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History of the Germans ~ Ep.243: Fame, Friends, Foes and a Fat Marmot ~ by Dirk Hoffmann-Becking
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Tech Headlines (last 30 hours)
Chinese PCB maker Dongshan rises on its Hong Kong debut after raising $1.3B in an IPO below its $3B goal at a $30B valuation amid a tricky IPO market
Amazon Kindle Paperwhite and Kindle Colorsoft review: premium feel lightweight nice colors and snappy performance but expensive after price increases
Artificial Analysis launches the Intelligence Index v5 with new coding and science benchmarks built on private datasets; Claude Opus 5.5 (max) leads at 58
Google unveils Google Multi-Party Compute (MPC) a digital-asset custody and security service in private preview set for commercial availability in early 2027
Samsung unveils the $229 Galaxy Buds On its first open-fit C-shaped cuff earbuds to compete with Sony and Bose designed with AI's help shipping November 6
Etsy reports Q3 revenue up 11% YoY to $692.5M above $668M est. net income of $853.5M after selling Depop and gross merchandise sales up 9% YoY to $2.65B
Amazon unveils the $500 Echo Show 16 the $200 Echo Time alarm and the $200 Alexa Photo Frame raises smart speaker prices and previews Alexa Home Map
Meta quietly launched Waddle World a Tamagotchi-like AI pet-rearing game in the Philippines in September calling it a "daily journal disguised as a pet"
Chinese AI chipmaker Moore Threads reports Q3 revenue up 1774% YoY to $240M and a $7.4M net profit; Moore is building a domestic 100K-GPU cluster with JD .com
Sources: Anthropic's seven cofounders remain extremely influential and personally tight; Daniela Amodei who runs operations is seen as a good balance to Dario
A US federal grand jury indicts OpenAI engineer and Saudi national Abdulrahman "Abdul" Alfozan on a felony charge of interception of oral communications
AI and cloud cybersecurity startup Upwind Security raised $400M led by Bessemer at a $3.8B valuation up from $1.5B in January for $830M in total funding
How the UK's Slough a town on the borders of west London became the largest data center hub in Europe hosting 40 facilities as locals seek more benefits
Email: a hacker attack forced the FEC to temporarily take its filing system offline around 10pm ET on Monday blocking groups from submitting reports
WSJ Headlines for 10/29
The Fed held interest rates steady, buying time to decide whether more rate rises are needed to keep energy costs and an AI building boom from seeping into broader inflation.
Major U.S. stock indexes rose after the central bank’s decision, with the S&P 500 and Nasdaq both advancing 0.3% and the Dow gaining 0.2%.
Leaders at Weil, Gotshal & Manges said that they plan to dissolve the law firm, capping a stunning fall for one of the most venerable names in the industry.
Google parent Alphabet reported 25% revenue growth for the quarter, driven by gains in its cloud division, but revenue from search advertising decelerated.
Growth in Microsoft’s cloud business continued to accelerate in the company’s most-recent quarter, contributing to a higher profit.
Nelson Peltz’s Trian hedge fund offered to buy Wendy’s for around $1.4 billion, arguing that the fast-food chain would be better off as a private company.
Stellantis confirmed its full-year guidance as turnaround efforts that include a comprehensive product offensive begin to support the automaker’s earnings.
Ford reported lower quarterly profit and revenue, pressured by losses in the company’s EV unit and softer sales of other vehicles.
GSK shares fell after the drugmaker reported lower-than-expected sales for its shingles vaccine Shingrix, the company’s bestselling product.
With three-quarters of the vote counted, Benjamin Netanyahu’s Likud Party appeared headed to win the largest number of seats in Israel’s parliament, outpolling an opposition bloc that had made the election a referendum on the prime minister
The U.S. administration’s decision to harbor defeated Brazilian presidential candidate Flávio Bolsonaro caps his family’s long campaign to involve Trump and his circle in its legal and political battles at home.
With the U.S. midterms looming, the Justice Department has attempted a frenzy of legal moves to advance Trump’s demands to prosecute his political foes.
Trump called for Democratic former Rep. Mary Peltola to be prosecuted and removed from the ballot in the Alaska Senate race, escalating his allegations of election interference.
The Trump administration will require the companies that manage hundreds of billions of dollars of drug spending to disclose details on how they get paid.
Health Secretary Robert F. Kennedy Jr. temporarily allowed six unapproved peptides to go to market despite scientists’ warnings that there is too little evidence to prove they are safe or effective.
The U.S. expelled a Cuban diplomat after the island’s foreign minister and Mike Waltz, the U.S. ambassador to the United Nations, shouted at each other at the U.N.
The Meters (1977) Funkify Your Life
youtube.com/watch?v=S706KPaF…
Tech Headlines (last 30 hours)
Letter: Senator Elizabeth Warren asks Dario Amodei for "exhaustive responses" to four pages of questions by November 3 regarding existential risks in its S-1
Malaysia says it seized $12.11M worth of AI chips this month as authorities close in on a syndicate suspected of smuggling through the country's main airport
Research: professional analysts followed AI agents' randomly assigned "leans" on subjective analytical decisions 86% of the time; 77% used the agents' arguments
Lawsuit: the parents of a 31-year-old say OpenAI's GPT-4o guided her through an aggressive tapering plan off epilepsy meds leading to her death in February
S-1: Anthropic had $112.4B in cash and $19.3B in short-term investments on June 30 surpassing every non-bank US company except Berkshire Hathaway and Alphabet
How Silicon Valley billionaires raised $333M to try to defeat a 5% California wealth tax; Patrick Collison's $33M is his most serious campaign engagement yet
The CFTC files a legal challenge to block Utah's attempt to restrict prediction market betting asserting it is the sole US regulator of prediction markets
SK Hynix expects memory shortages to persist through at least 2030; it has long-term deals with 14 major buyers for 50% of its output in 2027 and 2028
Sources: TPG is in talks to acquire UK-based Ark Data Centres which operates 27 data centers in the UK and Belgium from Elliott Management at a $5B valuation
Industry insiders say PCBs and chip substrates are key supply constraints for consumer electronics makers as AI demand increasingly eats up production capacity
Sources: CXMT plans to start HBM3E production despite yields of just 20% to 30%; its HBM3E performance is closer to that of SK Hynix's previous-gen HBM3 chips
Jio Platforms India's largest telecom and digital services company rose 21.4% in its trading debut after raising $3.2B in the country's largest IPO
Sources: Fujifilm plans to increase magnetic tape production capacity fivefold to meet AI-driven storage demand its biggest production expansion in 20 years
Anthropic's S-1 implies a $40T annual TAM based on the economic value of knowledge work in 2025 topping SpaceX's $28.5T estimate without explicitly naming it
Sources: HP Asus and Acer are shifting some PC production from Thailand and Vietnam back to China amid rising component costs; Dell is mulling a similar move
The US FCC approves Amazon Leo's $11.5B acquisition of Globalstar giving Amazon access to Globalstar's 24 satellites and mobile satellite spectrum
Sources: chipmaker Onsemi is in talks to acquire 16-year-old chip startup Ferric for $1B; PitchBook: Ferric last raised a $32.1M Series C in December 2024
Letter: two Democratic senators allege the Trump administration withheld a secret FISC ruling on search filters that let analysts access Americans' messages
SK Hynix plans to return $22B in dividends and $15B in buybacks to shareholders on top of its $30B buyback program completed in August
AMD says it will invest $1B in Meta's equity offering its first Helios rackscale systems are installed at Meta and its EPYC CPUs power Meta's Muse AI agent
Toronto-based fintech Wealthsimple raised up to CA$425M led by GIC at a post-money valuation of CA$13.8B up from CA$10B in 2025
Source: OpenAI a major Nvidia customer plans to buy Google's TPUs; a job listing shows it seeks an engineer to "lead the optimization" of its models on TPUs
An Anthropic hiring manager says he stopped giving coding interviews because Claude is better at them and tells junior engineers that "hunger beats tenure"
SK Hynix reports Q3 revenue up 328% YoY to $78.8B vs. $74.07B est. and operating profit up 632% to $62.76B vs. $57.78B est.
Anthropic expands its US GSA partnership to give federal state local tribal and territorial governments a 40% discount on Claude estimated to save $1B
Infisical which helps companies use AI agents without handing over their private credentials raised a $40M Series B led by Elad Gil at a $600M valuation
NXP reports Q3 revenue up 19% YoY to $3.79B vs. $3.76B est. and forecasts Q4 revenue below estimates; NXPI drops 7% after hours
Source: Apple has discussed charging $2899 for the 14-inch MacBook Pro with an OLED XDR touch screen and M5 Pro chip $400 more than the current M5 Pro model
Discord says it will let public-channel messages from servers listed in Server Discovery appear in web search from mid-December; admins and members can opt out
Anthropic details early drug development work with six partners and says it has acquired Mithril a one-person company working on muscular dystrophy
Robinhood reports Q3 revenue up 12% YoY to $1.42B in line with est. crypto revenue down 55% to $120M and profit down 14% to $476M; HOOD drops 5% after hours
Sources: AI robotics startup Physical Intelligence is in talks to raise $1B led by Avenir and Lux Capital at a $20B valuation up from $11.5B earlier in 2026
Sources: Meta's $25B share sale was oversubscribed 5x as it seeks $98B for AI spending; the 15 largest investors in the sale accounted for 70% of shares
Memo: Amazon says measuring AI adoption solely by token usage or code generation is "deeply flawed" as it discourages staff from tokenmaxxing
GM plans to switch from the NYSE to Nasdaq on November 17 as part of its push under Tesla veteran Sterling Anderson to use AI to speed up its development cycle
Avante which builds an AI platform to help companies manage employee healthcare and other benefits raised a $30M Series A following a $10M seed in 2024
Oracle adds ChatGPT and Codex to its app stack and expands Oracle Cloud Infrastructure lineup with Google TPUs OpenAI's Jalapeño chip and Cerebras hardware
Google launches Genie 4 a world model powered by Gemini 3.8 Flash designed to generate interactive AI simulations initially as a preview to trusted testers
Anthropic's S-1 shows an 85% gross margin in H1 from running its models a reality check for skeptics who said pay-as-you-go model sales wouldn't be profitable
London-based Machenta which is building an AI model that can teach robots new physical tasks after seeing them performed just once raised a $40M seed
Apple adds a beta AI assistant built on Apple and OpenAI models to Keynote Pages Numbers and Logic Pro plus MCP support to Keynote Pages and Numbers
Dallas-based Disruptive raised $10B to invest in AI defense and software doubling its AUM and pivots from single-deal SPVs to a discretionary fund structure
Neocloud General Compute which specializes in bare-metal infrastructure raised a $100M Series A led by Blackbird and Abstract at an $800M post-money valuation
Anduril and Qualcomm unveil BlueChip a line of laptops designed and assembled in the US for defense and government; Anduril will begin taking orders in 2027
Apple updates the 24-inch iMac with an M6 chip with up to a 12-core CPU up to a 12-core GPU and a dual 16-core Neural Engine from $1499 on November 6
Apple unveils the 14-inch MacBook Pro with M6 with a 12-core CPU and a 12-core GPU up to 32GB of unified memory and Wi-Fi 7 from $1999 on November 6
WSJ Headlines for 10/28
Broadcom’s CEO intervened with bank executives to seal Anthropic’s $63 billion debt deal, the biggest ever to raise money for artificial-intelligence infrastructure.
Major U.S. stock indexes rose for the second straight session, with the S&P 500, Nasdaq and Dow advancing 0.6%, 1.2% and 0.03%, respectively.
Skeptics questioned Beijing’s official figures after China reported robust growth this year despite the slow-motion crash in the country’s property market.
Weil, Gotshal & Manges engaged a top bankruptcy lawyer to advise on options should the besieged law firm’s situation continue to deteriorate.
Janus launched a licensed tokenized fund tracking the Nasdaq-100 Index that will trade under the ticker symbol JQQQ.
Anduril and Qualcomm Technologies will begin building robust personal computers suitable for hard use by the military, police and other front-line workers.
GM is moving its stock listing to Nasdaq from the New York Stock Exchange, becoming the latest marquee name to jump from the Big Board to its younger rival.
A Deloitte study found that stock-based lending, previously the province of the rich, is increasingly available to investors lower on the wealth scale.
The NFL said that Jay-Z will perform at the next Super Bowl halftime show, an about-face for a star who bragged about turning down the same gig in the song “Apes—.”
A U.S. alert to Gulf Arab countries is among a growing number of indications that the U.S. and Israel are readying a new round of heavy combat operations against Iran.
Netanyahu received a rebuke from Israeli voters but retained enough support to set up a high-stakes showdown over whether he will stay as prime minister.
The Alexander brothers were sentenced to 30 years in prison for sex-trafficking after some of their victims addressed a hearing in a federal courtroom in New York.
A federal grand jury declined to indict former White House aide Cassidy Hutchinson long after she testified to Congress about Trump’s actions on the day of the Capitol riot.
The Trump administration moved to dismantle Biden-era rules that sought to limit emissions of methane, a potent greenhouse gas, answering a demand of some of its oil-and-gas allies.
British prosecutors alleged that a man linked to Iran’s intelligence services was behind a plot to target an RAF air base in September.
France, working with European allies, is strengthening and expanding its role as a nuclear-weapons power in an effort to reinforce deterrence against Russian attacks.
Tech Headlines (last 30 hours)
The FCC warns TP-Link that three routers exceeded power limits and it may have submitted "false or incorrect information" a move that could allow further bans
Study: non-English languages can consume far more AI tokens with the most expensive using 1.5x-5x more than the cheapest resulting in a "tokenizer tax"
Sources: Trend Micro's TrendAI found Israeli adtech company Discover-Tech heavily targeted Starlink users in 100 countries likely to geolocate or surveil them
PayPal reports Q3 revenue up 2% YoY to $8.58B below $8.71B est. TPV up 6% to $487.14B and raises full-year adjusted EPS guidance to $5.60 above $5.39 est.
Hyphenate which develops reinforcement-learning-driven AI agents to automate corporate finance tasks raised a $45M Series A taking its total funding to $54M
Analysis: AI political groups have spent $78.5M on US federal candidates during the 2026 cycle; AI accelerationists spent $34M and safeguard-focused groups $39M
Anthropic's S-1 excludes Labs co-lead Ben Mann from its "Continuing Founders" and Founder LLC; Anthropic says "it's still fair to refer to him as a co-founder"
Sources: UK stealth AI startup 22one which is building law enforcement tools hit a nearly $400M valuation after raising funds from Sequoia Lux and others
A US federal judge orders the Trump administration to halt a ban prohibiting the Pentagon from doing business with companies lobbying for Alibaba
S-1: Anthropic spent $2.50 on compute and infrastructure for every $1 of revenue in Q1 2025 falling to under 50 cents in Q2 2026 as it seeks profitability
Sources: Broadcom CEO Hock Tan held 11th-hour talks and agreed to higher rates and loan guarantees to secure bank participation in the $63B Anthropic debt deal
Nvidia and Meta expand their Muse partnership including Meta deploying more Vera Rubin and Vera CPUs; Nvidia will invest $3B in Meta's planned equity fundraise
Microsoft patches a severe flaw in its Android Authenticator app that could let untrusted apps impersonate Microsoft apps and obtain delegated account tokens
Experts: since June $100M in US data center freight has been stolen; in two successful heists robbers struck escorts protecting trucks hauling $10M in goods
China's Star 50 index of AI and chip leaders is down by 40% in under four months losing $480B in market value; chipmaker CXMT is down 25% in the past month
Ahead of US midterms ChatGPT draws images "depicting election interference or that may discourage voting" in a cartoon style ignoring photorealism requests
Fitbit Edge review: notable upgrade over the Charge 6 for GPS and heart rate Google Health app is an improvement but lacks software polish and NFC payments
OpenAI announces three breakthroughs in computer science math and physics including that the Exponential Time Hypothesis a longstanding conjecture is false
Broadcom arranges a $63B deal with BofA Blackstone Citi and Morgan Stanley to finance the purchase of chips for Anthropic via a new special purpose vehicle
Intel agrees to acquire Tel Aviv-based quantum computing startup Classiq; Classiq has raised more than $200M in funding and has about 130 employees
Anthropic's IPO outlines an unusual succession plan: confidential ranked lists of up to ten successors per founder subject to approval from five cofounders
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
Sources: DoorDash is in advanced talks to acquire Instacart and the deal could be completed as soon as this week
Apple releases iOS 27.2 with Siri AI enhancements for recalling past conversations understanding more personal context supporting five new languages more
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
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
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
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
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
S-1: as of September 30 Anthropic had 11900 customers spending $100000 annually 1900 customers spending $1M and 250 customers spending $10M
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
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
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
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
Bedrock Robotics which makes driverless excavators and other autonomous construction machines raised a $600M Series C at a $4.1B valuation
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
S-1: Anthropic warns prospective investors that its AI safety and advocacy stances risk disproportionate and selective targeting from the Trump administration
Sources: Anthropic is aiming to go public the week of November 16 and could raise $100B at a $1.5T to $2T valuation after initially preparing for October
Anthropic's S-1 lists 94 pages of risk factors and warns that the "scale of harm" from a "catastrophic" AI incident might mean it is unable to obtain insurance
Anthropic S-1: post-IPO governance will retain Public Benefit Corporation status giving its seven co-founders 50.1% voting control via a single Class F share
SpaceX agrees to a $40B equipment finance lease with Apollo to fund purchases of Nvidia GPUs for its AI initiatives set to close before the end of 2026
S-1: Anthropic outlines its mission to revolutionize sectors like medicine and warns its corporate behavior may diverge from traditional profit-maximization
Anthropic S-1: of its $80.7B net loss in H1 2026 nearly $9B came from computing power and infrastructure and it has nearly $800B in commitments over 10 years
Anthropic S-1: an $80.7B net loss on revenue of $16.3B in H1 2026 up from a $13B net loss on revenue of $1.2B in H1 2025 and a net revenue retention of 900%
Anthropic's co-founders say they "believe that AI is one of the most consequential technologies in human history" detail its scientific potential and more
Anthropic files for an IPO on the Nasdaq under the symbol ANT; the number of Class A shares to be offered and the price range is yet to be determined
Apple unveils a redesigned iPad mini with an 8.5-inch OLED display an A20 Pro 24% thinner bezels and a nano-texture finish option for $699 from November 6
Google DeepMind's AI hurricane forecasting model outperformed conventional models by accurately predicting that Hurricane Isaias would make landfall in Florida
California startups have raised a record $385B across seed to growth rounds so far in 2026 or 75% of all US startup funding; early and seed stage raised $62B
Cathedral a months-old cybersecurity startup founded by ex-DOGE staffers says it breached Anthropic's internal systems in under 12 hours using AI agents
Meta plans to raise $95B to finance its AI expansion including a $35B underwritten equity offering backed by cornerstone investors Nvidia AMD and Broadcom
The public internet model is effectively dead due to saturation algorithmic aggregators and AI security vulnerabilities and that may open new possibilities
Ray-Ban Meta Audio glasses review: no camera is a bonus for some good audio quality and Meta AI works well but lingering privacy concerns and fairly pricey
Modern AI panic reflects "cognitive mercantilism" a zero-sum worldview where intelligence is hoarded as a scarce supply-side commodity managed by elites
WSJ Headlines for 10/27
Brazilian President Luiz Inácio Lula da Silva’s surprise re-election routed stocks and other financial assets in the South American country, punishing global investors who had bet on his defeat.
The Fed is expected to hold interest rates steady this week for reasons that have as much to do with what Fed officials have said as with what the economy is doing.
Anthropic started the clock on its initial public offering, revealing a prospectus that offered a mix of promise and peril.
U.S. stocks rose after the Anthropic document became public, with the S&P 500, Nasdaq and Dow gaining 0.7%, 0.8% and 0.3%, respectively.
DoorDash is in advanced talks to acquire food delivery rival Instacart in a deal that could be completed as soon as this week.
Microsoft extended voluntary buyout offers to thousands of employees in the U.S. and abroad.
JetBlue sought to calm jittery investors with a message that the airline’s turnaround strategy is working and it can ride out turbulence from high fuel prices.
Verizon again boosted its full-year outlook as it continues to attract new customers for its postpaid phone service.
Whirlpool said it expects to post a loss for the year as consumers, nervous about inflation and war abroad, continue to resist buying appliances.
FedEx hired Jamere Jackson as its new chief financial officer, plucking the executive from AutoZone.
Few policy differences separate Israeli Prime Minister Benjamin Netanyahu and the leading opposition candidate, Gadi Eisenkot, as Israelis prepared to vote on Tuesday.
The Justice Department is attempting a third prosecution of former FBI director and longtime Trump critic James Comey, this time on allegations that he leaked national-defense information 10 years ago.
A federal judge ruled that Maurene Comey, the daughter of James Comey, was wrongly fired from her job at the U.S. attorney’s office in Manhattan.
A federal appeals court rejected a Trump administration request to immediately require California to set aside mail-in ballots it receives from 20,000 people the federal government says may not be U.S. citizens.
The French government announced concessions in high school and higher education, yielding to demands voiced in student protests that have roiled the nation.
Venezuelan opposition leader María Corina Machado, who returned home on Sunday, wants free and fair elections to end the rule of interim President Delcy Rodríguez.
The Polish Ambassador (2014) Let the Rhythm Just
youtube.com/watch?v=9JGEgpOV…
Edgar Wallace (1928) Gunman's Bluff -- originally titled The Gunner—is a classic crime thriller. The fast-paced story plunges readers into the gritty underworld of London, pitting elite high society against ruthless gangsters, underworld enforcers, and complex plots involving extortion, danger, and street-level justice. youtube.com/watch?v=6PalsM6U…
Annie Lennox (1995) Take Me to the River
youtube.com/watch?v=qI-2IRx_…
