This is a truly bizarre article in which Nick Clegg basically admits that his strategy was completely wrong. theatlantic.com/ideas/2026/11/…

Converting award pricing into basically cash pricing is the same thing. It's all become just a big cashback program, and you'd get better value from a cashback credit card.

#WorthReading theatlantic.com/technology/202… Why Is Everyone Connecting Fridges to the Internet?

#WorthReading noahpinion.blog/p/why-im-becom… Why I’m becoming a China bear

I like this benchmark set.

Nvidia is losing their powerful bottleneck position, but TSMC is keeping theirs.

What a day! I tested Gemini 4 Carbon on real work. 2 repos, 105 replanted bugs. Find and fix what you can.

It scores just behind Fable 5.2. The results:

- Fable 5.2 (max): 58 for $139.65
- Gemini 4 Carbon (high): 57.3 for $31.32
- Sonnet 5.5 (max): 51.3 for $154.03
- GPT-6 .03
- GPT-6.1 Sol (max): 44.3 for $5.88
- Gemini 4 Argon (high): 40.7 for $7.16

Google's own benchmarks looked super strong, but nobody could access the model. Turns out they didn't lie: +16.6 points over Argon, at less than a quarter of Fable 5.2's cost.

Nobody should be laughing at Google anymore.

(the next effort level drops soon in the thread 🧵)

Let's hope that the Democrats' commitment to science includes following the data telling them that it's the centrists who win elections.

#WorthReading ft.com/content/daee9c… Ex-OpenAI employee accused of spying pleads not guilty

Last week's blue wave was powered by moderates, not progressives per @TheEconomist

#WorthReading marginalrevolution.com/marginalrevolu… The Global Office

#WorthReading marginalrevolution.com/marginalrevolu… What They Took From You

#WorthReading salon.com/2026/11/05/goo… Salon Ceases Publication

#WorthReading techmeme.com/261104/p28#a26… Waymo plans to end its exclusive robotaxi partnership with Uber in Austin and Atlanta in January 2028 and switch to its own app to improve consistency for users (Bloomberg)

#WorthReading techmeme.com/261104/p29#a26… Qualcomm signs a multiyear SpaceX deal to supply Dragonwing hardware and network software for "tens of thousands of cell sites" for a US-wide 5G network in 2027 (Bloomberg)

#WorthReading techmeme.com/261105/p25#a26… United Airlines is rolling out a custom native Spotify seatback app across its fleet, letting users log into their accounts, powered by Starlink's Wi-Fi (Andrew J. Hawkins/The Verge)

Now that it's all over and things have changed, can we have @StephenAtHome back on TV please?

My statement on senate passage of the motion to proceed on the Bipartisan American Affordability and Jobs Act of 2026 (S. 5653).

Well, I think this was true 12 or 18 months ago, but the number of companies building their own custom AI chips now makes me feel otherwise. The truth is, we're still mostly dependent on TSMC, even more than Nvidia. theatlantic.com/technology/202…

#WorthReading techmeme.com/261105/p28#a26… Autonomous drone delivery startup Zipline raised $1.5B at a $21.5B valuation, up from $7.85B after raising $600M+ in January, and plans to grow US manufacturing (Kelly Cloonan/Wall Street Journal)