This is a song about the latest tech headlines. Headlines... TECH: *Apple CEO reportedly wants more urgency in AI efforts, pushing SVP of software engineering to move beyond Siri AI tweaks to agentic and other advanced capabilities. *Nvidia shares fell 5% after its board began investigating longtime CEO over whether he exposed the chipmaker to a foreign espionage operation. *The last slug of Cerebras stock is released from its IPO lockup, putting more pressure on an AI stock already down by more than 50% from its list price. *DeepSeek says its open-source agent app Harness hit 1.5 million daily active users on November 4th, less than 3 months after launch, and uses ~92T tokens a day (or ~60 million per user). Plans plugin marketplace. *Anthropic bought commitments for 1.7GW of gas-fired generators from equipment supplier OnePWR for $3.4 billion, the largest known such purchase by an AI lab *Meta introduces specialized versions of its existing models, trained using Muse Wonder, bringing Active Memory and Active Focus to all Muse and Meta AI users. *Meta adds mini app creation option to Muse. Allows Meta’s artificial intelligence agent to store task trackers and convert commands into custom interfaces. *Higgsfield previewed Miracle, which splits video into editable layers so users can recolor objects or swap on-screen text, currently open only to beta testers. *SEA makes up ~50% of APAC data center capacity being built, led by Malaysia and Thailand, which paused 49 and delayed approvals of 117 projects in Sept. *Inner Mongolia is China's fastest-growing AI data center region, where construction is accelerating with low building cost and no public backlash. *Global tablet shipments fell 23% YoY to 32 million units in Q3 2026, their lowest level in ~3 years. Apple’s iPad shipments fell 27.5% YoY to ~11.58 million. *Apple reportedly saved $2.7 billion in taxes this year by routing up to $50 billion in profits through Singapore, exceeding the $2.6 billion in tax savings it achieved via Ireland. *US election wins could slow AI investment and safeguard the US economy against a downturn by pacing it over time, as Deutsche Bank sees “shaky” projects ended.
