Sequoia 募集約 ~$10B 新基金，宣佈關閉 Arc 加速器及 Scouts 計劃並合併投資團隊
Sequoia raised ~$10B in new funds, and announces it is shutting down its Arc accelerator and Scouts program, merging its early-stage and growth teams, and more (Connie Loizos/TechCrunch)
Sequoia 募集約 ~$10B 新基金，並宣佈關閉 Arc 加速器及 Scouts 計劃。公司亦將早期投資與成長投資團隊合併，另有未具體列明的調整。
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Democratic gubernatorial wins from Texas and Georgia to Ohio and Pennsylvania are set to expose 50% of AI data center proposals to more scrutiny and pushback — Data center developers seeking to build dozens of sprawling artificial intelligence campuses across Texas were already dealing …
More:404 Media, CNBC, Reuters, Bloomberg Law, Wccftech, TheGamer, Forbes, TheEnergyMag, Disconnect, The American Bazaar, Techstrong IT, Commercial Observer, CoinDesk, and Yahoo Finance
X:@elonmusk, @reprobertgarcia, @edmarkey, @dylan522p, @sama, @deredleritt3r, @beffjezos, @jdcapelouto, @jherrerx, @lukeleisher, @captive_dreamer, @cremieuxrecueil, @nikitabier, @tszzl, @jdcapelouto, @austinahlman, @firstadopter, @kimmonismus, @adamkovac, @anothercohen, @pitdesi, @stanfordnyc, @beffjezos, @garymarcus, @jdcapelouto, @jdcapelouto, @jdcapelouto, @miles_brundage, @gaberivera, @jdcapelouto, @amesosaycnuc, @jdcapelouto, @tolstoybb, @jamieclimate, @cremieuxrecueil, @kimmonismus, @rob_flaherty, @jdcapelouto, @buccocapital, @graduatedben, @claydumas, @lilmoonlambo, @atlanticesque, @annmarie, @steve_yegge, @bradrcarson, @beffjezos, @poordart, @miles_brundage, @jdcapelouto, @_zeets, @cwamidon, and @drewpavlou.Mastodon:@josephcox@infosec.exchange.Truth Social:@realDonaldTrump …
Forums:Hacker News, r/technology, r/Futurology, r/Anticonsumption, r/politics, and r/USNEWS
More:
Jason Koebler / 404 Media:‘There Is One Fight’: American Voters Reject Tech Oligarchy
Sarah Min / CNBC:AI stocks slide as Texas governor result raises data center risks
Reuters:Crypto dips on Democrat midterm wins, Binance hack dent optimism
Bloomberg Law:Credit Traders Make Big Post-Midterm Bet on Data-Center Slowdown
Rohail Saleem / Wccftech:Elon Musk Says “Data Centers In Space Looking Pretty Appealing Right Now, As The Blue Wave In Texas Puts 10-15 GW Of Capacity At Risk
James Lucas / TheGamer:Sam Altman Now Says He Wants “You To Have So Much RAM”
Conor Murray / Forbes:Trump Loses $73 Million After Democratic Midterm Sweep As Trump Media Stock Plummets
Wolfie Zhao / TheEnergyMag:Cipher, Hut 8 Plunge as Texas Election Raises Data Center Risks
Paris Marx / Disconnect:US midterms delivered a blow to tech's AI ambitions
Nileena Sunil / The American Bazaar:Crypto rebounds after overnight losses as Democrats take control of Congress
Jon Swartz / Techstrong IT:AI Infrastructure Boom Faces Sudden Chill as Democratic Midterm Victories Signal Statewide Data Center Halts
Tom Acitelli / Commercial Observer:Community Benefits Agreements Can Build Trust in Data Center Development
CoinDesk:Elon Musk floats space data centers as Democratic sweep puts pressure on AI trade
Ines Ferré / Yahoo Finance:SpaceX, Tesla stocks sink as analyst warns Democrats' victory will create ‘major hurdles’ for AI build-out
X:
Elon Musk / @elonmusk:Data centers in space looking pretty appealing right now
Congressman Robert Garcia / @reprobertgarcia:LAWYER UP.
Ed Markey / @edmarkey:They are going to need to plant new forests for all of the subpoenas we'll be printing.
Dylan Patel / @dylan522p:I am now bullish space datacenters
Ram Altman / @sama:People should always be in control of the future. OpenAI is against the notion that it would be acceptable for people to be relegated to a role of doing things that “AI systems think makes sense to reward in humans
Prinz / @deredleritt3r:A few random non-partisan thoughts for tonight: - An uneasy coexistence has been developing between the U.S. political elites and the stewards of powerful AI. The technology is threatening, yet enticing. Politically messy, yet increasingly fueling the economy. These tensions exacerbate from her...
@beffjezos:If they fucking touch Elon it's absolute war.
J.D. Capelouto / @jdcapelouto:DEFIANCE, OH voters approved an amendment to ban data centers over 25 MW
Jack Herrera / @jherrerx:If you're curious about the vibes at Vivek Ramaswamy's watch party:
Luke / @lukeleisher:SpaceX is going to make so much fucking money by putting data centers in space.
@captive_dreamer:It's the Green new deal all over again (destroying domestic AI capability)
@cremieuxrecueil:TL;DR: Every single possible data center ban passed.
Nikita Bier / @nikitabier:does anyone remember how to code
Roon / @tszzl:@cremieuxrecueil Are you launching from America buddy?
J.D. Capelouto / @jdcapelouto:also not looking good for data centers in HUBBARD, OH, where a ban is leading 76-24 (Crane Data Centers had proposed a 300 MW data center there that the mayor has since said is dead)
Austin Ahlman / @austinahlman:Live televised trials of Big Tech executives when?
Tae Kim / @firstadopter:Re: Texas governor election. Let's take a deep breath. If companies ask for no subsidies, promise a ton of union jobs, and guarantee that water and electricity costs won't rise/plus add supply, data centers can be built under her governorship. This is directly from Gina's website:
@kimmonismus:This is incredibly bad news. Abdul El-Sayed wants to pause AI, while at the same time, almost every AI data center is being blocked by local communities. Folks fail to realize just how transformative AI is for humanity. It's a shame.
Adam Kovacevich / @adamkovac:Pro-Innovation House Democrats — candidates endorsed by @sliccardo's Innovation for Good PAC — have won 39 out of 40 races called so far. The new Congress is going to have a strong bench of pro-innovation Dems. https://www.samliccardo.com/ ...
Alex Cohen / @anothercohen:RIP AI it was fun while it lasted
Sheel Mohnot / @pitdesi:if data centers are harder to build short term: winners: Equinix/Digital Realty (scarcity) losers: Nvidia/AMD/Vertiv/Oracle (less buildout) long term: winners: Google/Amazon/Microsoft (moats), SpaceX (orbital?) losers: Ant/OpenAI/other AI startups (pricier compute) wdyt?
Bernard Stanford / @stanfordnyc:Republicans are going to have a terrible night, and the simple reason why is that Trump has put up perhaps the worst performance this term of any president in a century or more. Remember that he entered with an actual mandate: the House and Senate, a popular vote victory and a swing-state sweep,...
@beffjezos:The underground rebellion is just now beginning.
Gary Marcus / @garymarcus:Poor little rich boy who finds himself unable to completely control the universe is thinking about running away.
J.D. Capelouto / @jdcapelouto:in TRENTON, OH, a charter amendment to ban data centers over 25 MW passed 80-20 AWS is building a 250 MW data center there and had proposed a second ~600-acre campus on land the city tried to annex
J.D. Capelouto / @jdcapelouto:in EMPORIA, KS, a ban on high-impact data centers passed 60-40 (A 1,000-acre gigawatt-scale data center project was proposed there)
J.D. Capelouto / @jdcapelouto:in PERRY, OH, a measure requiring hyperscalers seeking tax breaks to post bonds and meet noise limits passed 87-13 (Province Group had proposed a 230-acre data center there; its tax incentives were dropped in July)
Miles Brundage / @miles_brundage:You better start learning frontier AI auditing legislation, buddy
Gabe Rivera / @gaberivera:> be tech moguls > hate biden regulations > whoa, trump can win! > give trump full bore support > “yes, he's lawless and divisive, but this time is different because he'll have us
J.D. Capelouto / @jdcapelouto:in one Ohio county, two villages passed charter amendments to ban data centers over 25 MW
@amesosaycnuc:I think we owe Zelenskyy a huge debt in bombing Russia data centers.
J.D. Capelouto / @jdcapelouto:in MADISON COUNTY, IL, voters in 4 townships rejected advisory questions on allowing data centers by wide margins Opponents of Cloverleaf Infrastructure's data center proposal in Granite City put the questions on the ballot
Rachel / @tolstoybb:Super Intelligence? It's called Transgender Intelligence now.
Jamie Henn / @jamieclimate:You thought it was a bad night for Republicans? Take a look at data centers.
@cremieuxrecueil:Data centers in space are an incredible idea and anyone who doubted them didn't think enough about tonight's election results.
@kimmonismus:It is alarming to see how much anti-AI sentiment is gaining traction, and deeply regrettable, too. With this technology, we have the potential to change everything for the better, forever. Yet, in the comments sections here, I find myself debating the most trivial matters, as if the majority still...
Rob Flaherty / @rob_flaherty:We go live to Silicon Valley
J.D. Capelouto / @jdcapelouto:in URBANA, OH, a charter amendment to ban data centers is leading 73-27 (Thor Equities, which planned a ~$1B data center campus there, is suing the city after the city enacted a 12-month emergency moratorium in March)
@buccocapital:How the All In podcast is gonna be talking next week
Dr. Ben Braddock / @graduatedben:Data center bans passed pretty much everywhere. I've been warning the GOP for years about what was going to happen politically if they didn't get a leash on the developers and I'm right once again.
Clay Dumas / @claydumas:Wow that was fast
@lilmoonlambo:Every data center in America is getting converted into a Somalian daycare tomorrow
@atlanticesque:The voters HATE data centers
Annmarie Hordern / @annmarie:In Texas, roughly 13 gigawatts of data center capacity — enough to power roughly 10 million homes at any given moment — is immediately exposed by Hinojosa's win, Gordon Johnson of GLJ Research said in a note late Tuesday. “Projects with power, permits and steel keep going,
Steve Yegge / @steve_yegge:I'm firmly in the camp that believes that AI will solve the world's problems long before things can get really bad along any timeline. Many of the world's most serious problems are due to an uneven distribution of education and, consequently, intelligence, across large parts of the world. But inte...
Brad Carson / @bradrcarson:So the 41 datacenter moratoria across the country are, I predict, going to go 41-0. In nearly every case it's about 67-80% opposing datacenters. True in California, Ohio, everywhere. Read all the results here: https://dashboard-production- c2fc.up.railway.app/
@beffjezos:This is basically Pearl Harbor for anti-AI psychological warfare from the CCP
Dart / @poordart:Every tech bro rn
Miles Brundage / @miles_brundage:Couple quick takes re: AI implications: - A big market correction seems plausible given the datacenter stuff, but companies will still find places to build, just a bit more expensively, so markets will recover eventually - More importantly, the average strength of partisan and bipartisan legislat...
J.D. Capelouto / @jdcapelouto:EDGEWATER, FL is on track to put a ban on new data centers in the city charter
Zito / @_zeets:We get to hook Sam Altman to a screen showing nothing but AI slop videos like they did Alex in A Clockwork Orange
Chris / @cwamidon:the funniest part about beff crowing about american politics dozens of times per day is that he isn't even an american lol lil bro can't even vote
Drew Pavlou / @drewpavlou:Chinese psy-op campaign against data center construction will probably go down in history as one of the most successful psy-ops ever
Mastodon:
Joseph Cox / @josephcox@infosec.exchange:Tuesday's election was a wholesale rejection of Silicon Valley's worldview and AI-powered kleptocracy. https://www.404media.co/...
Truth Social:
Donald J. Trump / @realDonaldTrump@truthsocial.com:I wasn't on the Ballot and if I was, we would have won IN A LANDSLIDE! Thank you for your attention to this matter. President DONALD J. TRUMP
Forums:
Hacker News:AI stocks slide as Texas governor result raises data center risks
r/technology:Ohio already has 125 local data center moratoriums. Early results from its 21 ballot measures on AI infrastructure have determined there will be more
r/Futurology:‘There Is One Fight’: American Voters Reject Tech Oligarchy
r/Anticonsumption:‘There Is One Fight’: American Voters Reject Tech Oligarchy
r/politics:‘There Is One Fight’: American Voters Reject Tech Oligarchy
r/USNEWS:‘There Is One Fight’: American Voters Reject Tech Oligarchy
Stephanie Findlay / Financial Times:
Democrat James Talarico defeats Ken Paxton to win Texas' first Democratic Senate seat in 30+ years; Elon Musk spent $47M+ backing Paxton and attacked Talarico — Billionaire had ploughed $47mn into bankrolling Republican Ken Paxton's campaign while fuelling conspiracy theories about his opponent
More:Wired, The Verge, Business Insider, Bloomberg, MarketWatch, Fortune, Inc.com, Electrek, Wall Street Journal, and Axios
X:@elonmusk, @elonmusk, @gator_gum, @wrbolen, @jamessurowiecki, @zacksjerryrig, @moreperfectus, @davidafrench, @lmcgaughy, @phl43, @lewis_goodall, @bcmerchant, @30gotnext, @cd_hooks, @benjysarlin, @noahpinion, @kirkpwatson, @brockm, @ewkewpid, @rloewe65, @gordonmckeemp, @lizwebstersbf, @mileslunn, @rshivshankar, @adamscochran, @harryjsisson, @jamestalarico, @aespolitics1, @mattbinder, @sjpeace, @genefortexas, @hewitson10, and @jessesingal
More:
Dell Cameron / Wired:Voters Set $400 Million of Elon Musk's Money on Fire
Gaby Del Valle / The Verge:Not even $200 million could help Elon Musk buy Texas
Brent D. Griffiths / Business Insider:Elon Musk's Texas-sized midterms failure
Bloomberg:A Democratic sweep of US Congress pulls down Asian tech stocks, as investors rethink trades built around Trump's policy agenda for AI infrastructure and crypto
William Gavin / MarketWatch:Tesla and SpaceX shares slide as Musk's political push falls flat
Sasha Rogelberg / Fortune:Ohio voters approved data center bans or restrictions in 14+ municipalities across 21 ballot measures, adding to the 125 local moratoriums already in the state
Brian Contreras / Inc.com:Elon Musk's Midterm Efforts Flopped. Now, His Stocks Are Taking a Hit Too
Jameson Dow / Electrek:What does a blue Texas sweep mean for Tesla, SpaceX & Elon Musk?
Wall Street Journal:Elon Musk's Big Texas Bet Fails to Pay Off
Nicole Cobler / Axios:Talarico flips Texas Senate seat, ending 38-year Democratic drought
X:
Elon Musk / @elonmusk:Guess my election-interfering space lasers didn't work this time 🤷♂️
Elon Musk / @elonmusk:Talarico will vote to trans your kids
@gator_gum:The James Talarico win is absolutely inspiring. He had to endure daily attacks. Lies. Misinformation... Musk spent hundreds of millions, and posted lie after lie. They absolutely attacked him in a disgusting manner. It was horrific. But, James Talarico fought through it all and showed the world...
Ross Bolen / @wrbolen:Elon Musk and Joe Rogan moved to Texas to escape liberal California and inadvertently turned Texas blue for the first time in 30 years 😂
James Surowiecki / @jamessurowiecki:No better example of how X has created a massive RW thought bubble than the fact that only three weeks ago Nick Sortor and Rhein Amacher convinced tons of people that Paxton was going to win in a walk because James Talarico had abandoned his campaign to go to a mental hospital.
@zacksjerryrig:I can't belive this didn't work.
@moreperfectus:BREAKING: James Talarico just won his Texas Senate race. The Democrat focused on fighting corruption, his faith, and winning power for working people in Washington. He also overcame hundreds of millions being spent against him, including $150 million from Elon Musk alone.
David French / @davidafrench:Stunning. Elon Musk lit an awful lot of money on fire.
Lauren McGaughy / @lmcgaughy:Here at Ken Paxton HQ, man in crowd yells “no!” as race called called for James Talarico. Then “Gloria” begins playing loudly on speakers.
Philippe Lemoine / @phl43:Money obviously matters in politics, but the fact that Musk spent so much money on elections in Texas yet it didn't prevent a blowout and it may even have made it worse should probably make people develop a more nuanced picture of how it matters.
Lewis Goodall / @lewis_goodall:Spare a thought for Elon Musk. Moves his business to Texas, his home, spends a quarter of a billion dollars and the Dems are going to take it all and regulate him anyway.
Brian Merchant / @bcmerchant:Elon Musk spent $212 million dollars on the Paxton race alone, mostly on running attack ads against Talarico.
Smiley / @30gotnext:I swear to God you got shooters for life
Christopher Hooks / @cd_hooks:Insanely, horribly bad night for Elon Musk, who not only wasted half a billion but will have a Congress who hates him and an entire texas state government who loathes him
Benjy Sarlin / @benjysarlin:Elon Musk moving to Texas to get away from Dems, becoming the biggest partisan megadonor in history, then spending around a half-billion dollars to have his own state go blue immediately in the next election — with data centers the top gov issue — is pretty impressive
Noah Smith / @noahpinion:Holy shit
Mayor Kirk Watson / @kirkpwatson:This is a bellwether moment. Voters have spoken. They're tired of partisan rhetoric. They're tired of empty promises and finger pointing. They want real solutions to real problems. Congratulations to my friend @jamestalarico. He will make Texans proud.
Mike Brock / @brockm:This is Musk's theory of politics in one screenshot. He has said “most humans have very limited firewalls, so are easily programmed.” So you don't argue. You repeat the line until it installs. Texas just told him how that works on actual people.
Frankie Steins Gay Uncle / @ewkewpid:elon musk waking up from his ketamine bender realizing he forgot to rig the election
Ray Loewe / @rloewe65:Interesting stat here - In Cameron County, Texas where Elon Musk's SpaceX is based, 69% of voters there went for James Talarico in the Senate race and 67% voted for Gina Hinojosa in the governor race. Ouch.
Gordon McKee MP / @gordonmckeemp:Simply incredible. I've followed his trajectory since before he announced his intention to become the Democratic candidate in Texas. It was always a long shot but now, a victory for the ages.
Liz Webster / @lizwebstersbf:🚨 ELON MUSK COULD NOT BUY TEXAS Musk poured $47 million into the Republican Senate campaign, used X to circulate conspiracy theories about James Talarico and amplified Trump's childish abuse. Republicans spent most of the staggering $430 million poured into this race. 🙌 And Texas still said NO...
Miles Lunn / @mileslunn:Good. Shows money cannot buy elections and that at end of day who has best ideas not who has largest bank account wins. That is how democracy is supposed to operate.
Rahul Shivshankar / @rshivshankar:Money doesn't make you boss, Elon. It's the people. ELON MUSK: THE BIGGEST LOSER OF THE U.S. MIDTERMS? Elon Musk suggested that Oligarchs rule countries becuse they have money. But the mid-terms showed him the mirror. 1. $450 MILLION DOWN THE DRAIN? Musk reportedly pumped more than $450 million int...
Adam Cochran / @adamscochran:DEMOCRATIC SENATOR JAMES TALARÍCO!
Harry Sisson / @harryjsisson:Elon Musk spent hundreds of millions trying to buy the Texas Senate seat and LOST. Talarico beat him AND Paxton. L BOZO😭🥀
James Talarico / @jamestalarico:Texas forever.
@aespolitics1:Elon Musk is probably trying to figure out how to kiss Senator James Talarico's ass.
Matt Binder / @mattbinder:arrest Elon Musk seize his factories nationalize SpaceX
@sjpeace:I'm crying 😂 Elon Musk pumped $445 million across republican campaigns, 190 million into Ken Paxton Campaign against James Talarico alone and he's losing by a million votes 💀😂😭
Gene Wu / @genefortexas:Congrats to @jamestalarico! Historic win, for all Texans! Let's go! #txlege
@hewitson10:What a beautiful morning. James Talarico taking Texas 🔥 He ran purely in the cost of living, not hate & sly tactics. Musk ploughed over $100m to campaign against this guy & republicans still lost for the first time since 1998
Jesse Singal / @jessesingal:It's unfair that this happened to Elon Musk, a guy who has always done the right thing and never tried to antagonize anyone
Nick Wingfield / The Information:
Texas elects Democrats for governor and the US Senate for the first time in decades, creating uncertainty for its booming AI data center sector and Elon Musk — Texas elected Democrats for governor and the U.S. Senate for the first time in decades, creating potential uncertainty …
More:PCMag, Business Insider, International Business Times, Semafor, Reuters, Motley Fool, Dallas Morning News, Barron's Online, American Prospect, Futurism, Yahoo Finance, Financial Times, Bisnow, ZeroHedge News, and Bloomberg
X:@intheassembly, @annaeconomist, @rabois, @wallstengine, @econoar, @jon_stokes, @infra_marginal, @firesidealpha, @biancoresearch, @biancoresearch, @beffjezos, @nprinskeep, @finfluentialx, @energy_tidbits, @thejefflutz, @kenkirtland17, @stocksavvyshay, @nextbigfuture, @zerohedge, @pythiar, @kimmaicutler, @firstadopter, @firstadopter, @mttjon, @jonahlupton, @asharma, @bindureddy, @shashj, @leoptrudel, @dudewhoinvests, @elliotturn, @tedhzhang, and @ramez.Truth Social:@realDonaldTrump …
More:
Michael Kan / PCMag:US Voters Reject AI Data Centers, Elon Musk Finds Solace in Orbital Alternative
Ben Shimkus / Business Insider:Elon Musk's ‘vote red’ post vanished after Election Day
Demian Bio / International Business Times:Musk's Midterm Bet Did Not Pay Off. His Companies' Stocks Are Plunging.
Shelly Banjo / Semafor:Business-friendly Texas flips: Democrats end nearly 40-year drought, winning Senate seat and governor's mansion
Reuters:Elon Musk's business empire braces for Democratic wave as Texas flips blue
Jonathan Ponciano / Motley Fool:Data Center Stocks Just Plunged After the Midterms. Is It Time to Buy the Dip?
Sarah Bahari / Dallas Morning News:Here's why Trump says Greg Abbott lost Texas governor's race
Al Root / Barron's Online:Tesla, SpaceX Stocks Are Down. It's the Midterms.
Ryan Cooper / American Prospect:Let's All Point and Laugh at Elon Musk
Victor Tangermann / Futurism:Elon Musk in Real Trouble After Humiliating Defeat
Ben Werschkul / Yahoo Finance:Democrats' victories in Texas laid bare voter unease over data centers — and signal new hurdles for the industry
Toby Nangle / Financial Times:The midterms have already cost Musk more than $60bn — and counting
Maddy McCarty / Bisnow:Texas Flips Blue, Putting Data Center Boom On Notice
Tyler Durden / ZeroHedge News:Tesla, SpaceX Tumble As Blue Wave Hits Texas, Putting Musk's Empire In Democrats' Crosshairs
Rick Green / Bloomberg:Democrats' Wins Threaten AI Trade and Data Center Boom
X:
@intheassembly:Almost nobody is connecting these two stories. Texas just elected a Democratic senator and governor. Texas is also where roughly 20% of America's data centers are supposed to get built. James Talarico ran on a six point data center crackdown. Repeal the sales tax exemption. Make large energy user...
Anna Wong / @annaeconomist:Why Texas really matters. It's set to overtake Virginia as the dominant states for data center. And much of the projects still in early stage (which means, they can be stopped). h/t Derrick Flakoll (BNEF). https://blinks.bloomberg.com/ ...
Keith Rabois / @rabois:Another reason to move to Miami.
@wallstengine:Gina Hinojosa may not be as bad for Texas data centers as it looks. Her plan asks for: no subsidies, union labor, no NDAs, and proof household power and water bills won't rise. Much of that is already underway: Amazon, Google, Meta, Microsoft, OpenAI, Oracle and xAI pledged in March to bring th...
Eric / @econoar:You panic sold for no reason. gg nextmap
Jon Stokes / @jon_stokes:Yes. Honestly, if I were running here in TX for some office then this is pretty much the datacenter platform I'd write for myself, given the state of play. It's quite reasonable.
@infra_marginal:50% (30GW) of all new 2028 data center capacity could be stopped after today's elections
@firesidealpha:Brad Gerstner says AI stocks reversed 5 to 10% overseas on the blue tsunami, with Nvidia down 2% and CoreWeave down 6% after hours, on fears a Hinojosa win in Texas brings a data-center moratorium
Jim Bianco / @biancoresearch:What I think is the biggest news from election night for markets: * A Democrat won the Texas governorship for the first time in decades. But Republicans still control the Texas House and Senate. * Texas will host 25% of all data centers coming online between now and 2030. * Incumbent Republican...
Jim Bianco / @biancoresearch:Nationwide, 30 ballot measures sought to restrict data center construction. Restrict is leading 29 to 1. These are non-binding measures, but given the size of the Democrats' victory, adding Texas governorship, and a 29 to 1 lead to restrict data centers, politicians that want to remain employed as...
@beffjezos:Time for an executive order to ban TikTok Time to take back the psychological warfare playing field
Steve Inskeep / @nprinskeep:Elon Musk moved from California to Texas in order to live in a red state, and wakes up this morning in what looks (for the moment) like a blue state.
@finfluentialx:Gina Hinojosa is looking like Texas' newest governor Here is her stance on data centre - If companies ask for no subsidies, promise a ton of union jobs, and guarantee that water and electricity costs won't rise/plus add supply, data centers can be built under her governorship
Dan Tsubouchi / @energy_tidbits:Here is Texas Governor-elect Gina Hinojosa's clear data center stance.
Jeff Lutz / @thejefflutz:Most of this is already being done. Agree people need to take a deep breath. These newly elected leaders need to govern in a way that is good for their people, jobs, their local economies , and allows them to stay in power
Ken Kirtland IV / @kenkirtland17:With the money Musk lit on fire in Texas he could've developed a standard payload bay for Starship.
Shay Boloor / @stocksavvyshay:Elon Musk just said “data centers in space looking pretty appealing right now” after Democrats flipped both Texas governorship and its U.S. Senate seat. Incoming Governor Gina Hinojosa wants to halt new data center development potentially putting 13 GW of Texas projects at risk.
@nextbigfuture:Maybe not so bad for AI in Texas
@zerohedge:Nasdaq futures collapse as Texas governor race swings to Hinjosa (D), which would effectively ice data center build out
@pythiar:Agree with this. Think they get paused not stopped and it ends up just being BYOG and more local concessions and things move ahead, If the returns to AI are as good as bulls think they are this doesn't really matter allll that much.
Kim-Mai Cutler / @kimmaicutler:Going to impose inclusionary compute.
Tae Kim / @firstadopter:SMH chip ETF just went green
Tae Kim / @firstadopter:Gina is a politician. She cares about her constituents. She cares about employment and guaranteeing a lot of union jobs. She cares about winning concessions such as no subsidies and promises on water and electricity supply / costs. Those will be big public wins for her. This is a solvable issue....
Matt Jones / @mttjon:AI bosses telling the US population that AI will take their jobs makes data centres unsurprisingly unpopular
Jonah Lupton / @jonahlupton:If this is what the blue states will be demanding (see below) in order to keep the data center buildouts moving forward... well then I don't anticipate any significant slowdown because all of these things are already being done across the country at dozens of active sites. If the US wants to keep t...
Amol Sharma / @asharma:Roughly 1/4 of U.S. data-center capacity projected to come online by 2030 is in Texas. If the state's next governor is Democrat Gina Hinojosa, who supports a moratorium, some 13.3 gigawatts of announced projects would be at risk, Jefferies projects. https://www.wsj.com/...
Bindu Reddy / @bindureddy:Data Center Shortage Is Going To Get Acute - Dems are taking over several states - Even Texas may flip - They will ban data center build-outs everywhere - Expect compute to be a huge premium Big models will become unviable. It's inevitable that small smart models will become the norm
Shashank Joshi / @shashj:Texas has the most planned data centers in the United States. How much did opposition drive the results in the state? Not clear, because if you account for size and Hispanic share than the county-level swing largely goes away. True even if you look only at new data center campuses per 100k resident...
Léo-Pierre Trudel / @leoptrudel:Terrible news (again) for the AI trade. Democrats basically won Texas, and they don't want data centers there. 32% of U.S. data centers were expected to be built in Texas. Gina Hinojosa, the expected next governor, promises to freeze all new ones. NASDAQ futures are tanking.
@dudewhoinvests:Omg carnage for data center stocks is coming... Texas is going blue.
Elliot Turner / @elliotturn:Data centers development will be just fine, except for people who are cavalier with rules, regulations and the health/safety/environment of local towns in their own buildouts. Stated another way, this is worse for 1 guy than everyone else in the ecosystem.
Ted Zhang / @tedhzhang:Abbott slipping. Texas is ~1/4 of data center capacity in the U.S. I bet the NASDAQ heads for a bear market and the U.S. economy for a recession IF the moratoriums go through on data centers.
Ramez Naam / @ramez:Hinojosa's platform for AI data centers is mostly pretty reasonable. Voters want to see action. This is an opportunity for data centers and AI companies to change perception, if they approach this with the right attitude.
Truth Social:
Donald J. Trump / @realDonaldTrump@truthsocial.com:If Greg Abbott, the Governor of Texas, hadn't become a RINO in the last six months of his Political Life, he wouldn't have lost. He went back to his original formula, and it wasn't pretty! President DONALD J. TRUMP
Calder Mchugh / Politico:
Elon Musk's preferred US midterm candidates, including Ken Paxton and Vivek Ramaswamy, lost almost everywhere; Musk spent ~$446M, a record for a non-candidate — Plans for buildout of data centers across Texas in doubt after Democrats won a surprise sweep.
More:Wired, Wall Street Journal, Wired, BBC, CNBC, New York Times, Quartz, Reality Tea, Politico, The Hollywood Gossip, The Hollywood Reporter, Cele|bitchy, and Washington Post
X:@oablanchard, @finestyew, @atrioc, @yahatetwoseeit, @sbg1, @rmac18, @rmac18, @alfonslopeztena, @reidhoffman, @reidhoffman, @reidhoffman, @rmac18, @reidhoffman, and @pkafka.Bluesky:@mattburgess1
More:
David Gilbert / Wired:'I'm 100 Percent at War with Trump': MAGA Revolts After Midterms Wipeout
Tim Higgins / Wall Street Journal:Elon Musk's Political Fortunes Run Into a Blue Wave
Kate Taylor / Wired:Musk Director Alex Gibney Wants to Know if Democrats Can Now Hold Elon Musk Accountable
BBC:Elon Musk's millions fail to deliver Texas for the Republicans in fierce midterms
Luke Fountain / CNBC:Elon Musk's record election bet backfired. The backlash may reach beyond one billionaire
Ryan Mac / New York Times:Shares of Elon Musk's Tesla and SpaceX Tumble After Republicans Are Routed
Colleen Cabili / Quartz:6 donors and donor groups, from Musk to crypto firms, behind 2026 campaign cash
Vanshika Vasundhare Singh / Reality Tea:Elon Musk's $474 Million Political Gamble Backfires Spectacularly
Politico:‘AI earthquake’: Democrats eye a Silicon Valley reckoning
Tyler Johnson / The Hollywood Gossip:Elon Musk Contributed $446 Million to Midterm Elections...And All of His Candidates Lost
James Hibberd / The Hollywood Reporter:Elon Musk Responds After His Record $474 Million Bet on Republicans Ends in Blowout
Kaiser / Cele|bitchy:Elon Musk spent $446 million on the midterms & none of his candidates won
Faiz Siddiqui / Washington Post:Musk threw his fortune at the midterms. Voters handed him a stunning defeat.
X:
Olivier Blanchard / @oablanchard:Too soon to tell how hard or fast the FAFO cycle will be for Musk companies, particularly in TX. Bear in mind that oversight isn't retribution, and regulatory processes aren't harassment. But yeah, expect a lot more friction at the state level.
@finestyew:Elon is a dead man walking btw (metaphorically ofc). The Starlink stunt he pulled in Ukraine really pushed even the most moderate Democrat over the edge. They're baying for his blood rn.
@atrioc:elon bout to start tweeting like this again TOMORROW
@yahatetwoseeit:Tesla Boy ain't tweeted in like 6 hours I know you see this shit dickhead
Susan Glasser / @sbg1:Just thinking about the remarkable fact that Elon Musk will have dropped nearly a half a billion dollars on this election with no return... wow.
Ryan Mac / @rmac18:Though we'll need to adjust those net worth estimates now. Tesla is down 4.5% in premarket trading and SpaceX down 5% while other tech stocks and wider market are doing ok. Investors signaling that the election results will not be kind to Musk co's. https://www.nytimes.com/...
Ryan Mac / @rmac18:Musk spending about $500 million says something about US politics and perhaps more about wealth inequality. $500 million represents .06% of his current $900 billion net worth. His net worth went up $23.1 billion yesterday and already covered that spend many times over, according to Bloomberg's Bi...
Alfons López Tena / @alfonslopeztena:Musk was among the biggest losers of midterms, after spending $446 million—$200 million on Texas-related efforts—to boost candidates that failed to win their races. His preferred candidates across US were swamped, losing almost everywhere. His plans for a buildout of data centers across Texas are e...
Reid Hoffman / @reidhoffman:2/ This night blew the doors off our expectations. From Texas to Ohio, Kentucky to Iowa, and South Carolina to Indiana, voters rejected the status quo. Tonight's lesson: Never discount any voter in any place.
Reid Hoffman / @reidhoffman:4/ On my donations this cycle: We should get money out of politics. And while people like Elon are spending outrageous amounts to keep authoritarian clowns in power, those of us who believe in the ideals of America cannot yield.
Reid Hoffman / @reidhoffman:1/ A few thoughts on tonight's election: Voters made clear they demand a different kind of country. Americans want an economy that can compete globally and deliver for them at home. And they made clear that they want leaders they can trust to fight for their constituents.
Ryan Mac / @rmac18:Musk is 55. The median net worth for his age in the US is around $410,000, according to NerdWallet. His $500 million election spend is the equivalent of a 55-year-old head of family in the US with a median net worth spending about $230. Essentially, a nice pair of shoes.
Reid Hoffman / @reidhoffman:3/ These elections were an overwhelming wave against Trump and his cronies. Now it's on Democrats to make a hopeful case for our future — to fight for an economy that serves every American, not just the already rich and powerful.
Peter Kafka / @pkafka:Deeply cynical to describe Elon Musk's election efforts as a $446 million loss. It's obviously a hyper-successful $446 million local media stimulus package. https://www.politico.eu/...
Bluesky:
Matt Burgess / @mattburgess1:🎻 [embedded post]
Shakeel Hashim / Transformer:
Democrats' sweep of Congress raises the likelihood of strong frontier AI legislation passing in early 2027, including mandatory testing and developer liability — America is waking up to an astonishing Democratic sweep. As I write, Dems may end up with 56 Senate seats and as many as 261 House seats …
More:Semafor, Quartz, and Yahoo Finance.X:@shakeelhashim
More:
J.D. Capelouto / Semafor:US voters roundly reject data centers in ballot measures
Colleen Cabili / Quartz:Democrats swept Congress, and 10 takeaways show who won and who lost
Max Zahn / Yahoo Finance:Dow surges 1,000 points as Democrats take control of Congress
X:
Shakeel / @shakeelhashim:NEW from me: What the blue tsunami means for AI policy. TL;DR: Strong legislation is looking a LOT more likely. https://www.transformernews.ai/ ...
Katherine Schwartz / Bloomberg:
CoreWeave's stock and unsecured bonds fall after sweeping Democratic midterm victories, as Texas Governor-elect Gina Hinojosa calls for a data center moratorium — CoreWeave Inc.'s bonds tumbled on Wednesday, in some cases to new lows, after Democratic candidates in favor of slowing …
More:Investor's Business Daily, Quartz, 24/7 Wall St., Barron's Online, Seeking Alpha, and The Crypto Basic
More:
Reinhardt Krause / Investor's Business Daily:AI's Building Boom Meets A Blue Wave. ‘Neocloud’ Stocks Fall
Cris Tolomia / Quartz:CoreWeave bonds tumble to new lows after Texas elected a data center foe
David Moadel / 24/7 Wall St.:IREN Falls 5%, CoreWeave Drops 4% as Texas Election Stokes Data Center Moratorium Fears; Nebius Dips 2%
Joe Light / Barron's Online:Abbott Loses Texas Governor's Race in Blow to AI Industry
Manshi Mamtora / Seeking Alpha:AI stocks tied to Texas data center in focus after Hinojosa win
Zabi / The Crypto Basic:IREN Stock Falls as Texas Elects Governor Backing Data-Center Moratorium
US voters in 29+ jurisdictions overwhelmingly pass data center bans or restrictions; S&P Global: 145+ US projects were delayed or canceled through early August — They passed a string of local bans and elected gubernatorial and Senate candidates pledging tougher regulation. — SummaryLoading...
More:Axios, The Verge, Engadget, International Business Times, Gizmodo, Tom's Hardware, Fast Company, NewsMax.com, Reason, Capacity, and Yahoo News
X:@zeynep, @ashleyrgold, @mollytaft, @carlquintanilla, and @dataprogress.Forums:r/wallstreetbets
More:
Maria Curi / Axios:Voters deliver “AI earthquake,” rebuking tech and billionaires
Lauren Feiner / The Verge:Data centers lost the midterms
Igor Bonifacic / Engadget:Americans overwhelmingly voted against data centers in the midterms
Merin Rebecca Thomas / International Business Times:America's AI Boom Faces A New Obstacle. Voters Across The Country Move To Block Data Centers.
Webb Wright / Gizmodo:Voters Turn Election Night Into a Bloodbath for AI Data Centers
Jowi Morales / Tom's Hardware:AI data centers comprehensively defeated at US midterm elections — 45 measures put on the ballot as Americans overwhelmingly vote against developments
Kristin Toussaint / Fast Company:AI data centers also lost big in the 2026 midterm elections
NewsMax.com:Voters Deliver ‘AI Earthquake’ With Data Center Limits
Tosin Akintola / Reason:Ohio Leads a Wave of Local Data Center Bans
Saf Malik / Capacity:33 data centre curbs pass as US midterms turn the AI buildout into a political liability
Mia Hilkowitz / Yahoo News:Ohioans overwhelmingly pass data center bans, restrictions on ballot
X:
Zeynep Tufekci / @zeynep:Quick, another tech CEO lunch with Trump and another big donation to the ballroom! Voters clearly see AI data centers as a proxy for AI and all Big Tech. Sure, they'll try to pivot the way they rapidly pivoted to Trump but this anger is deep, wide, bipartisan and long-brewing.
Ashley Gold / @ashleyrgold:Statement from Humans First, the conservative pro-AI safety and anti- data center expansion group helmed by longtime tea party leader @AmyKremer & GOP operative @ChrisRBarron, on last night:
Molly Taft / @mollytaft:the texas data center implications are truly insane for the industry. if i was a data center developer i would not feel very good right now
Carl Quintanilla / @carlquintanilla:WAPO: “.. Voters in at least 29 jurisdictions across the country passed bans or restrictions on data centers Tuesday, reflecting the widespread public revulsion to the facilities ..” @washingtonpost https://www.washingtonpost.com/ ... [image]
@dataprogress:NEW: What's on voters' minds as they head to the polls today? A majority of voters say they've been hearing “a lot” about the cost of living, the war in Iran, AI, and data centers.
Forums:
r/wallstreetbets:Voters reject data centers across the country as the AI backlash grows.
NBC exit poll: 56% said AI and data centers had been a “crucial or a major factor” in their Congress votes, as Democratic candidates pledged to halt development — Gubernatorial wins in Texas, Georgia and Ohio and local ballot measures show depth of discontent with Trump-backed infrastructure spree
More:NBC News, Wired, DatacenterDynamics, Bloomberg, Finimize, Latitude Media, Telegraph, and KELO-AM
X:@mikeisaac, @sarthakgh, @daniel_271828, @theobertram, @rob_flaherty, @jayshooster, @richardhanania, @sachalouise, @bryancsk, @amandalfischer, @joebotxyz, @kyle_a_morse, @xenoimpulse, @stevekopack, @doomslide, @bcmerchant, @yifever, @mattparlmer, @_nathancalvin, @thestalwart, @enpancotti, @theonebutlerian, @rmconservative, @martinskold2, @adamkovac, @tomorrowtgthr, @cwarzel, @martin_casado, @andymasley, @shakeelhashim, @philaroneanu, and @adamkovac.Forums:r/BetterOffline
More:
NBC News:National Exit Polls: Election 2026 Results
Wired:The Results Are In: Voters Hate Data Centers
Sebastian Moss / DatacenterDynamics:NBC exit poll: 56% say AI data centers were a crucial or major factor in Congressional vote decision
Bloomberg:Wall Street Sees Risks to AI Boom After the Democratic Sweep
Finimize:Democrats' Midterm Wins Sparked A Big Tech Relief Rally
Lisa Martine Jenkins / Latitude Media:How Democrats' midterm sweep will rewire energy and data center policy
Hans van Leeuwen / Telegraph:Blue wave threatens to derail America's AI boom
KELO-AM:Trump's midterm drubbing demonstrates the power of data-centre opponents
X:
Rat King / @mikeisaac:my guess is the primary thing the tech industry will take away from this data is that it's a messaging problem because what else can one do when the majority of voters say “what you are building is bad for society”? genuine philosophical question.
Sar Haribhakti / @sarthakgh:We have royally screwed up the messaging about AI the way we did with capitalism Good sounding bad ideas can take off while bad sounding good ideas can die quickly if not handled with rigor and intention
@daniel_271828:This is the lowest salience AI will ever be in an election
Theo Bertram / @theobertram:The big losers: Trump and datacentres. 56% of US voters said AI and datacentres were a factor in how they vote. Of the 34 specific measures across the US to restrict or allow local datacentres, voters restricted 33, allowing just one. Opposition was usually at 75-80%.
Rob Flaherty / @rob_flaherty:Post your L's, king
Jay Shooster / @jayshooster:I am so confused that tech industry groups are sharing stats like these as evidence that AI is not a big deal with voters. This is a huge deal! And everyone can see this is only going to grow by 2028.
Richard Hanania / @richardhanania:People could say as many things as they wanted were “crucial.” 23% is low. It indicates people weren't voting on datacenters.
Sacha Haworth / @sachalouise:the worst thing Dems could do right now, with both Houses of Congress, would be to go back to business as usual with Big Tech. Voters gave Dems a tech accountability mandate. We can't squander this
Bryan Cheong / @bryancsk:Get ready to build your data centres in Malaysia.
Amanda Fischer / @amandalfischer:Not even bothering to poll crypto anymore
Joe Allen / @joebotxyz:Sometimes it's best to just listen.
Kyle Jacobs-Morse / @kyle_a_morse:That crash is the sound of Big Tech's narrative breaking.
@xenoimpulse:Okay, all joking aside, this is fucking apocalyptic. Everything I've been saying for the past year regarding the continual self inflicted errors and PR disasters by the big labs has now percolated into something nasty.
Steve Kopack / @stevekopack:.@NBCNews Exit Poll: Voters are concerned about AI and overwhelmingly oppose data centers https://www.nbcnews.com/...
@doomslide:Exploitation works best when concealed. Hence why the legibility of datacenters as signifiers for the arrival of a robot economy continues to be underrated.
Brian Merchant / @bcmerchant:The thing that Silicon Valley flacks can't seem to grasp is that people aren't stupid. They know that the issues of economic inequality, data center and AI buildouts, and, say, tech billionaires trying to buy elections, are linked. Also, 23%—1 in 4 Americans—is really high.
@yifever:are the dems pro data center? asking for a friend
@mattparlmer:If you work in the tech industry you should prepare for what's coming
Nathan Calvin / @_nathancalvin:23% of voters said that AI and data centers were “crucial” to their vote in NBC exit polls. 56% said it was a “crucial or major” factor! [image] [embedded post]
Joe Weisenthal / @thestalwart:Blueskywave. Those of us on here, across the board, were out of touch. I see no other conclusion.
Elizabeth Pancotti / @enpancotti:good crop job. 56% of voters said AI data centers were a crucial or major factor in their vote today.
@theonebutlerian:Americans by and large are sick of AI and the people pushing it. They don't want job replacing tech, or the UBI dystopia these weirdos keep advocating for. I warned that supporting AI was a losing issue.
Daniel Horowitz / @rmconservative:But it all paints the same picture. there's about a dozen issues but they all speak to a Marie Antoinette presidency.
Martin Skold / @martinskold2:Allying with people who hate your own voters is rarely politically wise. And this may, in fact help explain the Texas result: As I note now and then, the Dems' MO re tech is to run against it while letting it do its thing. -This- may be the thing that comes back to bite them...but later.
Adam Kovacevich / @adamkovac:It's funny - the folks trying to wishcast AI into higher salience look at this and say “23% is really high!” Sure, it increased fast. But zoom out, and AI / data centers had the lowest salience ratings of the 5 issues the exit poll asked about:
@tomorrowtgthr:Adam, this actually says that 56% (a sizable majority of voters!) say data centers were a major or crucial factor in their decision Math is hard!
Charlie Warzel / @cwarzel:dawg
@martin_casado:Funny. I wonder where they're getting these ideas? 🤔
Andy Masley / @andymasley:I do really really wish these questions would be split up
Shakeel / @shakeelhashim:This is remarkably high — much higher than I would have guessed
Phil Aroneanu / @philaroneanu:Wow! Congrats to @OpenAI, @AnthropicAI, @GoogleDeepMind, @SpaceXSI, @nvidia, @Microsoft, and @Meta for making software people hate so much and shoving it down our throats so hard that over half of Americans considered it a major factor in how they voted this year.
Adam Kovacevich / @adamkovac:How important was AI and data centers to your vote? Crucial: 23% Major factor / minor factor / non-factor: 77% https://www.nbcnews.com/...
Forums:
r/BetterOffline:23% of voters said that AI and data centers were “crucial” to their vote in NBC exit polls. 56% said it was a “crucial or major” factor!
Ben Thompson / Stratechery:
Democrats' US midterms victory is a win for hyperscalers and AI labs, a mixed bag for Nvidia, an advantage to China, and may make space data centers attractive — Data Centers were on the ballot, and they lost in a major way; what does it mean if American opposition to building is permanent?
More:The Boston Globe.X:@rihardjarc, @bradrcarson, @standwithcrypto, @jovvvian, @anecdotal, @adam_tooze, @danprimack, @loquitur_ponte, @stratechery, @bradrcarson, @benbajarin, @dkthomp, @xenoimpulse, @buccocapital, @deryatr_, @jimcramer, @thestalwart, @stevehou, @brandonjcarl, @matthewstoller, and @ottojacobsson
Bluesky:@ernie.tedium.co and @tcarmody
More:
Aaron Pressman / The Boston Globe:Who had an even worse day than Republicans? Big tech and their data center construction plans.
X:
Rihard Jarc / @rihardjarc:The elections mean fewer or slower rollouts of new data centers, which makes the ones that already have a large DC install base more valuable: $AMZN, $GOOGL, $MSFT, $META. It also might mean CapEx becomes more gradual over the years for these companies (bad for semis) The non-hyperscaler builders,...
Brad Carson / @bradrcarson:Given last nite, time to re-up my personal hobbyhorse: no datacenters in space. Orbit is a global commons, and launching a datacenter there to escape objections on the ground is forum shopping on a planetary scale. Just sayin'.
@standwithcrypto:Congratulations to the pro-crypto champions elected tonight. Meet the Stand With Crypto endorsed candidates who will bring a strong voice for crypto to office. 🧵⬇️
Jovian Gautama / @jovvvian:the @NoTechBen persona is leaning
Hollis Robbins / @anecdotal:These seem right, especially data centers in space (far down the road) and general upsides for consumers. Optimistic. @stratechery https://stratechery.com/...
Adam Tooze / @adam_tooze:Anti-AI regulation politics is actually GOOD for AI because it manages the bubble - The Gesamtkapitalist speaks.
Dan Primack / @danprimack:Gonna be interesting to see how many SV folks have principles and how many are just front-runners. Betting hard on the latter.
Loquitur Ponte Sublicio / @loquitur_ponte:The people saying “china wins
@stratechery:AI on the Ballot Data Centers were on the ballot, and they lost in a major way; what does it mean if American opposition to building is permanent? https://stratechery.com/...
Brad Carson / @bradrcarson:So the results are all in. Data center moratoria (various flavors) went 43-1. All hyperscalers must now converge on Harwood, North Dakota, the one outlier. Find out what's in the water or in the air. There is only one precinct and 400 voters, but they alone sided with you!
Ben Bajarin / @benbajarin:In case it helps this data center buildout concerns post mid terms, 87% of republicans also supported data center pausing and or restrictions. The trades unions are on fire across the country with wait lists to get on nearly every one of them. States know this is a job boom. The call was to bui...
Derek Thompson / @dkthomp:Anti-AI politics is bad for AI stocks in the short run but very good for preventing a bubble in the medium to long run. Bubble = supply grossly outpacing demand: Dark fiber optic cables in 1999, railroads to nowhere in 1870. Hard to get there in AI when ... a) existing chips in data centers are cu...
@xenoimpulse:Special shoutout to the tech right and drooling idiots like pmarca and palmer who thought they had some divine mandate and immediately went out of their way to configure their personalities and posting to be as repulsive and low trust as possible.
@buccocapital:Imagine this narrative: Dem sweep is bullish AI because everyone spends less on capex and diffusion has time to catch up to the buildout. Labs can't miss on revenue bc they are compute constrained. No duration mismatch. No blowups. Everybody back in the pool
Derya Unutmaz / @deryatr_:Data center bans will be disastrous for America, but a tremendous opportunity for other countries. It's hard to imagine a more shortsighted way to undermine economic growth and technological progress. China must be celebrating. Ultimately, you cannot stop AI or the coming age of superintelligence....
Jim Cramer / @jimcramer:If you review the state-by-states on data center issue you find that there are more restrictions being put on building them but fewer outright bans.. Would seem to favor incumbents PLUS spending within means as opposed to endless buildouts...
Joe Weisenthal / @thestalwart:That $META campus in Louisiana might be able to charge some pretty high rents
Steve Hou / @stevehou:To the extent that AI has been an arms race that nobody among the hyperscalers/megacap tech cos dares to slow much less stop even as investors turned skittish/unpersuaded of the capex, being forced to slow by political forces may in fact a better Nash Equilibrium for the hypers?
Brandon Carl / @brandonjcarl:If I had to summarize things: - The largest growth engine of the economy now faces more friction - Retail leverage and exposure very high in semiconductors; does not benefit from this - Installed compute scarcer now, uninstalled compute oversupply - Odds of an overbuild lower
Matt Stoller / @matthewstoller:These election results mean that corporate America is in a LOT of trouble. The old model of hiring a Dem lobbyist when the Dems win or an R lobbyist when the Rs win, and then doing business as usual, is over. Corporate profits are at record highs, and the labor share of the economy is at record low...
Otto Jacobsson / @ottojacobsson:A large majority of pro-crypto candidates won, but the anti-data centre platform also dominated. America still loves crypto, but hates the physical manifestation of AI.
Bluesky:
Ernie Smith / @ernie.tedium.co:Excellent misread of the situation [embedded post]
Tim Carmody / @tcarmody:Ben is good at a lot of things but reading the tea leaves of U.S. politics is not one of them [embedded post]
Molly White / Citation Needed:
More:Fortune.X:@bcmerchant, @cmesi, @molly0xfff, @brendanpedersen, @daveweigel, @jayshooster, @shakeelhashim, @tedlieu, @jayshooster, @molly0xfff, @molly0xfff, @molly0xfff, @blockgraze, @molly0xfff, @jayshooster, @shakeelhashim, @molly0xfff, @daveweigel, @sammsilverman, @molly0xfff, @molly0xfff, @rob_flaherty, @samforstag, @molly0xfff, and @laurashin
Bluesky:@patrickhowelloneill.com, @neilturkewitz, and @molly.wiki
More:
Camila Grigera Naón / Fortune:Crypto PACs spent $170 million on the midterms—and came up nearly dry
X:
Brian Merchant / @bcmerchant:Among the biggest losers in this landslide so far: data centers, AI industry PAC recipients, and Elon Musk.
Cleve Mesidor / @cmesi:Crypto PAC Election Update: Fairshake spent millions in the Primary opposing Illinois' Juliana Stratton. She won and is now Senator-Elect Juliana Stratton.
Molly White / @molly0xfff:Big crypto loss: In Wisconsin District 1, Dem Mitchell Berman beats incumbent Bryan Steil, chairs of House Financial Services digital asset subcommittee. Fairshake spent $1M on Steil, Crypto .com spent $880K against Berman via a PAC created solely to oppose him.
Brendan Pedersen / @brendanpedersen:The crypto super PAC network Fairshake couldn't kill Brown again and the industry didn't bother to spend a dollar helping any other Senate Democrats this cycle. The industry's agenda is dead in the Senate for I don't even know how long.
David Weigel / @daveweigel:What I mean here is that Fairshake spent +$100 million over two cycles to... get Brown out of his seat for 2 years then not pass the CLARITY Act.
Jay Shooster / @jayshooster:Rebecca Cooke defeats Rep. Derrick Van Orden who voted to wipe out all state AI regulations. His pro-AI positions earned him the name “data center Derrick” in ads run by House Majority PAC.
Shakeel / @shakeelhashim:With the significant caveats that a) it's early and b) I have not checked all of Claude's numbers here: Two of the races with AI spending in the general have been called so far: OH-13 and FL-15, both wins for the Leading the Future-backed candidate. Both were pretty foregone conclusions, so no sur...
Ted Lieu / @tedlieu:Congratulations to Democrat Amish Shah for flipping #AZ01!! The Congressional Asian Pacific American Caucus, already at a historic high, keeps expanding! #BlueWave
Jay Shooster / @jayshooster:An amazing win for @DrAmishShah, and a crushing defeat for AI Super PAC @LeadingFutureAI. I've known Amish for years. He is a strong supporter of AI safety, and AI safety donors are proud to support him. Nobody worked harder this cycle than he did.
Molly White / @molly0xfff:Loss for conservative, Heritage-linked pro-AI group Alliance for a Better Future as Adam Hamilton wins against Roger Marshall in Kansas Senate race. It was a relatively small outlay: just $81,000 for an ad promoting AI but claiming AOC/Bernie will make rules “for their benefit”.
Molly White / @molly0xfff:Loss for AI and crypto PACs: Shomari Figures wins in Alabama's 2nd. Crypto abandoned Figures after supporting him in 2024; this cycle, First Principles Digital spent $200K against him/for Rhett Marques. AI also supported Marques with $960K from the Public First network.
Molly White / @molly0xfff:AI-focused Public First super PAC network spent $512,000 to support Brian Poindexter in Ohio District 7's Democratic primary, though not in the general. Poindexter has just beaten Republican incumbent Max Miller.
@blockgraze:jon ossoff is about to get $10 billion in crypto super pac donations
Molly White / @molly0xfff:HUGE loss for crypto super PACs: $64 million down the drain as Sherrod Brown (D) wins against John Husted in Ohio Sen. This was more than 1/3 of all crypto spending this cycle. $56.5M from flagship crypto PAC Fairshake, $7.5M from Winklevosses' DFF. From my newsletter (pinned):
@jayshooster:Congratulations to @SamForstag on flipping MT-01! Sam has publicly stated that “AI tech poses an existential risk to all of humanity.” @GuardrailsNow provided significant support in Forstag's race after his opponent received funds from the AI industry Super PAC
Shakeel / @shakeelhashim:Seems all but certain Graham has lost now. Big loss for AI industry PACs.
Molly White / @molly0xfff:Another loss for AI: In the Maine Senate, Dem Troy Jackson beats longtime incumbent Susan Collins. Heritage-linked Alliance for a Better Future spent $810K for her. Crypto PACs were conspicuously absent, likely because of her vote against the Clarity Act.
David Weigel / @daveweigel:Sherrod Brown when crypto lobbyists come to his office next year
Sam Silverman / @sammsilverman:If only they had called it the Super PAC for AI compute campuses.
Molly White / @molly0xfff:The conservative AI group Alliance for a Better Future, whose advisory council includes members of the Heritage Foundation, NCOSE, and the effective altruist-aligned Future of Life Institute, is officially 0 for 4 after its candidates lost in Maine, Iowa, Kansas, and Michigan.
Molly White / @molly0xfff:BTW: I am not just singling out losses in this thread. I'm posting about all competitive races where crypto and AI PACs spent on the general. They're getting wrecked across the board so far. Out of 8 called races, only CO-8 went their way (fairly low-$, supported a Dem).
Rob Flaherty / @rob_flaherty:Leading The Future and Crew are major losers but boy @fairshake really look like the dumbest dummies
Sam Forstag / @samforstag:This win is the work of thousands of Montanans who are sick of a politics that puts working people last, and who are ready to send one of our own to Washington to make it work for us.
Molly White / @molly0xfff:Another loss for crypto and AI: Dem Josh Turek takes the Iowa Senate. Winklevosses' DFF spent $700K to oppose Turek and support Ashley Hinson; conservative pro AI Alliance for the Better Future spent $171K on Hinson.
Laura Shin / @laurashin:It's ironic that in the last election crypto PAC money unseated Sherrod Brown, who used to be chair of the Senate Banking Committee ... making way for Elizabeth Warren to head it up now ... but Brown was reelected last night, so crypto now has a worse enemy in this pivotal chair role and Brown is back...
Bluesky:
Patrick Howell O'Neill / @patrickhowelloneill.com:Crypto and AI spent $250m in the midterms “in hopes of picking the lawmakers who will decide how — or whether — their industries will be regulated ... nearly three-quarters of their money went to the competitive races, and there, they got clobbered.” www.citationneeded.news/2026- electio...
Neil Turkewitz / @neilturkewitz:“Of the twelve competitive races called so far, the side backed by crypto and AI super PACs lost nine. The PACs spent $74.7 million on the losing side of those races, compared to $28.3 million on the winning side.” — @molly.wiki
Molly White / @molly.wiki:Crypto and AI super PACs spent $250 million on the midterms. In competitive races, their candidates got clobbered: nine losses out of 12 called so far, including Ohio, where crypto spent $64 million and still couldn't beat Sherrod Brown. — www.citationneeded.news/2026- electio...
More:The Verge, Motley Fool, International Business Times, Unchained, and Reuters
X:@sherrodbrown, @bradrcarson, @christopherhale, @alexrkonrad, @politico, @skeptrune, and @signulll.Bluesky:@marklittle
More:
Adi Robertson / The Verge:The fight for tech accountability starts now
Bram Berkowitz / Motley Fool:AI Regulation Was on the Ballot In These States. Here Are The Elon Musk Stocks That Could Be Impacted.
Merin Rebecca Thomas / International Business Times:Crypto Groups Spent $63 Million To Stop Sherrod Brown. Ohio Voters Sent Him Back To The Senate.
Unchained:Democrats Sweep Congress as Sherrod Brown Survives Crypto's Ohio Spending Push
Johann M Cherian / Reuters:Europe set to open lower as Democratic sweep fuels AI regulation fears
X:
Sherrod Brown / @sherrodbrown:Thank you, Ohio. Let's get to work.
Brad Carson / @bradrcarson:This is why I'm bullish on President Trump supporting Ai sanity, tbh. I feel confident Congress will pass some good stuff. And I do believe there is a chance the President signs it!
Christopher Hale / @christopherhale:JD Vance's former Senate seat is now held by Sherrod Brown.
Alex Konrad / @alexrkonrad:which VC firm will be first to announce an American Socialism fund
@politico:“I don't want to be just sitting there for two years vetoing everything.
Nick Khami / @skeptrune:how the ceos about to be moving when aoc is president
@signulll:some facts from tonight. woke is not only back but it will be bigger than ever before. 1. georgia: keisha lance bottoms defeated billionaire rick jackson, becoming america's first black woman governor, georgia's first woman governor & its first democratic governor elected since 1998. 2. texas gov...
Bluesky:
Mark Little / @marklittle:“Sen. Ed Markey put a finer point on the threat to tech CEOs: “They are going to need to plant new forests for all of the subpoenas we'll be printing. www.politico.com/news/2026/11...
Sources: Oracle has scrapped a ~$7B, five-year deal to lease as many as 100K advanced AI chips to Tencent after bowing to pressure from the Trump administration — Intervention comes amid growing tension for US AI infrastructure groups doing business with Chinese tech giants.
More:Bloomberg, DatacenterDynamics, Reuters, Techstrong IT, ZeroHedge News, Investing.com, Politico, and Implicator.ai
X:@ns123abc, @rohanpaul_ai, @tanarrowz, @puckrin, @kakashiii111, @wallstengine, @zijing_wu, and @jwupacific
More:
Mark Anderson / Bloomberg:Oracle Scraps $7 Billion Deal to Lease Chips to Tencent, FT Says
Georgia Butler / DatacenterDynamics:Oracle drops Tencent as cloud client, losing multi-billion-dollar contract - report
Shivani Tanna / Reuters:Oracle abandons $7 billion Tencent AI deal under Trump pressure, FT reports
Jon Swartz / Techstrong IT:Oracle Scraps $7 Billion Tencent AI Chip Deal Under U.S., Chinese Pressure: Report
Tyler Durden / ZeroHedge News:Oracle Kills $7BN Tencent AI Chip Deal Under Trump Pressure
Ambar Warrick / Investing.com:Oracle cancels $7 bln chip leasing deal with Tencent, FT reports
Politico:Big Tech goes down with GOP
Marcus Schuler / Implicator.ai:Double Squeeze: Oracle Drops Tencent's $7 Billion Lease
X:
Nik / @ns123abc:BREAKING: Oracle just CANCELED its $7 billion AI deal with Tencent it has begun
Rohan Paul / @rohanpaul_ai:Oracle has scrapped a $7B lease giving Tencent up to 100K advanced AI chips after US objections. The 5-year contract, Tencent's largest overseas lease, would have supplied chips unavailable in China from data centres across south-east Asia. Chinese labs rent that capacity mainly for model trainin...
@tanarrowz:$ORCL is a major supplier to ByteDance in Asia with multiple data centres in Malaysia. The company also hosted US customer data for the Chinese group's social media platform TikTok b4 being part of a consortium tt late last yr acq TikTok US https://www.ft.com/...
Nic / @puckrin:Turns out Larry Ellison's relationship with Trump is hitting roadblocks. Oracle has just cancelled a $7B data centre lease for Tencent after pressure from Washington. AI capacity is now being cancelled before it is built, just as the midterm selloff intensifies.
@kakashiii111:There are a few questions from this: 1. Why all of a sudden Trump put pressure on this, while from the very beginning he turned a blind eye to what was happening with Chinese customers and Nvidia GPUs? 2. Tencent will need this compute. What now? A contract with a local datacenter operator in SEA...
@wallstengine:Oracle $ORCL has reportedly canceled a $7B AI chip leasing deal with Tencent following pressure from the Trump administration, according to the FT. The five-year agreement would have given Tencent access to as many as 100,000 advanced AI chips across Oracle data centers in Southeast Asia, making i...
Zijing Wu / @zijing_wu:Scoop: Oracle cancels $7b Tencent data centre deal under Trump pressure with @ArashMassoudi @rafeuddin_ @AsiaLens https://as.ft.com/...
Jennifer Wu / @jwupacific:China tried to rent 100,000 American AI chips through a U.S. company. The deal just collapsed. Oracle just canceled a $7 billion deal that would have given Tencent access to advanced AI chips through data centers in Southeast Asia. The five-year lease would have let Tencent use chips that are res...
More:DatacenterDynamics, Wccftech, The Information, and Seeking Alpha
More:
Sebastian Moss / DatacenterDynamics:Nvidia tells data center partners to cut China exposure, limits RTX chip sales to mainland
Omar Sohail / Wccftech:Chinese Tech Giants Choose To Wait Months To Receive 1% Of Ordered RTX PRO 5500 Units, Proving NVIDIA's CUDA And Cluster-Level Stability Trumps Local Alternatives
The Information:How Nvidia uses soft power to influence customers and shape US chip policy; sources: OpenAI took no public stance on China chip exports to avoid angering Nvidia
Arundhati Sarkar / Seeking Alpha:Nvidia to ship 1% of $70B RTX chips ordered by Alibaba, Tencent: report
Qualcomm signs a multiyear SpaceX deal to supply Dragonwing hardware and network software for “tens of thousands of cell sites” for a US-wide 5G network in 2027 — Qualcomm Inc. will supply hardware components for SpaceX's planned nationwide terrestrial wireless network …
More:Qualcomm, PCMag, Reuters, CNBC, Barron's Online, MarketWatch, The Verge, Finimize, Axios, RCR Wireless, TESLARATI, Digital Trends, Neowin, Yahoo Finance, Quartz, Seeking Alpha, Light Reading, and Fierce Network
X:@starlink, @elonmusk, @qualcomm, @elonmusk, and @cristianoamon
LinkedIn:Caleb Banke, Don McGuire, and Akash Palkhiwala
More:
Qualcomm:SpaceX Selects Qualcomm to Accelerate Starlink Mobile's Nationwide 5G Network
Rob Pegoraro / PCMag:SpaceX to Use Qualcomm's Dragonwing Tech to Help Launch Starlink Mobile
Reuters:Qualcomm signs major 5G infrastructure deal with SpaceX for Starlink Mobile network
Lora Kolodny / CNBC:SpaceX signs deal with Qualcomm to provide network technology for U.S. mobile service
Al Root / Barron's Online:SpaceX and Qualcomm Are Coming for Verizon and AT&T. Hello, Starlink Mobile.
William Gavin / MarketWatch:Qualcomm sat out the semiconductor rally. Can a SpaceX partnership change that?
Emma Roth / The Verge:SpaceX is working with Qualcomm to build its Starlink Mobile 5G network
Finimize:Qualcomm Lands Its Biggest 5G Deal With SpaceX
Ina Fried / Axios:SpaceX plans to build its own nationwide cell network
James Blackman / RCR Wireless:SpaceX taps Qualcomm for Starlink Mobile 5G network buildout
Joey Klender / TESLARATI:SpaceX moves to challenge AT&T, Verizon with Qualcomm-powered 5G
Rachit Agarwal / Digital Trends:Starlink is building a nationwide 5G network with Qualcomm to put an end to dropped calls
Pradeep Viswanathan / Neowin:Elon Musk's SpaceX taps Qualcomm to challenge Verizon, AT&T, and T-Mobile with nationwide 5G
Yahoo Finance:Qualcomm, SpaceX deal could reshape the future of 5G
Cris Tolomia / Quartz:SpaceX selected Qualcomm to supply technology for Starlink Mobile's U.S. 5G ground network
Chris Ciaccia / Seeking Alpha:Qualcomm, SpaceX team up to power Starlink Mobile's 5G network in US
Iain Morris / Light Reading:SpaceX boldly goes into ‘huge’ 5G network rollout with Qualcomm
Monica Alleven / Fierce Network:SpaceX's nationwide terrestrial 5G plans get real as Qualcomm signs on
X:
@starlink:Starlink Mobile is building the first fully-integrated US nationwide satellite and terrestrial network that will keep people connected on their phones no matter where they are. Our 5G base stations will leverage @Qualcomm chips to accelerate deployment, starting in 2027 🛰️📱
Elon Musk / @elonmusk:At last there will be one network with good signal everywhere!
@qualcomm:SpaceX selects Qualcomm to accelerate Starlink Mobile's nationwide 5G network
Elon Musk / @elonmusk:Qualcomm's technology is excellent
Cristiano R. Amon / @cristianoamon:SpaceX selected Qualcomm Dragonwing to accelerate @Starlink Mobile's nationwide terrestrial 5G network. Together with @elonmusk and the @SpaceX team, we're excited to build world-leading cellular infrastructure and a path to AI-native 6G. 🤜🤛
LinkedIn:
Caleb Banke:Big day for Qualcomm Dragonwing Cellular Infrastructure. SpaceX has selected our platforms to support the Starlink Mobile US nationwide 5G network …
Don McGuire:When a company like SpaceX thinks big, it needs technology built to deliver at that scale. — That's what makes today's announcement so exciting. …
Akash Palkhiwala:SpaceX has selected Qualcomm Dragonwing to accelerate Starlink Mobile's U.S. nationwide terrestrial 5G network. …
Madison Mills / Axios:
OpenAI acquires developer tools startup Pierre Computer for an undisclosed amount and plans to integrate Pierre's Code Storage feature directly into Codex — OpenAI will acquire Pierre Computer, a developer tools startup whose technology is already embedded in Codex, the company told Axios exclusively.
More:OpenAI, Blockchain.News, The Neuron, and Unite.AI
X:@pierrecomputer, @thsottiaux, @almonk, @ajambrosino, @madisonmills22, @cobusgreylingza, and @kimmonismus.Forums:Hacker News
More:
OpenAI:OpenAI to acquire Pierre Computer Company, Inc.
Luisa Crawford / Blockchain.News:OpenAI to Acquire Pierre Computer Company for Codex Expansion
Corey Noles / The Neuron:OpenAI's Pierre deal brings the AI coding fight to GitHub's doorstep
Evan Mercer / Unite.AI:OpenAI to Acquire Pierre Computer and Bring Code Storage to Codex
X:
Pierre / @pierrecomputer:an announcement from the pierre computer company
Tibo / @thsottiaux:Computers have RAM, right? Welcome Pierre. Let's reinvent everything
@almonk:since they started @pierrecomputer have been the ultimate company inspo for me. so happy to see them bring the energy to @OpenAI
Andrew Ambrosino / @ajambrosino:@pierrecomputer is one of the greatest teams of all time and i am thrilled to work more closely together. locked in.
Madison Mills / @madisonmills22:Deal news this AM from OAI: Exclusive: OpenAI targets Microsoft's GitHub with deal for startup https://www.axios.com/...
Cobus Greyling / @cobusgreylingza:1 more layer of the stack for OpenAI! Feels like coding agents may be pulling them into owning where the code actually lives. https://x.com/...
@kimmonismus:OpenAI will acquire developer tools startup Pierre Computer as it moves into territory long dominated by Microsoft's GitHub, Axios reports. OpenAI plans to integrate Pierre's code storage technology into Codex, expanding the AI coding tool into the infrastructure where developers store and manage...
Forums:
Hacker News:Pierre Computer is being acquired by OpenAI
Mike Butcher / Pathfounders:
Sequoia says it's closing its London office after six years and consolidating operations back to the Bay Area, as it doesn't “see the need for a local presence” — US venture capital giant Sequoia Capital is closing its London office, ending the six-run of a significant European presence …
More:Financial Times and Bloomberg
X:@sebjohnsonuk, @brexton, @danprimack, @madhavchanchani, @_georgerobson, and @martinvars
More:
Financial Times:Sequoia shuts London office as VC firm refocuses on Silicon Valley
Mark Bergen / Bloomberg:Bloomberg Tech London Event: Looking Ahead to Balance of Power After US Midterms
X:
Seb Johnson / @sebjohnsonuk:BREAKING: Sequoia is closing its London office! DAMN The firm just announced it doesn't “see the need for a local presence” and as a result “several people will be leaving Sequoia” Here's the full paragraph:
@brexton:Holy shit I remember when sequoia evergreen hit the timeline mid pandemic This feels similarly significant, I like this Congrats to the sequoia team!
Dan Primack / @danprimack:Sequoia is closing its London office. Still plans to invest in Europe but no longer feels it needs a “local presence.” VC firms have gone back/forth on the “local” thing for decades. Particularly in Europe. Maybe a new shift?
Madhav Chanchani / @madhavchanchani:Sequoia has shut down its London office, and it is also merging its growth and venture teams into one...
George Robson / @_georgerobson:Sequoia is entering a new chapter, consolidating around the Bay Area, where the pace of change is extraordinary. Its culture - the willingness to take risks, the intensity of conviction, and the ambition to build enduring companies - has shaped my own worldview.
Martin Varsavsky / @martinvars:Sequoia closes down London office.
Connie Loizos / TechCrunch:
More:Business Insider.X:@sequoia, @willmanidis, @pitdesi, @biad_anas, @lucianalix, and @julienbek
More:
Robert Scammell / Business Insider:VC firm Sequoia is flattening its partner structure and closing its London office
X:
@sequoia:The Sequoia of Tomorrow
Will Manidis / @willmanidis:a childish but correct way to think about the asset management business is you're getting paid to increase unnecessary complexity around the main thing (owning lots of a consequential business) because just doing the main thing is terrifying difficult and singular. smart here.
Sheel Mohnot / @pitdesi:Lots of changes that seem smart to me They are getting rid of their accelerator and scout programs, closing London office, flattened the partnership and team, and are getting rid of the Monday partner cycle. They pioneered the scout program but tbh it never made sense to me! The scouts themse...
Anas Biad / @biad_anas:Personal update: I'm moving from London to San Francisco with @sequoia. Over the last few years, I've been spending a lot of time backing and working with US-based founders, so I'm excited to move to the Bay Area and work alongside my Sequoia partners. I'll of course continue working with and suppo...
Luciana Lixandru / @lucianalix:Investing in and partnering with European founders is my life's work. I've been doing it since 2011, and for the past six years I've been privileged to do it at the legendary Sequoia, alongside greats like @Alfred_Lin @dougleone @gradypb @andrew__reed and @shaunmmaguire to name a few. This experi...
Julien Bek / @julienbek:Sequoia is consolidating in the US. I'm staying in Europe. Time to build 👊 I've spent the past 10 years investing in European founders, including founders at companies such as @Revolut, @Rillet, @attio, @DustHQ, @MiroHQ , @MelioPayments among others. The best part has been getting to know ambiti...
Yueqi Yang / The Information:
Circle reports Q3 revenue up 17% YoY to $875M, driven in part by its ARC token presales, net income up 5% to $226M, and says it is cutting 5% of its employees — Stablecoin issuer Circle reported third-quarter revenue jumped 17% to $875 million, reflecting mostly a one-time bump from a token sale.
More:Circle Internet Group, Inc., The Block, Unchained, CoinDesk, Bitcoin Insider, Bitcoin Magazine, Yahoo Finance, and investor.circle.com
More:
Circle Internet Group, Inc.:Circle Reports Third Quarter 2026 Results
James Hunt / The Block:Circle reports $865 million in Q3 revenue and reserve income, discloses 5% workforce reduction
Unchained:Circle Cuts About 5% of Its Workforce in Quarter Lifted by ARC Token Presale
Jamie Crawley / CoinDesk:Circle beats earnings expectations on strong revenue, but cuts 5% of its workforce
Bitcoin Insider:Circle Q3 Revenue Rises 17% to $865 Million, but ARC Presale Drives the Gain
Micah Zimmerman / Bitcoin Magazine:Circle (CRCL) Cuts About 5% of Workforce as Q3 Revenue Hits $865M
Decrypt Agent / Yahoo Finance:USDC Issuer Circle Quietly Cuts 5% of Staff in Profitable Quarter
investor.circle.com:Circle Reports Third Quarter 2026 Results
Rafe Rosner-Uddin / Financial Times:
Uber reports Q3 revenue up 10% YoY to $14.8B, Gross Bookings up 20% to $59.8B, trips up 16% to 4.1B, and plans to scale its autonomous fleet to 2,000+ in 2027 — Ride-hailing group aims to have 2,000 robotaxis on road by end of next year but will still trail rival Waymo
More:CNBC, Uber, Quartz, Wall Street Journal, and Bloomberg
X:@eric_seufert, @buccocapital, @modestproposal1, and @squawkcnbc
More:
Lora Kolodny / CNBC:Uber beats on revenue, CEO tells CNBC the company is ‘investing significantly’ to add drivers
Uber:Uber Announces Results for Third Quarter 2026
Cris Tolomia / Quartz:Uber's revenue growth slowed as driver shortages weighed on ride-hailing
Kelly Cloonan / Wall Street Journal:Uber's Revenue Growth Slows Amid Headwinds From Fuel Prices, Tighter Driver Supply
Natalie Lung / Bloomberg:Uber's Ride-Hail Bookings, Trips Miss on Overseas Driver Crunch
X:
Eric Seufert / @eric_seufert:Uber and UberEats processed 320MM trips over Halloween week. 500 orders were made through an agent. Four rides were booked through an agent. Agentic commerce is a mirage.
@buccocapital:Uber fulfilled 4 (four) rides from AI agents last quarter lmao
@modestproposal1:I guarantee these four people are on Twitter
@squawkcnbc:Uber CEO @dkhos breaks down the company's mixed Q3 results as he says the rideshare giant saw “more demand than supply”. https://www.cnbc.com/...
More:Barron's Online, Investor's Business Daily, Yahoo Finance, and electrive.com
X:@worldlyreviewer.Forums:r/ValueInvesting and r/SelfDrivingCars
More:
Ty Roush / Barron's Online:Uber's Delivery Business Narrows Gap With Ride-Sharing. Now Comes the Robo-Taxi Push.
Ryan Deffenbaugh / Investor's Business Daily:Uber Stock Rises As Q3 Earnings Beat Despite Slower Bookings Growth
Pras Subramanian / Yahoo Finance:Uber stock rises despite weaker profit forecast
Cora Werwitzke / electrive.com:Waymo robotaxis occupy public charging stations in US cities in droves
X:
Abhimanyu Yadav / @worldlyreviewer:Looks like Waymo is still stuck with Uber for another year unfortunately [embedded post]
Forums:
r/ValueInvesting:Waymo To Shutter Uber Operations, Waymo Co-CEO Says Uber App Deal Was ‘Crapshoot’ for Riders
r/SelfDrivingCars:Waymo to End Exclusive Uber Robotaxi Deal, Citing Rider Consistency Concerns
Tencent releases its Hy4 open-weight foundation model, which it says joins the top tier of Chinese open-weight AI for the first time, and plans a Flash version — Tencent Holdings Ltd. released a foundation model Wednesday that it said joins the top tier of Chinese open-weight AI systems for the first time.
More:hy.tencent.ai, SiliconANGLE, and South China Morning Post
X:@yonglongt, @shunyuyao12, @tencenthunyuan, @thepandaily, @jumperz, @ivanfioravanti, @tencentai_news, @arena, @kimmonismus, @shengjiewa34067, and @tencenthunyuan.Forums:r/accelerate
More:
hy.tencent.ai:Introducing Hy4 — Today, we're releasing Hy4, another major leap forward that places Hy among …
Kyt Dotson / SiliconANGLE:Tencent releases Hy4, powerful frontier LLM introducing visual understanding and computer use
Iris Deng / South China Morning Post:Tencent unveils Hy4 as open-weight AI race with DeepSeek, Z.ai, Alibaba heats up
X:
Yonglong Tian / @yonglongt:Guess folks still love high-performing open-weight models 👀 We are taking a cautious approach to release the weights. Give it a spin and let us know what you think!
Shunyu Yao / @shunyuyao12:Proud of what we've achieved under a year! Priortize security, usefulness, human evals, and generalization. Favorite part of mine is the bottom line of the plot 😂
Tencent Hy / @tencenthunyuan:Introducing Hy4
@thepandaily:@Techmeme In Tencent's blind finance eval with 213 professionals across 579 real tasks, Hy4 scored 3.04, ahead of DeepSeek V4.1 Flash at 2.97 and Kimi K3.1 Pro and GLM-5.3 at 2.68. A cheaper Flash version is promised soon.
@jumperz:wild, HY4 is out and it's looking really good.. here's where it really good at > finance research: #1 among open models in Tencent's evaluations > game dev: +19.1% improvement, trained for Unity, Unreal, and Godot > frontend: strong at building complex UIs and full-stack apps > computer use: work...
Ivan Fioravanti / @ivanfioravanti:Here it is! This is the model I was early testing in these days! Don't underestimate Tencent. 🚀
@tencentai_news:Meet Hy4. Out of preview. ◆ First Hy model with eyes: native vision + computer use. ◆ The price stayed in preview. The benchmarks didn't. ◆ Open weights coming soon. Hy4 Flash right behind.
@arena:Exciting news from Agent Arena: Hy4 by @TencentHunyuan just landed #14 overall. Currently proprietary, but once its weights are released it will tie with Kimi K3.1 Pro for #1 among open models! Across +8.5K real-world, long-horizon agentic sessions from our global community of users, Hy4 delivers...
@kimmonismus:Tencents new Hy4 looks like a serious challenger to the strongest open-weight AI models. …
Shengjie Wang / @shengjiewa34067:Built for production—intelligence + user experience is the ultimate goal we pursue. Backed by Tencent's strong product capabilities and user feedback, we can confidently say our data flywheel is among the top in the world. Looking forward to the next version spinning the flywheel even faster!
Tencent Hy / @tencenthunyuan:👋Hy4 is here, new with vision. Firmly among the leading open models. More productive everywhere: finance, frontend, game, officework, research... Built responsibly, with cyber/biosecurity in mind. Try it out and let us know! 🔗：https://hy.tencent.ai/ ...
Forums:
r/accelerate:Tencent releases Hy4, it claims to rank among the world's strongest open-weight models
David Swan / The Age:
Canva says it is restructuring, impacting 1,271 jobs, or 22% of its staff, across layoffs and relocations, as it merges its product, growth, and platform teams — Canva will cut more than 1000 jobs in a major restructure in response to slowing growth at the design giant.
More:Canva, The Guardian, Bloomberg, CTech, Creative Bloq, The Verge, Livemint, Neowin, Adweek, Nairametrics, TechRadar, TechCrunch, The Information, Forbes Middle East, Financial Express, Storyboard18, The Tech Portal, Newser, Free Press Journal, Silicon Republic, Newsweek, Information Age, The Register, Australian Financial Review, and Daily Mail
X:@hameonline, @p_remarks, @beaniemaxi, @markdistef, @dialgg, @cargoshortdad64, @10footinvestor, @markdistef, @forgebitz, and @puppyeh1.LinkedIn:Melanie Perkins.Forums:r/Affinity
More:
Canva:An important update on our team
Jonathan Barrett / The Guardian:Canva layoffs: design giant to cut or relocate more than 1,200 jobs in major restructure
Angus Whitley / Bloomberg:Canva Announces Layoffs, Job Changes for About 22% of Workforce
CTech:Canva to cut 1,271 jobs as growth slows for first time in a decade
Joe Foley / Creative Bloq:Canva's mass layoffs are a warning sign for creative tech
Jay Peters / The Verge:Canva is announcing changes and layoffs affecting 22 percent of its staff
Livemint:Canva layoffs: Amid job cuts, check severance package offered to 1,271 employees - 6 months' salary, MacBooks and more
Paul Hill / Neowin:Canva cutting 22% of workforce in major restructuring and shifting primary product hub
Rebecca Stewart / Adweek:Canva to Cut or Redeploy 22% of Staff Following ‘Hardest Year Yet’
Samuel Daniel / Nairametrics:Canva restructures workforce, affecting 1,271 employees globally
Craig Hale / TechRadar:Canva reveals major restructuring potentially affecting over a thousand jobs
Ivan Mehta / TechCrunch:Canva lays off over 1,200 people amid slowing growth
Tiffany Li / The Information:Canva Lays Off Workers After AI Rollout Problems
Ian Sayson / Forbes Middle East:Billionaire Couple-Led Canva Plans Job Cuts As Part Of Business Overhaul Amid Slowdown
Ashima Grover / Financial Express:How Canva is softening the blow of 1,271 layoffs with free MacBooks & $10K startup grants
Storyboard18:‘Feels like déjà vu’: Canva employee recalls Google layoffs amid restructuring affecting 1,271 employees
Surabhi Sundaram / The Tech Portal:Canva lays off 22% of its workforce as growth slows for the first time in a decade
Polly Davis Doig / Newser:Canva Gives ‘a Masterclass in How to Handle Layoffs’
Free Press Journal:Canva To Cut 1,271 Jobs, Around 22% Of Global Workforce, As CEO Melanie Perkins Announces Major Global Restructuring
Laura Varley / Silicon Republic:Canva announces major job cuts and restructuring of its workforce
Amanda Greenwood / Newsweek:Canva Exit Package Praised As Tech Company Announces Layoffs
Tom Williams / Information Age:Canva cuts jobs in major restructure affecting 1,200 staff
Simon Sharwood / The Register:Aussie Adobe assailant Canva announces layoffs in re-org affecting 22% of staff
Emma Rapaport / Australian Financial Review:Canva announces first ever redundancy round, 22pc of staff impacted
Maisy Rae / Daily Mail:Aussie software giant Canva cuts hundreds of jobs as AI continues to reshape the workforce
X:
Hamish Bultitude / @hameonline:Extremely sad day for Aussie tech. Canva should be a reminder that you should strike when the iron is hot and not rest on your backside. I'm confident that many wonderful engineers will be unshackled from this and will spread their wings. On to better things!
@p_remarks:I promise you if AI capex spending rolls, the entire economy is going to roll. Staples will get rolled. Lots of healthcare will too. Will be few hiding spots.
@beaniemaxi:Am I the only one shocked that Canva has nearly 6000 employees? What in the world could 6000 people possibly do there?
Mark Di Stefano / @markdistef:Canva's terms for departing employees are both exceedingly generous and a window into modern tech: * Six months salary * A year healthcare * A year of LinkedIn premium * A $10k grant to start a business * Keep your MacBook
@dialgg:do u think the consultants that did the canva layoffs have been reading y'all's takes about taste being moat and the power of storytelling
@cargoshortdad64:Canva is a mom and pop shop that accidentally grew too big that they now have to participate in the AI arms race and they're talking about cutesy design templates while we're witnessing the birth of digital gods
Clifford / @10footinvestor:people in tech are going to look back on these years like the post-GFC years in finance when all of the things that were sweet and good in the world (read: high wages, easy work) went away
Mark Di Stefano / @markdistef:Faarking hell: Canva announces deep lay offs hitting 22 per cent of its employees.
Klaas / @forgebitz:watch canva get bending spooned
Jeremy Raper / @puppyeh1:Canva had two whole years to IPO as the hottest thing in the Aus market, and they missed it. Window is now not only closed, but decent chance (post firmus) it simply doesn't re open mid term. Expect trade sale for an exit here in <1yr
LinkedIn:
Melanie Perkins:Today, we shared some incredibly difficult news with our team at Canva. We're making significant changes to how we're organised …
Forums:
r/Affinity:Canva announces layoffs affecting over 1000 employees
Jagmeet Singh / TechCrunch:
Revolut hits a $115B valuation, up from $75B in November 2025, after a secondary share sale led by Glade Brook, Coatue, and others, as it plans a US bank launch — Revolut's investors have completed a secondary share sale that values the British fintech at $115 billion …
More:Tech.eu, FinSMEs, Disruption Banking, and Reuters
More:
John Reynolds / Tech.eu:Revolut confirms $115BN valuation, after completing secondary sale
FinSMEs:Revolut Closes Fundraising Establishing $115 Billion Valuation
Disruption Banking:Revolut completes fundraising process establishing $115 billion valuation
Reuters:Revolut's rise to become Europe's $115 billion big bank rival
Google says it expanded voluntary exit buyouts in June to employees across Canada, France, Germany, Japan, and Switzerland to manage costs amid huge AI spending — Alphabet's Google (GOOGL.O) has expanded employee buyout offers to several countries this year as it looks to rein …
More:CTech, The American Bazaar, Storyboard18, PPC Land, and Livemint.Forums:r/Layoffs
More:
CTech:Google expands buyouts while Wiz acquisition helps lift headcount to record levels
Nileena Sunil / The American Bazaar:Google joins Microsoft in expanding employee buyouts as AI costs rise
Storyboard18:Google offers voluntary exits to employees across five countries as AI costs rise
Luis Rijo / PPC Land:Google offers exit packages in 5 more countries as AI costs mount
Sayak Basu / Livemint:Google expands voluntary buyouts to 5 more countries after hiring spree: Is India included?
Forums:
r/Layoffs:❗️Google extends voluntary buyout offers to employees in several countries
Sawdah Bhaimiya / CNBC:
The French Blood Establishment says external providers' blood cold storage units were hacked to raise temperatures, in a wave of refrigeration cyberattacks — Choose CNBC as your preferred source on Google and never miss a moment from the most trusted name in business news.
More:The Register, BBC, Telegraph, The Record, PCMag, Help Net Security, The Guardian, France 24, Business Insider, Associated Press, The Sun, TechRadar, and ITPro.Bluesky:@pogue.omg.lol
More:
Connor Jones / The Register:Cyberattack on French plasma stores is enough to make your blood boil
Joe Tidy / BBC:French blood supplies impacted by freezer hacks as theories swirl about culprits
Lily Shanagher / Telegraph:Hackers hit French national blood bank
Alexander Martin / The Record:French blood service hit by Europe-wide cyberattacks on refrigeration
Jon Martindale / PCMag:Hackers Hit French Blood Plasma Freezers in Latest Attack on Cooling Companies
Zeljka Zorz / Help Net Security:Cyberattack hits French blood banks
Jon Henley / The Guardian:French blood banks hacked in latest cyber-attack on Europe
France 24:French blood banks foil new cyberattack targeting refrigerators
Alice Tecotzky / Business Insider:Hackers tried to literally boil blood in France
Associated Press:Cyberattack on French blood bank fridges thwarted before damage to products and samples
Claudia Lee / The Sun:Blood banks hit by cyber attacks in France in bid to destroy supplies days after supermarket fridge hack across Europe
Alex Blake / TechRadar:Hackers target French blood banks in latest freezer attack amid UK warnings
Jane McCallion / ITPro:French blood service hit by cyber attack threatening to turn stocks into “black pudding”
Bluesky:
@pogue.omg.lol:destroying food via attacking refrigeration units is one thing, but cmon iranian hackers [embedded post]
Danial Azhar / Bloomberg:
Google plans to spend $15B across 2027 and 2028 to expand its data center and cloud operations in Malaysia, including on new computing hubs and water security — Alphabet Inc.'s Google said it plans to spend $15 billion to expand data center and cloud operations in Malaysia …
More:DatacenterDynamics, Reuters, Wall Street Journal, Malay Mail, and Agence France-Presse.X:@fundaai
More:
Georgia Butler / DatacenterDynamics:Google commits to $15bn investment in Malaysian data centers
Reuters:Google to invest $15bn in Malaysia's data center expansion
Ying Xian Wong / Wall Street Journal:Google to Invest $15 Billion in Malaysia Over Two Years
Muhammad Yusry / Malay Mail:Google commits additional US$15b to Malaysia data centre expansion over two years, projects 37,000 jobs as Anwar hails investment
Agence France-Presse:Google unveils $15 bn data centre investment in Malaysia
X:
Funda / @fundaai:Most existing data center capacity is held by CSPs, while most new capacity in Texas is being added by neoclouds. CSPs can also add capacity outside the U.S. (see $GOOG recent 15bn investment in Malaysia) https://www.bloomberg.com/... [embedded post]
Apple launches iOS 27.3 beta, adding Apple Intelligence in China with an Alibaba-powered content filter, and watchOS 27.3 beta, with Siri Recap and Live Rewind — Apple Inc. rolled out the first developer beta versions of iOS 27.3 and watchOS 27.3 on Tuesday, putting new features …
More:Apple Support, Tech Advisor, Apple, The Verge, 9to5Mac, Dexerto, MobileSyrup, MacStories, 9to5Mac, 9to5Mac, 9to5Mac, Apple Developer, MacRumors, MacDailyNews, Business Standard, Digit, GSMArena.com, iClarified, 9to5Mac, AppleInsider, 9to5Mac, MacRumors, AppleInsider, 9to5Mac, MacRumors, MacRumors, AppleInsider, MacRumors, Macworld, and MacRumors
X:@mweinbach, @parkerortolani, @aaronp613, @markgurman, @rsgnl, @rsgnl, and @markgurman
More:
Apple Support:About Audio Intelligence features on Apple Watch Series 12 and Apple Watch Ultra 4
Thomas Deehan / Tech Advisor:Apple Watch's controversial new feature is finally rolling out
Apple:Redesigned Health app expands language support
Victoria Song / The Verge:Here's what it's like to use Audio Intelligence on the Apple Watch
Zac Hall / 9to5Mac:Apple announces Fitness+ Gym Strength program with personalized workout plans
Dylan Horetski / Dexerto:Apple Watch now listens to in-person conversations & lets you rewind them
Dean Daley / MobileSyrup:Apple redesigns Health app with Siri AI at its core
Federico Viticci / MacStories:Testing Audio Intelligence with Siri Recap in watchOS 27.3
Ryan Christoffel / 9to5Mac:iOS 27.3 introduces new iPhone Duo feature for one-handed use
Ryan Christoffel / 9to5Mac:iOS 27.3 adds all-new Apple Health app, details here
Chance Miller / 9to5Mac:iOS 27.3 and macOS 27.3 add Vertical Tabs, Adaptive Dark Mode, and more to Safari
Apple Developer:Get ready with the latest beta releases
Juli Clover / MacRumors:iOS 27.3 Beta Brings Apple Intelligence to China
MacDailyNews:Apple launches beta for always-listening AI tools on Apple Watch
Sweta Kumari / Business Standard:Apple 27.3 developer beta brings Siri AI, Health app and Audio Intelligence
Ashish Singh / Digit:Apple Health app gets major AI upgrade with personalised insights and a new Health Age feature
GSMArena.com:Apple Watch Series 12 and Ultra 4's controversial AI features are going live
Shalom Levytam / iClarified:iOS 27.3 Beta Adds Horizontal Reachability to iPhone Duo
Marcus Mendes / 9to5Mac:iOS 27.3 brings the iPhone Duo's revamped StandBy to other iPhones
Malcolm Owen / AppleInsider:Apple Intelligence arrives in China via iOS 27.3 developer beta
Ryan Christoffel / 9to5Mac:iOS 27.3 expands Siri AI to these new languages
Juli Clover / MacRumors:Apple Fitness+ Gets Gym Strength Plans in iOS 27.3
Malcolm Owen / AppleInsider:How to use iPhone Duo Reachability in iOS 27.3 beta
Ryan Christoffel / 9to5Mac:iOS 27.3 brings Apple Intelligence features to China
Joe Rossignol / MacRumors:iOS 27.3 Adding New StandBy Mode Features to iPhone 11 and Newer
Juli Clover / MacRumors:Siri AI Gets More Capable in iOS 27.3
Andrew O'Hara / AppleInsider:Apple brings 3 big new features to Safari on iPhone, iPad, & Mac in initial 27.3 beta
Juli Clover / MacRumors:watchOS 27.3 Brings Live Rewind and Siri Recap to Apple Watch
Jason Cross / Macworld:iOS 27.3 beta is out now with a new Health app, Siri AI expansion, and more
Juli Clover / MacRumors:iOS 27.3 Beta Brings Back Apple's Redesigned Health App
X:
Max Weinbach / @mweinbach:There are a ton of little Duo usability tweaks in iOS 27.3 around keyboard, noticed a new in iMessage, probably more. Lots of shifting around UI elements to show more content
Parker Ortolani / @parkerortolani:this is a great update, not necessary imo, but will help a bit
Aaron / @aaronp613:iOS 27.3 beta 1 adds Reachability on iPhone Duo
Mark Gurman / @markgurman:The betas also include Reachability on the iPhone Duo, the new Duo StandBy Mode on non Duos, and support for Siri Mode in Camera and Visual Intelligence with Apple Pencil in iPadOS.
Joe Rossignol / @rsgnl:iOS 27.3 beta 1 adds vertical tabs to Safari. This extends to iPadOS 27.3 and macOS 27.3.
Joe Rossignol / @rsgnl:Apple today released the first betas of iOS 27.3, macOS 27.3, watchOS 27.3, and so forth. iOS 27.3: - Apple's redesigned Health app - A subset of Apple Intelligence features in China, but no Siri AI or Image Playground - More 👀 watchOS 27.3: - Siri Recap - Live Rewind
Mark Gurman / @markgurman:Apple Intelligence in China, redesigned Health app, AI listening features on the Apple Watch are all in the new betas. https://www.bloomberg.com/... [embedded post]
More:MacRumors, The Verge, The Independent, BGR, The Apple Post, Phandroid, Tom's Guide, 9to5Mac, iPhone in Canada, iThinkDifferent, and iClarified
X:@viticci, @mattcassinelli, @cocktailpeanut, @b0ngled, @davidpawlan, @tinadebove, @omooretweets, @markgurman, @timsneath, @dancunderwood, @johnvoorhees, @itsnoahd, @dylanmcd8, @dylanmcd8, @mweinbach, @mattcassinelli, and @viticci
Mastodon:@beccaowen@mastodon.social, @agiletortoise@mastodon.social, and @mgorbach@mastodon.social
Forums:r/bevelhealth and r/apple
More:
Juli Clover / MacRumors:Apple Seeds First iOS 27.3 Beta
Emma Roth / The Verge:Apple starts giving Siri AI access to third-party apps
Andrew Griffin / The Independent:Apple opens up Siri to all apps as it continues to transform its voice assistant
José Adorno / BGR:5 Big Changes Coming To Your iOS Devices Before The End Of 2026
Tom Sykes / The Apple Post:iOS 27.3 beta adds major Siri AI, Health, Safari and iPhone Duo features
Tyler Lee / Phandroid:Apple Is Opening Siri AI to Every App Developer Starting Now
Jeff Parsons / Tom's Guide:iPhone Duo just got a usability feature it should have had at launch, thanks to iOS 27.3
Benjamin Mayo / 9to5Mac:Developers can now create advanced ‘app skills’ for Siri AI
John Quintet / iPhone in Canada:Apple Just Opened Siri AI to Every App, Here's What Changes
Imran Hussain / iThinkDifferent:Apple Opens Siri AI to Third-Party Apps in the iOS 27.3 Beta
Shalom Levytam / iClarified:Apple Opens Siri AI App Integrations to All Developers
X:
Federico Viticci / @viticci:These are some of the actual skills Apple is using for Siri AI in iOS 27.3 - there's a skill to teach Siri how to select and insert text in Notes - they made a skill to tell Siri about file types supported in the Files app - a lot of examples of what NOT to do (sign of an old model)
Matthew Cassinelli / @mattcassinelli:The best Siri AI news is hidden in the documentation - she can accept values in the request! Currently, you must ask with a specific phrase and following up with an answer. Soon, you can make a single request with the answers included: “Siri, find me an economy class flight from San Francisco to Los Angeles next Friday in airline app name.”
@cocktailpeanut:Progressive web apps are not included. May look small but has some interesting implications https://developer.apple.com/ ...
Daniel Hsu / @b0ngled:So excited about the Siri AI Developer Preview and incredibly proud of the team. Check it out, get those agents cranking, and send us feedback! https://developer.apple.com/ ...
David Pawlan / @davidpawlan:Siri seems to be shifting into an agent platform, feels like a deviation from Apple's historical closed ecosystem A TLDR of what's available: > Any app can now give Siri its actions, like ordering, booking or tracking, and Siri runs them inside the app > Devs can configure Siri to chain several...
Tina Debove / @tinadebove:... the absence of Siri AI here in the EU is going to be much more noticeable...
Olivia Moore / @omooretweets:Big step from Apple in opening up agentic experiences on iOS IMO, they've been slower to ship first-class AI features natively that really push the boundaries...which makes sense given their massive user base This is a huge opportunity for consumer founders on mobile
Mark Gurman / @markgurman:Apple finally makes good on the final piece of the new Siri announced three years ago.
Tim Sneath / @timsneath:Starting today with the 27.3 betas, the new Siri AI Developer Preview enables apps to integrate with Siri AI. New APIs that you can build with, documented here: https://developer.apple.com/ ...
Dan Underwood / @dancunderwood:For those who missed it, at WWDC we gave a session on how to think through security for your app with these kinds of integrations - now is a great time to watch it if you haven't yet! https://developer.apple.com/ ...
John Voorhees / @johnvoorhees:This is a big deal folks. It promises to open up Siri AI much wider, so it can do a lot more.
Noah / @itsnoahd:This is very exciting. I am looking forward to Siri being a viable assistant on my phone.
Dylan / @dylanmcd8:Siri AI is about to get so powerful
Dylan / @dylanmcd8:FINALLY. THANK YOU
Max Weinbach / @mweinbach:Oh shit, with Siri AI in 27.3 it can use any app intent in any app Big update to Siri being able to do things with your apps
Matthew Cassinelli / @mattcassinelli:Best news of the year
Federico Viticci / @viticci:The expanded Siri AI is actually a bigger deal - from Apple: “Today's preview allows any app to bring its content and actions directly into Siri AI by using App Intents” So Apple is moving away from specific domains. This is great. https://developer.apple.com/ ...
Mastodon:
Rebecca Owen / @beccaowen@mastodon.social:Very excited about app intent support in Siri AI for @chronicling. I was considering trying to explain to users why I couldn't adopt Siri AI as an app that doesn't conform to any of the schemas, but now I don't have to. — https://developer.apple.com/ ...
Greg Pierce / @agiletortoise@mastodon.social:This sounds amazing, and I didn't think we'd see App Intents integration into Siri AI until next WWDC^ — ^ I'm so burnt out on betas and new things. — https://developer.apple.com/ ...
Michael Gorbach / @mgorbach@mastodon.social:Big news for our developers! We are shipping a developer preview that dramatically expands the capabilities of all apps to integrate into Siri. So excited to see what you folks do with this. — https://developer.apple.com/ ...
Forums:
r/bevelhealth:Bevel could be unbelievable with Siri AI integration
r/apple:Siri AI is now open to all developers - Apple Developer
Neil Kakkar / The Pragmatic Engineer:
A software engineer details how he went from merging eight to 20 pull requests per month to 200+ after joining AI-native creator startup Tano eight months ago — Before we start: I'm in San Francisco this week and there are a few remaining spots for these live events (registration required):
X:
Neil Kakkar / @neilkakkar:1/ I won @Pragmatic_Eng 's essay competition! The essay just went live: https://newsletter.pragmaticengineer.co m/ ... I write about how AI is changing software engineering, contrasting @posthog 's pre-AI excellent engineering culture with Tano's, a young AI-native startup.
Stephen Council / Business Insider:
Cat Wu, product lead for Claude Code and Cowork, says she has left Anthropic; Thariq Shihipar, who worked on Claude Code, announced his departure on October 24 — - Cat Wu, who helped scale Claude Code into one of tech's most important products, has left Anthropic.
More:AIM.X:@trq212, @amorriscode, @trace_cohen, @danielmiessler, @da7_tech, @chrisgpt, @karrisaarinen, @samhouston, @weswinder, @cgtwts, @ishuagra02, @zoedotai, @page501_, @petergyang, @himanshustwts, @vishalsingh2972, @garrisonlovely, @independenteco, and @_catwu
More:
Siddharth Jindal / AIM:Three Members Behind Claude Code Leave Anthropic Within 10 Days
X:
@trq212:I've left Anthropic after more than a year of working on Claude Code and seeing it scale larger than I ever imagined. I have really loved working at Ant and believe deeply in the mission, and most of all, the idea of a race to the top. The idea that if we work hard and responsibly, we can raise t...
Anthony Morris / @amorriscode:Yesterday was my last day at Anthropic. I created Claude Code on desktop because I believe everyone can be a builder. Every feature request and bug report we got from this community was a gift that impacted millions of lives. I'm eternally grateful for those gifts, the product wouldn't be what it...
Trace Cohen / @trace_cohen:$100M seed incoming
@danielmiessler:Wow, this one's a huge loss for Anthropic. If she goes to SpaceX, GrokBot's going to be 🔥.
@da7_tech:I think the wave of resignations at Anthropic can only mean one of two things 1. fears about being tied to the internal AGI 2. a crazy offer from Elon Musk or maybe both at the same time!
Chris / @chrisgpt:Why do frontier lab employees always leave 2 weeks before their biggest model release? Even when it's a good release.
Karri Saarinen / @karrisaarinen:WoW Forever launch tomorrow is claiming more people
Sam Houston / @samhouston:rides off into the sunset with $ 100M+ of stock after two years of work Yes, I am jealous lol
Wes Winder / @weswinder:wow. what is happening at anthropic?
@cgtwts:holy shit, three people behind Claude Code have recently left Anthropic.
Ishu Agrawal / @ishuagra02:Another OG has left Anthropic. Don't know what's going on pre-IPO, but really hoping Lydia stays.
Zoe / @zoedotai:why are top anthropic employees leaving right before ipo ?? WHY ???
Abhi / @page501_:A question for @matt_levine - if you leave right before IPO, can you sell immediately instead of waiting out the lock up?
Peter Yang / @petergyang:Can't believe how many people are leaving Anthropic to play World of Warcraft Forever smh j/k what a generational run from cat
Himanshu / @himanshustwts:1) what it just seems like this trio of ex-claude code team is cooking something but it makes sense as well as IPO is approaching.
Vishal Singh / @vishalsingh2972:first Anthony Morris on Oct 23, then Thariq Shihipar on Oct 24, and now Cat Wu too? three key Claude Code folks leaving right before Anthropic's IPO and a rumored Fable 5.5 launch. something feels a little sus ngl 🤨 burnout? new startups? already vested enough equity? or just not interested in...
Garrison Lovely / @garrisonlovely:“Today, the default is trusting Claude's judgment to auto-approve.” There was a time this would have been a cause for concern, not something to brag about.
@independenteco:Anthropic just lost one of its lead PMs Cat had a technical engineering background and will be hard to replace. There is now a trend of several high profile individuals leaving Anthropic before IPO. I'm not sure what is going on in the Claude team but it sure looks like something is happening.
Cat / @_catwu:Friday was my last day at Anthropic. Two years ago, when Claude Code was a small internal tool, I asked it to build an RL env. I steered it for tens of hours but never manually wrote a line of code. It worked, I was hooked, and I joined the team. When we first launched, most people approved every...
Ben Gartside / Wired:
UK AI Minister Kanishka Narayan says AI is set to add £55B to £140B to the economy by 2030, below a £400B estimate from a Google-led report touted by officials — The AI minister now concedes the estimated figure is less than a third of that. Researchers blame the country's slow rate of adoption
X:@bengartside.Forums:r/unitedkingdom and r/uknews
X:
Ben Gartside / @bengartside:For WIRED I've looked at how the UK is predicting economic growth from AI, and the frustration of some legislators about the role of hype and the industry's claims in these calculations: https://www.wired.com/...
Forums:
r/unitedkingdom:UK Officials Said AI Would Add £400 Billion to the Economy. That Figure Mainly Came From Google
r/uknews:UK Officials Said AI Would Add £400 Billion to the Economy. That Figure Mainly Came From Google
Analysis: SpaceX revises its 2027 data center capacity target up to a record ~13GW, roughly equivalent to all of Google's capacity from 1999-2026 in 1.5 years — Making 13GW in 1.5 Years A Reality, Repurposing Rocket Ship Campuses, A Datacenter at TeraFab? — Reyk Knuhtsen, Jeremie Eliahou Ontiveros, and Dylan Patel
X:@semianalysis_, @sundeep, @trungtphan, @shaunmmaguire, @spcx100t, @0xdevshah, @beffjezos, and @ninadschick.Forums:r/NBIS_Stock
X:
@semianalysis_:Elon Is Doing It Again: SpaceX Will Be The World's Biggest AI Cloud Making 13GW in 1.5 Years A Reality https://newsletter.semianalysis.com/ ...
Sunny Madra / @sundeep:Building the equivalent of 17 years of capacity in 18 months. All on @nvidia gear!
Trung Phan / @trungtphan:SpaceX completing the build of 13GW from here through 2027 “would be the largest amount of datacenter capacity ever built by any one company in that timeframe, roughly equivalent to all of Google's datacenter capacity from 1999-2026 in just 1.5 years.”
Shaun Maguire / @shaunmmaguire:Very interesting analysis...
Vincent / @spcx100t:Now I am not the only one saying it. $SPCX will become world largest SI Cloud.
Dev Shah / @0xdevshah:Sama - dram sitting idle on consumer computer is net negative Elon - here's a 13gw dyson sphere
@beffjezos:“This would be the largest amount of datacenter capacity ever built by any one company in that timeframe, roughly equivalent to all of Google's datacenter capacity from 1999-2026 in just 1.5 years. We think it's possible and have already identified >9GW of capacity.” Bruh. 😳
Nina Schick / @ninadschick:When @elonmusk and his engineers wired together 100,000 GPUs in 122 days, then added another 100,000 in another 90 days ... (this was all the way back in 2024, a superhuman feat of engineering) it was already clear. No one is better than Elon at building and bringing the ‘atoms’ and making 'electron...
Forums:
r/NBIS_Stock:SemiAnalysis think SpaceX Will Be The World's Biggest AI Cloud
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Isaac Kasahara / Pangram:
More:Pirate Wires.X:@harrissockel, @evanmilenko, @max_spero_, @pangram, @pangram, and @pangram
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Evan Milenko / Pirate Wires:Exclusive: Pangram Can Now Detect AI Video
X:
Harris / @harrissockel:interesting detail from this piece, via @max_spero_: Pangram delayed its plans to launch AI image detection after discovering that (real) people and objects, in photos taken w/ iPhone 18 Pros, were flagged as AI. They think Apple may be using AI to process photos after they're taken. Pangram boug...
Evan / @evanmilenko:I spoke with Pangram CEO @max_spero_ to discuss what it takes to make AI image and video detectors that actually work where users stumble upon AI content most: social media feeds, where compression and shoddy image quality make it even harder to tell what's real and what's fake.
Max Spero / @max_spero_:We've been working towards AI image and video detection for months, and now it's finally here. There were a lot of challenges along the way. There are way more AI image/video models than frontier LLMs, and their outputs are more diverse. Most phone cameras, including iPhones, do some level of AI...
@pangram:Our video detection is powered by Pangram Image 1.0 Flash, a lighter-weight model that makes frame-by-frame detection possible. Pangram Image 1.0 Flash achieves 98.57% accuracy on AI videos, vs. 84.2% by the next best competitor.
@pangram:We first launched Pangram Image 0.1 as a research preview in July to overwhelmingly positive feedback. Pangram Image 1.0 has improved performance on deepfakes, low resolution images, and frontier generation models.
@pangram:Introducing Pangram Image 1.0, our newest model for AI image and video detection. Pangram Image 1.0 identifies 99.2% of AI-generated images while maintaining a 0.27% FPR. It integrates into our Chrome extension, so you can check for AI images and video anywhere on the web.
Ivan Mehta / TechCrunch:
More:FinSMEs, VideoWeek, and Advanced Television
More:
FinSMEs:Titan OS Raises $46M in Funding
Dan Meier / VideoWeek:Titan OS Raises $46 Million in Latest Funding Round
Advanced Television:Titan OS announces $46m funding round
Ryan Weeks / Bloomberg:
Deborah Sophia / Reuters:
More:TeraWulf Inc., Finimize, and Unite.AI
More:
TeraWulf Inc.:TeraWulf Secures Google Credit Backstop for Project Financing in Support of $19 Billion Anthropic Lease; Executes Definitive Fluor EPC Agreement
Finimize:Google Backstops TeraWulf's Anthropic Data Center Build
Theo Nash / Unite.AI:TeraWulf Lines Up Google Backstop for Anthropic's Kentucky AI Campus
Duncan Riley / SiliconANGLE:
More:CTech, FinSMEs, Globes, and Axios
More:
Meir Orbach / CTech:Ex-Unit 8200 commander's Sentra raises $150 million to secure corporate data as AI agents proliferate
FinSMEs:Sentra Raises $150M in Funding
Meytal Vaizberg / Globes:Israeli cybersecurity co Sentra raises $150m
Chris Metinko / Axios:Data security startup Sentra raises $150M
More:FinSMEs
More:
FinSMEs:Nooks Raises $500M in Funding
More:Silicon Valley Business …, The Register, CRN, Wall Street Journal, Reuters, RTÉ, HP, Seeking Alpha, and Reuters
X:@hp.LinkedIn:Emma Walmsley
More:
Gary J. Boulanger / Silicon Valley Business Journal:Former GSK chief Emma Walmsley named HP CEO as company pivots to AI hardware
Paul Kunert / The Register:HP Inc hires former GSK boss as CEO
Kyle Alspach / CRN:5 Things To Know About New HP CEO Emma Walmsley
Colin Kellaher / Wall Street Journal:HP Taps Former GSK Executive Emma Walmsley as Next CEO
Aatreyee Dasgupta / Reuters:Who is HP's new CEO Emma Walmsley?
RTÉ:HP names former GSK chief Emma Walmsley as CEO
HP:HP Inc. Appoints Emma Walmsley as Chief Executive Officer
Chris Ciaccia / Seeking Alpha:HP names Emma Walmsley as new CEO
Anzar Mehraj / Reuters:HP names former GSK chief Emma Walmsley as CEO
X:
@hp:We're thrilled to welcome Emma Walmsley as our next Chief Executive Officer, effective January 4, 2027. Emma has the experience and skills to bring HP's businesses, capabilities and people together to capture the opportunities ahead as AI moves to the edge, transforming how we work and live in a mo...
LinkedIn:
Emma Walmsley:I'm delighted to share that I will be joining HP as Chief Executive Officer on January 4. — HP has an extraordinary innovation heritage …
Earlier Picks
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Cris Tolomia / Quartz:Shares of Tesla and SpaceX fall after Elon Musk's midterm election bet backfired
Pras Subramanian / Yahoo Finance:SpaceX and Tesla ‘need to find the path forward with Texas’ on the back of midterm ‘Blue Wave’
NBC News:After GOP losses, SpaceX and Tesla shares poised to plunge
Michael Grothaus / Fast Company:Markets rise, but SpaceX and Tesla stocks fall, after Dems take back the House and Senate. Here's why
Paolo Confino / Investor's Business Daily:Tesla, SpaceX Dive As Elon Musk's Big GOP Election Bet Fails
Hindustan Times:Musk feels brunt of Democrats' midterm win as Tesla, SpaceX shares fall
Joe Stonor / Wall Street Journal:Shares in Elon Musk's SpaceX, Tesla Fall Premarket After Democrats Sweep Midterms
David Moadel / 24/7 Wall St.:SpaceX Declines 6%, Tesla Falls 5% as Democratic Sweep Raises Merger and Regulatory Risks; General Motors Rises 2%
Martha Muir / Financial Times:
LinkedIn:Martha Muir
LinkedIn:
Martha Muir:My latest Big Read: why America is struggling to build the electricity grid its AI boom needs. — The US built nearly 4,000 miles of high-voltage transmission in 2013. …
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Bloomberg:China Robot Funding Slows to $1.6 Billion as Shakeout Fears Grow
X:
@thepandaily:ITjuzi's report shows how concentrated it is: the top 20 companies took 59% of the RMB 93.5B, led by X Square Robot's RMB 6.3B Series C. Angel rounds alone topped 100 deals, and Beijing led all cities with 100 deals. [embedded post]
LinkedIn:
Tony Peng:“Ant Group's robotics unit Robbyant said it trained a model using 160,000 hours of material, including 50,000 hours of human-guided robot movements. …
Ivan Mehta / TechCrunch:
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FinSMEs:EloElo Raises $80M in Series C Funding
Etan Vlessing / The Hollywood Reporter:NBCUniversal Invests in India Microdrama Producer in $80 Million Fundraising Round
EloElo Group:EloElo Group Raises $80 Million in Series C Led by Hornbill Capital and NBCUniversal to Reimagine Mobile Entertainment for the Next Billion Users
Reuters:NBCUniversal, MIT Investment join Indian microdrama firm's $80 million funding round
Harsh Upadhyay / Entrackr:EloElo Group raises $80 Mn in Series C led by Hornbill Capital, NBCUniversal
MediaNews4U:EloElo Group raises $80 million in Series C funding led by Hornbill Capital and NBCUniversal
Vikas SN / Moneycontrol:EloElo Group raises $80 million led by Hornbill Capital, NBCUniversal to fuel microdrama, consumer AI ambitions
Javed Farooqui / The Economic Times:EloElo eyes global expansion post $80 million fundraise, aims to build ‘Netflix of micro-drama’
Mario Gabriele / The Generalist:
Xavier Martinez / Wall Street Journal:
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Joe Stonor / Wall Street Journal:Stock Futures Rally, Treasurys Strengthen After Democratic Sweep
X:
Ramez Naam / @ramez:People who work in pharma have a much more realistic view of what AI can and can't do in biology than many in the AI field. AI is only as smart as its data. Experimentation is the bio bottleneck. [embedded post]
Jay Peters / The Verge:
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Steam Community:Steam :: Steamworks Development :: Updates to the Pre-Release Review Process
Milan Stanojevic / Windows Report:Steam Introduces New Game Release Checklist as Reviews Take Up to 12 Days
Jay Peters / The Verge:Indie games are missing launch dates because Steam is backed up
Morgan Park / PC Gamer:Valve admits it's ‘running behind’ on approving Steam games because it has to keep re-reviewing them, which surely has nothing to do with AI
Anna Koselke / GamesRadar:Valve cracks down on Steam game submission process as AI clones and vibe-coded slop flood its store
Forums:
r/pcgaming:Steamworks - Updates to the Pre-Release Review Process
Katie Tarasov / CNBC:
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X:@stockmktnewz, @zerohedge, @patrickmoorhead, @stocksavvyshay, @wallstengine, @stockmktnewz, @jimcramer, and @realnickmugalli.LinkedIn:Siva Kotipalli
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Advanced Micro Devices:AMD Reports Third Quarter 2026 Financial Results
Bloomberg:AMD Forecast Exceeds Estimates as AI Chip Demand Soars
Simon Sharwood / The Register:AMD projects ~$17B in Q4 revenue, above Intel's $15B to $16B projection, potentially overtaking Intel as the largest x86 processor vendor for the first time
Omor Ibne Ehsan / 24/7 Wall St.:AMD Just Doubled Its Own Long-Term Growth Target for 2027
Stevie Bonifield / The Verge:AMD rides data center riches to ‘largest and most profitable’ quarter in history
Ian King / Bloomberg:AMD Forecast Exceeds Estimates After AI Chip Demand Soars
Yahoo Finance:What sets AMD data centers apart as Intel stock keeps sliding?
Seeking Alpha:Why I'm Not Worried About AMD Anymore (Rating Upgrade)
VideoCardz.com:AMD prepares for even weaker PC market in 2027, expects double-digit decline in shipments
Kim Chang-young / Seoul Economic Daily:AMD Data Center Share Hits 64% vs Intel's 44% as Pivot Pays Off
Cliff Robinson / ServeTheHome:AMD Q3 2026 Earnings Data Center Growth Drives Record Quarter
Robbie Whelan / Wall Street Journal:AMD Beats Wall Street Expectations as it Pivots to Data-Center First Status
X:
Evan / @stockmktnewz:AMD CEO Lisa Su said that more than 10 Million people tried $META's Muse Agent in the first 6 weeks
@zerohedge:AMD Soars After Blowout $17 Billion Guide... As Free Cash Flow Quietly Shrinks To 4% Of Revenue https://www.zerohedge.com/...
Patrick Moorhead / @patrickmoorhead:$AMD Q3: BEAT and raise, it's up sharply after hours: the market is paying for the $17B guide. Stellar execution; the pundits were wrong. The numbers: -Revenue $13.38B, +45% YoY, vs $13.08B consensus: BEAT -Non-GAAP EPS $2.09 vs $1.93 consensus, $1.98 whisper: BEAT -Non-GAAP gross margin 56% vs 56...
Shay Boloor / @stocksavvyshay:It took $AMD all of 2023 to generate $6.5B in data center revenue and it just did $8.5B in a single quarter 🤯
@wallstengine:$AMD says Anthropic, Meta, Microsoft, OpenAI, and Oracle are now running workloads on its first Helios AI racks. Data center revenue nearly doubled to a record $8.5 billion, helping total revenue climb 45% to a record $13.4 billion. CEO Lisa Su says growth should
Evan / @stockmktnewz:$AMD just said it expects to bring revenue of $17 Billion of revenue next quarter AMD brought in $10.3B of revenue in Q4 2025 so $17B would be a growth of 65% YoY and up 27% from this quarter they just reported
Jim Cramer / @jimcramer:AMD so far so good...moving up tech nicely
Nicholas Mugalli / @realnickmugalli:HOLY SHIT! $AMD just guided its December quarter to $17bn of revenue. $INTC guided its entire company to $15-16bn last week for comparison. A few years ago AMD was the scrappy underdog fighting for scraps of Intel's market. Now AMD's quarter is bigger than Intel's whole business. Q3 was clean to...
LinkedIn:
Siva Kotipalli:AMD Q3 earnings: EPYC and Instinct sales drove a record quarter! On track to print $17B next quarter. …
Forums:
r/wallstreetbets:AMD stock jumps 7% on earnings as data center revenue nearly doubles
r/StockMarket:AMD stock jumps 7% on earnings as data center revenue nearly doubles
來源：Techmeme · techmeme.com