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Techmeme

Amazon's Ring cancels its partnership with Flock Safety, which would have let law enforcement agencies request footage from Ring doorbell users, after backlash (Jennifer Pattison Tuohy/The Verge)

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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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