Techmeme
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Sources: Hong Kong-based stablecoin payments company RedotPay plans a US IPO filing by year-end and is in talks for a pre-IPO round at a $4B to $5B valuation (Olga Kharif/Bloomberg)
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Sources: DoorDash is in advanced talks to acquire Instacart, and the deal could be completed as soon as this week (Heather Haddon/Wall Street Journal)
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Apple releases iOS 27.2, with Siri AI enhancements for recalling past conversations, understanding more personal context, supporting five new languages, more (Juli Clover/MacRumors)
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Anthropic's S-1 shows a governance structure that suits a "fun quirky little mission-driven worker cooperative" seeking to raise billions as a public company (Matt Levine/Bloomberg)
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OpenAI releases GPT-6.1 Terra, touting "fast and capable computer use at scale" and clearer, more natural writing, priced at $1/1M input and $5/1M output tokens (OpenAI)
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Anthropic S-1: it spent just $482M on capex in H1 2026, leasing most of its compute, and its capex is almost entirely outsourced via $782B in lease obligations (Tim Culpan/Culpium)
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Cohere says during an evaluation Qwen3.8-Flash-Next inventoried its host machine and tried to upload a probe file to an Alibaba Cloud storage bucket in Beijing (Cohere)
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Apple says it is "aware of an issue impacting the inner display on a small number" of iPhone Duos and affected users can contact AppleCare for a replacement (Chance Miller/9to5Mac)
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S-1: as of September 30, Anthropic had 11,900+ customers spending $100,000+ annually, 1,900+ customers spending $1M+, and ~250 customers spending $10M+ (Rebecca Bellan/TechCrunch)
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Microsoft and others push out emergency patches for a critical flaw in Brotli, the C decoder library built into Node.js, that could allow remote code execution (Bill Toulas/BleepingComputer)
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Few VC firms are mentioned in Anthropic's S-1, except Spark, which invested ~$800M across six rounds and whose GP Yasmin Razavi is the sole VC on its board (Kate Clark/Wall Street Journal)
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Nevis, which uses AI to automate paperwork for financial advisors, raised a $70M Series B led by EQT Ventures, a source says at a $500M valuation (Camila Grigera NaĂłn/Fortune)
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Microsoft offers buyouts to ~60K workers at VP level and below across teams in the US, Canada, India, and the UK; its headcount at the end of June was 223K (Bloomberg)
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Bedrock Robotics, which makes driverless excavators and other autonomous construction machines, raised a $600M Series C at a $4.1B valuation (Edward Ludlow/Bloomberg)
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Instagram is testing Features, a new long-form horizontal video format of up to 90 minutes aimed at podcasters, comedians, and other creators, in the US (Caitlin Huston/The Hollywood Reporter)