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February 4, 2026, 8:10 PM
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| Alphabet: |
Alphabet reports Q4 revenue up 18% YoY to $113.83B, vs. $111.43B est., Google Cloud revenue up 48% to $17.66B, vs. $16.18B est., net income up 30% to $34.46B — MOUNTAIN VIEW, Calif. - February 4, 2026 - Alphabet Inc. (NASDAQ: GOOG, GOOGL) today announced financial results for the quarter ended December 31, 2025.
More: Thurrott, New York Times, 9to5Mac, TechCrunch, Reuters, 9to5Google, The Verge, Bloomberg, Agence France-Presse, Crypto Briefing, Motley Fool, Yahoo Finance, Constellation Research, Android Central, Shacknews, and CNBC
X: @stevehou, @munster_gene, @sundarpichai, @markgurman, @markgurman, @markgurman, @stocksavvyshay, @loudmouthjulia, @kimmonismus, @bushwoodcap, @munster_gene, @joecarlsonshow, @samsheffer, @zeffmax, @rustybrick, @yuchenj_uw, @thetranscript_, @stocksavvyshay, @mweinbach, @blondesnmoney, and @mikeisaac. LinkedIn: Emil Protalinski. Threads: @david_j_doherty
| Stephen Morris / Financial Times: |
Alphabet says it expects 2026 capex to be in the range of $175B to $185B, vs. ~$120B est., up from $91.4B in 2025; Q4 capex was $27.9B, up from $14B a year ago — Search giant reports more than $400bn in annual revenue for the first time — Google said it plans to double its capital expenditure …
More: Business Insider, SiliconANGLE, Quartz, and Investor's Business Daily
| Todd Spangler / Variety: |
More: Adweek, Deadline, MediaPost, The Hollywood Reporter, Benzinga, Cord Cutters News, Shacknews, and TheDesk.net
X: @hernanlopez, @lucas_shaw, and @loudmouthjulia
| 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.
More: The Verge, Ars Technica, The Information, MacRumors, The San Francisco Standard, The Register, Observer, Quartz, San Francisco Chronicle, MediaPost, iPhone in Canada, Limited Edition Jonathan, CNBC, Business Today, The Decoder, Sherwood News, The Drum, The Deep View, campaignlive.com, Cautious Optimism, Search Engine Land, Axios, and CNET
X: @jessicalessin, @kate_rouch, @mikeisaac, @presidentlin, @packym, @luke_metro, @miles_brundage, @loudmouthjulia, @zephyr_z9, @loudmouthjulia, @sashadem, @andrewcurran_, @dseetharaman, @mjreard, @highyieldharry, @cryps1s, @stevesi, @neil_chilson, @iodave, @bdsams, @morqon, @jasminecoded_, @adamghaida, @chowdhuryneil, @claudeai, @dimitrispapail, @loudmouthjulia, @madalinabalazs, @andymasley, @sammcallister, @tekbog, @kimmonismus, @dwr, @netcapgirl, @protagorasto, @dejavucoder, @tszzl, @varunram, @gabriel1, @can, @dylanmcd8, @thezvi, @parkerortolani, @kylebrussell, @jerrycap, and @8teapi. LinkedIn: Gabriel Nicholas
Bluesky: @moskov.goodventures.org, @harri, @emilprotalinski, and @peark.es
Forums: Hacker News, r/ClaudeAI, r/singularity, Slashdot, Ars OpenForum, and MacRumors Forums
| 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
More: YouTube, Anthropic on YouTube, Business Insider, Neowin, Anthropic on YouTube, Ad Age, Syracuse Post-Standard, Sports Business Journal, PCMag, Adweek, The Mac Observer, New York Post, Business Insider, Destructoid, ABC News, Creative Salon, 9to5Mac, Mashable, Anthropic on YouTube, and The Verge
X: @claudeai, @antoniogm, @lachlan, @pitdesi, @tomwarren, @boazbaraktcs, @signulll, and @zeffmax
Forums: r/ClaudeAI, r/singularity, and r/Anthropic
| Sam Altman / @sama: |
Sam Altman says Anthropic's Super Bowl ads are funny but “dishonest”, and Anthropic serves a “product to rich people” while OpenAI is “committed to free access” — First, the good part of the Anthropic ads: they are funny, and I laughed. But I wonder why Anthropic would go for something so clearly dishonest. Our most important principle for ads says that we won't do exactly this; we would obviously never run ads in the way Anthropic
More: The Verge, TechCrunch, Ad Age, Financial Times, Decrypt, Forbes, Android Headlines, and Mashable
| Abner Li / 9to5Google: |
Google teases the Pixel 10a in a new 15-second video, revealing a completely flat dual-camera system on the back, and says preorders begin on February 18 — Google this morning officially announced the Pixel 10a via a video teaser emphasizing the updated design.| Connor Hart / Wall Street Journal: |
Uber reports Q4 revenue up 20% YoY to $14.37B, Gross Bookings up 22% YoY to $54.1B, trips up 22% YoY to 3.8B, and a $296M net income, below est.; UBER falls 5%+ — Ride-hailing company's quarterly profit falls on hefty charge — Uber Technologies fourth-quarter profit fell …
More: Uber, Proactive, US consumer Feed, PYMNTS.com, Financial Times, and Reuters
| Natalie Lung / Bloomberg: |
More: Morningstar, Motley Fool, Business Insider, Sherwood News, Dow Jones Newswires, Silicon Republic, and Yahoo Finance. Forums: r/SelfDrivingCars
| 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.| Tom Warren / The Verge: |
Microsoft integrates Claude and Codex AI coding agents directly into GitHub, GitHub Mobile, and Visual Studio Code, for Copilot Pro Plus and Enterprise users — Microsoft-owned GitHub continues to embrace OpenAI and Anthropic AI advances. … GitHub is making Claude by Anthropic …
More: The GitHub Blog, The New Stack, The GitHub Blog, and The GitHub Blog
Bluesky: @marypcbuk and @tomwarren.co.uk
| Annie Palmer / CNBC: |
Andy Jassy taps Dharmesh Mehta, Amazon VP of worldwide selling partner services, as technical advisor, a “shadow” role often leading to greater responsibilities — Amazon CEO Andy Jassy has tapped one of the company's top marketplace executives to be his new “shadow” advisor, the company announced Wednesday.
More: About Amazon and GeekWire
| Jordan Novet / CNBC: |
Microsoft says cybersecurity head Charlie Bell will move into a position focused on engineering quality; Hayete Gallot will return from Google to run security — Microsoft said Wednesday that top security leader Charlie Bell will take on a new role and that Hayete Gallot will return …
More: Microsoft, Bloomberg, Business Insider, The Information, CRN, GeekWire, and Thurrott
| 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
More: Mobile Europe, SiliconANGLE, The Times, Observer, Tech Funding News, Lightspeed Venture Partners, Blockchain.News, PYMNTS.com, MobiHealthNews, Bloomberg, Tech.eu, Reuters, and TechCrunch
X: @tbpn, @matiii, @lightspeedvp, @kirbyman01, @dee_naliaks, @andrew__reed, @elevenlabsio, @n__deborah, @elevenlabsio, @alexisohanian, @elevenlabsio, @matt_elevenlabs, @aftahi_ai, @peterkyle, @thechangj, @carles_reina, @elevenlabsio, @matiii, @lukeharries, @elevenlabsio, and @ednewtonrex
LinkedIn: David Lu and Kate Clark
| Ian King / Bloomberg: |
AI chipmaker Cerebras raised a ~$1B Series H led by Tiger Global at a $23B valuation, up from $8.1B in September 2025; Benchmark, Fidelity, and AMD invested too — AI chip provider Cerebras Systems Inc. has raised about $1 billion in a new funding round, bolstering the company's efforts to compete with Nvidia Corp.
More: SiliconANGLE, PYMNTS.com, Cerebras, The Information, Reuters, and Axios
X: @cicatelligiusep, @cerebras, and @andrewbenson
| Reuters: |
Qualcomm reports Q1 revenue up 5% YoY to $12.25B, vs. $12.21B est., and projects Q2 revenue below est. due to memory supply shortage; QCOM drops 9%+ after hours — Chip supplier Qualcomm (QCOM.O) forecast second-quarter revenue and profit below Wall Street estimates on Wednesday …
More: Qualcomm, Thurrott, CNBC, Capital Brief, Bloomberg, Dow Jones Newswires, Android Central, Watcher Guru, and Yahoo Finance. Bluesky: @marypcbuk
| Reuters: |
Amazon MGM Studio plans to develop new AI tools via its “AI Studio” to speed TV and film production and cut costs, in collaboration with AWS and LLM providers — Amazon (AMZN.O) plans to use artificial intelligence to speed up the process for making movies and TV shows …
More: TechCrunch and Blockchain.News
| Sabrina Ortiz / The Deep View: |
Mistral debuts Voxtral Transcribe 2, a family of speech-to-text models with speaker diarization and ultra-low latency, under the Apache 2.0 open-weight license — AI assistants are going voice-first, and Mistral AI just launched its models to compete. — On Wednesday, the French AI startup …
More: Mistral AI, CNET, Simon Willison's Weblog, VentureBeat, and Wired
X: @mistralai, @mistralai, and @simonw
| Jeremy Kahn / Fortune: |
Adaption Labs, which aims to create AI systems that learn continuously and cost less to run, raised a $50M seed round led by Emergence Capital Partners — Sara Hooker, an AI researcher and advocate for cheaper AI systems that use less computing power, is hanging her own shingle.| Brody Ford / Bloomberg: |
Filing: Workday is cutting ~400 employees, or ~2% of its workforce, primarily in customer-facing roles, saying the move will help it invest in priority areas — Workday Inc. is cutting about about 400 employees, saying it will help the software company better invest in priority areas.| The Information: |
Sources: Amazon and OpenAI are discussing a deal that could require OpenAI to dedicate its 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 … | BBC: |
Pinterest fires two employees who it says “wrote custom scripts” that accessed confidential info to track which workers lost their jobs during recent layoffs — Pinterest has sacked two engineers for tracking which workers lost their jobs in a recent round of layoffs.| Rebecca Torrence / Bloomberg: |
Resolve AI, which offers AI agents to monitor source code, databases, and infrastructure to address 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.
More: Resolve AI, TechCrunch, and FinSMEs
| Coco Liu / Bloomberg: |
Lunar Energy, which develops software that syncs batteries across homes into “virtual power plants” and began deploying its own batteries in 2025, raised $232M — Lunar Energy wants to expand its home storage business at a time when the grid is increasingly under strain.| Sam Reynolds / CoinDesk: |
A US judge sentences Rui-Siang Lin, who pled guilty to operating the $105M+ dark web narcotics marketplace Incognito Market, to 30 years in US federal prison — U.S. prosecutors say the Taiwanese operator of the $105 Million Incognito Market used cryptocurrency and anonymity tools …
More: US Department of Justice, The Verge, The Record, Cryptonews, and Security Affairs. X: @sdnynews
| 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.
More: The Robot Report, Ventureburn, and RoboticsTomorrow.com
| Reuters: |
Arm reports Q3 revenue up 26% YoY to $1.24B, vs. $1.22B est., and license and other revenue up 25% to $505M, vs. $519.9M est.; ARM drops 7%+ after hours — Shares of Arm Holdings (O9Ty.F), fell on Wednesday as its licensing revenues slightly missed Wall Street estimates …
More: Financial Times, Bloomberg, Dow Jones Newswires, Barron's Online, Benzinga, and Arm Newsroom. Bluesky: @marypcbuk
| Jyoti Mann / The Information: |
Internal memos: Meta said Avocado is its “most capable pre-trained base model” and achieves 10x compute efficiency “wins” on text tasks vs. Llama 4 Maverick — Meta Platforms is sounding an increasingly bullish note about the first major AI model expected to emerge from its new AI group.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.
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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.
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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.
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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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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.
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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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