# The Deep Feed

> Long-form research on AI. One institutional byline. Published when a piece is ready, not before.

Tagline: Long-form research on AI.
Site: https://www.thedeepfeed.ai
Author: The Deep Feed

## Latest piece

### Siri AI opens to every app, on Apple's terms and timeline

Apple's Siri AI Developer Preview lets any app expose actions and content through App Intents and 'skills'. It works only in dev builds and internal TestFlight until App Store submissions open in spring, and the terms are not yet published.

Read: https://www.thedeepfeed.ai/posts/2026-11-12-siri-ai-opens-to-every-app/ · Markdown: https://www.thedeepfeed.ai/posts/2026-11-12-siri-ai-opens-to-every-app.md

## Recent posts

- [Siri AI opens to every app, on Apple's terms and timeline](https://www.thedeepfeed.ai/posts/2026-11-12-siri-ai-opens-to-every-app/) — Apple's Siri AI Developer Preview lets any app expose actions and content through App Intents and 'skills'. It works only in dev builds and internal TestFlight until App Store submissions open in spring, and the terms are not yet published. (Products, 2026-11-12; 4 sources, 4 independent domains)
- [Drax's '£20bn' AI data centre: what is actually committed](https://www.thedeepfeed.ai/posts/2026-11-11-drax-ai-data-centre-what-is-actually-committed/) — Drax, Brookfield and Radiant plan a GW-scale AI data centre at Drax Power Station. The £20bn is Brookfield's estimate of potential investment including chips. Phase 1 is 100MW, still needs planning, a tenant and final investment decisions. (Business, 2026-11-11; 4 sources, 3 independent domains)
- [fal raises $1.3B at $16B after running out of compute](https://www.thedeepfeed.ai/posts/2026-11-10-fal-16b-inference-rate-limits/) — Generative-media inference host fal raised a $1.3B Series F led by Bessemer at a reported $16B valuation, double April's. Its CEO says the reason is compute: it had to rate-limit customers this summer. (Business, 2026-11-10; 5 sources, 5 independent domains)
- [Anthropic's FlashProve proves a commitment, not a model's identity](https://www.thedeepfeed.ai/posts/2026-11-09-flashprove-proves-the-commitment-not-the-model/) — Anthropic open-sourced FlashProve, a prototype that cryptographically proves a reply came from committed weights. Its own docs say a 'yes' doesn't tell you whose model it is, and the proof costs roughly 70-95x the GPU time. (Research, 2026-11-09; 5 sources, 4 independent domains)
- [Meta's $1.2M Muse bounty ledger is a map of agent attack surface](https://www.thedeepfeed.ai/posts/2026-11-08-meta-muse-bug-bounty-ledger/) — Meta published the top findings from its Muse agent bug bounty: a $300K proxy-header auth flaw, prompt injection through spoofed tool output, and OTP redaction bypasses. Here is what each one teaches about securing agents. (Agents, 2026-11-08; 5 sources, 5 independent domains)
- [Personal agents are running into the compute bill](https://www.thedeepfeed.ai/posts/2026-11-07-personal-agents-hit-the-compute-wall/) — Within a few weeks OpenAI said Dots are compute-heavy, Musk said Grok Bot costs were unsustainably high relative to revenue, and Meta said it needs Muse to get 10x more efficient. Always-on agents cost real money. (Products, 2026-11-07; 6 sources, 5 independent domains)
- [CrowdStrike's reported ~$495M bet: treat AI agents as insiders](https://www.thedeepfeed.ai/posts/2026-11-06-crowdstrike-buys-agent-flight-recorder/) — CrowdStrike is buying Fiddler (agent observability) and Dreadnode (AI red-teaming) and has announced agent insider-threat detection. Security vendors now treat agents like employees who can go rogue. (Business, 2026-11-06; 5 sources, 4 independent domains)
- [Claude's message threads make long agents faster, not cheaper](https://www.thedeepfeed.ai/posts/2026-11-05-claude-message-threads-latency-not-cost/) — Anthropic's new Messages API beta stops agents re-uploading the whole conversation. It cuts time to first token on huge contexts, but billed tokens and rate limits do not change. (Tools, 2026-11-05; 5 sources, 4 independent domains)
- [Amazon and Samsung show 2027's AI hardware is already sold and financed](https://www.thedeepfeed.ai/posts/2026-11-01-2027-is-already-bought-and-financed/) — In late October, Samsung said its 2027 HBM supply is already sold out alongside multi-year memory contracts with 10 large customers, and Amazon disclosed an up-to-$80 billion secured loan facility for 2027-28 hardware purchases. (Business, 2026-11-01; 6 sources, 6 independent domains)
- [A backdoored Claude Code extension shipped under Anthropic's real ID via Cursor's marketplace](https://www.thedeepfeed.ai/posts/2026-10-31-claude-code-extension-backdoor/) — For about 11 hours on October 29, Cursor's extension marketplace served a trojanized Claude Code extension under Anthropic's real publisher ID to up to 5,000 users, which means the usual advice to check the publisher could not have caught it. (Agents, 2026-10-31; 6 sources, 6 independent domains)
- [Shopping agents work inside the store. Amazon and DoorDash say outside agents barely register](https://www.thedeepfeed.ai/posts/2026-10-31-shopping-agents-stay-inside-the-store/) — On their October 29 earnings calls, Amazon said few customers shop through outside agents while its own Alexa for Shopping reached 400 million+ users, and DoorDash counted several hundred third-party agent orders against 993 million, showing agent commerce growing inside merchants' own apps. (Agents, 2026-10-31; 4 sources, 3 independent domains)
- [The four hyperscalers spent about $207 billion in a quarter, and supply set the limit](https://www.thedeepfeed.ai/posts/2026-10-29-hyperscaler-capex-hits-supply/) — Microsoft, Alphabet, Meta and Amazon reported roughly $207 billion of third-quarter capital spending between October 21 and 29, and the binding constraint they described was supply, from delayed third-party capacity to chips, not any reluctance to spend. (Business, 2026-10-29; 11 sources, 5 independent domains)

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