THE DEFOOR REPORT AS OF NOVEMBER 3, 2026  ·  TODAY'S REPORT →  ·  ALL DAYS

Please stop asking me when the AI bubble will popAnthropic is working on a system to prove AI models’ identityData centers are turning to old jet engines as the wait for power grows
Apple starts giving Siri AI access to third-party apps
DEFOOR REPORT

AI · ROBOTS · MONEY · JOBS · FOOD · SECURITY  |  UPDATED NOV 3, 2026 7:08 PM ET

A DeFoor Innovations publication  ·  Advertise

SHOW ME THE MONEY!

BIGGEST AI RAISES THIS WEEK

  1. Kling AI $3B
  2. Fractile £577M
  3. FuriosaAI $620M
  4. Upwind $400M · Series C
  5. Serval $150M · Series C
  6. Sebastian Thrun $130M

TOP INVESTORS · 30 DAYS

  1. Y Combinator 4 deals · $154.9M in rounds
  2. Seedcamp 4 deals · $19.7M in rounds
  3. Heartcore 3 deals · $24.4M in rounds
  4. EQT Ventures 2 deals · $137M in rounds
All investments & investors →

CRYPTO

BITCOIN, ETHEREUM, STABLECOINS AND THE RULES

BTC $77,404 ▲1.0%ETH $2,275 ▲1.3%SOL $92.80 ▲1.0%XRP $1.28 ▲2.2%24 hr · CoinGecko

Coinbase XRP looked cheap on Nov. 2 despite identical market valueWhat voters said about their views on cryptoUS midterms election 2026 live: What they mean for cryptoWhat happens if North Korea steals Wall Street's tokenized assets nextTether Holds 150,000 Bitcoin, CEO Says—About 50,000 More Than Its Reserve Report ShowsMore crypto news →Here’s what happened in crypto todayBinance relied on AI to fight fraud before hackers exploited internal tool in $6 billion theftCFTC gets into legal clash over stock perps after having cleared path for crypto versionSEC division views Canton Coin as digital commodity in no-action letterSpaceX blocks tokenized stock listing on OKXICE despite offshore trading boom

AI AGENTS

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

MUSE Meta’s Muse Could Upend All Kinds of Businesses. It Hasn’t YetAI agents take over at SETI's Allen Telescope Array, scanning for extraterrestrial intelligenceHow “reverse game theory” could keep AI agents in checkAlibaba Cloud Model Studio Launches Memory, a Long-Term Memory Service for Personal Agents

WHO WILL FEED US?

AG TECH, FOOD AND THE MONEY BEHIND THEM

ROBOTS Exedy Drones enters race to build American-made spray drones amid supply crunchROBOTS Field robot or autonomous tractor? Dutch grower puts both to the testAI Cremer’s FermBase & Differential Bio Team Up to Develop AI-Led Fermentation SolutionsIvy Farm Technologies Gets UK Approval to Sell Cultivated Wagyu Beef for PetsBeware ‘pilots to nowhere’: Aleph Eins Capital on avoiding corporate agtech trapsMore farm & food news →Cultivated meat: Is the safety evidence strong enough?‘Gobble-ish’: Juicy Marbles Takes on Your Thanksgiving Turkey with Plant-Based Granny’s RoastKorean Researchers Create Whole-Cut Hybrid Cultivated Meat with 80% Lower CostQorium Rebrands to Reyva As It Eyes 2027 Launch of Lab-Grown LeatherLivestock equipment focuses on data and efficiency

ESSAYS & BLOGS

THE WEEK'S AI WRITING, ONE POST PER WRITER

NOTABLE ESSAYS

  1. The Urgency of InterpretabilityDario Amodei · Apr 2025IN TODAY'S NEWS: AI SAFETY
  2. AI as Normal TechnologyArvind Narayanan & Sayash Kapoor · Apr 2025IN TODAY'S NEWS: THE AI BUBBLE
  3. Abundant IntelligenceSam Altman · Sep 2025IN TODAY'S NEWS: DATA CENTERS
The Dawn of a New AI Paradigm: Weight-Space ProgrammingOpenAI Updates Its Model SpecMore essays and blogs →Qwen 3.8 27B on my laptop can interpret model weights, too📈 Political ads turn against data centersImport AI 479: Spacewar; low-latency tasks versus LLMs; Genie 4Anthropic’s moat is ClaudeGoogle Earnings, Facebook Déjà Vu, The Agent PlayReport from the VaticanWas I wrong about open models & cyber risks?The Pulse: Anthropic kills the coding interview

AI IN HEALTH

MEDICINE, WELLNESS, HOSPITALS AND THE FDA

AI inference startup Fal doubles its valuation to $16B as demand surges7 Potential Problems with Medicare’s AI Prior Authorization ExperimentAI vendors, health systems join physicians in liability for clinical AI: AMAMental Health Care Was Never Built for Everyone — AI Won’t Fix ThatSTAT+: FDA, CMS scramble to avoid regulatory logjam as more states look to test AI in clinical settingsMore AI in health →Popular AI models get medication doses wrong, some dangerously: DoximitySTAT+: Why every health care AI company must face Epic

AI LABS

Image: Hugging Face

StateBench: Testing how language models track state changes over long documents Agentic cheminformatics with Google Antigravity Bring structured and unstructured data together with Amazon Quick ServiceNow on-behalf-of token exchange with Bedrock AgentCore Gateway How Gen Digital built Norton Revamp’s AI-curated News Engine with Amazon Bedrock AgentCore Web Search
Palette: teaching a small model to build decks in your design language AI Is Changing How Semiconductor Fabs Work — and Engineers Are Moving Faster Because of It Accelerating engineering for the physical world More AI labs news →How Cisco defends at machine speed with OpenAI Heimstaden is changing residential real estate management with AI
Cities Worldwide Build and Scale AI Services With NVIDIA Physical and Agentic AI OpenAI appoints Jill Hazelbaker as Chief Corporate Affairs Officer CWE-bench v2: More coverage, quality, and transparency Transformers Model Integration Contracts Preparing our next security sprint to harden OpenAI
Rewarding defenders with bigger bug bounties Things That Go Beep in the Night: Agentic AI Joins the Search for Extraterrestrial Signals Speeding up planning decisions with AI

THE LLM WARS

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

CHINA Kimi Launches Game Development Solution With K3.1 Agents Working Inside Unity, Unreal and BlenderCHINA Huawei Cloud to Retire openPangu-2.0 Models From MaaS, Recommends DeepSeek-V4.1-Flash and GLM-5.3OPENAI OpenAI says GPT-6 Astra designed a hardware device from scratch in under a weekOPENAI OpenAI says ChatGPT is catching up to Google in searchANTHROPIC Anthropic is still grappling with the economics of computeMore LLM news →CHINA Qwen 3.8 27B on my laptop can interpret model weights, tooOPENAI OpenAI hires ex-Army Secretary, gaining bipartisan reach just as midterms loomANTHROPIC Anthropic's Message Threads cut time to first token by 35 percent for long conversations

WHO GOT HACKED

AU: Criminal investigation after NSW Health hit by cyber breachHackers hijack cPGuard autoupdate to deploy backdoor, steal dataFresh European Fridge Attacks Put Cold-Chain Security in FocusWorkOS says attacker used ARTEX AI to breach internal sales appUkraine and Russia both report fake emergency alerts after cyberattacks target apps as limited ceasefire endsMore hacks & breaches →Several German lawmakers and foreign policy staff received Apple warnings on spywareChainstack Reports Production Systems Breach Exposing Customer Data and Password Hashes

NEW IN HAVE I BEEN PWNED

Harvard: 850,537 accountsAfD: 345,439 accountsAssurance Retraite: 70,372 accountsGîtes de France: 117,574 accounts

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

FAILED & FOLDED

AI COMPANIES AND PRODUCTS THAT SHUT DOWN OR WENT BANKRUPT

Goldman Sachs pulls AI coding tools from traders and bankers

AI POLICY

LAWS, RULES AND GUIDANCE FROM GOVERNMENTS

Claude’s new rules against game cloning won’t stop the AI copying boomFaster planning decisions as new rules and AI tackle delaysTrump’s AI use to inform military operations questioned by House duo

INTERNATIONAL

UK Graduates are managing AI - but are they learning much else?UK AI ‘godfather’ Geoffrey Hinton: it might turn out we were better off without AICHINA Six AgiBot G2 Humanoids Run a Shanghai Convenience Store for 24 Hours, Logging 1,730 TasksINDIA MeitY unveils indigenous AI Models EKA-1, Dhīr 2B and 5B under IndiaAI missionEUROPE UK likely to face AI-powered cyberattacks on critical infrastructure by 2028, cyber chief warnsMore international news →INDIA 97 pc Indian professionals want to learn AI; 65 pc concerned about lack of human judgment: ReportEUROPE InnoWeek 2026 showcases advances in robotics, aviation and clean energy

DAVID AND GOLIATH

SMALL TEAMS TAKING ON THE GIANTS

ADOBE Free Affinity app now takes on Photoshop, Illustrator and InDesign on the Apple iPad tooMICROSOFT Replace Microsoft 365 with a $27.97 lifetime Office license for WindowsADOBE AI-powered clones challenge Adobe and Microsoft, stoking 'SaaSpocalypse' fears

AI NEWS

Photo: Ballistic Ventures / TechCrunch

Ted Schlein’s Ballistic Ventures seeks $490M for new funds amid AI-driven cybersecurity boom The Work Moves Outward Hiding inside Palantir’s skyrocketing quarter is a foreboding signal Rapid LLM development is outrunning the research meant to explain it, study finds Apple’s latest watchOS beta includes its new always-on Audio Intelligence features
Indie games are missing launch dates because Steam is backed up Netflix will show you themed recommendations through a new ‘AI Discover’ tab Here’s Why You Shouldn’t Use AI to Vote More AI news →Nvidia pushes cloud customers to cut back on China business ‘Our Risk, Their Reward’: Zohran Mamdani on AI and Data Centers
Here’s who is falling in line for Trump’s “Super Intelligence” loyalty test Coming in 2027: Apple’s $1,000 home robot for FaceTime and switching on lights Raising the quality of insights in agentic analytics Stop counting tokens, start counting what ships When You Should—and Shouldn’t—Use AI to Search the Web
Chatbots Are Leading Hikers Astray, With Dangerous Consequences Spooky New Infostealer Malware Uses AI to ‘Autodox’ Victims Supersonic airliner in doubt as company shifts to powering AI data centers Anthropic VS code extension on Cursor backdoored for nearly 12 hours Basically no one is using AI agents for their DoorDash orders

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AI AND JOBS

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

Kentucky college grants religious accommodation excusing humanist from AI useLose your job to AI? Here’s what to do if a company wants you back

NOW HIRING

1,321 open AI roles · 411 new this week · most wanted: Solutions & customer · top pay $850K

TARGET Sr Data Scientist-Pricing & Clearance Bangalore,IndiaDATABRICKS Genie Sales Director (AI/BI) United StatesCITI Senior AI and Machine Learning Engineer - Assistant Vice President Chennai Tamil Nadu IndiaSOLINK Director, Solutions Engineering Ottawa OfficePNC Software Engineer Lead - Data and Automation Machine Learning Operations - (Python, PySpark, Pandas, Hadoop, SQL, MLOps, GenAI, Cloud (AWS, Azure), Helm) 3 LocationsAll active AI listings →Hiring for AI? List your jobs →

AI & TECH IN EDUCATION

SCHOOLS, TEACHERS, STUDENTS AND CAMPUSES

Tech companies enlist colleges to help them train data center workersGoogle will let schools disable its AI tools, but not without sacrificing SearchHow K–12 Districts Can Use Student Voices To Guide Ed Tech PurchasesWhy one-off AI training will not prepare teachers5 Challenges to Student Well-Being in the Digital AgeMore AI education news →AI and the New Pedagogy of the OppressedSurvey: Most Parents Want Students to Use AI in School — With Strong Safeguards4 Critical Security Considerations for AI in K–12 SchoolsChoosing digital curriculum that works for every learnerWant Students to Think With AI? Raise the Stakes.

TOP TECH, AI & BUSINESS PODCASTS THIS WEEK

RISING FAST The Cognitive Revolution up 356% on last week · now #12

  1. 1Prof G Pod: Therapy Culture Has Gone Too Far, Says a Stanford Psychiatrist837K views this week · 5 episodes ▲2
  2. 2All-In: Anthropic S-1 Shocker, Greatest Business Ever? Google’s $500B Wipeout, Midterm Predictions810K views this week · 2 episodes ▼1
  3. 3Moonshots: AI’s Stock Market Fallout, Google’s Profit Problem, and Altman’s “Hold My Beer” Moment642K views this week · 2 episodes ▼1
  4. 4My First Million: How to stop living like a robot that just saves money183K views this week · 2 episodes NEW
  5. 5a16z Podcast: Andrew Huberman on Focus, Energy, and Performing at Your Best168K views this week · 6 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 scaleHumanoid Robots in Warehouses vs AMRs: Which Automation Makes Sense in 2026?Boston Dynamics cuts Stretch robot cabling by 81%, speeds up repairs in Gen 2 upgradeUkraine’s drone strikes spur hasty Russian plans for underground data centersThis 70-gram robotic butterfly ditches propellers to fly with flapping wingsTesla Full Self-Driving gets hit with some adjustments in EuropeMore robot news →China’s robots scale Mount Taishan’s 3,100 steps faster than human climbersNew ISO interoperability standard covers collaboration among mobile robots from multiple vendorsMaximo milestone: friendly robot robot has completed 300,000 tasksChurchill Capital XI shareholders approve $2.5B Agility Robotics humanoid SPACOpinion: What happens when the robot is wrong?

AI FOR ENTERTAINMENT

HOLLYWOOD, MUSIC, TV AND GAMES

Suno Says Jason Isbell Lawsuit Over Artist ‘Identities’ Must Be Dismissed: ‘Nothing Unlawful About That’Netflix Launches AI Discovery Tool As “Test Kitchen” For Viewers Seeking Appetizing ContentNetflix’s new AI Discover tab helps you find something to watch based on your moodEven Netflix Is Turning to AI to Help Audiences Figure Out What to WatchNetflix Adds AI Recommendation Option to TV AppMore AI entertainment news →Netflix will show you themed recommendations through a new ‘AI Discover’ tabAlphabet shareholder sues Sundar Pichai and 12 others over training Google’s AI, including Lyria, on copyrighted works

AI AND RETAIL

ONLINE AND BRICK-AND-MORTAR

AI recommendations are leading to returnsHoliday shoppers only want a dash of AI for the gift huntWalmart commits $6 billion to Symbotic for its AI and robotics solutionsAI data issue driving product returnsThis year’s holiday dinner is a preview of how AI will change grocery shoppingMore AI retail news →Why grocery wholesalers are fixing item data before chasing ecommerce and AI

BUILDERS & RESEARCH

I discovered a sound that leaks your exact location (and it's everywhere) - YouTube From Fragmentation to Fusion: A Survey and Roadmap for Omnimodal Embeddings MEMENTO: Learning Context Management for Long Context Processing Agents Cross-Lingual Persona Effects in LLM Negotiation GAVAGAI: Referential Alignment for Infant-Scale Vision-Language Models via Balanced Optimal Transport
Queering the Audits: Community-Based Auditing of AI Harms to Queer Communities llm 0.37 The U.S. Census Bureau and “Super Intelligence” More builders & research →If in doubt, delete the uv.lock file Quoting Kyle Kingsbury