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Q&A with Replit CEO Amjad Masad, who says India is Replit's second-largest market by active users, on integrating Razorpay's tech, AI's impact on SaaS, and more (Bhavya Dilipkumar/Moneycontrol)

Indian conglomerate Adani Group announces plans to invest $100B to build renewable energy-powered AI-ready data centers across India by 2035 (Urvi Dugar/Reuters)

How LLMs are dismantling the moats that made vertical SaaS defensible, and why the market selloff is structurally justified but temporally exaggerated (Nicolas Bustamante/@nicbstme)

Indian IT giant Infosys partners with Anthropic to develop AI services for telecom, with plans to expand to finance, manufacturing, and software development (Kosaku Narioka/Wall Street Journal)

Top AI researchers argue that AI is now more useful for mathematics thanks to the latest "reasoning" models, as math becomes a key way to test AI progress (Melissa Heikkilä/Financial Times)

Micron, which has undertaken a $200B US expansion, says it can currently meet about 50% to 66% of demand for some key customers, as AI drives memory chip demand (Robbie Whelan/Wall Street Journal)

Sources: US healthcare manufacturer Danaher is nearing a deal to buy medtech company Masimo for ~$10B; Masimo is in an IP dispute with Apple over Apple Watch (Financial Times)

Sources: Moonshot, the Chinese startup behind Kimi chatbot, is targeting a $10B valuation in a funding round expansion after securing $500M at a $4.3B valuation (Bloomberg)

UK software firm Pinewood's stock fell ~31% on February 16 after Apax withdrew its £575M takeover offer, citing "prevailing challenging market conditions" (Alexandra Heal/Financial Times)

Sources: top VC firms in India like Khosla and Accel are set to commit investments from $300M to $500M each to India's AI ecosystem at the AI Impact Summit (The Economic Times)

Valve says the Steam Deck OLED may be "intermittently" out of stock due to memory and storage shortages; it has been out of stock in the US for a few days (Jay Peters/The Verge)

Sony says it has developed tech to identify copyrighted music in AI-generated songs, aiming to help rights holders receive compensation if their music was used (Rei Nakafuji/Nikkei Asia)

Micron launches the first mass-produced PCIe 6.0 SSDs, with read speeds up to 28GB/s, double that of PCIe 5.0 SSDs, optimized for AI and data center deployments (Aaron Klotz/Tom's Hardware)

Letter and sources: Starboard plans to nominate a majority slate to Tripadvisor's board; Starboard holds a 9% stake, and TRIP has dropped ~46% in the past year (Ben Glickman/Wall Street Journal)

Nifty IT Index, which tracks Indian IT stocks, slumped ~15% so far in February due to worries about AI, and is on track for its worst month since March 2020 (Bloomberg)

Ireland's DPC says it has opened a "large-scale" inquiry into X over the creation and publication of "potentially harmful" sexualized images by Grok (Hannah Murphy/Financial Times)

Manus launches Manus Agents, allowing users to access Manus directly inside messaging apps, starting with Telegram and coming soon to other platforms (Manus)

Apple debuts iOS 26.4 beta 1 for developers, adding limited support for encrypted RCS messages, enhancements to Apple Music, a Smart List for Reminders, more (Chance Miller/9to5Mac)

Q&A with Google Chief AI Scientist Jeff Dean about the evolution of Google Search, TPUs, coding agents, balancing model efficiency and performance, and more (Latent.Space)

Sources: SpaceX and xAI are competing in a $100M DoD contest to make voice-controlled, autonomous drone swarms; OpenAI is helping Applied Intuition's submission (Katrina Manson/Bloomberg)

Apple says it will bring "advanced video capabilities" to Apple Podcasts this spring, including allowing users to switch between watching and listening to shows (Todd Spangler/Variety)

Internal email: the European Parliament has blocked AI features on the work devices of lawmakers and their staff over cybersecurity and data protection concerns (Politico)

Crypto lender Nexo says it is relaunching in the US in partnership with Bakkt, three years after leaving the US and paying a $45M fine to settle SEC charges (Elizabeth Howcroft/Reuters)

As India hosts its AI Impact Summit in New Delhi this week, the country is promoting its approach of developing cheaper AI tools aimed at solving local problems (Tripti Lahiri/Wall Street Journal)

A look at the fall of Indian edtech startup Byju's, leading to US court sanctions, as lenders accuse founder Byju Raveendran of siphoning $533M of a $1.2B loan (Financial Times)

A senior official says Pentagon is "close" to designating Anthropic a "supply chain risk", requiring all US military contractors to sever ties with the company (Axios)

Apple sends invites for a "special Apple Experience" event on March 4 in New York City; rumors suggest an M5 MacBook Pro, entry-level iPad Air, and iPhone 17e (Hartley Charlton/MacRumors)

Data analytics company Fractal, which became India's first AI unicorn in 2022, raised $313M in its Mumbai IPO; its shares fell 5% amid a weak Indian IPO market (Rajesh Mascarenhas/Bloomberg)

Samsung releases an ad for the Galaxy S26 series that briefly shows a "Zero-peeking privacy" toggle to black out on-screen content for onlookers at an angle (Dominic Preston/The Verge)

Anthropic opens a Bengaluru office, its second in Asia, says its India run-rate revenue doubled since October, and curates training data for 10 Indic languages (Anthropic)

Sources: Sony is considering pushing back the debut of its next PlayStation console to 2028 or even 2029, as the AI boom fuels huge memory chip demand (Bloomberg)

London lawsuit: Getir co-founders Nazim Salur and Serkan Borançılı sue Abu Dhabi's Mubadala for $700M, alleging a "significant loss" in breaking up Getir assets (Suzi Ring/Financial Times)

Alibaba debuts Qwen3.5, a 397B-parameter open-weight multimodal AI model that it says is 60% cheaper to use and 8x better at large workloads than Qwen3 (Eduardo Baptista/Reuters)

Analysis: US productivity rose by ~2.7% in 2025, nearly doubling the 1.4% annual average over a decade, as AI-exposed sectors cooled their entry-level hiring (Erik Brynjolfsson/Financial Times)

OpenAI retired GPT-4o on February 13, angering loyal users, 20K+ of whom signed a petition; 4o showed the unique attachment that people can form with chatbots (Shirin Ghaffary/Bloomberg)

ByteDance says it "respects IP rights and we have heard the concerns regarding Seedance" and it plans to "strengthen" safeguards, after Disney's legal threats (Osmond Chia/BBC)

A look at the US tech industry's effort to influence Californian politics: fighting the 5% billionaire tax, super PACs, and seeking a new tech-friendly governor (Dara Kerr/The Guardian)

A look at Anti Fund, a small VC firm cofounded by YouTuber Jake Paul that has gained access to hot rounds in startups like OpenAI, Anduril, Polymarket, and Ramp (Jake Angelo/Fortune)

In a podcast, OpenClaw creator Peter Steinberger describes his phone calls with Mark Zuckerberg and Sam Altman, and says he had been contacted by "every big VC" (Marcus Schuler/Implicator.ai)

Analysis: sports bets on Kalshi generate an estimated ~$1.3B in annualized revenue, underscoring the threat prediction markets pose to traditional operators (Financial Times)

Sensor Tower: dating app downloads in Saudi Arabia have risen annually for five years, hitting 3.5M in 2025, as liberalization enables more casual relationships (Omar Abdel-Baqui/Wall Street Journal)

Credit derivatives trading on specific tech companies continues to rise, amid concerns that they may be borrowing too much to fuel AI development (Bloomberg)

Vitalik Buterin, who backed Polymarket, says he's "starting to worry" that prediction markets "seem to be over-converging to an unhealthy product market fit" (Zack Abrams/The Block)

Sensor Tower: TikTok's US DAUs were ~95% of its usership the week of January 19, with metrics showing little sign of a mass exodus since its January 23 takeover (Matthew Chin/CNBC)

Bengaluru-based C2i Semiconductors, building a "grid-to-GPU" power system for datacenters, raised a $15M Series A led by Peak XV, bringing total funding to $19M (Jagmeet Singh/TechCrunch)

Following Disney, Paramount sent a cease-and-desist letter to ByteDance, alleging its AI-generated Seedance videos and Seedream images infringed Paramount's IP (Todd Spangler/Variety)

Keir Starmer says no platform "should get a free pass", as the UK moves to tighten online safety laws covering AI chatbots and social media, to protect children (Mari Novik/Financial Times)

India-based AI cloud startup Neysa plans to raise up to $600M in equity led by Blackstone, plus $600M in debt, to deploy 20K+ GPUs in India for AI training (Baiju Kalesh/Bloomberg)

A look at a new generation of Chinese billionaire AI entrepreneurs who keep a low profile, with fortunes entwined with China's push for tech independence (Bloomberg)

Researchers outline Iran's digital surveillance capabilities, integrated across communications and internet networks, and recently used to track down protesters (New York Times)