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Techmeme

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 Patel/Dwarkesh Podcast)

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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 (Dan Primack/Axios)

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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 (Demetri Sevastopulo/Financial Times)

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Sources: the US FTC accelerated a probe into whether Microsoft illegally monopolized the enterprise computing market with its cloud software and AI offerings (Bloomberg)

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Sources: Binance has fired its employees in late 2025 who uncovered evidence that Iran received $1B+ through Binance between March 2024 and August 2025 (Fortune)

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As OpenAI retires GPT-4o, some users say they are angry and grieving to lose the flirty, quirky companion (Alaina Demopoulos/The Guardian)

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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 (Kate Clark/Wall Street Journal)

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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 (Ashley Capoot/CNBC)

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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)

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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 (Barbara Moens/Financial Times)

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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 (Danny Park/The Block)

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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 (Evelyn Cheng/CNBC)

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Memo: Meta plans to add facial recognition to its smart glasses in 2026, saying the political tumult in the US would distract critics from the feature's release (New York Times)

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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 (Kate Clark/Wall Street Journal)

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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 (Rashi Shrivastava/Forbes)

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The MPA urges ByteDance to curb its AI video model Seedance 2.0, saying the model "has engaged in unauthorized use of US copyrighted works on a massive scale" (Gene Maddaus/Variety)

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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 (Emanuel Maiberg/404 Media)

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Anna's Archive quietly starts releasing millions of tracks from its Spotify scrape, despite a preliminary injunction against distributing the copyrighted works (Ernesto Van der Sar/TorrentFreak)

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Sources: the Trump administration has shelved tech security measures against China, including data center equipment curbs, ahead of a Trump-Xi meeting in April (Alexandra Alper/Reuters)

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Amazon's Ring cancels its partnership with Flock Safety, which would have let law enforcement agencies request footage from Ring doorbell users, after backlash (Jennifer Pattison Tuohy/The Verge)

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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 (Jennifer Elias/CNBC)

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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%+ (Dina Bass/Bloomberg)

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A US jury finds Apple did not infringe Optis' 4G wireless technology patents, after two earlier trial verdicts Optis had won were overturned (Blake Brittain/Reuters)

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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)

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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)

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Coinbase reports Q4 revenue down 22% YoY to $1.78B, vs. $1.84B est., transaction revenue down 37% to $983M, a net loss of $667M, vs. a $1.3B profit in Q4 2024 (André Beganski/Decrypt)

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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 (Marina Temkin/TechCrunch)

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Instacart reports Q4 revenue up 12% YoY to $992M vs. $974M est., gross transaction value up 14% to $9.85B, gives strong Q1 guidance; CART jumps 14%+ after hours (Samantha Subin/CNBC)

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Roku reports Q4 revenue up 16% YoY to $1.39B, vs. $1.35B est., and an $80.5M net income, vs. a $35.5M loss in Q4 2024; ROKU jumps 9%+ after hours (Lucas Manfredi/The Wrap)

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Airbnb reports Q4 revenue up 12% YoY to $2.78B, vs. $2.72B est., Nights and Seats Booked up 10% to 121.9M, and forecasts Q1 revenue above estimates (Ashley Capoot/CNBC)

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Pinterest reports Q4 revenue up 14% YoY to $1.32B, vs. $1.33B est., MAUs up 12% to 619M, and forecasts Q1 revenue below estimates; PINS drops 17%+ after hours (Jonathan Vanian/CNBC)

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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 (Taylor Soper/GeekWire)

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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" (Jo Constantz/Bloomberg)

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Cisco stock falls 12%+ as rising memory prices put pressure on the networking company's margins; it is the stock's worst day since 2022 (Lola Murti/CNBC)

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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 (George Hammond/Financial Times)

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An interview with OpenAI president Greg Brockman on donating $50M to AI and pro-Trump super PACs, why such donations serve a larger AI mission, and more (Maxwell Zeff/Wired)

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Ever, which says it is the first "AI-native, full-stack" retail marketplace for electric vehicles, raised a $31M Series A led by Eclipse (Sean O'Kane/TechCrunch)

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Anthropic says its run-rate revenue hit $14B, growing over 10x annually in the past three years, and Claude Code's run-rate revenue hit $2.5B (Ashley Capoot/CNBC)

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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)

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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" (Sarah Perez/TechCrunch)

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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)

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ServiceNow is acquiring Pyramid Analytics, which makes business intelligence and analytics tools, sources say for hundreds of millions; Pyramid has raised $200M (Globes)

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GPT-5.3-Codex-Spark is OpenAI's first AI model to run on chips from Nvidia rival Cerebras; OpenAI says Codex has more than 1M weekly active users (Rachel Metz/Bloomberg)

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OpenAI launches 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 Pro users (David Gewirtz/ZDNET)

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Letter: the EU launched a new probe into Google for potentially "artificially increasing the clearing price" of ad auctions "to the detriment of advertisers" (Samuel Stolton/Bloomberg)

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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)

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YouTube launches an app for the Apple Vision Pro, with standard videos, 180° and 360° videos, and YouTube Shorts; devices with the M5 chip can play 8K videos (Joe Rossignol/MacRumors)

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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 (Duncan Riley/SiliconANGLE)

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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)

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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)

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