Open Links In New Tab
Mobile Archives Advertise Site News
Techmeme
February 5, 2026, 6:16 AM
Mediagazer memeorandum WeSmirch
Home River Leaderboards About Events Newsletter

Top News

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.
Stephen Morris / Financial Times:
Alphabet says it expects 2026 capex to be between $175B and $185B, above ~$120B est. and up from $91.4B in 2025; Q4 capex was $27.9B, up from $14B in Q4 2024  —  Search giant reports more than $400bn in annual revenue for the first time  —  Google said it plans to double its capital expenditure …
Todd Spangler / Variety:
Alphabet reports YouTube's Q4 ad revenue rose 9% YoY to $11.38B, vs. $11.84B est., and YouTube's annual revenue “surpassed $60B across ads and subscriptions”
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.
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
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
Karin Matussek / Bloomberg:
Germany's Federal Cartel Office rules Amazon must stop enforcing price controls for retailers on its German marketplace and seizes €59M; Amazon can appeal  —  Amazon.com Inc. must stop enforcing price controls for retailers on its German marketplace, according to the nation's antitrust watchdog …
More: Reuters
Reuters:
Arm reports Q3 revenue up 26% YoY to $1.24B, above $1.22B est., and license and other revenue up 25% YoY to $505M, below $519.9M est.; ARM drops 7%+ pre-market  —  Shares of Arm Holdings (O9Ty.F), fell on Wednesday as its licensing revenues slightly missed Wall Street estimates …
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 shortages; QCOM drops 9%+ pre-market  —  Chip supplier Qualcomm (QCOM.O) forecast second-quarter revenue and profit below Wall Street estimates on Wednesday …
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 …
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.
Daniel Kuhn / The Block:
Multicoin co-founder and Managing Partner Kyle Samani says he is stepping back from the VC firm and has transitioned to an advisory role  —  Quick Take  — Kyle Samani, known for his early investment in Solana as part of Multicoin, is stepping back from the crypto-focused venture capital firm.
Jonathan Vanian / CNBC:
Snap reports Q4 revenue up 10% YoY to $1.72B, vs. $1.7B est., DAUs up 5% to 474M, below 478M est., forecasts Q1 revenue below est., and plans a $500M buyback  —  Snap shares were up over 5 percent in after-hours trading on Wednesday after the Snapchat-parent released fourth-quarter earnings that beat on sales.
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 over 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.
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.
Isabelle Bousquette / Wall Street Journal:
Snowboarder Maddie Mastro and other athletes are using a new AI tool powered by Google DeepMind's computer-vision models to prepare for the 2026 Winter Olympics  —  An AI model developed by Google DeepMind is giving athletes like Maddie Mastro new insights into how their bodies move
More: Politico

Sponsor Posts

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.
Soxton:
AI-powered law for startups  —  Soxton automates startup legal so founders can move faster and sleep better.  We handle incorporation, advisor, employment and commercial contracts.  Join the waitlist for early access!
Zoho:
Introducing our new Branding feature  —  Imagine this: You're hosting a high-stakes webinar, pouring hours into perfecting your content and line-up.  People start registering, but your generic registration page feels …
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.
Sponsor Techmeme

Featured Podcasts

The Nick, Dick and Paul Show:
 Side Effects May Include...(Wellness Industry Pt. 2)
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.
Big Technology Podcast:
 AI's Research Frontier: Memory, World Models, & Planning — With Joelle Pineau
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:
 Moltbook Mania Explained
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.
Uncapped with Jack Altman:
 The Benchmark Partnership
Conversations with people I admire about things I'm genuinely interested in.
Subscribe to Uncapped with Jack Altman.
Channels with Peter Kafka:
 Who is Josh D'Amaro and Why is He Disney's New CEO?
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.
Tools and Weapons with Brad Smith:
 Special Edition: Key findings from the Microsoft AI Diffusion Report
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.
Add your podcast here
 

About This Page

This is a Techmeme archive page. It shows how the site appeared at 6:16 AM ET, February 5, 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:
WaPo begins widespread layoffs, cutting into international coverage and more; sources: it is laying off 30% of its employees, including 300+ of 800 journalists

Ruth Marcus / New Yorker:
How Jeff Bezos forced WaPo into severe decline in President Trump's second term, including mass layoffs that seem to transform it into a kind of Politico-lite

Mark Stenberg / Adweek:
Outside Interactive, formerly Outside Media, which pivoted from ads to a recurring revenue model, reports 2025 revenue up 23% YoY to $125M and its first profit

More News

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
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

Earlier Picks

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
Ram Iyer / TechCrunch:
Uber promotes Balaji Krishnamurthy, its former VP of strategic finance and investor relations, to be its CFO, replacing Prashanth Mahendra-Rajah
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
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
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
Max Knoblauch / Sherwood News:
Take-Two reports Q3 net bookings up 28% YoY to $1.76B, vs. $1.58B est., net revenue up 25% YoY to $1.7B, and raises its annual bookings forecast; TTWO drops ~5%
Mediagazer memeorandum WeSmirch
Home River Leaderboards About Events Newsletter