The Brutalist Report

Techmeme

• AuxoAI, which helps large businesses build and deploy AI systems, raised a $20.7M Series A led by NTTVC to accelerate growth and scale (Kyt Dotson/SiliconANGLE) [16d]
• SAP: Q3 cloud revenue up 25% YoY to €6.67B, vs. €6.57B est., total revenue up 12% to €10.27B, current cloud backlog up 26% to €24.1B, all in constant currencies (Christina Kyriasoglou/Bloomberg) [16d]
• IBM reports Q3 revenue up 5% YoY to $17.1B, above $16.82B est., net income up 26% to $2.19B, software revenue up 8% to $7.8B, and infrastructure revenue up 4% (Elias Schisgall/Wall Street Journal) [16d]
• GitLab patches a critical flaw that lets unauthenticated attackers run code on self-managed servers, affecting every release since 7.0 in 2014 (Swati Khandelwal/The Hacker News) [16d]
• Texas Instruments reports Q3 revenue up 28% YoY to $6.06B, above $5.93B est., net income up 78% YoY to $2.43B, and forecasts $5.8B-$6.3B in Q4, vs. $5.73B est. (Ian King/Bloomberg) [16d]
• Mark Zuckerberg says Muse has drawn 10M+ users since its launch and 25%+ of users are making purchases through the app, with an average purchase size of $200+ (Business Insider) [16d]
• Meta expects its 2026 capex to be $135B-$145B, vs. $130B-$145B previously, and forecasts Q4 revenue of $73B-$76B, vs. $73.6B est.; META jumps 3%+ after hours (Riley Griffin/Bloomberg) [16d]
• Anthropic unveils Claude Duet, a proactive agent app on iOS, Android, and the web that works in the background, in research preview for US Pro and Max users (Claude) [16d]
• Filing: Meta says Mark Zuckerberg is considering leaving California if it passes a one-time 5% tax on billionaires; voters will decide on the measure next month (Pierre Paulden/Bloomberg) [16d]
• Meta says it will create a new class of nonvoting stock to raise the capital it needs for developing AI models, with an effective date in January 2027 (Meghan Bobrowsky/Wall Street Journal) [16d]
• Meta reports Q3 revenue up 26% YoY to $64.6B, operating income down 37% to $12.99B on a $9.89B AG settlement charge, and family DAP up 3% to 3.64B for September (Meta) [16d]
• OpenAI, PerturbAI, and Scripps say thousands of GPT-Rosalind agents analyzed data on millions of mouse brain cells in 32 minutes, a job that takes humans months (OpenAI) [16d]
• Microsoft reveals pricing for Xbox Cloud Gaming without Game Pass, for Xbox Insiders now and others next month: 10 hours for $3.99, 25 for $7.99, 50 for $11.99 (Tom Warren/The Verge) [16d]
• Flapping Airplanes, which is working on methods to train AI models on less data and compute and make the chips more efficient, raised $1B at a $6B valuation (Rachel Metz/Bloomberg) [16d]
• A New Mexico court orders Meta to pay $25B in penalties after a jury found Meta misled residents about its data practices in the Cambridge Analytica scandal (Jonathan Vanian/CNBC) [16d]
• Source and leaked memo: EA plans to cut ~400 jobs, or ~3% of its total staff, and shut down BioWare; EA went private in August following a $55B leveraged buyout (Jason Schreier/Bloomberg) [16d]
• The PHP Foundation says its RCE patches are limited to PHP 8.2 and newer, leaving legacy deployments dependent on third-party vendors (Wired) [16d]
• Recursive releases Flint, an open-weight, 40B-parameter coding model developed with its Eureka Machine AI system, which automated most of the development (Will Knight/Wired) [16d]
• Watchtower, which uses AI and simulation software to help the US Armed Forces make logistical decisions, emerges from stealth with a $35M seed (Alex Konrad/Upstarts Media) [16d]
• The PHP Foundation details how it found and fixed the two flaws, and says it had to release patches a day early after the CVE IDs began circulating online (The PHP Foundation) [16d]
• Several government, school, and hospital websites in Europe were taken offline as organizations rush to protect themselves from two critical PHP security flaws (Reuters) [16d]
• Whop, which helps people start, run, and scale businesses and uses AI to suggest business decisions, raised $205M led by Sequoia Capital at a $5.1B valuation (Natasha Mascarenhas/Bloomberg) [16d]
• OpenAI says the PHP flaws, found using GPT-5.6 Sol, "are among several significant vulnerabilities" it found and expects "similar findings to increase sharply" (OpenAI) [16d]
• Mach9, which develops AI-powered CAD software trained on proprietary, in-house AI models using multimodal image and laser scan datasets, raised a $34M Series A (Sean O'Kane/TechCrunch) [16d]
• Cloudflare says it deployed default WAF mitigations for all free and paid tier customers to combat two PHP flaws, roughly nine hours ahead of public disclosure (Cloudflare) [16d]
• Claude flagged 493 security issues across 25 open-source projects, covering 5M+ lines of C, C++, Java, PHP, and Python code; one went unnoticed for 21 years (Chris Rohlf/Anthropic) [16d]
• PHP discloses a critical memory-management vulnerability, dubbed "PHP2Shell", that affects up to 70% of websites, discovered using GPT-5.6 Sol in August (Robert McMillan/Wall Street Journal) [16d]
• PHP releases security fixes for two critical unauthenticated RCE vulnerabilities, urging all PHP users to update; all web-serving deployments are affected (PHP) [16d]
• ServiceNow and Nvidia launch Arc, a personal, long-running enterprise AI agent for productivity tasks across email and Teams, for RTX Spark and Nvidia OpenShell (Radhika Rajkumar/ZDNET) [16d]
• Stockholm-based legal AI startup Legora raised a $550M Series E at an $8.8B post-money valuation, up from $5.55B after raising a $550M Series D in March (Rosie Harris-Davison/City A.M.) [16d]
• OpenAI expands ChatGPT ads to 26 additional countries, taking the total to 83 countries, and says the platform's advertiser base is 100K+, up from 20K in August (Alix Coutures/The Information) [16d]
• Apple says it plans to add Reachability for the iPhone Duo later in 2026, helping people with smaller hands more easily access the left or right display edges (Julian Chokkattu/Wired) [16d]
• Spotify launches its first standalone, native in-car app built on Android Automotive OS, debuting on select Audi models, with a custom UI controlled by Spotify (Andrew J. Hawkins/The Verge) [16d]
• Nvidia launches its OpenShell Reference Architecture, a framework to secure, monitor, and govern AI agents, and partners with Canonical, AWS, BBVA, and others (Thomas Claburn/The Register) [16d]
• GTC Berlin: Jensen Huang pushes Europe on AI adoption, saying "for Europe to benefit from AI ... you need all the end markets, the end industries to adopt AI" (Bloomberg) [16d]
• OpenAI says it will make its AI models available on Google Cloud's model garden and Antigravity coding tool in the coming weeks, after launching on AWS in April (Jordan Novet/CNBC) [16d]
• iPhone Duo review: fun to play with and cool matte inner display, but small cover display, heavier and bulkier than other phones, average cameras, and gets hot (The Verge) [16d]
• Memo: eBay is cutting ~9% of its workforce to simplify operations and reallocate resources toward high-growth areas; eBay cut 6%, or ~800 staff, in February (Reuters) [16d]