THE DEFOOR REPORT AS OF NOVEMBER 4, 2026  ·  TODAY'S REPORT →  ·  ALL DAYS

The Results Are In: Voters Hate Data CentersI tried Apple’s Siri Recaps. They’re surprisingly useful — and a little unsettlingNew open-source benchmark reveals reasoning as the biggest bottleneck for AI in cloud operations
GPT-6 Astra sees the matrix and reprograms other AI models directly through their weights
DEFOOR REPORT

AI · ROBOTS · MONEY · JOBS · FOOD · SECURITY  |  UPDATED NOV 4, 2026 12:13 PM ET

A DeFoor Innovations publication  ·  Advertise

SHOW ME THE MONEY!

BIGGEST AI RAISES THIS WEEK

  1. Kling AI $3B
  2. Fal $1.3B · Series FGlade Brook, Coatue
  3. Fractile £577M
  4. FuriosaAI $620M
  5. Upwind $400M · Series C
  6. Applied Compute $350MNvidia Corp

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 $80,391 ▲3.5%ETH $2,425 ▲5.6%SOL $96.08 ▲2.8%XRP $1.31 ▲2.2%24 hr · CoinGecko

Coinbase says 99% of customer assets sit in cold storage after Binance’s $6.3 billion breachBitcoin miners’ daily revenue per unit of computing power falls 8.7%Bitcoin Rebounds After Democratic Midterm Sweep, But Crypto Faces Tougher Fight in WashingtonWall Street’s Plumbing Goes Onchain as Morgan Stanley Tokenizes SecuritiesSchroders launches tokenized emerging markets debt fund on Solana with CentrifugeMore crypto news →U.S. Democratic sweep could be the final nail in the ‘Clarity Act’s coffin’Evernorth’s XRP funding plan could raise $18 million less at lower share priceBitcoin hits $80.5K as US stocks rally on midterm election resultsCrypto Long & Short: ICE is betting on retail’s appetite for quick outcomesThe election changes Washington. The work on crypto continues

AI AGENTS

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

GROK BOT Grok Bot Tests Image Markup Feature to Circle Objects, Add Notes and Guide AI Photo EditsMUSE ReFiBuy Launches Meta Muse Support as Shopping Becomes the Agent's Top UseMUSE Former Meta Exec Shreds the Company’s Muse AI Agent as “Insane” Privacy RiskDOTS ChatGPT Dots are getting smarter, and you won't have to lift a fingerINSTINCT Instinct fixes WhatsApp disruption: What happened, what does its personal AI agent do?More AI agent news →MUSE How to use Meta Muse: A complete beginner’s guideDOTS OpenAI’s dots agents strain compute as Musk calls Grok Bot costs unsustainableGROK BOT Grok Bot has become what all Personal Agents imagine themselves to beGROK BOT What Using Grok Bot For Two Weeks Taught Me About AI, Job Automation And Interest RatesINSTINCT WhatsApp User Claims Account Was Banned After Instinct AI Agent Sign-Up, What We Know

WHO WILL FEED US?

AG TECH, FOOD AND THE MONEY BEHIND THEM

AI AI in greenhouse horticulture: making smart use of dataROBOTS Earth Rover sells first 10 light-weeding robotsROBOTS 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 SolutionsMore farm & food news →Ivy Farm Technologies Gets UK Approval to Sell Cultivated Wagyu Beef for PetsBeware ‘pilots to nowhere’: Aleph Eins Capital on avoiding corporate agtech traps‘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 Leather

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. AI as Normal TechnologyArvind Narayanan & Sayash Kapoor · Apr 2025IN TODAY'S NEWS: THE AI BUBBLE
  3. Open Source AI Is the Path ForwardMark Zuckerberg · Jul 2024IN TODAY'S NEWS: OPEN MODELS
How well can we measure open model inference share?AI on the BallotMore essays and blogs →The Dawn of a New AI Paradigm: Weight-Space ProgrammingOpenAI Updates Its Model SpecQwen 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 ClaudeReport from the VaticanThe Pulse: Anthropic kills the coding interview

AI IN HEALTH

MEDICINE, WELLNESS, HOSPITALS AND THE FDA

Patients want a human in the loop for AI healthcare toolsSTAT+: The biotech startups skipping AI for drug discoveryAI inference startup Fal doubles its valuation to $16B as demand surgesHow should the FDA regulate generative AI in medtech? Here are 5 takes7 Potential Problems with Medicare’s AI Prior Authorization ExperimentMore AI in health →AI 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 settings

AI LABS

Image: AWS Machine Learning

Smart Approvals in Amazon Quick: Human oversight where it matters Four layers of context engineering for production AI agents: How Deep Insight applies them in working code How Indegene is modernizing and scaling enterprise data quality in life sciences Daybreak Red is now available in AWS GovCloud (US-East) StateBench: Testing how language models track state changes over long documents
Agentic cheminformatics with Google Antigravity 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 More AI labs news →Accelerating engineering for the physical world 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

THE LLM WARS

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

ANTHROPIC Anthropic's new prototype proves which model wrote an AI response without exposing its weightsOPENAI Sam Altman addresses RAM comments: people should ‘put as much as they want in their computers’OPENAI OpenAI to acquire Pierre Computer Company, Inc.GOOGLE Tell HN: Gemini trains on chat history, even for subscribers (personal accounts)GOOGLE Schools that turn off Google's AI will lose search too starting in 2027More LLM news →CHINA Tencent’s Hy4 Adds Vision and Computer Use, Joining the Top Tier of Open-Weight ModelsCHINA ByteDance reportedly tightens access to Claude and Codex, even for employees paying out of pocketCHINA Tencent reportedly preparing consumer AI search engineANTHROPIC Anthropic is working on a system to prove AI models’ identityANTHROPIC Anthropic is still grappling with the economics of computeGROK Trump Asked Grok AI About Invading Venezuela. Democrats Want His Chat HistoryGROK Elon Musk admits Grok Bot costs too much to run as users hit weekly caps

WHO GOT HACKED

NIKKE PC game launcher hacked to spread remote access, data-stealing malwareUkrainian news outlet Kyiv Independent hit by suspected Russian cyberattackmSecure password manager hack prompts password reset warningsAPT29-Linked Hackers Hijack Web Analytics Script to Deliver iOS and Android ExploitsCyberattack wipes cloud data at major Russian hosting provider BegetMore hacks & breaches →AI-Linked Breaches Mount as WorkOS, Northflank, Trigger.dev Disclose HacksCanadian Extradited to US Over Cryptomining Hacks on University Supercomputers

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

Huawei Cloud to Retire openPangu-2.0 Models From MaaS, Recommends DeepSeek-V4.1-Flash and GLM-5.3Ollie, a privacy-focused AI assistant, is shutting down

AI POLICY

LAWS, RULES AND GUIDANCE FROM GOVERNMENTS

Stronger laws for police using facial recognition technologyClaude’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 Jeanette Winterson’s point about AI brings to mind an Isaac Asimov story | LettersINDIA Central cyber security agency warns banks, fintech firms of frauds through AI agentsCHINA How Democratic sweep could slow AI growth in US – and help China’s ambitionsEUROPE 'Sovereign AI agents' could evade every kill switch and threaten national security, report warnsUK Albanese government warned it’s ‘sleepwalking into another robodebt scenario’ over use of algorithms and AIMore international news →CHINA DeepSeek engineer defends push for open-source AGI despite higher risksINDIA AI moves beyond recommendations to reshape entire shopping experience on e-commerce apps: ReportEUROPE Tech companies tell job applicants: Be AI-pilled (but not too AI-pilled!)

DAVID AND GOLIATH

SMALL TEAMS TAKING ON THE GIANTS

ADOBE AI built a Photoshop clone in 24 hours. Is this piracy, plagiarism, or progress?ATLASSIAN I replaced Notion, Miro, and Trello with one open-source app that surprised meTHE BIG APPS I ditched Figma for a free open-source clone, and it covers everything I actually use it forMICROSOFT Replace Microsoft 365 with a $27.97 lifetime Office license for WindowsTHE BIG APPS Arista Networks vs. Figma: Which Technology Stock Is a Better Buy in 2026?More David and Goliath stories →ADOBE AI-powered clones challenge Adobe and Microsoft, stoking 'SaaSpocalypse' fears

AI NEWS

Image: The Verge

Data centers lost the midterms The Work Moves Outward Uber only fulfilled 4 rides from AI agents last quarter UK Officials Said AI Would Add £400 Billion to the Economy. That Figure Mainly Came From Google TechCrunch Founder Summit 2026: Doors open at 9 a.m. ET in Boston
Securing the agentic enterprise with data lineage Google hasn’t figured out how to make AI pay like its search engine Exit polls show AI ranked last among voter priorities in the 2026 U.S. midterms More AI news →Please stop asking me when the AI bubble will pop Data centers are turning to old jet engines as the wait for power grows
Ted Schlein’s Ballistic Ventures seeks $490M for new funds amid AI-driven cybersecurity boom Hiding inside Palantir’s skyrocketing quarter is a foreboding signal Ukraine’s drone strikes spur hasty Russian plans for underground data centers OpenAI says GPT-6 Astra designed a hardware device from scratch in under a week Here’s Why You Shouldn’t Use AI to Vote
‘Our Risk, Their Reward’: Zohran Mamdani on AI and Data Centers How “reverse game theory” could keep AI agents in check 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
When You Should—and Shouldn’t—Use AI to Search the Web 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

SUBSCRIBE: the weekly email, or add the Report to your AI →

REPORT THE NEWS: send us a tip →

AI AND JOBS

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

Am I going to be fired by AI? How corporate America is being seduced by AI and algorithms in the ‘forever layoffs’ eraWant Employees To Adopt AI? Give Them Time To LearnAI won’t end developer jobsNatWest posts $2.95 billion in quarterly profit as 1,000 jobs are cut and AI reshapes rolesNew Research: 92% of HR Professionals Believe Employees Can Be Reskilled for AI Jobs, Yet External Hiring Outpaces RedeploymentAugmodo Appoints Capri Brixey as Head of Retail Sales To Scale AI Shelf Intelligence Across the Physical WorkforceCanva exit package praised as tech company announces layoffsBillionaire Couple-Led Canva Plans Job Cuts As Part Of Business Overhaul Amid SlowdownMore AI and jobs news →Binance says hackers used fake job interviews and an internal AI tool to pull off the $6.3 billion heistSUSE lays off 1 in 10 workers – citing AI and automationAI-related layoffs carry a hidden cost for workersInvestors Split on Earnings Season Job Cuts Tied to AI and CostsKentucky college grants religious accommodation excusing humanist from AI useAI hasn't spurred widespread layoffs yet. Why not?AI is changing the workforce faster than jobs can keep upThe Real Test Of AI Readiness Is Workforce Confidence

NOW HIRING

1,352 open AI roles · 386 new this week · most wanted: Solutions & customer · top pay $850K

WELLS FARGO Lead Quantitative Analytics Specialist - Gen AI, Machine Learning Model Building, Python Bengaluru, IndiaDATABRICKS AI Forward Deployed Engineer London, United KingdomAMAZON Applied Scientist II, Prime Video Personalization and Discovery Science, Prime Video - Personalization and Discovery Science Seattle, Washington, USAPERPLEXITY Member of Technical Staff (GTM Engineer, Growth) San FranciscoCAPITAL ONE Manager, Senior Technical Recruiter - AI / ML & Data Science (IC) 2 LocationsAll active AI listings →Hiring for AI? List your jobs →

AI & TECH IN EDUCATION

SCHOOLS, TEACHERS, STUDENTS AND CAMPUSES

Google faces backlash for plan that would turn off Search for schools that restrict AIRevisiting Summit Learning and the Lessons of an Early Ed Tech ExperimentEdtech stakeholders urge support for E-RateThe Value of the Fine Arts in the Age of AIFinding Our Way Forward: The Struggle and Promise of AI LiteracyMore AI education news →Tech companies enlist colleges to help them train data center workersHow K–12 Districts Can Use Student Voices To Guide Ed Tech PurchasesWhy one-off AI training will not prepare teachersSurvey: Most Parents Want Students to Use AI in School — With Strong Safeguards

TOP TECH, AI & BUSINESS PODCASTS THIS WEEK

  1. 1All-In: 2026 Election Night Livestream with the Besties!1.1M views this week · 3 episodes ▲2
  2. 2Prof G Pod: Trump’s Tariffs Backfired Again. This Time in Brazil.924K views this week · 6 episodes
  3. 3Moonshots: AI’s Stock Market Fallout, Google’s Profit Problem, and Altman’s “Hold My Beer” Moment662K views this week · 2 episodes ▲1
  4. 4a16z Podcast: The New AI Agents That Shop, Plan, and Gossip109K views this week · 6 episodes NEW
  5. 5TBPN: Apple & Palantir Earnings, Elon Caps Grok Bot Usage, SpaceX’s Starfall103K views this week · 10 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 scaleDrone that can travel faster than speed of sound to get major power boost with turbojet enginesXiaomi’s humanoid robots work a full 8-hour shift in its EV factoryRobotics Startup Radar 2026How GlobalLogic helped Haystack Robotics build a UV disinfection robotBAE Systems’ 40mm containerized naval gun can destroy drones attacking merchant shipsMore robot news →Robots in society, business and culture: October 2026STMicroelectronics Unveils STM32G5 Microcontrollers for AI Datacenters and Humanoid RoboticsFrom human experience to robot action: LiberAI launches Liber-0 world-action modelHumanoid Robots in Warehouses vs AMRs: Which Automation Makes Sense in 2026?Ukraine’s drone strikes spur hasty Russian plans for underground data centers

AI FOR ENTERTAINMENT

HOLLYWOOD, MUSIC, TV AND GAMES

‘Chucky’ Creator Calls Out Nicki Minaj’s AI ‘Vote Red’ Post‘Vibe Directing,’ Hybrid Filmmaking and Robots: Disney’s Startup Program Goes All-In on AIThe biggest modding site in PC gaming is taking a stance on AI

AI AND RETAIL

ONLINE AND BRICK-AND-MORTAR

Kroger taps RFID, computer vision data to boost inventory managementVenHub deploying autonomous store at Las Vegas apartment complexAI isn’t the only recommendation aspect in holiday shoppingHow Stitch Fix is using AI and customer feedback to build its private brandsAI recommendations are leading to returnsMore AI retail news →Holiday 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 returns

BUILDERS & RESEARCH

Rethinking Next-Visit Diagnosis Prediction Beyond Aggregate Metrics: Retrieval--Memory Multi-Agent Adjudication A Conditional Mutual Information Analysis of Response Variety in Language Models Why Pay for Long Reasoning When Rewrite Do Trick? Causal Effects of Reasoning History Compaction on Future Generation and Agent Cost EvoGroup: A Self-Evolving Harness for Group Agents in Shared Contexts Balancing Chain-of-Thought and Answer Supervision for Small Language Models on Medical Question Answering
Show HN: Uncracked City, detective game where you question LLM suspects that lie Qwen 3.8 27B on my laptop can interpret model weights, too I discovered a sound that leaks your exact location (and it's everywhere) - YouTube More builders & research →llm 0.37 Claude Opus 5.5 Can Draw Permit-Level Architectural Drawings
The U.S. Census Bureau and “Super Intelligence” If in doubt, delete the uv.lock file Quoting Kyle Kingsbury Anthropic takes steps to block Claude from reverse-engineering video games GPT-5.6 Sol can beat Factorio on peaceful mode