Techmeme
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An interview with OnlyFans CEO Keily Blair about plans to offer financial services to its 2.5M active creators, a potential IPO, and more (Emma Hinchliffe/Fortune)
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Google says it is rolling out Personal Intelligence for Gemini on Android Auto now and to cars with Google built-in in the coming months as an opt-in feature (Abner Li/9to5Google)
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Pigment, a French startup that makes AI-powered software to help businesses forecast finances, spin up slide decks, and more, raised $250M at a $2.3B valuation (Dina Bass/Bloomberg)
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PHP development team plans to release updates tomorrow to address two vulnerabilities, each rated 9.2; security researchers at watchTowr say they are RCE flaws (Lawrence Abrams/BleepingComputer)
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Elon Musk says Tesla and SpaceX have formed special committees to discuss a possible merger and calls the possibility of a Tesla-SpaceX merger a "good idea" (Andrew J. Hawkins/The Verge)
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Eight intermediate TLS certificates from eMudhra with private key sizes of just 3 to 8 bits were compromised; browser makers and major apps have blocked them (Dan Goodin/Ars Technica)
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Super Micro reports preliminary Q1 revenues of $18.5B to $19.5B, vs. $15B est., and gross margins of 12% to 12.5%; SMCI jumps 11%+ after hours (Dina Bass/Bloomberg)
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SpaceX reports Q3 capex of $19.6B, up from $6.9B a year earlier, and Q3 connectivity revenue, which includes Starlink, up 69% YoY to $5.2B (Becky Peterson/Wall Street Journal)
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Report: Anthropic's draft S-1 shows it spent ~$9B on compute and infrastructure in H1, up from $2.3B a year earlier, and could spend $750B in the coming years (David Morris/Bloomberg)
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Netflix says it expects FY 2026 ad revenue of ~$2.7B, under its ~$3B forecast, and its Q4 operating margin will be impacted due to costs associated with layoffs (Todd Spangler/Variety)
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Sources: Elon Musk ordered Starshield slowdown in Ukraine and discussed it with Trump after the issue became public; some US officials say he acted unilaterally (Wall Street Journal)
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SpaceX reports Q3 revenue up 161% YoY to $14.58B, vs. $12.72B est., AI revenue up 830% to $7.56B, and AI operating income of $431M, up from a loss of $1.7B (Lora Kolodny/CNBC)
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Netflix says despite investor concern about its view-hours growth, its engagement is "healthy" and it will try to bring more third-party content to its service (Nicole Sperling/New York Times)
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Netflix reports Q3 revenue up 12% YoY to $12.87B, in line with est., net income up 44% YoY to $3.66B, in part due to expenses timing; NFLX drops 5%+ after hours (Sarah Whitten/CNBC)
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Anthropic's IPO prospectus: H1 2026 revenue of $16.3B, ~20% from two customers, vs. $1.1B in H1 2025, and an $80.7B net loss driven by accounting charges (Anissa Gardizy/Wall Street Journal)