← Back to news
T

Techmeme

Substack notifies users about a "limited" data breach in October 2025, found on February 3 and now patched; a threat actor leaked a database of ~697K records (Sergiu Gatlan/BleepingComputer)

T

London-based Lawhive, whose lawyers and AI tools help individuals and SMBs automate legal tasks, raised a $60M Series B, after a $40M Series A in December 2024 (Jeremy Kahn/Fortune)

T

AI accounting startup Accrual, incubated by General Catalyst, emerges from stealth and raised $75M; Accrual is part of General Catalyst's $1.5B Creation fund (Paayal Zaveri/Bloomberg)

T

Palo Alto Networks: an Asian cyber-espionage group broke into systems belonging to 70 critical infrastructure organizations and governments in 37+ countries (Bloomberg)

T

Bitcoin fell below $70,000, its lowest level since President Trump's election in November 2024 and down 44% from its October 2025 peak, as global markets fall (Muyao Shen/Bloomberg)

T

Spotify partners with Bookshop.org to let Premium users in the US and UK buy hardcover and paperback books via its app in spring; Bookshop.org fulfills orders (Jeffrey A. Trachtenberg/Wall Street ...)

T

Arm CEO Rene Haas says investor fears about AI hurting software companies are a "micro-hysteria" that exceeds the reality of how businesses use AI tools (Michael Acton/Financial Times)

T

Analog chipmaker SiTime agrees to acquire Tokyo-based Renesas' timing unit for $1.5B in cash and 4.13M shares in a ~$2.9B deal, set to close by the end of 2026 (Bloomberg)

T

The UK says Microsoft, the UK government, academics, and experts plan to build a system to spot deepfakes online as part of an detection evaluation framework (Muvija M/Reuters)

T

Wall Street's idea that a software pure play will "vanish" into an LLM is "nonsense": we need more software, and AI-enabled software moves up the product stack (Steven Sinofsky/@stevesi)

T

Germany's Federal Cartel Office rules Amazon must stop enforcing price controls for retailers on its German marketplace and seizes €59M; Amazon can appeal (Karin Matussek/Bloomberg)

T

A look at India's push to become a major provider of AI services, as US tech companies pledge tens of billions in Indian data center investments (Wall Street Journal)

T

RapidFort, which develops tools for securing software supply chains, raised a $42M Series A led by Blue Cloud and ForgePoint, taking its total funding to ~$51M (Duncan Riley/SiliconANGLE)

T

A look at the informal economy of rogue streaming box resellers, who sell hardware that offers free access to sports games, cable TV, and streaming services (Janko Roettgers/The Verge)

T

Investor fears that software companies face an AI-driven extinction event are exaggerated, but the belief that they might be facing one is damaging their stocks (Dan Gallagher/Wall Street Journal)

T

A look at Axiom, which is building AxiomProver, an "AI mathematician" it claims has solved at least four previously unsolved math problems (Will Knight/Wired)

T

Sources: HP, Dell, Acer, and Asus are considering sourcing memory chips from Chinese chipmakers; HP and Dell are currently qualifying DRAM products from CXMT (Nikkei Asia)

T

Cybersecurity company Varonis agrees to acquire AllTrue, which develops specialized tools for AI trust, risk, and security management, for $125M in cash (James Rundle/Wall Street Journal)

T

TSMC plans to produce 3nm chips at its second plant in Kumamoto, Japan; sources say that is an upgrade from an original plan to produce 7nm chips by late 2027 (Bloomberg)

T

Sony reports Q3 gaming and network services revenue down 4% YoY to $10.5B, profit up 19% YoY to ~$889M, and PlayStation 5 sales down 16% YoY to 8M units (Sam Nussey/Reuters)

T

Sony reports Q3 revenue up 1% YoY to ~$23.7B, vs. ~$23.5B est., operating profit up 22% to ~$3.3B, vs. ~$3B est., and raises FY operating profit outlook by 8% (Dylan Butts/CNBC)

T

Researchers say TikTok's server outage in late January disrupted all post categories, not just political content as users claimed, based on limited public data (Bobby Allyn/NPR)

T

Snowboarder Maddie Mastro and other athletes are using a new AI tool powered by Google DeepMind's computer-vision models to prepare for the 2026 Winter Olympics (Isabelle Bousquette/Wall Street Journal)

T

Filing: Baidu announces a stock buyback program of as much as $5B through the end of 2028, and plans to issue its first dividend in 2026 (Bloomberg)

T

Adaption Labs, which aims to create AI systems that learn continuously and cost less to run, raised a $50M seed round led by Emergence Capital Partners (Jeremy Kahn/Fortune)

T

Google says the Gemini app has 750M+ MAUs, up from 650M last quarter, and its first-party models process 10B+ tokens per minute via direct API use by customers (Lauren Forristal/TechCrunch)

T

Andy Jassy taps Dharmesh Mehta, Amazon VP of worldwide selling partner services, as technical advisor, a "shadow" role often leading to greater responsibilities (Annie Palmer/CNBC)

T

Amazon MGM Studio plans to develop new AI tools via its "AI Studio" to speed TV and film production and cut costs, in collaboration with AWS and LLM providers (Reuters)

T

Multicoin co-founder and Managing Partner Kyle Samani says he is stepping back from the VC firm and has transitioned to an advisory role (Daniel Kuhn/The Block)

T

Filing: Workday is cutting ~400 employees, or ~2% of its workforce, primarily in customer-facing roles, saying the move will help it invest in priority areas (Brody Ford/Bloomberg)

T

Qualcomm reports Q1 revenue up 5% YoY to $12.25B, vs. $12.21B est., and projects Q2 revenue below est. due to memory supply shortage; QCOM drops 9%+ after hours (Reuters)

T

Arm reports Q3 revenue up 26% YoY to $1.24B, vs. $1.22B est., and license and other revenue up 25% to $505M, vs. $519.9M est.; ARM drops 7%+ after hours (Reuters)

T

Snap reports Q4 revenue up 10% YoY to $1.72B vs. $1.7B est., DAUs up 5% to 474M vs. 478M est., forecasts Q1 revenue below est., announces a $500M share buyback (Jonathan Vanian/CNBC)

T

Alphabet says it expects 2026 capex to be in the range of $175B to $185B, vs. ~$120B est., up from $91.4B in 2025; Q4 capex was $27.9B, up from $14B a year ago (Stephen Morris/Financial Times)

T

Google parent Alphabet forecasts sharp surge in 2026 capital spending (Deborah Sophia/Reuters)

T

Alphabet reports YouTube's Q4 ad revenue rose 9% YoY to $11.38B, vs. $11.84B est., and YouTube's annual revenue "surpassed $60B across ads and subscriptions" (Todd Spangler/Variety)

T

Alphabet reports Q4 revenue up 18% YoY to $113.83B, vs. $111.43B est., Google Cloud revenue up 48% to $17.66B, vs. $16.18B est., net income up 30% to $34.46B (Alphabet)

T

Internal memos: Meta said Avocado is its "most capable pre-trained base model" and achieves 10x compute efficiency "wins" on text tasks vs. Llama 4 Maverick (Jyoti Mann/The Information)

T

Sam Altman says Anthropic's Super Bowl ads are funny but "dishonest", and Anthropic serves a "product to rich people" while OpenAI is "committed to free access" (Sam Altman/@sama)

T

Lunar Energy, which develops software that syncs batteries across homes into "virtual power plants" and began deploying its own batteries in 2025, raised $232M (Coco Liu/Bloomberg)

T

Google teases the Pixel 10a in a new 15-second video, revealing a completely flat dual-camera system on the back, and says preorders begin on February 18 (Abner Li/9to5Google)

T

Microsoft integrates Claude and Codex AI coding agents directly into GitHub, GitHub Mobile, and Visual Studio Code, for Copilot Pro Plus and Enterprise users (Tom Warren/The Verge)

T

Microsoft says cybersecurity head Charlie Bell will move into a position focused on engineering quality; Hayete Gallot will return from Google to run security (Jordan Novet/CNBC)

T

Roblox launches a "4D generation" feature in open beta, letting creators generate interactive objects with individual moving parts rather than static 3D models (Lauren Forristal/TechCrunch)

T

EnFi, which makes AI agents that analyze and make decisions on credit applications, raised a $15M Series A led by Fintop, bringing its total funding to $22.5M (Tatiana Bautzer/Reuters)

T

AI chipmaker Cerebras raised a ~$1B Series H led by Tiger Global at a $23B valuation, up from $8.1B in September 2025; Benchmark, Fidelity, and AMD invested too (Ian King/Bloomberg)

T

Uber promotes Balaji Krishnamurthy, its former VP of strategic finance and investor relations, to be its CFO, replacing Prashanth Mahendra-Rajah (Ram Iyer/TechCrunch)

T

Mistral debuts Voxtral Transcribe 2, a family of speech-to-text models with speaker diarization and ultra-low latency, under the Apache 2.0 open-weight license (Sabrina Ortiz/The Deep View)

T

Adobe ramped up its ads in 2025, spending $1.4B amid AI competition and Wall Street skepticism, a significantly higher share of sales than other tech companies (Brody Ford/Bloomberg)

T

Sources: Amazon and OpenAI are discussing a deal that could require OpenAI to dedicate its researchers and engineers to developing customized models for Amazon (The Information)

T