Techmeme
February 17, 2026, 7:20 AM

Top News

Hannah Murphy / Financial Times:
The Economic Times:
Sources: top VC firms in India like Khosla and Accel are set to commit investments from $300M to $500M each to India's AI ecosystem at the AI Impact Summit  —  Top venture capital firms in India are set to invest $300-500 million each into the country's AI ecosystem, covering infrastructure …
Urvi Dugar / Reuters:
Kosaku Narioka / Wall Street Journal:
Tripti Lahiri / Wall Street Journal:
Chance Miller / 9to5Mac:
Apple debuts iOS 26.4 beta 1 for developers, adding limited support for encrypted RCS messages, enhancements to Apple Music, and a Smart List for Reminders  —  iOS 26.4 beta 1 is now available in beta for developers.  The update includes a ton of new features and changes for iPhone users.
Todd Spangler / Variety:
Manus:
Manus launches Manus Agents, allowing users to access Manus directly inside messaging apps, starting with Telegram and coming soon to other platforms  —  Today, we're introducing Manus Agents — a new way to access and use Manus directly inside your messaging apps.  Telegram is the first supported channel.
Jay Peters / The Verge:
Valve says the Steam Deck OLED may be “intermittently” out of stock due to memory and storage shortages; it has been out of stock in the US for a few days  —  The PC gaming handheld has been out of stock in the US for a few days. … Valve has updated the Steam Deck OLED website …
Nicolas Bustamante / @nicbstme:
How LLMs are dismantling the moats that made vertical SaaS defensible, and why the market selloff is structurally justified but temporally exaggerated  —  In the past few weeks, nearly $1 trillion was wiped from software and services stocks.  FactSet dropped from a $20B peak to under $8B.
Katrina Manson / Bloomberg:
Sources: SpaceX and xAI are competing in a $100M DoD contest to make voice-controlled, autonomous drone swarms; OpenAI is helping Applied Intuition's submission  —  Elon Musk's SpaceX and wholly owned subsidiary xAI are competing in a secretive new Pentagon contest to produce voice-controlled …
Axios:
Samuel Stolton / Bloomberg:
The European Commission opens a full DSA investigation into Shein over sales of child-like sex dolls that “could constitute child sexual abuse material”  —  Shein risks hefty European Union penalties after regulators opened a full-scale probe into sales of child-like sex dolls on the Chinese e-commerce platform.
Caroline Hyde / Bloomberg:
Josh Kushner's Thrive raised $10B, its 10th fund and the firm's largest ever; sources say Thrive distributed just 64% of all capital raised during the 2021 peak  —  The backer of OpenAI, Stripe, SpaceX and Skims says it's taking “ride-or-die” approach to investing.

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Featured Podcasts

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OpenAI buys TBPN, SpaceX's $2 Trillion IPO?, Iran Disables Amazon Infrastructure
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Lenny's Podcast:
An AI state of the union: We've passed the inflection point, dark factories are coming, and automation timelines | Simon Willison
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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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Hartley Charlton / MacRumors:
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