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Sun Jan 11
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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OpenAI launches GPT-5.3-Codex, which it says runs 25% faster, enabling longer-running tasks, and "is our first model that was instrumental in creating itself" (David Gewirtz/ZDNET)
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Anthropic introduces "agent teams" in Claude Code as a research preview to launch multiple agents that work in parallel, and a Claude in PowerPoint plugin (Lucas Ropek/TechCrunch)
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Anthropic says Opus 4.6 supports a 1M context window in beta, scored 90.2% on BigLaw Bench, the highest for any Claude model, and boosts agentic capabilities (David Gewirtz/ZDNET)
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Anthropic releases Claude Opus 4.6, which it says can analyze company data, regulatory filings, and market information; Anthropic now has 300K+ business users (Rachel Metz/Bloomberg)
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Q&A with Elon Musk on plans for 1TW of space GPUs, Grok and human consciousness, Optimus, xAI's business plan, China's manufacturing win, DOGE, and more (Cheeky Pint)
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Meta confirms it is testing a standalone app for Vibes, its short-form video feed of AI videos, after "strong early traction", without sharing specific numbers (Aisha Malik/TechCrunch)
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The US FCC grants Starlink competitor Logos clearance to deploy up to 4,178 low Earth orbit broadband satellites by 2035; Logos raised a $50M Series A in 2025 (Jason Rainbow/SpaceNews)
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DOJ files reveal how Jeffrey Epstein helped his Russian-born publicist Masha Bucher become a prominent VC who now boasts of early checks to 22 unicorns like xAI (Iain Martin/Forbes)
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US tech stocks fall sharply in intraday trading: the Nasdaq drops 1.8%+, S&P 500 1.5%+, GOOG 3%+, QCOM 7%+, and AMZN 3%+, amid a selloff in software stocks (Financial Times)
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DOJ files reveal Epstein's deep Silicon Valley relationships and how key insiders offered access to buzzy startups like Coinbase, long after his 2008 conviction (New York Times)
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Gemini exits the UK, EU and Australia and cuts 25% of staff, as the crypto exchange refocuses on the US due to foreign markets proving "hard to win" (Naga Avan-Nomayo/The Block)
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Duna, a European fintech making AI-powered identity and compliance tools for banks, raised a €30M Series A led by CapitalG, bringing its total funding to €40M+ (Tim Barnwell/Silicon Republic)
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Fundamental, which has developed an LTM to analyze structured data, comes out of stealth with $255M in funding, including a $225M Series A, at a $1.2B valuation (Russell Brandom/TechCrunch)
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Ukraine says Starlink terminals used by Russia on the battlefield have been deactivated via a verification process developed alongside SpaceX (Anna Pruchnicka/Reuters)
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OpenAI launches Frontier, an AI agent management platform that provides shared context, onboarding, and permission boundaries, for "a limited set of customers" (Robert Hart/The Verge)
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Sources: Nvidia delays the release of its incremental gaming GPU upgrade, codenamed Kicker, marking the first year in three decades without a new GPU for gaming (The Information)
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AI interpretability startup Goodfire raised a $150M Series B at a $1.25B valuation, taking its total funding to $209M, and is working on retraining AI models (Rebecca Torrence/Bloomberg)
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Substack notifies users about a "limited" data breach in October 2025 via a now-patched flaw found on February 3; a threat actor leaked a ~697K-record database (Sergiu Gatlan/BleepingComputer)
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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)
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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)
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Palo Alto Networks: an Asian cyber-espionage group broke into systems belonging to 70 critical infrastructure organizations and governments in 37+ countries (Bloomberg)
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Bitcoin falls below $70K, its lowest level since President Trump's election win in November 2024 and down 44%+ from its October 2025 peak as global markets fall (Muyao Shen/Bloomberg)
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Spotify partners with Bookshop.org to let Premium US and UK subscribers buy hardcover and paperback books via its app starting in spring; Spotify will get a cut (Jeffrey A. Trachtenberg/Wall Street ...)
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Arm CEO Rene Haas says investor fears about AI hurting software companies are a "micro-hysteria" that exceeds the reality of how businesses are using AI tools (Michael Acton/Financial Times)
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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)
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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)
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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)
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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)
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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)
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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)
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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)
6d
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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)
6d
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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)
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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)
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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)
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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)
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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)
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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)
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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)
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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)
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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)
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