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Fri Feb 20
Super Micro says co-founder Yih-Shyan Liaw has resigned from its board after US prosecutors indicted him on allegations of smuggling Nvidia AI chips to China (Jordan Novet/CNBC)
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Anthropic launches Claude Code channels, which let users interact with a Claude Code session through Telegram and Discord (Marcus Schuler/Implicator.ai)
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Jensen Huang proposes a compensation model where engineers receive an AI token budget on top of their base salary, to deploy agents as productivity multipliers (Anniek Bao/CNBC)
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Pinterest CEO Bill Ready calls on governments to ban social media for users under 16, says social platforms gave "insufficient forethought" about consequences (Bill Ready/Time)
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Microsoft acknowledges complaints about Windows 11, promising a reduction of "unnecessary" Copilot integrations, more control over updates, and more (Ed Bott/ZDNET)
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Sources: contract electronics manufacturer Zetwerk plans to file for an IPO in India, aiming to raise ~$550M at a ~$4B valuation; it was valued at $3.1B in 2024 (Reuters)
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Memo: Roblox is planning to take a share of revenue from sponsorships in its games and is overhauling advertising policies beginning May 4 (Cecilia D'Anastasio/Bloomberg)
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A judge issues an order requiring Kalshi to temporarily halt sports and election contracts in Nevada, the first US state to force Kalshi to cease operations (Kate Knibbs/Wired)
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WordPress.com says it will now allow AI agents to draft, edit, and publish content on customers' websites, as well as manage comments, update metadata, and more (Sarah Perez/TechCrunch)
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OpenAI plans "an autonomous AI research intern" by September and says its "North Star" is to build a fully automated multi-agent research system by 2028 (Will Douglas Heaven/MIT Technology Review)
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A new anonymous Substack alleges AI compliance startup Delve "faked" compliance for startups by generating pre-populated audit reports and fabricating evidence (DeepDelver)
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Google is running a "small" experiment replacing news headlines in search results with AI-generated ones, after adding the feature in Google Discover in January (Sean Hollister/The Verge)
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Mistral's CEO proposes a revenue-based levy for AI model providers in the EU, to be invested "in new content creation and supporting Europe's cultural sectors" (Arthur Mensch/Financial Times)
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The White House releases an AI policy framework, explicitly calling on Congress to preempt state AI laws, create age-gating requirements for AI models, and more (Politico)
3d
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Filing: Unitree, China's leading robot company, is aiming to raise ~$610M in its Shanghai IPO; it brought in ~$247M in revenue in 2025 and ~$41.6M in net profit (Jessica Sui/Bloomberg)
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Sources: Amazon's ZeroOne unit is developing "Transformer", a phone that syncs with Alexa; it would be Amazon's second smartphone, after the Fire Phone in 2014 (Greg Bensinger/Reuters)
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Shareholder letter: crypto exchange Gemini has cut ~30% of its staff since the start of 2026 and employed ~445 people as of March 1; Gemini lost $500M+ in 2025 (Olga Kharif/Bloomberg)
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Memo: ByteDance agrees to sell gaming unit Moonton to Savvy Games, owned by Saudi Arabia's PIF, sources say for $6B; ByteDance bought Moonton for ~$4B in 2021 (Bloomberg)
3d
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Xiaomi unveils its MiMo-V2 AI models, including the 1T-parameter MiMo-V2-Pro, codenamed Hunter Alpha, which Xiaomi says benchmarks close to GPT-5.2 and Opus 4.6 (Carl Franzen/VentureBeat)
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Filing: the SEC approved a Nasdaq rule change allowing some securities to trade in tokenized form; the new approach will be tested in an upcoming pilot program (The Block)
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Alibaba and Tencent lost a combined $66B in market value over about 24 hours as investors reacted to unclear monetization plans for their AI investments (Bloomberg)
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Sources: Indian AI data center operator Yotta is aiming to secure ~$500M to $600M at a ~$4B valuation, then file initial paperwork for an IPO within weeks (Saritha Rai/Bloomberg)
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Microsoft releases MAI-Image-2, ranked #3 on the text-to-image Arena leaderboard behind models from Google and OpenAI, available in the MAI Playground (Jose Antonio Lanz/Decrypt)
3d
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Filing: Blue Origin seeks US FCC approval to deploy nearly 52K satellites as part of "Project Sunrise", its proposed orbital AI data center system (Micah Maidenberg/Wall Street Journal)
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Sources: Jeff Bezos' $100B fund would be part of the same holding company as Project Prometheus and would invest in companies that could benefit from its tech (New York Times)
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How AI startups and founders use "taste" as the latest buzzword for describing and distinguishing their products, in an attempt to evoke an aura of artisanality (Kyle Chayka/New Yorker)
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A US DOJ operation disrupted four botnets that infected 3M+ devices and includes the Aisuru and Kimwolf botnets used in a 31.4 Tbps DDoS attack in December 2025 (Andy Greenberg/Wired)
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MiniMax releases M2.7, a proprietary "self-evolving" LLM that the company used to build, monitor, and optimize the model's own reinforcement learning harnesses (Carl Franzen/VentureBeat)
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A man accused of using thousands of bot accounts to stream AI songs, making millions in royalties, pleads guilty in US district court to wire fraud conspiracy (Murray Stassen/Music Business Worldwide)
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Sources: the White House plans to unveil a federal AI framework on Friday covering preemption of state laws, child safety, communities, creators, and censorship (Axios)
3d
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US prosecutors charge three people affiliated with Super Micro, including a co-founder, with smuggling Nvidia chips to China; SMCI drops 11.85% after hours (Jordan Novet/CNBC)
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OpenAI plans to unify ChatGPT, Codex, and its browser into a desktop "superapp" to simplify the user experience and focus on engineering and business customers (Berber Jin/Wall Street Journal)
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Sources: Anthropic met behind closed doors with House Homeland Security and discussed issues like export controls, only briefly touching on its DOD fight (Maria Curi/Axios)
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Nvidia says it will sell 1M GPUs and a broad mix of other chips, including new Groq chips, to AWS by the end of 2027; financial terms were not disclosed (Stephen Nellis/Reuters)
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Filing: the Pentagon says Anthropic's use of foreign workers, including from China, poses security risks and that its case is "different" from other companies' (Maria Curi/Axios)
3d
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Verily raised $300M led by Series X Capital, giving it ~2 years of runway per a source; Alphabet remains an investor but no longer has a controlling stake (Axios)
3d
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Sources: Kalshi is raising ~$1B led by Coatue at a $22B valuation, up from the $11B valuation announced in December, and has a revenue run rate of ~$1.5B (Yuliya Chernova/Wall Street Journal)
3d
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Amazon acquires Zurich-based autonomous robotics startup Rivr, formerly Swiss-Mile; PitchBook: the startup was valued at $110M in an August 2024 funding round (The Information)
3d
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Signal's Moxie Marlinspike says his privacy-focused AI platform Confer will integrate its encryption tech into Meta AI to provide E2EE for chatbot interactions (Wired)
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Sources: Google has started consumer beta testing of a dedicated Gemini AI app for the Mac, as it seeks to compete with Mac apps for ChatGPT and Claude (Mark Gurman/Bloomberg)
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Bluesky raised a $100M Series B led by Bain Capital Crypto in April 2025, following a $15M Series A in 2024 and an $8M seed in 2023; it now has over 43M users (Sarah Perez/TechCrunch)
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Sources: Jeff Bezos is in talks to raise $100B for a fund that would buy companies in industrial sectors such as chipmaking and defense and revamp them with AI (Wall Street Journal)
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Google moved some staffers working on Project Mariner, its AI agent that can navigate Chrome and complete tasks on a user's behalf, to higher-priority projects (Maxwell Zeff/Wired)
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Oasis Security, which specializes in securing non-human identities, such as AI bots and automated work tools, raised $120M, bringing its total funding to $190M (Marissa Newman/Bloomberg)
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Google announces a new "advanced flow" for Android sideloading that requires a mandatory 24-hour cooling-off period to install apps from unverified developers (Dominic Preston/The Verge)
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Privacy-focused MVNO Cape raised a $100M Series C at a $900M valuation, and says its revenue grew from $4.5M in 2024 to $37M in 2025 (Thomas Brewster/Forbes)
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Mark Zuckerberg's original metaverse vision is effectively over, after renaming Facebook to Meta and spending ~$80B on the endeavor, as his focus shifts to AI (New York Times)
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Cursor says Composer 2 is "frontier-level at coding" and is priced at $0.50/1M input tokens and $2.50/1M output tokens, with a faster variant costing 3x more (Cursor)
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Sources: TP-Link told US federal agencies probing its China ties that CEO Jeffrey Chao applied for US permanent residency under the $1M Trump Gold Card program (Kate O'Keeffe/Bloomberg)
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Meta plans to reduce its reliance on third-party vendors for content moderation, in favor of AI tools that it says are better at spotting scams and other tasks (Kurt Wagner/Bloomberg)
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