Techmeme

Minsoo Kang / Counterpoint Research:
Global PC shipments fell 21% YoY in Q3 to 57M units, as memory and other costs pushed prices up; Lenovo retained its market leadership despite a 23% decline  —  - Global PC shipments declined 21% YoY in Q3 2026 to 57 million units, as elevated memory and other component costs continued to push up PC prices and constrain demand.

Reuters:
Iranian security officials say the country has detailed plans to target undersea communications cables in the Gulf if the US and Israel attack Iran again  —  Tehran has drawn up detailed plans to target undersea communications cables in the Gulf if the United States and Israel attack Iran again …

Kimi:
Moonshot unveils Kimi K3.1 Pro, a 3T-class open-weight model with a 1M-token context window, and K3.1 Pro Highspeed, with full weights to be released by Nov. 4  —  We're introducing Kimi K3.1 Pro, the first model in our new K3.1 series and our most capable 3T-class open-weight model to date, with a 1-million-token context window.

Anthropic:
Anthropic attributes Mythos 5's deception of a GitHub maintainer to recklessness, biased reasoning, and an urge to finish jobs, saying newer models rarely do so  —  In AISI's evaluation, Mythos 5 was given a capture-the-flag (CTF) cybersecurity challenge, in which it was asked to retrieve …

AI Security Institute:
AISI finds Mythos 5 attempted a supply-chain attack by submitting malicious code and creating fake accounts to pressure a GitHub maintainer into accepting it  —  We examine why Mythos 5 pursued an unsanctioned supply-chain attack and identify broader learnings about model behaviour and oversight.

Greg Ritchie / Bloomberg:
Sources: Kalshi is targeting a December rollout for exchange-traded futures contracts tracking US inflation, rivaling exchanges like CME and ICE  —  Kalshi Inc. is opening up a new frontier in its rivalry with traditional financial exchanges by pitching the world's largest banks and hedge funds on a futures market tied to US inflation.

Reuters:
Source: Shein has agreed to pay $100M, equivalent to 44% of its Q2 profit, to settle a US FTC investigation over delivery delays and other customer complaints  —  Chinese fast-fashion giant Shein (0625.HK) has agreed to pay $100 million to settle an investigation by the US Federal Trade Commission …

Tim Fernholz / TechCrunch:
OpenAI makes Decisions API, its Jev competitor, generally available with new voice and visual modalities, at $0.10/1M input tokens and no output-token charges  —  OpenAI made its Decisions API model widely available to users for the first time, entering the market for fast …

Katherine Davis / Axios:
Pathos AI, which uses AI to develop oncology drugs, raised a $237M Series E at a $3B post-money valuation, up from $1.6B after its $365M Series D in May 2025  —  Precision oncology biotech Pathos AI said Friday it raised a $237 million Series E round at a $3 billion post-money valuation.

Dwarkesh Patel / Dwarkesh Podcast:
An interview with Intel's leadership, including CTO Pushkar Ranade, on AI chip demand, lessons from 10nm, whether Intel can catch up to TSMC, Terafab, and more  —  What I learned from touring Intel's most advanced fab and talking to its leadership.  —  I spent two days touring Intel's …

Financial Times:
Sources: Anthropic and London-based PE firm Hg agree to launch a consultancy by the end of 2026 to embed AI consultants and engineers into European businesses  —  New company backed by Anthropic and UK buyout group Hg will advise companies on how to deploy AI

Angeliki Koutantou / Reuters:
Greece's parliament passes a bill to ban social media platforms for children under 15 from January 1, 2027, and gives companies 2.5 months to verify users' ages  —  Greece's parliament approved a bill on Friday that bans the use of social media platforms for children under 15 amid growing concerns …

Anthropic:
Anthropic says it partnered with Theorem to use Claude to formally prove useful security properties at the assembly code level across 123 open-source libraries  —  Introduction  —  Even mature, heavily tested software contains bugs, and LLMs are increasingly adept at finding them.

Bloomberg:
SK Telecom unit SK Hyper is in talks with tech firms and investors to finance 15GW of data center capacity in South Korea by 2035; the first 5GW will cost $350B  —  SK Hyper Co. is in talks with big tech firms and financial investors to secure funding for an envisioned $350 billion data center buildout …

Jagmeet Singh / TechCrunch:
Oura sues Indian smart ring rival Ultrahuman again to block US sales of Ring Pro, months after a redesign helped Ultrahuman return following an import ban  —  Smart ring maker Oura has sued Indian rival Ultrahuman again, seeking to block U.S. sales of its Ring Pro (pictured above) …

Bloomberg:
Chinese state media: DeepSeek and MiniMax completed registration and won approval to open-source and deploy AI models overseas under proposed export controls  —  DeepSeek and MiniMax Group Inc. have won approval to deploy models overseas, part of a wave of homegrown AI technologies that Beijing …

P.R. Venkat / Wall Street Journal:
SK Hynix says its SSD subsidiary Solidigm has halted a review of a potential US IPO to fund a new US chip fab, citing “market conditions and share price trends”  —  SK Hynix's shares fell as much as 4.2% in early trade in Seoul  —  SK Hynix halted plans to list its memory-chip unit in the U.S. …

Wall Street Journal:
OpenAI suspected the three fired researchers of leaking internal model designs to AI safety researcher Ryan Greenblatt, including via disappearing Signal chats  —  The company fired three safety researchers for mishandling sensitive information.  They had been fighting to keep the workings …

Sarah Perez / TechCrunch:
Spotify confirms it is rolling out a new Family Plan verification method requiring members to scan QR codes on plan managers' phones within seven days of notice  —  Spotify confirmed the reports of its crackdown on Family Plan sharing during its third-quarter call with investors …

Associated Press:
The US Treasury proposes a rule to crack down on US high-tech investments in areas like AI and supercomputing in China, Russia, and other “countries of concern”  —  The U.S. Treasury Department proposed a rule Thursday to crack down on American high-tech investments such as supercomputing …