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  • Fri Feb 20

How Trump's opposition to state-level AI regulation has driven a wedge in the GOP, killing Florida's proposed AI Bill of Rights, which Governor DeSantis backed (New York Times)

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Apple acquires MotionVFX, a Polish company that develops plugins, visual effects, and motion graphics tools for Final Cut Pro (Hartley Charlton/MacRumors)

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Halcyon, which uses AI to aggregate documents from public utility commissions, energy regulators, and more, raised a $21M Series A led by Energize Capital (Katie Fehrenbacher/Axios)

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Encyclopedia Britannica and its Merriam-Webster subsidiary sue OpenAI for allegedly misusing their reference materials to train its AI models (Blake Brittain/Reuters)

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Job ads show Southeast Asian scam hubs are recruiting humans to make deepfake video calls to facilitate crypto and romance scams (Matt Burgess/Wired)

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Sources: OpenAI is in advanced talks with PE firms including TPG and Advent to form a JV that would distribute its enterprise tools to their portfolio companies (Reuters)

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Sources: OpenAI appoints new leaders to oversee Stargate after deciding to rent more AI servers from cloud providers, and splits its computing effort in three (Anissa Gardizy/The Information)

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Taiwan's chip sector faces critical supply risks as the island relies on the Middle East for 37% of its LNG and much of its helium and sulfur, amid the Iran war (Bloomberg)

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Apple unveils the $549 AirPods Max 2, with an H2 chip, up to 1.5x more effective ANC, studio-quality audio recording, and camera remote, shipping in early April (Apple)

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Chip cooling startup Frore, which designs channels that conduct liquid coolant in 3D shapes unique to each chip, raised $143M led by MVP at a $1.64B valuation (Dina Bass/Bloomberg)

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GovAI and Brookings: many of the people most at risk if AI transforms work are also the best placed to find new jobs, as researchers disagree over AI's impact (Washington Post)

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Memo: Alibaba unveils Alibaba Token Hub, a new AI unit that consolidates research, consumer-facing apps, AI products, and more, as it focuses on monetizing AI (Luz Ding/Bloomberg)

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Sources: OpenAI faced intense backlash from its advisory council over a planned ChatGPT "adult mode", delayed earlier in March due to technical and other issues (Wall Street Journal)

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How tech billionaires are turning on the Giving Pledge, promoted by Bill Gates and Warren Buffett; Peter Thiel says he privately told ~12 signers to undo it (Theodore Schleifer/New York Times)

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Nebius says Meta plans to spend up to $27B over the next five years to access AI infrastructure, starting with $12B of capacity in early 2027; NBIS jumps 12%+ (Kurt Wagner/Bloomberg)

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Foxconn reports Q4 revenue up 22% YoY to ~$81B, net profit down 2% YoY to ~$1.4B, below ~$1.9B est., due to a higher tax expense, and a 5.9% gross profit margin (Sherry Qin/Wall Street Journal)

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Samsung Galaxy S26 Ultra review: Privacy Display works well, meaningful camera upgrades, and sleeker than the S25 Ultra, but still big, expensive, and lacks Qi2 (Allison Johnson/The Verge)

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Google, Microsoft, LinkedIn, Meta, Amazon, OpenAI, Adobe, and Match sign a voluntary pledge to share threat intelligence about how scammers abuse their services (Sam Sabin/Axios)

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How competition between Brazilian delivery app iFood and Meituan's Keeta in Brazil has descended into accusations of corporate espionage and shady tactics (Financial Times)

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As AI models commodify, Apple's plans to spend just $14B on 2026 capex, far below hyperscalers' combined $650B, or 90%+ of their cash flow, may be a genius move (Horace Dediu/Asymco)

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Sources: Hua Hong is readying a 7nm process at its Shanghai fab with Huawei's collaboration, which would make it China's second chipmaker at the node after SMIC (Fanny Potkin/Reuters)

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Sources: Alibaba may unveil a Qwen-based AI agent for enterprises as soon as this week, and plans to gradually integrate the agent into its services like Alipay (Luz Ding/Bloomberg)

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Spotify announces Taste Profile editing in beta, the first time it lets users fine-tune the recommendation algorithm, starting with Premium users in New Zealand (Sarah Perez/TechCrunch)

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Sources: Microsoft cut plans to add some Copilot AI features to Windows 11 and shipped some tools without the Copilot branding, to reduce AI bloat in the OS (Zac Bowden/Windows Central)

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Reliz, which operates crypto lender BlockFills, files for Chapter 11 bankruptcy, reporting $50M to $100M in estimated assets and $100M to $500M in liabilities (Timmy Shen/The Block)

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Google and Accel's joint AI startup accelerator Atoms picks five Indian startups from 4,000+ applications, saying ~70% of rejected applicants were AI "wrappers" (Jagmeet Singh/TechCrunch)

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President Trump accuses Iran of using AI as a "disinformation weapon" to make fake images of wartime successes against the US, saying "AI can be very dangerous" (Kenrick Cai/Reuters)

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Micron completes the $1.8B acquisition of Powerchip's DRAM fab in Taiwan, and plans a second fab of similar scale with construction starting by the end of FY26 (Wen-Yee Lee/Reuters)

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JD.com launches online marketplace Joybuy in the UK, Germany, France, the Netherlands, Belgium, and Luxembourg, as it expands globally to challenge Amazon (Reuters)

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Q&A with Waymo co-CEO Tekedra Mawakana on accidents, why autonomous vehicles won't lead to job losses, plans to license Waymo tech to other companies, and more (Jordyn Holman/New York Times)

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Standard Kernel, which is making AI-powered GPU optimization software, raised a $20M seed led by Jump Capital, with General Catalyst and others participating (Clinton Nwachukwu/Ventureburn)

1w
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Recovered notes from a lobbyist's phone outline a $5M payment structure tied to Argentine President Milei and other top officials' promotion of the Libra token (Zack Abrams/The Block)

1w
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Intellexa's founder says his firm sells surveillance tech exclusively to governments, reviving claims of state spying in Greece after being sentenced last month (Eliza Triantafillou/OCCRP)

1w
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Scanner, which helps organizations build cloud-native security data lakes for threat hunting, detection, and response, raised a $22M Series A led by Sequoia (Ionut Arghire/SecurityWeek)

1w
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Indian edtech startup upGrad plans to acquire rival Unacademy in an all-stock deal; Unacademy was valued at less than $500M in 2025, down from $3.5B in 2021 (Jagmeet Singh/TechCrunch)

1w
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Tether, flush with cash, has been investing in diverse sectors ranging from sleep tech company Eight Sleep to humanoid robotics company Neura Robotics (PitchBook)

1w
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Study: most AI-generated videos on social media about the war in Iran push pro-Iranian views, often exaggerating its military capabilities and sophistication (New York Times)

1w
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The gaming industry is shaping up to be one of the AI boom's biggest casualties, from job losses to rising console prices due to the global RAM shortage (Helen Vogelsong-Donahue/Wired)

1w
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Zendesk agrees to acquire Forethought, which makes AI-powered customer support software, for an undisclosed sum; Forethought has raised $115M (Julie Bort/TechCrunch)

1w
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San Francisco's housing market is seeing a big rebound, driven by the AI boom; Apartment List says rents rose 14% YoY in February, the fastest growth in the US (Katherine Bindley/Wall Street Journal)

1w
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Takeaways from the 2026 Game Developers Conference: a high volume of job seekers amid layoffs, AI was the hot buzzword, more outsourcing than ever, and more (Jason Schreier/Bloomberg)

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A preview of Nvidia's 2026 GTC, which kicks off on March 16, where the company is expected to unveil new agentic-optimized CPUs, a CPU-only rack, and more (Katie Tarasov/CNBC)

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Drones caused a Qatari Helium-producing energy hub to shutter; crucial in chipmaking, Bloomberg says the closed hub makes up ~33% of global Helium production (Ines Ferré/Yahoo Finance)

1w
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Kaiko: cumulative trading volume on crypto exchange Hyperliquid's perpetual oil futures surged to ~$7.3B on March 12 from $339M on February 28 amid the Iran war (Vicky Ge Huang/Wall Street Journal)

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Sources: ByteDance suspended the global launch of Seedance 2.0 amid copyright disputes with Hollywood studios and streamers; it was launched in China last month (The Information)

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A survey of 1,000 hiring managers: 59% say they stress AI's role in layoffs or hiring freezes "because it plays better"; only 9% say AI has fully replaced roles (Gautam Mukunda/Bloomberg)

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TSMC's N3 logic wafer capacity has become one of the AI industry's biggest constraints, which could push customers to explore greater foundry diversification (SemiAnalysis)

1w
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An interview with SemiAnalysis CEO Dylan Patel on logic, memory, and power bottlenecks in scaling AI compute, Nvidia securing TSMC N3 allocation early, and more (Dwarkesh Patel/Dwarkesh Podcast)

1w
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An excerpt from the upcoming book Project Maven details how the Pentagon enlisted Silicon Valley to build AI-powered tools of war, now being used in Iran (Katrina Manson/Bloomberg)

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Mobile internet blackouts hit Moscow as the Kremlin tightens control; Roskomnadzor data shows average daily traffic is down ~20% in March compared to February (Anastasia Stognei/Financial Times)

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Entries updated Mar 22, 2026 04:58:42 PM PDT

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