November 3, 2026 • 7 min read

Anthropic Opens Its Quarter, Apple Feels the Memory Squeeze

Inside Anthropic’s Updated Filing, Plus Apple’s Memory Problem

Tech 24 • November 3, 2026

Good morning. Here's what happened in tech over the last 24 hours.

The biggest stories, launches, and ideas from the past day — all in one place.

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Close-up of a computer monitor displaying a line graph, illustrating the financial figures in Anthropic's IPO filing

AI / MACHINE LEARNING • YESTERDAY

Anthropic's Updated IPO Filing Shows $17 Billion in Quarterly Revenue and a $567 Million Operating Loss

Anthropic filed an amended IPO document Monday with its third-quarter results. Revenue hit $17 billion, up from $11.6 billion in the second quarter. The company lost $567 million from operations after earning $974 million the quarter before, Fortune reports.

Short-term computing costs far more than Anthropic's multi-year deals, the filing says. Purchase commitments total about $895.4 billion. Liquidity stands at $146.6 billion, a figure that includes a credit line. The $23.3 billion net loss comes mostly from an accounting charge tied to its convertible notes.

The filing also says Anthropic may soon meet its own threshold for AI speeding up AI research. It hasn't ranked any current model past that line, TechCrunch reports. An IPO filing is also a sales document, so read the risk section before you buy in.

Sources: Fortune, TechCrunch, CNBC

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Close-up of a laptop memory module with gold contacts and black chips, tied to Apple's rising memory costs

CONSUMER TECH • YESTERDAY

Apple Says Memory Costs Keep Climbing, and Its Margin Forecast Falls

Apple told investors Monday that memory costs will keep rising. CEO John Ternus called memory pricing "unprecedented." Apple expects a gross margin of 45% to 46% for the December quarter, down from 47.9% in the September quarter.

iPad revenue fell 10% to $6.2 billion, below the $6.7 billion analysts expected. Apple blamed supply constraints. COO Sabih Khan didn't rule out future price increases.

If you're eyeing a Mac or iPad for the holidays, don't wait for a discount.

Sources: TechCrunch, Apple

A grey warehouse where a robot picks items, illustrating Tutor Intelligence's warehouse robots

ROBOTICS / HARDWARE • YESTERDAY

Tutor Intelligence Raises $75 Million to Teach Warehouse Robots on the Job

Tutor Intelligence raised a $75 million Series B led by Andreessen Horowitz. That brings its total funding to $117 million. It builds two robots: Cassie, a wheeled machine for heavy lifting, and Sonny, a semi-humanoid for finer handwork.

Remote human tutors guide the robots during live work. Each finished task becomes training data for the company's models. Its robots now work at almost four times as many sites as a year ago, and Tutor expects more than 1,000 robots under contract by the end of 2027.

Customers range from family-owned manufacturers to large logistics firms. If you run a warehouse, robots aren't just for the giants anymore.

Sources: Forbes, TNW

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PRODUCTS / LAUNCHES • YESTERDAY

Google Takes Dreambeans to India in 13 Languages

Google launched Dreambeans in India on Monday for Android and iOS. The experimental app draws on Gmail, Photos, Calendar, Search and YouTube to build illustrated stories about your life without a prompt. It supports 13 Indian languages plus English, one at a time.

Sensor Tower counts about 55,000 US downloads since June. October brought roughly 5,500, down 84% from September, TechCrunch reports.

You pick which Google services connect and can delete your data at any time. It works only with personal Gmail accounts. If you try it, check what it's allowed to see first.

Sources: TechCrunch, Sensor Tower

DEVELOPER TOOLS • YESTERDAY

Claude Code Now Steers Away From Cloning Specific Games

Anthropic employee Addy Osmani said Friday the company added two sentences to Claude Code's prompt on Opus 5.5. They steer it away from recreating someone else's specific game, citing Anthropic's policy on intellectual property. Tom's Hardware reported the change Monday.

Osmani said original games, genre games and games built from your own designs should keep working. Some users also report refusals on reverse-engineering tasks, but those reports are unconfirmed. One user said switching to Opus 4.8 let the work continue.

If you build games or reverse-engineer your own software with Claude Code, test your project this week.

Sources: Tom's Hardware

STARTUPS / BUSINESS • YESTERDAY

SUSE Cuts About 10% of Its Staff and Blames AI

SUSE will cut about 10% of its roughly 1,900 employees, The Register reports. CEO Dirk-Peter van Leeuwen wrote that "automation and AI are fundamentally shifting how software companies operate."

The memo went out Monday, and affected staff hear by Wednesday. SUSE didn't name the roles. A voluntary separation offer in September didn't draw enough takers. The private equity firm EQT owns SUSE.

If you work in software, watch how your own company talks about automation this quarter.

Sources: The Register

► WATCH THIS

Play: Bloomberg Television video on Marvell's $115 billion deal to buy Lumentum

► Play the video

ROBOTICS / HARDWARE • YESTERDAY

Marvell Agrees to Buy Lumentum in a $115 Billion All-Stock Deal

Marvell agreed Monday to buy Lumentum, which makes lasers and optical parts for AI data centers. The deal carries an implied enterprise value of $115 billion. Each Lumentum share converts to 4.5 Marvell shares, about $1,132, a 23.9% premium to its October 28 close.

Lumentum holders will own about 33% of the combined company. Marvell expects more than $1 billion in yearly cost savings, and the deal should close in the first half of 2028. Nothing changes for buyers this week, but if you own either stock, expect swings. Bloomberg Television's video breaks down the deal.

► Watch the video

Sources: Marvell, Bloomberg Television, Reuters

Quick Hits

Oracle filed Monday to sell $10 billion in new stock and $10 billion in bonds, CNBC reports. Shares closed down 8.7%. If you hold Oracle through an index fund, you feel that dilution too.

Mercado Bitcoin suspended deposits and withdrawals after more than $46 million left its wallets, per Cointelegraph. The Brazilian exchange hasn't confirmed a loss figure. Check where your coins sit.

Russia ordered private data centers to reserve 10% of their capacity for state IT infrastructure, Reuters reports. If your workloads run on Russian hosting, expect the state to get priority.

STAT OF THE DAY

Apple's inventory at quarter end

$14.54B

up 154% in a year

per TechCrunch

Thanks for reading. See you tomorrow.

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Anthropic Opens Its Quarter, Apple Feels the Memory Squeeze

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