Techmeme
February 4, 2026, 11:25 AM

Top News

Anthropic:
Suzanne Vranica / Wall Street Journal:
Anthropic plans a 30-second ad during the Super Bowl that parodies the prospect of intrusive ads in AI conversations, and will also air a 60-second pregame ad  —  Chatbot wars are heating up, with Anthropic's Claude highlighting the potential frustration of bringing ads into ChatGPT
Ian King / Bloomberg:
AMD reports Q4 revenue up 34% YoY to $10.3B, Data Center revenue up 39% YoY to $5.4B, and forecasts Q1 revenue at $9.8B, below $10B projections; AMD drops 10%+  —  Advanced Micro Devices Inc. shares tumbled by the most in more than three years on Wednesday after the chipmaker's sales forecast …
Tom Warren / The Verge:
Wall Street Journal:
Software and data stocks plunge over fears that new AI developments will supplant software; ADBE closed down 7.31%, CRM fell 6.85%, and Thomson Reuters 15.83%  —  From Legalzoom.com and Expedia to Ares and Apollo, shares of companies that sell or invest in software fell sharply on Tuesday
Max Knoblauch / Sherwood News:
Take-Two reports Q3 net bookings up 28% YoY to $1.76B, vs. $1.58B est., net revenue up 25% YoY to $1.7B, and raises its annual bookings forecast; TTWO drops ~5%  —  “Grand Theft Auto” and “NBA 2K” maker Take-TwoTTWO $223.50 (-4.23%) reported results for its fiscal third quarter on Tuesday.
Jennifer Pattison Tuohy / The Verge:
Amazon rolls out Alexa+ to all Prime members in the US via any Alexa-enabled device, Alexa.com, and the Alexa app, and launches a free tier for non-Prime users  —  Amazon's revamped AI-powered assistant is now available to everyone in the US, with new tiers that include a free option for non-Prime users.
Chris Tapsell / Eurogamer.net:
An interview with Epic Games Store VP Steven Allison, who says “we have a lot of things” to fix and “the launcher sucks”, on 2026 updates like social features  —  Steven Allison acknowledges some people will always say “F— Epic", as focus finally shifts to player experience.
Jason Schreier / Bloomberg:
A profile of game studio Obsidian, which Microsoft acquired in 2018, as it seeks to shorten development times and cut costs after releasing three titles in 2025  —  Microsoft's Obsidian Entertainment is searching for ways to make games more quickly and on smaller budgets.
Simon Sharwood / The Register:
Tencent Cloud, DigitalOcean, and Alibaba Cloud add OpenClaw support, offering users the AI agent platform as a service; many OpenClaw users run it on a Mac mini  —  As analyst house Gartner declares AI tool ‘comes with unacceptable cybersecurity risk’ and urges admins to snuff it out
Jay Peters / The Verge:
Adobe reverses its plans to discontinue Animate after creators expressed frustration, saying it won't get new features but will remain available “indefinitely”  —  It won't get new features, but it will still be available. … Adobe is no longer planning to discontinue Adobe Animate on March 1st.
Financial Times:
Sources: the US Commerce Department finished reviewing Nvidia's H200 China license, but the State Department wants tougher restrictions, delaying final approval  —  The state department has pushed for close scrutiny before approving export licences  —  Michael Acton in San Francisco …
Jill R Shah / Financial Times:
Tether CEO Paolo Ardoino says initial plans to raise $15B to $20B were a “misconception”; sources say Tether's advisers have floated raising as little as $5B  —  CEO Paolo Ardoino downplays the scale of $185bn stablecoin group's capital raise  —  Tether's chief executive …
Leo Schwartz / Fortune:
TRM Labs, which helps law enforcement and companies track crypto and blockchains, raised a $70M Series C led by Blockchain Capital at a $1B valuation  —  When TRM Labs cofounders Esteban Castaño and Rahul Raina moved to San Francisco in 2018 to create a startup, their mentors told …
Nick Turner / Bloomberg:
Texas Instruments plans to buy US chip company Silicon Labs in a $7.5B deal, paying $231/share in cash, closing in H1 2027; Silicon Labs has a $4.5B market cap  —  Texas Instruments Inc. has reached an agreement to buy the US chip firm Silicon Laboratories Inc. for about $7.5 billion …
Bloomberg:
US v. Google: the DOJ and a group of states will appeal the September 2025 ruling in the Search antitrust case in which Google dodged a forced sale of Chrome  —  A group of states led by Colorado will appeal a federal judge's ruling that imposed only modest limits on Alphabet Inc.'s Google contracts related …
Sarah Perez / TechCrunch:
Apple brings agentic coding to Xcode, starting with version 26.3, letting developers use Anthropic's Claude Agent and OpenAI's Codex, and integrates MCP support  —  Apple is bringing agentic coding to Xcode.  On Tuesday, the company announced the release of Xcode 26.3 …
Eleanor Olcott / Financial Times:
An interview with Kai-Fu Lee on his startup 01.ai, which builds agentic AI tools for companies, why he thinks China will beat the US in consumer AI, and more  —  Chinese AI pioneer talks about the competition between the technology's two superpowers and why companies need to be more proactive in adopting it

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.
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.
Zoho:
App Spotlight: Google Sheets Magic Lookup for Zoho CRM  —  Our App Spotlight brings you hand-picked apps to enhance the power of your Zoho apps and tools.  Visit Zoho Marketplace to explore all apps, integrations …
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.

Featured Podcasts

Big Technology Podcast:
Special Report: Will AI Wipe Out Humanity? (And Who Profits)
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:
The Atlantic's CEO on AI, Billionaire Owners, and Moonlighting as a Creator
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.
Sources:
Mark Zuckerberg on Muse, Meta's biggest AI bet yet
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.
Lenny's Podcast:
How we built Grok Bot in a month | Roman Ugarte (SpaceXAI)
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.
Invest Like the Best:
Walter Russell Mead - How America Keeps Winning
The leading destination to learn about business and investing. We do this by showcasing exceptional talent and ideas.
Subscribe to Invest Like the Best.
Grit:
The AI Race Has a Leaderboard | Arena CEO Anastasios Angelopoulos
Grit explores what it takes to create, build and scale world-class organizations.
Subscribe to Grit.
 

About This Page

This is a Techmeme archive page. It shows how the site appeared at 11:25 AM ET, February 4, 2026.

The most current version of the site as always is available at our home page. To view an earlier snapshot click here and then modify the date indicated.

More News

Earlier Picks

Madlin Mekelburg / Bloomberg:
Lee Ying Shan / CNBC: