Techmeme
February 17, 2026, 11:20 AM

Top News

Hannah Murphy / Financial Times:
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.
Jay Peters / The Verge:
Urvi Dugar / Reuters:
Indian conglomerate Adani Group announces plans to invest $100B to build renewable energy-powered AI-ready data centers across India by 2035  —  Adani Enterprises (ADEL.NS) said on Tuesday that the group will invest $100 billion to build renewable energy-powered AI-ready data centres by 2035 …
The Economic Times:
Kosaku Narioka / Wall Street Journal:
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.
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:
Macarena Munoz Montijano / Bloomberg:
Spanish PM Pedro Sanchez says he asked the country's prosecutor office to investigate X, TikTok, and Meta over the alleged “creation and dissemination” of CSAM  —  Spanish Prime Minister Pedro Sanchez said he is using special public-interest powers to ask the country's prosecutor office …
Danilo Masoni / Reuters:
Raspberry Pi stock rose as much as 42% on Tuesday in a record two-day rally, amid demand for single-board computers to run low-cost AI agents like OpenClaw  —  Shares in Raspberry Pi (RPI.L) rose as much as 42% on Tuesday in a record two-day rally after CEO Eben Upton bought stock in the beaten …
More: Telegraph and Bloomberg
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.
Olivier Acuna / CoinDesk:
Filing: Gemini says its COO, CFO, and chief legal officer are leaving; Cameron Winklevoss will take on many of the COO's duties; GEMI falls 10%+  —  What to know: … Gemini Space Station Inc. (GEMI) is parting ways with three top executives, including its chief operating officer (COO) …
More: The Block and Bloomberg
Joel Khalili / Wired:
How locals in Potters Bar, a town near London, are challenging Equinix's $5B data center plans, as the UK reclassifies “green belt” land to boost construction  —  The residents of Potters Bar are working to protect the “green belt” of farms, forests, and meadows that surround London …
More: The Tech Buzz.  X: @bardofely and @susieta32510601.  LinkedIn: Joel Khalili.  Bluesky: @jensen.technology

Sponsor Posts

Subquadratic:
Subquadratic: the LLM built for 12M-token reasoning  —  SubQ can reason across entire codebases and document sets in one pass with no RAG workarounds.  Read how SubQ 1.1 Small holds near-perfect retrieval out to 12M tokens.
Cloudflare:
Cloudflare Connect 2026: The Agentic Conference  —  Stop preparing for agents.  Start running them.  100+ sessions, workshops, and speakers from OpenAI, Arm, and Cloudflare across AI, security, and performance.
Zoho:
Beyond productivity: Why live captions belong in every meeting  —  You join a meeting, someone starts talking, and within a minute, there are names, numbers, ideas, and unfamiliar terms flying around.  You could ask them to repeat it.
IDrive:
Protecting your Cloud Applications Data  —  Backing up Office 365, Google Workspace, Dropbox & Salesforce data is critical to preventing data loss or corruption, complying with laws and avoiding critical downtime in case of a disaster.

Featured Podcasts

Sources:
Factory CEO on why AGI is already here
Candid conversations with the leaders shaping what's next in AI and the broader tech industry. Hosted by Alex Heath, who has covered Silicon Valley for more than a decade.
Subscribe to Sources.
Invest Like the Best:
Noah Shinn - Building Instinct: The Personal Agent
The leading destination to learn about business and investing. We do this by showcasing exceptional talent and ideas.
Subscribe to Invest Like the Best.
Lenny's Podcast:
The grief, loneliness, and burnout sweeping through the tech industry right now | Molly Graham
Interviews with world-class product leaders and growth experts to uncover actionable advice to help you build, launch, and grow your own product.
Subscribe to Lenny's Podcast.
Big Technology Podcast:
Meta's Muse Revival, Frontier AI Under Threat, The Rise Of Dopamine Sites
The Big Technology Podcast takes you behind the scenes in the tech world featuring interviews with plugged-in insiders and outside agitators.
Subscribe to Big Technology Podcast.
Channels with Peter Kafka:
Meta's New $1300 Glasses and the Fight to Control AI
Media and tech aren't just intersecting - they're fully intertwined. To understand how those worlds work, Peter Kafka talks to industry leaders, upstarts and observers.
Subscribe to Channels with Peter Kafka.
Great Chat:
Doomers at Dreamforce
A podcast mostly about tech. Brought to you weekly by Angela Du, Sally Shin, Mac Bohannon, Helen Min, and Ashley Mayer.
Subscribe to Great Chat.
 

About This Page

This is a Techmeme archive page. It shows how the site appeared at 11:20 AM ET, February 17, 2026.

The most current version of the site as always is available at our home page. To view an earlier snapshot click here and then modify the date indicated.

Upcoming Tech Events

More News

Earlier Picks

Latent.Space:
Katrina Manson / Bloomberg: