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Techmeme

Chinese video game giant NetEase reports Q4 revenue up 3% YoY to ~$4B and net profit down 29% to ~$903M, below ~$1.2B est., as it pushes self-developed games (Sherry Qin/Wall Street Journal)

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KPMG citing PitchBook data: UK fintech investment totaled almost $11B in 2025 across 418 deals, down from ~$13.4B in 2024 across 527 deals; Revolut raised $4B (Aisha S Gani/Bloomberg)

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Sources: Amazon, Google, and others plan to skirt Trump's $100K H-1B fee by finding workers in categories that don't include the fee, like existing H-1B holders (Amrith Ramkumar/Wall Street Journal)

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Mistral CEO Arthur Mensch says the startup's annualized revenue run rate was "north of $400M", up from $20M a year ago, and it is set to hit $1B ARR by 2026-end (Financial Times)

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Q&A with Fidji Simo on ChatGPT ads, OpenAI's efforts to ship a new model soon to end Sam Altman's Code Red, Anthropic's Super Bowl ads, Sora, Jony Ive, and more (Alex Heath/Sources)

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GPT-5.3-Codex and Claude Opus 4.6 can handle the full app development lifecycle on their own, a sign of what's coming for most knowledge work within five years (Matt Shumer)

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A study of 596 Indian high-tech startups suggests that homegrown entrepreneurs fare better over the long run than returning diaspora with overseas experience (Saritha Rai/Bloomberg)

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An interview with LastPass CEO Karim Toubba on the company-wide changes after the 2022 data breach, new services such as controls to curb shadow SaaS, and more (Charlie Osborne/ZDNET)

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Ant, which elevated its health unit to the same level as Alipay and its lending businesses, is betting on AI-powered healthcare to fuel its next phase of growth (Bloomberg)

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South Korea's Science Ministry blames Coupang's massive 2025 data leak on management failures and accuses it of defying a government order to preserve data logs (Reuters)

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Docs: London-based AI chip startup Olix, founded by James Dacombe, CEO of brain monitoring startup CoMind, raised $220M led by Hummingbird at a $1B+ valuation (Tim Bradshaw/Financial Times)

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Sources: ByteDance plans to produce at least 100,000 units of its in-house AI inference chip in 2026, and is in talks with Samsung to manufacture it (Reuters)

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NYC-based Garner Health, a platform using data analytics to help workers find healthcare providers, raised a $118M Series D at a $1.35B valuation (Amy Feldman/Forbes)

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Tel Aviv-based Backslash Security, which safeguards enterprise software development from vibe coding risks, raised a $19M Series A, taking total funding to $27M (Duncan Riley/SiliconANGLE)

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Isomorphic Labs, a Google DeepMind spinoff, unveils IsoDDE, a drug design system it says surpasses AlphaFold 3 in predicting biomolecular structures (Isomorphic Labs)

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Q&A with Siemens CEO Roland Busch on the company's 170+ year history, automation, managing 320K staff, US manufacturing investments, augmenting LLMs, and more (Nilay Patel/The Verge)

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The FCC approves Amazon's request to launch a second-generation satellite constellation for its Leo system by deploying an additional 4,504 satellites (Michael Kan/PCMag)

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xAI co-founder Jimmy Ba says he is leaving, the sixth xAI co-founder to depart; sources and social media posts show 6+ researchers left in recent weeks (Financial Times)

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Cloudflare reports Q4 revenue up 34% YoY to $614.5M, above $591.3M est., and forecasts full-year and Q1 revenue above estimates; NET jumps 14%+ pre-market (Mike Wheatley/SiliconANGLE)

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Sources: OpenAI fired VP Ryan Beiermeister in January for alleged sexual discrimination; she had earlier raised concerns about the upcoming launch of adult mode (Wall Street Journal)

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Alphabet raised almost $32B in debt in less than 24 hours; it sold sterling- and Swiss franc-denominated offerings following Monday's $20B dollar debt sale (Bloomberg)

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OpenAI updates ChatGPT's deep research tool with GPT-5.2, a full-screen report view, and an option to focus research on specific websites (Matthias Bastian/The Decoder)

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A profile of Anthropic and its key executives like Chris Olah, and a look at Project Vend, an internal "Claudius" experiment to run the office vending machine (Gideon Lewis-Kraus/New Yorker)

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Samsung announces a Galaxy Unpacked event on February 25 at 10am PT in San Francisco, where it is expected to introduce the Galaxy S26 series (Max Buondonno/The Shortcut)

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LayerZero Labs unveils a new Layer 1 blockchain called Zero, in collaboration with Citadel Securities, DTCC, Google Cloud, and Intercontinental Exchange (RT Watson/The Block)

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Ex-SafeMoon CEO Braden John Karony is sentenced to 100 months in prison for defrauding investors and is ordered to forfeit ~$7.5M and two residential properties (Sarah Wynn/The Block)

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Kalshi says it registered over $1B in trades related to the Super Bowl; Piper Sandler analysts say Kalshi and Polymarket saw ~$1.2B in total trading on Sunday (Bloomberg)

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Discord says that the "vast majority of people can continue using Discord exactly as they do today" without needing to use a face scan or ID to verify their age (The Verge)

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Robinhood reports Q4 revenue up 27% YoY to $1.28B, below est., crypto revenue down 38% to $221M, below est., and net income down 34%; HOOD drops 5%+ after hours (Hannah Erin Lang/Wall Street Journal)

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Sen. Warren plans bipartisan legislation with Sen. Banks that bans the sale of certain AI chips to China after Dario Amodei met with Warren and other lawmakers (Ashley Gold/Axios)

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Boston Dynamics CEO Robert Playter steps down after more than 30 years with the company and plans to retire; CFO Amanda McMaster will take over as interim CEO (Brianna Wessling/The Robot Report)

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Lyft reports Q4 revenue up 3% YoY to $1.59B vs. $1.76B est., forecasts Q1 adjusted EBITDA below est., announces a $1B share buyback; LYFT drops 13%+ after hours (Akash Sriram/Reuters)

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In opening statements in a social media addiction trial in Los Angeles, YouTube argues it is an entertainment service like Netflix rather than a social network (New York Times)

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Five members of xAI's 12-person founding team have now left the company, with four of the departures coming in just the last year (Russell Brandom/TechCrunch)

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Global installed base of active smartphones grew 2% in 2025; eight OEMs had 200M+ active devices each, and nearly one in four active smartphones is an iPhone (Tarun Pathak/Counterpoint Research)

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Slack messages: some staffers complained about Marc Benioff making jokes about ICE at a Salesforce event, including about ICE surveilling employee travel (Ashley Stewart/Business Insider)

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Tech Oversight Project: ahead of a landmark social media addiction trial, Meta paid for 3,500+ ads on CNN, Fox, and others to promote Instagram's Teen Accounts (Annie Bang/Bloomberg)

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Facebook rolls out the ability for users to animate their profile picture and to restyle Stories or Memories using preset options or a text-based AI prompt (Jay Peters/The Verge)

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Sam Bankman-Fried, who is serving 25 years for fraud, files a long-shot request for a new trial, says new witness testimony could refute the prosecution's case (Bob Van Voris/Bloomberg)

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Newo, which offers AI voice and text agents that act as always-on front desks for SMBs, raised a $25M Series A, bringing its total funding to $32M (Duncan Riley/SiliconANGLE)

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Microsoft is automatically replacing Secure Boot certificates for older PCs before they start to expire later in 2026; Secure Boot was first introduced in 2011 (Jess Weatherbed/The Verge)

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Sources: KPMG negotiated a 14% lower fee for its 2025 audit by threatening to find a new accountant if Grant Thornton didn't pass on its cost savings from AI (Stephen Foley/Financial Times)

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Gary Shapiro plans to step down as CEO of the Consumer Technology Association, the owner and producer of the annual CES conference in Las Vegas, after 35+ years (Todd Spangler/Variety)

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Sources: Spain-based Multiverse, which shrinks LLMs to reduce energy and compute costs, is in talks to raise ~€500M at a €1.5B+ valuation and has hit €100M ARR (Bloomberg)

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Singapore blames China-backed hacking group UNC3886 for an 11+ months-long cyber-espionage campaign that targeted its four largest telecommunication companies (Zack Whittaker/TechCrunch)

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Reco, which makes AI agents that monitor SaaS environments for threats, raised a $30M Series B led by Zeev Ventures, taking its total funding to ~$85M (Meir Orbach/CTech)

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Vega, which uses AI to find security threats in cloud services and data storage, raised a $120M Series B at a $700M valuation, taking its total funding to $185M (Rebecca Bellan/TechCrunch)

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Sources: crypto exchange Kraken has fired its CFO, Stephanie Lemmerman, ahead of its long-awaited IPO; Lemmerman joined Kraken from Dapper Labs in November 2024 (Ian Allison/CoinDesk)

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Doc: the EU proposes banning crypto transactions with Russia to prevent the circumvention of sanctions through platforms like A7 and stablecoins like A7A5 (Andy Bounds/Financial Times)

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The EU grants Google unconditional antitrust approval for Google's $32B acquisition of cybersecurity startup Wiz, saying it does not raise competition concerns (Foo Yun Chee/Reuters)

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