THE DEFOOR REPORT AS OF OCTOBER 30, 2026  ·  TODAY'S REPORT →  ·  ALL DAYS

You don’t need to believe in a god to get a religious exemption from using AI at workAWS will be a $1T business, Jassy says. But first, it will spend big.As search traffic dries up, Reddit announces it’s shifting to a logged-in experience
US antitrust regulators are scrutinizing Nvidia's Hugging Face deal and sales practices
DEFOOR REPORT

AI · ROBOTS · MONEY · JOBS · FOOD · SECURITY  |  UPDATED OCT 30, 2026 12:11 AM ET

A DeFoor Innovations publication  ·  Advertise

SHOW ME THE MONEY!

BIGGEST AI RAISES THIS WEEK

  1. SpaceX $40B · Debt Financing
  2. Fractile £577M
  3. FuriosaAI $620M
  4. Bedrock Robotics $600M · Series C
  5. Upwind $400M · Series C
  6. Pathos AI $237M · Series E

TOP INVESTORS · 30 DAYS

  1. Abstract Ventures 4 deals · $224M in rounds
  2. Y Combinator 3 deals · $126M in rounds
  3. South Park Commons 3 deals · $72M in rounds
  4. EQT Ventures 2 deals · $137M in rounds
All investments & investors →

CRYPTO

BITCOIN, ETHEREUM, STABLECOINS AND THE RULES

BTC $77,892 ▼2.3%ETH $2,230 ▼3.2%SOL $96.80 ▼2.7%XRP $1.24 ▼3.3%24 hr · CoinGecko

$6 billion Binance hack sends bitcoin, ether tumbling; Standard Chartered expects more painInstitutional crypto investors rush to pull funds from exchanges after Binance hackHackers drain 9,400 SOL from bot wallets, and a copied key is blamedCrypto's longtime foe, North Korea's Lazarus Group, likely behind Binance hack: blockchain sleuthsBitcoin slides below $77,000, BNB drops amid Binance hackMore crypto news →Binance hack could accelerate shift to DEXs: Standard Chartered20 institutions join DTCC token service, but only 34 securities qualifySilicon Valley shifts AI funding to crypto using an Ethereum ICO blueprintBinance points to engineer’s hacked laptop in $6.3B breachBinance hack rattles markets as BNB falls 8%, Bitcoin nears $77K

AI AGENTS

DOTS · MUSE · GROK BOT · INSTINCT · GEMINI SPARK · OPENCLAW

DOTS OpenAI teases Dots for Europe, but its Berlin DevDay was really about building a platformMUSE Don’t use Muse? Meta’s AI agent can still access your private messages – here’s howINSTINCT Simon Taylor: Instinct lets AI agents manage stablecoin balances with Visa payment optionExperts adopt AI agent's random opinions and think they're their own, Anthropic study findsA Defense Contractor Gave Their Personal AI Agent Access to a Secure Pentagon SystemMore AI agent news →Wabi, the AI agent that builds mini apps, now valued at $1.25B after latest round

WHO WILL FEED US?

AG TECH, FOOD AND THE MONEY BEHIND THEM

AI Savor Partners with Helios AI to Help Decarbonise the Fat IndustryAI AI-powered crop insurance could lower premiums on low-risk fieldsAI From stones to crop defects: Dutch growers embrace AI-powered sortingAI Exclusive: 2nd Nature, Kalsec Team Up to Discover Waste-Derived Natural Ingredients with AIROBOTS Kingman Ag autonomous tractors (also) for GNSS-denied environmentsMore farm & food news →AI Surprising ways AI may improve your farmROBOTS Carbon Robotics cuts nearly 50 jobs despite strong LaserWeeder salesAI From climate finance to AI’s impact on smallholders, here’s what to expect at COP31From cultivated beef to fermented soy: Bezos-backed protein innovators target cost and scaleTurtleTree Partners with Nizo Food Research to Advance Women’s Health with Cow-Free Lactoferrin

ESSAYS & BLOGS

THE WEEK'S AI WRITING, ONE POST PER WRITER

NOTABLE ESSAYS

  1. AI 2027Kokotajlo, Alexander, et al. · Apr 2025IN TODAY'S NEWS: THE AI RACE
  2. Open Source AI Is the Path ForwardMark Zuckerberg · Jul 2024IN TODAY'S NEWS: OPEN MODELS
  3. Software 2.0Andrej Karpathy · Nov 2017IN TODAY'S NEWS: AI AND CODING
Anthropic’s financials are surprisingly strongAI #192: Anthropic Is Going PublicMore essays and blogs →New Study: Anthropic Just Gave You a Reason to Stop Working With AI🤖 Microsoft is making room for machinesAn Interview with Palantir CTO Shyam Sankar About the AI Religious WarArtificial Analysis v5 and the benchmarker's dilemmaThe AI election that wasn'tAI SRE: what is it, how could it change on-call – and does it work?What Anthropic left out of their draft S-1Import AI 478: Math for alignment; ProgramBench; and Mirendil shows what RSI means

AI IN HEALTH

MEDICINE, WELLNESS, HOSPITALS AND THE FDA

Popular AI models get medication doses wrong, some dangerously: DoximityOpinion: STAT+: Is AI more a partner, competitor, or crutch for biomedical scientists?STAT+: Why every health care AI company must face EpicZocdoc invites AI agents to book appointments on behalf of patientsEarly progress on accelerating drug development with ClaudeMore AI in health →The sleep framework: A new way for LLMs to retain knowledge in continual learningHow AI Is Changing the Pace of Discovery for Millions Living With DementiaA Market, Not a Mandate, Is the Fastest Way to Bring AI Into HospitalsOpinion: Could long-term AI use lead to isolation? We need to find out — but researchers need better access to dataSTAT+: AI drug firm Pathos raises $237 million, pushing valuation to $3 billion

AI LABS

Image: AWS Machine Learning

How the UK Amazon Quick User Group grew in 2026 Building intent-driven UI testing with Amazon Nova Act Build a repeatable PHP-to-Java migration engine with Kiro An updated Model Spec for more capable and beneficial AI Into the Omniverse: How Developers Turn Ideas Into Simulations With Frontier AI Agents
Granite Switch 4.1.1 — Update models like you update software Le Chonk: Built for Coders, Trusted by Defenders. How we detect frontier model misalignment More AI labs news →How Ropes & Gray is developing AI for transactional diligence Announcing Project ProtoStar: Making Publicly Funded Science AI-Ready
Welcome Le Chonk: Mistral Large 4 on Hugging Face Introducing AnySpeechRecognizer and AnyDecisionModel: Open Models for Speech and Decisions on Apple Platforms Gemini 4 Carbon: Our next frontier model Thin, Light and Built for Everything: NVIDIA RTX Spark Windows Laptops Gain New Models, Agent Tools and Games OpenAI and ServiceNow expand partnership across enterprise workflows
The future of the firm The sleep framework: A new way for LLMs to retain knowledge in continual learning Genie 4: A new generation of world simulation How AI Is Changing the Pace of Discovery for Millions Living With Dementia Retell uses OpenAI models to help power 100M monthly calls

THE LLM WARS

ANTHROPIC · OPENAI · GOOGLE · GROK · CHINA · OPEN MODELS

CHINA Tencent’s WorkBuddy adds remote control, letting users manage AI tasks from their phonesCHINA Tencent Hunyuan Publishes Hy-Nomas Technical Report and Releases Hy-Nomas-Bench for World ModelsCHINA Huawei Says It Will Not Make Drugs, Aims to Be the Computing Base for AI Drug DiscoveryOPENAI API credits benefit for eligible ChatGPT subscriptionsOPENAI OpenAI doubles usage limits on Pro plans as competition with Anthropic heats upMore LLM news →OPENAI OpenAI-backed Thrive Holdings acquires ADTGOOGLE You can generate and edit Google Docs files directly in Gemini chats nowANTHROPIC Claude Duet is the first personal-assistant-type harness that feels usefulOPEN Mistral releases weights for its trillion-parameter AI model, targeting cybersecurityOPEN Paris-based Mistral releases "Le Chonk," a strong coding model that still trails China overallANTHROPIC Anthropic is asking Wall Street to believe in AGIGOOGLE Gemini 4 Carbon is the new #1 on the Artificial Analysis Intelligence Index v5GOOGLE Google's AI search problem finally shows up in the earnings report, some investors believe

WHO GOT HACKED

Binance probes potential $5.8 billion crypto-theft hackJapan Airlines suffers third-party data breach exposing passenger infoExtent of Crime Stoppers data breach unknown: Sault Police chiefAnthropic-Themed Phishing Emails Bypass Top Security ToolsUNM Health addresses cyberattack in New Mexico after ransomware group claims responsibilityMore hacks & breaches →Limited reports of PHP bug exploitation emergeClaude Model Builds Exploits Across Major Browsers & OSes

NEW IN HAVE I BEEN PWNED

AfD: 345,439 accountsAssurance Retraite: 70,372 accountsGîtes de France: 117,574 accountsCrunchbase: 559,908 accounts

Breach data: Have I Been Pwned (CC BY 4.0)

FAILED & FOLDED

AI COMPANIES AND PRODUCTS THAT SHUT DOWN OR WENT BANKRUPT

We investigated Character.AI and found a horror show. Now it’s bankrupt.12 Million Monthly Users Couldn't Prevent Character.AI’s Bankruptcy

AI POLICY

LAWS, RULES AND GUIDANCE FROM GOVERNMENTS

Trump’s AI use to inform military operations questioned by House duoVirginia governor orders statewide plan to address AI cyberattacks

INTERNATIONAL

INDIA Tech firms take fresh hit as earnings misses fan AI fearsKOREA Seoul stocks open lower on Wall Street losses, AI concernsKOREA Sept. industrial output growth hits 15-yr high on chips; retail sales, investment also upUK More than half of Victorian lawyers use AI – but only a quarter have cut client fees as a resultCANADA Cohere deal won’t be last time feds take stake in Canadian tech companies, AI minister saysMore international news →CANADA PrairiesCan minister says new regional funding shows Canada’s commitment to AI

DAVID AND GOLIATH

SMALL TEAMS TAKING ON THE GIANTS

OPENAI Hob - Open-source, on device alternative to Claude Cowork and ChatGPT

AI NEWS

US antitrust regulators are scrutinizing Nvidia's Hugging Face deal and sales practices

Photo: Rivian (screenshot) / TechCrunch

Rivian expands joint venture with VW to include AI assistant The Work Moves Outward Meta quietly launches an AI fashion app called Style Sketch Granola crunches up a dictation feature to compete with Wispr Google admits AI search makes less money, but it's fixing that with more ads
The ‘Pain in the Ass’ Math That Could Save Vibe Coding From Itself The NYT Cooking app is testing AI recipe modifications More AI news →Mistral Says Its AI Model ‘Le Chonk’ Has Leapfrogged China in the Open-Weight Race Anthropic’s business plan: Build God or die trying We urgently need to monitor AI agents’ actions in real time
AI has come for Arizona’s water I Gave My Blood to the AI Death Clock Creating AI value with enterprise context I Put a Bunch of AI Agents in Charge of a Fantasy Soccer Team. They’re Not Better Than Humans—Yet Google AI gets cagey when asked who won the 2020 elections
Pairing industrial AI autonomy and human control "No human at the helm": Delaware plan would let AI agents run entire businesses Anthropic IPO warns its AI could blackmail people, become sentient, end humanity Vibe genes? Natural(ish) language comes to protein, genome design software Industrial Intelligence: The next growth opportunity for manufacturing

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AI AND JOBS

WHO'S HIRING, WHO'S CUTTING, AND THE WORK ITSELF

Companies are not saving money with AI, Gartner findsMicrosoft’s AI future has fewer jobsThe way AI is reshaping work and the workforceConnecticut leaders tout efforts to train workforce in AIWhat to consider if a company that made AI-related job cuts wants you backProton to Re-Interview Employees on AI Skills as Jobs Hang in BalanceRAISE US, new group to help steer AI-era workforce, wins new corporate fundingChegg Skills and PowerTrain Partner to Deliver AI and Workforce Training Programs Across Government and DefenseMore AI and jobs news →Before AI Reshapes Your Workforce, Understand How Work Truly Gets DoneAI at work: Employees, employers may not be on the same pageChevron's Eimear Bonner: 'We have to invest in our workforce to leverage AI'Netherlands Plans 25,000 Job Cuts as Government Turns to AIOpsio Launches Hiveforce, Merging Human Leadership and an AI WorkforceCEO of San Francisco AI company announces job cuts on LinkedInAI Layoffs Are Boomeranging—6 Moves If Your Old Boss CallsIs Microsoft restructuring its workforce for the AI era?

NOW HIRING

1,315 open AI roles · 335 new this week · most wanted: Solutions & customer · top pay $850K

NVIDIA Senior Machine Learning Engineer, Cosmos Engineering US, CA, Santa ClaraCURSOR Solutions Architect - Australia AustraliaSALESFORCE AI Research Scientist, Singapore Singapore - SingaporeOPENAI Research Program Manager, Safety Measurement San FranciscoCAPITAL ONE Machine Learning Engineer 4 2 LocationsAll active AI listings →Hiring for AI? List your jobs →

AI & TECH IN EDUCATION

SCHOOLS, TEACHERS, STUDENTS AND CAMPUSES

Opinion: It’s Time to Teach Students to Be Drivers of AI, Not PassengersFive Things You Should Know About New AI Tutor StudyHow K–12 Districts Can Achieve Advanced Cybersecurity MaturityWhat Playgrounds Can Teach Us About AI in SchoolsDoes an AI Pause Protect Students, or Leave Some Behind?More AI education news →Opinion: States Don’t Have to Solve the AI Education Equation Alone. Tennessee Shows HowWatch & Learn: New York Charter School Adopts Smart Building TechnologyAnthropic trained Claude on illegally obtained Stanford professors' booksThe data retention challenge for online exam platformsCybersecurity incidents hit over 50% of schools and districts in past year

TOP TECH, AI & BUSINESS PODCASTS THIS WEEK

RISING FAST Hard Fork up 341% on last week · now #5

  1. 1Prof G Pod: Heather Cox Richardson: The GOP No Longer Exists and It Looks Like the 1850s874K views this week · 6 episodes ▲1
  2. 2Lex Fridman Podcast: AI Crisis in Math: Navier-Stokes, Riemann Hypothesis & Complexity Theory865K views this week · 1 episode NEW
  3. 3All-In: WHOOP CEO, Will Ahmed: 50B Hours of Health Data, a 4 Million Member Data Moat, & the FDA Fight701K views this week · 2 episodes
  4. 4Moonshots: Anthropic’s $2T IPO, Elon Predicts Neocloud Death, and China’s Kimi Catches Up586K views this week · 2 episodes ▼3
  5. 5Hard Fork: A Spoiler-Filled Guide to 'You Can See Everything'396K views this week · 1 episode NEW
Complete list: all 19 shows by weekly rank →

THE ROBOTS ARE COMING!

ROBOT ROLL CALL: where each one stands →Ten humanoid robots side by side, drawn to scaleTesla made napping in a Robotaxi easier with its latest updateUS tests self-powered counter-drone system, can be set up quickly without relying on local powerWhite House makes Section 232 determination regarding foreign-made robots2026 Robotics Handbook looks at humanoids, AI, and design choicesTrump declares robot imports a national security threatMore robot news →Winners of The Humanoid Robotics Industry Awards 2026AGIBOT introduces Worken to measure robot productivity at AGIBOT Innovation Day 2026Interview with Faraday Future chairman: Moving from Chinese robot sourcing to US manufacturingNeura Robotics and TUM open €17 million RoboGym and unveil new humanoidMaxinsights raises $30 million to build training data platform for physical AI

AI FOR ENTERTAINMENT

HOLLYWOOD, MUSIC, TV AND GAMES

SAG-AFTRA, WGA & AFM Ask Judge To Reject Fair Use Exemption In OpenAI Copyright Battle & Warn Of “Harms Of Unlicensed Training” For AI ModelsAfter ‘AI bots’ swamp Raye’s London show sign-up, Sam Fender delays UK homecoming presale over ‘sophisticated bot attack’Event tech startup Easol secures $30M in new funding, launches AI agents for festival promotersEpic Games CEO calls Steam's AI disclosure policies "a political act"Shogun 2 – Complete Edition was "not a Creative Assembly developed game," says Total War VP after it was pulled amid generative AI concerns

AI AND RETAIL

ONLINE AND BRICK-AND-MORTAR

Most consumers aren’t using AI for product discovery, yetGap Inc. launches AI hiring tool in time for the holidaysOpenAI's Astra becomes the main target for Chinese AI labs after Anthropic tightens its defensesGoogle, Glance partner to deliver AI-powered commerce to TVsThe rise of the intelligent store: How edge AI is transforming physical retailMore AI retail news →Instacart to stop offering smart cartsRetailers are still figuring out how to tie AI goals to executive compensationEtsy updates AI policy, noting concerns about buyer trustAI try-on kiosks gain traction as retailers seek to reduce returns

BUILDERS & RESEARCH

Image: Simon Willison

Building a multiplayer game world with autonomous Fable-class models LLM Voice Quoting Ben Hylak Claude Code regularly sends each background agent’s transcript to its model Quoting Ted Sanders
Gemini 4 Carbon GitHub Octoverse 2026 The October inflection point for vibe game development More builders & research →Survival LLM: AI assistant and emergency library that runs on your own computer Anthropic trained Claude on illegally obtained Stanford professors' books