Friday, October 23, 2026

An interview with Intel's leadership, including CTO Pushkar Ranade, on AI chip demand, lessons from 10nm, whether Intel can catch up to TSMC, Terafab, and more (Dwarkesh Patel/Dwarkesh Podcast)

Dwarkesh Patel / Dwarkesh Podcast:
An interview with Intel's leadership, including CTO Pushkar Ranade, on AI chip demand, lessons from 10nm, whether Intel can catch up to TSMC, Terafab, and more  —  What I learned from touring Intel's most advanced fab and talking to its leadership.  —  I spent two days touring Intel's …



Sources: Anthropic and London-based PE firm Hg agree to launch a consultancy by the end of 2026 to embed AI consultants and engineers into European businesses (Financial Times)

Financial Times:
Sources: Anthropic and London-based PE firm Hg agree to launch a consultancy by the end of 2026 to embed AI consultants and engineers into European businesses  —  New company backed by Anthropic and UK buyout group Hg will advise companies on how to deploy AI



Anthropic says it partnered with Theorem to use Claude to formally prove security properties at the assembly level across 100+ real-world open-source libraries (Anthropic)

Anthropic:
Anthropic says it partnered with Theorem to use Claude to formally prove security properties at the assembly level across 100+ real-world open-source libraries  —  Introduction  —  Even mature, heavily tested software contains bugs, and LLMs are increasingly adept at finding them.



Sunday, October 18, 2026

Anthropic says it's committing 5% of its shares to a Public Benefit Fund, for a total of ~20% with co-founder and staff pledges, plus 2% per 50% valuation rise (Anthropic)

Anthropic:
Anthropic says it's committing 5% of its shares to a Public Benefit Fund, for a total of ~20% with co-founder and staff pledges, plus 2% per 50% valuation rise  —  Today, we're committing a portion of Anthropic's shares to the Anthropic Public Benefit Fund, a new entity with a structure that increases the stake as the company grows.



Sources: Nvidia asked Samsung, SK Hynix, and Micron to make base dies for its custom NVHBM memory on TSMC's 3nm process; Samsung agreed, its first use of TSMC (Kyu-Seok Shim/Reuters)

Kyu-Seok Shim / Reuters:
Sources: Nvidia asked Samsung, SK Hynix, and Micron to make base dies for its custom NVHBM memory on TSMC's 3nm process; Samsung agreed, its first use of TSMC  —  Samsung Electronics (005930.KS) will use TSMC's (2330.TW) 3-nanometre process to produce base dies for Nvidia's (NVDA.O) …



Sources: HomeView units sat in warehouses for months; Apple plans a Nov. 6 store reset, likely for new Macs; iPhone Duo preorder mess could boost 18 Pro sales (Mark Gurman/Bloomberg)

Mark Gurman / Bloomberg:
Sources: HomeView units sat in warehouses for months; Apple plans a Nov. 6 store reset, likely for new Macs; iPhone Duo preorder mess could boost 18 Pro sales  —  Also: The company is planning Nov. 6 retail store reset, indicating potential Mac release date.



An interview with Apple's new VP of the App Store, Carson Oliver, on Apple's gaming vision, Apple Arcade, providing tools for indie game developers, and more (Giovanni Colantonio/Polygon)

Giovanni Colantonio / Polygon:
An interview with Apple's new VP of the App Store, Carson Oliver, on Apple's gaming vision, Apple Arcade, providing tools for indie game developers, and more  —  Back when Apple Arcade launched in 2019, there was a resounding belief among gamers that the mobile gaming service wasn't long for this world.



An interview with Intel's leadership, including CTO Pushkar Ranade, on AI chip demand, lessons from 10nm, whether Intel can catch up to TSMC, Terafab, and more (Dwarkesh Patel/Dwarkesh Podcast)

Dwarkesh Patel / Dwarkesh Podcast : An interview with Intel's leadership, including CTO Pushkar Ranade, on AI chip demand, lessons fr...