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Techmeme

Apple's stock fell 5% on February 12, its worst day since April 2025, following FTC scrutiny of Apple News and reports of delays to Siri's anticipated AI update (Jennifer Elias/CNBC)

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Applied Materials reports Q1 revenue down 2% YoY to $7.01B, vs. $6.86B est., net income up 71% YoY to $2B, and forecasts Q2 revenue above est.; AMAT jumps 10%+ (Dina Bass/Bloomberg)

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A US jury finds Apple did not infringe Optis' 4G wireless technology patents, after two earlier trial verdicts Optis had won were overturned (Blake Brittain/Reuters)

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Russia confirms it has blocked WhatsApp, citing Meta's "unwillingness to comply with Russian law", and proposes that Russians switch to the state-owned Max app (Reuters)

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In a memo to US lawmakers, OpenAI accused DeepSeek of using distillation techniques to train the next generation of R1 and "free-ride" on leading US AI models (Bloomberg)

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Coinbase reports Q4 revenue down 22% YoY to $1.78B, vs. $1.84B est., transaction revenue down 37% to $983M, a net loss of $667M, vs. a $1.3B profit in Q4 2024 (André Beganski/Decrypt)

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Didero, which provides an agentic AI layer that integrates with ERP systems to automate supply chains, raised a $30M Series A co-led by Chemistry and Headline (Marina Temkin/TechCrunch)

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Instacart reports Q4 revenue up 12% YoY to $992M vs. $974M est., gross transaction value up 14% to $9.85B, gives strong Q1 guidance; CART jumps 14%+ after hours (Samantha Subin/CNBC)

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Roku reports Q4 revenue up 16% YoY to $1.39B, vs. $1.35B est., and an $80.5M net income, vs. a $35.5M loss in Q4 2024; ROKU jumps 9%+ after hours (Lucas Manfredi/The Wrap)

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Airbnb reports Q4 revenue up 12% YoY to $2.78B, vs. $2.72B est., Nights and Seats Booked up 10% to 121.9M, and forecasts Q1 revenue above estimates (Ashley Capoot/CNBC)

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Pinterest reports Q4 revenue up 14% YoY to $1.32B, vs. $1.33B est., MAUs up 12% to 619M, and forecasts Q1 revenue below estimates; PINS drops 17%+ after hours (Jonathan Vanian/CNBC)

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Highspot, which has raised $650M and makes AI-powered sales enablement software, plans to merge with rival Seismic; the combined company will be called Seismic (Taylor Soper/GeekWire)

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IBM says it plans to triple entry-level hiring in the US in 2026 "for all these jobs that we're being told AI can do" (Jo Constantz/Bloomberg)

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Cisco stock falls 12%+ as rising memory prices put pressure on the networking company's margins; it is the stock's worst day since 2022 (Lola Murti/CNBC)

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Anthropic's latest funding round includes part of the $15B commitment from Microsoft and Nvidia in 2025; sources say the remainder was several times subscribed (George Hammond/Financial Times)

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An interview with OpenAI president Greg Brockman on donating $50M to AI and pro-Trump super PACs, why such donations serve a larger AI mission, and more (Maxwell Zeff/Wired)

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Ever, which says it is the first "AI-native, full-stack" retail marketplace for electric vehicles, raised a $31M Series A led by Eclipse (Sean O'Kane/TechCrunch)

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Anthropic says its run-rate revenue hit $14B, growing over 10x annually in the past three years, and Claude Code's run-rate revenue hit $2.5B (Ashley Capoot/CNBC)

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Anthropic raised a $30B Series G led by GIC and Coatue and co-led by D. E. Shaw, Dragoneer, Founders Fund, Iconiq, and MGX at a $380B post-money valuation (Anthropic)

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Spotify says AI is helping it speed up coding and product velocity and its best developers "have not written a single line of code since December" (Sarah Perez/TechCrunch)

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Sources: Palo Alto Networks ordered the removal of direct attributions to China from a Unit 42 report on a hacking campaign over fears of retaliation from China (Reuters)

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ServiceNow is acquiring Pyramid Analytics, which makes business intelligence and analytics tools, sources say for hundreds of millions; Pyramid has raised $200M (Globes)

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GPT-5.3-Codex-Spark is OpenAI's first AI model to run on chips from Nvidia rival Cerebras; OpenAI says Codex has more than 1M weekly active users (Rachel Metz/Bloomberg)

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OpenAI launches a research preview of GPT-5.3-Codex-Spark, a smaller version of GPT-5.3-Codex that it claims generates code 15 times faster, for Pro users (David Gewirtz/ZDNET)

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Letter: the EU launched a new probe into Google for potentially "artificially increasing the clearing price" of ad auctions "to the detriment of advertisers" (Samuel Stolton/Bloomberg)

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US DOJ antitrust chief Gail Slater says she is leaving, in a departure viewed as a victory for tech giants over some of MAGA's more populist voices (Axios)

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YouTube launches an app for the Apple Vision Pro, with standard videos, 180° and 360° videos, and YouTube Shorts; devices with the M5 chip can play 8K videos (Joe Rossignol/MacRumors)

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Opaque, which offers enterprise tools for data privacy in AI workflows, raised a $24M Series B at a $300M valuation, bringing its total raised to $55.5M (Duncan Riley/SiliconANGLE)

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MiniMax releases M2.5, claiming the model delivers on the "intelligence too cheap to meter" promise, priced at $0.30/1M input tokens and $1.20/1M output tokens (MiniMax)

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Waymo begins deploying its next-gen Ojai robotaxis, which it says can better navigate in harsh weather, starting with employees and their guests in SF and LA (CNBC)

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Sony launches the $330 WF-1000XM6 earbuds, with AI-powered beamforming mics for enhanced voice call clarity, improved ANC, and hands-free Gemini on Android (Chris Welch/Bloomberg)

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Google updates Gemini 3 Deep Think to better solve modern science, research, and engineering challenges and expands it via the Gemini API to some researchers (The Keyword)

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ByteDance's new AI video generation model Seedance 2.0 goes viral in China, with one state-backed newspaper saying it is bigger than DeepSeek's "Sputnik moment" (Eduardo Baptista/Reuters)

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Israeli authorities charge a reservist and a civilian for allegedly using classified information to bet on "the occurrence of military operations" on Polymarket (Financial Times)

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Nvidia launches a native GeForce Now app on select Amazon Fire TV sticks, offering up to 1080p and 60fps gaming; Fire TV users previously had to sideload it (Kris Holt/Engadget)

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Q&A with Stratechery's Ben Thompson on aggregation theory, AI, TikTok, ByteDance, AI agentic commerce, SaaS stocks, running Stratechery, TSMC, Stripe, and more (John Collison/Cheeky Pint)

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Simile, which uses AI to help companies predict human behavior, including guessing items customers might buy, raised $100M led by Index and emerges from stealth (Edward Ludlow/Bloomberg)

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Crypto transaction volume linked to suspected human trafficking, largely based in Southeast Asia, hit hundreds of millions of dollars in 2025, up 85% YoY (Chainalysis)

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A profile of Applied Intuition, which makes self-driving simulation software and booked ~$800M in 2025 revenue at 80%+ gross margins, as it expands beyond cars (Iain Martin/Forbes)

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Anthropic donates $20M to Public First, a super PAC pushing for AI guardrails and transparency in opposition to OpenAI-backed PACs, ahead of the US midterms (Theodore Schleifer/New York Times)

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Google's TIG says Gemini has been inundated by "commercially motivated" actors who are trying to clone it, including one campaign that prompted it 100K+ times (Kevin Collier/NBC News)

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Alibaba says Qwen's e-commerce service, offering a ~$3.60 voucher, generated 120M+ orders from Chinese users over the past six days, ahead of the Lunar New Year (Juro Osawa/The Information)

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Waymo co-CEO Tekedra Mawakana expects the company to hit 1M+ paid weekly robotaxi rides in the US by the end of 2026, up from ~400K per week in six cities now (Edward Ludlow/Bloomberg)

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Internal messages: Amazon steers teams to use its in-house AI coding assistant Kiro for production, prompting criticism as ~1,500 employees push for Claude Code (Eugene Kim/Business Insider)

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xAI all-hands: Nikita Bier says X hit $1B in ARR from selling $3- to $40-per-month subscriptions, but offered no details on ad revenue or other xAI financials (Theo Wayt/The Information)

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AI tools like Opus 4.6 actually do make engineers 10x more productive and are addictive, but the "AI Vampire" effect is causing widespread developer burnout (Steve Yegge)

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Dutch payments company Adyen reports H2 2025 net revenue up 17% YoY to €1.27B and forecasts 2026 net revenue growth at 20%-22%, vs 22.8% est.; ADYEN falls 15%+ (Kai Nicol-Schwarz/CNBC)

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Samsung says it sent the first commercial HBM4 shipments to customers; Samsung seeks to supply Nvidia and compete with memory rivals like SK Hynix and Micron (Yoolim Lee/Bloomberg)

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Meta's auditor Ernst & Young raised a red flag over the financial engineering Meta used to keep its $27B Hyperion data center project off its balance sheet (Jonathan Weil/Wall Street Journal)

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Private equity and private credit groups' big bets on SaaS companies, the biggest area of PE activity in the past decade, risk being derailed by the rise of AI (Financial Times)

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