FYI: We're now omitting links in @Techmeme tweets. Why? 1. Links limit reach (see embedded study) 2. The cost for posting links using X's API increased today by 1900%. Links may return later, but we're still exploring how we might accomplish that.

Epic says "Fortnite is coming back to the App Store in Australia tomorrow" after an Australian federal judge ordered Apple to open up iOS in an antitrust case (Rhea Rose Abraham / Reuters) (Visit Techmeme dot com for the link and full context!)

An Australian federal judge rules Apple must let Australian iPhone users install apps from third-party app stores starting March 1, 2027; Apple plans to appeal (@mvcmendes / 9to5Mac) (Visit Techmeme dot com for the link and full context!)

Walmart unveils its Agent Gateway, a new MCP server to help users' approved AI agents shop its website, and dedicated Agent Profiles with special "terms" for AI (@sarahpereztc / TechCrunch) (Visit Techmeme dot com for the link and full context!)

Sources: DeepSeek raised ~$15B in its latest fundraising round, one of China's largest ever, with CATL and Tencent among the biggest contributors (@luluyilun / Bloomberg) (Visit Techmeme dot com for the link and full context!)

AWS analysts claim that at least one actor started to exploit the PHP2Shell bugs on October 17, four days prior to the vulnerabilities' public disclosure (@lilyhnewman / Wired) (Visit Techmeme dot com for the link and full context!)

GM says it plans to debut OnStar AI, an in-car assistant that can execute vehicle functions and run diagnostics via voice commands, in the 2027 Cadillac Lyriq (@aarianmarshall / Wired) (Visit Techmeme dot com for the link and full context!)

Sources: advisers within Elon Musk's empire are pushing to announce a SpaceX-Tesla merger by H1 2027 so it can close while President Trump remains in power (Bloomberg) (Visit Techmeme dot com for the link and full context!)

Cloud provider Railway says an unauthorized party may have accessed customer encrypted environment variables and, for some, obtained the decrypted contents (Jacob Cooper / Railway Blog) (Visit Techmeme dot com for the link and full context!)

AuxoAI, which helps large businesses build and deploy AI systems, raised a $20.7M Series A led by NTTVC to accelerate growth and scale (@kytsune / SiliconANGLE) (Visit Techmeme dot com for the link and full context!)

Filing: Mark Zuckerberg commits to staying in Meta's HQ jurisdiction in return for nonvoting shares; he weighed leaving California over a proposed wealth tax (Bloomberg) (Visit Techmeme dot com for the link and full context!)

SAP: Q3 cloud revenue up 25% YoY to €6.67B, vs. €6.57B est., total revenue up 12% to €10.27B, current cloud backlog up 26% to €24.1B, all in constant currencies (@ckyrious / Bloomberg) (Visit Techmeme dot com for the link and full context!)

IBM reports Q3 revenue up 5% YoY to $17.1B, above $16.82B est., net income up 26% to $2.19B, software revenue up 8% to $7.8B, and infrastructure revenue up 4% (@eschisgall / Wall Street Journal) (Visit Techmeme dot com for the link and full context!)

GitLab patches a critical flaw that lets unauthenticated attackers run code on self-managed servers, affecting every release since 7.0 in 2014 (@swati_thn / The Hacker News) (Visit Techmeme dot com for the link and full context!)

Texas Instruments reports Q3 revenue up 28% YoY to $6.06B, above $5.93B est., net income up 78% YoY to $2.43B, and forecasts $5.8B-$6.3B in Q4, vs. $5.73B est. (@ianmking / Bloomberg) (Visit Techmeme dot com for the link and full context!)

Mark Zuckerberg says Muse has drawn 10M+ users since its launch and 25%+ of users are making purchases through the app, with an average purchase size of $200+ (Business Insider) (Visit Techmeme dot com for the link and full context!)

Meta expects its 2026 capex to be $135B-$145B, vs. $130B-$145B previously, and forecasts Q4 revenue of $73B-$76B, vs. $73.6B est.; META jumps 3%+ after hours (@rileyraygriffin / Bloomberg) (Visit Techmeme dot com for the link and full context!)

Anthropic unveils Claude Duet, a proactive agent app on iOS, Android, and the web that works in the background, in research preview for US Pro and Max users (Claude) (Visit Techmeme dot com for the link and full context!)

Filing: Meta says Mark Zuckerberg is considering leaving California if it passes a one-time 5% tax on billionaires; voters will decide on the measure next month (@pierrepaulden / Bloomberg) (Visit Techmeme dot com for the link and full context!)

Meta says it will create a new class of nonvoting stock to raise the capital it needs for developing AI models, with an effective date in January 2027 (@meghanbobrowsky / Wall Street Journal) (Visit Techmeme dot com for the link and full context!)

Meta reports Q3 revenue up 26% YoY to $64.6B, operating income down 37% to $12.99B on a $9.89B AG settlement charge, and family DAP up 3% to 3.64B for September (Meta) (Visit Techmeme dot com for the link and full context!)