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February 10, 2026, 9:00 AM
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memeorandum
WeSmirchTop News
| OpenAI: |
OpenAI begins testing ads in ChatGPT in the US for logged-in adult users on its Free and Go tiers, and says that the ads “do not influence” ChatGPT's answers — Ads that support free access and don't change ChatGPT answers. — Today, we're beginning to test ads in ChatGPT …
More: The Verge, PCMag, Thurrott, Gizmodo, International Business Times, CNET, TestingCatalog, Gizchina, The Economic Times, a16z, Search Engine Roundtable, Benzinga, Coverager, PhoneArena, BMI, Ad Age, Digit, Cult of Mac, The Rundown AI, Neowin, SiliconANGLE, OpenAI on YouTube, Pixel Envy, The Decoder, Mashable, How-To Geek, Engadget, Search Engine Journal, Decrypt, WinBuzzer, CBS News, iPhone in Canada, Sherwood News, Search Engine Land, NBC News, The Information, Appleosophy, TechCrunch, Crypto Briefing, The Adobe Blog, MacRumors, Business Insider, 9to5Google, NewsMax.com, ZDNET, Droid Life, and CNBC
X: @openai, @pkafka, @justin_abrams1, @dhadfieldmenell, @a16z, @andrewlolk, @haven_emme, @benbajarin, @compliantvc, @bilaltwovec, @zats, @aakashgupta, @kentcdodds, @btibor91, @kirbyman01, @0xa5ad, @freddiev4, @benhylak, @omni1896837, @techikansh, and @jamesborow
Bluesky: @jacob.gold and @edzitron.com
Forums: Hacker News, Slashdot, and MacRumors Forums
| Madison Mills / Axios: |
| Cissy Zhou / Nikkei Asia: |
Chinese AI companies like Alibaba and Tencent are releasing new models and spending millions on “red envelope” freebies to woo users ahead of the Lunar New Year — HONG KONG — China's biggest AI companies are releasing new models and handing out “red envelope” … | Juro Osawa / The Information: |
X: @openrouterai, @htihle, @scaling01, @eliebakouch, @joshraddev, @i_jaihundal, @htihle, @aibattle_, @local0ptimist, and @aryass767
Forums: r/LocalLLaMA, r/SillyTavernAI, and r/ZaiGLM
| Deana Kjuka / Bloomberg: |
Russian media: Russia's communications regulator Roskomnadzor plans to limit access to Telegram from Tuesday, as the government promotes its Max “super app” — Russia's communications watchdog, Roskomnadzor, plans to limit access to Telegram from Tuesday, the RBC news service reported …
More: The Economic Times, Reuters, and The Kyiv Independent
X: @noelreports, @noelreports, @delfoo, @jayinkyiv, @ozkaterji, @jurgen_nauditt, @chriso_wiki, @mike_eckel, @cyberknow20, @mylovanov, and @rajdianos. Bluesky: @campuscodi.risky.biz
| Morgan Lee / Associated Press: |
In opening statements in New Mexico's suit against Meta, state prosecutors argue Meta misrepresented the safety of its platforms, as Meta's attorney pushes back — Meta has failed to disclose what it knows about the harmful effect of its platforms on children in violation …
More: New York Times, Platformer, The Verge, Wired, CNBC, Bloomberg Law, Associated Press, Courthouse News Service, Source New Mexico, CBS News, Al Jazeera, France 24, Santa Fe New Mexican, Albuquerque Journal, CNBC, Associated Press, and NewsNation
X: @andymstone, @kob4, @jason_kint, @andymstone, @jason_kint, @jason_kint, @jason_kint, @jason_kint, @jason_kint, @naominixwrites, @matthewstoller, and @squawkcnbc. Forums: r/NewMexico
| Upmanyu Trivedi / Bloomberg: |
The UK CMA says Apple and Google committed to making app store changes to ensure fairness to developers and consumers, and asks market players for their views — Apple Inc. and Alphabet Inc.'s Google committed to making app stores changes to ensure fairness to developers and consumers …
More: GOV.UK, Engadget, Financial Times, The Register, 9to5Mac, MacRumors, AppleInsider, Reuters, BBC, Android Headlines, and UKTN. X: @cmagovuk
| Kyle Baird / The Block: |
Farcaster co-founders Dan Romero and Varun Srinivasan, along with the team at Merkle, join stablecoin startup Tempo, weeks after Merkle sold Farcaster to Neynar — Quick Take — Romero and Srinivasan's move follows Farcaster's sale to Neynar and the founders' exit from day-to-day leadership of the protocol.
More: Unchained, NewsBTC, Tempo, CoinDesk, DL News, Crypto Briefing, and Daily Dark Web
X: @varunsrin, @dwr, @jchaskin, @0xtanishk, @hhorsley, @tempo, @liamihorne, @azflin, @evgenygaevoy, @timhaldorsson, @jpegmogul, @mert, @mert, @gakonst, and @matthuang. Bluesky: @caseynewton
| Ashley Carman / Bloomberg: |
Spotify reports Q4 revenue up 13% YoY to €4.5B, Premium users up 10% YoY to 290M, MAUs up 11% YoY to 751M, and a €701M operating income, above €639.1M est. — Spotify Technology SA, the Swedish music streaming giant, added a record number of users last quarter, far surpassing Wall Street analyst expectations.| Sophie McEvoy / GamesIndustry.biz: |
Tencent-owned Finnish video game maker Supercell reports 2025 revenue down 4% YoY to €2.65B, EBITA up 6% YoY to €932M, and 290M monthly active players — Headcount grew 30% reaching 890 employees globally, developer contributed €220 million to Finnish economy
More: Supercell, PocketGamer.biz, Bloomberg, Financial Times, Mobilegamer.biz, and GamesBeat
| Harvard Business Review: |
An eight-month study at a US tech company finds AI tools didn't reduce work but intensified it, as employees worked faster and took on a broader range of tasks — Right now, many companies are worried about how to get more employees to use AI. After all, the promise of AI reducing the burden of some work …
More: Simon Willison's Weblog, TechCrunch, Business Insider, ITPro, Digit, Gizmodo, Decrypt, FlowingData, and Sherwood News
Bluesky: @prietschka, @ethanmarcotte.com, @anildash.com, @ericmbudd.com, and @grimalkina. Mastodon: @[email protected]
Forums: Hacker News, r/BetterOffline, and r/ArtificialInteligence
| Chester Dawson / Bloomberg: |
Chinese robotaxi operator Pony AI and Toyota begin commercial production of an autonomous Toyota bZ4X; Pony AI aims to have 3,000+ robotaxis by the end of 2026 — Chinese robotaxi operator Pony AI Inc. has started commercial production of a driverless vehicle in partnership with Toyota Motor Corp., one of its backers.| Leila Abboud / Financial Times: |
French President Emmanuel Macron says the US could retaliate against EU countries, including France and Spain, over plans to ban children from social media — French president calls on bloc to take the necessary steps to become a true global economic power| Maxwell Zeff / Wired: |
A court filing in the iyO-OpenAI trademark case reveals OpenAI won't use the name “io” for its AI device, which isn't expected to ship before February 2027 — A court filing in a trademark lawsuit reveals OpenAI won't use the name “io” for its AI hardware device, which isn't expected to ship until 2027.
More: Business Insider, MacRumors, Digit, and The Verge
| Lucinda Shen / Axios: |
Sources: Stripe is in talks to launch a tender offer that could value it at $140B+, up from $107B in fall 2025 when it bought back shares from investors — Stripe is in talks to launch a tender offer that could value the payments company at more than $140 billion, Axios Pro has learned from multiple sources.| Saritha Rai / Bloomberg: |
Alibaba's DAMO Academy releases RynnBrain, an open-source foundation model to help robots perform real-world tasks like navigating rooms, trained on Qwen3-VL — Alibaba Group Holding Ltd. debuted an AI model that can help robots and other devices perform real-world tasks …
More: Moneycontrol, CNBC, Blockonomi, Semafor, Mobile World Live, Tech in Asia, and Pandaily. X: @sino_market
| Sherry Qin / Wall Street Journal: |
SMIC reports Q4 revenue up 13% YoY to $2.49B, above est., net profit up 61% YoY to $172.85M, above $139.5M est., and 2025 revenue of $9.33B, above 2024's $8.03B — For the first quarter of 2026, the chip maker expects revenue to be flat sequentially — Semiconductor Manufacturing … | Rebecca Torrence / Bloomberg: |
Health care navigation startup Solace, which matches patients with 2K+ advocates, raised $130M led by IVP at a $1B valuation, taking its total funding to $211M — The demand for help navigating the famously complex US health care system has propelled a startup called Solace Health … | Alicia Park / Forbes: |
Polymarket partners with Singapore-based Kaito AI to launch “attention markets”, letting users bet on “mindshare” and “sentiment” metrics from social media — The prediction market is partnering with an AI engine that tracks social media data to create markets about cultural relevance.
X: @sjdedic, @tyler_did_it, and @kaitoai
| Patrick Coffee / Wall Street Journal: |
Analysis: despite AI ads outnumbering traditional Super Bowl ad categories like beer, nostalgia-driven ads from Budweiser and Dunkin' dominated social media — Budweiser and Dunkin' got the most attention on social media, but big tech's AI product demos may still have the last laugh, experts say| Bloomberg: |
How a16z became the dominant influence on Trump-era AI policy, including via Marc Andreessen building key relationships; an ex-official says it has “veto power” — Silicon Valley's richest venture capital firm emerges as a “lobbying juggernaut” for minimal AI regulation.| Wall Street Journal: |
Sources: Mark Zuckerberg plans to buy a Miami mansion, likely to cost up to $200M, joining other tech billionaires as California proposes a 5% billionaire tax — Local real-estate agents say the newly completed mansion on Miami's Indian Creek will likely fetch between $150 million and $200 million| Ivan Mehta / TechCrunch: |
YouTube rolls out an AI-powered playlist generator that lets Premium and Music Premium users on iOS and Android use text prompts to create playlists — YouTube is rolling out a new AI-powered playlist-generation feature that allows Premium users on iOS and Android to use text prompts to create playlists.| Tim Bradshaw / Financial Times: |
Satellite executives, investors, and researchers say Elon Musk's aim to launch space data centers by around 2029 is highly ambitious, but the idea is plausible — Tech billionaire's desire to put computer infrastructure into orbit is central to $1.25tn plan to merge SpaceX with xAI
More: Slow Boring and Data Center Knowledge
| Leo Schwartz / Fortune: |
Bretton AI, formerly Greenlite, which uses GenAI to investigate suspicious transactions and verify internal risk policy compliance, raised a $75M Series B — Early in his career, Will Lawrence worked on the product team at Facebook focused on anti-money laundering.
More: FinSMEs
| Bloomberg: |
Sources: a VC firm backed by Fidelity billionaire Johnson's family shelves plans to sell its stake in ~40 Chinese tech companies as geopolitical factors ease — Eight Roads, a venture capital firm backed by Fidelity Investments' billionaire Johnson family, has shelved plans to sell its holdings … | Ian Duncan / Washington Post: |
Meta, TikTok, and Snap agree to undergo independent assessments to rate how effectively they protect teen users based on 24 standards developed by experts — A system of two dozen standards was developed by mental health experts to assess how well social media platforms protect young users.| Juro Osawa / The Information: |
xAI co-founder Tony Wu says he “resigned”, following co-founder Igor Babuschkin's exit in August 2025; Wu was in charge of reasoning and reported to Elon Musk — Tony Wu, one of xAI's cofounders, said he has resigned from Elon Musk's AI company.
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