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After interviewing eight current and one former Proton employee and reviewing internal Slack messages and meeting recordings, 404 Media reported that CEO Andy Yen is accused of internally pushing for heavy use of AI to write code in order to accelerate growth, while taking a hard line with employees who raised security concerns. A meeting recording shows that about 90% of Proton's code was written by AI last October; Yen said in a security channel that requiring testing before launch is loser th

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Barbara Engels, a senior economist at the German Economic Institute, argued in an article for heise that when companies evaluate software procurement, they only count licensing, deployment, and training costs, but not the cost of exiting the vendor later, causing dependencies to form without anyone deciding to create them. She suggests breaking dependency costs into three separately accounted items: the bargaining power gained from switching capability, the risk of service interruption or supply

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At GitHub Universe 2026, held October 28–29, 2026, GitHub announced that Copilot Fusion, which integrates automatic model selection with multi-model collaboration, is now generally available. It can be used in VS Code, the GitHub Copilot app, the CLI, and JetBrains IDEs, and it automatically determines which model to use and which of three execution modes—Single, Cascade, or Critique—to apply, based on three processing tiers: Standard, High, and Max. The desktop GitHub Copilot app is also beginn

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topping the Artificial Analysis Intelligence Index v5.0 with a composite score of 59, priced at $2 per million input tokens and $10 per million output tokens. Anthropic filed its S-1 prospectus with the SEC on October 26, planning to list on Nasdaq under the ticker ANT, with a target valuation of $1.5 trillion to $2 trillion and fundraising of up to $100 billion. In the same period, Microsoft disclosed for the first time that Azure quarterly revenue reached $33.2 billion, up 48% year-over-year.

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Intel reported third-quarter 2026 revenue of $16.5 billion and earnings per share of 52 cents, beating expectations, but its fourth-quarter revenue guidance of $15 billion to $16 billion fell short of the market's expectation of about $17.1 billion, and its gross margin guidance dropped from 43% to 38%; its stock price plunged about 21% in after-hours trading on October 29. Anthropic filed for a Nasdaq IPO on October 26 (ticker ANT), with revenue of $16.286 billion in the first half of 2026, up

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Google announced that Gemini app users can now generate, preview, and edit files such as documents, PDFs, presentations, spreadsheets, and code directly within conversations, and this capability is available to all users in all regions where the app is available. Editing methods include direct full-screen input and modification, selecting text to ask Gemini questions, and having Gemini rewrite file content. PDF preview and editing are supported on both the web version and mobile, while other for

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On October 28 local time in the US, XREAL opened overseas orders for the XREAL AURA, the world's first Android XR wired glasses, at a limited-time starting price of $1,099, with the first batch expected to ship in mid-November. Tencent and Visa signed a memorandum of cooperation, planning to deepen collaboration in areas such as cross-border payments, cross-border remittances, enterprise-grade AI, and AI agent commerce. Tencent also released Buddy One, a cross-application AI collaboration system

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Amazon's third-quarter revenue of $201.94 billion and earnings per share of $1.89 both fell short of Wall Street expectations, sending the stock down more than 7% in after-hours trading, with free cash flow at negative $42.4 billion. AWS revenue grew 39% year-over-year to $45.98 billion, slightly beating expectations, and CEO Jassy expects growth to exceed 40% next year. The company reiterated full-year capital expenditures of $220 billion, with third-quarter capital expenditures reaching $77.3

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Cursor discovered a maliciously tampered version of Anthropic.claude-code 2.1.313 in the VS Code extension marketplace. This version was not developed by Anthropic and affects at most 5,000 users. The malicious code collects host and user information, attempts to write the attacker's SSH public key and establish a reverse SSH tunnel, but due to permission restrictions this step fails on most macOS and Windows hosts. Cursor has removed the version, rebuilt the marketplace and shut down the attack

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Shopify released Fall '26 Editions "Exponential", with the main thrust being to bring products, checkout, and store management into Agents such as ChatGPT, Claude, Gemini, Copilot, and Grok Bot, while also upgrading the merchant backend's Sidekick, Canvas, Campaign Autopilot, and payment risk controls. Shop Pay claims about 400 million users, can enter personal Agents and support checkout for non-Shopify stores, and Shopify Catalog has begun including brand products from brands not on Shopify. O

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Maxinsights has completed a $30 million seed round led by PeakXV, with participation from Tola Capital, South Park Commons, INCE Capital and Alumni Ventures, to expand its physical AI data platform that collects real human activity data for robots and AI models. The company has collected over 2 million hours of real human activity data, of which 1.5 million hours can be used directly for model training, serving more than 30 AI lab and foundation model developer clients. The company has also laun

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AI inference is shifting from a one-off computational event to a continuous production workload, whose cost depends on traffic patterns, latency targets, model size, context length, and concurrency. The Stanford 2025 AI Index shows that the query price for GPT-3.5-level performance on MMLU fell from $20 per million tokens in November 2022 to $0.07 per million tokens for Gemini 1.5 Flash-8B in October 2024, a decline of more than 280x in about 18 months. But reasoning models and agents generate m

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Microsoft's revenue in the first quarter of fiscal year 2027 grew 19% year over year to $92.28 billion, with earnings per share of $4.89, both exceeding Wall Street expectations, and the stock rose about 4% after hours. For the first time, the company separately disclosed Azure revenue of $33.17 billion, up more than 48% year over year, and changed its financial reporting to two major segments, Agents and Infra and Devices and Consumer, with the former generating $76.8 billion in revenue, up 25%

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Altera has launched the Agilex 27, the first product in its Agilex 2X series, integrating hardened 800GbE and 1.6TbE Ethernet, PCIe 6.0/7.0 support, transceiver rates up to 256Gbps, and introducing the HyperFlow full-chip distributed data network. Altera claims its third-generation HyperFlex delivers 1.8x better performance per watt compared with Agilex 7. The accompanying QuartusIQ AI assistant integrates MCP, and internal benchmarks show design creation up to 10x faster and overall design cycl

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Apple launches touch-enabled MacBook Pro, with the 14-inch model starting at $2,899 and the 16-inch model starting at $3,399, going on sale November 6. The new machines are equipped with M5 Pro and M5 Max chips, up to 128GB of unified memory and 16TB of storage, and Apple says the M5 Max can run large language models with hundreds of billions of parameters entirely on-device. Touch functionality is integrated into macOS 27, with touch sensors built into the display panel, and apps such as Word,

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Mistral has released the weights of Mistral Large 4 on Hugging Face. The model, nicknamed Le Chonk, has approximately 1 trillion parameters with 52 billion activated per step, and supports text and image inputs. On Terminal-Bench 4.0, its score rose from 28% in the preview version to 41%, slightly above GLM-5.3's 40%, but on the new version of the Artificial Analysis Intelligence Index it scored only 26 points, below the 32 points of DeepSeek V4.1 Flash and GLM-5.3. API pricing is $0.70 per mill

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Microsoft has decided to end support for all Copilot features on TVs within this year. A pop-up notification on LG TVs states that the feature is "planned to be discontinued in 2026," with the specific date depending on Microsoft's schedule. LG and Samsung announced at CES 2025 that their new smart TVs would integrate Copilot, allowing users to talk to it, ask about on-screen content, or get movie and TV recommendations. Previously, LG drew user complaints after a webOS update added a non-remova

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The SemiAnalysis podcast analyzes Anthropic's S-1, pointing out its 90% incremental gross margin, 40% incremental EBIT, 85% inference gross margin, and 41% compute gross margin, and that it has been profitable for two consecutive quarters on a non-GAAP basis. On customer net revenue retention, customers who spent $1 last year now spend $9, with the Q1 figure at 500%; in addition, 250 customers pay over $10 million annually and 1,900 pay over $1 million. The episode also breaks down the $500 bill

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Otter has added a Work mode to its AI Chat assistant that can execute multi-step tasks: before meetings, it generates briefing documents based on past calls and data from connected apps; after meetings, it drafts emails, creates Word/Notion documents, PDFs, and interactive web pages, and updates Salesforce records, with human approval required before tasks are completed. Work mode is now available to all paid Otter users with no usage limits, and the existing Express and Advanced options will be

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