The Brutalist Report

Techmeme

• Anthropic S-1 claims it may "imminently meet" its RSI threshold and may fail to identify "significant acceleration" in its development until after it's occurred (Julie Bort/TechCrunch) [4d]
• Brazil's largest crypto exchange Mercado Bitcoin halts withdrawals after a breach involving $46M+ in assets, per Arkham; Tether froze 4.5M+ USDT in response (Jason Shubnell/The Block) [4d]
• Sources: institutional investors told Anthropic that its IPO valuation should be around $1.5T to $1.6T, down from estimates of $2T, citing a tech stock selloff (Wall Street Journal) [4d]
• Apple reports Q4 revenue from Services, which includes the App Store, Apple TV, Apple Music, iCloud, and more, grew 10% YoY to $31.57B, vs. $31.58B est. (Loree Seitz/The Wrap) [4d]
• Apple Q4: iPhone up 17% YoY to $57.58B, vs. $56.54B est., Mac up 24% to $10.8B, iPad down 10% to $6.2B, and Wearables, Home, and Accessories down 8% to $8.3B (Marcus Mendes/9to5Mac) [4d]
• Apple reports Q4 revenue up 12% YoY to $114.48B, above $113.39B est., and net income up 12% to $30.7B, in John Ternus' first earnings report (Apple) [4d]
• Palantir reports Q3 revenue up 96% YoY to $2.31B, above $2.18B est., US commercial revenue up 148% to $984M, and raises FY 2026 revenue guidance to ~$8.53B (Samantha Subin/CNBC) [4d]
• Roku reports Q3 revenue up 24% YoY to $1.5B, Platform revenue up 23% to $1.3B, ad revenue up 23% to $727.4M, and subscription revenue up 23% to $580.9M (Todd Spangler/Variety) [4d]
• Researchers say LLMs can be good at natively reading and writing neural network weights; GPT-6 Astra edited Qwen3.5-0.8B's weights to make it better at math (Rikiya Takehi) [4d]
• Memo: Linux distribution vendor SUSE is laying off ~10% of its staff, saying "automation and AI are fundamentally shifting how software companies operate" (Liam Proven/The Register) [4d]
• OpenAI launches the Grid Protectors Program, a US effort for its future data center campuses to reduce electricity demand when the grid is under strain (OpenAI) [4d]
• Tutor, which is training a frontier robot foundation model and builds AI warehouse robots, raised a $75M Series B led by a16z, taking total funding to $117M (John Werner/Forbes) [4d]
• DeepSeek releases a "creator mode" that allows users of DeepSeek Harness to create custom plugins, like a 3D model renderer and a video editing workbench (Debby Wu/Bloomberg) [4d]
• Anthropic confirms new Claude Code limits "to steer it away from recreating someone else's specific game", saying IP infringement violates its usage policy (Bruno Ferreira/Tom's Hardware) [4d]
• Israeli startup 42AI, which is developing a "behavioral world model" that tries to predict human behavior, emerges from stealth with a $62.5M seed (Ram Iyer/TechCrunch) [4d]
• Amended S-1: Anthropic says it has purchase commitments and lease agreements of $895.4B, "substantially all of which is related to compute and infrastructure" (Ashley Capoot/CNBC) [4d]
• Putin orders owners of non-state data centers to reserve 10% of capacity for Russia's IT infrastructure after Ukrainian drone attacks on Russian facilities (Reuters) [4d]
• A profile of OpenAI VP of Global Creative Partnerships Charles Porch, hired from Meta, who is using his Instagram playbook to rehabilitate AI's cultural image (Charlotte Klein/New York Magazine) [4d]
• Sources detail Anthropic's compute deal spree: 3.5GW+ in expected capacity in 2026, expanding direct hardware procurement to include Nvidia and AMD, and more (New York Times) [4d]
• Filings: Oracle is selling $10B in common stock and $10B in bonds, as it rushes to line up financing to pay for its data center buildout; ORCL falls 5%+ (Kelly Cloonan/Wall Street Journal) [4d]
• Sources: Apple is developing a tabletop robot with a 9" screen and a swiveling arm, set for release in 2027 or 2028 for ~$1,000, as John Ternus pushes robotics (Aaron Tilley/The Information) [4d]
• S-1: Anthropic reports Q3 revenue up 12x YoY to nearly $17B, a net loss of $23.3B, up from $12.1B in Q3 2025, and operating expenses up 292% to $17.5B (Bailey Lipschultz/Bloomberg) [4d]
• Memo: Alphabet is issuing €6B in euro-denominated debt across seven tranches, attracting €17B+ of demand; the company sold €9B of bonds earlier in 2026 (Reuters) [4d]
• Email: OpenAI plans to merge ChatGPT's Chat and Work tabs on desktop, rolling out to select users before a wider release; Codex remains a separate experience (Ivan Mehta/TechCrunch) [4d]
• Elon Musk says the cost of serving Grok Bot was "unsustainably high relative to revenue", following subscriber complaints regarding rapid usage limit depletion (Siladitya Ray/Forbes) [4d]
• A look at AI safety debates and the rising popularity of "Stop Unilaterally + Raise Awareness", or SURA; safety-focused AI labs shouldn't abandon the AI race (Scott Alexander/LessWrong) [4d]
• Analysis: Elon Musk contributed a record $474M to political groups for the 2026 midterms, including $216M to America PAC, the highest non-candidate spend ever (Theodore Schleifer/New York Times) [4d]
• Hirundo, Lazarus, and others are applying machine unlearning and weight edits to Chinese models to remove censorship and harden security for Western companies (Rest of World) [4d]
• Marvell's $115B Lumentum acquisition is one of the biggest tech deals ever and 2026's top M&A deal; Lumentum is up 128% YTD, giving it a ~$76B market cap (Bloomberg) [4d]
• Sources: SpaceX is in talks with EchoStar to acquire Boost Mobile or access its network, after Verizon, T-Mobile, and AT&T rebuffed requests for network access (Washington Post) [4d]
• Marvell agrees to acquire optical components maker Lumentum in a $115B deal, as it seeks to rival Broadcom; Nvidia invested $2B in both Marvell and Lumentum (Anhata Rooprai/Reuters) [4d]