CoreWeave, SoftBank, and Nebius earnings: what to watch
aistockwire.com — CoreWeave, SoftBank, and Nebius report November 10 to 12, then Applied Materials and Cisco. Here's what each company forecast and how far its shares fell.
Archive
Apple’s New CEO Isn’t Satisfied With Siri’s AI Progress: Report
www.iphoneincanada.ca — Apple’s new CEO John Ternus is reportedly pushing the company to move faster on artificial intelligence, with plans to turn Siri into a more advanced assistant that can handle tasks without constant instructions from users. According to Bloomberg’s Mark Gurman in his latest Sunday Power On newsletter, Ternus recently held a private meeting with software
Jason’s Takes on This Week’s 20VC: A 72% Cost Drop on Our Own App, the $100M Acquisition Bar, and DoorDash’s Third Competitor
www.saastr.com — The decisions behind this week’s headlines: how to price for falling model costs, how to report growth when your percentages are shrinking, and why you need to test whether you’re expan…
The Score That Cannot Be Gamed.
brianroemmele.substack.com — In 1988 Pentti Kanerva published Sparse Distributed Memory from NASA Ames Research Center under contract NCC2-408.
AI music can be difficult to detect, but there are some telltale signs
www.engadget.com — Not sure if a song was made by AI? Here's what to listen for in the vocals, lyrics and instrumentals, plus quick ways to check if an artist is real.
In Controlled LLM Markets, Full Disclosure Helped Some Models and Hurt Others
forkast.news — Experimental results across trade, bargaining and auctions show that disclosure effects vary by model and market structure. Builders need to test information policy alongside model choice.
Apple leadership may have differing views on AI strategy
appleinsider.com — A new report suggests Apple still faces internal battles around AI strategy even though it has seemingly held to the same strategy set by John Giannandrea nearly a decade prior.
Siri AI chief may step down as more Apple departures are rumored
appleinsider.com — Apple's Mike Rockwell is reportedly considering leaving at least his current role as head of Siri AI, perhaps prompting a shakeup of executive roles at the company.
Unfold CEO on freeing enterprise data trapped for AI
thenextweb.com — Unfold CEO Ran Cherniavsky explains how his company pulls data and business context out of legacy and closed systems so AI agents can use it.
Take Advantage of the Crash
crackthemarket.substack.com — After a historic crash in AI and electrification, despite nearly every company beating and raising, I decided to review every name I cover and give you my top convictions
Apple aiming to make Siri 'more like an agent' as soon as next year: report
9to5mac.com — Apple finally shipped its long awaited personalized Siri with iOS 27. The company lived up to its promises, and delivered...
Bankers Prepare for AI ‘In Every Conversation’ at Climate Summit
news.bloomberglaw.com — As the AI trade shows signs of unraveling, senior bankers gathering on Turkey’s Mediterranean coast are hoping to lay the groundwork for deals that can change the technology’s long-term impact.
Andrej Karpathy built a curated video platform in a weekend using Claude and 20 years of Hacker News
The Decoder — OpenAI co-founder Andrej Karpathy used Claude's Opus 5.5 to filter 43 million Hacker News comments into 6,454 curated videos. The result beats YouTube's own recommendations, he says.
Recent AI agent experiments reveal a risky future of machine 'teamwork' inside corporations
www.cnbc.com — AI agents are now working together on a regular basis. Research shows they are not always seeking the same goal, or operating with ethics.
DARPA wants AI to find hidden flaws in digital markets that adversaries could exploit to wreak economic havoc
www.businessinsider.com — DARPA is studying how the rules governing online markets could be manipulated to cause disruption, rather than just how their systems could be hacked.
Sola Security builds a context layer for AI security agents
thenextweb.com — Sola Security is building a vendor-agnostic enterprise security brain to give AI agents and analysts shared context across tools and docs.
Seems like Google is working on "the next generation Gemini agent" for Gemini Enterprise.
How Apple's Personal Knowledge Graph learns about your life on Mac
appleinsider.com — A breakdown of Apple's Personal Knowledge Graph shows what your Mac and Apple Intelligence know about you and your life.
The game reverse engineering community is the latest casualty of AI
www.engadget.com — With the rise of code-focused AI models, breaking down games and porting them has become a lot easier. Some decompilation communities have given up altogether.
Apple patent describes AI that repaints app screenshots per keyword
ppc.land — Three Stable Diffusion models redraw all but the headline and phone mockup in app marketing images. Dependent claims let the keywords come from the app itself.
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