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February 5, 2026, 2:50 PM
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WeSmirchTop News
| Rachel Metz / Bloomberg: |
Anthropic releases Claude Opus 4.6, which it says can scrutinize company data, regulatory filings, and market info; Anthropic now has 300K+ business users — Anthropic is releasing a new version of its most powerful AI model that's designed to carry out financial research …
More: CNBC, PYMNTS.com, 9to5Mac, Livemint, CNET, SiliconANGLE, Inc, CNN, ITPro, VentureBeat, Bloomberg, Financial Times, Barron's Online, Implicator.ai, Yahoo Finance, investingLive, The Tech Buzz, iPhone in Canada, and AI Insider
X: @claudeai, @bloombergtv, @levie, @scaling01, @llmstats, @scaling01, @scaling01, @scaling01, @deredleritt3r, @bindureddy, @emollick, @_catwu, @scaling01, @scaling01, @krishnanrohit, @scaling01, @verge, @bcherny, @nathanblawrence, @brandenflasch, @yuchenj_uw, @saffronhuang, @scaling01, @kimmonismus, @scaling01, @kyleturman, @synthwavedd, @kimmonismus, @ericbuess, @nichochar, @nichochar, @sammcallister, @benkomalo, @damianplayer, @cortinico, @camsoft2000, @alexalbert__, @claudeai, @claudeai, @claudeai, @claudeai, @claudeai, @teknium, @hakamite, @teknium, and @sonofalli
| Anthropic: |
Anthropic says it found Opus 4.6 “brings more focus to the most challenging parts of a task without being told to” and “thinks more deeply and more carefully” — We're upgrading our smartest model. — The new Claude Opus 4.6 improves on its predecessor's coding skills.
More: Claude, Wall Street Journal, Thurrott, The New Stack, The Decoder, Forbes, and XDA Developers
X: @claudeai. LinkedIn: Magnus Oxenwaldt, Dave Brown, and Ashraf Alhashim. Bluesky: @steveklabnik.com
Forums: Hacker News, r/ClaudeAI, r/singularity, r/singularity, and Slashdot
| Sam Sabin / Axios: |
Anthropic says Opus 4.6 found 500+ previously unknown high-severity security flaws in open-source libraries with little to no prompting during its testing — - Before its debut, Anthropic's frontier red team tested Opus 4.6 in a sandboxed environment to see how well it could find bugs in open-source code.| Lucas Ropek / TechCrunch: |
Anthropic introduces “agent teams” in Claude Code as a research preview to launch multiple agents that work in parallel, and a Claude in PowerPoint plugin — On Thursday, Anthropic released the latest version of Opus — its most advanced model and a particularly important model for Claude Code.
More: Claude, The Verge, and The Mac Observer
| David Gewirtz / ZDNET: |
OpenAI launches GPT-5.3-Codex, which it says runs 25% faster, enabling longer-running tasks, and “is our first model that was instrumental in creating itself” — ZDNET's key takeaways — GPT-5.3-Codex helped debug and deploy parts of itself. — Codex can be steered mid-task without losing context.| OpenAI: |
OpenAI says GPT-5.3-Codex goes beyond an agent that can code “to an agent that can do nearly anything developers and professionals can do on a computer” — Expanding Codex across the full spectrum of professional work on a computer. — Join the Codex app waitlist
More: Thurrott, The New Stack, VentureBeat, Constellation Research, and MarkTechPost
| Dan Gallagher / Wall Street Journal: |
Investor fears that software companies are facing an AI-driven extinction event are exaggerated, but the persistent belief has damaged their stocks for months — Fears that software companies are facing an extinction event are exaggerated, but other dangers are real
More: Business Insider, Business Insider, Reuters, The Overspill, and Wall Street Journal
X: @garrytan, @taliagold, @tmt_jack_, @arampell, @forgebitz, @sarthakgh, @thestalwart, @jasonrshuman, @qualityinvest5, @mikeeisenberg, @marcelolima, @jaykreps, @litcapital, @arpitrage, and @jukan05. Mastodon: @carnage4life@mas.to
| Steven Sinofsky / @stevesi: |
Wall Street's idea that a software pure play will “vanish” into an LLM is “nonsense”: we need more software, and AI-enabled software moves up the product stack — Too much of what is going on is a race to get to a theoretical end state of a whole new world of business and technology.
X: @levie, @ji, @rrhoover, @stevesi, @howardlindzon, @jonoringer, @neelchhabra, @traskjd, @sagarbhupalam, @illscience, @martin_casado, and @tbpn
| New York Times: |
DOJ files reveal Epstein's deep Silicon Valley relationships and how key insiders offered access to buzzy startups like Coinbase, long after his 2008 conviction — The disgraced financier regularly courted tech industry figures not just for their prestige but also for access to promising companies.
More: NBC News, San Francisco Examiner, Forbes, and CoinDesk
X: @cowboycrypto313, @nafeezahmed, @aaronrday, and @cryptadamist
Bluesky: @rmac, @mcbridetd, @noahshachtman, and @ering
| Iain Martin / Forbes: |
| Robert Hart / The Verge: |
OpenAI launches Frontier, an AI agent management platform that provides shared context, onboarding, and permission boundaries, for “a limited set of customers” — Think HR, but for AI. … Managing humans is hard. Managing AI agents is... also hard.
More: OpenAI, PYMNTS.com, TechCrunch, Axios, Inc, The Decoder, Help Net Security, Techstrong.ai, Bloomberg Law, CNBC, Reuters, Australian Financial Review, Yahoo Finance, Constellation Research, Neowin, Fortune, Implicator.ai, Barron's Online, Blockonomi, Wall Street Journal, and Coverager
X: @openai, @openai, @firstadopter, and @openai
| Muyao Shen / Bloomberg: |
Bitcoin falls to ~$66K, its lowest level since President Trump's election win in November 2024 and down 44%+ from its October 2025 peak as global markets fall — Bitcoin slumped below $70,000, a level last seen 15 months ago, as a broad risk-off sentiment engulfed global markets.
More: CNBC, DL News, Bloomberg, CoinDesk, Decrypt, Yahoo Finance, NewsMax.com, NBC News, Axios, Mashable, Bloomberg, Inc.com, Wall Street Journal, and Bitcoin Insider
X: @brian_armstrong, @luke_metro, @thestalwart, @sumitroy2, @ljxie, @dcinvestor, @camiinthisthang, @thestalwart, @birdyword, @saylor, @ljxie, @portfolioxpert, @intocryptoverse, @balajis, @nouriel, @mattzeitlin, @chiweethedog, @thestalwart, @thecryptodog, @lukegromen, and @bon_g. Bluesky: @karlbode.com
| Jeffrey A. Trachtenberg / Wall Street Journal: |
Spotify partners with Bookshop.org to let Premium US and UK subscribers buy hardcover and paperback books via its app starting in spring; Spotify will get a cut — Streaming service is joining with Bookshop.org to appeal to readers who read in multiple formats — Spotify Technology is getting into the physical book business.
More: Spotify, The Verge, ZDNET, Android Police, XDA Developers, Spotify, 9to5Google, PCMag, Thurrott, Dexerto, Android Central, Android Authority, TechCrunch, MakeUseOf, Inc.com, Publishers Weekly, Publishing Perspectives, Reuters, Mashable, 9to5Mac, The Verge, The Mac Observer, Engadget, The Hollywood Reporter, Neowin, Digital Trends, Hindustan Times, The Independent, T3, and Telecompaper
| The Information: |
Sources: Nvidia delays the release of its incremental gaming GPU upgrade, codenamed Kicker, marking the first year in three decades without a new GPU for gaming — Nvidia won't release a new graphics chip for gamers this year due to a deepening global shortage of memory chips … | Alex Riehl / BetaKit: |
Y Combinator adds Canada back to its accepted countries list, and says it had removed the country because its top Canadian companies reincorporated in the US — Y Combinator has once again revised its standard deal terms, this time to add Canada back as one of its permitted sites of investment.| Aisha Malik / TechCrunch: |
Meta confirms it is testing a standalone app for Vibes, its short-form video feed of AI videos, after “strong early traction”, without sharing specific numbers — Meta is testing a standalone Vibes app, the company confirmed to TechCrunch on Thursday.| Naga Avan-Nomayo / The Block: |
Gemini exits the UK, EU and Australia and cuts 25% of staff, as the crypto exchange refocuses on the US due to foreign markets proving “hard to win” — Quick Take — Gemini links its latest layoffs to a push for a leaner, more automated operating model, saying increased use of AI lets it run faster with fewer staff.
More: Gemini, Reuters, DL News, CoinDesk, Decrypt, Yahoo Finance, Proactive, Financial Post, Coinspeaker, Cryptonews, Crypto Briefing, and Bloomberg
| Cheeky Pint: |
Q&A with Elon Musk on launching 1TW of space GPUs, Grok and human consciousness, Optimus, xAI's business plan, China's manufacturing win, DOGE, and more — Timecodes — Transcript — Are there really three hours of questions? Are you fucking serious? — Dwarkesh Patel
More: 9to5Mac, Dwarkesh Podcast, and YouTube
X: @collision, @shakeelhashim, @scaling01, and @dwarkesh_sp
| Jason Rainbow / SpaceNews: |
The US FCC grants Starlink competitor Logos clearance to deploy up to 4,178 low Earth orbit broadband satellites by 2035; Logos raised a $50M Series A in 2025 — - Email a link to a friend (Opens in new window) Email
More: Engadget, Via Satellite, SatNews, and Advanced Television
| Dylan Butts / CNBC: |
Sony reports Q3 revenue up 1% YoY to ~$23.7B, vs. ~$23.5B est., operating profit up 22% to ~$3.3B, vs. ~$3B est., and raises FY operating profit outlook by 8% — Sony on Thursday reported a rise in operating profit that beat expectations, supported by favorable foreign exchange rates despite surging memory chip costs.| Mark Gurman / Bloomberg: |
Tim Cook told Apple staff at an all-hands that he's “deeply distraught” with the US' current approach to immigration and he will press the issue with lawmakers — Apple Inc. Chief Executive Officer Tim Cook told employees that he's “deeply distraught” with the US's current approach … | Sergiu Gatlan / BleepingComputer: |
Substack notifies users about a “limited” data breach in October 2025 via a now-patched flaw found on February 3; a threat actor leaked a ~697K-record database — Newsletter platform Substack is notifying users of a data breach after attackers stole their email addresses and phone numbers in October 2025.| Bloomberg: |
TSMC plans to produce 3nm chips at its second plant in Kumamoto, Japan; sources say that is an upgrade from an original plan to produce 7nm chips by late 2027 — Taiwan Semiconductor Manufacturing Co. plans to make advanced 3-nanometer chips in Japan, stepping up its semiconductor manufacturing roadmap … | Russell Brandom / TechCrunch: |
Fundamental, which has developed an LTM to analyze structured data, comes out of stealth with $255M in funding, including a $225M Series A, at a $1.2B valuation — An AI lab called Fundamental emerged from stealth on Thursday, offering a new foundation model to solve an old problem …
More: FinSMEs, VentureBeat, Financial Times, VC News Daily, Fast Company, Axios, and Salesforce Ventures
| Janko Roettgers / The Verge: |
A look at the informal economy of rogue streaming box resellers who sell hardware offering free access to live sports events, cable TV, and streaming services — Walk the rows of the farmers market in a small, nondescript Texas town about an hour away from Austin, and you might stumble …
More: Digital Trends. Bluesky: @reckless. Forums: Hacker News, r/technology, r/television, r/entertainment, r/TrueReddit, r/Longreads, and Slashdot
| Tim Barnwell / Silicon Republic: |
Duna, a European fintech making AI-powered identity and compliance tools for banks, raised a €30M Series A led by CapitalG, bringing its total funding to €40M+ — Duna's co-founders Duco van Lanschot and David Schreiber both had senior roles at Stripe in the past.
More: Pulse 2.0, Financial Post, EU-Startups, and Tech in Asia
| Wall Street Journal: |
A look at India's push to become a major provider of AI services; in the past few months, US companies pledged to invest tens of billions in Indian data centers — Lured by big, tech-savvy population, Google and other giants sinking tens of billions into Indian marketSponsor Posts
Airtable:
Deep analysis for deep questions — Introducing Superagent. A new research product from Airtable: Subagents deeply interrogate your topic and turn it into boardroom-ready reports, slides, docs, or websites.
Deep analysis for deep questions — Introducing Superagent. A new research product from Airtable: Subagents deeply interrogate your topic and turn it into boardroom-ready reports, slides, docs, or websites.
Clay:
Turn any GTM idea into reality — Clay helps GTM teams combine AI agents, enrichment, and intent data to move faster and turn insights into action.
Turn any GTM idea into reality — Clay helps GTM teams combine AI agents, enrichment, and intent data to move faster and turn insights into action.
Zoho:
App Spotlight: Plug&Play AI Email Assistant 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 of our apps …
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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
Lenny's Podcast:
Sequoia CEO coach: Why it's never been easier to start a company, and never been harder to scale one | Brian Halligan (co-founder, HubSpot)
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:
Is Something Big Happening?, AI Safety Apocalypse, Anthropic Raises $30 Billion
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.
Hard Fork:
'Something Big Is Happening' + A.I. Rocks the Romance Novel Industry + One Good Thing
The future is already here. Each week, journalists Kevin Roose and Casey Newton explore and make sense of the latest in the rapidly changing world of tech.
Subscribe to Hard Fork.
Cheeky Pint:
Ben Thompson from Stratechery on AI ads, the end of SaaS, and the future of media
Stripe cofounder John Collison interviews founders, builders, and leaders over a pint.
Subscribe to Cheeky Pint.
Tools and Weapons with Brad Smith:
His Excellency Khaldoon Al Mubarak: Investing in an AI-Driven World
Microsoft Vice Chair and President Brad Smith speaks with leaders in government, business, and culture to explore the most critical challenges at the intersection of technology and society.
Subscribe to Tools and Weapons with Brad Smith.
The Nick, Dick and Paul Show:
The Billionaire Button w/ Tim Wu
Nick Bilton, Dick Costolo, and Paul Kedrosky pull back the curtain on AI, startups, and the future rushing toward us, all with healthy dose of irreverence.
Subscribe to The Nick, Dick and Paul Show.
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