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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;">Google and Epic Games settle Epic's 2020 antitrust lawsuit, with Android and Google Play changes to expand competition and choice, pending a US judge'</span><!--<![endif]-->
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<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=14530056b5&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Reimagine your photos with a prompt</a></span>
<span class="excerpt" style="color: black;font-size: 16px;"> — Our new native image generation and editing is state-of-the-art, and ranked #1 in the world. Try it for free in the Gemini app.</span>
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<span style="color:#455;font-weight:bold;">Tomorrow's events: </span>
<span class="event"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=b9941df432&e=06cea4a9e4" style="text-decoration: none;color: #004860;">WSJ Tech Live California (day 3)</a>; </span>
<span class="event"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=ca815bf166&e=06cea4a9e4" style="text-decoration: none;color: #004860;">EmTech MIT (day 3)</a>; </span>
<span class="event"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=1a8ba3d490&e=06cea4a9e4" style="text-decoration: none;color: #004860;">Grace Hopper Celebration (day 3)</a>; </span>
<span class="event"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=e1a24adc9a&e=06cea4a9e4" style="text-decoration: none;color: #004860;">CloudFest USA (day 2)</a>; </span>
<span class="event"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=63f8a2f2aa&e=06cea4a9e4" style="text-decoration: none;color: #004860;">Smartsheet ENGAGE (day 2)</a>; </span>
<span class="event"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=202431c157&e=06cea4a9e4" style="text-decoration: none;color: #004860;">Earnings: ABNB, XYZ, AFRM, TTWO</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=0ae510e1fe&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Google and Epic Games settle Epic's 2020 antitrust lawsuit, with Android and Google Play changes to expand competition and choice, pending a US judge's approval</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Mike Scarcella / </span><span class="pub_name">Reuters</span>)</span>
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<span class="excerpt">Alphabet's (GOOGL.O) Google said on Tuesday it has reached … </span>
<span class="cite">(Mike Scarcella / Reuters)</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=486bd15a26&e=06cea4a9e4" style="text-decoration: none;color: black;">@timsweeneyepic:</a>
<a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=6c952c09c5&e=06cea4a9e4" style="text-decoration: none;color: black;">Google has made an awesome proposal, subject to court approval, to open up Android in the US Epic v Google case and settle our disputes. It genuinely doubles down on Android's original vision as an open platform to streamline competing store installs globally, reduce service fees</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=904a6a0aa2&e=06cea4a9e4" style="text-decoration: none;color: black;">@ssamat:</a>
<a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=17c301e81a&e=06cea4a9e4" style="text-decoration: none;color: black;">Exciting news! Together with Epic Games we have filed a proposed set of changes to Android and Google Play that focus on expanding developer choice and flexibility, lowering fees, and encouraging more competition all while keeping users safe. If approved, this would resolve our litigations. We look forward to discussing further with the Judge on Thursday.</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=0a2f233d86&e=06cea4a9e4" style="text-decoration: none;color: black;">@games_fray:</a>
<a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=8e31a204a3&e=06cea4a9e4" style="text-decoration: none;color: black;">This could be the most important development for the smartphone business in the Android-iPhone era since the launch of the Apple and Google app stores. If this goes through and developers and consumers value the benefits, it will put enormous pressure on Apple to open up.</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=814f6e1abd&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">In its Epic settlement, Google proposes lowering app store fees globally, a program to let alternative app stores officially register as an app source, and more</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Sean Hollister / </span><span class="pub_name">The Verge</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=f508731720&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Sources: Apple plans to pay Google about $1B per year for a 1.2T-parameter Gemini model to help power the new Siri, which is on track for next spring</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 planning to pay about $1 billion a year for an ultrapowerful 1.2 trillion … </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=d32a091745&e=06cea4a9e4" style="text-decoration: none;color: black;">@signulll:</a>
<a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=02e41a959c&e=06cea4a9e4" style="text-decoration: none;color: black;">it's fascinating how much large language models are in the process of reversing paradigms & business models. in the search era, google paid apple ~$25b/yr to stay default. in the ai era, apple will *pay* google ~$1b/yr to rent intelligence. very fascinating because this is likely just the beginning of a ton of shifts like this in every industry.</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=abac4bb001&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=56cc0d8414&e=06cea4a9e4" style="text-decoration: none;color: black;">When you understand where Apple's strenghs lie, you understand why this is a such a good move. Especially since it will be custom, hence it will feel like Apple's model but also have the industry leading knowledge base that comes with Google. Apple's AI glasses will crush it now!</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=dd8b41212f&e=06cea4a9e4" style="text-decoration: none;color: black;">@markgurman:</a>
<a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=60de540ccf&e=06cea4a9e4" style="text-decoration: none;color: black;">Apple's in-house foundation models team, despite losing a large chunk of its talent to Meta and elsewhere, is working on its own 1 trillion parameter model with the hope of eventually moving over to that.</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=876a1355b5&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Snap announces a deal to distribute Perplexity's search engine to Snapchat users; Perplexity will pay Snap $400M through a combination of cash and equity</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">Snap Inc. shares surged more than 25% in extended trading after the company announced … </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=a48a665316&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=f300e4e8ef&e=06cea4a9e4" style="text-decoration: none;color: black;">Perplexity will be the default AI for all Snapchat users in the Snapchat app from January 2026. Excited to work together with Evan and Snap team on many more projects.</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=675e5d4180&e=06cea4a9e4" style="text-decoration: none;color: black;">@rihardjarc:</a>
<a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=247f33e7a9&e=06cea4a9e4" style="text-decoration: none;color: black;">I like this move by $SNAP. Partnering with Perplexity and giving them distribution in return for $400M a year. The wording also suggest there might be more of these kind of deals coming.. After this aftermarket move $SNAP is now one of my biggest positions. [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=4ad0ffdfcf&e=06cea4a9e4" style="text-decoration: none;color: black;">@mahasr199:</a>
<a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=1d0c8b6b84&e=06cea4a9e4" style="text-decoration: none;color: black;">Distribution will keep mattering more and more in AI race. Data moat + distribution is key for any of these guys to get training + usage. A billion users who use it for sharing images, text, and stories all day for $15 billion is cheap.</a>
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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=d066dfa3a5&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Snap reports Q3 revenue up 10% YoY to $1.51B vs. $1.49B est., DAUs up 8% to 477M vs. 476M est., and announces a $500M share buyback; SNAP jumps 23%+ 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>
</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=d534670d28&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">OpenAI CFO Sarah Friar says an “IPO is not on the cards right now”, and that OpenAI hopes the US government might backstop the financing of data center deals</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Berber Jin / </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=6a80d10e87&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Crypto company Ripple raised $500M from Citadel, Fortress, and others at a $40B valuation and says payments made on its platform passed $95B so far in 2025</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 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=588a0a5966&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Sources: the Chinese government issues guidance requiring new data center projects that have received any state funds to only use domestically made AI chips</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<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=5d1012e53f&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Google says Maps will get Gemini instead of Assistant on Android and iOS, offering a “hands-free, conversational driving experience”, in the “coming weeks”</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Abner Li / </span><span class="pub_name">9to5Google</span>)</span>
</td>
</tr>
</table>
</div>
<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story">
<table class="leading_item" style="border-collapse: collapse;">
<tr>
<td style="padding:5px 10px 0;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=4014a6e02e&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Sony rolls out PlayStation Portal cloud streaming, letting PlayStation Premium Plus members stream select titles without a PS5 connection, in testing since 2024</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Ash Parrish / </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=212e41976a&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">France begins the process to suspend Shein, giving the company 48 hours to show it has scrubbed its site of illegal products, like sex dolls resembling children</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>
<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=2d91c4ea54&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Shein opens a store in Paris, its first physical outlet, on a top floor of the historic BHV Marais department store, as politicians and retailers criticize it</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Jenny Che / </span><span class="pub_name">Bloomberg</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=7cff87fcc2&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">SoftBank closed down 10%, Samsung closed down 4%, and TSMC closed down 3%, after US stocks dropped, as investors worry over stretched AI and tech valuations</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Lee Ying Shan / </span><span class="pub_name">CNBC</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=77463662e2&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Bitcoin dropped as much as 7.4% on November 4, below $100K for the first time since June; ether fell as much as 15%, and many altcoins are down 50%+ in 2025</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">Bloomberg</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=5a590ed5b9&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Pinterest's stock fell 20%+ on November 5 after the company forecast Q4 revenue below est., as advertising took a hit from larger retailers dealing with tariffs</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Jaures Yip / </span><span class="pub_name">CNBC</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=93a8068b08&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Robinhood reports Q3 revenue up 100% YoY to $1.27B, vs. $1.19B est., transaction-based revenue up 129% to $730M, vs. $739M est., and net income up 271% to $556M</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">MacKenzie Sigalos / </span><span class="pub_name">CNBC</span>)</span>
</td>
</tr>
</table>
</div>
<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story">
<table class="leading_item" style="border-collapse: collapse;">
<tr>
<td style="padding:5px 10px 0;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=5949f5ce5d&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Bumble reports Q3 revenue down 10% YoY to $246.2M, total paying users down 16% to 3.6M, and forecasts Q4 revenue below estimates; BMBL falls 15%+ after hours</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<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=86e2985940&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">DoorDash reports Q3 revenue up 27% YoY to $3.45B, vs. $3.36B est., and total orders up 21% to 776M, vs. 770.13M est.; DASH drops 18%+ after hours</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Chris Eudaily / </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=5e056b4059&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Arm reports Q2 revenue up 34% YoY to $1.14B, royalty revenue up 21% YoY to $620M, vs. $586M est., and forecasts Q3 revenue above est.; ARM jumps 4%+ after hours</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>
</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=be46af5ff1&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Lyft reports Q3 revenue of $1.69B, up 10.7% YoY, vs. 11.5% est., adjusted EBITDA of $138.9M, vs. $140M est., and forecasts Q4 gross bookings above estimates</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Akash Sriram / </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=c14706af81&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Qualcomm reports Q4 revenue up 10% to $11.27B, vs. $10.79B est., handsets revenue up 14% to $6.96B, and forecasts Q1 revenue above estimates</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Ari Levy / </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=b18c1cabce&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Figma reports Q3 revenue up 38% YoY to $274.2M, vs. $265.2M est., adjusted operating margin of 12%, vs. 6.5% est., and forecasts Q4 revenue above estimates</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Jordan Novet / </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=37311dbcaa&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">AppLovin reports Q3 revenue up 68% YoY to $1.41B, vs. $1.34B est., and forecasts Q4 revenue and adjusted EBITDA above estimates; APP jumps 6%+ after hours</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Luke Kawa / </span><span class="pub_name">Sherwood News</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=1cc55d6edc&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">OpenAI says it now has 1M+ business customers globally, with ChatGPT for Work seats up 40% in two months to 7M+ and ChatGPT Enterprise seats up 9x YoY</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">OpenAI</span>)</span>
</td>
</tr>
</table>
</div>
<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story">
<table class="leading_item" style="border-collapse: collapse;">
<tr>
<td style="padding:5px 10px 0;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=7c865d0ffe&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Q&A with Sam Altman on managing OpenAI's growth, delegating work, hiring hardware talent, GPT-6 enabling scientific research, AI's societal challenges, and more</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Tyler Cowen / </span><span class="pub_name">Conversations with Tyler</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=9c6731dc74&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">How xAI and Gab position their ideology-driven AI chatbots Grok and Arya as alternatives to mainstream chatbots accused of liberal bias like ChatGPT and Gemini</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=827a8dfa5f&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">A look at Bret Taylor's AI agent startup Sierra as it launches new products; source: Sierra is on track to exceed $100M in annualized revenue by January 2026</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Richard Nieva / </span><span class="pub_name">Forbes</span>)</span>
</td>
</tr>
</table>
</div>
<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story">
<table class="leading_item" style="border-collapse: collapse;">
<tr>
<td style="padding:5px 10px 0;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=e3ed6bc4db&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Google says Gemini Deep Research can now directly draw on information stored in users' Gmail, Drive, and Chat to create reports</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Abner Li / </span><span class="pub_name">9to5Google</span>)</span>
</td>
</tr>
</table>
</div>
<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story">
<table class="leading_item" style="border-collapse: collapse;">
<tr>
<td style="padding:5px 10px 0;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=cfbbbaff73&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">A look at data labeling startups like Objectways, whose workers record and annotate repetitive tasks like folding towels to train AI robots for physical tasks</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Nilesh Christopher / </span><span class="pub_name">Los Angeles 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=464ad40f76&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Research: AI's ability to complete lengthy software engineering tasks has doubled roughly every six months, but there is a “messiness tax” for real-world tasks</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Boaz Barak / </span><span class="pub_name">Windows On Theory</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=acd8c55192&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">VW says it is developing an AI chip for advanced driving in China via a JV between its Cariad unit and Horizon Robotics, with deliveries in three to five years</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Edward White / </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=527eab9cff&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Sens. Mark Warner and Josh Hawley introduce a bipartisan bill that would require companies and US agencies to submit quarterly reports on AI-related job impacts</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>
</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=f2b4759182&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Netherlands-based Nebius unveils Token Factory, a platform that lets companies use open-weight AI models like gpt-oss, in a bid to compete with AWS and Azure</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>
<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=52d831dd65&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Sources: Deutsche Bank is exploring strategies to hedge its exposure to data centers, like shorting AI stocks, after extending billions in debt to hyperscalers</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>
<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=30407897fa&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Barclays: hyperscalers have announced a total of 46 GW of AI data center capacity, which at full utilization will consume as much energy as ~44.2M US households</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Robin Wigglesworth / </span><span class="pub_name">Financial 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=4bfea9c2f1&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Sources: data center startup Crusoe is arranging an employee share sale involving ~$120M worth of shares that values it at ~$13B, up from $10B+ just weeks ago</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">The Information</span>)</span>
</td>
</tr>
</table>
</div>
<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story">
<table class="leading_item" style="border-collapse: collapse;">
<tr>
<td style="padding:5px 10px 0;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=b51845d7bd&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">A look at Fermi, a startup co-founded by ex-US Energy Secretary Rick Perry that aims to build one of the world's largest data center campuses by 2038, in Texas</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Jennifer Hiller / </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;">
Content Moderation
</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=fb092edfff&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">YouTube confirms it removed 700+ videos from three prominent Palestinian human rights groups in early October to comply with the US State Department's sanctions</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">The Intercept</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=95b2db5a80&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Letter: the MPA sent Meta a cease-and-desist over Instagram's use of “PG-13” for teen content restrictions, calling it “literally false and highly misleading”</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Isabella Simonetti / </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;">
Venture Capital
</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=d4d8a98cd8&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Sources: Roelof Botha was asked to step aside after some Sequoia partners raised concerns about his leadership; Botha had declined to comment on Shaun Maguire</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">Wall Street Journal</span>)</span>
</td>
</tr>
</table>
</div>
<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story">
<table class="leading_item" style="border-collapse: collapse;">
<tr>
<td style="padding:5px 10px 0;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=44346ef59d&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Qualcomm Ventures and six Indian VC firms join India Deep Tech Alliance with an additional $850M+ in commitments; Nvidia joins as a strategic technical advisor</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>
<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=858cc2e73a&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Armis, which helps businesses secure and manage IoT devices, raised $435M at a $6.1B valuation led by Goldman Sachs Alternatives, up from $4.2B in October 2024</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Samantha Subin / </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=e08bdf0ee1&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Customer engagement service MoEngage raised a $100M Series F led by Goldman Sachs Alternatives, bringing its total funding to $250M as it adds more AI features</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=a8fe348bf6&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Reevo, which is building a unified AI tool that helps bring products to market, raised $80M, split across a $10M seed and a $70M Series A, at a $500M valuation</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Paayal Zaveri / </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=aec8ca2344&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Giga, which develops voice-based AI agents for customer support, raised a $61M Series A led by Redpoint Ventures, with participation from Y Combinator and Nexus</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Beatrice Nolan / </span><span class="pub_name">Fortune</span>)</span>
</td>
</tr>
</table>
</div>
<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story">
<table class="leading_item" style="border-collapse: collapse;">
<tr>
<td style="padding:5px 10px 0;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=c09621a7ee&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Singapore-based Video Rebirth, founded by Tencent veteran Liu Wei to develop AI video generation models, raised a $50M seed from Qiming, ActozSoft, and others</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=885635ca94&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Wabi, a “YouTube for apps” launched by Replika founder Eugenia Kuyda that lets users create mini apps via prompting, raised a $20M pre-seed from angel investors</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">TechCrunch</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=1e00af6379&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Wiz CEO Assaf Rappaport says the US DOJ concluded its review of Google's planned $32B acquisition; the FTC's website says the early termination was October 24</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Josh Sisco / </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=d8a09db7c4&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">A Chinese court sentences five top members of a Myanmar mafia to death, convicting 21 in total, as Beijing continues its crackdown on online scam operations</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Koh Ewe / </span><span class="pub_name">BBC</span>)</span>
</td>
</tr>
</table>
</div>
<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;background-color:#f4f4f4;" class="story sponsor">
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<span class="label" style="display: block;color: #686860;font-size: 12px;font-weight: bold;padding: 2px 0;">SPONSOR</span>
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=f0b77310e7&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Protecting your Cloud Applications Data</a></span>
<span class="excerpt" style="color: black;font-size: 16px;"> — Backing up Office 365, Google Workspace, Dropbox & Box data is critical to preventing data loss or corruption, complying with laws and avoiding critical downtime in case of a disaster.</span>
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<a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=1b897c0c3b&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=57a92282b8&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Quantinuum unveils Helios, a quantum computer with 98 physical qubits, from which it can deliver 48 logical error-corrected qubits, an impressive 2:1 ratio</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Isabelle Bousquette / </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=13e2ee5bfc&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Amazon opens a micro-fulfillment center in a Pennsylvania Whole Foods, operated by robots and employees; customers can scan and order 12K items from the aisles</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Matt Day / </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=c648152004&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">UK retailer M&S expects a £136M profit hit in 2025 after an April cyberattack, which it attributes to DragonForce, and says it claimed £100M from its insurers</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Philip Stafford / </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=090b7559b5&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Sources detail NSA leadership gaps, program cuts, and staff furloughs, eroding morale among the agency's analysts and weakening its long-term cyber capabilities</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">David DiMolfetta / </span><span class="pub_name">Nextgov/FCW</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=5578edef3d&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Motorola Edge 70 review: the new £699 ultra-thin device has a silicone back and great battery life, but the OS is full of ads; the phone won't launch in the US</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Dominic Preston / </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=87bd385a14&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Netflix rolls out a new ad metric called monthly active viewers, or MAV, and says it has 190M such viewers across the 12 countries where it offers an ad tier</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Rick Porter / </span><span class="pub_name">The Hollywood Reporter</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=c2f33bf499&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">How “porno-troll” Strike 3, which owns porn production company Vixen, made millions by filing copyright suits accusing users of illegally downloading its videos</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Tarpley Hitt / </span><span class="pub_name">The Guardian</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=a0c7926f68&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">XPeng says it plans to launch three self-developed robotaxis in 2026, the first Chinese EV maker to do so, using its own chips, software, and production line</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Jiahui Huang / </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=d52e6c51f6&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">A profile of Football Manager game developer Sports Interactive, which has ~280 full-time staff and licenses its scouting data to 40+ teams, as it releases FM26</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Chris Allnutt / </span><span class="pub_name">Financial Times</span>)</span>
</td>
</tr>
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<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=0ca8997ddc&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">A look at US efforts to train workers for semiconductor manufacturing, led by schools in Arizona, which has secured 60+ chip expansion projects since 2020</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">Nikkei Asia</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=74e3bb0d42&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Google removed 749M URLs to Anna's Archive, which links to shadow libraries of pirated books, over copyright claims, representing ~5% of all takedown requests</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Ernesto Van der Sar / </span><span class="pub_name">TorrentFreak</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=da4b192cc4&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Insiders detail how Nepal's Gen Z protests, born on Discord servers, TikTok feeds, and encrypted messaging apps, ended with an online poll to pick the new PM</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Tulsi Rauniyar / </span><span class="pub_name">Wired</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=bf776554b5&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">A profile of Chen Zhi, chair of Cambodian conglomerate Prince Holding Group, who the US and UK accused of laundering billions of dollars via online scam centers</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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