Sources: Anthropic is offering Blackstone a 10%+ yield to help finance Anthropic's $60B debt package to buy Google TPUs; Blackstone would invest $9B in the debtft.com2 min read
Alexandr Wang gave Meta its mojo back with launch of Muse, Muse Wonderchatgptiseatingtheworld.com1 min read
AI Industry Round-Up: Meta Muse Spark Open, OpenAI Arrest, and Anthropic Q3 Revenuerohanpaul.substack.com11 min read
Ben Horowitz reveals Amazon CEO Andy Jassy told him its AI compute is sold out beyond 2028, and s...x.com1 min read
Apple's new CEO keeps Chinese DRAM on the table as CXMT posts a sevenfold quartertheinference.org2 min read
Cloudflare Cut 20%. Atlassian Cut 10%, Mostly Engineers. Bending Spoons Cuts Up to 75%. All Three Are Growing Faster or Earning More. So How Lean Can B2B Teams Really Get?saastr.com8 min read
Anthropic can walk from $84.5 billion of SpaceX compute on 90 days' notice; the stock is at 103 times salestheinference.org5 min read
OpenAI paid Microsoft to scrape news in secret. Meta's fine print prices it at zerotheinference.org2 min read
MITRE Rated Eight Enterprise Technologies on Post-Quantum Readiness. Key Exchange Is in General Release in Five, Signatures in Two.postquantum.com12 min read
Grounding AI agents in biological reality: Building blocks for autonomous wet labsresearch.google7 min read
Google is building humanoid robots, hiring Boston Dynamics' ex-CTO for a 35,000-square-foot Massachusetts labtheinference.org2 min read
Coinbase, Which Says It Holds About 12% of All Bitcoin, Sets Out What It Needs From Bitcoin’s Post-Quantum Signatures. Its Request for Multi-Party Signing Is the Hardest to Meet.postquantum.com16 min read
FCC lets Starlink sell phone service without carriers; BofA says a 10% shift costs Apple $6 billiontheinference.org3 min read
New 4,300-mile-long internet cable will shuttle data along the ocean floor at 1 million gigabits per secondlivescience.com2 min read
onsemi fixed $123 a share for Synaptics, then Google's chip widened what that price buystheinference.org2 min read
Intel and Qualcomm are reported in talks for Tenstorrent worth up to $10 billiontheinference.org2 min read