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February 8, 2026, 6:10 AM
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memeorandum
WeSmirchTop News
| Rani Molla / Sherwood News: |
Apple, whose capital expenditure is just a fraction of its peers, is the only Big Tech company that saw capex decline YoY in Q4, decreasing 19% to $2.37B — One of these companies is not like the others. — If you've been following the Big Tech companies' earnings reports …
More: Wall Street Journal, Financial Times, CNBC, Fortune, and The Register
X: @patrickmcgee_ and @ranimolla
Bluesky: @sambiddle.com, @parismarx.com, and @sherwood.news
Forums: r/BlackboxAI_ and r/Economics
| Martin Peers / The Information: |
This year's projected capex ramp-up will all but wipe out free cash flow for Amazon, Google, and Meta, potentially forcing stock buyback cuts or more borrowing — Big tech's dramatic ramp-up in projected capital expenditures this year will all but wipe out free cash flow for Amazon, Google and Meta Platforms.| Simon Willison / Simon Willison's Weblog: |
Anthropic rolls out a fast mode for Claude Opus 4.6 in research preview, saying it offers the same model quality 2.5 times faster but costs six times more — Opus is usually $5/million input and $25/million output. The new fast mode is $30/million input and $150/million output!
More: Claude, The Decoder, and The GitHub Blog
X: @claudeai, @zoink, @claudeai, @alexalbert__, @adocomplete, @yuchenj_uw, @cursor_ai, @edzitron, @claudeai, @zephyr_z9, @cursor_ai, @github, @github, @lovable, @udiwertheimer, @_catwu, @dylan522p, @windsurf, @deanwball, @deanwball, @mikeyk, @cerebras, @bcherny, @jeffwsurf, @bcherny, and @figma. LinkedIn: Christian Ryan
Forums: Hacker News and r/ClaudeAI
| Steve Yegge: |
After talking with ~40 people at Anthropic, a look at its “Yes, and...” culture where every idea is welcomed and judged based on vibes, like a hive mind — As you've probably noticed, something is happening over at Anthropic. They are a spaceship that is beginning to take off.
X: @buccocapital, @buccocapital, @yacinemtb, and @teortaxestex
| Christopher Mims / Wall Street Journal: |
A look at Corning's booming fiber-optic business, boosted by data center demand and a $6B Meta deal, as Nvidia explores Corning's co-packaged optics for servers — Everyone told the company to sell its unprofitable fiber-optic business. Now that division is powering its stock to all-time highs.
More: Insider Monkey and Barron's Online
| Financial Times: |
European countries are moving toward social media bans for children, even as doubts persist over implementation and the risk of a new battle with US tech groups — Move follows Australia's decision to introduce age restrictions over child safety concerns — Leila Abboud in Paris, Barbara Moens in Brussels and Nic Fildes in Sydney| Financial Times: |
Analysts say a design refresh for the iPhone 17 lineup has reinforced Apple's status-symbol appeal in China, with the “cosmic orange” Pro model going viral — Vivid redesign and social media buzz lure Chinese buyers back after a prolonged slump| Naga Avan-Nomayo / The Block: |
Chinese regulators reiterate the mainland crypto ban and expand enforcement to cover real-world asset tokenization and offshore yuan-pegged stablecoin issuance — Quick Take — Beijing authorities have explicitly widened the net to target real-world asset tokenization …
More: Reuters, CryptoNinjas, BeInCrypto, Bitcoin Insider, Coinpedia Fintech News, Cryptonews, Tech in Asia, Cointelegraph, Crypto Briefing, Bitcoin Insider, crypto.news, Wu Blockchain, Decrypt, Blockonomi, The Business Times, Bitcoin Insider, NewsBTC, Tom's Hardware, Nikkei Asia, CoinDesk, and The Crypto Times
| Rohit Singh / MediaNama: |
X unveils a new pay-per-use pricing model for its API, replacing the earlier pricing model that required developers to pay fixed monthly fees of $200 or $5,000 — X has launched a new pay-per-use pricing model for its developer application programming interface (API), replacing … | Jagmeet Singh / TechCrunch: |
India's updated startup framework doubles deep-tech startup eligibility to 20 years and triples the revenue cap for tax, grant, and regulatory benefits to ~$33M — Deep tech startups in sectors such as space, semiconductors, and biotech take far longer to mature than conventional ventures.| Nilesh Christopher / Los Angeles Times: |
A profile of Ali Ansari, the 25-year-old co-founder of micro1, which recruits human experts to train AI systems; micro1 was last valued at $500M in Sept. 2025 — - 8 min Click here to listen to this article — The man set to become one of the world's youngest artificial intelligence billionaires started …
LinkedIn: Nilesh Christopher
| Bloomberg: |
Tether froze $544M in alleged illicit income at Turkey's request, part of its push to aid governments in crackdowns against crypto use in alleged crimes — On Jan. 30, Turkish authorities announced the freezing of more than half a billion dollars in assets owned by Veysel Sahin …
More: Blockonomi, DL News, Bitcoinist.com, BeInCrypto, CryptoNinjas, The Crypto Times, and Cointelegraph
| David Yaffe-Bellany / New York Times: |
Trump-linked World Liberty Financial's stablecoin, USD1, hit $5B in total circulation in January with 85% held in Binance accounts; Trump pardoned CZ in October — Ties between the exchange and the president's company, World Liberty Financial, have only strengthened since the president pardoned Binance's founder, Changpeng Zhao.
More: Wall Street Journal, Gizmodo, and CryptoPotato
| Financial Times: |
DOJ-released emails: Jeffrey Epstein helped Ian Osborne, founder of London-based fund Hedosophia, after Osborne's outreach to help Epstein fix his image in 2011 — Convicted sex offender helped establish tech fund Hedosophia after Osborne offered to help clean up Epstein's image
More: Protos. X: @csfraudanalysis, @jrghaddar, and @itzsuds
Bluesky: @oilsheppard and @robertscotthorton
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