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February 12, 2026, 4:55 AM
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memeorandum
WeSmirchTop News
| Lora Kolodny / CNBC: |
Elon Musk announces an xAI reorganization that “required parting ways with some people”, after two xAI co-founders announced they were leaving this week — SpaceX CEO Elon Musk on Wednesday announced the the company's xAI artificial intelligence venture implemented a reorganization that …
More: Wall Street Journal, Gizmodo, Benzinga, Moneycontrol, Financial Times, The Information, Reuters, DigiTimes, NBC News, Sources, The Verge, Inc, Business Insider, TechCrunch, DatacenterDynamics, PCMag, New York Times, and Ars Technica
X: @elonmusk, @xai, @chace_agi, @textangel, @globalaffairs, @ramez, @iterintellectus, @ptrubey, @liuyunlong63318, @tetsuoai, @hadas_gold, @giffmana, @tetsuoai, @edwinboyan, @xfreeze, @parsatajik, @autismcapital, @tetsuoai, @katiemiller, @sawyermerritt, @autismcapital, and @ramez. Threads: @carnage4life
| Z.ai: |
Z.ai launches GLM-5, its flagship open-weight model, saying it has best-in-class performance among open-source models in reasoning, coding, and agentic tasks — We are launching GLM-5, targeting complex systems engineering and long-horizon agentic tasks. Scaling is still one of the most important ways …
More: South China Morning Post, DigiTimes, VentureBeat, blog.e01.ai, Livemint, Simon Willison's Weblog, Artificial Ignorance, Cautious Optimism, Reuters, and Reuters
X: @zai_org, @zai_org, @lintool, @dorialexander, @weswinder, @zai_org, @iamnitinr, @louszbd, @eliebakouch, @_simonsmith, @arena, @altryne, @lmsysorg, @mweinbach, @zhuokaiz, @scaling01, @vercel_dev, @scaling01, @zai_org, @zephyr_z9, @bridgemindai, @kimmonismus, @thestalwart, @koylanai, and @zai_org
Forums: Hacker News, r/LocalLLaMA, and r/singularity
| New York Times: |
Social media addiction trial: Adam Mosseri says social media is not “clinically addictive” and that Meta was careful to test features used by young people — Instagram's chief executive said on Wednesday that social media was not “clinically addictive,” refuting claims …
More: Bloomberg, Associated Press, Raleigh News & Observer, NBC News, BMI, Rolling Stone, The Information, Courthouse News Service, The Guardian, The Wrap, New York Post, Business Insider, Los Angeles Times, CNBC, NBC News, SBS News, CNN, Fox Business, The National, Techstrong IT, Bloomberg, BBC, Overturned, Agence France-Presse, Bloomberg Law, and Reuters. X: @marshablackburn
| Lawrence Abrams / BleepingComputer: |
Microsoft fixes a vulnerability in Notepad in Windows 11 that let attackers execute remote programs by tricking users into clicking malicious Markdown links — Microsoft has fixed a “remote code execution” vulnerability in Windows 11 Notepad that allowed attackers to execute local … | Jared Perlo / NBC News: |
Anthropic says it will upgrade US power grid infrastructure, generate new power, and cover consumer price increases to minimize the effects of its data centers — Leading AI company Anthropic said it would upgrade power grid infrastructure, generate new power, and cover consumer price increases …
More: Anthropic, The Register, Business Today, Business Insider, SiliconANGLE, The Verge, The Hill, Blockchain.News, Reuters, and Wall Street Journal
X: @anthropicai, @natolambert, @matthewberman, @morqon, @corbtt, @daniellefong, @techau, and @0xdevshah. Bluesky: @awpiitr. Forums: r/ArtificialInteligence
| Daniel Kuhn / The Block: |
Coinbase rolls out Agentic Wallets, a wallet infrastructure that lets AI agents make autonomous crypto transactions “without human intervention” — Quick Take — Agentic Wallets builds on the x402 protocol developed to enable autonomous crypto payments “without human intervention.”
More: Coinbase, crypto.news, Decrypt, Cointelegraph, PYMNTS.com, The Crypto Times, and Crypto Briefing
| Reuters: |
Sources: the Pentagon is pushing OpenAI, Anthropic, and others to make their AI tools available on classified networks without the standard user restrictions — The Pentagon is pushing the top AI companies including OpenAI and Anthropic to make their artificial-intelligence tools available …
More: The Economic Times
| Reed Albergotti / Semafor: |
More: The Overspill, Politico, OpenAI, U.S. Department of War, The Hill, Decrypt, Fox Business, and DefenseScoop
X: @semaforben, @miles_brundage, @kaelan47, and @dowcto
| Dell Cameron / Wired: |
The US CBP signs a one-year Clearview AI deal, granting access to its facial recognition tool for “tactical targeting” and “strategic counter-network analysis” — US Border Patrol intelligence units will gain access to a face recognition tool built on billions of images scraped from the internet.
More: FedScoop. Bluesky: @newshoundellen, @markriedl, @dell, @rmac, @couts, and @dell
Forums: r/politics and r/fednews
| Mark Gurman / Bloomberg: |
Sources: Apple's Siri upgrade has run into snags recently, possibly pushing some personalized Siri and other features from iOS 26.4 to iOS 26.5, due in May — Apple Inc.'s long-planned upgrade to the Siri virtual assistant has run into snags during testing in recent weeks …
More: 9to5Mac, Livemint, Business Standard, TechCrunch, Benzinga, OS X Daily, The Indian Express, Macworld, PYMNTS.com, CNET, PhoneArena, Gizmodo, iDrop News, Android Headlines, Cult of Mac, iClarified, The Mac Observer, iPhone in Canada, Sherwood News, AppleInsider, MacRumors, Digital Trends, The Verge, The Apple Post, and MacTech.com
X: @markgurman and @bzamayo
Forums: Hacker News, r/apple, and MacRumors Forums
| Financial Times: |
BlockFills, a crypto liquidity provider and lender to ~2K institutional clients, halts deposits and withdrawals, citing “recent market and financial conditions” — Move comes during period of sustained volatility in digital asset markets — Susquehanna-backed crypto lender BlockFills … | CoinDesk: |
Robinhood launches a public testnet for Robinhood Chain, an Ethereum Layer 2 network on Arbitrum supporting 24/7 trading, with a broader rollout later in 2026 — The Robinhood Chain, built on Ethereum-based Arbitrum, aims to become key plumbing for around-the-clock trading and plugging tokenized stocks into DeFi.
More: Robinhood, Unchained, Cointelegraph, Bitcoin Insider, CryptoPotato, Decrypt, Blockonomi, CryptoNinjas, crypto.news, The Defiant, NewsBTC, The Block, Cointelegraph, CoinGape, The Crypto Times, Crypto Briefing, Blockchain.News, Bitcoin Insider, BeInCrypto, and The Crypto Times. LinkedIn: Gaurav Saxena
| Michael Acton / Financial Times: |
US FTC chair urges Tim Cook to review Apple News' terms and curation after a study claimed the app promoted “leftist outlets” and suppressed conservative ones — US regulator issues warning to iPhone maker about its News platform following controversy over Super Bowl half-time show
More: Reuters, Deadline, 9to5Mac, TheDesk.net, The Wrap, Just The News, MacTech.com, New York Post, The Post Millennial, Fox News, The Verge, and Newsbusters
| Ben Jiang / South China Morning Post: |
Multiple responses from DeepSeek's namesake chatbot confirm that the startup has expanded the context window of its flagship AI model from 128K tokens to 1M+ — The upgrade will allow DeepSeek's AI model to remember and process more information in a single conversation or task
More: Reuters
| Zaheer Kachwala / Reuters: |
Grab agrees to acquire US fintech company Stash Financial in a deal initially valued at $425M and forecasts FY 2026 revenue of $4.04B-$4.1B, below $4.13B est. — Singapore's Grab (GRAB.O) forecast fiscal 2026 revenue below Wall Street expectations on Wednesday, signaling slower momentum …
More: Grab, Grab, Bloomberg, TNGlobal, Nikkei Asia, The Straits Times, Tech in Asia, and Dow Jones Newswires
| New York Times: |
Sources: some OpenAI executives were surprised by a WSJ report that OpenAI was targeting a Q4 2026 IPO; OpenAI hopes to triple its ~$13B 2025 revenue in 2026 — The maker of ChatGPT hopes to triple its revenue in the coming year because it is planning to spend tens of billions of dollars.| Bloomberg: |
Some of the biggest VC firms are backing both OpenAI and Anthropic, breaking a taboo by investing in competing startups, as the AI race reshapes venture capital — Silicon Valley investors are breaking a longstanding taboo by investing in competing startups.| Damilare Dosunmu / Rest of World: |
Google unveils WAXAL, a new open speech dataset for 21 African languages to ease speech technology development; African institutions own the dataset — A new 21-language dataset gives African institutions ownership and control in a field long dominated by Big Tech.| Lorenzo Franceschi-Bicchierai / TechCrunch: |
The US DOJ says Peter Williams, former boss of L3Harris' Trenchant, stole and sold tools that can hack millions of computers worldwide to a Russian broker — The former boss of a U.S. maker of hacking and surveillance tools stole and sold technology that can hack millions of computers and people worldwide … | Joe Rivano Barros / Mission Local: |
YC's Garry Tan launches “Garry's List”, a nonprofit dedicated to supporting “moderate/pragmatic” political candidates and pro-growth policies in California — New operation is part-PAC, part-blog, part incubator for Silicon Valley politics — and latest entry in big-money network| Samantha Subin / CNBC: |
EssilorLuxottica says it sold over 7M Meta AI glasses in 2025, up from the 2M that the company sold in 2023 and 2024 combined — EssilorLuxottica's more than tripled its Meta artificial intelligence glasses sales last year, the Ray-Ban maker said on Wednesday in its fourth-quarter results.
More: heise online News, FashionNetwork.com, EssilorLuxottica, and The Information. Threads: @roccobasilico
| Financial Times: |
Private equity and private credit groups' big bets on SaaS companies, the biggest area of PE activity in the past decade, risk being derailed by the rise of AI — Dealmakers and lenders are facing a ‘Darwinian moment’ as digital services risk being made obsolete by new technologies
More: Bloomberg, Insurance Business, and Bloomberg
| Chris Metinko / Axios: |
Brandlight, which develops tools that help brands monitor how AI models perceive them, raised a $30M Series A led by Pelion Venture Partners — Brandlight, which can monitor how AI models perceive companies, raised a $30 million Series A led by Pelion Venture Partners, CEO Imri Marcus tells Axios Pro exclusively.| Reuters: |
Applied Materials reaches a $252M settlement with the US Commerce Department, resolving allegations it illegally shipped chipmaking equipment to SMIC in China — The U.S. Department of Commerce on Wednesday announced a $252 million settlement with Applied Materials (AMAT.O) …
More: DigiTimes, Applied Materials, Reuters, and Bloomberg
| Alyssa Ray / The Wrap: |
Disney agrees to pay $2.75M to settle California AG Rob Bonta's 2024 lawsuit alleging Disney violated CCPA by failing to honor consumers' data opt-out requests — “Consumers shouldn't have to go to infinity and beyond to assert their privacy rights,” Rob Bonta says| Zoë Hitzig / New York Times: |
An OpenAI researcher who helped shape how models were built and priced says she quit after two years due to “deep reservations” about ads and OpenAI's strategy — This week, OpenAI started testing ads on ChatGPT. I also resigned from the company after spending two years …
More: Ars Technica, Information Age, Moneycontrol, Gizmodo, CNN, SiliconANGLE, Inc, The Decoder, The Verge, and Search Engine Land
X: @s_oheigeartaigh, @kevinbankston, @jason, @tszzl, @jjacky, @byrdinator, @hadas_gold, @zeffmax, @thesampadilla, @haydenfield, @hopes_revenge, @aisafetymemes, @camrobjones, and @zhitzig. LinkedIn: Mark Ross
Bluesky: @tyleraking.com, @janerosenzweig, and @justinhendrix
Forums: r/Futurism, r/ChatGPT, r/technology, r/artificial, r/OpenAI, and Ars OpenForum
| Casey Newton / Platformer: |
More: TechCrunch, Business Today, The Prompt, Breitbart, The Verge, Baller Alert, and Wall Street Journal
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