THE DEFOOR REPORT AS OF NOVEMBER 2, 2026  ·  TODAY'S REPORT →  ·  ALL DAYS

AI can make tech CEOs’ lives easier. What about everyone else?Adobe is testing how well AI agents can use editing tools like a Photoshop professional wouldEmpathetic prompts can turn AI chatbots into seemingly traumatized conversational partners
OpenAI might rebrand its data centers as ‘AI compute campuses’
DEFOOR REPORT

AI · ROBOTS · MONEY · JOBS · FOOD · SECURITY  |  UPDATED NOV 2, 2026 2:12 AM ET

A DeFoor Innovations publication  ·  Advertise

SHOW ME THE MONEY!

BIGGEST AI RAISES THIS WEEK

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

TOP INVESTORS · 30 DAYS

  1. Y Combinator 4 deals · $154.9M in rounds
  2. EQT Ventures 2 deals · $137M in rounds
  3. Abstract Ventures 2 deals · $114M in rounds
  4. Forerunner 2 deals · $113M in rounds
All investments & investors →

CRYPTO

BITCOIN, ETHEREUM, STABLECOINS AND THE RULES

BTC $78,104 ▲0.3%ETH $2,285 ▲0.8%SOL $94.36 ▼1.2%XRP $1.25 ▼0.3%24 hr · CoinGecko

BTCPay Server warns of hot wallet thefts running on outdated softwareBitcoin claws back toward $79,000 as markets shake off crypto's biggest hackBTCPay, a bitcoin payment tool, tells users to switch off their servers after reports of drained walletsSpot bitcoin ETFs see largest daily outflows in four months following record Binance hackBank of Korea probes financial firms’ exposure to crypto risksMore crypto news →RLUSD supply fell 29% on XRPL. One XRP trading pool barely changedTHORChain halts swaps after block reorg bug, slowing Binance hackersCrypto scammers used SEC’s website to lure investors into alleged $130 million fraudThe crypto reader's guide to the 2026 midterm election: State of CryptoNorth Korean hackers launder $242 million of Binance loot via Tron as FBI presses THORChain: analyst

AI AGENTS

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

GROK BOT Elon Musk admits Grok Bot costs too much to run as users hit weekly capsGROK BOT Musk: Grok Bot's operating costs are unsustainably high relative to its revenueMUSE Meta’s Muse Could Upend All Kinds of Businesses. It Hasn’t YetDeepSeek team open-sources proactive coding agent research prototypeMeituan Releases LongCat-2.5, a 1.6T Native Multimodal Model Built for Long-Horizon Agentic Coding

WHO WILL FEED US?

AG TECH, FOOD AND THE MONEY BEHIND THEM

AI Cremer’s FermBase & Differential Bio Team Up to Develop AI-Led Fermentation SolutionsAI Inside food and beverage’s AI-powered futureAI Ecorobotix adds potato model and targets yellow nutsedge with AI spot sprayingFUNDING German Cell-Based Milk Startup Senara Expands to Netherlands with Govt FundingAI 3 ways Google DeepMind is using AI to reshape the food systemMore farm & food news →FUNDING IntegriCulture Bags $635,000 as Part of Series A Extension to Scale Cellular Agriculture in JapanAI Savor Partners with Helios AI to Help Decarbonise the Fat IndustryFUNDING AgriFood Signals: DoorDash to buy Instacart, Terradot lands $34m, Biosphere wins Pentagon contractAI AI-powered crop insurance could lower premiums on low-risk fieldsFrom cultivated beef to fermented soy: Bezos-backed protein innovators target cost and scale

ESSAYS & BLOGS

THE WEEK'S AI WRITING, ONE POST PER WRITER

NOTABLE ESSAYS

  1. Abundant IntelligenceSam Altman · Sep 2025IN TODAY'S NEWS: DATA CENTERS
  2. Situational AwarenessLeopold Aschenbrenner · Jun 2024
  3. AI as Normal TechnologyArvind Narayanan & Sayash Kapoor · Apr 2025
🔮 39 charts on Anthropic, one-person biotech firm & cheap solar #608Report from the VaticanMore essays and blogs →Was I wrong about open models & cyber risks?The Pulse: Anthropic kills the coding interviewSharp Tech on Video: Anthropic’s S-1 and What It Means for Meta and Muse, You Can See Everything, and Brewers!Anthropic’s financials are surprisingly strongAI #192: Anthropic Is Going PublicNew Study: Anthropic Just Gave You a Reason to Stop Working With AIThe AI election that wasn'tImport AI 478: Math for alignment; ProgramBench; and Mirendil shows what RSI means

AI IN HEALTH

MEDICINE, WELLNESS, HOSPITALS AND THE FDA

An AI Agent Injected Drugs Into a Live Mouse’s BrainSTAT+: FDA, CMS scramble to avoid regulatory logjam as more states look to test AI in clinical settingsPopular AI models get medication doses wrong, some dangerously: DoximitySTAT+: Why every health care AI company must face EpicZocdoc invites AI agents to book appointments on behalf of patientsMore AI in health →A 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 data

AI LABS

Image: AWS Machine Learning

Managing Amazon Bedrock costs end to end: A playbook for FinOps and platform teams Preview web apps live as your coding agent builds them with Amazon Bedrock AgentCore runtime nemotron-halloween How Worldwide Express automated freight exceptions with Amazon Bedrock Things That Go Beep in the Night: Agentic AI Joins the Search for Extraterrestrial Signals
Community safety report and new protections for teens Fair use benefits everyone An updated Model Spec for more capable and beneficial AI More AI labs news →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 How Ropes & Gray is developing AI for transactional diligence Credit Saison achieves 954% ROI in a ChatGPT Enterprise pilot Announcing Project ProtoStar: Making Publicly Funded Science AI-Ready
Welcome Le Chonk: Mistral Large 4 on Hugging Face 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

THE LLM WARS

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

CHINA SenseTime open-sources 9-billion-parameter AI model that reuses layers for deeper processingCHINA Apple confirms Qwen integration for China AI rollout, with beta testing starting November 4OPENAI OpenAI is steering ChatGPT users toward more paid usageOPENAI OpenAI's upcoming chat-and-work merger in ChatGPT signals the end of all-you-can-prompt pricingGROK Judge allows NAACP lawsuit over xAI data center pollution to move forwardMore LLM news →ANTHROPIC Anthropic takes steps to block Claude from reverse-engineering video gamesANTHROPIC Anthropic's watermark rollout leaves a loophole on two older Claude modelsANTHROPIC Anthropic expected to receive high ‘junk’ rating from credit agencies following IPO, FT report saysOPEN Mistral Says Its AI Model ‘Le Chonk’ Has Leapfrogged China in the Open-Weight RaceGOOGLE Gemini 4 Carbon is the new #1 on the Artificial Analysis Intelligence Index v5

WHO GOT HACKED

FBI links $6.3 billion Binance crypto heist to North Korean hackersAlpine Linux rebuilds GitLab after attempted RCE attackNorthstar Security Exits Stealth With $7M to Expose Toxic Risk CombinationsCVSS 10.0 LXD, MicroCloud Flaw Lets Attackers Impersonate Trusted Clients Without a Private KeyHackers Steal About $2.7 Million From Polymarket Traders via Hijacked DebugBear ScriptMore hacks & breaches →Syrian Hacker Gets Prison Time in US After Over a Decade on the RunFashion retailer Resolve says hackers stole payment card information

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

Ollie, a privacy-focused AI assistant, is shutting down

AI POLICY

LAWS, RULES AND GUIDANCE FROM GOVERNMENTS

Chinese AI models are politically complex, not just government mouthpieces, study findsFaster planning decisions as new rules and AI tackle delaysThousands of “ghost students” use AI to steal millions in student loans, DOJ saysTrump’s AI use to inform military operations questioned by House duo

INTERNATIONAL

CHINA China touts AI milestone: models generate more tokens than used in trainingCHINA Tencent Cloud Launches WAND-Vega as Its WAND Platform Generates 4.5 Million Images a DayKOREA About 80% of Korean judges encounter AI-generated fake legal precedents: surveyINDIA AI Agents Break Web Ad Model | Lightspeed’s Harsha, Hemant Mohapatra | Corner Office ConversationINDIA HSBC to open Hong Kong AI Institute following Singapore launchMore international news →KOREA Samsung SDS targets 120MW capacity at new Gumi AI data centerEUROPE Enterprise customers want to see AI’s ROI. Here’s how startups can show itEUROPE London is the 'best place in the world to launch an AI company'

DAVID AND GOLIATH

SMALL TEAMS TAKING ON THE GIANTS

MICROSOFT Claude Code VS Code extension with backdoor released on Cursor marketplaceADOBE AI-powered clones challenge Adobe and Microsoft, stoking 'SaaSpocalypse' fearsADOBE AI built a Photoshop clone in a day. I asked experts what happens nextOPENAI Hob - Open-source, on device alternative to Claude Cowork and ChatGPT

AI NEWS

Image: The Decoder

Google wants video AI to understand what people need as they work The Work Moves Outward Chatbots Are Leading Hikers Astray, With Dangerous Consequences Apple CEO says the company doesn’t ‘want to ship AI for AI’s sake’ 4 days left: How TechCrunch Founder Summit helps you make more useful connections to scale
OpenAI reportedly lowers funding target for new round I built an AI Tamagotchi before Meta could Spooky New Infostealer Malware Uses AI to ‘Autodox’ Victims More AI news →Nvidia weighs playing the cosigner for Nscale’s AI data center in West Virginia Apple Intelligence is finally coming to China with iOS 27.3
Supersonic airliner in doubt as company shifts to powering AI data centers How a Contractor’s Claude Agent Got Into the Pentagon Anthropic VS code extension on Cursor backdoored for nearly 12 hours Sam Altman says it’s better for RAM to be in a data center than on your desk The biggest names in AI are backing a new way to opt out of scraping
Basically no one is using AI agents for their DoorDash orders Google’s satellite AI server transmits its first response to Earth Fujifilm to boost tape production 5x as AI fuels archiving demand Starbucks wants to use AI to show you a ‘personalized digital menu’ at the drive-thru Trump declares robot imports a national security threat
We urgently need to monitor AI agents’ actions in real time Creating AI value with enterprise context Pairing industrial AI autonomy and human control

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AI AND JOBS

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

Lose your job to AI? Here’s what to do if a company wants you backLaid Off By Big Tech? 6 Tips To Snag A Higher-Paying AI JobCompanies are not saving money with AI, Gartner findsAI at work: Employees, employers may not be on the same page10 Jobs AI Agents Are Making Redundant In 2027

NOW HIRING

1,230 open AI roles · 373 new this week · most wanted: Solutions & customer · top pay $850K

AMAZON Applied Scientist, PXT Central Science Seattle, Washington, USAOPENAI Data Center Controls Engineer (BMS / EPMS) San FranciscoCAPITAL ONE Senior Manager, Data Science - Model Risk 4 LocationsMore AI and jobs news →COHERE Senior Security Engineer TorontoCITI AI Engineer – Global Rates, APAC Local Markets Sales & Trading Singapore SingaporeAll active AI listings →Hiring for AI? List your jobs →

AI & TECH IN EDUCATION

SCHOOLS, TEACHERS, STUDENTS AND CAMPUSES

What Do Cyber Insurance Carriers Require of K–12 Districts?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 SchoolsMore AI education news →Does an AI Pause Protect Students, or Leave Some Behind?Opinion: States Don’t Have to Solve the AI Education Equation Alone. Tennessee Shows HowWatch & Learn: New York Charter School Adopts Smart Building Technology

TOP TECH, AI & BUSINESS PODCASTS THIS WEEK

RISING FAST Lex Fridman Podcast up 1,395% on last week · now #2

  1. 1Prof G Pod: Republicans are Jumping Ship Days Before the Midterms1.4M views this week · 6 episodes ▲2
  2. 2Lex Fridman Podcast: AI Crisis in Math: Navier-Stokes, Riemann Hypothesis & Complexity Theory1.1M views this week · 1 episode NEW
  3. 3All-In: Anthropic S-1 Shocker, Greatest Business Ever? Google’s $500B Wipeout, Midterm Predictions692K views this week · 2 episodes ▼2
  4. 4Moonshots: AI’s Stock Market Fallout, Google’s Profit Problem, and Altman’s “Hold My Beer” Moment551K views this week · 2 episodes ▼2
  5. 5My First Million: Ex-Amazon VP reveals what it's really like working with Jeff Bezos186K views this week · 2 episodes 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 scale28 Zero-Day Findings in Less Than Two Days: What AI-Speed Discovery Means for RoboticsWhy physical AI is the next lucrative frontierSolving the Interconnect Challenge in Modern Robotics: How 3M Is Engineering for Motion, Density, and UptimeBetter Start Hitting the Gym Finally Because AI Robots Already AreCanadian Mayor Alarmed at Trump’s Naval Drones Surveilling the Great LakesMore robot news →After Uber Destroyed Taxi Cabs, Drivers Now Face the Existential Threat of Self-Driving Cars‘First’ insurance policy for domestic humanoid robots in the UKFoundry Robotics raises $100 million to build ‘America’s first autonomous factory for assembly’Bleu Robotics raises €5 million to scale humanoid robot deployment in factoriesPodcast: Rivian earnings, Waymo partners with Toyota, Ford bets on V2H for Fathom, and more

AI FOR ENTERTAINMENT

HOLLYWOOD, MUSIC, TV AND GAMES

From Universal Music’s $3.90bn quarter to Spotify’s AI remix gamble… it’s MBW’s Weekly Round-UpStudio Atelico launches Atelico AI Engine into Early AccessSuno fights to make Apple testify on whether Apple Music could survive without UMG and Sony, claiming the majors use their catalogs ‘as a cudgel’ to win anti-AI concessionsSuno’s new MCP tool lets users make songs inside ChatGPT, Claude, and Gemini – as its developer API gets a sign-in portal but remains in beta

AI AND RETAIL

ONLINE AND BRICK-AND-MORTAR

The Generative Gap Between Speculative Drafter and Continuous Diffusion Language ModelConsumers feeling duped by products marketed with AIMost consumers aren’t using AI for product discovery, yetGoogle, Glance partner to deliver AI-powered commerce to TVs

BUILDERS & RESEARCH

Li$^{2}$SAO: Lifting Light Singl-Rollout Asynchronous RL Optimization via Group-Relative Actor-Critic Bootstrapping Mage-VL-Cowork: A Full Training Recipe to Learn Hybrid Computer Use From Evolved Harnesses Qistas: A Pre-Registered, Portable Protocol for Fairness Evaluation of Large Language Models CoFiBreak: A Coarse-to-Fine Diversity Reward for Effective Multi-Turn Jailbreak If in doubt, delete the uv.lock file
Quoting Kyle Kingsbury How We Took Over ChatGPT Accounts datasette-llm 0.1a9 More builders & research →GPT-5.6 Sol can beat Factorio on peaceful mode dbreunig/nesformer
Backdoors in official Claude Code extensions API credits benefit for eligible ChatGPT subscriptions Claude Duet is the first personal-assistant-type harness that feels useful LLM Voice Claude Code regularly sends each background agent’s transcript to its model