendra Barnett / </span><span class="pub_name">Adweek</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=611480f9db&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Twilio reports Q3 revenue up 15% YoY to $1.3B vs. $1.25B est., forecasts Q4 sales above est., agrees to buy identity platform Stytch; TWLO jumps 8%+ after hours</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Chris Ciaccia / </span><span class="pub_name">Seeking Alpha</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=b997ada7fa&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Elon Musk's lawyer pledges to fight OpenAI's for-profit restructuring and says California's and Delaware's AGs “cannot sanitize OpenAI's unlawful conduct”</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=51fae551c6&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">OpenAI's Sora app adds new features, including “character cameos” to create AI deepfakes of pets, illustrations, and more, clip stitching, and leaderboards</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>
<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=073048e7b3&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">OpenAI starts to sell extra credits for Sora, which currently has a limit of 30 free gens per day; 10 video gens will retail for $4 through Apple's App Store</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Anna Washenko / </span><span class="pub_name">Engadget</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=9f6e552134&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">OpenAI launches Aardvark, a GPT-5-powered autonomous cybersecurity research agent that can identify and help patch vulnerabilities, in private beta</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Sabrina Ortiz / </span><span class="pub_name">ZDNET</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=d0b35ae15c&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Cognition releases SWE-1.5, a new coding model in Windsurf, saying it partnered with Cerebras to serve SWE-1.5 at speeds up to 13x faster than Claude Sonnet 4.5</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">Cognition</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=98d05ab1f0&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Google partners with Reliance to offer free AI Pro access to Jio 5G users in India for 18 months; Perplexity has a similar deal with Bharti Airtel</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Jagmeet Singh / </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=16df015c7d&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Scale AI and CAIS' Remote Labor Index, which measures AI models' ability to automate freelance work, finds the best AI performed less than 3% of tasks</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Will Knight / </span><span class="pub_name">Wired</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=8e3c6e163b&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Extropic, which says its chips using probabilistic bits can be 10,000x more energy efficient than current AI chips, shares its first chip with some AI labs</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Will Knight / </span><span class="pub_name">Wired</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;">
infosec
</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=ae25085b18&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Sources: the US Commerce Department has proposed banning TP-Link's devices, citing its ties to China; more than six departments and agencies backed the proposal</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Joseph Menn / </span><span class="pub_name">Washington Post</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=d91186f026&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Netflix, Anthropic, and others are paying researchers up to $25K to find and report flaws; HackerOne paid a record $81M in rewards in the past year, up 13% YoY</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 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=49c4d0b31b&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Filings: business services giant Conduent, which was spun off from Xerox in 2017, confirms that a 2024 data breach has impacted over 10.5M people</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Bill Toulas / </span><span class="pub_name">BleepingComputer</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=767c9cc8de&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Netflix announces a 10-for-1 stock split, after its shares boomed over the last three years to above $1,000 a share</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">John Melloy / </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=cc0f2c6456&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Disney and YouTube settle their legal dispute over YouTube's hiring in May of former Disney executive Justin Connolly to be global head of media and sports</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Dominic Patten / </span><span class="pub_name">Deadline</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=702b4b6b52&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Core Scientific shareholders vote to reject a $9B takeover bid by CoreWeave that proxy advisers said undervalued the data center company</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Dina Bass / </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=ff5ac89b25&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Life sciences group Thermo Fisher agrees to acquire PE-owned drug trial software maker Clario for $9.4B in an all-cash deal expected to close by mid-2026</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Oliver Barnes / </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=4c94c4f9e9&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Sources: Intel is in early-stage talks to acquire AI chip startup SambaNova, with a deal likely valuing SambaNova below its $5B valuation in 2021</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>
<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=1434af0a67&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Walmart's PhonePe raised $600M from General Atlantic at a $14.5B valuation, as the Indian digital payments and financial services company prepares for an IPO</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">The Economic 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=ab5586a00e&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Sources: Nvidia plans to invest $500M to $1B in AI coding startup Poolside, which is in discussions to raise $2B at a $12B 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=f769660bbd&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Filing: Meta plans to raise money through bond offerings worth up to $30B; the company has said its capex next year would be “notably larger” than in 2025</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Arsheeya Bajwa / </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=a29cbbdf5d&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Milan-based Bending Spoons, which buys and seeks to revitalize tech brands like AOL, raised $710M led by T. Rowe Price at an $11B pre-money valuation</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=144d98182f&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Swedish startup Legora, whose AI tools help legal teams research and more, raised a $150M Series C at a $1.8B valuation, up from $675M in May after raising $80M</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Supantha Mukherjee / </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=e77e72b770&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Bengaluru-based Snabbit, which offers a range of on-demand home services, raised a $30M Series C at a $180M valuation, taking its total funding to $55M</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Jagmeet Singh / </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=12734cafa8&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">CoreStory, whose AI platform automates generating documentation for legacy code bases, raised a $32M Series A led by Tribeca, NEA, and SineWave</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Maria Deutscher / </span><span class="pub_name">SiliconANGLE</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=79f0cdc3ac&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Applied Compute, which wants to create custom AI agents trained on latent company knowledge, raised $80M from Benchmark, Sequoia, Elad Gil, and others</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">@appliedcompute</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=920e912e89&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">The ICC plans to switch from Microsoft Office to Open Desk, a European open source alternative, amid concerns about public bodies' reliance on US tech companies</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Maximilian Henning / </span><span class="pub_name">Euractiv</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=d5b630eca2&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Nothing's new Lock Glimpse feature on the Phone (3a) Lite shows a rotating selection of wallpapers that link to clickbait articles from a company called Vilykke</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Ben Schoon / </span><span class="pub_name">9to5Google</span>)</span>
</td>
</tr>
</table>
</div>
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<a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=6fbe2af191&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=343b818a73&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">TrendForce estimates DRAM in 2026 will bring in over 4x as much revenue as the 2023 trough, reaching a record ~$231B, driven by AI industry demand for HBM chips</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Jiyoung Sohn / </span><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=96abaa80be&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Corporate travel and expense management software maker Navan and its shareholders raised $923.1M in a US IPO priced at $25/share, giving it a $6.2B market cap</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Subrat Patnaik / </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=c9c9d26015&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">GitHub says TypeScript passed Python and JavaScript in August to become the most used language among its 180M+ developers; India added 5.2M developers in 2025</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">The GitHub Blog</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=45e76cf614&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">WhatsApp launches passkey-encrypted backups for iOS and Android, letting users encrypt their stored message history using their face, fingerprint, or a code</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=d56c40bb4b&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Palantir sues two ex-employees now working at Percepta, an “AI transformation company” launched by General Catalyst, and alleges deception and stolen documents</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Dan Primack / </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=e17227b9a6&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">SEC filing: Meta says it is no longer facing a CFPB investigation over advertising for financial services on its platforms</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Evan Weinberger / </span><span class="pub_name">Bloomberg Law</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=b0fcd3e35b&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Q&A with Palantir CTO Shyam Sankar on surveillance, AI, the future of war, data, privacy, the US military, ImmigrationOS, the DHS, ICE, the UK's IDs, and more</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">New York 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=f5d3a99ff3&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Q&A with Logitech CEO Hanneke Faber on software-enabled hardware, prioritizing design, launching about 40 new products each year, AI, tariffs, and more</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Harry McCracken / </span><span class="pub_name">Fast Company</span>)</span>
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