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February 1, 2026, 10:10 PM
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| Mark Gurman / Bloomberg: |
Sources: Apple execs question if it has the ingredients to win in AI-first era, new MacBook Pros are about to launch, Apple considers clamshell foldable iPhone — Apple's blockbuster holiday quarter was impressive — but it shouldn't give cover to avoid an AI reckoning.
More: Macworld, Livemint, 9to5Mac, iClarified, Wccftech, 9to5Mac, MacRumors, AppleInsider, Engadget, The Mac Observer, MacRumors, WiFi Planet, iClarified, AppleInsider, The Mac Observer, MacRumors, 9to5Mac, Gizmodo, Digital Trends, Spyglass, Philip Elmer‑DeWitt, Digital Trends, Forbes, MacRumors, iClarified, iPhone in Canada, and 9to5Mac
Forums: r/apple and MacRumors Forums
| Wall Street Journal: |
Apple, long dominant in the electronics supply chain, is starting to be outbid by AI companies for components like memory as suppliers gain leverage over Apple — Parts for iPhones to cost more owing to surging demand from AI companies — Apple has dominated the electronics supply chain for years.
More: Motley Fool and Philip Elmer‑DeWitt
| a16z: |
Survey of 100 companies in the Global 2000 on AI use: 78% of CIOs use OpenAI models in production vs. 44% for Anthropic, but Anthropic's gains are impressive — Results from our third annual CIO Survey — The enterprise AI battleground is heating up, and we've got some fresh data on the state of play and who's winning.| Wall Street Journal: |
Documents and sources: Abu Dhabi's Sheikh Tahnoon bin Zayed Al Nahyan backed a $500M investment for a 49% stake in WLF, four days before Trump's inauguration — $500 million investment for 49% of World Liberty came months before U.A.E. won access to tightly guarded American AI chips
More: Financial Times, Washington Post, The Information, New York Times, CNBC, The Coin Republic, CoinDesk, The Block, Raw Story, Sydney Morning Herald, Telegraph, CNBC, Bitcoin Insider, Mediaite, Cointelegraph, Bloomberg, The Parnas Perspective, To the Contrary, and Semafor
X: @kenvogel, @danpfeiffer, @rebeccaballhaus, @jefftimmer, @kengardner11, @tvietor08, @malinowski, @superwuster, @senwarren, @ninaburleigh, @sruhle, @sarahlongwell25, @jim_benemann, @michaelpfreeman, @senatorandykim, @mattyglesias, @darrigomelanie, @bakari_sellers, @mehdirhasan, @stephen_richer, @benjysarlin, @tomcolicchio, @rebeccaballhaus, @scarylawyerguy, @repyassansari, @brendannyhan, @akoz33, @janemayernyer, @dylanotes, @houseforeign, @jaynordlinger, @buncahn, @stephenwertheim, @kasparov63, @glcarlstrom, @phillipspobrien, @scott_wiener, @ronfilipkowski, @realjimchanos, @mpolymer, @radiofreetom, @j_g_allen, @mcfaul, @barbaracomstock, @kurtbardella, @davidaxelrod, @luismorenolg, @rubengallego, and @skesslr
Bluesky: @tomjoscelyn, @johncassidysays, @thesteadystate.org, @carlquintanilla, @wendysiegelman, @robertscotthorton, @nicholasgrossman, @tariqpanja, @naomioreskes, @socialmedialab.ca, @schiff.senate.gov, @anno1540, and @thetnholler. Threads: @ronaldfilipkowski
Mastodon: @wendysiegelman@mastodon …, @remixtures@tldr.nettime.org, and @theofrancis@mastodon.online
Forums: r/neoliberal, r/Intelligence, r/longform, r/law, r/IRstudies, r/ABoringDystopia, r/TrueReddit, r/allinpodofficial, and r/politics
| Alex Weprin / The Hollywood Reporter: |
TikTok US says it has resolved technical issues and glitches that have impacted core features, such as video likes and view counts, over the past week — The outage happened just days after U.S. companies, including Oracle, assumed control of the domestic operations of the video platform.| Andrej Karpathy / @karpathy: |
Even though Moltbook has security risks and a lot of spam, the scale of nearly 150,000 autonomous AI agents interacting with each other is unprecedented — ...So yes it's a dumpster fire and I also definitely do not recommend that people run this stuff on their computers …
| Matthew Gault / 404 Media: |
More: The Register, Ars Technica, Marcus on AI, Financial Times, The Decoder, Implicator.ai, Cyber Security News, New York Post, and Livemint
X: @theonejvo, @lea_kelbsch, @theonejvo, @theonejvo, @theonejvo, @theonejvo, @mattprd, and @theonejvo
LinkedIn: Rico Komenda, Jim Amos, Chris H., Andrea Tessera, and Paul McCarty
Bluesky: @andytseng, @jbakcoleman, @markriedl, @404media.co, @mjgault, and @jasonkoebler
Mastodon: @jerry@infosec.exchange, @gedankenstuecke@scholar …, @timnitGebru@dair …, and @remixtures@tldr.nettime.org
Forums: r/cybersecurity, r/anime_titties, r/OpenAI, r/singularity, and r/LocalLLaMA
| Zijing Wu / Financial Times: |
A look at China's “genius class” system, which picks ~100K gifted teens annually for elite science-focused schooling; its alumni span ByteDance, PDD, and more — About three years ago, Stacey Tang, a manager in a pharmaceuticals company in Beijing, received a peculiar phone call.| Vincent Lee / Bloomberg: |
Oracle says it plans to raise $45B to $50B in 2026 to build additional capacity for its cloud infrastructure through a combination of debt and equity sales — Oracle Corp. said Sunday it plans to raise $45 billion to $50 billion in 2026 to build additional capacity for its cloud infrastructure through … | James O'Donnell / MIT Technology Review: |
Researchers detail how AI tools for generating deepfakes proliferated on Civitai before it banned them in 2025; many tools submitted before the ban remain live — Civitai—an online marketplace for buying and selling AI-generated content, backed by the venture capital firm Andreessen Horowitz … | Bloomberg: |
SpaceX and Tesla are feeling the gravitational pull toward xAI, as Elon Musk looks to use his empire to fund xAI's ravenous appetite for cash and compute — Spiraling costs have prompted talk of a Tesla and SpaceX merger as the billionaire looks to use his empire to fund his ambitions.
More: Business Insider, DigiTimes, Blockchain.News, and Pulse 2.0
| Jin Yu Young / New York Times: |
Indonesia lifts its ban on Grok after receiving a letter from X “outlining concrete steps” to prevent misuse; Indonesia was the first country to ban Grok — Indonesia joined Malaysia and the Philippines in reversing its restrictions, weeks after it blocked the chatbot …
More: Social Media Today, TechCrunch, Engadget, Livemint, Nairametrics, Reuters, and Bloomberg
| Jagmeet Singh / TechCrunch: |
India proposes zero taxes for foreign cloud providers through 2047 on services sold outside the country as long as they run workloads from Indian data centers — As the global race to build AI infrastructure accelerates, India has offered foreign cloud providers zero taxes through 2047 …
More: PYMNTS.com, Inc42, Moneycontrol, Fortune India, Livemint, Bloomberg, The Indian Express, NDTV, and The Economic Times
| Connie Loizos / TechCrunch: |
Inside Physical Intelligence, a startup co-founded by Stripe veteran Lachy Groom that is building general-purpose robotics foundation models and has raised $1B+ — From the street, the only indication I've found Physical Intelligence's headquarters in San Francisco is a pi symbol that's … | Andrew Zucker / Wall Street Journal: |
A look at iOS 26's call-screening feature: some see it as an executive assistant that filters unwanted calls and some complain it makes people hard to reach — Thanks to a new iPhone feature, everyone now has an executive assistant in their pocket to filter unwanted calls
More: Business Insider and Pixel Envy
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Lenny's Podcast:
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