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February 5, 2026, 12:40 PM
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memeorandum
WeSmirchTop News
| 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
| 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.| 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, NBC News, Axios, Mashable, Inc.com, and Wall Street Journal
X: @luke_metro, @thestalwart, @ljxie, @thestalwart, @saylor, @dcinvestor, @camiinthisthang, @ljxie, @portfolioxpert, @intocryptoverse, @balajis, @nouriel, @mattzeitlin, and @bon_g. Bluesky: @karlbode.com
| Financial Times: |
US tech stocks fall sharply in intraday trading: the Nasdaq drops 1.8%+, S&P 500 1.5%+, GOOG 3%+, QCOM 7%+, and AMZN 3%+, amid a selloff in software stocks — Nasdaq drops 1.8% as investors continue to ditch high-flying AI-linked shares — US tech stocks fell sharply on Thursday …
More: USA Today, Associated Press, CNBC, Wall Street Journal, and CNBC
| Alphabet: |
Alphabet reports Q4 revenue up 18% YoY to $113.83B, above $111.43B est., Cloud revenue up 48% to $17.66B, vs. $16.18B est., and 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: 9to5Google, New York Times, AppleInsider, Marketing Dive, Yahoo Finance, Zacks Investment Research, Cautious Optimism, Music Ally, The Motley Fool, Tech Times, Inc, Finbold, International Business Times, Neowin, Search Engine Journal, Constellation Research, Fortune, CNBC, 9to5Mac, TechCrunch, Variety, and Reuters
X: @sundarpichai, @stevehou, @signulll, @isforat, @deryatr_, @aakashgupta, @noahpinion, @vicvijayakumar, @munster_gene, @samsheffer, @markgurman, @markgurman, @markgurman, @stocksavvyshay, @mikeisaac, @rseroter, @thestalwart, @kimmonismus, @thetranscript_, @munster_gene, @blondesnmoney, @joecarlsonshow, @rustybrick, @bushwoodcap, and @stocksavvyshay
| Lauren Forristal / TechCrunch: |
More: Fortune, PCWorld, Shelly Palmer, Moneycontrol, WeRSM, and Shacknews
X: @yuchenj_uw, @officiallogank, @mark_k, @munster_gene, @jeffdean, @zeffmax, and @mweinbach. Mastodon: @carnage4life@mas.to. Forums: r/technology
| Stephen Morris / Financial Times: |
| 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, Android Police, PCMag, 9to5Google, Thurrott, Spotify, Publishers Weekly, Inc.com, The Mac Observer, TechCrunch, Digital Trends, 9to5Mac, Reuters, Neowin, Hindustan Times, The Verge, Engadget, T3, The Hollywood Reporter, Publishing Perspectives, Mashable, and The Independent
| 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 …
More: The Verge, Tom's Guide, eWeek, DigiTimes, and Sherwood News
| 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, Cryptonews, Coinspeaker, and Crypto Briefing
| 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: Forbes, San Francisco Examiner, and NBC News
X: @cowboycrypto313, @nafeezahmed, @aaronrday, and @cryptadamist
Bluesky: @rmac, @ering, @noahshachtman, and @mcbridetd
| Iain Martin / Forbes: |
More: The Information. X: @arnaudmercier, @michuk, @michuk, @michuk, @tarowheel, and @_wmedia_. LinkedIn: Katharine Schwab
Bluesky: @rmac, @samblum, @alexrkonrad, and @jennycohn
| 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.| 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.| 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, Fast Company, and Axios
| Janko Roettgers / The Verge: |
A look at the informal economy of rogue streaming box resellers, who sell hardware that offers free access to sports games, 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 across …
More: Digital Trends. Bluesky: @reckless. Forums: r/technology, r/television, r/entertainment, r/TrueReddit, r/Longreads, and Slashdot
| Michael Acton / Financial Times: |
Arm CEO Rene Haas says investor fears about AI hurting software companies are a “micro-hysteria” that exceeds the reality of how businesses are using AI tools — SoftBank-owned chip group forecasts strong growth in data centre business but shares slide amid wider tech rout
More: Yahoo Finance and Bloomberg
| Reuters: |
More: Reuters, Arm Newsroom, Implicator.ai, CNBC, Blockonomi, Tech in Asia, DigiTimes, Dow Jones Newswires, and Bloomberg
| Rebecca Torrence / Bloomberg: |
AI interpretability startup Goodfire raised a $150M Series B at a $1.25B valuation, taking its total funding to $209M, and is working on retraining AI models — A growing cadre of multibillion-dollar startups are racing to create the best artificial intelligence models …
More: PYMNTS.com and FinSMEs
| 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.| 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: EU-Startups, Financial Post, 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 market
More: Tech in Asia and Constellation Research
| Anna Pruchnicka / Reuters: |
Ukraine says Starlink terminals used by Russia on the battlefield have been deactivated via a verification process developed alongside SpaceX — Starlink internet terminals used by the Russian military on the battlefield in Ukraine have been deactivated, Ukraine said on Thursday …
More: Ukrainska Pravda, The Kyiv Independent, Washington Times, Bloomberg, and DroneXL.co
| 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| Jeremy Kahn / Fortune: |
London-based Lawhive, whose lawyers and AI tools help individuals and SMBs automate legal tasks, raised a $60M Series B, after a $40M Series A in December 2024 — Lawhive, a British startup that wants to use AI to transform the business model of law firms that perform routine legal work …
More: FinSMEs, BusinessCloud, Tech Funding News, UK Tech Investment News, and EU-Startups
| Will Knight / Wired: |
A look at Axiom, which is building AxiomProver, an AI model able to verify proofs that it claims has found solutions to at least four longstanding math problems — Axiom says its AI found solutions to several long-standing math problems, a sign of the technology's steadily advancing reasoning capabilities.Sponsor Posts
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