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  • Mon Jan 12

Databricks raised $5B in equity financing and $2B in debt at a $134B valuation and says its annualized revenue crossed $5.4B for the January quarter, up 65% YoY (Jordan Novet/CNBC)

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EU officials and tech executives inaugurate a €2.5B chips research hub in Belgium; ASML and Imec emphasized that the US is dependent on European chip tech (Pieter Haeck/Politico)

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Gather AI, which builds "curious" AI for drones and cameras to autonomously monitor warehouses, raised a $40M Series B, taking its total funding to $74M (Julie Bort/TechCrunch)

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Source: Apollo nears a ~$3.4B loan deal to a Valor-led investment vehicle to buy Nvidia chips for leasing to xAI; through fall 2025, xAI was burning $1B+/month (Miles Kruppa/The Information)

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Discord says it will roll out age verification globally from March to access some content; all accounts will have a "teen-appropriate experience by default" (Stevie Bonifield/The Verge)

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Uber agrees to acquire Getir's delivery operations from Mubadala for $335M in cash and says it will take a 15% stake in the remaining portfolio for $100M (Bloomberg)

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How Oura won over DC by growing its lobbying spend to $1M+ per year, as RFK Jr. touts wearables for health and the US DOD makes the rings an employee benefit (Amanda Chu/Politico)

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Sources: Alphabet aims to raise ~$15B from a US high-grade dollar bond sale, as it seeks to finance $185B in 2026 capex; Alphabet raised $17.5B in November 2025 (Bloomberg)

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Slack message: Sam Altman tells staff that ChatGPT is "back to exceeding 10% monthly growth", and OpenAI plans to release "an updated Chat model" this week (CNBC)

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Alibaba's Qwen temporarily stops issuing coupons due to customer overload, hampering Alibaba's Agentic AI ad campaign; Qwen began offering coupons on February 6 (Eduardo Baptista/Reuters)

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Sources: AI legal software startup Harvey seeks to raise $200M led by Sequoia and GIC at an $11B valuation, up from $8B after raising $160M in December 2025 (Iain Martin/Forbes)

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How the US government is adopting AI: NASA reports 420 AI use cases in 2025, up from 18 in 2024, HHS reports 398, Energy 325, DOJ 295, Interior 234, and DHS 205 (Washington Post)

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A profile of Amanda Askell, Anthropic's resident philosopher, who is learning Claude's reasoning patterns in a bid to endow the chatbot with a sense of morality (Wall Street Journal)

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ByteDance debuts Seedance 2.0, a new version of its AI video generation model that can produce multi-shot scenes, available to select Jimeng and Jianying users (Juro Osawa/The Information)

3d
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Franco-Italian chipmaker STMicro agrees to supply AWS with various chips, including for high-bandwidth connectivity and power management; STM jumps 5%+ (Christina Kyriasoglou/Bloomberg)

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Chinese chip designer Montage raised $902M in its Hong Kong IPO, jumping 64% in its market debut, the biggest rise since Kuaishou's $6.2B Hong Kong IPO in 2021 (Julia Zhong/Bloomberg)

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YouTube launches a Premium paywall for song lyrics on YouTube Music, after testing it in recent months; users get five free lyrics before they have to subscribe (Abner Li/9to5Google)

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The European Commission sends a statement of objections to Meta over WhatsApp blocking rival AI chatbots, warning it will take measures to avoid "serious" harm (Bloomberg)

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PE firm Advent, FedEx, A&R, and PPF agree to acquire Polish automated parcel delivery company InPost for €7.8B; the company has 61K automated parcel lockers (Dominic Chopping/Wall Street Journal)

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Q&A with YouTube VP of Subscription Products Christian Oestlien on YouTube TV's future, the NFL and Oscars deals, its friendly rivalry with Netflix, and more (Lucas Shaw/Bloomberg)

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Crypto.com CEO Kris Marszalek launches ai.com during the Super Bowl and opens up username handle registration to let users get a private, personalized AI agent (Brayden Lindrea/Cointelegraph)

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A look at Tether's global expansion, after it recently hit ~300 staff; sources describe Tether's internal focus on corporate structure and "profit and loss" (Jill R Shah/Financial Times)

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A look at the 2026 Super Bowl ads from Anthropic, Amazon, OpenAI, and others, as AI continued to take center stage in ad creation and AI product promotion (Lauren Forristal/TechCrunch)

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China says its trade surplus from digital services rose 100%+ to a record $33B in 2025, boosted by overseas revenue of AI, livestreaming, and e-commerce (Bloomberg)

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How Runna, an AI-powered virtual coaching app acquired by Strava in 2025, toned down its aggressive training plans following reports of injuries from some users (Nicole Nguyen/Wall Street Journal)

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Blackstone and Coatue grant a $10B loan to Australian AI infrastructure startup Firmus for data center expansion, among Australia's largest private credit deals (Bloomberg)

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How China boosts its humanoid robot industry, giving companies land, favorable bank loan terms, and sometimes subsidizing the robots' purchase price by ~10% (Wall Street Journal)

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An interview with Jeannette zu Fürstenberg, who General Catalyst promoted to president in January, on investing in European tech and defense startups, and more (Mark Bergen/Bloomberg)

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As Section 230 turns 30, a look at how upcoming court cases involving Meta, Alphabet, and others in the US could reshape the bounds of Section 230's protections (Lauren Feiner/The Verge)

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Moltbook was peak AI theater, offering less of a glimpse at the future and more of a mirror simply reflecting society's current obsession with AI (Will Douglas Heaven/MIT Technology Review)

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How AI is impacting the romance novel industry, with authors failing to disclose AI use and using pen names more, bogging down the publishing ecosystem (Alexandra Alter/New York Times)

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T-glass, a type of ultrathin glass sheet used in advanced chips, is in short supply and largely comes from Nittobo, which is not adding capacity for months (Yang Jie/Wall Street Journal)

3d
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A software engineer explains "AI fatigue", compounded by a FOMO treadmill of using AI labs' latest tools and "thinking atrophy", alongside boosted productivity (Siddhant Khare)

3d
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OpenClaw partners with VirusTotal and says that all skills published to ClawHub are now scanned using VirusTotal's threat intelligence (The Hacker News)

3d
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Sources: Block is notifying hundreds of staff their jobs may be eliminated during annual performance reviews; up to 10% of the workforce is at risk of being cut (Bloomberg)

3d
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Q&A with mathematicians behind the "First Proof" experiment, which tests AI's mathematical competence on questions drawn from the authors' unpublished research (Siobhan Roberts/New York Times)

3d
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Sources: iPhone 17e with MagSafe is coming soon; iOS 26.4 beta with updated Siri slated for the week of Feb. 23, M5 MacBook Pros as early as the week of Mar. 2 (Mark Gurman/Bloomberg)

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How Anthropic's bet on enterprise users is paying off; sources: Anthropic's guidance to investors claims annualized revenue will exceed $30B by the end of 2026 (George Hammond/Financial Times)

3d
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Analysis: World Liberty Financial has earned the Trump family at least $1.2B in cash since its launch, while the Witkoff family has earned at least $200M (Wall Street Journal)

3d
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European countries are moving toward social media bans for children, even as doubts persist over implementation and the risk of a new battle with US tech groups (Financial Times)

4d
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This year's projected capex ramp-up will all but wipe out free cash flow for Amazon, Google, and Meta, potentially forcing stock buyback cuts or more borrowing (Martin Peers/The Information)

4d
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Analysts say a design refresh for the iPhone 17 lineup has reinforced Apple's status-symbol appeal in China, with the "cosmic orange" Pro model going viral (Financial Times)

4d
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A profile of Ali Ansari, the 25-year-old co-founder of micro1, which recruits human experts to train AI systems; micro1 was last valued at $500M in Sept. 2025 (Nilesh Christopher/Los Angeles Times)

4d
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Anthropic rolls out a fast mode for Claude Opus 4.6 in research preview, saying it offers the same model quality 2.5 times faster but costs six times more (Simon Willison/Simon Willison's Weblog)

4d
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India's updated startup framework doubles deep-tech startup eligibility to 20 years and triples the revenue cap for tax, grant, and regulatory benefits to ~$33M (Jagmeet Singh/TechCrunch)

4d
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Chinese regulators reiterate the mainland crypto ban and expand enforcement to cover real-world asset tokenization and offshore yuan-pegged stablecoin issuance (Naga Avan-Nomayo/The Block)

4d
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X unveils a new pay-per-use pricing model for its API, replacing the earlier pricing model that required developers to pay fixed monthly fees of $200 or $5,000 (Rohit Singh/MediaNama)

4d
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Sources: Mercor rival micro1 has told investors it is now generating $200M in recurring revenue; Mercor is offering micro1 employees signing bonuses up to $2M (Anna Tong/Forbes)

4d
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A look at Corning's booming fiber-optic business, boosted by data center demand and a $6B Meta deal, as Nvidia explores Corning's co-packaged optics for servers (Christopher Mims/Wall Street Journal)

4d
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After talking with ~40 people at Anthropic, a look at its "Yes, and..." culture where every idea is welcomed and judged based on vibes, like a hive mind (Steve Yegge)

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Entries updated Feb 12, 2026 03:02:19 AM PST

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