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February 23, 2026, 1:35 PM
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memeorandum
WeSmirchTop News
| Citrini Research: |
Imagining an AI-driven “2028 Global Intelligence Crisis”: as white collar layoffs grow, the human-centric consumer economy withers and the social fabric frays — A Thought Exercise in Financial History, from the Future — Preface — What if our AI bullishness continues to be right …
More: Bloomberg, Fortune, Benzinga, TechCrunch, LinkedIn, Business Insider, Wall Street Journal, Implicator.ai, Cointelegraph, The Crypto Times, and MarketWatch
X: @conorsen, @citrini7, @gavinsbaker, @teortaxestex, @johnloeber, @citrini7, @mweinbach, @mweinbach, @michaeljburry, @geiger_capital, @citrini7, @can, @hackteck, @stevehou, @jackclarksf, @emollick, @itzsuds, @realestaterahul, @loopify, @cryptoklotz, @teortaxestex, @tszzl, @chrispainteryup, @benwfreeman1, @citrini7, @goodguyguaranty, @conorsen, @borrowed_ideas, @sarthakgh, @deanwball, @andyfang, @charles0neill, @dystopiabreaker, @cryptocyberia, @fabknowledge, @gergelyorosz, @deanwball, @rhyssullivan, @jigarshahdc, @trungtphan, @jon_stokes, @midnight_captl, @econberger, @danhockenmaier, @stevenglinert, @indian_bronson, @eric_seufert, @tysonbrody, @arindube, @godsburnt, @gergelyorosz, @dvasishtha, @tmtlongshort, @illscience, @citrini7, @cryptoklotz, @sammykoppelman, @gergelyorosz, @citrini7, @buccocapital, @splitcapital, @hedgedirty, @ericbalchunas, @skooookum, @thestalwart, @jamesborow, @___4o____, @jesse_livermore, @discoplomacy, @stevehou, and @danhockenmaier. LinkedIn: Viraj Mehta
Bluesky: @sky.skymarchini.net, @carlquintanilla, @dmnd.me, @akshatrathi, @cameron.stream, @bill-of-lefts, and @econberger
Forums: Hacker News, r/BetterOffline, r/singularity, r/neoliberal, and r/slatestarcodex
| Jack Pitcher / Wall Street Journal: |
Software stocks extend their weeks-long selloff, with AppLovin, Datadog, Workday down 7%+; several of the biggest decliners were discussed in a post by Citrini — The weeks-long selloff in software stocks deepened Monday amid general unease about the threat posed by AI.
More: Financial Times, Barron's Online, Business Insider, and Sherwood News
X: @mikeisaac, @jon_stokes, @jasonlk, @schuldensuehner, @natewitkin, @goodalexander, @conorsen, @ljkawa, @apralky, @dalibali2, @stocksavvyshay, @skooookum, and @blondesnmoney. Bluesky: @ljkawa
| Bloomberg: |
Sources: PayPal is attracting takeover interest from potential buyers after its stock fell ~46% over the last 12 months, giving PayPal a market value of ~$38.4B — PayPal Holdings Inc., the digital payments pioneer, is attracting takeover interest from potential buyers after a stock slide wiped … | Anissa Gardizy / The Information: |
How OpenAI scrambled for compute as Stargate stalled amid clashes with SoftBank; sources say OpenAI building its own data centers is not its near-term priority — When President Donald Trump announced the $500 billion Stargate AI data center project in January 2025, the three companies charged …
More: The Information, Tom's Hardware, Motley Fool, Sherwood News, Times of India, The Decoder, and DigiTimes
| Axios: |
Sources: US Defense Secretary Pete Hegseth summons Dario Amodei to the Pentagon on Tuesday morning for what is likely to be a tense meeting over Claude usage — Defense Secretary Pete Hegseth has summoned Anthropic CEO Dario Amodei to the Pentagon on Tuesday morning for what sources …
More: TechCrunch, Mercury News, The Hill, CNBC, Bloomberg Law, Fox News, The Asia Business Daily, Türkiye Today, and Reuters
X: @jengriffinfnc, @andrewcurran_, @jmbollenbacher, @annmarie, @jxnlco, and @daniellefong. Bluesky: @carnage4life. Forums: r/neoliberal
| Wall Street Journal: |
Anthropic says DeepSeek, MiniMax, and Moonshot violated its ToS by prompting Claude a combined 16M+ times and using distillation to train their own products — The allegations mirror those of OpenAI, which told House lawmakers that DeepSeek used ‘distillation’ to improve models
More: Reuters, Bloomberg, and Anthropic
X: @firstadopter, @firstadopter, @sigkitten, @timfduffy, @timfduffy, @timfduffy, @abcampbell, @alexpalcuie, @tensor_rotator, @anthropicai, @anthropicai, and @anthropicai. Bluesky: @mclean
| Ashley Capoot / CNBC: |
OpenAI launches Frontier Alliances, entering into multiyear deals with Accenture, BCG, Capgemini, and McKinsey to help deploy its enterprise platform Frontier — OpenAI on Monday announced it is entering into multiyear partnerships with four consulting firms that will help the company deploy its enterprise platform called Frontier.
More: OpenAI, TechCrunch, PYMNTS.com, Computerworld, The Information, Beyond Search, Fortune, The Next Web, The Decoder, and The Stack
X: @jasonlk and @bradlightcap
LinkedIn: Richard King and Denise Holland Dresser
| David Streitfeld / New York Times: |
In recent interviews, Sam Altman said AI's adoption faces more resistance than he expected, while Jensen Huang warned the “doomer narrative” may be winning — Tech leaders are beginning to worry about the public's underwhelming enthusiasm for their plans to remake the world with artificial intelligence.
More: PR Daily, NextBigWhat, and TechCrunch
X: @kenroth, @martahari, @christinayiotis, and @patriciagbarnes
LinkedIn: Bridget Fahrland and Daron Yondem
Bluesky: @karlbode.com, @mims, @misterjayem, @brianralexander, @anthonyha, @roopikarisam, @carljanderson, @prietschka, @rosemarymosco.com, @metacurity.com, @fatraccoon, @jfarkas, and @seanokane
Forums: Hacker News and Slashdot
| Marcus Schuler / Implicator.ai: |
Google Antigravity users say their paid Google AI accounts were banned after linking Gemini models via OpenClaw; Peter Steinberger says he may “remove support” — Google has restricted accounts of AI Ultra subscribers who accessed Gemini models through OpenClaw, a third-party OAuth client … | Yazhou Sun / Bloomberg: |
Finnish quantum computing company IQM plans to go public via a SPAC merger with New Jersey-based Real Asset Acquisition in a deal set to value it at $1.8B — IQM Quantum Computers will go public through a merger with a blank-check vehicle in a deal expected to value the Finnish quantum computing firm …
More: TechCrunch, DatacenterDynamics, CNBC, Reuters, Tech.eu, Sifted, and Resilience Media
| Shira Ovide / Washington Post: |
Economists at Goldman Sachs and JPMorgan report the AI boom contributed “basically zero” to US economic growth in 2025, challenging claims of up to 92% growth — Massive investment in AI contributed “basically zero” to U.S. economic growth last year, Goldman Sachs has calculated.
More: Gizmodo and Marcus on AI
| Tom Warren / The Verge: |
Sources: Microsoft was forced to announce Xbox leadership changes early on Friday because the news had begun to leak to IGN, causing a day of internal chaos — Microsoft has a new gaming CEO who wants to bring Xbox back from the brink. … Xbox fans had been anticipating the retirement …
More: Forbes, Thurrott, HotHardware, TheGamer, Mashable, Pure Xbox, DayOne, GamingBolt, PocketGamer.biz, Gameranx, PlayStation LifeStyle, and Video Games Chronicle
Forums: r/consoles, r/TwoBestFriendsPlay, r/gaming, r/LinusTechTips, r/kindafunny, and r/xbox
| Financial Times: |
Sources: Trump's “Board of Peace” is exploring a USD-pegged stablecoin for Gaza; a source says it will not be a “Gaza Coin” or a new Palestinian currency — Proposal to launch cryptocurrency pegged to US dollar comes after cash supply was decimated during Israeli offensive
More: The Block, Benzinga, CoinGape, BeInCrypto, and Crypto Briefing
| Cheyenne MacDonald / Engadget: |
Samsung plans to add Perplexity to Galaxy AI on the upcoming S26 series; users can launch the Perplexity agent by saying “Hey Plex” or with a physical button — The wakeup phrase will be, ‘Hey Plex.’ — Samsung's next flagship devices will offer Perplexity as part of an expansion …
More: Samsung Newsroom, iPhone in Canada, T3, The Verge, The Shortcut, PhoneArena, PCMag, Help Net Security, SammyGuru, Digital Trends, Ubergizmo, Phandroid, WinBuzzer, Business Standard, Business Today, Android Police, Telecompaper, Inoreader, Thurrott, 9to5Google, Android Headlines, Android Central, and Moneycontrol
| Yang Jie / Wall Street Journal: |
Sources: Dell, Lenovo, and other PC makers are working with Nvidia on laptops that use the Arm-based Nvidia-MediaTek SoC, which could launch in H1 2026 — AI leader and its partners hope to make PCs lighter and thinner while keeping long battery life — Nvidia chips for laptop computers …
More: Thurrott, The Information, PCWorld, eWeek, Spyglass, Digital Trends, and Wccftech. X: @samirkhazaka
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X: @pirat_nation, @pirat_nation, @pigeongogaming, @kotaku, @ninjago9101, and @stephentotilo. Bluesky: @stephentotilo