Steven Rosenbush / Wall Street Journal:
An interview with Ciena CEO Gary Smith, a veteran of the 2001 telecoms crash, on AI demand outpacing supply for Ciena's optical networking chips, and more — Ciena CEO Gary Smith is ‘suitably paranoid,’ but optimistic — The historic telecommunications crash of 2001 is burned indelibly …
Tech Nuggets with the Technology
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Saturday, October 24, 2026
An interview with Ciena CEO Gary Smith, a veteran of the 2001 telecoms crash, on AI demand outpacing supply for Ciena's optical networking chips, and more (Steven Rosenbush/Wall Street Journal)
Block unveils Dessa, a "true speech-to-speech" AI model trained on "nothing but human conversation" that it says runs locally on a MacBook Pro M4 Max or better (Jay Peters/The Verge)
Jay Peters / The Verge:
Block unveils Dessa, a “true speech-to-speech” AI model trained on “nothing but human conversation” that it says runs locally on a MacBook Pro M4 Max or better — You have got to listen to these conversations with Block's new Dessa AI model.
Ukraine says Starshield was working normally again on Saturday morning; US officials said Trump asked Elon Musk to restore the service (Wall Street Journal)
Wall Street Journal:
Ukraine says Starshield was working normally again on Saturday morning; US officials said Trump asked Elon Musk to restore the service — Speed restrictions imposed by Elon Musk's SpaceX have hampered Ukraine's drone forces since Oct. 14 — KYIV—Ukraine's military Starlink system …
Inside Meta's law enforcement outreach team, which uses AI and human reviewers to analyze social media posts, aiming to prevent threats like school shootings (Rachel Monroe/New Yorker)
Rachel Monroe / New Yorker:
Inside Meta's law enforcement outreach team, which uses AI and human reviewers to analyze social media posts, aiming to prevent threats like school shootings — Algorithmic social media, which has helped create the conditions for the spread of such violence, is reckoning with how it can be part of the solution.
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.
Thursday, October 22, 2026
Palantir says that neither the company nor the US government has a "kill switch" for its Maven platform that NATO uses, after Ukraine's Starlink disruptions (Andrew Gray/Reuters)
Andrew Gray / Reuters:
Palantir says that neither the company nor the US government has a “kill switch” for its Maven platform that NATO uses, after Ukraine's Starlink disruptions — US software company Palantir (PLTR.O) sought to reassure Europeans that its military AI system used by NATO has no …
Barclays plans to cut 5,000 jobs, or ~5% of its workforce, by the end of 2026 as part of AI-driven cost cutting, with ~60% coming from support and developers (William Shaw/Bloomberg)
William Shaw / Bloomberg:
Barclays plans to cut 5,000 jobs, or ~5% of its workforce, by the end of 2026 as part of AI-driven cost cutting, with ~60% coming from support and developers — Barclays to Cut 5,000 Jobs as AI Starts to Create Efficiency — Video Player is loading. — Unmute — Current Time 0:00 Loaded: 69.77% Playback Rate
Wednesday, October 21, 2026
Micron and the union of workers at its Taichung facility sign a multi-issue agreement, without giving details, resolving tensions at its largest Taiwan site (Reuters)
Reuters:
Micron and the union of workers at its Taichung facility sign a multi-issue agreement, without giving details, resolving tensions at its largest Taiwan site — Micron Memory Taiwan and a union representing workers at its Taichung operations said on Wednesday they had signed …
Tuesday, October 20, 2026
The US sanctions MiraclePlus, a Chinese VC firm founded by ex-Microsoft executive Lu Qi, over alleged ties to Zhisuan, accused of stealing Google's AI secrets (Bloomberg)
Bloomberg:
The US sanctions MiraclePlus, a Chinese VC firm founded by ex-Microsoft executive Lu Qi, over alleged ties to Zhisuan, accused of stealing Google's AI secrets — Washington has blacklisted a Chinese venture firm established by ex-Microsoft Corp. AI scientist Lu Qi for alleged ties …
Monday, October 19, 2026
A look at Anthropic's Long-Term Benefit Trust, an unusual, opaque five-member trust whose trustees own no equity and hold enormous sway over the company (Theo Francis/Wall Street Journal)
Theo Francis / Wall Street Journal:
A look at Anthropic's Long-Term Benefit Trust, an unusual, opaque five-member trust whose trustees own no equity and hold enormous sway over the company — AI company has shared few details on the dynamics of the five-person trust empowered to shape its board and block major moves
Foxconn agrees to acquire a 50% stake in Mitsubishi's automotive components unit for ~$727M; Mitsubishi will provide autonomous tech for Foxconn's EV platforms (Reed Stevenson/Bloomberg)
Reed Stevenson / Bloomberg:
Foxconn agrees to acquire a 50% stake in Mitsubishi's automotive components unit for ~$727M; Mitsubishi will provide autonomous tech for Foxconn's EV platforms — Hon Hai Precision Industry Co. is paying ¥115 billion ($727 million) for a 50% stake in Mitsubishi Electric Corp.'s automotive-components unit …
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) …
An interview with Ciena CEO Gary Smith, a veteran of the 2001 telecoms crash, on AI demand outpacing supply for Ciena's optical networking chips, and more (Steven Rosenbush/Wall Street Journal)
Steven Rosenbush / Wall Street Journal : An interview with Ciena CEO Gary Smith, a veteran of the 2001 telecoms crash, on AI demand outpa...
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Robert Hackett / Fortune : Profile of Kathryn Haun, a former prosecutor who created US' first federal “digital currency task force” a...
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Amid government scrutiny over its various trade practices, the firm has been able to hold on to a set of consumers looking for cheaper goods...