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February 1, 2026, 11:20 AM
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memeorandum
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| 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: The Block, Telegraph, Bloomberg, Bitcoin Insider, Raw Story, and Cointelegraph
X: @skesslr. Bluesky: @nicholasgrossman, @wendysiegelman, @socialmedialab.ca, @carlquintanilla, @thetnholler, and @anno1540
Mastodon: @wendysiegelman@mastodon … and @remixtures@tldr.nettime.org
Forums: r/ABoringDystopia, r/allinpodofficial, r/TrueReddit, and r/politics
| 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.| 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, which some compare to an executive assistant filter unwanted calls, as others 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. X: @laurenshirsch, @evankirstel, @bensign, and @jshmuel. Bluesky: @katienotopoulos
| Reuters: |
India to exempt foreign companies from being taxed when providing equipment to their contract manufacturers in the country, a rule change Apple lobbied for — India's government on Sunday handed a major win to Apple (AAPL.O) by allowing foreign companies to provide machines …
More: Business Today and Reuters
| Matthew Gault / 404 Media: |
A researcher says an exposed Moltbook database could have let anyone take control of the site's AI agents and post anything; the database has since been secured — Moltbook is a “social media” site for AI agents that's captured the public's imagination over the last few days.
More: moltbook, Ars Technica, The Decoder, Implicator.ai, Cyber Security News, New York Post, Livemint, Simon Willison's Newsletter, and WinBuzzer
X: @theonejvo, @theonejvo, @theonejvo, @lea_kelbsch, @mattprd, @theonejvo, @theonejvo, @theonejvo, and @karpathy
LinkedIn: Jim Amos, Rico Komenda, Chris H., Paul McCarty, and Andrea Tessera
Bluesky: @jbakcoleman, @markriedl, @404media.co, @mjgault, and @jasonkoebler
Forums: r/OpenAI, r/singularity, and r/LocalLLaMA
| Matteo Wong / The Atlantic: |
Anthropic positions itself as the AI sector's superego, but it's caught between the pressures to be safe, fast, and rigorous while being commercially successful — These are not the words you want to hear when it comes to human extinction, but I was hearing them: “Things are moving uncomfortably fast.”| Trishla Ostwal / Adweek: |
OpenAI says it is asking select advertisers to commit $200K+ as it rolls out beta ads on ChatGPT; two sources say their companies were pitched lower amounts — OpenAI is asking select advertisers to commit at least $200,000 as it rolls out beta ads on ChatGPT, the company confirmed to ADWEEK.
More: BleepingComputer and TestingCatalog
| Nicole Fan / Rest of World: |
Chinese government funding is backing traditional Chinese medicine providers to adopt AI for drug discovery, clinical diagnostics, acupuncture robots, and more — With backing from the Chinese government, TCM practitioners are integrating AI tools to reach new consumers at home and abroad.| Debby Wu / Bloomberg: |
Jensen Huang says Nvidia's OpenAI investment will be “the largest investment we've ever made”, after a report said plans to invest $100B in OpenAI stalled — Nvidia Corp. Chief Executive Officer Jensen Huang said the company will be participating in OpenAI's latest funding round …
More: Spyglass, Reuters, The Economic Times, The Indian Express, Business Today, Hindustan Times, iClarified, Ace of Spades HQ, The Verge, Engadget, TechCrunch, The Decoder, Tom's Hardware, Benzinga, DigiTimes, Yahoo Finance, Bloomberg Law, Implicator.ai, Notebookcheck, Business Standard, Wall Street Journal, AsiaOne, and The Information
X: @midnight_captl, @mentoviax, @herbertong, @qthomp, @stocksavvyshay, and @stockmktnewz. Bluesky: @jessefelder. Forums: r/OpenAI
| Ann Cao / South China Morning Post: |
Sources: Alibaba has delivered more than 100K units of the Zhenwu 810E, an ASIC for AI training and inference, surpassing those of its domestic rival Cambricon — The milestone underscores Alibaba's growing footprint in AI hardware, as Chinese firms accelerate efforts to build home-grown processors| Coco Feng / South China Morning Post: |
Filing: Chinese AI chip designer Cambricon reports a $316M net profit in 2025, its first profitable year; rivals Moore Threads and MetaX narrowed their losses — Domestic A-share companies in the sector are forecast to achieve substantial growth in their 2025 results, according to Donghai Securities| Bloomberg: |
Nomura: total returns for software debt in collateralized loan obligations have been lower than all other sectors in 2026, amid fears about AI's impact on SaaS — Amid broad euphoria in credit markets, one type of debt is facing growing fear. — Software companies, larded up with debt … | Alan Boyle / GeekWire: |
Amazon asks the FCC for a 2-year extension until July 30, 2028, to deploy half of the 3,232 satellites for its Leo internet system, citing a rocket shortage — Amazon says it's been harder than expected to secure rides for its Amazon Leo broadband internet satellites, and now it's asking … 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:
Beyond productivity: Why live captions belong in every meeting — You join a meeting, someone starts talking, and within a minute, there are names, numbers, ideas, and unfamiliar terms flying around. You could ask them to repeat it.
Beyond productivity: Why live captions belong in every meeting — You join a meeting, someone starts talking, and within a minute, there are names, numbers, ideas, and unfamiliar terms flying around. You could ask them to repeat it.
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
Sources:
Factory CEO on why AGI is already here
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.
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.
Subscribe to Big Technology Podcast.
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.
Subscribe to Great Chat.
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