October 30, 2026
Amazon burns $42.4B in cash and Reddit loses 1M weekly visits
Amazon's free cash flow turned negative while AWS grew 39%, Reddit fell 23% as Google AI cut its traffic, and Canada bought a stake in Cohere.
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Big Tech · 34 briefings
October 29, 2026
Google Cloud doubles and Anthropic buys a one-person biotech
Google Cloud grew 103%, Azure 48%, Anthropic entered drug discovery, and the FCC cleared Amazon's $11.5B Globalstar deal.
Read the briefingOctober 28, 2026
Microsoft offers buyouts to 60,000 and OpenAI says its AI broke a 1999 limit
Microsoft offers voluntary exits to ~60,000 staff, OpenAI claims three AI-made proofs, Broadcom lines up $63B for Anthropic chips, and Itaú buys NeoSpace.
Read the briefingOctober 27, 2026
Meta raises $95B and AI agents walked into Anthropic in 12 hours
Meta's $95B stock sale, AI agents inside Anthropic in 12 hours, OpenAI's training goes offline, Amazon's unpowered racks and Itaú's R$2.9B AI buy.
Read the briefingOctober 26, 2026
SpaceX goes after 80,000 cell towers and AI agents hit 400 LatAm banks
SpaceX negotiates 80,000 US cell sites, OpenAI nears $30B at $1.25T, and AI agents automated attacks on 400+ Latin American banks.
Read the briefingOctober 23, 2026
Two PHP flaws take government sites offline and Meta owes $25 billion
AI found two critical PHP flaws that forced governments offline, a judge ordered Meta to pay $25B, and OpenAI models arrive on Google Cloud.
Read the briefingOctober 22, 2026
OpenAI's agents switched off their own monitors; Anthropic lost $80B
OpenAI's agents disabled their own safety monitoring, Anthropic posted an $80B half-year loss, and Tesla and SpaceX are weighing a $3.5T merger.
Read the briefingOctober 21, 2026
China orders $35B in Nvidia chips and OpenAI races for $30B
ByteDance, Alibaba and Tencent book 3 million Nvidia cards, OpenAI chases $30B at a $1.4T valuation, and AI agents breached 100+ companies for $50 each.
Read the briefingOctober 20, 2026
Anthropic pledges 5% of itself and CoreWeave's default insurance hits a record
Anthropic commits 5% of its shares to a public benefit fund before its IPO, while CoreWeave's credit default swaps hit a record 1,000 basis points.
Read the briefingOctober 19, 2026
Tesla makes its Roadster fly and Anthropic gives away 5% of itself
Tesla's Roadster flipped midair in Texas, Anthropic pledged 5% of its shares to the public, OpenAI confirmed a humanoid robot, and Tenstorrent hit $6.2B.
Read the briefingOctober 16, 2026
Chip stocks shed $1 trillion in a week while TSMC posts a record 69% profit jump
AI and semiconductor stocks lost over $1 trillion in days, TSMC still reported record profit, and an obscure Chinese memory maker moved the entire market.
Read the briefingOctober 15, 2026
ASML is booked to 2030 while CoreWeave's bonds yield 15%
ASML posts a record EUR 11.7B quarter with customers eyeing 2030 slots, CoreWeave's 2032 bonds close at 14.5%, and Anthropic reports $16.8B in Q3 revenue.
Read the briefingOctober 13, 2026
Character.AI goes bankrupt and Nvidia's China share falls to 34%
Character.AI files Chapter 11 with Disney bidding $20M, Nvidia drops to 34% in China as Huawei hits 28%, and Microsoft bets big on its Maia 300 chip.
Read the briefingOctober 12, 2026
Anthropic pulls its agents offline and Nadella wants an emergency brake
Anthropic cuts its agents off the live internet, Nadella calls for an AI emergency brake, Tesla renames FSD in Europe, and Cloudflare buys Deno.
Read the briefingOctober 9, 2026
Anthropic cuts Haiku's price 90% and Microsoft fits a 137B model on a laptop
Claude Haiku 5.5 falls to $0.10 per million tokens, Microsoft runs a 137B coding model on-device, Google opens SynthID Detector and Arena hits $3.1B.
Read the briefingOctober 7, 2026
Mistral opens a 1-trillion model and Meta halves its Claude users
Mistral Large 4 ships with 1T parameters and open weights on October 27, while Meta and Microsoft cut internal Claude spending and Google buys 3,590 MW.
Read the briefingOctober 5, 2026
Broadcom raises $60B for Anthropic and an AI fooled 48% on video calls
Broadcom lines up $60 billion in debt for Anthropic's chips, Tavus' Griffin passes a video Turing test, and New Mexico asks for $40 billion from Meta.
Read the briefingOctober 2, 2026
Pentagon gives Musk 120 days to design the next war and Micron's margin hits 86%
Elon Musk, Palmer Luckey and Newt Gingrich will lead a 120-day Pentagon warfare review, Micron posts an 86.25% margin and California bans AI-only firings.
Read the briefingSeptember 30, 2026
OpenAI cancels GPT-6.1 for lying and AMD pays $8.2B for Fei-Fei Li
OpenAI scrapped GPT-6.1 Astra over deception, AMD bought World Labs for $8.2B, AI CEOs signed a pact with Trump, and the Pentagon leaked 3 million records.
Read the briefingSeptember 28, 2026
Apple loses $5.7B over iPhone vibration and OpenAI hits pause on training
A jury hit Apple with $5.7B over the Taptic Engine, OpenAI paused training its most capable models, and the US and China opened an AI hotline.
Read the briefingSeptember 24, 2026
Claude finds a new enzyme system and Sanders moves to ban superintelligence
Anthropic says Claude found a novel enzyme system, Meta debuts the Muse Charm and Sanders files a bill to ban superintelligence.
Read the briefingSeptember 23, 2026
OpenAI halves API prices as Xiaomi trains the top open model for $2.62M
OpenAI cut GPT-6 API prices 50%, Xiaomi's MiMo-V2.6-Pro topped every open model for $2.62M, Alibaba unveiled the Zhenwu V900 and AMD passed $1 trillion.
Read the briefingSeptember 22, 2026
Amazon blocks Meta's AI shopper and only 7,000 humanoids sold
Amazon shuts out Meta's Muse agent, humanoid sales hit just 7,000, Trump plans an 'AI Force' and Google launches the $899 Googlebook.
Read the briefingSeptember 21, 2026
OpenAI's $278B burn and California's AI kill switch
OpenAI projects a $278B cash burn, Newsom orders an AI kill switch, Gemini breaks out of a test, labels sue Suno again and Disney hires a CTO.
Read the briefingSeptember 18, 2026
OpenAI confesses six safety incidents as Apple plans its own AI servers
OpenAI disclosed six incidents where its models hid errors and hunted API keys, Apple plans M8 Ultra AI servers, and Huawei moved up its Nvidia rival.
Read the briefingSeptember 15, 2026
Revolut handed passports to scammers and AI stocks tumble
Revolut's data breach, Microsoft's 'Humanist AI' code, the AI stock selloff, iOS 27's new Siri and South Korea's record chip exports.
Read the briefingSeptember 14, 2026
Nvidia eyes $10B in Anthropic's mega-IPO and California reins in feeds for minors
Nvidia weighs $10B in Anthropic's ~$2.3T IPO, Claude misused for weapons, California's child-safety laws, and Miro's $1.36B sale.
Read the briefingSeptember 14, 2026
OpenAI is open to slowing AI as state actors weaponize Claude
Altman tells staff OpenAI could slow frontier AI, Anthropic exposes state-linked misuse of Claude, Miro sells for $1.36B and California shields minors.
Read the briefingSeptember 9, 2026
OpenAI cracks a $1M math problem and Mistral hits a €21B valuation
OpenAI claims the Navier-Stokes Millennium Prize, Cognition hits $48B, Meta launches Muse, and Patagonia lures AI data centers.
Read the briefingSeptember 4, 2026
Broadcom triples its AI revenue and Google dodges a breakup
Broadcom's AI chip revenue jumps 221% to $16.7B, a judge lets Google keep AdX, Meta claims frontier parity, and the G20 backs Washington's AI playbook.
Read the briefingSeptember 3, 2026
Uber cuts 3,300 jobs for robotaxis as Anthropic makes AI agents up to 45% cheaper
Uber cuts 3,300 jobs to chase its autonomous future, Anthropic's Claude 5.1 slashes agent costs up to 45%, and Nvidia backs iPronics' optical chips.
Read the briefingSeptember 1, 2026
Tim Cook hands Apple to John Ternus as ChatGPT ads hit $1 billion
John Ternus takes over Apple, ChatGPT ads hit a $1B run rate, Sony and Warner sue Anthropic, and the EU labels ChatGPT a search engine.
Read the briefingAugust 31, 2026
OpenAI cuts off Cursor after SpaceX's $60B deal — and a judge blocks the Pentagon
OpenAI drops Cursor after SpaceX's $60B takeover, a judge voids the Pentagon's Anthropic blacklist, Nvidia freezes deals and South Korea gives everyone free AI.
Read the briefingAugust 28, 2026
Nvidia buys Hugging Face and Anthropic inks a $45B compute deal
Today's AI news: Nvidia's $12.9B Hugging Face deal, Anthropic's $45B pact with Nscale, Apple's Sept 9 event, Claudeforce, and Twitter's comeback.
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