Techmeme
February 12, 2026, 7:30 PM

Top News

Anthropic:
Anthropic raised a $30B Series G led by GIC and Coatue and co-led by D. E. Shaw, Dragoneer, Founders Fund, Iconiq, and MGX at a $380B post-money valuation  —  We have raised $30 billion in Series G funding led by GIC and Coatue, valuing Anthropic at $380 billion post-money.
Ashley Capoot / CNBC:
David Gewirtz / ZDNET:
OpenAI launches a research preview of GPT-5.3-Codex-Spark, a smaller version of GPT-5.3-Codex that it claims generates code 15 times faster, for Pro users  —  ZDNET's key takeaways  — OpenAI targets “conversational” coding, not slow batch-style agents.  — Big latency wins: 80% faster roundtrip, 50% faster time-to-first-token.
Rachel Metz / Bloomberg:
The Keyword:
Google updates Gemini 3 Deep Think to better solve modern science, research, and engineering challenges and expands it via the Gemini API to some researchers  —  Our most specialized reasoning mode is now updated to solve modern science, research and engineering challenges.
Kevin Collier / NBC News:
Google's TIG says Gemini has been inundated by “commercially motivated” actors who are trying to clone it, including one campaign that prompted it 100K+ times  —  Google says private companies and researchers are trying to copy Gemini's capabilities by repeatedly prompting it at scale.
Joe Rossignol / MacRumors:
YouTube launches an app for the Apple Vision Pro, with standard videos, 180° and 360° videos, and YouTube Shorts; devices with the M5 chip can play 8K videos  —  Starting today, an official YouTube app is available on the Apple Vision Pro, allowing you to watch videos on a theater-sized screen …
Jo Constantz / Bloomberg:
IBM says it plans to triple entry-level hiring in the US in 2026 “for all these jobs that we're being told AI can do”  —  International Business Machines Corp. said it will triple entry-level hiring in the US in 2026, even as artificial intelligence appears to be weighing on broader demand for early-career workers.
More: TechCrunch and HR Brew
Bluesky: @marypcbukForums: Slashdot
Theo Wayt / The Information:
xAI all-hands: Nikita Bier says X hit $1B in ARR from selling $3- to $40-per-month subscriptions, but offered no details on ad revenue or other xAI financials  —  X recently hit $1 billion in annualized recurring revenue from selling subscriptions, head of product Nikita Bier said in an xAI all-hands meeting on Tuesday.
Theodore Schleifer / New York Times:
Anthropic donates $20M to Public First, a super PAC pushing for AI guardrails and transparency in opposition to OpenAI-backed PACs, ahead of the US midterms  —  Anthropic and OpenAI now have their own well-funded political groups that will square off in the midterm elections over artificial intelligence safety and regulation.
Maxwell Zeff / Wired:
An interview with OpenAI president Greg Brockman on donating $50M to AI and pro-Trump super PACs, why such donations serve a larger AI mission, and more  —  In an interview with WIRED, Greg Brockman says supporting politicians who back AI is “bigger than the people that I happen to be employed with.”
Reuters:
Russia confirms it has blocked WhatsApp, citing Meta's “unwillingness to comply with Russian law”, and proposes that Russians switch to the state-owned Max app  —  U.S. messenger app WhatsApp, owned by Meta Platforms (META.O), has been completely blocked in Russia for failing …
Financial Times:
Israeli authorities charge a reservist and a civilian for allegedly using classified information to bet on “the occurrence of military operations” on Polymarket  —  Civilian and reservist charged with security offences, bribery and obstructing justice after ‘red line’ crossed with online gambling
Eduardo Baptista / Reuters:
ByteDance's new AI video generation model Seedance 2.0 goes viral in China, with one state-backed newspaper saying it is bigger than DeepSeek's “Sputnik moment”  —  ByteDance's new video-generating artificial intelligence model has already impressed the likes of Elon Musk and gone viral in China …
MiniMax:
MiniMax releases M2.5, claiming the model delivers on the “intelligence too cheap to meter” promise, priced at $0.30/1M input tokens and $1.20/1M output tokens  —  Today we're introducing our latest model, MiniMax-M2.5.  —  Extensively trained with reinforcement learning …
Jennifer Elias / CNBC:
Apple's stock dropped 5% on Thursday, its worst day since April, following FTC scrutiny of Apple News and reports about delays with Siri  —  Apple just wrapped up its worst day on the stock market since April after reports surfaced about delays with Siri and as the company's news app faced regulatory scrutiny.
Steve Yegge:
AI tools like Claude Opus 4.6 make engineers 10x more productive and are addictive, but also drain developers' energy, causing increasingly widespread burnout  —  This was an unusually hard post to write, because it flies in the face of everything else going on.
Taylor Soper / GeekWire:
Highspot, which has raised $650M and makes AI-powered sales enablement software, plans to merge with rival Seismic; the combined company will be called Seismic  —  Seattle-based company Highspot plans to merge with Seismic in a deal that will combine two of the biggest players in sales and revenue enablement software.
Yoolim Lee / Bloomberg:
Samsung says it sent the first commercial HBM4 shipments to customers; Samsung seeks to supply Nvidia and compete with memory rivals like SK Hynix and Micron  —  Samsung Electronics Co. claimed an early lead in the race to supply advanced memory for AI accelerators like those made by Nvidia Corp. …
Jonathan Weil / Wall Street Journal:
Meta's auditor Ernst & Young raised a red flag over the financial engineering Meta used to keep its $27B Hyperion data center project off its balance sheet  —  Meta Platforms' latest annual report contained an unusual, cautionary note for investors.  —  The tech giant's auditor …
More: Wall Street Journal, The Information, and GuruFocus
X: @zerohedge and @jbulltard1LinkedIn: Deepak JhaBluesky: @jordannovet.cnbc.comThreads: @crumbler
Axios:
US DOJ antitrust chief Gail Slater says she is leaving, in a departure viewed as a victory for tech giants over some of MAGA's more populist voices  —  Gail Slater on Thursday said she is leaving the Justice Department, where she led the antitrust division.

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Featured Podcasts

Lenny's Podcast:
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The Talk Show With John Gruber:
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The director's commentary track for Daring Fireball. Long digressions on Apple, technology, design, movies, and more.
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Tools and Weapons with Brad Smith:
Ryan Roslansky: Turning AI Anxiety into Skills for the Future of Work
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.
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Chris Welch / Bloomberg:

Earlier Picks

Eugene Kim / Business Insider:
Bloomberg: