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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: Meta Chief AI Scientist Yann LeCun plans to leave Meta in the coming months to found his own startup; a source says he is in early talks to r</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=fb4dda5f07&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=0d3891356b&e=06cea4a9e4" style="text-decoration: none;color: #004860;">Web Summit (day 3)</a>; </span>
<span class="event"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=289110ae19&e=06cea4a9e4" style="text-decoration: none;color: #004860;">Earnings: CSCO, Foxconn, CRCL, GFS</a>; </span>
<span class="event"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=cd0d2244f8&e=06cea4a9e4" style="text-decoration: none;color: #004860;">Cerebral Valley AI Summit</a>; </span>
<span class="event"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=6b2bbd48f7&e=06cea4a9e4" style="text-decoration: none;color: #004860;">Cardano Summit</a>; </span>
<span class="event"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=1606047598&e=06cea4a9e4" style="text-decoration: none;color: #004860;">GamesBeat NEXT</a>; </span>
<span class="event"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=e5076b7a33&e=06cea4a9e4" style="text-decoration: none;color: #004860;">Singapore Fintech Festival</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=acac79bea9&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Sources: Meta Chief AI Scientist Yann LeCun plans to leave Meta in the coming months to found his own startup; a source says he is in early talks to raise funds</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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<span class="excerpt">Turing Award winner seeks to depart as Mark Zuckerberg makes ‘superintelligence’ push</span>
<span class="cite">(Financial Times)</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=6e1bded08e&e=06cea4a9e4" style="text-decoration: none;color: black;">@deedydas:</a>
<a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=4fa7782e31&e=06cea4a9e4" style="text-decoration: none;color: black;">Meta's AI org is in disarray. First Soumitra Chintala, the inventor of PyTorch leaves. Now Yann LeCun, their AI head leaves. They have $600B in compute commits until 2028, but I guess it's up to Alex Wang and Nat Friedman to deliver.</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=f6d953926d&e=06cea4a9e4" style="text-decoration: none;color: black;">@corry_wang:</a>
<a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=a07e9031ee&e=06cea4a9e4" style="text-decoration: none;color: black;">1/ If I had a nickel for every time Mark Zuckerberg blew a few billion dollars trying to hire a team of star researchers to build a second place frontier AI research lab, I'd have two nickels. Which isn't a lot, but it's weird that it happened twice [image]</a>
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<img class="tweet_image" width="12" src="https://techmeme.com/img/twitter_x.png" style="width: 12px;">
<a class="tweet_cite" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=1e2ef26b9c&e=06cea4a9e4" style="text-decoration: none;color: black;">@yuchenj_uw:</a>
<a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=16c8247a3c&e=06cea4a9e4" style="text-decoration: none;color: black;">Yann LeCun is finally leaving Meta. An outcome that is inevitable after Zuck spent $15B to acquire Alexandr Wang and made Yann report to him. OpenAI's LLMs and ChatGPT have made Zuck panic. Llama 4 flopped, and Yann never believed in LLM-to-AGI. Zuck's patience ran out. Years later, Zuck might buy Yann back at a crazy price, just like Google did with Noam.</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=8db24914c2&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">SoftBank sold its entire Nvidia stake, or ~32M shares, in October for $5.8B and part of its T-Mobile stake for $9.2B, boosting Q2 profit to $16.2B, above est.</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">David Keohane / </span><span class="pub_name">Financial Times</span>)</span>
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<span class="excerpt">Net profit doubles to $16bn on gains from OpenAI and PayPay holdings</span>
<span class="cite">(David Keohane / Financial Times)</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=74ea3dc96e&e=06cea4a9e4" style="text-decoration: none;color: black;">@netcapgirl:</a>
<a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=d13abbebe0&e=06cea4a9e4" style="text-decoration: none;color: black;">softbank is selling its nvidia stake to fund companies whose main expense is buying from nvidia? [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=114955f725&e=06cea4a9e4" style="text-decoration: none;color: black;">@pitdesi:</a>
<a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=081cde93a7&e=06cea4a9e4" style="text-decoration: none;color: black;">Last time SoftBank sold Nvidia was in 2019... they owned 4.9% of the company and sold it for $5.8B. If they had held on, it would be worth $232B, would have been by far the most profitable trade SoftBank had ever made.</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=45d5156916&e=06cea4a9e4" style="text-decoration: none;color: black;">@pelstrom:</a>
<a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=db358ab12a&e=06cea4a9e4" style="text-decoration: none;color: black;">SoftBank is spooking investors today with the sale of its entire stake in Nvidia for about $6 billion. So is Son getting worried about the AI boom? That's not what's happening. The company needs more cash so it can make its own ambitious AI investments. </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=c7b49c8704&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">AMD CEO Lisa Su says AMD's annual revenue growth will average more than 35% and AI data center revenue growth will average 80% over the next three to five years</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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<span class="excerpt">Advanced Micro Devices Inc., Nvidia Corp.'s nearest rival in AI chips … </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=11ef3f749d&e=06cea4a9e4" style="text-decoration: none;color: black;">@kristinaparts:</a>
<a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=a96d2c033e&e=06cea4a9e4" style="text-decoration: none;color: black;">AMD CEO clarifies $1T TAM (up from $500B earlier this year): this is a silicon opportunity that includes GPUs, the HBM memory that goes with them, CPUs, and the scale-up networking we service. It does not include scale-out networking and switches. $AMD</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=940c248302&e=06cea4a9e4" style="text-decoration: none;color: black;">@patrickmoorhead:</a>
<a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=e9c36e7af8&e=06cea4a9e4" style="text-decoration: none;color: black;">Here ARE the $AMD money slides. Looks like an aggressive long-term financial model at analyst day: - 35% revenue CAGR (vs. 25-30% Street consensus) - 55-58% gross margins - 35% operating margins (from 24% non-GAAP today) - ~25% FCF margins (nearly 2x current) - >$20 EPS (vs. $15-18 BofA estimate for 2030) ... At 60x forward P/E, the market was already pricing this in. Now AMD has to deliver 5-6x EPS growth while competing against $NVDA entrenched position in rack-scale systems.</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=d28fba707e&e=06cea4a9e4" style="text-decoration: none;color: black;">@theaustinlyons:</a>
<a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=a576c36cf4&e=06cea4a9e4" style="text-decoration: none;color: black;">What happens to CPU market? Up until this year there was a thesis that GPUs would take CPU workloads. What we've seen this year is the opposite. As more AI has deployed in the cloud and enterprises, *CPU demand is accelerating*. It's now a consistent trend we're seeing now with multiple customers both cloud and enterprise.</a>
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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=a515a4c667&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Sony reports Q2 revenue up 5% YoY to ~$20.3B, net profit up 7% to ~$2.02B, above est., raises FY operating profit forecast by 8% to ~$9.3B; shares close up 5.5%</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Kosaku Narioka / </span><span class="pub_name">Wall Street Journal</span>)</span>
</td>
</tr>
</table>
<table class="clustered_items" style="border-collapse: collapse;">
<tr><td style="padding:0px 10px 0 32px;">
<ul style="padding:0px 10px 0px 0px;">
<li class="sub_item" style="margin:10px 0 0;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=bc5cf9df25&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Sony says PlayStation 5 has sold a total of 84.2M units since launch, including 3.9M units sold in Q2, up from 3.8M a year ago</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Steve Dent / </span><span class="pub_name">Engadget</span>)</span>
</li>
<li class="sub_item" style="margin:10px 0 0;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=ec31af11ef&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Sony unveils a cheaper, Japan-only PlayStation 5 Digital Edition for ~$350, a ~25% discount, following a similar move by Nintendo with the Switch 2</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<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=fb35f812e0&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Apple and Japanese fashion house Issey Miyake launch the $150+ iPhone Pocket, a 3D-knitted fabric accessory, in Apple's first fashion deal since Hermès' in 2015</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">Vogue</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=da66e21c7d&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Sources: Apple may add a second camera to the next iPhone Air, possibly set for spring 2027 alongside the iPhone 18 and iPhone 18e, to address user complaints</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=ff7629326d&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Google unveils Private AI Compute, a cloud platform providing a “secure, fortified space” to run AI tools on devices, similar to Apple's Private Cloud Compute</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Robert Hart / </span><span class="pub_name">The Verge</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=f2729e6b61&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Docs: Anthropic expects to break even in 2028, while OpenAI projects ~$74B in operating losses, or ~75% of revenue, that year before turning a profit in 2030</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=076cf46fad&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Microsoft AI CEO Mustafa Suleyman says his new superintelligence team will build “frontier-grade research capability” and Microsoft needs AI self-sufficiency</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Ashley Stewart / </span><span class="pub_name">Business Insider</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=f38e1b041e&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Samsung rolls out its Vision AI Companion, a generative AI-powered upgrade to its Bixby assistant, across its 2025 TV lineup, with support for 10 languages</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=41347f8e0d&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">How China ramped up its AI development from spring 2024 to catch the US, including via relaxed regulations, huge government funding, and a domestic chip focus</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=b109a29cbc&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Matthew McConaughey and Michael Caine partner with ElevenLabs to create AI versions of their voices for its Iconic Voice Marketplace; McConaughey also invests</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Todd Spangler / </span><span class="pub_name">Variety</span>)</span>
</td>
</tr>
</table>
</div>
</div>
<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=5e07cc367b&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Microsoft says it will spend $10B to build a data center park in Sines, Portugal, in partnership with Portuguese developer Start Campus and UK startup Nscale</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Henrique Almeida / </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=4e07469003&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Source: Blue Owl's Digital Infrastructure funds invested ~$3B in a New Mexico-based Stargate data center, set to consume 4.5GW, as Blue Owl ramps up its AI bet</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Miles Kruppa / </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=be711141ae&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">An investor group and AI developer Voltai plan to use AI to design, build, and run a 3GW data center in South Korea, set to cost up to $35B and open in 2028</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Jiyoung Sohn / </span><span class="pub_name">Wall Street Journal</span>)</span>
</td>
</tr>
</table>
</div>
<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story">
<table class="leading_item" style="border-collapse: collapse;">
<tr>
<td style="padding:5px 10px 0;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=8af00e530e&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">CoreWeave closed down 16% after its CEO admitted delays at a data center developer that Jim Cramer implied may be Core Scientific; CORZ closed down 10%</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Ashley Capoot / </span><span class="pub_name">CNBC</span>)</span>
</td>
</tr>
</table>
</div>
</div>
<div class="section" style="margin-top: 12px;">
<div class="section_header uppercase" style="border-bottom: 3px solid #004860;letter-spacing: 1px;color: #004860;font-weight: bold;padding: 4px 10px;text-transform: uppercase;">
Litigation
</div>
<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="first_in_section story">
<table class="leading_item" style="border-collapse: collapse;">
<tr>
<td style="padding:5px 10px 0;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=4bc05b7ad0&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">A Munich court sides with Germany's music rights society GEMA in a case against OpenAI, saying OpenAI can't use song lyrics without a license; OpenAI can appeal</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=6d5e308b99&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">A Danish court sentences a man for sharing 347+ copyrighted nude scenes on Reddit featuring 100+ actresses and 25TB+ of pirated content via a torrent tracker</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>
</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=c5efe46fdd&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">A UK judge sentences a Chinese woman to 11 years and 8 months in prison for laundering bitcoin linked to a $5.6B investment scheme in which UK seized 61K BTC</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Upmanyu Trivedi / </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=9acaadc1ee&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Coinbase confirms that it has called off acquisition talks with stablecoin infra startup BVNK; reports previously put the acquisition price around $2B</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Ben Weiss / </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=ba4e75e968&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">SoFi launches SoFi Crypto, saying it's the first nationally chartered bank in the US to offer crypto trading to consumers</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">James Hunt / </span><span class="pub_name">The Block</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=39b3bc4aec&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">China says the December 2020 theft of 127,272 BTC, now worth ~$13B, from Chinese mining pool LuBian is likely a “state-level hacker operation” led by the US</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">Bloomberg</span>)</span>
</td>
</tr>
</table>
</div>
</div>
<div class="section" style="margin-top: 12px;">
<div class="section_header uppercase" style="border-bottom: 3px solid #004860;letter-spacing: 1px;color: #004860;font-weight: bold;padding: 4px 10px;text-transform: uppercase;">
Streaming
</div>
<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="first_in_section story">
<table class="leading_item" style="border-collapse: collapse;">
<tr>
<td style="padding:5px 10px 0;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=3092379121&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Amazon says ads on Prime Video reach 315M viewers across its series and films, live sports and events, and free, ad-supported live channels</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Dade Hayes / </span><span class="pub_name">Deadline</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=298617e9cb&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">How US-based ACE, led by the MPA, took down illegal sports streamer Streameast, which had 136M global users per month, £4.9M in ad revenue, and ~£150K in crypto</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Adam Leventhal / </span><span class="pub_name">The Athletic</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=b32fd442ca&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Nebius signs a ~$3B, five-year deal to provide Meta with AI infrastructure and reports a $100.4M net loss in Q3, up from $39.7M in Q3 2024; NBIS is up 250%+ YTD</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>
</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=58ca6df5d4&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Sea reports Q3 revenue up 38% YoY to $6B, above $5.65B est., a $375M net income, below $433M est., and Shopee revenue up 35% YoY to $4.3B and GMV up 28% YoY</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>
</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=a825f6c73f&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Amsterdam-based Wonderful, which helps companies manage client-facing AI agents across voice, chat, and email in any language, raised $100M at a $700M valuation</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Steven Scheer / </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=a5838a8fe1&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Lighter, which operates an Ethereum Layer 2 network and a decentralized exchange to support perpetual futures contracts, raised $68M at a ~$1.5B valuation</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Ben Weiss / </span><span class="pub_name">Fortune</span>)</span>
</td>
</tr>
</table>
</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=1bda8ec497&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Bengaluru-based digital lending startup Finnable raised about $28.19M in August 2025 co-led by Z47 and TVS Capital, bringing its total raised to about $60.9M</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Alenjith K Johny / </span><span class="pub_name">The Economic Times</span>)</span>
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<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=29b5b5ce4b&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Google rolls out Nano Banana image editing upgrades in Photos, including a “help me edit” feature that lets users make edits using text or voice prompts</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Elyse Betters Picaro / </span><span class="pub_name">ZDNET</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=891726ef6b&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Google unveils new features for Pixel phones, including AI-powered notification summaries, notification prioritization, and AI photo edits in Messages</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Ivan Mehta / </span><span class="pub_name">TechCrunch</span>)</span>
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<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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<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=ad3ae11e33&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Oura CEO Tom Hale says the Finnish smart ring startup expects “maybe close” to $2B in sales in 2026, is on track for $1B in 2025, and has “no news on an IPO”</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Tasmin Lockwood / </span><span class="pub_name">CNBC</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=a30e5d2f29&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Brave CBO Brian Brown says the company passed $100M in annualized revenue in Q1 and its browser had 100M MAUs as of September, up from 77M at the end of 2024</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Stephanie Palazzolo / </span><span class="pub_name">The Information</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=bb0190a3a7&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Threads adds new features for podcasters, as it tries to become the de facto place for people to talk about shows and engage with creators</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>
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<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=08a93b1fe7&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Q&A with Tim Berners-Lee on the future of the web, AI, his decentralization startup Inrupt and its open-source web protocol Solid, his new memoir, and more</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Nilay Patel / </span><span class="pub_name">The Verge</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=8c622f57f8&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Google, Temasek, and Bain: private funding for SE Asia's digital economy grew 15% YoY to $7.7B in the year to June, below 25% global growth and 2021's $27B peak</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Jun Yuan Yong / </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=9670654a89&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Sources: the EU plans to designate WhatsApp's Channels as a Very Large Online Platform under the DSA, meaning it must meet moderation and transparency standards</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Gian Volpicelli / </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=c07d618c55&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">The UK proposes laws to protect public services from cyberattacks, including regulating companies providing services to private and public sector organizations</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Catarina Demony / </span><span class="pub_name">Reuters</span>)</span>
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