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January 31, 2026, 2:50 AM
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| Wall Street Journal: |
Sources: Nvidia's plan to invest up to $100B in OpenAI, announced in September 2025, has stalled after some inside Nvidia expressed doubts about the deal — Nvidia CEO Jensen Huang has privately played down likelihood original deal will be finalized, although the two companies will continue to have a close collaboration
More: Benzinga, Business Standard, and The Information
X: @dratchcap, @thestalwart, and @firstadopter
Bluesky: @rincewind.run, @rincewind.run, @mgsiegler.com, and @edzitron.com
Forums: Hacker News, r/BetterOffline, r/singularity, r/AMD_Stock, r/wallstreetbets, and r/technology
| Fabiola Arámburo / Reuters: |
Report: Jensen Huang has privately criticized what he has described as a lack of discipline in OpenAI's business approach — Nvidia's (NVDA.O) plan to invest up to $100 billion in OpenAI to help it train and run its latest artificial-intelligence models has stalled after some inside … | Simon Willison / Simon Willison's Weblog: |
A look at Moltbook, a social network where OpenClaw assistants interact autonomously, as they discuss consciousness and identity, technical tips, and more — The hottest project in AI right now is Clawdbot, renamed to Moltbot, renamed to OpenClaw. It's an open source implementation …
More: moltbook, 404 Media, The Verge, Gizmodo, TechCrunch, Ars Technica, Forbes, WinBuzzer, Forbes, Latent.Space, The Deep View, VentureBeat, Notorious R.O.B., The Decoder, CoinDesk, Yahoo Finance, Washington Times, Dexerto, Decrypt, and Astral Codex Ten
X: @karpathy, @tszzl, @aisafetymemes, @suppvalen, @moltbook, @grummz, @yoheinakajima, @legeonite, @danielmiessler, @itakgol, @karpathy, @ranking091, @yuchenj_uw, @itakgol, @n8programs, @karpathy, @moltbook, @zwuvincent, @charliebcurran, @altryne, @itakgol, @paularambles, @altryne, @jonahblake, @suhail, @gregisenberg, @chatgpt21, @evan_oman, @startupandrew, @venturetwins, @emollick, @davidad, @hesamation, @aisafetymemes, @jtlonsdale, @chris_segroves, @dwr, @binarybits, @andrewcurran_, @fredrik0x, @dxrmok, @_0x404_, @citrini7, @t_blom, @deanwball, @mishabrancato, @yuchenj_uw, @charlesarthur, @vicsintnic, @armandokirwin, @emollick, @gmoneynft, @cballou, @deryatr_, @mikeisaac, @msmelchen, @jameshull, @0xrafacc, @jjainschigg, @eeelistar, @thestalwart, @petergyang, @moltbook, @legendaryy, @nabeelqu, @moltbook, @championswimmer, @geneodell, @silkennine, @eeelistar, @corsaren, @johnrushx, @kevinroose, @krishnanrohit, @danbatten, @paraschopra, @calco_io, @karpathy, @fredlambert, @jsrailton, @sw0oti, @aisafetymemes, @simonw, @uxfarman, @tedchris, @meowbooksj, @simonw, @grummz, @mattprd, @mattprd, @moltbook, @localghost, @charlierward, @danielmiessler, @mattprd, @mattprd, @flaviocopes, @spyzer, @suppvalen, @rokomijic, @akashvek, @championswimmer, @brianmcc, @gergelyorosz, @javi, @bowtiedswan, @moltbook, and @krishnanrohit
Bluesky: @prietschka, @stradicat, and @tante.cc
Forums: Hacker News, Lobsters, and Slashdot
| Mark Gurman / Bloomberg: |
Sources: Apple lost at least four more AI researchers in recent weeks, two of whom went to Meta and one to DeepMind; a top Siri executive left for DeepMind — Apple Inc. has lost at least four more of its artificial intelligence researchers in recent weeks in addition to a top Siri executive …
More: 9to5Mac, MacTech.com, iClarified, Stocktwits, AppleInsider, iPhone in Canada, The Mac Observer, MacRumors, and MacDailyNews
X: @walden and @markgurman
Forums: r/apple and MacRumors Forums
| @tbpn: |
Gurman: internal development at Apple “runs on Anthropic at this point” and Apple wanted to rebuild Siri around Claude but Anthropic “wanted a ton of money” — Bloomberg's @markgurman says that even though Apple partnered with Google Gemini for Siri, they actually run their business on Anthropic. “Apple runs on Anthropic at this point. Anthropic is powering a lot of the stuff Apple's doing internally in terms of product development and [video]
More: 9to5Mac, Livemint, MacRumors, AppleInsider, Cult of Mac, The Mac Observer, and MarketWatch
X: @rustybrick, @thedealdirector, @aakashgupta, @owneremeritus, @firstadopter, @chatgpt21, @vnchocotaco, @saradietschy, @tbpn, @tbpn, @tbpn, and @tbpn. Forums: MacRumors Forums
| Zaheer Kachwala / Reuters: |
Shares of gaming companies plunge after Google released Project Genie, which lets users create interactive worlds; Unity closed down 24.2% and Take-Two 7.9% — Shares of videogame companies fell sharply in afternoon trading on Friday after Alphabet's Google (GOOGL.O) rolled …
More: Investing.com, Kotaku, Barron's Online, Bloomberg, Kansas City Star, The Verge, The Motley Fool, Barron's Online, Benzinga, Sherwood News, and Blue's News
X: @timsweeneyepic, @jimcramer, @jezcorden, @negligible_cap, @firstadopter, @paultassi, @hedgeyecomm, @mrpyo1, @mbromberg, @shinobi602, @highyieldharry, @sebaaltonen, @timsweeneyepic, and @mattshumer_
Bluesky: @markhachman, @kosso.co.uk, @fry69.dev, @davelee.me, and @joemacleod666
Forums: Hacker News and Slashdot
| Lucas Ropek / TechCrunch: |
Anthropic expands its agentic plugins, which let enterprise users automate department-specific workflows, from Claude Code to its new general-use tool Cowork — Earlier this month, Anthropic launched Cowork, a new agentic tool designed to take the benefits of its AI coding assistant Claude Code …
More: Claude, The New Stack, and The Verge
X: @claudeai, @claudeai, @edsim, @morqon, @claudeai, @_simonsmith, and @bcherny. LinkedIn: Jared Sires
| Anthropic: |
Anthropic details an experiment on whether AI coding tools shape developer skills: the biggest performance decline for developers occurred in debugging tasks — Read the paper — Research shows AI helps people do parts of their job faster. In an observational study of Claude.ai data, we found AI can speed up some tasks by 80%.
More: Ars Technica, arXiv.org, InfoWorld, and The Deep View
X: @anthropicai, @anthropicai, @sasurobert, @theprimeagen, @judyhshen, @rokomijic, @anthropicai, @anthropicai, @anthropicai, and @_philschmid
LinkedIn: Ivan Klaric, Eduardo Ariñ, Ben McKeown, and Salomon Villatoro
Bluesky: @paulgp.com, @elfsternberg, and @spavel
Forums: Hacker News, r/BetterOffline, r/DevelEire, r/theprimeagen, Lobsters, and Ars OpenForum
| Sarah Perez / TechCrunch: |
Bluesky releases its first transparency report: users rose 60% in 2025 to 41.2M, including AT Protocol accounts; moderation reports from users grew 54% to 9.97M — Bluesky released its first transparency report this week documenting the actions taken by its Trust & Safety team and the results …
More: Bluesky. Bluesky: @mmasnick, @ivanthek, @simonehochgreb, @dumbmike, @aaron.bsky.team, and @bsky.app. Mastodon: @SuffolkLITLab@esq.social. Forums: Hacker News
| Anthropic: |
Anthropic details how NASA engineers used Claude to plot out the route for Perseverance rover to navigate a ~400 meter path on the Martian surface — The first AI-planned drive on another planet. — EXPLORING NEW PLANETS means that you're always operating in the past.
More: Engadget, TechEBlog, NASA, JPLraw on YouTube, and NASA
X: @anthropicai, @_arohan_, @yuchenj_uw, @sammcallister, @tszzl, @bcherny, @aileaksandnews, @anthropicai, @nasaadmin, and @sashadem
Forums: r/singularity and r/Anthropic
| Daniel Kuhn / The Block: |
Tether says it generated over $10B in net profits in 2025, down from $13B+ in 2024, and says it holds $193B in assets backing the $186B USDT in circulation — Partner offers — Quick Take — The stablecoin issuer now holds $193 billion in assets backing the $186 billion USDT in circulation, primarily in U.S. Treasuries.
More: Tether, Cointelegraph, Crypto Briefing, BTC Times, and Bloomberg
| Ron Schmelzer / Forbes: |
Peter Steinberger rebrands his AI agent project to OpenClaw, its second name change after Anthropic forced a shift from Clawdbot to Moltbot — What began as a side project that quietly drew more than 100,000 GitHub stars has turned into one of the most viral experiments in AI.
More: OpenClaw, Rest of World, Fast Company, CNET, forkable, WinBuzzer, and Michael Tsai
X: @corsaren, @steipete, @bskdany, @dorialexander, @openclaw, @moltbook, @hosseeb, and @michael_chomsky. Bluesky: @rustybrick.com. Forums: Hacker News
| OpenAI: |
OpenAI details its custom internal-only GPT‑5.2-powered AI data agent that allows its employees to do natural language data analysis across 600+ PB of data — Loading... Data powers how systems learn, products evolve, and how companies make choices.| Wall Street Journal: |
A look at the clash between Coinbase and Wall Street over the Clarity Act and whether crypto exchanges can offer stablecoin “rewards” — Coinbase chief Brian Armstrong is clashing with Jamie Dimon and other bank stewards over the future of finance
More: CoinGape, CoinDesk, Cointelegraph, The Block, Yahoo Finance, Bitcoin Magazine, crypto.news, Benzinga, and The Verge
X: @buccocapital, @patrickc, and @aosipovich
LinkedIn: Amrith Ramkumar and Dylan Tokar
| Luke Kawa / Sherwood News: |
TechCreate's shares surged ~1,995% in the past week; the payment software company says it is not aware of any info that would account for the trading activity — Singapore-based payment software company TechCreateTCGL $181.52 (101.20%) mooned on Thursday, rising 889% and prompting management … | Fumie Yaku / Nikkei Asia: |
Global Net: three Chinese firms ranked among the world's top 20 chipmaking equipment manufacturers in 2025, up from one in 2022, with Naura Tech rising to fifth — TOKYO — Three Chinese companies were among the world's top 20 manufacturers of chipmaking equipment last year, up from just one in 2022 … | Viola Zhou / Rest of World: |
Ant Group reports 30M MAUs for its AI health chatbot Ant Afu, which integrates appointments, test analysis, and insurance payments within Alipay's ecosystem — Ant's health chatbot has become a top downloaded app in China as users seek personalized care they can't get from the overburdened hospitals.| Patrick O'Shaughnessy / Invest Like The Best on YouTube: |
Q&A with Gokul Rajaram, investor and a former product leader at Google, Meta, and others, on AI changing product development, building ad businesses, and more — Gokul Rajaram joins Patrick to discuss the seismic shift in product building driven by AI. As a legendary operator (Google, Facebook, Square, DoorDash) and p...| Bloomberg: |
Taiwan's GDP rose 12.68% in Q4 2025, its fastest quarterly growth since 1987; full-year GDP grew 8.63%, topping the 7.5% forecast on AI demand for tech products — Taiwan's economy expanded at the quickest pace for a quarter since 1987, propelled by unquenchable demand for the tech goods needed to develop AI.| Ryo Mukano / Nikkei Asia: |
Sandisk and Kioxia announce a five-year extension of their JV manufacturing contract from 2029 to 2034; the new deal involves SanDisk paying Kioxia $1.165B — US partner's access to Yokkaichi plant to last 5 more years through 2034 — Kioxia and Sandisk extended their joint production agreement …
More: Business Wire and Blockonomi
| Natasha Mascarenhas / Bloomberg: |
A look at South Park Commons, the VC firm behind a startup community focusing on idea exploration over immediate business plans, as it aims to raise $500M — The investors at South Park Commons realize there are a lot of places that promising founders can go for help when they're starting companies.
LinkedIn: Finn Meeks and Siddhant Jain Jaiswal
| Reuters: |
Sources: SpaceX generated about $8B in EBITDA on $15B to $16B of revenue last year; Starlink accounted for about 50% to 80% of the total revenue — SpaceX generated about $8 billion in profit on $15 billion to $16 billion of revenue last year, two people familiar with the company's results said … | Wall Street Journal: |
Sources: OnlyFans is in talks to sell a nearly 60% stake to Architect Capital in a deal that values the company at around $5.5B, including debt — Deal with Architect Capital would value the adult social-media platform at $3.5 billion — OnlyFans, the British online platform popular … Sponsor Posts
Subquadratic:
Subquadratic: the LLM built for 12M-token reasoning — SubQ can reason across entire codebases and document sets in one pass with no RAG workarounds. Read how SubQ 1.1 Small holds near-perfect retrieval out to 12M tokens.
Subquadratic: the LLM built for 12M-token reasoning — SubQ can reason across entire codebases and document sets in one pass with no RAG workarounds. Read how SubQ 1.1 Small holds near-perfect retrieval out to 12M tokens.
Cloudflare:
Cloudflare Connect 2026: The Agentic Conference — Stop preparing for agents. Start running them. 100+ sessions, workshops, and speakers from OpenAI, Arm, and Cloudflare across AI, security, and performance.
Cloudflare Connect 2026: The Agentic Conference — Stop preparing for agents. Start running them. 100+ sessions, workshops, and speakers from OpenAI, Arm, and Cloudflare across AI, security, and performance.
Zoho:
Pro Tips: 4 tips to overcome data problems in your CRM — Most CRM data problems don't look like problems. At a glance, your CRM looks fine: records exist, fields are filled, and reports run.
Pro Tips: 4 tips to overcome data problems in your CRM — Most CRM data problems don't look like problems. At a glance, your CRM looks fine: records exist, fields are filled, and reports run.
IDrive:
Protecting your Cloud Applications Data — Backing up Office 365, Google Workspace, Dropbox & Salesforce data is critical to preventing data loss or corruption, complying with laws and avoiding critical downtime in case of a disaster.
Protecting your Cloud Applications Data — Backing up Office 365, Google Workspace, Dropbox & Salesforce data is critical to preventing data loss or corruption, complying with laws and avoiding critical downtime in case of a disaster.Featured Podcasts
Invest Like the Best:
Noah Shinn - Building Instinct: The Personal Agent
The leading destination to learn about business and investing. We do this by showcasing exceptional talent and ideas.
Subscribe to Invest Like the Best.
Lenny's Podcast:
The grief, loneliness, and burnout sweeping through the tech industry right now | Molly Graham
Interviews with world-class product leaders and growth experts to uncover actionable advice to help you build, launch, and grow your own product.
Subscribe to Lenny's Podcast.
Big Technology Podcast:
Meta's Muse Revival, Frontier AI Under Threat, The Rise Of Dopamine Sites
The Big Technology Podcast takes you behind the scenes in the tech world featuring interviews with plugged-in insiders and outside agitators.
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Sources:
Satya Nadella on Microsoft's agent bet and AI's trust problem
Candid conversations with the leaders shaping what's next in AI and the broader tech industry. Hosted by Alex Heath, who has covered Silicon Valley for more than a decade.
Subscribe to Sources.
Channels with Peter Kafka:
Meta's New $1300 Glasses and the Fight to Control AI
Media and tech aren't just intersecting - they're fully intertwined. To understand how those worlds work, Peter Kafka talks to industry leaders, upstarts and observers.
Subscribe to Channels with Peter Kafka.
Great Chat:
Doomers at Dreamforce
A podcast mostly about tech. Brought to you weekly by Angela Du, Sally Shin, Mac Bohannon, Helen Min, and Ashley Mayer.
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