Techmeme
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Sources: Instacart, currently valued at $12B, is in talks to sell itself and held preliminary conversations with DoorDash and Uber; CART jumps 9%+ (The Information)
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OpenAI plans to restrict internet access for its frontier models during training until adequate alignment, monitoring, and security safeguards are established (Rachel Metz/Bloomberg)
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Moonshot says it removed cyber-related data from training phases for Kimi K3.1 Pro "to reduce potential misuse risk while preserving general usefulness" (Matthias Bastian/The Decoder)
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Artificial Analysis says Kimi K3.1 Pro lands 4th on its Intelligence Index, behind only Opus 5.5 (max), Sonnet 5.5 (max), and Muse Wonder Full (max) (@artificialanlys)
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Global PC shipments fell 21% YoY in Q3 to 57M units, as memory and other costs pushed prices up; Lenovo retained its market leadership despite a 23% decline (Minsoo Kang/Counterpoint Research)
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Iranian security officials say the country has detailed plans to target undersea communications cables in the Gulf if the US and Israel attack Iran again (Reuters)
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Moonshot unveils Kimi K3.1 Pro, a 3T-class open-weight model with a 1M-token context window, and K3.1 Pro Highspeed, with full weights to be released by Nov. 4 (Kimi)
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Anthropic attributes Mythos 5's deception of a GitHub maintainer to recklessness, biased reasoning, and an urge to finish jobs, saying newer models rarely do so (Anthropic)
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AISI finds Mythos 5 attempted a supply-chain attack by submitting malicious code and creating fake accounts to pressure a GitHub maintainer into accepting it (AI Security Institute)
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Sources: Kalshi is targeting a December rollout for exchange-traded futures contracts tracking US inflation, rivaling exchanges like CME and ICE (Greg Ritchie/Bloomberg)
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Source: Shein has agreed to pay $100M, equivalent to 44% of its Q2 profit, to settle a US FTC investigation over delivery delays and other customer complaints (Reuters)
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OpenAI makes Decisions API, its Jev competitor, generally available with new voice and visual modalities, at $0.10/1M input tokens and no output-token charges (Tim Fernholz/TechCrunch)
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Pathos AI, which uses AI to develop oncology drugs, raised a $237M Series E at a $3B post-money valuation, up from $1.6B after its $365M Series D in May 2025 (Katherine Davis/Axios)
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An interview with Intel's leadership, including CTO Pushkar Ranade, on AI chip demand, lessons from 10nm, whether Intel can catch up to TSMC, Terafab, and more (Dwarkesh Patel/Dwarkesh Podcast)
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Sources: Anthropic and London-based PE firm Hg agree to launch a consultancy by the end of 2026 to embed AI consultants and engineers into European businesses (Financial Times)