The Brutalist Report

Researcher: *sshole, a decade-old OpenSSH flaw, lets attackers use a password of 256+ characters to log into passwordless accounts on some musl Linux systems (Lawrence Abrams/BleepingComputer) [25m]
Democrats, with Elizabeth Warren a top contender to chair Senate Banking, are poised to step up oversight of Nvidia over chip exports and circular financing (Maggie Eastland/Bloomberg) [1h]
Fox closes its $22B Roku acquisition well ahead of the expected 2027 date; Anthony Wood joins Fox's board and co-chairs a new unit with Tubi, Fox One, and Roku (Todd Spangler/Variety) [1h]
Sources: TSMC is considering expanding into manufacturing 3D DRAM at the request of Nvidia, its biggest customer, amid memory chip shortages (Qianer Liu/The Information) [1h]
Employees at Microsoft, long known for its stability in the industry, are grappling with its decision to offer buyouts to 60,000 people as AI spending grows (Emmy Martin/New York Times) [2h]
Experts say the new Democratic congressional majority will likely seek to rebuild CISA, prioritize AI security, revive local cyber grants, probe DOGE, and more (Eric Geller/Cybersecurity Dive) [3h]
In preliminary findings, the EU says TikTok breached the DSA by failing to prevent its recommendation algorithm from trapping users in harmful "rabbit holes" (Alexander Martin/The Record) [4h]
Sources: Democrats are eyeing Apple, Meta, and Elon Musk-led companies as early congressional investigation targets, after winning House and Senate majorities (Pranshu Verma/Washington Post) [5h]
Sources: Nvidia is requiring Southeast Asian customers seeking Nvidia Cloud Partner status to enroll in a program that tracks the locations of their AI chips (Mackenzie Hawkins/Bloomberg) [5h]
Elon Musk says Tesla plans to wind down production of the Cybertruck at its Texas Gigafactory in mid-2027 "to make room for increased Cybercab production" (Kana Inagaki/Financial Times) [6h]
Cleanview: ~40% of planned data center capacity is in states where newly elected governors have pledged to pause or halt construction (Bloomberg) [7h]
Blockaid: Binance hackers stole ~$2.5B, or 40% of the $6.3B haul, in a single Ethereum transaction using wallet permissions that cost just $15 to set up (Sidhartha Shukla/Bloomberg) [9h]
NY-based Kalepa, whose AI platform supports insurance underwriting, pricing, and portfolio management, raised a $75M Series B led by Updata at a $470M valuation (Manya Saini/Reuters) [10h]
Sources: China's top memory maker YMTC plans to source up to 70% of equipment for its fourth chip factory locally, up from just over 50% for its third factory (Reuters) [10h]
Asian tech stocks plunge amid fears US Democrats may delay data centers; Taiwan's Taiex sees a record intraday point drop, Kospi falls 8.7%, and Nikkei 6.7% (Jada Nagumo/Nikkei Asia) [11h]
Potential Sciences, an AI startup building large-scale chemical data sets, secured backing from the UK's Sovereign AI Fund, as part of an eight-figure raise (Joel Khalili/Wired) [11h]
Google rolls out Gemini Omni 1.2 Flash, which creates clips up to 15 seconds, vs. 10 seconds with Omni 1.1, has better reference adherence, and costs 30% less (Matthias Bastian/The Decoder) [12h]
Perplexity rolls out Teammates, an always-on AI agent system that integrates with Computer to handle multiple roles and execute large-scale tasks simultaneously (Emma Roth/The Verge) [13h]
Sources: UK neobank Monzo is exploring a new fundraising round valuing it at ~£7.5B after failing to be acquired by Nu Holdings and struggling to sell a stake (Financial Times) [14h]
Filing: Airbnb discloses that it has the option to invest in and license tech from CEO Brian Chesky's stealth AI lab; source: Chesky has self-funded it so far (The Information) [15h]
Sources: Thinking Machines Lab is raising $5B led by Accel at a $40B pre-money valuation, more than tripling its valuation from its last public round last year (Business Insider) [15h]
Artificial Analysis says Inkling 2 Small matches Gemini 3.8 Flash (high) in its index and would be the top open model outside China once its weights are out (Artificial Analysis) [16h]
Lyft reports Q3 revenue up 8% YoY to $1.82B, vs. $1.92B est., and a net loss of $0.03 a share, vs. an est. profit of $0.20 a share; LYFT drops 8%+ after hours (Kelly Cloonan/Wall Street Journal) [16h]
Meta indefinitely pauses its new commercial terms, which critics say would let it scrape sites of business users, after publisher outcry and court injunctions (Nieman Lab) [16h]
Sources: cloud security startup Cyera is planning to raise around $800M in a round led by Cyberstarts at a $20B valuation, up from $12B in June (Aaron Holmes/The Information) [16h]
Thinking Machines Lab debuts Inkling 2 Small, a MoE model with 594B total and 17B active parameters, and plans to release weights next week after safety testing (Thinking Machines Lab) [16h]
Sources: major investors are increasingly skeptical Anthropic's IPO can achieve a $1.5T valuation after a market selloff; one says it could be closer to $1T (Wall Street Journal) [16h]
Sources: Unity has held talks to be acquired by a consortium including Silver Lake, which owns 8% of Unity, and Saudi Arabia's PIF, discussing a ~$25B valuation (Reuters) [17h]
Sources: NYT has entered exclusive negotiations to acquire Letterboxd for roughly $330M; A24 dropped out of negotiations after price expectations rose (New York Times) [17h]
Cloudflare reports Q3 revenue up 39% YoY to $782.5M, above $737.2M est., a $34.1M net loss, and lifts its FY 2026 guidance; NET jumps 14%+ after hours (Elias Schisgall/Wall Street Journal) [17h]
Airbnb reports Q3 revenue up 19% YoY to $4.9B, above est., Nights and Seats Booked up 16% to 155M, rises its FY 2026 revenue outlook; ABNB jumps 9%+ after hours (Bloomberg) [17h]
The Nasdaq 100 drops 6%, losing a record $2.3T in value, and the Philadelphia chip index plunges 12%, on concerns over the AI trade after Democrats won Congress (Natalia Kniazhevich/Bloomberg) [18h]
GOP leaders of three House committees ask Jensen Huang for a closed-door briefing on his ties with Megaspeed exec Alice Huang, reported to be a Chinese asset (Kevin Breuninger/CNBC) [19h]
California State Senator Scott Wiener, author of AI safety law SB 53, won Tuesday's election to succeed Pelosi in the US House, campaigning on AI regulation (Rocket Drew/The Information) [19h]
METR: Anthropic redacted much of the "most informative" evidence from METR's 100-page report, so readers "must rely on our judgment more than we consider ideal" (@metr_evals) [19h]
Meta President Dina Powell McCormick says building new US data centers will be harder after midterm results, but it will be easier to expand existing projects (Meghan Bobrowsky/Wall Street Journal) [20h]
Sources: Nvidia approached Apollo about retrofitting some of the 130+ buildings of the PE firm's struggling ISP Brightspeed into a network of small data centers (The Information) [20h]
Google plans to spend $17B to build its first Wyoming data center, pay for all the power it uses, and form a Community Council to address growth concerns (Davey Alba/Bloomberg) [21h]
Meta rolls out voice mode and expressive avatars in the Muse app, starting in the US, letting users have voice conversations with Muse in real time (Jay Peters/The Verge) [21h]
Sources: about 600,000 of Nvidia's H200 chips are stored in Hong Kong awaiting shipment to mainland China, as Beijing withholds approval for large-scale imports (Reuters) [21h]
METR: Anthropic's models are improving about twice as fast as they did between March 2024 and October 2025, with internal AI use driving ~80% of acceleration (Tiffany Li/The Information) [21h]
California's Proposition 40, which proposes a one-time 5% tax on assets of billionaires for healthcare funding, seems headed for defeat as vote counts continue (Los Angeles Times) [22h]
Anthropic launches Personal Finance in Claude, letting users connect bank and credit card accounts via Plaid with read-only access to analyze spending trends (Radhika Rajkumar/ZDNET) [22h]
Microsoft rolls out a Xbox PC app with an overhauled design to Xbox Insiders that it says launches up to 60% faster than before (Tom Warren/The Verge) [23h]
OpenAI says GPT-6 Cyber will first launch to a limited number of customers in its Daybreak Red program and has found 81+ "novel" vulnerabilities in Firefox (Djohnson/CyberScoop) [23h]
Marc Lore's Wonder files confidentially for a US IPO; the company, which acquired Grubhub for $650M in 2025, raised $650M at a $9B pre-money valuation in July (Reuters) [23h]
OpenAI launches GPT-6 Cyber, which it says outperforms GPT-6 Astra on cyber benchmarks, is better at finding vulnerabilities, and is less likely to go rogue (Emma Roth/The Verge) [23h]
Defense tech startup Shield AI raises $2.5B to help acquire radar company Echodyne, including a $1B Series H at a $28.8B valuation, up from $12.7B in March (Rebecca Torrence/Bloomberg) [23h]

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Supermicro Super AI Station Review: The AI Server That Doubles as a Workstation [19h]

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A Strange Quantum Theorem Has Killed Einstein’s Reality [1h]

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Daily Cartoon: Friday, November 6th [2h]
“Paper Tiger” Views Family as Deadweight [5h]
A Cruise to End All Cruises [5h]
Theresa Hak Kyung Cha’s Linguistic Art [5h]
Barry Blitt’s “Sea Change” [5h]
Who’s the Real Victim? [5h]
What This Week’s Elections Mean for The Future of Elections [17h]
Bonus Daily Cartoon: Elephant Stampede [21h]