Techmeme
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SpaceX stock closes up 7.6% after Morgan Stanley called SPCX "cheap", reaching its highest level since mid-June and returning Elon Musk to trillionaire status (Lora Kolodny/CNBC)
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TikTok debuts Shopping Assistant, a conversational AI agent that helps users find and buy products, and Buy Direct for one-click purchases from the For You feed (Aisha Malik/TechCrunch)
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Reflection unveils Beam, an open model it says rivals GLM 5.2 on reasoning while using 3x-4× less compute and approaches Qwen3.8-Max on coding and agentic tasks (Semafor)
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Sources: Meta and Microsoft are working to cut their employees' use of Claude; Meta employees using Claude Code have dropped to ~30K from ~60K earlier this year (The Information)
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Ghost, which makes a $3,499 computer designed for AI agents and includes an RTX Pro 4000 SFF Blackwell GPU, emerges from stealth with an $11M seed led by a16z (Dominic-Madori Davis/TechCrunch)
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Former Anthropic researcher Jacob Coxon and representatives from Anthropic, Google, OpenAI, and Meta testified at a New York City Council hearing on AI safety (Bloomberg)
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The CFTC proposes a federal framework for crypto exchanges to offer retail customers leveraged and margined spot trading, without requiring congressional action (Jason Shubnell/The Block)
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An official says the DOD has stopped using Anthropic's tools; sources: Claude was in use as recently as last week, including in military operations against Iran (BBC)
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To comply with the EU AI Act, OpenAI plans to add text watermarking for ChatGPT and Codex users in the EU and an opt-in setting for API customers globally (OpenAI)
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In a first-of-its-kind pilot in the US, Nolla Health will use AI to diagnose and prescribe acne medications to Utah patients without direct human oversight (Annika Inampudi/Bloomberg)
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Meta, TikTok, and X challenge UK's Ofcom over the amount of info it is demanding under the Online Safety Act, saying it creates unprecedented regulatory burdens (Paul Sandle/Reuters)
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Valon, which makes software to help US mortgage companies cut red tape and costs, raised a $150M Series D from Ribbit, a16z, and others at a $2.3B valuation (Zoya Hasan/Forbes)
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Q&A with AI researchers Jacob Coxon, Daniel Kokotajlo, Alex Turner, and others on leaving AI labs, AGI's dangers, planned IPOs, AI safety, oversight, and more (New York Magazine)
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Sources: Nico Caprez, son-in-law to Jensen Huang, rapidly ascended to become an Nvidia VP, serving as its main contact for neoclouds and Huang's "consigliere" (Phoebe Liu/The Information)
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Cohere launches North 2, an update to its enterprise agent platform with cross-session memory and a redesigned harness, available across cloud and on-premises (Sean Michael Kerner/VentureBeat)