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Unity has held talks to be acquired by a consortium including Silver Lake, which owns 8% of Unity, and Saudi Arabia's PIF, discussing a ~$25B valuation

12:10 AM

Wall Street Journal:

Major investors are increasingly skeptical Anthropic's IPO can achieve a $1.5T valuation after a market selloff; one says it could be closer to $1T

12:20 AM

Aaron Holmes / The Information:

Cloud security startup Cyera is planning to raise around $800M in a round led by Cyberstarts at a $20B valuation, up from $12B in June

12:35 AM

Nieman Lab:

Meta indefinitely pauses its new commercial terms, which critics say would let it scrape sites of business users, after publisher outcry and court injunctions

12:45 AM

Kelly Cloonan / Wall Street Journal:

Lyft reports Q3 revenue up 8% YoY to $1.82B, vs. $1.92B est., and a net loss of $0.03 a share, vs. an est. profit of $0.20 a share; LYFT drops 8%+ after hours

12:55 AM

Artificial Analysis:

Artificial Analysis says Inkling 2 Small matches Gemini 3.8 Flash (high) in its index and would be the top open model outside China once its weights are out

1:15 AM

Business Insider:

Thinking Machines Lab is raising $5B led by Accel at a $40B pre-money valuation, more than tripling its valuation from its last public round last year

1:50 AM

The Information:

Filing: Airbnb discloses that it has the option to invest in and license tech from CEO Brian Chesky's stealth AI lab; source: Chesky has self-funded it so far

2:25 AM

Financial Times:

UK neobank Monzo is exploring a new fundraising round valuing it at ~£7.5B after failing to be acquired by Nu Holdings and struggling to sell a stake

3:15 AM

Emma Roth / The Verge:

Perplexity rolls out Teammates, an always-on AI agent system that integrates with Computer to handle multiple roles and execute large-scale tasks simultaneously

4:05 AM

Matthias Bastian / The Decoder:

Google rolls out Gemini Omni 1.2 Flash, which creates clips up to 15 seconds, vs. 10 seconds with Omni 1.1, has better reference adherence, and costs 30% less

5:00 AM

Joel Khalili / Wired:

Potential Sciences, an AI startup building large-scale chemical data sets, secured backing from the UK's Sovereign AI Fund, as part of an eight-figure raise

5:40 AM

Jada Nagumo / Nikkei Asia:

Asian tech stocks plunge amid fears US Democrats may delay data centers; Taiwan's Taiex sees a record intraday point drop, Kospi falls 8.7%, and Nikkei 6.7%

6:20 AM

Reuters:

China's top memory maker YMTC plans to source up to 70% of equipment for its fourth chip factory locally, up from just over 50% for its third factory

Nov 5

New York Times:

NYT has entered exclusive negotiations to acquire Letterboxd for roughly $330M; A24 dropped out of negotiations after price expectations rose

Nov 5

Elias Schisgall / Wall Street Journal:

Cloudflare reports Q3 revenue up 39% YoY to $782.5M, above $737.2M est., a $34.1M net loss, and lifts its FY 2026 guidance; NET jumps 14%+ after hours

Nov 5

Bloomberg:

Airbnb reports Q3 revenue up 19% YoY to $4.9B, above est., Nights and Seats Booked up 16% to 155M, rises its FY 2026 revenue outlook; ABNB jumps 9%+ after hours

Nov 5

Kevin Breuninger / CNBC:

GOP leaders of three House committees ask Jensen Huang for a closed-door briefing on his ties with Megaspeed executive Alice Huang, reportedly a Chinese asset

Nov 5

Rocket Drew / The Information:

California State Senator Scott Wiener, an author of AI safety law SB 53, won Tuesday's election to succeed Pelosi in the US House, campaigning on AI regulation

Nov 5

@metr_evals:

METR: Anthropic redacted much of the "most informative" evidence from METR's 100-page report, so readers "must rely on our judgment more than we consider ideal"

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Unity has held talks to be acquired by a consortium including Silver Lake, which owns 8% of Unity, and Saudi Arabia's PIF, discussing a ~$25B valuation

Major investors are increasingly skeptical Anthropic's IPO can achieve a $1.5T valuation after a market selloff; one says it could be closer to $1T

Cloud security startup Cyera is planning to raise around $800M in a round led by Cyberstarts at a $20B valuation, up from $12B in June

Meta indefinitely pauses its new commercial terms, which critics say would let it scrape sites of business users, after publisher outcry and court injunctions

Lyft reports Q3 revenue up 8% YoY to $1.82B, vs. $1.92B est., and a net loss of $0.03 a share, vs. an est. profit of $0.20 a share; LYFT drops 8%+ after hours

Artificial Analysis says Inkling 2 Small matches Gemini 3.8 Flash (high) in its index and would be the top open model outside China once its weights are out

Thinking Machines Lab is raising $5B led by Accel at a $40B pre-money valuation, more than tripling its valuation from its last public round last year

Filing: Airbnb discloses that it has the option to invest in and license tech from CEO Brian Chesky's stealth AI lab; source: Chesky has self-funded it so far

UK neobank Monzo is exploring a new fundraising round valuing it at ~£7.5B after failing to be acquired by Nu Holdings and struggling to sell a stake

Perplexity rolls out Teammates, an always-on AI agent system that integrates with Computer to handle multiple roles and execute large-scale tasks simultaneously

Google rolls out Gemini Omni 1.2 Flash, which creates clips up to 15 seconds, vs. 10 seconds with Omni 1.1, has better reference adherence, and costs 30% less

Potential Sciences, an AI startup building large-scale chemical data sets, secured backing from the UK's Sovereign AI Fund, as part of an eight-figure raise

Asian tech stocks plunge amid fears US Democrats may delay data centers; Taiwan's Taiex sees a record intraday point drop, Kospi falls 8.7%, and Nikkei 6.7%

China's top memory maker YMTC plans to source up to 70% of equipment for its fourth chip factory locally, up from just over 50% for its third factory

NYT has entered exclusive negotiations to acquire Letterboxd for roughly $330M; A24 dropped out of negotiations after price expectations rose

Cloudflare reports Q3 revenue up 39% YoY to $782.5M, above $737.2M est., a $34.1M net loss, and lifts its FY 2026 guidance; NET jumps 14%+ after hours

Airbnb reports Q3 revenue up 19% YoY to $4.9B, above est., Nights and Seats Booked up 16% to 155M, rises its FY 2026 revenue outlook; ABNB jumps 9%+ after hours

GOP leaders of three House committees ask Jensen Huang for a closed-door briefing on his ties with Megaspeed executive Alice Huang, reportedly a Chinese asset

California State Senator Scott Wiener, an author of AI safety law SB 53, won Tuesday's election to succeed Pelosi in the US House, campaigning on AI regulation

METR: Anthropic redacted much of the "most informative" evidence from METR's 100-page report, so readers "must rely on our judgment more than we consider ideal"