WISU Daily Brief — Edition No. 42 — Thursday, November 5, 2026

  • Michael Burry (“The Big Short”) says Anthropic’s IPO math demands “supernormal” growth — $101B due in 2027 alone.
  • AMD posts a record quarter as data-center sales nearly double to $8.5B.
  • Oracle reportedly scraps a $7B chip lease to Tencent after U.S. pressure.
  • OpenAI says ChatGPT now handles about a fifth of Google’s search volume — by its own count.
  • Apple Intelligence reaches China, with Alibaba’s Qwen inside Siri.
  • NewsGuard audit: chatbots repeated midterm falsehoods in 8.5% of typical prompts, down from 25% — but 26% under malign prompts.
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