Techmeme
February 5, 2026, 8:55 PM

Top News

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.
Rachel Metz / Bloomberg:
Anthropic releases Claude Opus 4.6, which it says can analyze company data, regulatory filings, and market information to create detailed financial analyses  —  Anthropic is releasing a new version of its most powerful AI model that's designed to carry out financial research …
Anthropic:
Annie Palmer / CNBC:
Amazon projects its 2026 capex to hit $200B, above $146.6B est. and up from $131B in 2025, and reports Q4 AWS revenue up 24% YoY to $35.6B, above $34.9B est.  —  Amazon shares plunged more than 10% in extended trading Thursday after the company posted mixed fourth-quarter earnings …
Amazon:
Amazon reports Q4 revenue up 14% YoY to $213.39B, vs. $211.33B est., EPS of $1.95, vs. $1.97 est., and net income up 6% to $21.19B; AMZN drops 11%+ after hours  —  Amazon.com, Inc. (NASDAQ: AMZN) today announced financial results for its fourth quarter ended December 31, 2025.  Fourth Quarter 2025
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
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.
Financial Times:
US tech stocks slide for a third consecutive day amid a sell-off in the software sector; the Nasdaq closed down 1.6%, MSFT 4.95%, QCOM 8.46%, and PLTR 6.83%  —  Nasdaq drops as recent high-flying companies pull market lower  —  US tech stocks fell on Thursday, as weak jobs data piled further pressure …
Dan Gallagher / Wall Street Journal:
Steven Sinofsky / @stevesi:
Muyao Shen / Bloomberg:
Bitcoin falls to ~$63K, its lowest level since President Trump's election win in November 2024 and down ~50% 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.
Bloomberg:
Robert Hart / The Verge:
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.
Iain Martin / Forbes:
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 …
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 …
Vicky Ge Huang / Wall Street Journal:
Strategy reports Q4 net loss grew to $12.4B from $671M a year earlier, as BTC trades below its ~$76K average purchase price; MSTR is down 68% in the past year  —  Shares of the bitcoin-stockpiling company have fallen sharply since crypto prices touched all-time highs in October
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.

Sponsor Posts

ElevenLabs:
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Niantic Spatial:
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Zoho:
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IDrive:
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Featured Podcasts

Channels with Peter Kafka:
Ronan Farrow and Andrew Marantz on Sam Altman's Trust Problem
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.
Acquired:
Ferrari
Learn the playbooks that built the world's greatest companies - and how you can apply them as a founder, operator, or investor.
Subscribe to Acquired.
Lenny's Podcast:
Hard truths about building in the AI era | Keith Rabois (Khosla Ventures)
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:
Anthropic's Mythos Dilemma, Violence Against AI, Tokenmaxxing at Meta
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:
Anthropic's Cybersecurity Shock Wave + Ronan Farrow and Andrew Marantz on Their Sam Altman Investigation + 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.
Tools and Weapons with Brad Smith:
Ryan Roslansky: Turning AI Anxiety into Skills for the Future of Work
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.
 

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More News

Jonathan Vanian / CNBC:
Cheeky Pint:
Naga Avan-Nomayo / The Block:
Russell Brandom / TechCrunch:

Earlier Picks

Anna Pruchnicka / Reuters: