THE TICKER[AI] Apple opened Siri AI to every app maker through its iOS 27.3 test version, with 15 Apple apps already connected.[AI] Fal, which runs AI image, video and text models for other companies, raised $1.3 billion at a $16 billion value, double its April value. Not investment advice.[AI] Apple's watchOS 27.3 test adds Live Rewind, a transcript of the last 15 seconds of sound, and Siri Recap conversation summaries for Apple Watch Series 12 and Ultra 4.[MED] The iOS 27.3 test brings back Apple's redesigned Health app, with a Health Age estimate and at-home strength, flexibility and balance checks.[LAUNCH] China's Kinetica-2 rocket put 18 Qianfan internet satellites into a polar orbit from Jiuquan at about 7:15 PM ET Monday, the only orbital launch in the window.[LAUNCH] SpaceX's USSF-432 Space Force launch from California slipped again, to no earlier than Friday at 7:46 PM ET.[ORBIT] NASA's Swift telescope is still expected to fall into the atmosphere around 3:30 AM ET Wednesday after nearly 22 years in space.[ORBIT] NASA Administrator Jared Isaacman favors boosting the Hubble Space Telescope higher rather than letting it fall uncontrolled, NASASpaceflight reports.[ORBIT] China described its plan to land two astronauts on the Moon by 2030 using two rocket launches that meet in orbit around the Moon, with test flights in 2027, 2028 and 2029.[ORBIT] Swiss startup Stellar Alpina showed plans for a small lunar lander and a space tug powered by a rotating detonation engine, and has raised 3.5 million Swiss francs.[AIR] BETA Technologies' third quarter sales rose 98% to $17.7 million, and it raised its 2026 sales forecast to $52 million to $57 million. Not investment advice.[MED] Servier said its drug sevasemten failed its main goal in a large trial for Becker muscular dystrophy.[MED] The FDA gave tentative approval to Dr. Reddy's generic of lenacapavir, a twice-a-year HIV prevention shot, to be sold for $40 a person a year in 120 lower-income countries.[MED] Doctors reported the first published case of base editing inside the body for alpha-1 antitrypsin deficiency: one 35 mg dose corrected the faulty gene in a 66-year-old patient's liver with no stray edits found.[MED] Washington state reported the first U.S. bird flu death of 2026, from the rarer H5N5 strain.[DEF] The Air Force asked companies how fast they could build more than 1,000 low-cost ERAM cruise missiles for Ukraine, with first deliveries within 3 months of a contract.[DEF] Former Army Secretary Dan Driscoll joined OpenAI as a senior counselor for national security.[DEF] Airbus dropped its Wingman drone design to focus on two drone warplanes for Germany, one aimed at 2029 and a larger one at 2032.[DEF] France ordered more ocean drones at the Euronaval show, including 8 mine-hunting drones and a second uncrewed combat submarine.[DEF] Baltimore County approved a $210 million, 30-year tax break for Anduril's planned shipyard at Sparrows Point, which promises more than 3,100 jobs.[POLICY] Florida's Public Service Commission voted 5 to 0 to reject Duke Energy's first plan for how data centers pay for power under a new state law.[POLICY] St. Johns County, Florida, paused new large data centers for one year, and Mooresville, North Carolina, paused new applications for 12 months.[POLICY] The CFTC cleared perpetual futures on individual U.S. stocks, trading products with no end date that until now lived mostly on crypto exchanges overseas. Not investment advice.[TOKEN] Broadridge, Computershare and Equiniti, which keep ownership records for about 99% of S&P 500 companies, joined NYSE's planned tokenized stock venue. Not investment advice.[TOKEN] Binance said its $6.3 billion theft began with fake job interviews and a tampered software install that hit its engineers over several months. Not investment advice.[TOKEN] Hong Kong's securities regulator said 17 tokenized funds are approved for ordinary investors, holding about $1.3 billion, with a tokenized gold fund trial next. Not investment advice.[WILD] Drax, Brookfield and Radiant plan an AI data centre of more than 1 gigawatt at Drax Power Station in England, with investment that could top £20 billion.[WILD] FirstQFM says a forecasting system run on a Rigetti quantum computer beat ordinary methods on 43 assets; the result is the company's own and not yet checked by others. Not investment advice.[WILD] After the market closed, AMD reported $13.4 billion in quarterly sales, up 45%, with data center sales up 97% to $8.5 billion on its new MI450 AI chips. Not investment advice.[WILD] Arista Networks, which makes the switches that link computers inside data centers, said quarterly sales rose 58.5% to $3.66 billion. Not investment advice.
LONGEVITYLife expectancy gained +0.6 yearsEscape velocity, our estimate 2036SN DATAOrbital launches YTD 256Top AI score 59 (Gemini 4 Carbon)Tokenized assets $39.3BNext launch in 2 days
Singularity Nightly

The future, explained every weeknight.

Evening Edition No. 7

Siri Opens Up to Every App, Florida Pushes Back on a Data Center Power Plan, and NASA Looks for a Way to Save Hubble

Covers Monday, November 2, 2026, 6:00 PM ET to Tuesday, November 3, 2026, 6:00 PM ET

Apple lets every app plug into Siri AI, an AI company called Fal doubles its value to $16 billion, a Chinese rocket lifts 18 internet satellites, NASA looks for a way to keep Hubble flying as Swift falls, BETA nearly doubles its sales, a Becker muscular dystrophy drug misses its goal, the Air Force asks for 1,000 low-cost cruise missiles for Ukraine, Florida regulators turn down a data center power plan on Election Day, NYSE lines up stock record keepers for tokens, and a UK power station plans a giant AI data centre.

Edited by Dennis W. Davis. AI-assisted; see How We Make This.

Apple's 14-inch MacBook Pro with M6, open. Siri AI's new developer test also reaches Macs in macOS 27.3
The 14-inch MacBook Pro with M6. Apple

In 60 Seconds

  • Apple now lets any app plug into Siri AI, so one day you may ask Siri to do a job across several apps in one sentence. App makers are testing it now; most people get it next year.
  • Florida's utility regulators voted 5 to 0 on Election Day against Duke Energy's plan for charging data centers for power, while voters in 10 states decide 41 local data center questions tonight.
  • NASA's Swift telescope falls back to Earth early Wednesday, and NASA's chief says Hubble should get a boost instead of the same fate.
  • Also: a Chinese rocket lifted 18 internet satellites, chipmaker AMD said its data center sales nearly doubled, and a UK power station plans an AI data centre worth up to about $26.8 billion.

On the Dashboard

The whole dashboard

New to Singularity Nightly? Start here

Lead Signal

Apple opens Siri's new AI brain to every app maker

Apple's new 14-inch MacBook Pro with M6, open
Apple's 14-inch MacBook Pro with M6. The Siri AI test for app makers covers Macs too, in macOS 27.3, as well as iPhone, iPad and Vision Pro. Apple

Apple told developers Tuesday that any app can now connect to Siri AI, the smarter version of its voice helper, starting with test versions of iOS 27.3, iPadOS 27.3, macOS 27.3 and visionOS 27.3 that arrived at about 1:08 PM ET. App makers use Apple's toolkit that lets an app describe what it holds and what it can do, so Siri, Spotlight and Shortcuts can use it without the app being opened. In the Glossary, Apple's way for an app to describe what it holds and what it can do, so Siri can act on it without the person opening the app. New skills let Siri chain several steps into one request, and Siri can find things inside an app through the Spotlight search index. Apple says 15 of its own apps, including Mail, Maps, Messages, Notes, Photos, Reminders and Safari, already work this way. Apple says the change "allows any app to bring its content and actions directly into Siri AI." It is a An early test version of software given to app makers before the public gets it. Things can still change or break. In the Glossary: it runs only in test builds for now, reaches customers in a few months, and apps can ship with it in the App Store in the spring. It works in English, French, Japanese, Korean, Portuguese and Spanish, with Traditional Chinese, Norwegian, Turkish and Vietnamese coming. It is not offered in the European Union on iPhone, iPad and Apple Watch, or to children under 13, and Apple says daily limits apply and wider use will cost a fee later. The same test version brings back a redesigned Health app and adds Live Rewind, a written record of the last 15 seconds of sound, on the newest Apple Watches, Cult of Mac reports.

The Desks

[AI] AI Models

Fal, a company that runs AI for others, doubles its value to $16 billion

Illustration: rows of glowing servers sending streams of light to phones and screens
Rows of computers answering a flood of requests. Illustration: Singularity Nightly (AI-generated)

Fal raised $1.3 billion in a funding round led by Bessemer Venture Partners that values it at $16 billion, double the $8 billion it was valued at in April, TechCrunch reported at 2:34 PM ET. Nvidia, Sound Ventures and T. Rowe Price also put money in. Fal sells Running an AI model that is already trained so it can answer a question or make a picture. It is different from training, and it is most of the everyday cost of AI services. In the Glossary, the work of running an A computer program trained on large amounts of data to recognize patterns and produce answers, text, images or actions. Chatbots such as ChatGPT and Claude run on AI models. In the Glossary that is already trained so it can answer a question or make a picture or video, which is different from the costly job of training it in the first place. Each time someone asks an AI for something, inference happens, so the bill grows with every new user. There was no new top AI model in the window: the Artificial Analysis Intelligence Index still has Gemini 4 Carbon (High) on top at 59 points. Not investment advice.

[LAUNCH] Launch and Orbit

A Chinese rocket lifts 18 more satellites for a giant internet network

Illustration: a slim rocket climbing from a desert launch site at dusk
A rocket climbing from a desert launch site at dusk. Illustration: Singularity Nightly (AI-generated)

CAS Space's Kinetica-2 rocket lifted off from the Jiuquan launch site in northwest China at about 7:15 PM ET Monday and placed 18 satellites into a polar orbit, one that passes over the North and South Poles. They belong to A Chinese satellite internet network run by Shanghai Spacesail. Its name means Thousand Sails, and it aims for more than 1,000 satellites. In the Glossary, which means Thousand Sails, a broadband internet network run by Shanghai Spacesail. Launch Library 2 says the network aims for 1,296 satellites by 2027 and 12,000 in the long run. A network this big is called a A network of hundreds or thousands of satellites working together, usually to provide internet from space. In the Glossary. Kinetica-2 stands about 53 meters tall and can carry up to 12,000 kilograms to low orbit, according to its public record, and this looks like only its second flight. It was the only orbital launch worldwide in the window, which makes 256 so far in 2026. American launches are quieter for now: SpaceX has paused Falcon 9 launches from Florida for at least 6 weeks to rebuild for Starship, and the next U.S. launch, USSF-432 from California, has slipped to Friday at 7:46 PM ET.

[ORBIT] Satellites and Orbit

As Swift falls, NASA looks for a way to keep Hubble flying

The Hubble Space Telescope floating above Earth after astronauts released it from the space shuttle Atlantis in May 2009
The Hubble Space Telescope just after astronauts released it from space shuttle Atlantis on May 19, 2009, the last time anyone visited it. NASA

NASA's retired Swift telescope is still expected to fall into the atmosphere around 3:30 AM ET Wednesday, after a private rescue mission failed this summer. On the failed rescue, NASA Administrator Jared Isaacman said, "This is not the outcome we were working toward." Isaacman wants to boost Hubble higher rather than let it fall uncontrolled, NASASpaceflight reported Tuesday; when NASA asked for ideas he said Hubble "still has important science ahead of it." Hubble has no engines of its own. On Oct. 29 NASA asked companies for ideas to boost it, repair it or bring it down safely, with a mission flying by 2032; one option is raising it to at least 600 kilometers. The Register says there is about a 10% chance Hubble falls back by September 2032 and a 50% chance by December 2033. The last astronaut visit, in May 2009, left a docking ring on Hubble that should make it easier to grab than Swift was. Astronomers ask for about 7 times more Hubble time than there is, and no replacement is planned before the 2040s.

[AIR] Air Mobility

BETA's electric aircraft business nearly doubles its sales

BETA Technologies' white ALIA electric aircraft parked on a flightline under clouds
A BETA Technologies ALIA electric aircraft on the flight line at Eglin Air Force Base, Florida, in October 2023. U.S. Air Force photo by Samuel King Jr.

BETA Technologies reported $17.7 million in sales for July to September, up 98% from $8.9 million a year earlier, and raised its forecast for 2026 to $52 million to $57 million. It still lost $119.1 million in the quarter, as young aircraft makers do while they build, and had $1.34 billion in cash at the end of September. Its A250, which takes off straight up like a helicopter, became the first electric aircraft of its kind to get an FAA An FAA permit that lets an aircraft that is not fully certified fly under limits, for example demonstrations with customers aboard. In the Glossary for market surveys, a permit that lets it fly demonstrations with customers aboard before it is fully certified. BETA says customers hold orders and options for 1,040 aircraft worth just over $4 billion, its fleet has flown more than 250,000 nautical miles, and its charging network has 168 sites. In the federal A small aircraft, usually an eVTOL, meant to carry a few passengers on short trips across or between cities, booked much like a ride-hailing car. In the Glossary test program it has started 6 of its 7 projects, carrying medical supplies in North Carolina, emergency equipment in Texas and cancer medicines in Utah. "This was our strongest quarter of revenue since inception," CEO Kyle Clark said. Not investment advice.

[MED] Medicine

A hoped-for Becker muscular dystrophy drug falls short in its big test

Illustration: muscle fibers under a microscope glowing in soft light
Muscle fibers under a microscope, glowing in soft light. Illustration: Singularity Nightly (AI-generated)

Servier said Tuesday at 8:00 AM ET that sevasemten did not meet its main goal in GRAND CANYON, an 18-month The last and largest stage of testing a new treatment in people before a company asks regulators to approve it. It usually involves hundreds or thousands of patients. In the Glossary in adults with An inherited disease, mostly in boys and men, in which muscles slowly weaken because a muscle protein is too short or too scarce. It has no approved treatment. In the Glossary, an inherited disease that slowly weakens muscles, mostly in boys and men. The trial compared the drug with a A look-alike treatment with no medicine in it. Comparing a drug with a placebo shows whether the drug itself is doing the work. In the Glossary, a look-alike with no medicine, and measured the A standard test of how well a person with muscular dystrophy can stand, walk, climb and get up from the floor. In the Glossary, a standard test of how well people stand, walk, climb and get up from the floor. Patients on the drug did no better, and the other goals were missed too. Servier says the drug stayed safe and well tolerated, and that the results do not match some earlier, smaller studies, so it is going back through the data. Servier bought the drug from Edgewise Therapeutics in June for $1.55 billion, STAT reports. Becker has no approved treatment. The Muscular Dystrophy Association said it was disappointed and will hold a webinar with Servier for families. "We learn from every trial conducted," the MDA said.

[DEF] Defense

The Air Force asks for more than 1,000 low-cost cruise missiles for Ukraine

Illustration: a small cruise missile flying low over the sea at dusk
A small cruise missile flying low over the sea. Illustration: Singularity Nightly (AI-generated)

The U.S. Air Force put out a A formal notice in which a government agency asks companies what they could offer, before it decides whether to buy anything. In the Glossary asking companies how they would build more than 1,000 A missile that flies like a small, pilotless plane, low and steady, to its target. In the Glossary, or ERAM, for Ukraine, Defense News reports. ERAM is a 500 pound class cruise missile, a missile that flies like a small plane, launched from aircraft from far enough away to keep the plane out of reach. The request asks for a range over 250 nautical miles and accuracy within 10 meters even when GPS signals are jammed. First missiles would be due within 3 months of a contract and all of them within 15 months. Answers are due Nov. 19. The Air Force said the weapon is "designed to provide affordable mass to the fight," meaning many cheaper weapons instead of a few costly ones. A version with a live warhead passed a test at Eglin Air Force Base in Florida in January, and the U.S. approved selling Ukraine 3,350 of them in August 2025.

[POLICY] Law and Policy

On Election Day, Florida regulators turn down a data center power plan

Illustration: a data center beside power lines and palm trees at dusk
A data center beside high-voltage power lines under an evening sky. Illustration: Singularity Nightly (AI-generated)

Florida's A state board that decides what electric, gas and water companies may charge and what they must do. In the Glossary, which sets what utilities can charge, voted 5 to 0 on Tuesday to reject Duke Energy Florida's A utility's special prices and contract rules for very big power users such as data centers, meant to make them pay what it costs to serve them. In the Glossary, the special rules for charging very big power users such as A building full of computers that store data and run online services. Data centers for AI use large amounts of electricity. In the Glossary. It was the first plan filed under a state law that took effect July 1 and says each big customer must pay its own full cost. Duke's plan covered sites using 50 megawatts or more, with 20-year contracts. The commission's staff had recommended a no, finding it could not make sure each data center paid its own way, and Duke can file again. Chair Gabriella Passidomo Smith said the vote "reinforces our commitment to upholding those protections." The same day, St. Johns County, Florida, paused new large data centers for a year, after Mooresville, North Carolina, paused new applications for 12 months on Monday night. Voters in 10 states are deciding 41 local data center measures today, with results after polls close tonight.

[TOKEN] Tokenized Assets

The companies that keep track of who owns America's biggest stocks sign on with NYSE's token venue

Illustration: an old stock certificate dissolving into glowing tokens
A stock certificate turning into glowing digital tokens. Illustration: Singularity Nightly (AI-generated)

The New York Stock Exchange said Tuesday that Broadridge, Computershare, Equiniti and Superstate are joining Securitize and tZERO in supporting its planned venue for tokenized shares that companies issue themselves. These firms are A regulated firm that keeps the official list of who owns a company's shares. In the Glossary, which keep the official list of who owns a company's shares. Broadridge, Computershare and Equiniti together serve nearly 5,000 listed companies, including about 99% of the S&P 500, ETHNews reports. Broadridge plans to let tokenized shareholders vote on company matters right from their digital wallets. CEO Tim Gokey said it is "building the governance layer for tokenized equities." The venue plans round-the-clock trading but still needs regulators' approval, with no launch date. Tokenized In blockchain finance, a traditional asset that exists outside the blockchain, such as a Treasury bill, a loan or a building, represented by a token on one. Often shortened to RWA. In the Glossary total $39.27 billion, per RWA.xyz.

[WILD] Wildcard

A UK power station plans one of Britain's biggest AI data centres

Illustration: a power station with cooling towers beside new data halls at sunrise
A large power station with cooling towers beside new data halls at sunrise. Illustration: Singularity Nightly (AI-generated)

Drax, Brookfield and Radiant announced a plan on Tuesday to build more than 1 One billion watts, roughly the electricity a mid-size city uses. In the Glossary of AI data centre space at Drax Power Station in North Yorkshire, England. Brookfield estimates the total could top £20 billion, about $26.8 billion, Investing.com reports. The first phase, up to 100 megawatts, would run from early 2028, with up to 500 megawatts between 2028 and 2031 and more after that. The 1,000 acre site already has about 4 gigawatts of grid connection and 2.6 gigawatts of Power plants that can turn up or down when needed, unlike wind and solar, which depend on the weather. In the Glossary, plants that can turn up or down on demand, unlike wind and solar. Planning approval, a tenant and final investment decisions are still needed. Drax CEO Will Gardiner said it "could become one of the largest data centres in the UK." Drax shares rose more than 8%, and Citi analysts said the deal reads more like an early agreement than a finished one. The partners promise a fund for the local community.

Watch

Fresh uploads from our usual channels were thin today, so tonight's picks come from Dr. Alexander Wissner-Gross, one of the people we follow.

Play video: The Innermost Loop: Dr. Alexander Wissner-Gross's video briefing for Nov. 2, on AI benchmarks, data center pauses and Anthropic's filing.
The Innermost Loop: Dr. Alexander Wissner-Gross's video briefing for Nov. 2, on AI benchmarks, data center pauses and Anthropic's filing. Watch on YouTube

Disclosure: Singularity Nightly is drafted with help from Anthropic's Claude. We cover Anthropic like any other company.

In case you missed it:

Play video: The Innermost Loop: Dr. Alexander Wissner-Gross's video briefing for Nov. 1.
The Innermost Loop: Dr. Alexander Wissner-Gross's video briefing for Nov. 1. Watch on YouTube

Voices

  • Elon Musk wrote that "Future AI that would be smarter than the best humans at nearly every task. No such system exists yet; some labs are working toward it and others warn about it. In the Glossary compute will obviously be overwhelmingly in space." source (opinion)
  • Peter Diamandis argued that ordinary people should get lasting ownership stakes in AI rather than one-time payments: "My bet is on ownership that compounds." source (opinion)
  • Dr. Alexander Wissner-Gross, on home robots slipping and carmakers turning to 3D printing: "Atoms still move slower than tokens." source (opinion)

By the Numbers

  • 15: Apple apps already connected to Siri AI. Apple
  • $16 billion: Fal's new value, double April's. TechCrunch Not investment advice.
  • 1: orbital launches worldwide in the window; 256 so far in 2026. Launch Library 2
  • 600 kilometers: one height NASA is asking about for boosting Hubble. The Register
  • 98%: BETA's rise in quarterly sales, to $17.7 million. BETA
  • $40 a year: price of the generic twice-yearly HIV prevention shot in 120 countries. STAT
  • 1,000+: low-cost cruise missiles the Air Force is asking about for Ukraine. Defense News
  • 5 to 0: Florida regulators' vote against Duke's data center power plan. Florida Phoenix
  • 99%: share of S&P 500 companies served by the three transfer agents joining NYSE's token venue. ETHNews
  • £20 billion: possible investment in the Drax data centre plan. Drax
  • $8.5 billion: AMD's data center sales in the quarter, up 97%. AMD Not investment advice.
  • 59: the top score on the A combined score from Artificial Analysis, an independent testing company, that ranks AI models across many reasoning, knowledge, math and coding tests. Higher is better. In the Glossary, still Gemini 4 Carbon. Artificial Analysis
  • 47: novel drugs approved by the FDA in 2026, unchanged. FDA
  • $39.27 billion: tokenized real-world assets, excluding A digital token designed to stay worth a fixed amount, usually one U.S. dollar, backed by cash and safe assets such as Treasury bills. In the Glossary. RWA.xyz Not investment advice.

Tomorrow's Watchlist

  • Tue Nov. 3, from 7:00 PM ET: polls close in most states; results on 41 local data center measures follow.
  • Wed Nov. 4, about 3:30 AM ET: Swift falls back into the atmosphere.
  • Wed Nov. 4, 11:00 AM ET: astronaut Anil Menon and YouTuber Mark Rober talk with students from the space station for National STEM Day, on NASA's YouTube.
  • Wed Nov. 4 (expected): Kimi K3.1 Pro An AI model whose trained settings, called weights, are published so anyone can download it and run it on their own computers. It is like publishing the recipe, not just selling the dish. In the Glossary from Moonshot AI; Agility Robotics merger closes.
  • Wed Nov. 4, 5:00 PM ET: Joby quarterly results.
  • Thu Nov. 5, 8:10 AM ET: When astronauts in spacesuits leave their spacecraft to work outside it. In the Glossary to install the last two new solar arrays on the space station; Agility begins trading as AGLT.
  • Thu Nov. 5 to Mon Nov. 9: AASLD liver meeting in Denver.
  • Fri Nov. 6: American Heart Association meeting begins (to Nov. 9); Ceres-2 launch from China, 6:35 PM ET; Falcon 9 USSF-432 from Vandenberg, 7:46 PM ET (date may move).
  • Coming up: Archer results Nov. 9; Vulcan returns Nov. 13; Electron's 100th flight Nov. 14; ERAM answers and the FCC open meeting on drone The range of radio frequencies used by phones, TV, Wi-Fi and drones. MHz, or megahertz, measures where a band sits and how wide it is. In the Glossary Nov. 19.