Techmeme
February 17, 2026, 11:30 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:
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.
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 …
Kosaku Narioka / Wall Street Journal:
The Economic Times:
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 …
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:
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
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
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.
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

Command Line:
Azure Content Understanding: Building on lessons from a decade of Document Intelligence  —  What a decade of teaching machines to read real-world documents taught us about what LLMs can and can't do.
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Featured Podcasts

Big Technology Podcast:
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Channels with Peter Kafka:
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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.
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Sequoia Capital partners host conversations with leading AI builders and researchers to develop a deeper understanding of the evolving technologies and their implications.
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The leading destination to learn about business and investing. We do this by showcasing exceptional talent and ideas.
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Cheeky Pint:
Muse Wonder: Zuckerberg and Wang's $100B AI
Stripe cofounder John Collison interviews founders, builders, and leaders over a pint.
Subscribe to Cheeky Pint.
 

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Katrina Manson / Bloomberg: