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Techmeme

Spotify rolls out About the Song, swipeable stories in English, summarized from third-party sources to highlight song details, in beta for Premium users (Aisha Malik/TechCrunch)

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Sources: AI chip startup SambaNova is raising a $350M+ Series E led by Vista Equity Partners; Intel plans to invest $100M to $150M (Reuters)

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Nvidia stock closes up 7.87% after Jensen Huang said the tech industry's surging capex for AI infrastructure is justified, appropriate, and sustainable (Kif Leswing/CNBC)

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Sources: London-based 9fin, a data provider for debt markets, is in talks to raise as much as $150M at a pre-money valuation of $1B, about 20x its ARR of ~$50M (Bloomberg)

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Galaxy Digital stock jumps 17%+ after the company approved a share buyback program of up to $200M over the next 12 months (CoinDesk)

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Croatian-founded Daytona, which aims to build infrastructure for large-scale agent workloads, raised a $24M Series A led by FirstMark (Tamara Djurickovic/Tech.eu)

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A civil subpoena shows the US DOJ is investigating Netflix for potential anticompetitive tactics as DOJ probes the company's proposed acquisition of WBD (Wall Street Journal)

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Sources: Apple plans to allow third-party voice-controlled AI chatbots in CarPlay within the coming months; it won't let users replace CarPlay's Siri button (Mark Gurman/Bloomberg)

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Heroku says it is transitioning to a "sustaining engineering model", as it focuses on "helping organizations build and deploy enterprise-grade AI" (Nitin T Bhat/Heroku)

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Amazon's annual tax bill fell 87% YoY to $1.2B in 2025, as profits grew 45% to ~$90B, mostly due to GOP's depreciation breaks in the One Big Beautiful Bill (Brian Faler/Politico)

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London-based Bound, an automated FX risk management platform, raised a $24.5M Series A led by AlbionVC as it seeks to expand across Europe (Tamara Djurickovic/Tech.eu)

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Crypto.com co-founder Kris Marszalek buys the domain AI.com for $70M, the highest disclosed price for a domain name, as he plans a site offering an AI agent (Tim Bradshaw/Financial Times)

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Sources: OpenAI is working with G42 to build a ChatGPT version tuned for the UAE that accommodates local language, political outlook, and speech restrictions (Reed Albergotti/Semafor)

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Waymo says it is using DeepMind's Genie 3 to create realistic digital worlds for its autonomous driving technology to train on edge-case scenarios (Natalie Lung/Bloomberg)

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Amazon, Google, and Microsoft reported a collective $1.1T backlog of cloud computing revenue in their latest quarterly earnings, including Microsoft's $625B (Jon Keegan/Sherwood News)

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Analysis: Claude Code currently authors 4% of all public GitHub commits and is on track to cross 20% of all daily commits by the end of 2026 (Doug O'Laughlin/SemiAnalysis)

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Spotify changes Developer Mode to require a Premium subscription and reduces the cap on test users per app from 25 to five, to curb AI-aided or automated usage (Ivan Mehta/TechCrunch)

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SIA: chip sales hit $791.7B in 2025, up 25.6% YoY, with advanced Nvidia, AMD, and Intel chips accounting for $301.9B, up 40%; SIA expects $1T in 2026 chip sales (Stephen Nellis/Reuters)

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How an appeal changed the way the USPTO assesses AI patents under the US Patent Act, signaling a shift toward more favorable treatment of AI and ML inventions (Matthew Carey/Bloomberg Law)

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The EU says that TikTok's "addictive design" is illegal under the DSA, citing the app's infinite scroll and recommendation algorithm, in preliminary findings (Adam Satariano/New York Times)

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Goldman Sachs says it has been working with Anthropic on AI agents to automate more roles at the bank, like trades, transactions, client vetting, and onboarding (Hugh Son/CNBC)

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AT&T launches amiGO Jr., a mid-tier Samsung-made smartphone for kids with parental controls on contacts, app access, screen time, and more, for $2.99 per month (Annie Bang/Bloomberg)

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Women in rural India report experiencing trauma from data annotation work, which requires them to review violent content and porn for global tech companies (Anuj Behal/The Guardian)

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Sources: Intel and AMD have notified Chinese customers of supply shortages for server CPUs, with Intel warning of delivery lead times of up to six months (Reuters)

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Meituan agrees to buy Dingdong, a Chinese fresh grocery e-commerce company, for $717M in cash; Dingdong had 7M+ monthly transacting users as of September 2025 (Cao Li/South China Morning Post)

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Filing: Zuckerberg considered changing how Meta studies social issues after a WSJ story about Instagram and teen mental health, noting Apple faces less scrutiny (Lauren Feiner/The Verge)

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Inside the SpaceX-xAI $1.25T deal, the most valuable corporate tie-up in US history: sources: SpaceX had an orbital data center technical breakthrough last fall (Wall Street Journal)

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Sapiom, which is developing a financial layer for enterprises to let AI agents automatically buy the services they need, raised a $15M seed led by Accel (Marina Temkin/TechCrunch)

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Tether acquires a 12% stake, worth $150M, in Gold.com, which enables access to physical and tokenized gold, and plans to integrate XAUT, its gold-backed token (CoinDesk)

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Alphabet, Amazon, Meta, and Microsoft forecast a combined ~$650B in 2026 capital expenditures, an estimated 60% YoY increase, driven by data center construction (Bloomberg)

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French authorities charge four people with spying for China by allegedly seeking to obtain satellite data from Starlink and other critical entities (Jenny Che/Bloomberg)

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Only 35 nations signed a declaration affirming "human responsibility over AI-powered weapons", with the US and China opting out; the US endorsed prior pledges (Victoria Waldersee/Reuters)

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A federal jury in Phoenix ordered Uber to pay $8.5M to a passenger who said a driver sexually assaulted her in 2023, the first case where Uber was found liable (Emily Steel/New York Times)

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Affirm reports Q2 revenue up 30% YoY to $1.12B, vs. $1.06B est., GMV up 36% to $13.8B, and forecasts Q3 revenue slightly above est.; AFRM drops 6%+ after hours (Reinhardt Krause/Investor's Business ...)

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Interviews with Anthropic executives and other tech industry leaders and engineers about Claude Code's success, which some say has been a long time coming (Hayden Field/The Verge)

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Strategy reports Q4 net loss grew to $12.4B from $671M a year earlier, as BTC trades below its ~$76K average purchase price; MSTR is down 68% in the past year (Vicky Ge Huang/Wall Street Journal)

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Sources: Apple wound down plans for an AI-based virtual health coach in recent weeks; Eddy Cue has told colleagues that Apple needs to move faster in health (Mark Gurman/Bloomberg)

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Roblox reports Q4 bookings up 63% YoY to $2.2B vs. $2.05B est., DAUs up 69% to 144M, and forecasts FY 2026 bookings above estimates; RBLX jumps 8%+ after hours (Zaheer Kachwala/Reuters)

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Amazon reports Q4 ad revenue up 23% YoY to $21.32B, slightly above expectations, and subscription services revenue up 14% to $13.12B (Todd Spangler/Variety)

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Reddit reports Q4 revenue up 70% YoY to $726M, vs. $665M est., DAUq up 19% to 121.4M, above est., forecasts Q1 revenue above est., announces a $1B share buyback (Jonathan Vanian/CNBC)

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Amazon projects its 2026 capex to hit $200B, above $146.6B est. and up from $131B in 2025, and reports Q4 AWS revenue up 24% YoY to $35.6B, above $34.9B est. (Annie Palmer/CNBC)

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Amazon reports Q4 revenue up 14% YoY to $213.39B, vs. $211.33B est., EPS of $1.95, vs. $1.97 est., and net income up 6% to $21.19B; AMZN drops 11%+ after hours (Amazon)

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Anthropic details how it used 16 parallel Claude Opus 4.6 agents to build a Rust-based 100,000-line C compiler, incurring ~$20K in API costs over 2,000 sessions (Anthropic)

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How Anthropic's ruthless efficiency comes in part from its mission-obsessed culture, which eliminates the friction that tends to slow things down at Big Tech (Parmy Olson/Bloomberg)

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Why this is the worst crypto winter ever: AI crowds out crypto for mindshare and power grid access, crypto is mainstream, gold beats BTC as a safe haven, more (Bloomberg)

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Tim Cook told Apple staff at an all-hands that he's "deeply distraught" with the US' current approach to immigration and he will press the issue with lawmakers (Mark Gurman/Bloomberg)

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YC adds Canada back to its accepted countries of incorporation list, saying the initial decision was due to its top Canadian companies reincorporating in the US (Alex Riehl/BetaKit)

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Anthropic says it found Opus 4.6 "brings more focus to the most challenging parts of a task without being told to" and "thinks more deeply and more carefully" (Anthropic)

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OpenAI says GPT-5.3-Codex goes beyond an agent that can code "to an agent that can do nearly anything developers and professionals can do on a computer" (OpenAI)

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Anthropic says Opus 4.6 found 500+ previously unknown high-severity security flaws in open-source libraries with little to no prompting during its testing (Sam Sabin/Axios)

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