Thoma Bravo, after its $6.3 billion Varonis deal, plans another cybersecurity acquisition of about that size within the next year. The bet is that demand for AI security keeps climbing, per The Information. #ThomaBravo#Cybersecurity
Thoma Bravo plans to pursue another cybersecurity deal around the size of its $6.3 billion Varonis acquisition within the next year, betting on rising demand for AI security.
Read more: https://t.co/SUVw0VElG0
Per The Information, battery startups are landing drone and humanoid robot customers, but the big deals are going to conventional designs, not their next-gen ones.
Enovix's large drone deal came from going conventional.
#Enovix
Enovix and other battery startups are finding new customers in drones and humanoid robots, but the biggest deals are going to more conventional technologies rather than their ambitious next-generation designs.
Full story: https://t.co/JhAYyBhQe0
Moonshot apologized for rate limits and wasted quota on the K3.1 Pro plan, and says the fault was its own.
Every subscriber, on every plan, gets a one-time reset of 25% of monthly quota today. Usage bars update by end of day PST.
#Kimi
We're sorry for the rate limits and unnecessary quota consumption on the K3.1 Pro subscription plan. These were our issues, and we should have fixed them sooner.
Today, every subscriber on every plan gets a one-time usage reset, restoring 25% of their monthly quota (usage below 25% resets to zero), equal to one week of usage. Your usage bar will reflect this adjustment by end of day PST.
We've also adjusted the plan's parameters and are reducing unnecessary subagent calls and output length, so your quota goes further.
Thank you for your patience while we put this right.
Kimi K3.1 Pro is out: a 3-trillion-parameter model with a 1M-token context, and Moonshot calls it its most capable open-weight model yet.
Pro and a faster Highspeed version are live now. The full weights are due by Nov 4.
#Kimi#K31Pro
Per The Information, late fees on data center projects now run $5 million or more a day, and that is spawning new insurance against delivery delays.
Would you buy cover for a build that's late?
Datadog offered nearly $4B for cloud security startup Upwind, per The Information, which first reported it Oct 22. That's about 80 times Upwind's annual recurring revenue, a sign of how much buyers will pay for AI-era security tools.
#Datadog#Upwind
Datadog's nearly $4 billion offer for Upwind would value the cloud security startup at roughly 80 times annual recurring revenue, highlighting the intense demand for AI-related cybersecurity tools.
Read more: https://t.co/V08s0lhAgF
Ollama can talk now. v0.40.11 adds speech on macOS: `ollama run` reads a model's reply aloud as it's generated, and apps can stream audio via an OpenAI-compatible endpoint.
Also new: d3 decision models (2B to 27B) that classify, answer yes/no or score options.
#Ollama
AI rounds are now too big for plain venture funds, per The Information. Lightspeed, B Capital and others are setting up co-investment pools so backers can put more into AI startups, at lower fees. Warehouse loans are in the mix too.
#Lightspeed#VentureCapital
AI startups are raising billions faster than traditional venture funds can keep up.
Firms including Lightspeed and B Capital are turning to special co-investment pools that let their backers make bigger bets with lower fees.
Read more: https://t.co/imupHKyPE3
The iTunes Store is having a second life, per the FT. Taylor Swift, Ariana Grande and other big names are using it to sell collectibles to superfans and to lift their chart positions.
Did you think anyone still bought music there?
#iTunes#TaylorSwift
The touch MacBook Pro isn't the only thing on deck. Gurman says an M6 base 14-inch MacBook Pro, a new iMac and an OLED iPad mini are also coming, closing out Apple's 2026 roadmap.
Which one are you waiting for?
#Apple#iPadmini
Shigeru Miyamoto, named for Japan's Order of Culture, splits making from working.
Making is deciding what should exist. Working is polishing, and it feels so good you mistake it for making. As AI does more of the work, he says, we all face that question.
#Nintendo#Miyamoto
Shigeru Miyamoto (Nintendo) received Japan's prestigious Order of Culture and used the press conference to talk about generative AI, what 'creating' actually means when tools automate execution, and why Kyoto (not Silicon Valley) produced Nintendo's design philosophy.
https://t.co/OtveOcQUX0
The Order of Culture (文化勲章) is one of Japan's highest honors, previously given to film directors like Akira Kurosawa and writers like Yasunari Kawabata. Japan basically put games in the same category as film and literature.
He talks about generative AI in a way I have not seen from many working creators. He distinguishes between "creating" and "working." Creation is the hard part: composition, direction, deciding what should exist. Work is execution, and work is satisfying in a way that can fool you into thinking you have created something.
He says even before AI, tools have always automated technique, from typewriters to desktop publishing. What gets exposed when that happens is whether you had vision and intent, or whether you were just good at execution. AI is doing the same thing at a larger scale, and he finds this encouraging.
"The scary thing is becoming satisfied with the work and mistakenly thinking you created something."
People told him for decades that he should go outside of Japan and be in a "global hub". He stayed in Kyoto anyway. His work became more successful overseas than at home. The reason, he says, is that the person on the other side of the screen is human, regardless of geography. Deep local rootedness kept him anchored in concrete experience rather than trend-following.
One text file in a Downloads folder steered an AI coding agent.
Forever Security found a malicious AGENTS markdown file there telling an agent to install a rogue npm package, per BleepingComputer. They reproduced it on Codex.
Where do your agents run?
#Codex#ClaudeCode
Apple is going after the empty-box return, where someone takes the iPhone or parts out and returns a box that looks new.
Per Gurman, stores began getting a device this month that scans the phone through the sealed box and runs diagnostics.
Ever seen this scam?
#Apple#iPhone
GMO's https://t.co/5jcrsPLjpA says malicious programs were found on some Desktop Cloud servers on Oct 20. Up to 26,739 servers may be affected, all plans are shut down since Oct 21, and no restart date yet. If you saved logins there, change them. #GMOInternet#Security
Update from the same researcher: turning ACR off in a Samsung TV's settings shouldn't be assumed to stop ACR telemetry. They say some opt-out checks are implemented wrong or never run. A full report is coming, and they've asked reporters not to read more into it until then.
A researcher who took apart a Samsung TV's software says that if the TV has no mic, its voice client looks for one on a connected soundbar or Bluetooth device and sends audio to Bixby.
Unconfirmed: a follow-up test was inconclusive. Samsung hasn't commented.
#Samsung#Privacy
this is pretty evil and clever.
so if your samsung TV model doesnt have a microphone, it will look for connected devices with one, such as a soundbar or a connected bluetooth device.
this gets shipped off to bixby.
Grok Bot can now pick up the phone for you. Per Musk, it calls a person or business, makes the request on your behalf, takes notes on the answer and sends you a summary of the conversation.
Which call would you hand off first?
#GrokBot#xAI
Grok @Bot can now call someone or a business for you, make a request on your behalf, take notes on the response and send you a note summarizing the conversation!