FYI: We're now omitting links in @Techmeme tweets. Why?

1. Links limit reach (see embedded study)
2. The cost for posting links using X's API increased today by 1900%.

Links may return later, but we're still exploring how we might accomplish that.

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 (@nicolschwarzk / CNBC)

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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 (Reuters)

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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 (@Ryanbarwick / The Information)

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An Anthropic hiring manager says he stopped giving coding interviews because Claude is better at them and tells junior engineers that "hunger beats tenure" (@felixrieseberg)

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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. (Jenny Lee / CNBC)

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Anthropic expands its US GSA partnership to give federal, state, local, tribal, and territorial governments a 40% discount on Claude, estimated to save $1B (Anthropic)

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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 (@RashiShrivast18 / Forbes)

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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 (@ckyrious / Bloomberg)

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Source: Apple has discussed charging $2,899 for the 14-inch MacBook Pro with an OLED XDR touch screen and M5 Pro chip, $400 more than the current M5 Pro model (@markgurman / Bloomberg)

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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 (@LaurenForristal / TechCrunch)

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Anthropic details early drug development work with six partners and says it has acquired Mithril, a one-person company working on muscular dystrophy (Anthropic)

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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 (Reuters)

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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 (Bloomberg)

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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 (@Anthug / Bloomberg)

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Memo: Amazon says measuring AI adoption solely by token usage or code generation is "deeply flawed," as it discourages staff from tokenmaxxing (@annierpalmer / CNBC)

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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 (Financial Times)

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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 (@kslosh / GeekWire)

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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 (@seemacnbc / CNBC)

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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 (@jaypeters / The Verge)

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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 (@steph_palazzolo / The Information)

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