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February 4, 2026, 9:30 AM
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Anthropic:
Anthropic says “Claude will remain ad-free”, its users “won't see ‘sponsored’ links adjacent to” conversations, and responses won't be influenced by advertisers  —  There are many good places for advertising.  A conversation with Claude is not one of them.
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
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
Liz Napolitano / CNBC:
Bitcoin briefly fell below $73,000 on February 3, hitting its lowest price since November 2024, as heavy selling resumes amid mounting geopolitical concerns
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 8%+  —  Advanced Micro Devices Inc. shares tumbled in late trading after the chipmaker's sales forecast underwhelmed investors …
Tom Warren / The Verge:
On an earnings call, AMD CEO Lisa Su says Microsoft's next-gen Xbox “is progressing well to support a launch in 2027” and will feature an AMD semi-custom SoC  —  AMD says it's ready to support Microsoft launching its next Xbox as soon as next year.
Max Knoblauch / Sherwood News:
Take-Two reports Q3 net bookings up 28% YoY to $1.76B, above $1.58B, net revenue up 25% YoY to $1.7B, and raises its annual bookings forecast; TTWO jumps 5%+  —  “Grand Theft Auto” and “NBA 2K” maker Take-TwoTTWO $223.50 (-4.23%) reported results for its fiscal third quarter on Tuesday.
Rebekah Valentine / IGN:
Q&A with Stardew Valley developer Eric Barone, aka ConcernedApe, on the game turning 10, evolving as a developer, working solo, cozy game growth, and more  —  We spoke to the game's creator about the journey of the last 10 years, and why he keeps returning to the valley.
Alex Kantrowitz / Big Technology:
Apptopia: ChatGPT's US market share fell from 69.1% to 45.3% from January 2025 to January 2026; Gemini rose from 14.7% to 25.1% and Grok rose from 1.6% to 15.2%
More: Apptopia, Implicator.ai, MobileSyrup, and Digit
X: @glenngabe and @nicholasadeleon.  Bluesky: @carnage4life.  Forums: Slashdot
Jason Schreier / Bloomberg:
A profile of Obsidian, a game studio Microsoft acquired in 2018, as it seeks to expedite game development and reduce costs after releasing three titles in 2025  —  Microsoft's Obsidian Entertainment is searching for ways to make games more quickly and on smaller budgets.
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.
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 seeks tighter restrictions, delaying its approval  —  The state department has pushed for close scrutiny before approving export licences  —  Michael Acton in San Francisco …
Simon Sharwood / The Register:
Tencent Cloud, DigitalOcean, and Alibaba Cloud add OpenClaw support, giving users access to the AI agent 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
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 …
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 …
Michael J. de la Merced / New York Times:
Bedrock, which aims to automate heavy construction equipment like excavators, raised $270M led by CapitalG and the Valor Atreides AI Fund at a $1.75B valuation  —  The year-old company, founded by veterans of the autonomous vehicle business Waymo, is seeking to automate excavators and other building equipment.
Sarah Perez / TechCrunch:
Apple brings agentic coding to Xcode 26.3, allowing developers to use Anthropic's Claude Agent and OpenAI's Codex, and integrates support for MCP  —  Apple is bringing agentic coding to Xcode.  On Tuesday, the company announced the release of Xcode 26.3, which will allow developers to use agentic tools …
The Information:
Sources: Amazon and OpenAI are discussing a deal that could require OpenAI to dedicate researchers and engineers to developing customized models for Amazon  —  As Amazon weighs an equity investment of tens of billions of dollars in OpenAI, the companies are also discussing a commercial agreement …
More: Bloomberg
Brody Ford / Bloomberg:
Adobe ramped up its ads in 2025, spending $1.4B amid AI competition and Wall Street skepticism, representing a significantly higher share of sales than rivals  —  Adobe Inc. ramped up its advertising in 2025, spending $1.4 billion to promote its brand in the face of steep competition …
Kate Clark / Wall Street Journal:
AI voice startup ElevenLabs raised a $500M Series D led by Sequoia at an $11B valuation, taking its total funding to nearly $800M, and reports $330M in 2025 ARR  —  The startup is increasingly joining with creative stars and expanding its work with business customers
Rebecca Torrence / Bloomberg:
Resolve AI, which offers autonomous AI agents to monitor source code and infrastructure to resolve outages, raised $125M led by Lightspeed at a $1B valuation  —  Resolve AI, a startup building AI agents to find and fix problems in live software systems, just hit a $1 billion valuation in a new funding round.

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About This Page

This is a Techmeme archive page. It shows how the site appeared at 9:30 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.

From Mediagazer

New York Times:
Video call: WaPo Executive Editor Matt Murray says the paper plans to lay off hundreds of staff, cutting into its local, international, and sports coverage

Deadline:
At a US Senate hearing, Netflix Co-CEO Ted Sarandos committed to a 45-day theatrical window and discussed a meeting with Trump, YouTube, residuals, and more

Katie Robertson / New York Times:
NYT reports adding 450K digital subscribers in Q4 and 1.4M in 2025 for 12.78M in total, putting it on a pace to reach its stated goal of 15M by the end of 2027

More News

David Pan / Bloomberg:
Galaxy Digital reports a Q4 net loss of $482M, above $282M est., driven primarily by the crypto market crash, and says its trading volumes declined ~40% QoQ

Earlier Picks

Madlin Mekelburg / Bloomberg:
Filing: OpenAI accuses xAI of systematically destroying evidence in its antitrust case by directing employees to use auto-deleting “ephemeral messaging tools”
Lee Ying Shan / CNBC:
KKR and Singtel agree to acquire the remaining 82% stake in data center operator STT GDC for ~$5.1B, giving it a ~$10.86B enterprise value; KKR will own 75%
Alicia Tang / Bloomberg:
OpenAI names Dylan Scandinaro, who worked on AGI safety at Anthropic, as the company's “head of preparedness”, which has an up to $555K/year base salary
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
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