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Startup Dream emerged from stealth with a $17 million seed round led by Andreessen Horowitz. It is building a world model for building design and engineering, trained on permit data covering more than 100 million square feet.
Read the full story: Dream, founded by ex-Palantir executives, raises $17 million for a world model that designs buildingsThrive Holdings, the holding company spun out of Thrive Capital, is buying security company ADT for $10 per share, about $7.6 billion in equity. Including debt, the deal's enterprise value is $15.3 billion, and the plan is to bring AI to the home security business.
Read the full story: OpenAI-backed Thrive Holdings acquires ADT in a $15.3 billion dealFrench quantum computing company Alice & Bob published a study estimating the resources to run Shor's algorithm on cat qubits: 22,593 physical qubits for RSA-2048, and 29,588 qubits and 61.8 minutes for 256-bit elliptic curves. It is a theoretical estimate, not a demonstrated attack.
Read the full story: Alice & Bob estimates 22,593 physical qubits could break RSA-2048 in 3.14 daysOn its third-quarter earnings call, Reddit said it will move to a primarily "logged-in experience" to protect its data from AI scraping and improve advertising. Revenue rose 53% to $895 million, but US daily users fell.
Read the full story: Reddit shifts to a logged-in experience as search traffic dries up in the AI eraOn the third-quarter earnings call, CEO Lip-Bu Tan confirmed that Nova Lake will be the first client product on the 18A-P process, with more details at CES in January. The CFO expects the PC market to shrink about 12% in 2026 and the client business to fall more than 20% next quarter.
Read the full story: Intel: Nova Lake will use the 18A-P process, and Panther Lake capacity will shift to server chipsChipmaker Iluvatar CoreX shows a GPU it says rivals the H200, Chinese chip stocks plunge despite record revenue, Tencent adds remote control to its WorkBuddy agent, and BYD more than doubles exports.
Read the full story: China review: Iluvatar CoreX says its Tiangai 300 chip matches Nvidia's H200On Amazon's earnings call on Thursday, CEO Andy Jassy said AWS has reached a $184 billion annualized revenue run rate and can grow more than 40% in both 2027 and 2028. Capital expenditure in 2026 is expected to reach about $220 billion and to grow further next year.
Read the full story: AWS grew 39% in the quarter, and Jassy says Amazon's capital spending will rise significantly in 2027An October 28 presidential proclamation adopts the findings of a Commerce Department Section 232 investigation: imports of robots, industrial machinery and their components threaten national security. The administration will negotiate with trading partners, and if no deal is reached within 180 days, tariffs, quotas and fees are possible.
Read the full story: Trump declares imports of robots and industrial machinery a US national security threat
