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<!--[if !gte mso 9]><!----><span class="mcnPreview Text" style="display:none; font-size:0px; line-height:0px; max-height:0px; max-width:0px; opacity:0; overflow:hidden; visibility:hidden; mso-hide:all;">Sources: Apple plans to launch a low-cost laptop powered by an iPhone chip in H1 2026 to rival Chromebooks, aimed at students and casual users, codena</span><!--<![endif]-->
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<td class="page_date" style="vertical-align:middle;text-align:right;color:#004860;font-weight:700;padding-right:10px">Tue, Nov 4</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=020f514330&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=afab7f5f5a&e=06cea4a9e4" style="text-decoration: none;color: #004860;">Ripple Swell (day 2)</a>; </span>
<span class="event"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=c48b691df7&e=06cea4a9e4" style="text-decoration: none;color: #004860;">WSJ Tech Live California (day 2)</a>; </span>
<span class="event"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=3587bb31c6&e=06cea4a9e4" style="text-decoration: none;color: #004860;">EmTech MIT (day 2)</a>; </span>
<span class="event"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=9f2163ebe2&e=06cea4a9e4" style="text-decoration: none;color: #004860;">Grace Hopper Celebration (day 2)</a>; </span>
<span class="event"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=e79d497c9f&e=06cea4a9e4" style="text-decoration: none;color: #004860;">Earnings: DASH, QCOM, HOOD, ARM, SNAP, LYFT, APP, U</a>; </span>
<span class="event"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=efb77ee002&e=06cea4a9e4" style="text-decoration: none;color: #004860;">CloudFest USA</a>; </span>
<span class="event"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=e3c48f153f&e=06cea4a9e4" style="text-decoration: none;color: #004860;">Smartsheet ENGAGE</a></span>
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top news
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<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="first_story first_in_section big_story">
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<span class="title" style="font-size: 24px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=1cfda8ad15&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Sources: Apple plans to launch a low-cost laptop powered by an iPhone chip in H1 2026 to rival Chromebooks, aimed at students and casual users, codenamed J700</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Mark Gurman / </span><span class="pub_name">Bloomberg</span>)</span>
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<span class="excerpt">Apple Inc. is preparing to enter the low-cost laptop market for the first time … </span>
<span class="cite">(Mark Gurman / Bloomberg)</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=a0623478e6&e=06cea4a9e4" style="text-decoration: none;color: black;">@maxwinebach:</a>
<a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=69a7cb9572&e=06cea4a9e4" style="text-decoration: none;color: black;">There's been a lot of discussion in analyst communities if it's the A18 Pro or A19 Pro I think specs are: A19 Pro 12 GB memory, 256GB storage 13-inch display (same as iPad Air) haptic trackpad/same but non-backlit keyboard as Air multiple colors aluminum chasis insane battery</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=1ce71727be&e=06cea4a9e4" style="text-decoration: none;color: black;">@benbajarin:</a>
<a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=b8a9d1ac25&e=06cea4a9e4" style="text-decoration: none;color: black;">The share of Windows in MSRP <$800 is 100%. This is why the entire PC ecosystem is freaking out over what's coming from Apple next year.</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=32c7928fc2&e=06cea4a9e4" style="text-decoration: none;color: black;">@parkerortolani:</a>
<a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=5c251ce390&e=06cea4a9e4" style="text-decoration: none;color: black;">I feel like an unintended side effect of the low cost MacBook will be less iPads + keyboards sold, if you can get a really good small Mac with all the essentials for the same or less than an iPad + a keyboard why would you bother when it can do less?</a>
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<span class="title" style="font-size: 24px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=020b24aeeb&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Amazon sent a cease-and-desist to Perplexity, demanding it to stop letting Comet make purchases on users' behalf, accusing it of computer fraud</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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<span class="excerpt">Amazon.com Inc. has sent a cease-and-desist letter to Perplexity AI Inc. demanding … </span>
<span class="cite">(Bloomberg)</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=1b1aa4fe7b&e=06cea4a9e4" style="text-decoration: none;color: black;">@shiringhaffary:</a>
<a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=b5de53ef89&e=06cea4a9e4" style="text-decoration: none;color: black;">This is one of the first examples of what's sure to become a bigger battle around how much freedom AI agents should have to use the web on a user's behalf</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=5d5c3da2ca&e=06cea4a9e4" style="text-decoration: none;color: black;">@davidclinchnews:</a>
<a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=a8cfb70db6&e=06cea4a9e4" style="text-decoration: none;color: black;">Interesting roadblock for Agentic Commerce. OpenAI has approached this in a different way with shared payment tokens that put the purchase decision firmly in the hands of the human user, but harness agentic commerce protocols.</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=7c487ebf35&e=06cea4a9e4" style="text-decoration: none;color: black;">@aravsrinivas:</a>
<a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=d97bfe46f9&e=06cea4a9e4" style="text-decoration: none;color: black;">We would be happy to work together with Amazon to figure out a win-win outcome for both us and them. But attempts to block our Comet Assistant on Amazon and hurt our users — we will have to stand up for them and not get bullied by Amazon. </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=b67f5644e9&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Perplexity AI accuses Amazon of “bullying” after receiving “an aggressive legal threat” demanding Comet not make purchases on users' behalf</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">CNBC</span>)</span>
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<a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=5f00d91b29&e=06cea4a9e4" style="text-decoration: none;">
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<span class="title" style="font-size: 24px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=e353b3aa85&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Sequoia announces that Alfred Lin and Pat Grady will be elevated to firm stewards, succeeding Roelof Botha, who led Sequoia solo since 2022</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>
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<span class="excerpt">Sequoia Capital on Tuesday announced that Alfred Lin and Pat Grady will be elevated to firm stewards, succeeding Roelof Botha.</span>
<span class="cite">(Dan Primack / Axios)</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=98dde84d28&e=06cea4a9e4" style="text-decoration: none;color: black;">@alfred_lin:</a>
<a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=f8491da30f&e=06cea4a9e4" style="text-decoration: none;color: black;">I am deeply honored, humbled, and will have big shoes to fill. @roelofbotha changed my life. He believed in me, brought me to Sequoia, and taught me how to grow from a builder into an investor. He's demanding and deeply caring — the rare kind of friend, mentor, partner who pushes you and stands with you through every storm.</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=15b67d56b7&e=06cea4a9e4" style="text-decoration: none;color: black;">@danprimack:</a>
<a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=a46b7f66b9&e=06cea4a9e4" style="text-decoration: none;color: black;">The full Sequoia succession timetable: Don Valentine → Michael Moritz and Doug Leone Moritz steps back, just Leone. Jim Goetz joins Leone Goetz & Leone → Botha & Leone (2017) Just Botha (2022) Botha → Lin & Grady</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=d60d45ce6e&e=06cea4a9e4" style="text-decoration: none;color: black;">@dittycheria:</a>
<a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=0d28f7ad27&e=06cea4a9e4" style="text-decoration: none;color: black;">Proud to call @roelofbotha one of my most trusted partners. He combines strategic depth, empathy for the CEO seat, and the courage to challenge you when it matters. Whether navigating a business model transition, upgrading the exec team, making critical capital allocation decisions, or managing the ups and downs of the public markets, he was always calm in the chaos, intellectually honest, and a fierce advocate for building something enduring. So grateful for all he's done for @MongoDB</a>
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</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=d0ed000b93&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">IBM plans to cut “a low single-digit percentage” of its workforce in Q4, affecting thousands of staffers; it employed ~270K workers as of the end of 2024</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=7c16664ce3&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">The UK's High Court rules against Getty in its lawsuit against Stability AI over its image generator; the judge calls the ruling “extremely limited in scope”</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Sam Tobin / </span><span class="pub_name">Reuters</span>)</span>
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</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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<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=47c9961948&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">AMD reports Q3 revenue up 36% YoY to $9.24B, vs. $8.7B est., Data Center revenue up 22% to $4.3B, and forecasts Q4 revenue below the highest projections</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Ian King / </span><span class="pub_name">Bloomberg</span>)</span>
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</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=62a69332b1&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Shopify reports Q3 revenue up 32% YoY to $2.84B, vs. $2.76B est., GMV up 32% YoY to $92B, and expects Q4 revenue up in the mid-to-high 20% range, vs. 23.4% est.</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Deborah Sophia / </span><span class="pub_name">Reuters</span>)</span>
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</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=02eff9c67b&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Uber reports Q3 revenue up 20% YoY to $13.5B, Gross Bookings up 21% to $49.7B, trips up 22% to 3.5B, and $1.1B operating income, vs. $1.6B est.; UBER drops 5%+</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=a4cfd1f416&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Google unveils Project Suncatcher to launch two solar-powered satellites, each with four TPUs, into low Earth orbit in 2027, as it seeks to scale AI compute</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Reed Albergotti / </span><span class="pub_name">Semafor</span>)</span>
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</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=7177ecbf80&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">WhatsApp launches an Apple Watch app that lets users get call notifications, read full messages, and record and send voice messages</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Aisha Malik / </span><span class="pub_name">TechCrunch</span>)</span>
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</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
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<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;">
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<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=edad32c993&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Spotify reports Q3 revenue up 12% YoY to €4.3B, above €4.23B est., subscribers up 12% YoY to 281M, MAUs up 11% YoY to 713M, and a €582M operating income</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Ashley Carman / </span><span class="pub_name">Bloomberg</span>)</span>
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<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=b996f211c2&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Spotify says it now has nearly 500K video podcasts and more than 390M users have now streamed a video podcast on its platform, up 54% YoY</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Sarah Perez / </span><span class="pub_name">TechCrunch</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=2f2272720e&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Pinterest reports Q3 revenue up 17% YoY to $1.05B, MAUs up 12% to 600M, vs. 590M est., but forecasts Q4 revenue below est.; PINS drops 17%+ 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>
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</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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<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=fc1a3d2e1f&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Nintendo reports Q2 revenue up 90% YoY to ~$3.7B, vs. ~$3B est., ~$667M net profit, vs. ~$412M est., and expects 19M Switch 2 sales by March 2026, up from 15M</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Arjun Kharpal / </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=be7d1dacf2&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Grab reports Q3 revenue up 22% YoY to $873M, vs. 869M est., and a $136M adjusted EBITDA, helped by group food orders, shared rides, and more; GRAB drops 5%+</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Olivia Poh / </span><span class="pub_name">Bloomberg</span>)</span>
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</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=732748585c&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Super Micro reports Q1 revenue down 15% YoY to $5B, vs. $6.09B est., and forecasts Q2 profit below estimates; SMCI drops 9%+ after hours</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>
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</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=cf82ca638c&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Match reports Q3 revenue up 2% YoY to $914M, vs. $915M est., net income up 18% to $161M, paying users down 5% to 14.5M, and forecasts Q4 revenue below estimates</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Kritika Lamba / </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;">
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;">
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<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=ad38f3e6b0&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Source: Anthropic projects revenues of up to $70B in 2028, up from ~$5B in 2025, and expects to become cash flow positive as soon as 2027</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Sri Muppidi / </span><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=04a5867816&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">OpenAI launches its Sora app on Android, including in the US, Canada, and Japan; the app reached 1M+ downloads in the five days after its September iOS launch</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Emma Roth / </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=a41e85c9e8&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Instacart launches an AI shopping assistant as part of its white-label e-commerce service, which powers the online shopping sites for some grocery chains</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Natalie Lung / </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;">
Data Centers
</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=43d923886a&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Sources: China offers to cut data center power bills by up to 50% for Alibaba, ByteDance, and others if they use domestic chips like Huawei's over foreign ones</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">Financial Times</span>)</span>
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</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=23e4a0b62c&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Goldman Sachs: just 33 US counties accounted for ~72% of all US data center capacity as of July; buildouts like AWS' in Oregon have transformed tiny communities</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">David Uberti / </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
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<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;">
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<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=5ee1f09b19&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Amazon rolls out Alexa+ to Amazon Music for iOS and Android, letting Alexa+ Early Access users request obscure information or complex music recommendations</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=ac427abb57&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Sources: Netflix has sent out dozens of requests to agents at WME, UTA, and CAA for video podcast creators, and plans to launch video podcasts in early 2026</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Caitlin Huston / </span><span class="pub_name">The Hollywood Reporter</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;">
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<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=766a082490&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Australia broadens its social media ban for under-16s to include Reddit and Kick, which join Facebook, Instagram, Threads, Snapchat, TikTok, X, and YouTube</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Clare Armstrong / </span><span class="pub_name">ABC</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=3ba4d7e895&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Paris prosecutors open a probe into TikTok's algorithm and compliance with requirements to police and report suicide content, after a French government report</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Gaspard Sebag / </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;">
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=8b5ff1a817&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">European law enforcement arrests nine suspects involved in an alleged crypto fraud ring that stole €600M+ via fake investment platforms promising high returns</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Sergiu Gatlan / </span><span class="pub_name">BleepingComputer</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=f618414f3b&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Chainalysis CEO Jonathan Levin says DeFi platforms' rapid growth leaves their users' assets at risk of attack; DefiLlama says $140B+ is held on DeFi protocols</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Nikou Asgari / </span><span class="pub_name">Financial Times</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>
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<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=3a07ca7f36&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Beacon Software, which acquires niche software businesses and transforms them with AI, raised a $250M Series B led by GC, Lightspeed, and D1 at a $1B valuation</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Krystal Hu / </span><span class="pub_name">Reuters</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=7c6eea5fab&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Tel Aviv-based Daylight, whose AI-native platform autonomously identifies and contains cyber threats, raised a $33M Series A, bringing its total funding to $40M</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Meir Orbach / </span><span class="pub_name">CTech</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=cd5dece059&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Switzerland-based Mimic Robotics, which is building AI models to enable human-like robotic hands to adapt to complex, high-precision tasks, raised a $16M seed</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Kyt Dotson / </span><span class="pub_name">SiliconANGLE</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=23f6438c30&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">A profile of nonprofit Common Crawl, which has scraped billions of webpages since 2013, including paywalled ones, to build an archive used by OpenAI and others</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Alex Reisner / </span><span class="pub_name">The Atlantic</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=2568e3ee31&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Apple says Live Translation on AirPods will expand to the EU next month; the first iOS 26.2 beta, seeded to developers on Tuesday, brings the feature to the EU</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Joe Rossignol / </span><span class="pub_name">MacRumors</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=ac612efc30&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Jimmy Wales says Wikipedia's “Gaza genocide” article violates its neutrality standards, as it states, “in Wikipedia's voice, that Israel is committing genocide”</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Xander Elliards / </span><span class="pub_name">The National</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=d5040e3b1c&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">AWS says it is developing Fastnet, a subsea cable buried ~1.5m deep and with a capacity over 320Tbps, aiming to debut in 2028 to connect Maryland and Ireland</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Emily Forlini / </span><span class="pub_name">PCMag</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=e6a25750a8&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">How Portugal is investing ~4.6% of its GDP around the port of Sines, seeking to transform it from a tourism-reliant economy into a tech and industrial hub</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Sofia Horta e Costa / </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=979343401a&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">A joint Databroker Files investigation shows commercially traded mobile phone location data allows the tracking of millions of Europeans, including EU officials</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">netzpolitik.org</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=bd4d547607&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">The US sanctions eight people and two companies it accused of laundering money obtained from cybercrime and IT worker schemes for the North Korean government</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Tim Starks / </span><span class="pub_name">CyberScoop</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=9754b79e92&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Sources: WeRide is set to raise ~$308M in its Hong Kong listing, planning to price shares at ~$3.48 each, representing a ~4% discount to its Monday Nasdaq close</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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<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=18e4bddf2e&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Sources detail Musk's time at xAI after he left DOGE: he oversaw the design of the racy chatbot Ani, employees turned over biometric data to train avatars, more</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">Wall Street Journal</span>)</span>
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