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February 5, 2026, 4:20 PM
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Rachel Metz / Bloomberg:
Anthropic releases Claude Opus 4.6, which it says can analyze company data, regulatory filings, and market information; 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 …
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.
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.
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
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.
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:
DOJ files reveal how Jeffrey Epstein helped his Russian-born publicist Masha Bucher become a prominent VC who now boasts of investments in 22 unicorns like xAI
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.
Bloomberg:
Why this is the worst crypto winter ever: AI crowds out crypto for mindshare and power grid access, crypto is mainstream, gold beats BTC as a safe haven, more
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 …
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.
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 …
Cheeky Pint:
Q&A with Elon Musk on plans for 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
Naga Avan-Nomayo / The Block:
Gemini exits the UK, the EU, and Australia, and cuts 25% of its staff; the crypto exchange is refocusing on the US as “foreign markets have proven hard to win”  —  Quick Take  — Gemini links its latest layoffs to a push for a leaner, more automated operating model …
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.
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.
Amazon:
Amazon reports Q4 revenue up 14% YoY to $213.4B, net income up 6% to $21.19B, and EPS of $1.95, vs. $1.97 est.; AMZN drops 10%+ after hours  —  Amazon.com, Inc. (NASDAQ: AMZN) today announced financial results for its fourth quarter ended December 31, 2025.  Fourth Quarter 2025

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From Mediagazer

Derek Thompson / @dkthomp:
Matt Murray saying that WaPo will no longer write for “one slice of the audience” demonizes the strategy of fiercely reporting on Trump that made it successful

Kenneth Li / Reuters:
Thomson Reuters reports Q4 revenue up 5% YoY to $2B, matching est., and news division organic revenue up 5% to $232M, boosted by licensing deals; TRI falls 7%+

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

Anna Pruchnicka / Reuters:
Ukraine says unauthorized Starlink internet terminals used by Russia on the battlefield have been deactivated via a verification process developed with SpaceX

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