Techmeme
February 17, 2026, 7:35 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:
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 …
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.
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.
Michael O'Boyle / Bloomberg:
Mexico-based online used car dealer Kavak raised $300M led by a16z, the first Latin American deal for a16z's Growth fund, after raising $700M in September 2021  —  Mexico-based online used car dealer Kavak raised $300 million in an equity round led by Andreessen Horowitz, according to the startup's chief executive officer.
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

Big Technology Podcast:
Zuckerberg's Disappointment, OpenAI's Equity Gamble, Alex Karp's Rally Cry
The Big Technology Podcast takes you behind the scenes in the tech world featuring interviews with plugged-in insiders and outside agitators.
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Hard Fork:
Fable Ban Reversed + Dr. Dana Suskind on Parenting With A.I. + Prediction Market Drama
The future is already here. Each week, journalists Kevin Roose and Casey Newton explore and make sense of the latest in the rapidly changing world of tech.
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The Upstarts Podcast:
Blitzy's Brian Elliott: Cursor And Claude Code Are Looking At Your Enterprise Code 'Through A Straw'
Veteran tech reporter Alex Konrad sits down with breakout entrepreneurs taking on the status quo to shake up their fields in AI, design, nuclear energy, space, and more.
Subscribe to The Upstarts Podcast.
The Nick, Dick and Paul Show:
Re-Release: The Death of Hollywood? W/ Allan Loeb
Nick Bilton, Dick Costolo, and Paul Kedrosky pull back the curtain on AI, startups, and the future rushing toward us, all with healthy dose of irreverence.
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Tools and Weapons with Brad Smith:
Connecting the Unconnected: Doreen Bogdan-Martin
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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