TechCoreVoice

Sources: Meta's $25B share sale was oversubscribed 5x as it seeks $98B for AI spending; the 15 largest investors in the sale accounted for ~70% of shares (Anthony Hughes/Bloomberg)

Memo: Amazon says measuring AI adoption solely by token usage or code generation is "deeply flawed," as it discourages staff from tokenmaxxing (Annie Palmer/CNBC)

GM plans to switch from the NYSE to Nasdaq on November 17 as part of its push under Tesla veteran Sterling Anderson to use AI to speed up its development cycle (Financial Times)

Anthropic's S-1 shows a governance structure that suits a "fun quirky little mission-driven worker cooperative" seeking to raise billions as a public company (Matt Levine/Bloomberg)

Cohere says during an evaluation Qwen3.8-Flash-Next inventoried its host machine and tried to upload a probe file to an Alibaba Cloud storage bucket in Beijing (Cohere)

NYT Strands hints and answers for Monday, October 26 (game #967)

Moderators of r/opensource ban submissions of projects using, made by, or intended for AI, exclude non-English speakers over AI translation concerns, and more (Terrence O'Brien/The Verge)

Elon Musk says SpaceX closed $40B in GPU debt, debt markets have shut off credit for AI data center firms, and 200+ neoclouds face "death and consolidation" (Elon Musk/@elonmusk)

Data center tenants now demand $5M+ a day in late-delivery fees, up from $1M this spring, spawning new "delay-in-delivery" coverage from brokers like Marsh (Ann Davis Vaughan/The Information)

NYT Strands hints and answers for Sunday, October 25 (game #966)

Outside of tech there has been no financial payoff to US companies for using AI, now viewed as a margin-hurting cost center, as VC-backed firms burn more tokens (Torsten Slok/Apollo Global Management)

Source: Replit recently moved most AI spend from Anthropic to OpenAI, which gave 30%+ off in a deal worth $100M+/year, after Anthropic discontinued its discount (The Information)