November 12, 2026
Stories from this day
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Tech · 10 min readAnthropic IPO oversubscribed — orders are 'multiple times' the shares, and nobody has said how many
Reported — orders are several times the 825 million shares, led by anchor-size indications (Bloomberg, November 11, citing people familiar)
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Tech · 10 min readAnthropic SpaceX compute deal — $120.5 billion is a ceiling, with a 90-day exit from early 2027
In the filing — up to $120.5 billion into 2029, about $3.1 billion a month from December 2026, cancellable on 90 days' notice after early 2027
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Tech · 10 min readGemini 4 Carbon pricing and availability — a quarter of Fable 5.2 per token, 15% apart per task
Access — from November 10 (US time): paid API, enterprises, AI Ultra subscribers. No free API tier, no mention of Pro subscribers
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Tech · 8 min readUnited Airlines blocks AI agents from booking flights — search stays, human approval is no exemption
Blocked — outside AI agents booking, changing or buying on a traveler's behalf, on United's own channels and through agencies
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Economy · 10 min readWhy CoreWeave stock jumped 24% — margins hit 10% a quarter early, the $46.9 billion debt load did not move
Why it rose — a 10% adjusted operating margin one quarter early, and full-year revenue guidance raised to $13.0 billion to $13.3 billion
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Economy · 9 min readWhy the US 10-year Treasury yield hit 5% again — the 2-year jumped more, and the close was 4.98%
Levels — 10-year intraday high 5.01% to 5.02%, Treasury close 4.98% (+10bp); 2-year 4.73% (+17bp); 30-year 5.35% (+9bp)
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Tech · 11 min readWhat is AlphaGenome 2 — DeepMind's DNA model now reads variants cell by cell, 30% recall versus 16%
What — one million DNA letters plus one condition in; gene expression, chromatin accessibility, histone modifications and DNA methylation for that cell out
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Tech · 11 min readIBM Nighthawk r3 — 520 qubits and 10,000 operations are targets; the working chip is the 120-qubit r2
Specs — 520 programmable qubits, 2,034 physical qubits, 10,000 operations, 10 l-couplers; all design targets, no release date
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Tech · 10 min readBarracuda ESG vulnerabilities patch versions — 9.4.0.030 shuts a no-login root path under attack
Versions — ESG 9.4.0.030 or later plus patch BNSF-40425 (9.4.017+) or BNSF-40430 (older); five other Barracuda products have their own patches
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Tech · 17 min readWhat is a qubit — Google needed 101 of them to make one reliable qubit, and why counts mislead
Meaning — a unit of information that can blend 0 and 1 and be entangled; measuring it returns one answer