The Brutalist Report - techmeme
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- Sources: Google is in talks with the DOD on a new effort to secure the data that feeds into software being built for the Golden Dome missile defense program (Bloomberg) [7d]
- Filing: Vancouver, WA-based Powerlattice, which makes a power delivery chiplet to reduce AI compute power needs by 50%+, raised $86M, after raising $31M in 2025 (Kurt Schlosser/GeekWire) [7d]
- OpenAI, Google, Microsoft, and Anthropic say they will adopt a new standard that publishers can use to opt out of being scraped by AI across multiple crawlers (Emma Roth/The Verge) [7d]
- OpenAI tightens limits on the weapons-related information that ChatGPT provides teens, even when a question appears harmless, as part of new safeguards (Reuters) [7d]
- Intel stock closed down 28.58% on Friday, its worst day since the 1970s and wiping ~$12B off US government's stake, after issuing weaker-than-expected guidance (CNBC) [7d]
- Reddit closed down 29.27% on Friday, the worst drop since becoming a public company in 2024, after it forecast weak Q4 revenue (Caleigh Keating/CNBC) [7d]
- Alphabet, Meta, Microsoft, Amazon, and Oracle have a collective $3T+ in AI spending commitments over the coming years, including Alphabet's $1T and Meta's $800B (Brody Ford/Bloomberg) [7d]
- Chainalysis says Binance hackers used automated money-laundering patterns not seen before; Elliptic: almost all of the $6.3B was taken in the first 30 minutes (Financial Times) [7d]
- Microsoft, Alphabet, Amazon, Meta, and Oracle returned just 9.3% of cash to shareholders in the first three quarters of 2026, a 15-year low amid AI spending (Patturaja Murugaboopathy/Reuters) [7d]
- Anthropic renames its $100 per month Max 5x plan as Max and the $200 per month Max 20x plan as Ultra, and removes the 5-hour limit for verified Ultra accounts (Claude/@claudeai) [7d]
- Google says its Suncatcher prototype data center satellite is online after an October 1 launch, with Gemma 4 generating a haiku about being in space (Tim Fernholz/TechCrunch) [7d]
- Salesforce acquires Rune, which makes AI military logistics software, sources say for $375M in cash and stock; Rune raised $30m from a16z and others (Margaux MacColl/Resilience Media) [7d]
- Salesforce agrees to acquire Rune, which raised ~$30M to make AI military logistics software, as it expands its year-old Missionforce defense business (Chris Metinko/Axios) [7d]
- London's High Court dismisses Meta, TikTok, and X's challenge to Ofcom's Online Safety Act information requests, rejecting arguments they were disproportionate (Sam Tobin/Reuters) [7d]
- Binance says it has reserved $6.34B+ in company funds, including $5B already held in impacted token assets, to deal with the fallout from the $6.3B hack (Rajveer Singh Pardesi/Reuters) [7d]
- FEC data: AI-oriented PACs spent nearly $80M on the 2026 US elections, mostly before the primaries; pro-regulatory PACs outspent Leading the Future's network (Ian Krietzberg/Puck) [7d]
- CXMT reports Q3 revenue of ~$16.7B, up 613.2% YoY, and a net profit of ~$8.17B, swinging to profitability on the back of rising AI-driven memory chip prices (Reuters) [7d]
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