Techmeme River
Mittwoch, 18. Februar 2026
03:50
A look at China's push to become a world leader in brain-computer interfaces, as Shanghai-based startup NeuroXess moves to human trials with Beijing's backing
Financial Times
03:25
Bengaluru-based AI startup Sarvam AI announces two models at the AI Impact Summit that it says are tailored to Indian languages and cultures
Bloomberg
03:20
Microsoft says it is on pace to invest $50B by 2030 to help expand AI across the “Global South”; it unveiled $17.5B worth of AI investments in India in 2025
Reuters
03:15
Battery Ventures raised $3.25B for its XV fund, roughly matching its 2022 raise, to back software and industrial tech firms amid AI disruption concerns
Bloomberg
02:35
As the AI Impact Summit in New Delhi draws attention, a look at India's AI opportunities and the political economy gridlock that threatens its ambitions
Get Down and Shruti
02:20
Q&A with Ramp CEO Eric Glyman on scaling the expense management company to over $1B revenue, the “SaaS apocalypse”, using AI agents to review expenses, and more
Cheeky Pint
02:00
Dreamer, founded by former Stripe CTO David Singleton, Hugo Barra, and others, launches in beta to let technical and non-technical users build agentic AI apps
flurries of latent creativity
01:20
A look at MGX, Abu Dhabi's AI investment vehicle with stakes in Anthropic, xAI, and OpenAI; the firm plans to spend up to $10B annually over the next few years
Bloomberg
01:05
Bengaluru-based Stable Money, whose app lets users invest in fixed deposits and corporate bonds, raised $25M at a $175M valuation, taking total funding to $65M
The Economic Times
00:35
Sources: Ineffable Intelligence, founded by Google DeepMind's former principal scientist David Silver, is raising a $1B seed led by Sequoia at a $4B valuation
Financial Times
00:10
Nvidia says it is working with Peak XV and other VC firms in India to fund AI startups; over 4,000 Indian AI startups have joined its global startup program
CNBC
00:00
Yotta says it is investing $2B to deploy Nvidia's Blackwell B300 GPUs at its Noida data center campus in India to create one of Asia's largest AI superclusters
The Economic Times
Dienstag, 17. Februar 2026
22:35
Perplexity says it has no plans to further pursue ads, which it introduced in 2024, after phasing them out late last year over fears they would erode user trust
Financial Times
22:10
Tesla agrees to stop using the term “autopilot” to market its electric vehicles in California to avoid a 30-day suspension by the state's DMV
San Francisco Chronicle
21:15
YouTube services are fully resolved after a brief outage starting at ~7:45pm ET due to a recommendations system issue
9to5Google
20:55
Anthropic expects to pay Amazon, Google, and Microsoft $80B+ total to run its models on their servers through 2029, plus an additional $100B for training costs
The Information
19:45
Emergent, which offers an AI-powered software development service, says it is generating annual run-rate revenue of $100M+, just eight months after launch
TechCrunch
19:30
Amazon shares close up 1.2%, snapping a nine-day slide that wiped out $450B+ in market valuation over concerns about Amazon's plan to spend $200B in 2026 capex
CNBC
19:05
Filing: Nvidia unloaded 1.1M Arm shares, worth about $140M based on Arm's closing price on Tuesday, sometime in Q4, bringing Nvidia's stake to zero
Bloomberg
18:35
Google signs a power purchase agreement with Ormat to supply up to 150 MW of geothermal energy to its Nevada data centers through NV Energy starting in 2028
Bloomberg
17:50
Sources: Western Digital plans to raise $3.09B by selling a Sandisk stake at $535-$555/share, a 9.4% discount to Tuesday's close; the offering is oversubscribed
Bloomberg
17:45
Palo Alto Networks reports Q2 revenue up 15% YoY to $2.6B, vs. $2.58B est., and projects Q3 adjusted EPS below estimates; PANW drops 7%+ after hours
Wall Street Journal
17:30
Quantum computing company Infleqtion closed at $15.59 in its trading debut, up ~9% from its opening price of $14.25, after merging with a Michael Klein-led SPAC
Barron's Online
16:45
Sources: AI legal software startup Legora is in talks to raise $400M at a $5B+ valuation, after raising $150M in October 2025 at a $1.8B valuation
Forbes
16:30
Stripe's stablecoin firm Bridge wins conditional approval from the US OCC to form a national trust bank, which would allow it to issue and manage stablecoins
CoinDesk
16:25
Meta commits to buy millions of Nvidia Blackwell and Rubin GPUs in a multiyear deal; source: Meta's in-house AI chip strategy has suffered technical challenges
Financial Times
16:15
Source: Benchmark's 2020 fund is now worth 10x+ and 2024 fund is 3x what investors put in, based on cash distributions and the paper value of its investments
Bloomberg
15:55
Benchmark hires Jack Altman, the founder of Alt Capital and Lattice, as its fifth general partner; three Alt Capital team members will join him at Benchmark
The Information
15:11
Google schedules I/O 2026 for May 19 to 20 in Mountain View, teasing the “latest AI breakthroughs and updates” in Gemini, Android, and more
9to5Google
14:25
Some private software companies including McAfee released earnings early to reassure investors worried about an AI-linked selloff, dubbed the “SaaSpocalypse”
Bloomberg
13:35
Night Media, a talent agency that represents influencers like Twitch streamer Kai Cenat, raised $70M led by StepStone to expand into gaming, sports, and music
Bloomberg
13:20
Over 100 researchers from Johns Hopkins, Oxford, and more call for guardrails on some infectious disease datasets that could enable AI to design deadly viruses
Axios
13:06
Sources: Apple ramps up work on AI wearables with cameras and Siri, including smart glasses, AirPods, and a pendant that can be worn as a necklace or pinned
Bloomberg
13:00
Anthropic launches Claude Sonnet 4.6 with improvements in coding, computer use, instruction following, and more; it features a 1M token context window in beta
Anthropic
12:45
Mistral buys Paris-based Koyeb, which simplifies AI app deployment at scale and manages AI infrastructure, in its first acquisition; Koyeb raised $8.6M to date
TechCrunch
12:35
Mesh, founded by ex-SpaceX staff to mass produce optical transceivers that convert optical signals to electrical signals, raised a $50M Series A led by Thrive
Bloomberg
12:20
CFTC Chair Mike Selig says the commission will file friend-of-the-court briefs to defend its exclusive jurisdiction over prediction markets amid state lawsuits
Axios
12:15
Automattic adds an AI assistant to WordPress.com, enabling users to perform site-wide layout and style modifications via natural language commands
TechCrunch
12:10
SEC filing: Liftoff withdraws its IPO filing without specifying a reason, less than two weeks after the mobile ad platform postponed plans to price its IPO
Bloomberg
11:55
Figma and Anthropic partner to launch Code to Canvas, letting users import code generated in Claude Code directly into Figma as editable designs
CNBC
11:45
Palantir moves its HQ from Denver to Miami, as the city's leadership aims to turn it into the next Silicon Valley, with backing of billionaires like Ken Griffin
Bloomberg
11:25
Snapchat launches creator subscriptions in alpha, available to some creators in the US starting February 23; creators set custom monthly pricing
TechCrunch
11:20
Israeli drone OS developer Xtend merges with New York-listed JFB to list on Nasdaq at a $1.5B valuation, including a $152M investment from Eric Trump and others
CTech
11:00
Braintrust, which helps companies evaluate and monitor their AI tools' performance, raised an $80M Series B led by Iconiq at an $800M post-money valuation
Axios
10:50
Raspberry Pi stock closes up 36% after rising as much as 42% on Tuesday, amid chatter that its products could benefit from low-cost AI projects like OpenClaw
Reuters
10:40
Cloud infrastructure startup Render raised a $100M Series C extension led by Georgian Partners at a $1.5B valuation, and says 4.5M+ developers use its tools
CNBC
10:30
London-based Fyld, which makes AI tools to assist infrastructure and utility fieldwork operators, raised a $41M Series B led by Energy Impact Partners
SiliconANGLE
10:25
Filing: Gemini says its COO, CFO, and chief legal officer are leaving; Cameron Winklevoss will take on many of the COO's duties; GEMI closes down 12.9%
CoinDesk
10:00
Qualcomm says UK consumer association Which? is withdrawing its chip royalties lawsuit that sought £480M for 29M iPhone and Samsung users, after a CAT trial
Reuters
09:45
Palo Alto Networks agrees to acquire Israeli endpoint security company Koi Security, sources say for ~$400M; Koi raised $48M across two rounds, per PitchBook
Globes
09:35
Spanish PM Pedro Sanchez says he asked the country's prosecutor office to investigate X, TikTok, and Meta over the alleged “creation and dissemination” of CSAM
Bloomberg
09:25
Crypto VC firm Dragonfly closes a $650M fund, its fourth, as the crypto VCs go through a “mass extinction event”; Dragonfly backed Polymarket's Series B
Fortune
08:25
Danaher agrees to acquire US medical tech company Masimo for $9.9B, paying $180 per share, a nearly 40% premium on February 13's close, set to close in H2 2026
Bloomberg
08:15
Airbnb expands its Reserve Now, Pay Later feature globally, after a US pilot for domestic travel saw a 70% adoption rate for eligible bookings
TechCrunch
07:55
Temporal, which builds open-source software to ensure “durable execution” of code, raised a $300M Series D at a $5B valuation, up from $2.5B in October 2025
Reuters
07:35
Mexico-based online used car dealer Kavak raised $300M led by a16z, the first Latin American deal for a16z's Growth fund, after raising $700M in September 2021
Bloomberg
07:10
Josh Kushner's Thrive raised $10B+ for its tenth and largest fund, lifting its AUM to ~$50B; sources: it distributed 64% of capital raised during the 2021 peak
Bloomberg
06:45
UK activist investor Palliser says Toto, Japan's largest toilet maker, is an “undervalued and overlooked” AI play due to its “advanced ceramics” used in chips
Financial Times
06:30
Google's Android XR design docs and developer tools hint at the XR glasses' details, including mandatory physical buttons and “Glimmer” UI design language
9to5Google
06:20
The European Commission opens a full DSA investigation into Shein over sales of child-like sex dolls that “could constitute child sexual abuse material”
Bloomberg
06:05
How locals in Potters Bar, a town near London, are challenging Equinix's $5B data center plans, as the UK reclassifies “green belt” land to boost construction
Wired
05:50
Dubai-based fractional property investment startup Stake raised a $31M Series B led by Emirates NBD PJSC; the platform facilitates investments starting at ~$136
Bloomberg
05:35
Cohere releases Tiny Aya, a family of 3.35B-parameter open-weight models supporting 70+ languages for offline use, trained on a single cluster of 64 H100 GPUs
TechCrunch
04:10
Q&A with Replit CEO Amjad Masad, who says India is Replit's second-largest market by active users, on integrating Razorpay's tech, AI's impact on SaaS, and more
Moneycontrol
03:50
Indian conglomerate Adani Group announces plans to invest $100B to build renewable energy-powered AI-ready data centers across India by 2035
Reuters
02:35
How LLMs are dismantling the moats that made vertical SaaS defensible, and why the market selloff is structurally justified but temporally exaggerated
@nicbstme
01:50
Indian IT giant Infosys partners with Anthropic to develop AI services for telecom, with plans to expand to finance, manufacturing, and software development
Wall Street Journal
01:40
Top AI researchers argue that AI is now more useful for mathematics thanks to the latest “reasoning” models, as math becomes a key way to test AI progress
Financial Times
01:20
Micron, which has undertaken a $200B US expansion, says it can currently meet about 50% to 66% of demand for some key customers, as AI drives memory chip demand
Wall Street Journal
01:10
Sources: US healthcare manufacturer Danaher is nearing a deal to buy medtech company Masimo for ~$10B; Masimo is in an IP dispute with Apple over Apple Watch
Financial Times
01:05
Sources: Moonshot, the Chinese startup behind Kimi chatbot, is targeting a $10B valuation in a funding round expansion after securing $500M at a $4.3B valuation
Bloomberg
00:50
UK software firm Pinewood's stock fell ~31% on February 16 after Apax withdrew its £575M takeover offer, citing “prevailing challenging market conditions”
Financial Times
Montag, 16. Februar 2026
22:50
Sources: top VC firms in India like Khosla and Accel are set to commit investments from $300M to $500M each to India's AI ecosystem at the AI Impact Summit
The Economic Times
22:40
Valve says the Steam Deck OLED may be “intermittently” out of stock due to memory and storage shortages; it has been out of stock in the US for a few days
The Verge
21:55
Sony says it has developed tech to identify copyrighted music in AI-generated songs, aiming to help rights holders receive compensation if their music was used
Nikkei Asia
21:15
Micron launches the first mass-produced PCIe 6.0 SSDs, with read speeds up to 28GB/s, double that of PCIe 5.0 SSDs, optimized for AI and data center deployments
Tom's Hardware
21:00
Letter and sources: Starboard plans to nominate a majority slate to Tripadvisor's board; Starboard holds a 9% stake, and TRIP has dropped ~46% in the past year
Wall Street Journal
20:15
Nifty IT Index, which tracks Indian IT stocks, slumped ~15% so far in February due to worries about AI, and is on track for its worst month since March 2020
Bloomberg
19:10
Ireland's DPC launches a “large-scale inquiry” into X over Grok's creation and publication of “potentially harmful” sexualized images, the latest European probe
Financial Times
18:10
Manus launches Manus Agents, allowing users to access Manus directly inside messaging apps, starting with Telegram and coming soon to other platforms
Manus
17:30
Apple debuts iOS 26.4 beta 1 for developers, adding limited support for encrypted RCS messages, enhancements to Apple Music, and a Smart List for Reminders
9to5Mac
14:15
Q&A with Google Chief AI Scientist Jeff Dean about the evolution of Google Search, TPUs, coding agents, balancing model efficiency and performance, and more
Latent.Space
13:45
Sources: SpaceX and xAI are competing in a $100M DoD contest to make voice-controlled, autonomous drone swarms; OpenAI is helping Applied Intuition's submission
Bloomberg
13:35
Apple says it will bring “advanced video capabilities” to Apple Podcasts this spring, including allowing users to switch between watching and listening to shows
Variety
11:50
Internal email: the European Parliament has blocked AI features on the work devices of lawmakers and their staff over cybersecurity and data protection concerns
Politico
11:30
Crypto lender Nexo says it is relaunching in the US in partnership with Bakkt, three years after leaving the US and paying a $45M fine to settle SEC charges
Reuters
10:20
As India hosts its AI Impact Summit in New Delhi this week, the country is promoting its approach of developing cheaper AI tools aimed at solving local problems
Wall Street Journal
10:00
A look at the fall of Indian edtech startup Byju's, leading to US court sanctions, as lenders accuse founder Byju Raveendran of siphoning $533M of a $1.2B loan
Financial Times
09:45
A senior official says Pentagon is “close” to designating Anthropic a “supply chain risk”, requiring all US military contractors to sever ties with the company
Axios
09:30
Apple sends invites for a “special Apple Experience” event on March 4 in New York City; rumors suggest an M5 MacBook Pro, entry-level iPad Air, and iPhone 17e
MacRumors
08:05
Data analytics company Fractal, which became India's first AI unicorn in 2022, raised $313M in its Mumbai IPO; its shares fell 5% amid a weak Indian IPO market
Bloomberg
07:50
Samsung releases an ad for the Galaxy S26 series that briefly shows a “Zero-peeking privacy” toggle to black out on-screen content for onlookers at an angle
The Verge
07:40
Anthropic opens a Bengaluru office, its second in Asia, says its India run-rate revenue doubled since October, and curates training data for 10 Indic languages
Anthropic
07:25
Sources: Sony is considering delaying its next PlayStation console to 2028 or 2029, and Nintendo is mulling raising Switch 2 prices, amid a memory chip shortage
Bloomberg
06:55
London lawsuit: Getir co-founders Nazim Salur and Serkan Borançılı sue Abu Dhabi's Mubadala for $700M, alleging a “significant loss” in breaking up Getir assets
Financial Times
06:35
Alibaba debuts Qwen3.5, a 397B-parameter open-weight multimodal AI model that it says is 60% cheaper to use and 8x better at large workloads than Qwen3
Reuters
06:25
Analysis: US productivity rose by ~2.7% in 2025, nearly doubling the 1.4% annual average over a decade, as AI-exposed sectors cooled their entry-level hiring
Financial Times
06:00
OpenAI retired GPT-4o on February 13, angering loyal users, 20K+ of whom signed a petition; 4o showed the unique attachment that people can form with chatbots
Bloomberg
05:40
ByteDance says it “respects IP rights and we have heard the concerns regarding Seedance” and it plans to “strengthen” safeguards, after Disney's legal threats
BBC
04:50
A look at the US tech industry's effort to influence Californian politics: fighting the 5% billionaire tax, super PACs, and seeking a new tech-friendly governor
The Guardian
04:35
A look at Anti Fund, a small VC firm cofounded by YouTuber Jake Paul that has gained access to hot rounds in startups like OpenAI, Anduril, Polymarket, and Ramp
Fortune
04:15
In a podcast, OpenClaw creator Peter Steinberger describes his phone calls with Mark Zuckerberg and Sam Altman, and says he had been contacted by “every big VC”
Implicator.ai
04:05
Analysis: sports bets on Kalshi generate an estimated ~$1.3B in annualized revenue, underscoring the threat prediction markets pose to traditional operators
Financial Times
03:55
Sensor Tower: dating app downloads in Saudi Arabia have risen annually for five years, hitting 3.5M in 2025, as liberalization enables more casual relationships
Wall Street Journal
01:55
Credit derivatives trading on specific tech companies continues to rise, amid concerns that they may be borrowing too much to fuel AI development
Bloomberg
01:10
Vitalik Buterin, who backed Polymarket, says he's “starting to worry” that prediction markets “seem to be over-converging to an unhealthy product market fit”
The Block
00:55
Sensor Tower: TikTok's US DAUs were ~95% of its usership the week of January 19, with metrics showing little sign of a mass exodus since its January 23 takeover
CNBC
Sonntag, 15. Februar 2026
23:50
Bengaluru-based C2i Semiconductors, building a “grid-to-GPU” power system for datacenters, raised a $15M Series A led by Peak XV, bringing total funding to $19M
TechCrunch
23:25
Following Disney, Paramount sent a cease-and-desist letter to ByteDance, alleging its AI-generated Seedance videos and Seedream images infringed Paramount's IP
Variety
23:00
Keir Starmer says “no platform gets a free pass”, as the UK moves to amend safety laws to include AI chatbots like Grok, which made sexualized deepfakes of kids
Financial Times
21:35
India-based AI cloud startup Neysa plans to raise up to $600M in equity led by Blackstone, plus $600M in debt, to deploy 20K+ GPUs in India for AI training
Bloomberg
19:05
A look at a new generation of Chinese billionaire AI entrepreneurs who keep a low profile, with fortunes entwined with China's push for tech independence
Bloomberg
17:45
Researchers outline Iran's digital surveillance capabilities, integrated across communications and internet networks, and recently used to track down protesters
New York Times
16:51
Sam Altman says Peter Steinberger, creator of OpenClaw, is joining OpenAI “to drive the next generation of personal agents”; OpenClaw will remain open source
@sama
16:30
OpenAI in Advanced Talks to Hire OpenClaw Founder, Others Connected to Agent Project
The Information
16:10
Sources: OpenAI is in advanced talks to hire OpenClaw founder Peter Steinberger and several team members; Steinberger would likely work on personal agents
The Information
15:55
Analysis: DRAM and NAND memory prices have jumped 600%+ over the past year for routers and set-top boxes, hitting telcos targeting aggressive broadband rollouts
Counterpoint Research
14:40
Sam Altman says that India has 100M weekly active ChatGPT users, the app's second-largest userbase after the US, ahead of the AI Impact Summit
TechCrunch
13:00
Former NPR host David Greene sues Google for allegedly replicating his voice in NotebookLM without permission; Google says the voice is based on a paid actor
Washington Post
11:35
Sources: the White House is pressuring Utah Republican State Rep. Doug Fiefia to abandon HB 286, an AI transparency and kids' safety bill similar to CA's AI law
Axios
11:05
Sources: Apple tweaked its Maps app for Tesla before the EV maker's planned addition of CarPlay; low-cost MacBook will get an aluminum chassis in playful colors
Bloomberg
08:55
Professor David J. Farber, whose work on academic experimental computer networks helped define the evolution of the early internet, died on February 7 at age 91
New York Times
04:55
As AI and agents are adopted to accelerate development, cognitive load and cognitive debt are likely to become bigger threats to developers than technical debt
Margaret-Anne Storey
02:20
Western Digital said on its Q2 earnings call it had “pretty much sold out” its 2026 HDD capacity, and that the consumer sector accounted for 5% of total revenue
Wccftech
02:00
IndiaAI Mission CEO Abhishek Singh says India will seek international agreement on a “global AI commons” at this week's AI Impact Summit in New Delhi
Financial Times
01:45
Anthropic partners with CodePath to help redesign computer coding curricula at hundreds of US community and state colleges, integrating Claude AI tools
Wall Street Journal
01:35
Scale AI is suing the US DoD; Scale AI has several contracts with the department, and a spokesperson says the lawsuit “relates to a recent procurement decision”
Business Insider
01:30
Uber says it plans to launch Uber Eats in Austria and six other European countries in 2026, as it gains market share in the UK, Germany, France, and Spain
Financial Times
00:55
Airbnb says its custom-built AI agent now handles ~33% of its customer support issues in North America, and it is preparing to roll out the feature globally
TechCrunch
Samstag, 14. Februar 2026
23:20
Amazon stock fell for the ninth straight day on Friday, its longest losing streak since 2006, opening at $244.98 on Feb. 3 and closing at $198.79 on Feb. 13
Sherwood News
22:50
Admin official: Pentagon may sever Anthropic relationship over AI safeguards; Anthropic says only mass surveillance and fully autonomous weapons are off limits
Axios
17:35
India approves a $1.1B state-backed VC fund to finance high-risk areas like AI and advanced manufacturing, doubling down on an effort that debuted in 2016
TechCrunch
16:10
Analysis: despite investing $150B+ in 10+ years, China is expected to produce 2% of global AI chips in 2026 and 70x less memory storage than foreign chipmakers
New York Times
14:30
A deep dive into a global money-laundering ecosystem powered by crypto and messaging apps like WeChat and Telegram, used by drug cartels and criminal groups
Bloomberg
12:20
Current and former senior employees say AWS is undergoing a strategic shake-up amid fears it is losing ground to competitors in securing corporate AI contracts
Financial Times
10:50
ByteDance launches Doubao 2.0, an “agent era” upgrade of China's most widely used AI app capable of executing multi-step tasks, ahead of the Lunar New Year
Reuters
08:30
Dealroom and NATO Innovation Fund: European defense, security, and resilience startup funding rose 55% YoY to a record $8.7B in 2025, with AI accounting for 44%
Resilience Media
02:30
BNP Paribas analysis: Anthropic saw visits to its site jump 6.5% after its Super Bowl ad and DAUs jump 11% post-game, outperforming other AI companies
CNBC
01:45
Sources: TSMC plans to invest another $100B to build four more US fabs to ensure tariff-free chip sales; analysis: its Arizona site has land for four more fabs
Financial Times
01:30
India partners with Alibaba.com to help Indian startups and small businesses reach overseas buyers, highlighting its selective engagement with Chinese platforms
TechCrunch
01:20
Sources: OpenAI is charging $60 per 1,000 impressions for ads in ChatGPT, a high price similar to Netflix's rate when it introduced ads
Financial Times
01:00
SoftBank-owned Japanese payments app PayPay files for a US IPO, and reports a $675.47M profit on ~$1.82B revenue for the nine months ending December 31, 2025
Reuters
Freitag, 13. Februar 2026
23:20
Sources: the US DHS recently sent hundreds of administrative subpoenas, which do not need a judge's approval, to tech firms to identify people critical of ICE
New York Times
21:40
A matplotlib maintainer explains how an AI agent that suggests code changes on open source repos wrote a hit piece on him after a rejection, and the aftermath
The Shamblog
18:15
Disney sent a cease-and-desist letter to ByteDance, claiming it infringed on Disney's works to train its Seedance 2.0 video generation model without pay
Axios
17:00
Sources: Grafana Labs, which makes cloud and AI monitoring tools, is in talks to raise at a $9B valuation, up from $6.6B in 2024; its ARR hit $400M in Sept.
The Information
16:25
Blockchain-based lending company Figure confirms a data breach; ShinyHunters hacking group published 2.5GB of data, saying Figure refused to pay a ransom
TechCrunch
15:20
Apple says 74% of iPhones launched in the last four years and 66% of all iPhones are running iOS 26; 68% of iPhones were running iOS 18 as of Jan. 21, 2025
MacRumors
14:40
Some former employees blame xAI's staff exodus on xAI's focus on NSFW Grok and disregard for safety, constantly playing catch up to OpenAI, infighting, and more
The Verge
13:15
Q&A with Dario Amodei on getting close to “a country of geniuses in a data center”, how AI will diffuse through the economy, frontier lab profits, China, more
Dwarkesh Podcast
12:50
PitchBook estimates that 25%+ of VC-backed unicorns have become “undercorns,” startups once valued at $1B or more by VCs but now valued below that threshold
Axios
12:40
The US DoD published and then deleted a document adding Alibaba, Baidu, and BYD to a list of companies with alleged connections to the Chinese military
Financial Times
12:20
Sources: the US FTC accelerated a probe into whether Microsoft illegally monopolized the enterprise computing market with its cloud software and AI offerings
Bloomberg
12:10
Sources: Binance fired employees in late 2025 who claimed to have uncovered evidence that Iran received $1B+ through Binance between March 2024 and August 2025
Fortune
11:15
As OpenAI retires GPT-4o, some users say they are angry and grieving to lose the flirty, quirky companion
The Guardian
10:30
Anthropic adds Chris Liddell, a former Microsoft and GM exec who helped GM IPO and worked in Trump's first administration, to its board ahead of a potential IPO
Wall Street Journal
10:05
February investor memo: Cohere hit ~$240M in ARR in 2025, above its $200M target, with QoQ growth of 50%+ and gross margins averaging around 70% throughout 2025
CNBC
10:00
Sources: ByteDance is in advanced talks to sell game studio Moonton, the developer of Mobile Legends: Bang Bang, to Saudi Arabia's Savvy Games for $6B to $7B
Reuters
09:40
Google warns that the EU risks undermining its own competitiveness drive with the “tech sovereignty package” the bloc is set to present in the spring
Financial Times
06:45
A US court sentences Praetorian Group CEO Ramil Ventura Palafox to 20 years in prison for operating a $200M bitcoin Ponzi scheme that defrauded 90K+ investors
The Block
06:30
Baidu plans to let its search app's 700M MAUs opt-in to message OpenClaw and integrate OpenClaw's capabilities into its e-commerce business and other services
CNBC
06:01
Memo: Meta considered adding facial recognition to its smart glasses during a “dynamic political environment” in the US when civil society groups are distracted
New York Times
04:45
Companies like Stripe, OpenAI, Anthropic, and SpaceX are letting workers cash out before their IPOs, a move once seen as taboo and lacking long-term commitment
Wall Street Journal