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Techmeme

Spotify says it now has nearly 500K video podcasts and more than 390M users have now streamed a video podcast on its platform, up 54% YoY (Sarah Perez/TechCrunch)

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Tel Aviv-based Daylight, whose AI-native platform autonomously identifies and contains cyber threats, raised a $33M Series A, bringing its total funding to $40M (Meir Orbach/CTech)

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Beacon Software, which acquires niche software businesses and transforms them with AI, raised a $250M Series B led by GC, Lightspeed, and D1 at a $1B valuation (Krystal Hu/Reuters)

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Instacart launches an AI shopping assistant as part of its white-label e-commerce service, which powers the online shopping sites for some grocery chains (Natalie Lung/Bloomberg)

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WhatsApp launches an Apple Watch app that lets users get call notifications, read full messages, and record and send voice messages (Aisha Malik/TechCrunch)

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Amazon rolls out Alexa+ to Amazon Music for iOS and Android, letting Alexa+ Early Access users request obscure information or complex music recommendations (Jess Weatherbed/The Verge)

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AWS says it is developing Fastnet, a subsea cable buried ~1.5m deep and with a capacity over 320Tbps, aiming to debut in 2028 to connect Maryland and Ireland (Emily Forlini/PCMag)

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Jimmy Wales says Wikipedia's "Gaza genocide" page fails to meet its neutrality standards; the article is listed as "protected" until 21:47 UTC on November 4 (Xander Elliards/The National)

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A profile of nonprofit Common Crawl, which has scraped billions of webpages since 2013, including paywalled ones, to build an archive used by OpenAI and others (Alex Reisner/The Atlantic)

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Shopify reports Q3 revenue up 32% YoY to $2.84B, vs. $2.76B est., GMV up 32% YoY to $92B, and expects Q4 revenue up in the mid-to-high 20% range, vs. 23.4% est. (Deborah Sophia/Reuters)

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The UK's High Court rules against Getty in its lawsuit against Stability AI over its image generator; the judge calls the ruling "extremely limited in scope" (Sam Tobin/Reuters)

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Uber reports Q3 revenue up 20% YoY to $13.5B, Gross Bookings up 21% to $49.7B, trips up 22% to 3.5B, and $1.1B operating income, vs. $1.6B est.; UBER drops 5%+ (Financial Times)

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Goldman Sachs: just 33 US counties accounted for ~72% of all US data center capacity as of July; buildouts like AWS' in Oregon have transformed tiny communities (David Uberti/Wall Street Journal)

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Spotify reports Q3 revenue up 12% YoY to €4.3B, above €4.23B est., subscribers up 12% YoY to 281M, MAUs up 11% YoY to 713M, and a €582M operating income (Ashley Carman/Bloomberg)

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How Portugal is investing ~4.6% of its GDP around the port of Sines, seeking to transform it from a tourism-reliant economy into a tech and industrial hub (Sofia Horta e Costa/Bloomberg)

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Chainalysis CEO Jonathan Levin says DeFi platforms' rapid growth leaves their users' assets at risk of attack; DefiLlama says $140B+ is held on DeFi protocols (Nikou Asgari/Financial Times)

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Q&A with Lyft CEO David Risher on the company's turnaround, AI for drivers, paying drivers more, Uber, partnering with Tensor for autonomous vehicles, and more (Nilay Patel/The Verge)

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Nintendo reports Q2 revenue up 90% YoY to ~$3.7B, vs. ~$3B est., ~$667M net profit, vs. ~$412M est., and expects 19M Switch 2 sales by March 2026, up from 15M (Arjun Kharpal/CNBC)

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