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February 17, 2026, 3:20 PM
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| Mark Gurman / Bloomberg: |
Sources: Apple ramps up work on AI wearables with cameras and Siri, including smart glasses, AirPods, and a pendant that can be worn as a necklace or pinned — Apple Inc. is accelerating development of three new wearable devices as part of a shift toward artificial intelligence-powered hardware …
More: TechCrunch, The Verge, AppleInsider, 9to5Mac, MacRumors, The Mac Observer, Economic news, Mashable, iPhone in Canada, iClarified, Digital Trends, and MacDailyNews
X: @andrea_fanelli, @brandonbutch, @marcportermagee, @sawyermerritt, @vadimyuryev, @aaronp613, and @markgurman. Bluesky: @wavesblog. Mastodon: @zackwhittaker@mastodon.social
Forums: r/apple and MacRumors Forums
| Anthropic: |
Anthropic launches Claude Sonnet 4.6 with improvements in coding, consistency, and more, for Free and Pro users; it features a 1M token context window in beta — Claude Sonnet 4.6 is our most capable Sonnet model yet. It's a full upgrade of the model's skills across coding, computer use …
More: 9to5Mac, Benzinga, CNET, CNBC, ZDNET, SiliconANGLE, ITPro, TechCrunch, VentureBeat, Bloomberg, Constellation Research, Tom's Guide, Axios, and Crypto Briefing
X: @clairevo, @levie, @zck, @bcherny, @daniellefong, @dejavucoder, @scaling01, @trungtphan, @alexalbert__, @scaling01, @github, @alexfinn, @isidoremiller, @awscloud, @benbajarin, @davidondrej1, @birdyword, @llmjunky, @inductionheads, @daniel_mac8, @felixrieseberg, @chongdashu, @artificialanlys, @artificialanlys, @artificialanlys, @zapier, @sleepinyourhat, @juanpa, @lexnlin, @felixrieseberg, @therundownai, @gregkamradt, @scaling01, @alexpalcuie, @jkeatn, @cnbc, @alexalbert__, @kimmonismus, @wadefoster, @box, @chatgpt21, @thezachmueller, @arcprize, @kimmonismus, @andonlabs, @andonlabs, @scaling01, @aibattle_, @openrouter, @adocomplete, @scaling01, @danshipper, @scaling01, @willccbb, @iruletheworldmo, @danshipper, @sean_t_strong, @alexalbert__, @claudeai, @claudeai, @claudeai, @andrewcurran_, @claudeai, @claudeai, and @lentils80
LinkedIn: Thomas Li, Artificial Analysis, Cal Rueb, and Claude
Bluesky: @timkellogg.me, @mergesort.me, and @pekka
Forums: Hacker News, r/singularity, and r/ClaudeAI
| Nathan Bomey / Axios: |
CFTC Chair Mike Selig says the commission will file friend-of-the-court briefs to defend its exclusive jurisdiction over prediction markets amid state lawsuits — The Commodity Futures Trading Commission is launching a legal campaign to defend its regulatory turf on prediction markets …
More: Wall Street Journal, Washington Examiner, NBC News, CoinDesk, The Hill, Cointelegraph, Semafor, Coinpedia Fintech News, Decrypt, CNBC, Yahoo Finance, New York Sun, Event Horizon, CoinGape, The Crypto Times, and New York Magazine
X: @chairmanselig, @mattyglesias, @knibbs, @dhtoomey, @nancyscola, @jbsdc, @declanharty, @knibbs, @zackrosenblatt_, @govcox, @adamscochran, @jesswelman, @demandprogress, @moreperfectus, @joonlee, @katienotopoulos, @brian_armstrong, @rvangrack, @shanegoldmacher, @faryarshirzad, @kylascan, @coffeebreak_yt, @mattzeitlin, @iampaulgrewal, @knibbs, @chairmanselig, @tysonbrody, @alexh_johnson, @coffeebreak_yt, @jerlevine, @hshaban, @chairmanselig, @dedsec, @danprimack, @dannunezcohen, @hshaban, @chairmanselig, @predictaction, @benhorney, and @steveruddock
| Assaf Gilead / Globes: |
Palo Alto Networks agrees to acquire Israeli endpoint security company Koi Security, sources say for ~$400M; Koi raised $48M across two rounds, per PitchBook — Koi has developed a software engine that uses large language models and AI agents to detect malware and vulnerabilities in applications.
More: Palo Alto Networks, Benzinga, CyberScoop, The Information, CTech, Help Net Security, Constellation Research, and CRN. LinkedIn: Mickey Haslavsky
| Sarah Perez / TechCrunch: |
Automattic adds an AI assistant to WordPress.com, enabling users to perform site-wide layout and style modifications via natural language commands — WordPress.com, the website hosting platform from Automattic, will now include a built-in WordPress AI assistant, the company announced on Tuesday.| Reshmi Basu / Bloomberg: |
Some private software companies including McAfee released earnings early to reassure investors worried about an AI-linked selloff, dubbed the “SaaSpocalypse” — A handful of software firms including McAfee have released their earnings ahead of schedule in a bid to convince lenders … | 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.
More: Financial Times, Chris Roth, Stratechery, and Bloomberg
X: @john_a_held, @tedmerz, @chrisdrit, @mattturck, @buccocapital, @nicbstme, @bucknsf, @madaboutmarkets, @morganlinton, @getpy, @patrick_oshag, @alokanyc, @varun_mathur, @bwarburg, @ankrgyl, and @andyhelbig. Forums: Hacker News
| Robbie Whelan / Wall Street Journal: |
Micron, which has undertaken a $200B US expansion, says it can currently meet about 50% to 66% of demand for some key customers, as AI drives memory chip demand — For decades, memory chips were low-margin commodity products. Now the industry can't make enough to satisfy data centers' hunger.
More: Tom's Hardware, Tech Funding News, Motley Fool, and Bloomberg
| Jay Peters / The Verge: |
| 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 … | 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.
More: European Commission, Associated Press, Deutsche Welle, RTÉ, Fast Company, Wall Street Journal, UPI, Inc.com, The Verge, Al Jazeera, Reuters, The Guardian, Irish Independent, Engadget, Financial Times, Economic news, Politico, The Independent, Agence France-Presse, Courthouse News Service, and Silicon Republic
| Ivan Mehta / TechCrunch: |
Snapchat launches creator subscriptions in alpha, available to some creators in the US starting February 23; creators set custom monthly pricing — Social network Snapchat announced today it's launching creator subscriptions in alpha with select people in the U.S. starting on February 23.
More: Snap Newsroom, PCMag, Fast Company, MediaPost, iPhone in Canada, Engadget, and CNBC
| Ivan Mehta / TechCrunch: |
Cohere releases Tiny Aya, a family of 3.35B-parameter open-weight models supporting 70+ languages for offline use, trained on a single cluster of 64 H100 GPUs — Enterprise AI company Cohere launched a new family of multilingual models on the sidelines of the ongoing India AI Summit.| 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 …
More: Reuters, The Guardian, New York Times, Ukrainian National News, Wall Street Journal, Politico, Newser, Blockonomi, Al Jazeera, Reuters, and Euractiv. X: @sanchezcastejon
| Deirdre Bosa / CNBC: |
Figma and Anthropic partner to launch Code to Canvas, letting users import code generated in Claude Code directly into Figma as editable designs — Figma is partnering with Anthropic and launching a feature called “Code to Canvas” that converts code generated in artificial intelligence tools … | Hannah Murphy / Financial Times: |
Ireland's DPC launches a “large-scale inquiry” into X over Grok's creation and publication of “potentially harmful” sexualized images, the latest European probe — ‘Large-scale’ inquiry is latest sign of how regulators are scrutinising the group's Grok chatbot
More: Data Protection Commission, Silicon Republic, Wall Street Journal, Reuters, DeviceSecurity.io, RTÉ, Mercury News, International Business Times, TechRadar, The Cyber Express, Engadget, TheJournal.ie, 9to5Mac, BleepingComputer, Blockonomi, CNN, Raw Story, Benzinga, Decrypt, Washington Examiner, Associated Press, The Irish Times, and ITV News
| Megan Morrone / Axios: |
Over 100 researchers from Johns Hopkins, Oxford, and more call for guardrails on some infectious disease datasets that could enable AI to design deadly viruses — - The White House's Genesis Mission — announced in late 2025 — aims to build AI systems trained on massive scientific datasets to speed research breakthroughs.| Leo Schwartz / Fortune: |
Crypto VC firm Dragonfly closes a $650M fund, its fourth, as the crypto VCs go through a “mass extinction event”; Dragonfly backed Polymarket's Series B — When Rob Hadick signed the paperwork to join Dragonfly Capital in April 2022, he rented a house in the Hamptons.
More: Cointelegraph, Blockonomi, Ventureburn, The Block, and Coinpedia Fintech News. LinkedIn: Annica Benning
| Sam Tobin / Reuters: |
Qualcomm says UK consumer association Which? is withdrawing its chip royalties lawsuit that sought £480M for 29M iPhone and Samsung users, after a CAT trial — Chipmaker Qualcomm (QCOM.O) said on Tuesday a London lawsuit alleging it had abused its dominant position to force Apple …
More: AppleInsider, MacRumors, The Mac Observer, Economic news, and Brick Court Chambers
| Edward Ludlow / Bloomberg: |
Mesh, founded by ex-SpaceX staff to mass produce optical transceivers that convert optical signals to electrical signals, raised a $50M Series A led by Thrive — Mesh Optical Technologies, a startup working on hardware used to move data at high speeds within data centers … | Caroline Hyde / Bloomberg: |
Josh Kushner's Thrive raised $10B+ for its tenth and largest fund, lifting its AUM to ~$50B; sources: it distributed 64% of capital raised during the 2021 peak — The backer of OpenAI, Stripe, SpaceX and Skims says it's taking “ride-or-die” approach to investing.
More: TechCrunch, PitchBook, Thrive, The Information, and Benzinga
X: @joshuakushner, @sajithw, @jacksondahl, @jlopas, @nchirls, @pitdesi, @matthdejonge, @matthuang, @harrystebbings, @danprimack, @romainhuet, @signulll, @andrei_serban, @willmanidis, @taylorcsargent, @ivanhzhao, @ciaomack, and @kellylsims
LinkedIn: Erin, Jed Feldman, Nworah Ayogu, Kareem Zaki, Ashwin Budhiraja, Phylicia Wilkov, Kelly Sims, and Matthew de Jonge
| Abner Li / 9to5Google: |
Google's Android XR design docs and developer tools hint at the XR glasses' details, including mandatory physical buttons and “Glimmer” UI design language — Android XR glasses are coming in 2026. Here's what you can expect from the user interface and experience.
More: iPhone in Canada, Livemint, SamMobile, Android Headlines, and Android Authority
| David Keohane / Financial Times: |
UK activist investor Palliser says Toto, Japan's largest toilet maker, is an “undervalued and overlooked” AI play due to its “advanced ceramics” used in chips — Toto should make more of its sideline in the chip supply chain, Palliser urges
More: The Register, Tom's Hardware, and Bloomberg
| Bloomberg: |
Palantir moves its HQ from Denver to Miami, as the city's leadership aims to turn it into the next Silicon Valley, with backing of billionaires like Ken Griffin — Palantir Technologies Inc. said it's moved its headquarters to Miami from Denver at a time when tech firms are headed …
More: Denver Post, Bloomberg Law, CNBC, Business Insider, New York Post, Mercury News, South Florida Business Journal, The Post Millennial, Yahoo Finance, Inc.com, Refresh Miami, Axios, and The Floridian
X: @palantirtech, @palumnivc, @josephrrusso, @mgsiegler, @patriciawexler, @j_fishback, @agupta, @francissuarez, and @w1lsonalers. Bluesky: @mgsiegler.com
| Abner Li / 9to5Google: |
Google schedules I/O 2026 for May 19 to 20 in Mountain View, teasing the “latest AI breakthroughs and updates” in Gemini, Android, and more — Following the puzzle this morning, Google has announced that I/O 2026 is taking place May 19-20. — I/O 2026 will feature … | Anna Heim / TechCrunch: |
Mistral buys Paris-based Koyeb, which simplifies AI app deployment at scale and manages AI infrastructure, in its first acquisition; Koyeb raised $8.6M to date — Mistral AI, the French company last valued at $13.8 billion, has made its first acquisition. The OpenAI competitor has agreed … | Melissa Heikkilä / Financial Times: |
Top AI researchers argue that AI is now more useful for mathematics thanks to the latest “reasoning” models, as math becomes a key way to test AI progress — OpenAI, Google DeepMind and Anthropic seek to use advanced maths to show how capable AI models really are
Bluesky: @cyrilpedia
| Lucas Shaw / Bloomberg: |
Night Media, a talent agency that represents influencers like Twitch streamer Kai Cenat, raised $70M led by StepStone to expand into gaming, sports, and music — Night Media Inc., the talent management firm that represents social media celebrities such as popular Twitch streamer Kai Cenat … | 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) … | Chris Metinko / Axios: |
Braintrust, which helps companies evaluate and monitor their AI tools' performance, raised an $80M Series B led by Iconiq at an $800M post-money valuation — Braintrust, a startup building AI observability and evaluation tools, raised an $80 million Series B led by Iconiq … 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.
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.
Equals:
Stop vibe coding analytics — Equals AI turns questions about your business into auditable spreadsheet models and dashboards. Build once, iterate for years.
Stop vibe coding analytics — Equals AI turns questions about your business into auditable spreadsheet models and dashboards. Build once, iterate for years.
Zoho:
From MCP to billing: Updates that accelerate hiring — TL;DRConnect your favorite AI tools to Zoho Recruit with Zoho Recruit MCP.Catch up on conversations faster with Zia email summaries.Review candidate context instantly …
From MCP to billing: Updates that accelerate hiring — TL;DRConnect your favorite AI tools to Zoho Recruit with Zoho Recruit MCP.Catch up on conversations faster with Zia email summaries.Review candidate context instantly …
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.
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
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Channels with Peter Kafka:
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