Google opened Gemini 4 Argon to all developers, Anthropic told investors its quarterly revenue hit $16.8B, and Meta and Apple jointly shipped an open model for Mac for the first time.
🤖 AI
Gemini 4 Argon leaves limited access
Google opened the model to developers in AI Studio and to Gemini subscribers. Introductory pricing is $2 per million input tokens and $10 per million output tokens, through November 30. From December 1 it doubles.
Anthropic: small models will soon be able to copy themselves onto consumer hardware
Anthropic ran a 26-billion-parameter model on 15 cheap $55 Android boxes at 0.39 tokens per second. By the company's own estimate, self-copying onto smart TVs and ovens is months away. Some outside experts are skeptical.
💻 Software
Meta released the open Muse Spark Open and launched it on Mac with Apple
An open-weights model: 816B parameters, 42B active, 1M-token context. Apple updated MLX for it — you need two 512GB Mac Studio M5 Ultras or four 256GB ones.
⚙️ Robots and hardware
TSMC closed the quarter with a record $46.7B
Revenue grew 41% year over year, and the 2026 growth forecast was raised to 44%. Margin slipped to 66.4% as 2nm lines ramp up.
ASML can't keep up with demand through 2027–2028
Quarterly revenue hit €11.7B, with 121 lithography systems shipped versus 91 the quarter before. Some customers are already asking to get in line for 2029–2030.
Apple unveiled HomeView, a smart display for $299
A seven-inch screen running on the A18 chip recognizes household members by face and works with Siri AI in beta. Sales start in the US on November 13; the device won't launch in the EU.
Startup Origin came out of stealth with a wall-finishing robot
OG-1 spackles, sands, and primes walls up to 4 meters tall — three times faster than a human, per the company. The round: $20M from Accel and Zacua.
💰 Business
Anthropic disclosed Q3 revenue of $16.8B
According to CNBC, citing people at an investor meeting, revenue grew 45% quarter over quarter. An IPO is expected in November.
Eight states sued OpenAI
State attorneys general accused the company of marketing ChatGPT as safe for kids. OpenAI points to its parental controls. The lawsuits haven't been ruled on yet.
Nvidia is putting $250M in compute toward AI agent safety
Nvidia CEO Jensen Huang announced in London that UK researchers will get $50M a year in compute for five years.
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