Berlin-based search engine Ecosia, used by government services, is dropping its French AI partner, Mistral, its CEO told POLITICO. The company will now bet on open-source models, including those from China.

My conversation with @AriEmanuel. 0:00 The UFC negotiation that blew up 3:33 Meeting Egon Durban and buying IMG 7:30 Betting $4.2 billion on the UFC 15:16 Getting the ESPN deal done 22:58 Taking over William Morris 30:02 Starting Endeavor with a table and a phone 32:53 Why you won’t remember the extra $400 million 35:01 Stop telling yourself stories 39:21 David Geffen: Get in traffic and get hit 45:19 Why Ari rolls the calls 49:35 Building your own school of entrepreneurship 51:56 Learning from Elon Musk and betting on live events 53:58 Learning from Hollywood’s greatest agents 1:00:23 Outgrowing rage without losing ambition 1:10:10 Psychedelics, purpose, and letting go of legacy 1:18:18 How Entourage changed Ari’s life 1:22:32 Ari never had a plan B Includes paid partnerships.

$200m (minus a 20% cut for the middlemen) is actually a pittance given the scale of destruction in the south. When I saw Lebanon's economy minister this summer he put the direct damages at $11-12bn So this is the equivalent of Iran scrounging under the sofa cushions for change

Research|$MRVL : Investor Day Targets Move Closer to Our Forecasts Optical interconnects and custom silicon driving growth Marvell outlined an ambitious outlook at its October 6 investor day, targeting CY30 (FY31) revenue of $80b at the midpoint and non-GAAP EPS of more than $30. Marvell described a diversified portfolio built to capture AI infrastructure growth: Optical interconnect products across form factors (pluggables, NPO and CPO) and distances (scale-in to scale-across). Large custom XPU programs. A broad XPU attach portfolio that builds on hyperscalers’ familiarity with its off-the-shelf products and growing demand for custom solutions. In our earnings reviews, we have repeatedly noted that Marvell had room to raise its interconnect and custom revenue guidance. Its guidance is now catching up with our model. We think this and the more ambitious 2030 targets reflect greater confidence in the supply chain. The investor day follows Matt Murphy’s comments about suppliers at the Citi TMT conference last month and recent deals with GlobalFoundries and AT&S. COO Chris Koopmans said key foundry, substrate and packaging suppliers receive five-year forecasts and had already seen the $70–90b FY31 target before the event. Marvell is making capacity payments to reserve supply ahead of revenue. He also stressed that demand and supply are in place to support the $20b FY28 revenue target. Detailed Report