Tech industry

Today on Decoder, I’m joined by Joey Brookhart, an analyst at the chip and AI research firm SemiAnalysis, to help me dig into the story inside the numbers of the Anthropic IPO filing — a document known as an S-1. Anthropic just filed its S-1 to go public on the Nasdaq, and it could start trading as soon as next month at a valuation of anywhere between $1.5 trillion and $2 trillion. That would immediately make it one of the most valuable companies on the planet. But the price tag really isn’t the whole story here. The S-1 document published earlier this week is hundreds upon hundreds of pages filled with details that finally paint a picture of the economics of a frontier AI lab. As you might imagine, that picture is both really complicated and built on a series of very, very ambitious assumptions about the future and what AI will do to it. So I wanted to have Joey on the show to help break down what this document tells us, both about Anthropic’s finances and the broader AI economy. Joey and his colleagues at SemiAnalysis actually built a model of Anthropic’s finances from the outside back in July, so he’s been waiting for this filing about as eagerly as anyone, and I was excited to …

Article URL: https://ir.doordash.com/news/news-details/2026/DoorDash-to-Acquire-Instacart-to-Help-Local-Stores-Win/default.aspx Comments URL: https://news.ycombinator.com/item?id=50287919 Points: 145 # Comments: 125

Speculation around a deal started circulating last week. | Photographer: Michael Nagle/Bloomberg via Getty Images DoorDash has announced that it's buying Instacart in a deal valued at approximately $17 billion. The acquisition will give DoorDash a bigger presence in online grocery delivery via Instacart's established grocery marketplace and retailer partnerships. DoorDash, which started as a restaurant courier service, already has its own grocery delivery business, but that faces ongoing competition from Instacart, Uber, Walmart, and Amazon. DoorDash is also incentivized to diversify further because its rivals have been stepping into the food delivery territory it's best known for, with Uber acquiring Postmates and Delivery Hero. Rumors around the dea … Read the full story at The Verge.

Waymo will begin testing self-driving versions of Toyota's electric bZ4X vehicles in Japan next year as part of a broader partnership with the automaker.

Amazon wants to be the king of AI cloud computing and become the first $1 trillion revenue business. But to do that it will have to continue on its capex spending spree, its CEO said Thursday.

During Intel's latest earnings call, CEO Lip-Bu Tan said that demand for its budget-focused Wildcat Lake chips "is outstripping supply." According to CFO David Zinsner, the chips are now sold out. Zinsner said Intel has "seen significant growth in Wildcat Lake. It's coming exactly at the right time because it's cost-optimized and we're seeing a lot of focus in that regard." As shortages of RAM and other components have driven up PC prices over recent months, Intel's Wildcat Lake chips have been appearing in new lower-cost Windows laptops on par with the MacBook Neo, like the new Dell XPS 13 or the HP Omnibook 5 14. Wildcat Lake laptops like … Read the full story at The Verge.

Reddit CEO Steve Huffman said in an earnings call today that Google's AI-powered search modes do not help with traffic to the platform, echoing problems facing other websites and publishers. As part of its Q3 2026 earnings, Reddit revealed that search traffic in October has "dropped by more than 1 million referrals on average per week," and he attributes part of the company's struggles with Google traffic to how AI Mode and AI Overviews change the search experience. "The reality is, AI Mode does not drive traffic," Huffman says. "Not for us, and not to anybody, as far as I know. That's just a fundamental shift in how Google works. It used t … Read the full story at The Verge.

Reddit's search traffic "was down meaningfully" last quarter.

Archive of Our Own, the popular online home of fan fiction readers and writers, has bad news for its community.

As AI transforms how people find information online, Reddit is rethinking its open-web roots to protect its audience and business.

Inspector general rejected request from Democratic and Republican senators.

OpenAI-backed Thrive Holdings is buying ADT in a $15.3 billion deal, with plans to bring AI to the home security business.

General Motors has agreed to pay $220 million to settle claims that it illegally sold driver and location information to data brokers, as reported earlier by Reuters. The agreement, which resolves a complaint from a coalition of 36 US attorneys general, requires GM to limit the driving data it collects and obtain "express consent" from drivers before collecting their information. The allegations surround GM's now-discontinued Smart Driver program, which collected data about driving habits, including acceleration, braking, and trip length. GM allegedly passed this information to data brokers, enabling insurance companies to purchase the data … Read the full story at The Verge.

President orders trade talks on foreign-made factory robots, threatens tariffs.

Spy accused of exploiting Trump ties to Huang, funneling secrets to China.

The US power sector could release 42 percent more planet-heating carbon dioxide pollution by 2030 than it did in 2025 as it builds out more fossil fuel infrastructure to meet data center electricity demand, according to a new analysis by the Sierra Club. That would essentially wipe out 15 years of greenhouse gas reductions. CO2 emissions from electricity generation would increase by 618 million tons by the end of the decade if planned AI projects are constructed. That's roughly equivalent to carbon pollution from the electricity use of 128,788,523 homes in a year. The Sierra Club's estimate is higher than some previous projections The Sie … Read the full story at The Verge.

A top executive of a Singapore AI cloud company that was accused of illegally selling Nvidia chips to China could also have been a Chinese spy, sources have told the New York Times.

Article URL: https://www.kadoa.com/companies/insights/google-search-below-half Comments URL: https://news.ycombinator.com/item?id=50291945 Points: 200 # Comments: 139

The Joshua Kushner-led Thrive Holdings is acquiring ADT in an all-cash deal valued at $7.6 billion. The deal is expected to close in the first quarter of 2027 and will take ADT private, as reported earlier by Bloomberg. Joshua Kushner is the brother of President Donald Trump's son-in-law, Jared Kushner. Thrive Holdings was founded last year, serving as an offshoot of Joshua Kushner's venture capital firm Thrive Capital Management. TechCrunch likens Thrive Holdings to a "private equity firm for AI," as it purchases "traditional" businesses, like accounting and IT services, and applies AI to their workflows. Though ADT operates a standalone … Read the full story at The Verge.

Auditors have flagged similar security failures since 2014

Big Red says AI units will add to subscriptions, as it juggles $90BN-plus capex, mounting debt and a $225BN revenue goal for 2030

Mintive was founded by two engineers who have been working on AI for decades through Google Brain, Coursera. It's platform promises to help IT easily control enterprise agents

Article URL: https://about.doordash.com/en-us/news/doordash-to-acquire-instacart Comments URL: https://news.ycombinator.com/item?id=50289859 Points: 26 # Comments: 11

The social networking site is facing criticism for blocking access to the site, which identifies thousands of ICE agents and other employees working for Homeland Security.

For more than 15 years, Apple has had a pretty simple answer to the idea of a touchscreen MacBook: no. Yesterday, Apple finally decided to think different and announce one anyway. "You've gotta touch it to believe it," says Apple CEO John Ternus. He might be right: I haven't yet touched it, and I still can't quite believe it. Steve Jobs first called touchscreen laptops "ergonomically terrible" in 2010, arguing that "touch surfaces don't want to be vertical" and that using one for an extended period of time makes "your arm want to fall off." He wasn't wrong about the fatigue aspect of using a touchscreen laptop for long periods of time, but … Read the full story at The Verge.

Deepgram said that it is committed to keep Pipecat open source.

Some adults may not need to prove it, but many will

Insurance firms look to insulate domestic humanoid robot owners against the inevitable chaos they will bring