Techmeme
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Mark Zuckerberg says Muse has drawn 10M+ users since its launch and 25%+ of users are making purchases through the app, with an average purchase size of $200+ (Business Insider)
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Meta expects its 2026 capex to be $135B-$145B, vs. $130B-$145B previously, and forecasts Q4 revenue of $73B-$76B, vs. $73.6B est.; META jumps 3%+ after hours (Riley Griffin/Bloomberg)
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Anthropic unveils Claude Duet, a proactive agent app on iOS, Android, and the web that works in the background, in research preview for US Pro and Max users (Claude)
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Filing: Meta says Mark Zuckerberg is considering leaving California if it passes a one-time 5% tax on billionaires; voters will decide on the measure next month (Pierre Paulden/Bloomberg)
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Meta says it will create a new class of nonvoting stock to raise the capital it needs for developing AI models, with an effective date in January 2027 (Meghan Bobrowsky/Wall Street Journal)
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Meta reports Q3 revenue up 26% YoY to $64.6B, operating income down 37% to $12.99B on a $9.89B AG settlement charge, and family DAP up 3% to 3.64B for September (Meta)
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OpenAI, PerturbAI, and Scripps say thousands of GPT-Rosalind agents analyzed data on millions of mouse brain cells in 32 minutes, a job that takes humans months (OpenAI)
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Microsoft reveals pricing for Xbox Cloud Gaming without Game Pass, for Xbox Insiders now and others next month: 10 hours for $3.99, 25 for $7.99, 50 for $11.99 (Tom Warren/The Verge)
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Flapping Airplanes, which is working on methods to train AI models using less data and compute and make the chips more efficient, raised $1B at a $6B valuation (Rachel Metz/Bloomberg)
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A New Mexico court orders Meta to pay $25B in penalties after a jury found Meta misled residents about its data practices in the Cambridge Analytica scandal (Jonathan Vanian/CNBC)
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Source and leaked memo: EA plans to cut ~400 jobs, or ~3% of its total staff, and shut down BioWare; EA went private in August following a $55B leveraged buyout (Jason Schreier/Bloomberg)
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The PHP Foundation says its patches for the RCE vulnerabilities are limited to PHP 8.2 and newer, leaving legacy deployments dependent on third-party vendors (Wired)
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Recursive releases Flint, an open-weight, 40B-parameter coding model developed with its Eureka Machine AI system, which automated most of the development (Will Knight/Wired)
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Watchtower, which uses AI and simulation software to help the US Armed Forces make logistical decisions, emerges from stealth with a $35M seed (Alex Konrad/Upstarts Media)
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The PHP Foundation details how it found and fixed the two flaws, and says it had to release patches a day early after the two CVE IDs began circulating online (The PHP Foundation)