Techmeme
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Cat Wu, product lead for Claude Code and Cowork, has left Anthropic; Thariq Shihipar, who worked on Claude Code, announced his departure last month (Stephen Council/Business Insider)
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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 (The Information)
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Google says its education updates give schools "more choice, not less"; Gemini, Gemini Notebook, and Search are off by default and can be enabled individually (@newsfromgoogle)
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Valve announces changes to Steam's review process, as a surge in game submissions pushes review times to "up to 12 business days", instead of the usual 3-5 days (Jay Peters/The Verge)
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Traversal, which provides AI agents for site reliability engineering, raised $120M co-led by Kleiner Perkins, Redpoint, and Khosla at a $1B valuation (Rashi Shrivastava/Forbes)
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Block reports Q3 revenue up 10% YoY to $6.7B, above est., Cash App gross profit up 27% to $2.07B, raises its full-year profit outlook; XYZ jumps 5%+ after hours (Reuters)
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Canva says it is restructuring, which will impact 1,271 workers, or 22% of its workforce, as it merges its product, growth, and platform teams (David Swan/The Age)
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Revolut says it cut AI coding inference costs by ~90% in less than a year by making self-hosted GLM models its default over commercial tools like Claude Code (Tobias Mann/The Register)
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Super Micro reports Q1 revenue up 298% YoY to $19.95B, vs. $16.39B est., and forecasts Q2 revenue above estimates; SMCI jumps 7%+ after hours (Reuters)
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AMD reports Q3 revenue up 45% YoY to $13.38B, vs. $13.09B est., Data Center revenue up 97% to $8.5B, forecasts Q4 revenue above est.; AMD jumps 7%+ after hours (Katie Tarasov/CNBC)
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Sources: Ubisoft and at least two other gaming companies offered to acquire Arkane Studios from Microsoft, which is exploring options before a December deadline (Jason Schreier/Bloomberg)
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Anthropic releases FlashProve, an open-source prototype that cryptographically verifies an AI response came from a given model, not one that a router swapped in (Anthropic)
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OpenAI hires Jill Hazelbaker, Uber's president and chief corporate affairs officer, as its new chief corporate affairs officer, reporting to Greg Brockman (Mike Allen/Axios)
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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 (Bloomberg)
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Sources: US officials have held up approval for US chipmaking equipment needed by SK Hynix to expand in China, complicating its plans for new plants in New York (Karen Freifeld/Reuters)