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Happy Thursday.
TIL: You can get hired as a robot-dog walker in SF:
The job? Walking robot dogs around the city to help train AI to navigate the real world on its own. $20/hour.
🐶
Enjoy today's news.
DoorDash plans to acquire Instacart for $17B in cash and stock, combining its delivery network with Instacart’s grocery tech in a deal expected to close by mid-2028.
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Google introduces Gemini 4 Carbon, a model that tops the Artificial Analysis Intelligence Index and specializes in finding software security flaws, rolling out first to trusted cyber defenders.
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Samsung unveils Galaxy Buds On, its first open-ear earbuds, which clip onto the ear so users can still hear their surroundings, arriving in U.S. stores in early November for $229.
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Microsoft reports $92.3B in quarterly revenue, up 19% and its 10th straight record, as Microsoft Cloud sales jump 30% to $63.9B.
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OpenAI tests texting for ChatGPT Dots, letting U.S. Pro users message their personal AI agents through iMessage or RCS to assign tasks and get updates.
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Shopify launches its Fall 2026 Edition, themed Exponential, with over 150 updates, including tools that let AI assistants like ChatGPT find products and check out with Shop Pay.
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NVIDIA launches Nemotron 3.5 Transcribe, an open speech model that transcribes recordings in 40 languages and tracks who said what, even when people talk over each other.
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𝕏 tests Subscriber-only Group Chats, allowing creators with 800 or fewer subscribers to host real-time chats for paying fans.
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Job cuts: Amazon lays off about 250 employees in its devices unit, mostly in software roles, while Dropbox cuts 9% of its staff, about 200 jobs.
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Divergence Labs partners with Anthropic, using Claude to design 35,000 food allergy antibody candidates in a month, three of which beat the standard drug in early lab tests.
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San Francisco Fed data shows AI may not be the main driver of America’s productivity surge since 2023, with most gains coming from heavier investment and equipment use.
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Clicky launches real-time graphics powered by OpenAI’s GPT-6.1 Sol Ultrafast, drawing custom overlays, diagrams, and interactive 3D scenes directly on users’ screens rather than in a chat.
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Robotics startup Silica opens preorders for affordable actuators, which it says are 50x more sensitive and let robots feel what they touch.
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Simulon debuts Reality-Aware Rendering, an iPhone feature where users can place AI-powered 3D characters into a scene, act it out, and watch the characters react to what users do and say.
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New a16z Show episode: billionaire entrepreneur and Cost Plus Drugs co-founder Mark Cuban joins a16z General Partner Julie Yoo and Erik Torenberg to discuss why AI could turn solo founders into trillionaires, how AI can spot overcharges in health contracts, and why doctors won’t be replaced.
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New Sources episode: Alex Heath sits down with Shopify co-founder and CEO Tobi Lütke to discuss why Amazon blocked Meta’s Muse agent, who profits when agents shop for you, and the growing backlash against AI.
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As promised, tech and startups in a minute.
See you tomorrow.
P.S. Got a podcast? 😂
