Techmeme River
Sonntag, 15. Februar 2026
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 WH is pressuring Utah Republican State Rep. Doug Fiefia to abandon HB 286, an AI transparency and kids' safety bill similar to California'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
Abhishek Singh, CEO of IndiaAI Mission, 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
01:00
A look at Higgsfield, an AI video startup that grew to $300M ARR within 11 months, as it faces a creator backlash over aggressive and shocking marketing tactics
Forbes
Donnerstag, 12. Februar 2026
22:50
The MPA urges ByteDance to curb its AI video model Seedance 2.0, after an AI-generated video of Tom Cruise and Brad Pitt fighting on a rooftop went viral
Variety
21:55
The suspect believed to be behind the mass shooting in Tumbler Ridge, Canada made a Roblox game simulating a mall shooting; Roblox says it removed the account
404 Media
21:20
Anna's Archive quietly starts releasing millions of tracks from its Spotify scrape, despite a preliminary injunction against distributing the copyrighted works
TorrentFreak
20:35
Sources: the Trump administration has shelved tech security measures against China, including data center equipment curbs, ahead of a Trump-Xi meeting in April
Reuters
20:05
Amazon's Ring cancels its partnership with Flock Safety, which would have let law enforcement agencies request footage from Ring doorbell users, after backlash
The Verge
19:05
Apple's stock fell 5% on February 12, its worst day since April 2025, following FTC scrutiny of Apple News and reports of delays to Siri's anticipated AI update
CNBC
18:50
Applied Materials reports Q1 revenue down 2% YoY to $7.01B, vs. $6.86B est., net income up 71% YoY to $2B, and forecasts Q2 revenue above est.; AMAT jumps 10%+
Bloomberg
18:40
A US jury finds Apple did not infringe Optis' 4G wireless technology patents, after two earlier trial verdicts Optis had won were overturned
Reuters
17:50
Russia confirms it has blocked WhatsApp, citing Meta's “unwillingness to comply with Russian law”, and proposes that Russians switch to the state-owned Max app
Reuters
17:45
In a memo to US lawmakers, OpenAI accused DeepSeek of using distillation techniques to train the next generation of R1 and “free-ride” on leading US AI models
Bloomberg
17:20
Coinbase reports Q4 revenue down 22% YoY to $1.78B, vs. $1.84B est., transaction revenue down 37% YoY to $983M, and a $667M loss, vs. a $1.3B profit in Q4 2024
Decrypt
16:50
Didero, which provides an agentic AI layer that integrates with ERP systems to automate supply chains, raised a $30M Series A co-led by Chemistry and Headline
TechCrunch
16:45
Instacart reports Q4 revenue up 12% YoY to $992M, vs. $974M est., gross transaction value up 14% YoY to $9.85B, and gives strong Q1 guidance; CART jumps 15%+
CNBC
16:40
Roku reports Q4 revenue up 16% YoY to $1.39B, vs. $1.35B est., and an $80.5M net income, vs. a $35.5M net loss in Q4 2024
The Wrap
16:30
Airbnb reports Q4 revenue up 12% YoY to $2.78B, vs. $2.72B est., Nights and Seats Booked up 10% YoY to 121.9M, and forecasts Q1 revenue above estimates
CNBC
16:27
Pinterest reports Q4 revenue up 14% YoY to $1.32B, vs. $1.33B est., MAUs up 12% YoY to 619M, vs. 613M est., and forecasts Q1 revenue below est.; PINS drops 20%+
CNBC
16:15
Highspot, which has raised $650M and makes AI-powered sales enablement software, plans to merge with rival Seismic; the combined company will be called Seismic
GeekWire
16:00
IBM says it plans to triple entry-level hiring in the US in 2026 “for all these jobs that we're being told AI can do”, affecting a wide range of departments
Bloomberg
15:45
Cisco's stock closed down 12.3% on February 12 as rising memory prices put pressure on the networking company's margins; it was the stock's worst day since 2022
CNBC
15:20
Anthropic's latest funding round includes part of the $15B commitment from Microsoft and Nvidia in 2025; sources say the remainder was several times subscribed
Financial Times
15:10
An interview with OpenAI President Greg Brockman on donating $50M to AI and pro-Trump super PACs, how such donations serve a larger AI mission, and more
Wired
14:35
Ever, which says it is the first “AI-native, full-stack” retail marketplace for electric vehicles, raised a $31M Series A led by Eclipse
TechCrunch
14:25
Anthropic says its run-rate revenue hit $14B, growing over 10x annually in each of the past three years, and Claude Code's run-rate revenue has grown to $2.5B+
CNBC
14:12
Anthropic raised a $30B Series G led by GIC and Coatue and co-led by D. E. Shaw, Dragoneer, Founders Fund, Iconiq, and MGX at a $380B post-money valuation
Anthropic
14:00
Spotify says AI is helping it speed up coding and product velocity and its best developers “have not written a single line of code since December”
TechCrunch
13:45
Sources: Palo Alto Networks ordered the removal of direct attributions to China from a Unit 42 report on a hacking campaign over fears of retaliation from China
Reuters
13:20
ServiceNow is acquiring Pyramid Analytics, which makes business intelligence and analytics tools, sources say for hundreds of millions; Pyramid has raised $200M
Globes
13:15
OpenAI says GPT-5.3-Codex-Spark is its first AI model that runs on Cerebras chips, after they signed a $10B+ deal in January; Codex has 1M+ weekly active users
Bloomberg
13:11
OpenAI debuts a research preview of GPT-5.3-Codex-Spark, a smaller version of GPT-5.3-Codex that it claims generates code 15 times faster, for ChatGPT Pro users
ZDNET
13:05
Letter: the EU launched a new probe into Google for potentially “artificially increasing the clearing price” of ad auctions “to the detriment of advertisers”
Bloomberg
12:50
US DOJ antitrust chief Gail Slater says she is leaving, in a departure viewed as a victory for tech giants over some of MAGA's more populist voices
Axios
12:40
YouTube launches an app for the Apple Vision Pro, with standard videos, 180° and 360° videos, and YouTube Shorts; the M5-powered Vision Pro can play 8K videos
MacRumors
12:10
Opaque, which offers enterprise tools for data privacy in AI workflows, raised a $24M Series B at a $300M valuation, bringing its total raised to $55.5M
SiliconANGLE
11:42
MiniMax releases M2.5, claiming the model delivers on the “intelligence too cheap to meter” promise, priced at $0.30/1M input tokens and $1.20/1M output tokens
MiniMax
11:35
Waymo begins deploying its next-gen Ojai robotaxis, which it says can better navigate in harsh weather, starting with employees and their guests in SF and LA
CNBC
11:25
Sony launches the $330 WF-1000XM6 earbuds, with AI-powered beamforming mics for enhanced voice call clarity, improved ANC, and hands-free Gemini on Android
Bloomberg
11:22
Google updates Gemini 3 Deep Think to better solve modern science, research, and engineering challenges and expands it via the Gemini API to some researchers
The Keyword
10:35
ByteDance's new AI video generation model Seedance 2.0 goes viral in China, with one state-backed newspaper saying it is bigger than DeepSeek's “Sputnik moment”
Reuters
09:30
Israeli authorities charge a reservist and a civilian for allegedly using classified information to bet on “the occurrence of military operations” on Polymarket
Financial Times
09:10
Nvidia launches a native GeForce Now app on select Amazon Fire TV sticks, offering up to 1080p and 60fps gaming; Fire TV users previously had to sideload it
Engadget
08:45
Q&A with Stratechery's Ben Thompson on aggregation theory, AI, TikTok, ByteDance, AI agentic commerce, SaaS stocks, running Stratechery, TSMC, Stripe, and more
Cheeky Pint
08:35
Simile, which uses AI to help companies predict human behavior, including guessing items customers might buy, raised $100M led by Index and emerges from stealth
Bloomberg
08:20
Crypto transaction volume linked to suspected human trafficking, largely based in Southeast Asia, hit hundreds of millions of dollars in 2025, up 85% YoY
Chainalysis
07:45
A profile of Applied Intuition, which makes self-driving simulation software and booked ~$800M in 2025 revenue at 80%+ gross margins, as it expands beyond cars
Forbes
07:30
Anthropic donates $20M to Public First, a super PAC pushing for AI guardrails and transparency in opposition to OpenAI-backed PACs, ahead of the US midterms
New York Times
07:15
Google's TIG says Gemini has been inundated by “commercially motivated” actors who are trying to clone it, including one campaign that prompted it 100K+ times
NBC News
07:01
Alibaba says Qwen's e-commerce service, offering a ~$3.60 voucher, generated 120M+ orders from Chinese users over the past six days, ahead of the Lunar New Year
The Information
06:50
Waymo co-CEO Tekedra Mawakana expects the company to hit 1M+ paid weekly robotaxi rides in the US by the end of 2026, up from ~400K per week in six cities now
Bloomberg
06:35
Internal messages: Amazon steers teams to use its in-house AI coding assistant Kiro for production, prompting criticism as ~1,500 employees push for Claude Code
Business Insider
06:20
xAI all-hands: Nikita Bier says X hit $1B in ARR from selling $3- to $40-per-month subscriptions, but offered no details on ad revenue or other xAI financials
The Information
06:05
AI tools like Claude Opus 4.6 make engineers 10x more productive and are addictive, but also drain developers' energy, causing increasingly widespread burnout
Steve Yegge
05:50
Dutch payments company Adyen reports H2 2025 net revenue up 17% YoY to €1.27B and forecasts 2026 net revenue growth at 20%-22%, vs 22.8% est.; ADYEN falls 15%+
CNBC
05:40
Samsung says it sent the first commercial HBM4 shipments to customers; Samsung seeks to supply Nvidia and compete with memory rivals like SK Hynix and Micron
Bloomberg
05:05
Meta's auditor Ernst & Young raised a red flag over the financial engineering Meta used to keep its $27B Hyperion data center project off its balance sheet
Wall Street Journal
02:45
Private equity and private credit groups' big bets on SaaS companies, the biggest area of PE activity in the past decade, risk being derailed by the rise of AI
Financial Times
02:40
SoftBank reports Q3 net profit of ~$1.6B, below est., and Vision Fund posts a ~$2.4B gain, after a ~$4.2B gain in its OpenAI investment helped it offset losses
CNBC
02:25
Sources: some OpenAI executives were surprised by a WSJ report that OpenAI was aiming to IPO in December; OpenAI hopes to triple its ~$13B 2025 revenue in 2026
New York Times
02:20
Some of the biggest VC firms are backing both OpenAI and Anthropic; the growing trend of backing rival startups, once taboo, shows how AI has scrambled funding
Bloomberg
02:10
Google unveils WAXAL, a speech dataset under an open license for 21 African languages to drive inclusive tech development; African institutions own the dataset
Rest of World
01:50
Multiple responses from DeepSeek's namesake chatbot confirm that the startup has expanded the context window of its flagship AI model from 128K tokens to 1M+
South China Morning Post
01:45
Grab agrees to acquire US fintech company Stash Financial in a deal initially valued at $425M and forecasts FY 2026 revenue of $4.04B-$4.1B, below $4.13B est.
Reuters
01:25
Hong Kong-listed Chinese AI company stocks soared on February 12: Z.ai surged nearly 30% after releasing GLM-5 and MiniMax jumped 13.7% after launching M2.5
CNBC
01:20
Z.ai says it will raise prices by at least 30% for new GLM coding plan subscribers to accommodate surging demand for its AI coding tools
Reuters
01:10
Lenovo reports Q3 revenue up 18% YoY to $22.2B on strong PC sales ahead of expected memory price hikes and rising AI server demand; net income fell 21% to $546M
Bloomberg
00:55
Mustafa Suleyman says Microsoft is pursuing “true self-sufficiency” in AI by building models for enterprise and health care and reducing its reliance on OpenAI
Financial Times
00:50
The US DOJ says Peter Williams, the former boss of L3Harris' Trenchant, stole and sold tools that can hack millions of computers worldwide to a Russian broker
TechCrunch
00:35
The US CBP signs a one-year Clearview AI deal to use facial recognition on 60B+ public images for “tactical targeting” and “strategic counter-network analysis”
Wired
Mittwoch, 11. Februar 2026
23:50
YC's Garry Tan launches “Garry's List”, a nonprofit dedicated to supporting “moderate/pragmatic” political candidates and pro-growth policies in California
Mission Local
23:15
Microsoft fixes a Notepad vulnerability in Windows 11 that let attackers execute local or remote tools by tricking users into clicking malicious Markdown links
BleepingComputer
22:50
Coinbase rolls out Agentic Wallets, wallet infrastructure on the x402 protocol to let AI agents make autonomous crypto transactions “without human intervention”
The Block
22:40
Applied Materials reaches a $252M settlement with the US Commerce Department, resolving allegations it illegally exported chipmaking equipment to SMIC in China
Reuters
22:30
Disney agrees to pay $2.75M to settle California AG Rob Bonta's 2024 lawsuit alleging it violated the CCPA by failing to honor consumers' data opt-out requests
The Wrap
21:25
US FTC chair asks Tim Cook to review Apple News' ToS and curation, citing allegations that it promotes “left-wing” outlets and suppresses conservative sources
Financial Times
20:40
Sources: the Pentagon is pushing OpenAI, Anthropic, and others to make their AI tools available on classified networks without the standard user restrictions
Reuters
20:00
NYC-based Brandlight, which develops tools that help brands monitor how AI models perceive them, raised a $30M Series A led by Pelion Venture Partners
Axios
19:25
Russia removes WhatsApp, Facebook, and Instagram from a Roskomnadzor-run online directory, essentially blocking them in the country, unless users rely on a VPN
Financial Times
19:00
Cisco reports Q2 revenue up 10% YoY to $15.35B, above $15.12B est., and forecasts Q3 adjusted EPS only in line with estimates; CSCO drops 7%+
CNBC
18:40
AppLovin reports Q4 revenue up 66% YoY to $1.66B, above $1.61B est., and forecasts Q1 revenue and adjusted EBITDA above estimates; APP drops 6%+
Sherwood News
18:20
Robinhood launches a public testnet for Robinhood Chain, an Ethereum Layer 2 network on Arbitrum supporting 24/7 trading, with a broader rollout later in 2026
CoinDesk
17:40
xAI is now organized into four core areas: Grok's chatbot and voice product, Coding, Imagine, and Macrohard, an AI software company run by digital agents
Bloomberg
17:30
Elon Musk announces xAI implemented a reorganization that “required parting ways with some people”, after two xAI co-founders said they were leaving this week
CNBC
16:55
Social media addiction trial in LA: Adam Mosseri says social media is not “clinically addictive” and that Meta is careful to test features used by young people
New York Times
16:25
Anthropic says it will upgrade US power grid infrastructure, generate new power, and cover consumer price increases to minimize the effects of its data centers
NBC News
16:05
EssilorLuxottica says it sold 7M+ Meta AI glasses in 2025, including under Ray-Ban and Oakley, up from the 2M that the company sold in 2023 and 2024 combined
CNBC
15:55
BlockFills, a crypto liquidity provider and lender to ~2,000 institutional clients, halts deposits and withdrawals over “recent market and financial conditions”
Financial Times
15:35
Anthropic says Claude users on the free plan can now create files, connect to external services, use skills, and more
Engadget
15:10
Sources: Apple's Siri upgrade has run into snags during testing, possibly pushing some personalization and other features from iOS 26.4 to iOS 26.5, due in May
Bloomberg
14:40
OpenAI says the US military will get access to ChatGPT via GenAI.mil; sources say the move came after months of deliberation among OpenAI employees
Semafor
14:05
Google releases Android 17 Beta 1, which requires developers to optimize apps for foldables and large screens, includes performance improvements, and more
Android Central
13:40
Meta plans to spend more than $10B to build a 1GW data center campus in Lebanon, Indiana, expected to be operational at the end of 2027 or in early 2028
Bloomberg
13:25
Meta launches an AI feature that lets Threads users temporarily personalize their feed by specifying topics in a public post that begins with “Dear Algo”
CNBC
12:55
Amazon Pharmacy plans to bring same-day prescription delivery to almost 4,500 US cities and towns by the end of 2026, adding nearly new 2,000 communities
TechCrunch
12:40
Inertia, co-founded by ex-Twilio CEO Jeff Lawson to build one of the world's most powerful lasers for a grid-scale fusion power plant, raised a $450M Series A
TechCrunch
12:20
Z.ai launches GLM-5, saying its flagship open-weight model has “best-in-class performance among all open-source models” in reasoning, coding, and agentic tasks
Z.ai
11:55
Source: OpenAI disbanded its mission alignment team in recent weeks and transferred its employees; team lead Joshua Achiam will take on a “chief futurist” role
Platformer
11:40
London-based commerce and payments infrastructure provider Rezolve Ai agrees to acquire London-based cashback rewards company Reward for $230M
PYMNTS.com
11:20
Google told advertisers that it is integrating shopping features into Search's AI Mode and Gemini; users can now buy items from Etsy and Wayfair within Gemini
Bloomberg
10:15
Source: to catch leakers, OpenAI security staff use a custom ChatGPT with access to Slack, email, and docs that cross-references news articles with access logs
The Information
09:55
TikTok US launches an opt-in Local Feed for content tied to travel, news, events, shopping, and dining near the user's current location, after changing its ToS
TechCrunch
09:45
An OpenAI researcher who helped shape how models were built and priced says she quit after two years due to “deep reservations” about ads and OpenAI's strategy
New York Times
09:35
A Dutch court orders an investigation into alleged mismanagement at Chinese-owned chip company Nexperia and upholds the suspension of CEO Zhang Xuezheng
Wall Street Journal
09:20
Meridian, which uses AI to make financial modeling and spreadsheets more “predictable and auditable”, exits stealth and raised a $17M seed at a $100M valuation
TechCrunch
09:15
Austin-based humanoid robot startup Apptronik raised $520M led by Google and others at a $5.5B+ valuation, up ~3x from when it raised $415M in February 2025
Bloomberg
09:05
GitGuardian, which integrates with GitHub to offer nonhuman identity and AI agent security services, raised a $50M Series C, taking its total funding to ~$106M
SiliconANGLE
08:20
xAI all-hands meeting: Elon Musk told employees that xAI needs a factory on the moon to build AI satellites and a massive catapult to launch them into space
New York Times
08:05
Filings: San Jose Mayor Matt Mahan, set to run for California governor to succeed Newsom, gets donations from Sergey Brin, Roblox CEO David Baszucki, and others
Bloomberg
07:50
T-Mobile announces a network-level, AI-based Live Translation feature for phone calls on 4G LTE and 5G, supporting 50+ languages, coming “this spring” in beta
The Verge
07:45
Anthropic CCO Paul Smith says the startup is focused on “growing revenue” rather than “flashy headlines”, calls the software stock selloff “hyperbole”, and more
CNBC
07:25
Shopify reports Q4 revenue up 31% YoY to $3.7B, vs. $3.59B est., net income down 43% YoY to $743M, and forecasts Q1 revenue growth above est; SHOP drops 10%+
Reuters
07:15
Mistral says it will spend €1.2B to build AI infrastructure in Sweden with partner EcoDataCenter, set to open in 2027 as its first data center outside France
Bloomberg
06:56
Investigation: as Ford pushes its BlueCruise driving system, some drivers found it confusing to use, misunderstood its limitations, and didn't heed its warnings
Wall Street Journal
06:45
Researchers find Kalshi and Polymarket bettors can more accurately predict economic data, earnings, and political events than analysts, likely due to incentives
New York Times
06:30
A profile of South Korea's SK Hynix, a once unloved memory chipmaker that now enjoys 58% operating margins and a ~$438B market cap amid the global HBM shortage
Financial Times
06:20
Naveen Mallela, JPMorgan's global co-head of blockchain unit Kinexys, leaves after 11 years at the bank; Kinexys handled $5B transactions per day as of December
Bloomberg
06:11
SMIC CEO Zhao Haijun says the industry is “a bit panicked” about the memory chip shortage, and more supply may arrive in nine months; prices are up 80%+ in 2026
Wall Street Journal
06:01
Chinese video game giant NetEase reports Q4 revenue up 3% YoY to ~$4B and net profit down 29% to ~$903M, vs. ~$1.2B est., driven by its self-developed games
Wall Street Journal
05:45
KPMG citing PitchBook data: UK fintech investment totaled almost $11B in 2025 across 418 deals, down from ~$13.4B in 2024 across 527 deals; Revolut raised ~$4B
Bloomberg
05:35
Sources: Amazon, Google, and others plan to skirt Trump's $100K H-1B fee by finding workers in categories that don't include the fee, like existing H-1B holders
Wall Street Journal
05:05
Mistral CEO Arthur Mensch says the startup's annualized revenue run rate was “north of $400M”, up from $20M a year ago, and it is set to hit $1B ARR by 2026-end
Financial Times
03:55
Q&A with Fidji Simo on ChatGPT ads, OpenAI's efforts to ship a new model soon to end Sam Altman's Code Red, Anthropic's Super Bowl ads, Sora, Codex, and more
Sources
02:40
GPT-5.3-Codex and Claude Opus 4.6 can meaningfully contribute to the improvement of AI models, a sign of what's coming for most knowledge work within five years
Matt Shumer
02:05
An interview with LastPass CEO Karim Toubba on the company-wide changes after the 2022 data breach, new services such as controls to fight shadow SaaS, and more
ZDNET
02:00
Ant, which in November 2025 elevated its health unit to be level with Alipay and its lending businesses, is betting on AI-powered health care to fuel its growth
Bloomberg
00:50
Docs: London-based AI chip startup Olix, founded by James Dacombe, CEO of brain monitoring startup CoMind, raised $220M led by Hummingbird at a $1B+ valuation
Financial Times
00:45
Sources: ByteDance plans to produce 100K+ units of its in-house AI inference chip in 2026, is in talks with Samsung to manufacture it, before ramping up to 350K
Reuters
Dienstag, 10. Februar 2026
23:25
NYC-based Garner Health, which uses data analytics to help 2.5M+ workers find physicians, raised a $118M Series D led by Kleiner Perkins at a $1.35B valuation
Forbes
22:25
Tel Aviv-based Backslash Security, which protects software development from vibe coding risks, raised a $19M Series A, taking its total funding to $27M
SiliconANGLE
22:05
Isomorphic Labs, a Google DeepMind spinoff, unveils IsoDDE, a system that it says surpasses AlphaFold 3 in biomolecular structure prediction and drug discovery
Isomorphic Labs
20:00
The US FCC approves Amazon's request to launch a second-generation Leo satellite constellation by deploying an additional 4,504 satellites in low Earth orbit
PCMag
19:45
xAI co-founder Jimmy Ba says he is leaving, the sixth co-founder to depart; sources and social media posts show at least six researchers left in recent weeks
Financial Times
19:35
Cloudflare reports Q4 revenue up 34% YoY to $614.5M, above $591.3M est., a $12.1M net loss, and forecasts full-year and Q1 revenue above est.; NET jumps 10%+
SiliconANGLE
19:30
Sources: OpenAI fired VP Ryan Beiermeister in January for alleged sexual discrimination; she had earlier raised concerns about the upcoming launch of adult mode
Wall Street Journal
19:25
Alphabet raised almost $32B in debt in less than 24 hours, selling sterling- and Swiss franc-denominated offerings, following February 9's $20B dollar debt sale
Bloomberg
19:15
OpenAI updates ChatGPT's deep research tool with GPT-5.2, a full-screen report view, an option to focus research on specific websites, and search interruption
The Decoder
18:15
Samsung announces a Galaxy Unpacked event on February 25 at 10am PT in San Francisco, where it is expected to introduce the Galaxy S26 series
The Shortcut
18:10
LayerZero Labs launches Zero, a Layer 1 blockchain backed by Citadel Securities and Ark Invest, and partners with DTCC and Google Cloud to drive adoption
The Block
17:45
A US judge sentences former SafeMoon CEO Braden John Karony to 100 months in prison for defrauding investors and orders him to forfeit ~$7.5M and two properties
The Block
17:40
Kalshi says it registered over $1B in trades related to the Super Bowl; Piper Sandler analysts say Kalshi and Polymarket saw ~$1.2B in total trading on Sunday
Bloomberg
17:15
Discord says that the “vast majority of people can continue using Discord exactly as they do today” without needing to use a face scan or ID to verify their age
The Verge
17:00
Robinhood reports Q4 revenue up 27% YoY to $1.28B, below est., crypto revenue down 38% YoY to $221M, below est., and net income down 34% YoY; HOOD drops 10%+
Wall Street Journal
16:45
Senators Warren and Banks plan bipartisan legislation that bans the sale of certain AI chips to China, after Dario Amodei met with Warren and other lawmakers
Axios
16:35
Boston Dynamics CEO Robert Playter steps down after more than 30 years at the company and plans to retire; CFO Amanda McMaster will take over as interim CEO
The Robot Report
16:30
Lyft reports Q4 revenue up 3% YoY to $1.59B, below $1.76B est., forecasts Q1 adjusted EBITDA below est., and announces a $1B share buyback; LYFT drops 13%+
Reuters
16:20
Opening statements in a social media addiction trial in Los Angeles: YouTube argues it is an entertainment service, like Netflix, rather than a social network
New York Times
15:55
Okay, now exactly half of xAI's founding team has left the company
TechCrunch
15:45
The active smartphone installed base grew 2% YoY globally in 2025; eight OEMs had 200M+ active devices each, and nearly 25% of active smartphones were iPhones
Counterpoint Research