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Tue Nov 4
Binance names co-founder Yi He as co-CEO alongside Richard Teng, making her one of the few women leading a crypto company; she also has children with ex-CEO CZ (Jeff John Roberts/Fortune)
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An analysis of Waymo's data covering ~100M driverless miles across four US cities: Waymo cars have far lower crash rates per million miles than human drivers (Jonathan Slotkin/New York Times)
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Waymo's self-driving cars appear to be bending traffic laws and growing impatient with pedestrians as the company seeks to make them "confidently assertive" (Katherine Bindley/Wall Street Journal)
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Stripe agrees to acquire Metronome, which offers APIs to help SaaS companies charge customers based on usage and has raised $128M in total funding (Scott Woody/Metronome)
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MongoDB stock jumped 22% on December 2 after Q3 revenue rose 19% YoY to $628M, above $592M est., and raises full-year guidance on Atlas growth and AI demand (Samantha Subin/CNBC)
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Software testing startup Antithesis raised $105M led by trading firm Jane Street, as demand grows for software to vet code generated by AI coding tools (Financial Times)
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YouTube says it will comply with Australia's social media ban for under-16s, after rejecting its inclusion in the crackdown and calling the regulation "rushed" (Angus Whitley/Bloomberg)
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After a backlash, India says its pre-installed cybersecurity app is optional for users, who "have complete freedom to activate, or delete the app at any time" (Shruti Srivastava/Bloomberg)
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Filing: JD.com's JingDong Industrials, or JDi, a supply chain technology and services provider in China, aims to raise up to ~$420M in its Hong Kong IPO (Reuters)
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Sources: Anthropic taps law firm Wilson Sonsini to begin work on its IPO, which could come as soon as 2026, and held preliminary talks with big investment banks (George Hammond/Financial Times)
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Check Point is raising $1.5B from the sale of a five-year zero-coupon convertible bond; proceeds will go toward buying back as much as $225M of stock (Bloomberg)
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ServiceNow announces a deal to acquire identity security startup Veza, sources say for between $1B and $1.5B; Veza had a private valuation of $808M in March (Valida Pau/The Information)
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Arizona AG Kris Mayes sues Temu for allegedly stealing customers' data, including their physical location, and counterfeiting local brands (Sejal Govindarao/Associated Press)
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Marvell announces a deal to buy Celestial AI for at least $3.25B, expected to close in Q1 2026; the price can rise to $5.5B if Celestial hits revenue targets (Kif Leswing/CNBC)
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Sources say President Trump's efforts to block state-level AI regulations through a preemption proposal are facing significant opposition on Capitol Hill (Axios)
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Anthropic's employees self-report using Claude in 60% of work and achieving a 50% productivity boost, often using it for debugging and code understanding, more (Anthropic)
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CNN partners with Kalshi to use its real-time prediction data in TV, digital, and social channel reporting, on-air data tickers, analysis, and fact-checking (Sara Fischer/Axios)
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Instacart sues New York City to block enforcement of five laws, including rules governing minimum pay for app-based workers and tipping disclosures (Jonathan Stempel/Reuters)
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Google debuts Android 16 QPR2, a minor update expanding features for notifications, icons, calling screens, and more, marking the end of annual Android releases (Jess Weatherbed/The Verge)
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Bending Spoons acquires Eventbrite for ~$500M in an all-cash deal, following its $1.38B acquisition of Vimeo in September and its pending acquisition of AOL (Cate Lawrence/Tech.eu)
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Apptopia: ChatGPT referrals to retailer mobile apps increased 28% YoY during the Black Friday weekend in 2025; Amazon's share of ChatGPT referrals grew to 54% (Sarah Perez/TechCrunch)
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Ireland investigates TikTok and LinkedIn over concerns that their illegal content reporting tools are hard to access and don't allow anonymous CSAM reporting (Padraic Halpin/Reuters)
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Filings: after EA's buyout, Saudi Arabia's PIF would own 93.4% of EA, implying it needs to put up ~$29B, while Silver Lake and Affinity would own 5.5% and 1.1% (Wall Street Journal)
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Israeli startup Zafran, an AI-native threat exposure management service, raised a $60M Series C led by Menlo Ventures, bringing its total funding to $130M (Globes)
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Cloud data management startup Eon raised $300M led by Gil Capital at a $4B valuation, almost 3X from $1.4B in November 2024, taking its total funding to $500M (Krystal Hu/Reuters)
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Anthropic acquires dev tool maker Bun, a source says for low hundreds of millions, its first acquisition; Claude Code hit $1B in annualized revenue in November (Sri Muppidi/The Information)
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Ricursive, founded by ex-Google researchers to automate advanced chip design, raised $35M led by Sequoia at a $750M valuation and plans a product launch in 2026 (Berber Jin/Wall Street Journal)
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Amazon launches AWS AI Factories, which lets customers deploy AWS infrastructure, including AWS Trainium chips and Nvidia GPUs, in their existing data centers (Georgia Butler/DatacenterDynamics)
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A profile of Dario Amodei and Anthropic, which is on track to hit a nearly $10B annualized run rate by the end of 2025, more than 10x what it generated in 2024 (Jeremy Kahn/Fortune)
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An interview with AWS CEO Matt Garman on his AI vision, how he plans to extend Amazon's cloud market lead, adding AI to AWS services, AI efficiencies, and more (Maxwell Zeff/Wired)
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Amazon debuts three frontier agents: Kiro autonomous agent, AWS Security Agent, and AWS DevOps Agent, each focused on a different aspect of software development (Mike Wheatley/SiliconANGLE)
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AWS announces new features for its AI agent platform Bedrock AgentCore, including new tools for managing AI agent boundaries and memory capabilities (Rebecca Szkutak/TechCrunch)
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AWS launches Nova Forge, a $100,000/year service allowing clients to customize Amazon's AI models at various stages of training and refine open-weight models (Jordan Novet/CNBC)
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Sources: OpenAI is developing a new LLM, codenamed Garlic, that outperforms Gemini 3 and Claude Opus 4.5 in coding and reasoning tasks, per internal evaluations (Stephanie Palazzolo/The Information)
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AWS launches DevOps Agent, an AI-enabled tool designed to help clients quickly identify root causes of outages and implement fixes, available in preview (Jordan Novet/CNBC)
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Amazon launches second generation of its Nova AI models, including Nova Lite, Nova Pro, Nova Sonic, and Nova Omni, a fully multimodal reasoning model (Will Knight/Wired)
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Amazon launches the Trainium3 UltraServer, powered by the 3nm Trainium3 AI training chip, and teases Trainium4, which will be able to work with Nvidia's chips (Julie Bort/TechCrunch)
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Amazon launches Trainium3, saying the AI chip is 4x faster than Trainium2 and can cut AI training and operating costs by up to 50% compared to equivalent GPUs (Robbie Whelan/Wall Street Journal)
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A look at Anthropic's societal impacts team, which broadly studies AI's impacts and finds and publishes "inconvenient truths", building on most AI safety teams (Hayden Field/The Verge)
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Barcelona-based Titan OS, which provides a smart TV operating system to TV makers like Philips and JVC, raised a €50M Series A led by Highland Europe (Ivan Mehta/TechCrunch)
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Axiado, which is making a chip designed to save space and power in AI servers, raised $100M led by Maverick Silicon (Stephen Nellis/Reuters)
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Mistral launches Mistral 3, a family of 10 models under the Apache 2.0 license, including its new flagship Mistral Large 3 and nine smaller Ministral 3 models (Michael Nuñez/VentureBeat)
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Adobe: US shoppers spent $14.25B online during Cyber Monday, up 7.1% YoY, compared with a 9.1% rise on Black Friday; five-day spending rose 7.7% YoY to $44.2B (Spencer Soper/Bloomberg)
2d
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A Claude user gets Claude 4.5 Opus to generate a 14K-token document that Claude calls its "Soul overview"; an Anthropic employee confirms the doc's validity (Simon Willison/Simon Willison's Weblog)
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Vista Equity-backed infrastructure software company LogicMonitor acquires Catchpoint, which monitors user experiences across the internet, for $250M+ in cash (Liana Baker/Bloomberg)
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YouTube launches Recap, which lets users review their most notable video habits over the past year, in the US, ahead of a global rollout next week (Jess Weatherbed/The Verge)
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Michael and Susan Dell say they will deposit $6.25B for 25M children, or $250 per investment "Trump account", comparing the gift to Dell's direct PC sales model (Nicholas Kulish/New York Times)
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South Korean police arrest four over hacking 120K home security cameras, whose footage was used to make sexually exploitative material; one person made ~$12K (John Yoon/New York Times)
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Chinese short-video company Kuaishou launches Kling Video O1, saying it is the first multimodal AI model to unify video generation, editing, and post-production (Ben Jiang/South China Morning Post)
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Prediction market Kalshi raised $1B led by Paradigm at an $11B valuation, up from $5B after its $300M Series D in October, making its co-founders billionaires (Michael J. de la Merced/New York Times)
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