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LSEG agrees to acquire Octus, an NY-based provider of credit intelligence, data, and workflow software, from Permira and Octus' management for $3.54B in cash (Dominic Chopping/Wall Street Journal)
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A look at Meta's role in Brazil's runoff, where Lula da Silva alleges Meta restricts his content and a court ordered it not to interfere; Meta cites glitches (Augusta Saraiva/Bloomberg)
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Outside of tech there has been no financial payoff to US companies for using AI, now viewed as a margin-hurting cost center, as VC-backed firms burn more tokens (Torsten Slok/Apollo Global Management)
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Source: Replit recently moved most AI spend from Anthropic to OpenAI, which gave 30%+ off in a deal worth $100M+/year, after Anthropic discontinued its discount (The Information)
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A look at Alpha School, a network of private schools that claims to teach kids 2x as fast using AI; data shows ~50% of K-8 students missed this goal in math (Dana Goldstein/New York Times)
Dana Goldstein / New York Times : A look at Alpha School, a network of private schools that claims to teach kids 2x as…
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An interview with Ciena CEO Gary Smith, a veteran of the 2001 telecoms crash, on AI demand outpacing supply for Ciena's optical networking chips, and more (Steven Rosenbush/Wall Street Journal)
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Block unveils Dessa, a "true speech-to-speech" AI model trained on "nothing but human conversation" that it says runs locally on a MacBook Pro M4 Max or better (Jay Peters/The Verge)
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Ukraine says Starshield was working normally again on Saturday morning; US officials said Trump asked Elon Musk to restore the service (Wall Street Journal)
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Inside Meta's law enforcement outreach team, which uses AI and human reviewers to analyze social media posts, aiming to prevent threats like school shootings (Rachel Monroe/New Yorker)
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A look at OpenAI's Project Daybreak, which lets vetted partners use its top hacking models to find and fix vulnerabilities and helped uncover PHP2Shell RCE bugs (Thomas Brewster/Forbes)
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The PHP Foundation, which coordinated fixes for two critical PHP flaws, operates on a shoestring budget with one full-time staff member and 14 contractors (Toby Sterling/Reuters)
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Google updates its privacy policy to clarify it could use data shared via Personal Intelligence from connected apps, including Gmail and Photos, to target ads (Shimul Sood/Android Authority)
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Andy Jassy says AWS capacity for 2027 is "largely sold out" and a "good chunk" of 2028 capacity is also sold, though AWS reserves some capacity for on-demand (Catherine Perloff/The Information)
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The UK plans to invest £100M to create the AI Biosecurity Lab to boost defenses against biological threats, supported by OpenAI, Anthropic, and Google DeepMind (Liv McMahon/BBC)
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OpenAI says it built an "offline world" from cached web content to train isolated frontier models to browse, search for information, and use web apps (OpenAI)
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Utopai, an AI film studio that says it has more than 20 projects in the works, raised $60M at a $1B valuation (Rocket Drew/The Information)
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Memo: Helen Chiang, Xbox's first COO, is leaving Microsoft on October 23, just months after the role was created; she spent 21 years at the company (Tom Warren/The Verge)
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Mave, which is developing an AI-driven tool to automate security investigations, raised a $28M Series A led by Red Dot, bringing its total funding to $34M (Meir Orbach/CTech)
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Sources: Instacart, currently valued at $12B, is in talks to sell itself and held preliminary conversations with DoorDash and Uber (The Information)
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OpenAI says it is cutting off internet access for its most capable AI models during training until adequate safeguards are in place to mitigate online actions (Rachel Metz/Bloomberg)
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Moonshot says it removed cyber-related data from training phases for Kimi K3.1 Pro "to reduce potential misuse risk while preserving general usefulness" (Matthias Bastian/The Decoder)
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Artificial Analysis says Kimi K3.1 Pro lands 4th on its Intelligence Index, behind only Opus 5.5 (max), Sonnet 5.5 (max), and Muse Wonder Full (max) (@artificialanlys)
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Global PC shipments fell 21% YoY in Q3 to 57M units, as memory and other costs pushed prices up; Lenovo retained its market leadership despite a 23% decline (Minsoo Kang/Counterpoint Research)
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Iranian security officials say the country has detailed plans to target undersea communications cables in the Gulf if the US and Israel attack Iran again (Reuters)
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Kimi unveils K3.1 Pro, a 3T-class open-weight model with a 1M-token context window, and K3.1 Pro Highspeed, with full weights to be released by November 4 (Kimi)
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Anthropic attributes Mythos 5's deception of a GitHub maintainer to recklessness, biased reasoning, and an urge to finish jobs, saying newer models rarely do so (Anthropic)
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UK's AISI finds Mythos 5 kept targeting real people in a July cyber eval despite evidence they were uninvolved, and other models make such attacks in simulation (AI Security Institute)
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Sources: Kalshi is targeting a December rollout for exchange-traded futures contracts tracking US inflation, rivaling exchanges like CME and ICE (Greg Ritchie/Bloomberg)
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Source: Shein has agreed to pay $100M, equivalent to 44% of its Q2 profit, to settle a US FTC investigation over delivery delays and other customer complaints (Reuters)
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OpenAI makes Decisions API, its Jev competitor, generally available with new voice and visual modalities, at $0.10/1M input tokens and no output-token charges (Tim Fernholz/TechCrunch)
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Pathos AI, which uses AI to develop oncology drugs, raised a $237M Series E at a $3B post-money valuation, up from a $1.6B valuation in May 2025 (Katherine Davis/Axios)
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An interview with Intel's leadership, including CTO Pushkar Ranade, on AI chip demand, lessons from 10nm, whether Intel can catch up to TSMC, Terafab, and more (Dwarkesh Patel/Dwarkesh Podcast)
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Sources: Anthropic and London-based PE firm Hg agree to launch a consultancy by the end of 2026 to embed AI consultants and engineers into European businesses (Financial Times)
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Greece's parliament passes a bill to ban social media platforms for children under 15 from 2027 and gives companies two months to verify users' ages (Angeliki Koutantou/Reuters)
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Anthropic says it partnered with Theorem to use Claude to formally prove security properties at the assembly level across 100+ real-world open-source libraries (Anthropic)
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Oura sues Indian smart ring rival Ultrahuman again to block US sales of Ring Pro, months after a redesign helped Ultrahuman return following an import ban (Jagmeet Singh/TechCrunch)
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Chinese state media: DeepSeek and MiniMax completed registration and won approval to open-source and deploy AI models overseas under proposed export controls (Bloomberg)
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SK Hynix says its SSD subsidiary Solidigm has halted a review of a potential US IPO to fund a new US chip fab, citing "market conditions and share price trends" (P.R. Venkat/Wall Street Journal)
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SK Telecom unit SK Hyper is in talks with tech firms and investors to finance 15GW of data center capacity in South Korea by 2035; the first 5GW will cost $350B (Bloomberg)
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Spotify confirms it is rolling out a new family plan verification method requiring members to scan QR codes on plan managers' phones within seven days of notice (Sarah Perez/TechCrunch)
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US Treasury proposes rules tightening restrictions on US investments in areas including AI and supercomputing in China, Russia, and other "countries of concern" (Associated Press)
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An interview with Ondřej Surý, a volunteer who maintains PHP and automates its patches, about his role in fixing two critical PHP security vulnerabilities (Charlie Warzel/The Atlantic)
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German energy company PreussenElektra says it is working with Nvidia to assess whether the country's idle nuclear plants could be turned into data centers (Eva Brendel/Bloomberg)
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a16z rebrands a16z Crypto as a16z Frontier and expands the fund's scope to back startups developing AI, robotics, and other emerging technologies (Camila Grigera Naón/Fortune)
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Sources: OpenAI has cut its valuation target to $1.25T, down from the $1.4T valuation it pitched earlier this month, after facing resistance from some investors (Financial Times)
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Sources: SpaceX is in talks with at least one major cellular infrastructure firm to secure a minimum of 80K US cell sites, as it eyes a wireless carrier launch (Kelcee Griffis/Bloomberg)
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Anthropic donates the Agent Skills open standard to the Agentic AI Foundation and says 70+ platforms have integrated it, after donating MCP to the AAIF in 2025 (Anthropic)
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Sources: OpenAI nears an up to $30B round led by investors from the UAE and Coatue at a $1.25T pre-money valuation, as an "opportunistic" bridge ahead of an IPO (Kate Rooney/CNBC)
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Canva launches Craft, its first image generation model, trained on human-designed templates, available to all users, with plans to support third-party chatbots (Ivan Mehta/TechCrunch)
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