AI infrastructure spending has outgrown hyperscalers’ cash flows, giving capital markets more influence over expansion and exposing neoclouds to financing and chip-price risks. A funding slowdown could also curb the very overcapacity investors fear. source
Anthropic reportedly generated $16.8bn in gross Q3 revenue, up from $11.5bn in Q2, and claims operating profitability before stock-based compensation. Slower growth could lower its IPO valuation target from $2tn to $1.5tn, while future AI economics remain uncertain. source
Meta released a less capable open Muse variant while keeping its flagship closed and selling API access; OpenAI reported a planted listening device and an employee’s arrest. Amazon expanded its Bee meeting-notes devices, while Microsoft abandoned a UK data-centre project over power constraints. source
Hackers reportedly spoiled supermarket food by exploiting unpatched refrigerator controls, while Bank of America and Microsoft face a surge in security remediation. A separate supply-chain attack allegedly added keyloggers and cellular chips to Ledger wallets, stealing at least $100m. source
Tesla showcased a nitrogen-thruster Roadster mock-up doing acrobatics and began taking $250,000 deposits, years after its original Roadster failed to ship. Delivery remains uncertain, and the proposed thruster-equipped version would not be road-legal. source
Apple’s $300 HomeView combines a HomePod mini with a screen, but the newsletter argues its kitchen use cases are better served by a phone. Shared-screen privacy problems and awkward power-cable requirements reinforce doubts that it solves a real consumer need. source