AI adoption is not a strategy

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1. Anthropic reports $17B quarterly revenue, 1,100% growth and $900B spending commitments ahead of IPO — Reuters AI
2. Introducing the Grid Protectors Program — OpenAI News
3. Marvell to acquire Lumentum in $115 billion all-stock AI connectivity deal — DigiTimes Asia
4. Israeli startup 42AI exits stealth with $62.5M seed for behavioral world model — TechCrunch AI
5. OpenAI to merge ChatGPT's Chat and Work tabs into a single desktop experience — TechCrunch AI
6. October slide in AI and tech stocks tests broader US market's resilience — Reuters AI
7. Malicious Claude Code extension in Cursor marketplace attempted SSH backdoor — Microsoft Research Blog
8. OpenAI weighs rebranding data centers as 'compute campuses' amid growing public backlash — Techmeme

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