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February 1, 2026, 8:50 PM
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| Mark Gurman / Bloomberg: |
Sources: Apple execs question if it has the ingredients to win in AI-first era, new MacBook Pros are about to launch, Apple considers clamshell foldable iPhone — Apple's blockbuster holiday quarter was impressive — but it shouldn't give cover to avoid an AI reckoning.
More: Macworld, Livemint, 9to5Mac, iClarified, Engadget, Wccftech, 9to5Mac, MacRumors, AppleInsider, The Mac Observer, MacRumors, WiFi Planet, iClarified, AppleInsider, The Mac Observer, MacRumors, 9to5Mac, Gizmodo, Digital Trends, Spyglass, Philip Elmer‑DeWitt, Digital Trends, Forbes, MacRumors, iClarified, iPhone in Canada, and 9to5Mac
X: @markgurman and @markgurman
Forums: r/apple and MacRumors Forums
| Wall Street Journal: |
Documents and sources: Abu Dhabi's Sheikh Tahnoon bin Zayed Al Nahyan backed a $500M investment for a 49% stake in WLF, four days before Trump's inauguration — $500 million investment for 49% of World Liberty came months before U.A.E. won access to tightly guarded American AI chips
More: Financial Times, The Information, Washington Post, CNBC, New York Times, CoinDesk, The Block, Raw Story, Bitcoin Insider, Sydney Morning Herald, Telegraph, CNBC, Mediaite, Cointelegraph, Bloomberg, The Parnas Perspective, Semafor, and To the Contrary
X: @kenvogel, @danpfeiffer, @rebeccaballhaus, @jefftimmer, @kengardner11, @tvietor08, @malinowski, @superwuster, @senwarren, @ninaburleigh, @sruhle, @sarahlongwell25, @jim_benemann, @michaelpfreeman, @senatorandykim, @mattyglesias, @darrigomelanie, @bakari_sellers, @mehdirhasan, @stephen_richer, @benjysarlin, @tomcolicchio, @rebeccaballhaus, @scarylawyerguy, @repyassansari, @brendannyhan, @akoz33, @janemayernyer, @dylanotes, @houseforeign, @jaynordlinger, @buncahn, @stephenwertheim, @kasparov63, @glcarlstrom, @phillipspobrien, @scott_wiener, @ronfilipkowski, @realjimchanos, @mpolymer, @radiofreetom, @j_g_allen, @mcfaul, @barbaracomstock, @kurtbardella, @davidaxelrod, @luismorenolg, @rubengallego, and @skesslr
Bluesky: @tomjoscelyn, @johncassidysays, @thesteadystate.org, @carlquintanilla, @wendysiegelman, @robertscotthorton, @nicholasgrossman, @tariqpanja, @naomioreskes, @socialmedialab.ca, @schiff.senate.gov, @anno1540, and @thetnholler. Threads: @ronaldfilipkowski
Mastodon: @wendysiegelman@mastodon …, @theofrancis@mastodon.online, and @remixtures@tldr.nettime.org
Forums: r/Intelligence, r/longform, r/law, r/IRstudies, r/ABoringDystopia, r/TrueReddit, r/allinpodofficial, and r/politics
| a16z: |
Survey of 100 companies in the Global 2000 on AI use: 78% of CIOs use OpenAI models in production vs. 44% for Anthropic, but Anthropic's gains are impressive — Results from our third annual CIO Survey — The enterprise AI battleground is heating up, and we've got some fresh data on the state of play and who's winning.| Vincent Lee / Bloomberg: |
Oracle says it plans to raise $45B to $50B in 2026 to build additional capacity for its cloud infrastructure through a combination of debt and equity sales — Oracle Corp. said Sunday it plans to raise $45 billion to $50 billion in 2026 to build additional capacity for its cloud infrastructure through … | Zijing Wu / Financial Times: |
A look at China's “genius class” system, which picks ~100K gifted teens annually for elite science-focused schooling; its alumni span ByteDance, PDD, and more — About three years ago, Stacey Tang, a manager in a pharmaceuticals company in Beijing, received a peculiar phone call.| James O'Donnell / MIT Technology Review: |
Researchers detail how AI tools for generating deepfakes proliferated on Civitai before it banned them in 2025; many tools submitted before the ban remain live — Civitai—an online marketplace for buying and selling AI-generated content, backed by the venture capital firm Andreessen Horowitz … | Bloomberg: |
SpaceX and Tesla are feeling the gravitational pull toward xAI, as Elon Musk looks to use his empire to fund xAI's ravenous appetite for cash and compute — Spiraling costs have prompted talk of a Tesla and SpaceX merger as the billionaire looks to use his empire to fund his ambitions.
More: DigiTimes, Business Insider, Blockchain.News, and Pulse 2.0
| Connie Loizos / TechCrunch: |
Inside Physical Intelligence, a startup co-founded by Stripe veteran Lachy Groom that is building general-purpose robotics foundation models and has raised $1B+ — From the street, the only indication I've found Physical Intelligence's headquarters in San Francisco is a pi symbol that's … | Reuters: |
India to exempt foreign companies from being taxed when providing equipment to their contract manufacturers in the country, a rule change Apple lobbied for — India's government on Sunday handed a major win to Apple (AAPL.O) by allowing foreign companies to provide machines …
More: The Economic Times, Business Today, Moneycontrol, and Reuters
| Jin Yu Young / New York Times: |
Indonesia lifts its ban on Grok after receiving a letter from X “outlining concrete steps” to prevent misuse; Indonesia was the first country to ban Grok — Indonesia joined Malaysia and the Philippines in reversing its restrictions, weeks after it blocked the chatbot …
More: Social Media Today, TechCrunch, Engadget, Livemint, Nairametrics, Reuters, and Bloomberg
| Jagmeet Singh / TechCrunch: |
India proposes zero taxes for foreign cloud providers through 2047 on services sold outside the country as long as they run workloads from Indian data centers — As the global race to build AI infrastructure accelerates, India has offered foreign cloud providers zero taxes through 2047 …
More: Inc42, Moneycontrol, Fortune India, Livemint, Bloomberg, The Indian Express, NDTV, and The Economic Times
| Andrew Zucker / Wall Street Journal: |
A look at iOS 26's call-screening feature: some see it as an executive assistant that filters unwanted calls and some complain it makes people hard to reach — Thanks to a new iPhone feature, everyone now has an executive assistant in their pocket to filter unwanted calls
More: Business Insider and Pixel Envy
| Matthew Gault / 404 Media: |
A researcher says an exposed Moltbook database could have let anyone take control of the site's AI agents and post anything; the database has since been secured — Moltbook is a “social media” site for AI agents that's captured the public's imagination over the last few days.
More: The Register, Ars Technica, moltbook, Marcus on AI, Financial Times, The Decoder, Implicator.ai, Cyber Security News, New York Post, Livemint, and Simon Willison's Newsletter
X: @theonejvo, @lea_kelbsch, @theonejvo, @theonejvo, @theonejvo, @theonejvo, @mattprd, and @theonejvo
LinkedIn: Rico Komenda, Jim Amos, Chris H., Andrea Tessera, and Paul McCarty
Bluesky: @andytseng, @jbakcoleman, @markriedl, @404media.co, @mjgault, and @jasonkoebler
Mastodon: @jerry@infosec.exchange, @gedankenstuecke@scholar …, @timnitGebru@dair …, and @remixtures@tldr.nettime.org
Forums: r/cybersecurity, r/anime_titties, r/OpenAI, r/singularity, and r/LocalLLaMA
| Matteo Wong / The Atlantic: |
Anthropic positions itself as the AI sector's superego, but it's caught between the pressures to be safe, fast, and rigorous while being commercially successful — These are not the words you want to hear when it comes to human extinction, but I was hearing them: “Things are moving uncomfortably fast.”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.
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.
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:
Automate your scheduling workflows with Zoho Calendar — Your calendar can do more than schedule meetings Creating a calendar event takes only a few seconds. But scheduling is rarely just about creating the event.
Automate your scheduling workflows with Zoho Calendar — Your calendar can do more than schedule meetings Creating a calendar event takes only a few seconds. But scheduling is rarely just about creating the event.
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
Big Technology Podcast:
AI Doom Backlash Arrives, Anthropic & OpenAI IPO Outlook, Frontier Business Momentum Slows
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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Channels with Peter Kafka:
AI Wants to Shop for You. What Could Go Wrong?
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.
Invest Like the Best:
Michael Moritz - Lessons From 40 Years of Investing and Writing
The leading destination to learn about business and investing. We do this by showcasing exceptional talent and ideas.
Subscribe to Invest Like the Best.
Sources:
Baseten's CEO on why every company will want to own its AI
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.
Training Data:
Box's Aaron Levie: On Reinventing Yourself in the AI Age and Enterprise Diffusion
Sequoia Capital partners host conversations with leading AI builders and researchers to develop a deeper understanding of the evolving technologies and their implications.
Subscribe to Training Data.
Uncapped with Jack Altman:
Andrew Feldman from Cerebras
Conversations with people I admire about things I'm genuinely interested in.
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