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Google Pay is testing a new fashion and lifestyle shopping feature in India, bringing personalised recommendations, virtual try-on and visual search to its payments app. The pilot lets users browse clothing and fashion trends, see how select items look on them and find similar products using images. Google is currently testing the experience with a limited number of users and has not announced when it will reach a wider audience.
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OpenAI announced in September that it planned to reduce the usage limits for select ChatGPT Pro subscriptions without reducing the price tag. The company now seems to be reversing its decision. In a statement, an OpenAI official has revealed that it will double usage limits for several ChatGPT Pro subscriptions. The revised limits are also said to be applicable to Business Premium. OpenAI will also continue to offer extended usage limits for its personal AI agents.
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Google launched its latest frontier AI model late last month, named Gemini 4 Carbon, with agentic and enhanced cybersecurity capabilities. The AI model was released just two weeks after the Mountain View-based tech giant released Gemini 4 Argon, another AI model with agentic capabilities. During the announcement, Google published multiple benchmark results to showcase the capabilities of the Gemini 4 Carbon. Now, SemiAnalysis has published results from its new GDPx benchmark that tests the agentic capabilities and cost efficiency of AI models, comparing results of multiple models. On the benchmarking platform, Google's frontier AI model came in second position, while being the most cost-efficient among the top five.
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Samsung's first AI-powered smart glasses, reportedly called Intelligent Eyewear, are expected to go on sale in South Korea and the US in mid-December. According to a report, the initial launch will exclude markets such as Japan and Europe, with the company planning to expand availability depending on early demand. The smart glasses are built on Google's Android XR platform and integrate Gemini AI. They are expected to offer features such as real-time translation, voice navigation and automatic note-taking.
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OpenAI is working with security firm Cathedral to find weaknesses in its systems. Researchers from both teams will use OpenAI's AI models to test its defences and check whether potential fixes work. The company is also raising rewards for critical vulnerabilities reported through its Security Bug Bounty programme by more than four times. The latest exercise follows an earlier round of security testing in which OpenAI assigned 25 percent of its product engineers to finding and fixing vulnerabilities.
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Anthropic has introduced Message Threads in public beta on the Claude Platform. The new feature is intended to reduce response latency in long-running AI agent sessions. It eliminates the need to resend the entire conversation history with every API request. With Message Threads, developers can share new messages and the ID of the previous response to get responses. Anthropic confirmed that the new feature is enabled by default for most Claude Code users.
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You can learn a lot from a great founder session. But sometimes the conversation that changes what you do next happens five minutes after the session ends. And with the event happening tomorrow, there is another reason to make sure you are in the room: The format is designed to help founders learn in different ways throughout the day. On November 4,TechCrunch Founder Summit 2026brings founders and investors together at SoWa Power Station in Boston for one day of practical learning, candid conversations, live pitching, smaller roundtables, and networking. Register now to save up to $100 on your pass, plus get a second for free. Or save up to 30% ongroup bundles. TheBuild Stagefocuses on the decisions founders make while they are still shaping, testing, and growing the business. These sessions get into the mechanics behind building a company, from distribution and fundraising to team building and pitching. Hunter WorlandofNEAopens the conversation on why distribution can become a startup’s next competitive advantage, especially when strong technology alone is not enough to win customers. Kristen CraftofFidelity Private Sharesbrings a current view of fundraising trends, helping founders understand how the capital environment is shifting and what that means for the way they approach their next raise. The stage also gets tactical about building high-performing teams and sharpening the story you tell investors, customers, and potential hires. Dave BalterofTrue Venturesand Edisyl takes on a deceptively simple question: Does your pitch earn the next conversation? The value of theBuild Stageis straightforward: These are lessons founders can take back to their companies immediately. If the Build Stage is about creating momentum, theImpact Stageis about what happens once that momentum becomes real. This is where founders can step back and think about bigger decisions around product-market fit, scaling, enterprise relationships, leadership, and long-term growth. Steve Fredette, president, co-founder, and director ofToast, brings the perspective of building and scaling one of Boston’s most recognizable startup success stories. Rudina Seseri, founder and managing partner ofGlasswing Ventures, explores the tension every founder eventually faces: when to scale and when hitting the brakes may actually protect the business. Kent BennettofBessemer Venture Partnerstackles product-market fit before scale, helping founders think more critically about whether the signals they are seeing truly justify the next phase of growth. Chase Garbarino, CEO and co-founder ofHqO, brings the conversation home with the Boston Founder Playbook and a perspective on building ambitious companies outside the Bay Area. TheImpact Stageis valuable because it creates space for founders to get out of the weeds for a moment and ask whether they are scaling the right things, in the right way, at the right time. Main Stage sessions can give you perspective.Roundtablesgive you room to get specific. Founder Summit’s smaller roundtables are built around highly focused problems that many founders are actively solving right now, from entering difficult verticals and building enterprise trust to creating lean teams and opening doors with major customers. Chirag ShahofDefine Venturesdigs into what happens when your first vertical is also one of the hardest to enter. A technical session withShishir TewariofProcore Technologiesmoves the AI conversation from broad hype to the practical challenge of reducing hallucinations with better enterprise context. Merve KitapciofADIN.AIgets highly specific about enterprise selling and what it takes to land major global customers before Series A. Andy TangofDraper Associatesopens a different kind of founder conversation: What if you are building something the market does not even have a name for yet? Linden TibbetsofIFTTTexplores how AI may change the assumptions founders make about team size, productivity, and what a smaller company can realistically accomplish. The value here is participation. Instead of simply hearing how someone else approached a problem, founders can bring their own questions, compare experiences with the people around the table, and leave with ideas that are much closer to their actual business. Founder Summit also gives attendees the chance to see what happens when founders put their stories in front of investors in real time. During “So You Think You Can Pitch?,” founders make their cases in front of investors, includingDave Balter,Chirag Shah, andSimran Suriof Maveron. This is one of the most interactive parts of the day because it turns advice about pitching into something founders can actually watch: what gets an investor’s attention, where a story loses momentum, and which questions come up immediately. For anyone preparing to raise, sell, recruit, or simply explain their company more clearly, seeing those reactions live can be incredibly useful. The Networking Lounge powered by Braindate gives attendees another way to connect intentionally throughout the day. Schedule a one-on-one conversation. Join a small group. Find someone who wants to talk about the exact challenge you are working through. Hear a session on product-market fit, then find another founder working through the same issue. Watch the pitch competition, then compare notes with someone preparing for their own fundraise. Hear the Boston Founder Playbook, then meet other founders doing exactly that. Braindate helps turn the content into conversation. The day wraps up with a closing reception presented by Fidelity Private Shares, giving attendees time to keep the conversations going without rushing to the next session. That matters because some of the most useful connections at an event happen after you have already shared a room, a question, or a conversation earlier in the day. Founder Summit is not built around one type of conference experience. The Build Stage gives founders practical lessons they can apply now. The Impact Stage creates room for bigger growth and leadership decisions. The roundtables let you ask questions and go deeper. The live pitch competition puts founder storytelling to the test. Braindate makes networking intentional. And the reception gives those conversations somewhere to continue. That mix is what makes the day valuable. TechCrunch Founder Summit 2026takes place November 4 at SoWa Power Station in Boston. There is still time to join us in Boston. Current Founder Summit passes include breakout sessions, roundtables, Braindate networking, the Expo Hall, and access to session materials after the event. Even better, buy one pass now, and you can get a second pass free. Bring your co-founder. Bring a partner. Bring the person you’d be texting session takeaways to all day anyway.Get your pass, bring someone with you for free, and join the founder community in Boston.
Apple is adjusting its App Store policies to make it more difficult for minors to use online dating apps or AI companions that engage in “sexual or romantic content,” the tech giant shared in anannouncementto developers on Monday. The new rules follow other changes the company has made to better protect minors, which include therollout of its age assurance technologyglobally andmore parental controls and child safety features. While most major dating services typically restrict their platform to adults, Apple’s new policy will require all apps offering dating or romantic relationship features to carry an 18+ rating. Starting November 16, developers will be required to include new content descriptors to ensure their app’s age ratings reflect its features, the company said. It’s perhaps more interesting how this rule could impact AI companion apps, or those where such functionality is one of many features. Often targeted at younger people, Character.AI, Replika, and other AI apps let people create AI companions, including friends, lovers, boyfriends and girlfriends, and other fantasy characters. xAI last year alsolaunched3D animated AI companions that allowed users tounlock NSFW capabilities. As of last summer, top AI companion apps across the Apple App Store and Google Playhad been downloaded 220 million times globally. In addition to “dating and relationships,” apps will also need to indicate if they are sharing the real-world locations of a user with another person or group as part of their functionality. Any app doing so raises obvious privacy concerns, especially if the user wasn’t aware that their location was being shared. The company noted that in Brazil, apps that provide location-sharing features for families can request an official rating from the government’s Ministry of Justice and Public Security (MJSP/Ministério da Justiça e Segurança Pública), instead of being required to list them with the A16 rating, as the local law requires.
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Googleannouncedon Tuesday that it plans to disable AI tools for K-12 students next year unless school administrators explicitly turn them on. The tech giant says the change follows consultations with schools, teachers, leading researchers, and policymakers. As a result, Google is revising its approach across Gemini, NotebookLM, Gemini in Classroom, and Google Search. The decision means that schools choosing to restrict AI altogether will no longer be able to access Google Search, as AI features are now integrated into the search engine. Chris Phillips, vice president for education at Google, toldThe New York Timesthat “Search and AI are deeply integrated,” which means that if a school chooses to restrict AI altogether, students “will not have access to search, and they’ll see a message from their school that indicates it’s not available.” The change raises an issue for schools. Although teachers may not want students to use AI Overviews in Google Search to conduct research or complete assignments, they likely still want them to be able to have access to the search engine to find sources and other learning materials. However, Google Search and its AI features are now inseparable. Given the dominance of Google’s suite of apps in classrooms and the widespread use of Chromebooks, the decision underscores the company’s influence over the education sector. Schools that want to continue to have access to Google Search will have to accept its AI features. “We’ll share more specifics with schools in the coming months ahead of the changes rolling out so they have time to prepare and enable a smooth transition,” Phillips wrote in ablog post. “Our goal is simple: provide school leaders the control and confidence to use AI products in classrooms as they see fit.” Google announced the upcoming change alongside the launch ofGuided Learningin schools. The tool, which was unveiled earlier this year, sort of functions like an AI tutor, as it’s designed to help users build a deep understanding instead of just getting answers. The launchcomes amid concernsthat AI chatbotsundermine the learning processbecause they spit out direct answers.
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There’s a lot of mystery around the finances of major AI labs, and as Anthropic inches towards it IPO, we’re starting to get some answers. In particular, the company is finally disclosing more about the economics of compute, and how much of Anthropic’s skyrocketing revenue is being lost to compute costs. Ina new filing on Monday, Anthropic released data that showed those margins on compute actually getting worse. The filing was an update tothe S-1 released last week— but where that filing’s financial disclosures only covered through June 30 of this year, the new data extended to disclose results through an extra quarter, to September 30. Broadly, Anthropic had a good quarter: revenue reached $17 billion, up from $11.5 billion in the previous quarter, suggesting durable growth. But the operating loss grew at the same time, thanks in large part to growing compute costs. Looking at the compute margins makes the picture even worse. In the new quarter, compute took up 58% of the company’s revenue, up from 48% the quarter before. At a moment when the company could win over IPO investors by showing margins improving, they’re getting worse. A chart in the filing shows this even more clearly, tracking the company’s revenue for every dollar spent on compute. Since the start of 2025, it’s been steadily growing, peaking at just over 2x this past quarter, then falling back down to 1.72x. Many indications imply that this shift in compute margins is more of a blip than a long-term problem, but it still tells us important things about the business of running a major lab. Trying to keep up with demand, Anthropic’s compute bill shot up to $10 billion for the quarter, including, as the filing notes, “$5.0 billion of compute under short-term commitments, which currently costs significantly more than comparable compute procured under our multi-year commitments.” Basically, demand was growing so fast that Anthropic had to scramble for compute, which meant paying higher rates. Some of those deals have already played out in public. Anthropichas been paying SpaceX$1.25 billion a month for compute, alongside multibillion-dollar deals withNscale,Akamai, andVolta. In the parlance of the industry, these are neoclouds rather than hyperscalers — smaller outfits that offer more flexible compute deals at higher rates. Anthropic’s margins got worse in Q3 because of deals like these, and there’s no sign they’ll be able to do without them anytime soon. As the new filing puts it, “We expect compute and infrastructure expenses to increase in absolute dollars and remain our largest operating expense for the foreseeable future as additional committed compute becomes available to us under multi-year arrangements with CSPs, and as we continue to invest in additional compute.” Anthropic is still trying to lower its compute costs. In particular, the company talks quite a bit about its efforts to build its own compute base under a project it calls “Anthropic Direct.” But with demand growing so fast, those efforts aren’t going to be able to keep pace, and the neoclouds will continue to be the best option they have. In a sense, these are champagne problems. As long as revenue is growing at nearly 50% a quarter, few investors will worry about high compute costs — and the moment demand slows down, investors may be comforted by a compute picture that has gotten a lot sunnier. But it’s a reminder of how much AI labs still depend on the trillion-dollar infrastructure buildout — and how vulnerable they are to hiccups in that process. It’s easy to imagine the data center buildout slowing down over the next year if bond markets get skittish or local opposition gets more intense. There’s not much Anthropic can do to address either of those risks, and either one would make a messy compute picture a whole lot messier. In the meantime, the future of Anthropic and other labs will be at the mercy of compute prices.
Netflixannouncedon Tuesday that it’s rolling out a new “AI Discover” tab where users will be able to experiment with new ways to find their next watch. The first experimental feature launching under the tab will allow users to get recommendations based on what they’re currently in the mood for. Users can choose from curated themes featuring clips from shows and movies, based on their mood, viewing preferences, how much time they have, or what’s new and trending. Themes include “something light,” “scare me,” “family movie night,” “quick watches,” and more. The addition of the new tab suggests that Netflix wants to make its growing library easier to navigate while shifting discovery away from an experience where users are endlessly scrolling through titles toward a more personalized and AI-powered experience. Netflix says AI Discover is powered by a new intelligence layer it’s been building that responds to what users tell the platform in real time and keeps learning. Once users pick a theme, they’ll see matching recommendations. They also have the option to select more specific themes so they can keep searching until they find something they’re interested in, or choose the “something different” option to start over. Each title features a “Tune Your Recommendations” button beside “Play” and “My List” to allow users to save recommendations they like or exclude titles they don’t want suggested again. “There’s more to enjoy and discover on Netflix than ever, but what sounds right for a quiet night in may look different for family movie night or a few spare minutes,” Netflix wrote in ablog post. “We’ve spent years refining how you discover, with recommendations tailored to your tastes, from what you Thumbs Up to what you add to ‘My List.’ Now, AI Discover joins the mix as a new way to explore.” Netflix describes AI Discover as its “test kitchen,” where it will “try out new recipes for discovery.” The company says users’ feedback will help it decide which features to keep or improve before bringing them over to the main Netflix experience. AI Discover is starting to roll out in the U.S. to users who use Netflix in English on supported TVs. The company plans to bring the new tab to additional users in the coming weeks. If users have access to the new feature, they’ll see a “Discover” button with a red gem icon and a “New” label in the top navigation bar on their TV.
Fal, a San Francisco-based startup that hosts and runs AI video, image, and audio models, has raised $1.3 billion in its latest funding round led by Bessemer Venture Partners, with participation from Nvidia, Sound Ventures, and T. Rowe Price. The deal values Fal at $16 billion, double its $8 billion valuation in April,Bloomberg reported. The startupannouncedits Series E and F rounds at the same time, noting that a combined $1.65 billion was raised across both. (Sequoia led the earlier round.) The latest round (Series F) comes amid soaring demand for inference services, the process of running an AI model that’s already been trained to generate outputs, particularly from customers relying on open source models. Fal surpassed $800 million in annualized revenue earlier this year, Bloomberg’s report noted. Companies providing inference services, including Baseten, Fireworks AI, and Modal, have also been growing rapidly and raising large funding rounds athigher valuations. But their gross margins remain thin because of the high cost of buying or leasing compute, according to several people familiar with inference companies’ financials. Fal was co-founded in 2021 by Burkay Gur, a former Coinbase machine learning leader and Oracle engineer, and Gorkem Yurtseven, who was previously a developer at Amazon.
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