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February 4, 2026, 12:25 PM
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| Anthropic: |
Anthropic says “Claude will remain ad-free”, its users “won't see ‘sponsored’ links adjacent to” conversations, and responses won't be influenced by advertisers — There are many good places for advertising. A conversation with Claude is not one of them.
More: The Verge, Search Engine Land, MediaPost, Business Insider, Axios, Sherwood News, Cautious Optimism, CNBC, The Decoder, Business Today, Livemint, and The Hans India
X: @protagorasto, @cryps1s, @kylebrussell, @packym, @kimmonismus, @dwr, @zephyr_z9, @adamghaida, @presidentlin, @sashadem, @andrewcurran_, @bdsams, @morqon, @claudeai, @madalinabalazs, @sammcallister, @tekbog, @dejavucoder, @can, and @jerrycap
Bluesky: @peark.es and @emilprotalinski
Forums: r/ClaudeAI, r/singularity, and Slashdot
| Suzanne Vranica / Wall Street Journal: |
Anthropic plans a 30-second ad during the Super Bowl that parodies the prospect of intrusive ads in AI conversations, and will also air a 60-second pregame ad — Chatbot wars are heating up, with Anthropic's Claude highlighting the potential frustration of bringing ads into ChatGPT| Natalie Lung / Bloomberg: |
Uber says it plans to expand its robotaxi services to Hong Kong, Madrid, Houston, and Zurich in 2026; Hong Kong will be Uber's first autonomous market in Asia — Uber Technologies Inc. will expand its robotaxi services to include Hong Kong and Madrid as the ride-hailing giant pours hundreds … | Connor Hart / Wall Street Journal: |
Uber reports Q4 revenue up 20% YoY to $14.37B, Gross Bookings up 22% YoY to $54.1B, trips up 22% YoY to 3.8B, and a $296M net income, below est.; UBER falls 5%+ — Ride-hailing company's quarterly profit falls on hefty charge — Uber Technologies fourth-quarter profit fell … | Ian King / Bloomberg: |
AMD reports Q4 revenue up 34% YoY to $10.3B, Data Center revenue up 39% YoY to $5.4B, and forecasts Q1 revenue at $9.8B, below $10B projections; AMD drops 10%+ — Advanced Micro Devices Inc. suffered its worst stock decline in more than seven years after the chipmaker's sales forecast underwhelmed investors …
More: The Motley Fool, Advanced Micro Devices, IGN, TheGamer, Fortune, Morningstar, WePC, The Register, and Constellation Research
X: @danielnewmanuv, @jukan05, @tbu12345678, @mentoviax, @stocksavvyshay, @thexcapitalist, @mar364503, @thetranscript_, @thetranscript_, @contrariancurse, @stocksavvyshay, @ryanshrout, @iancutress, @iancutress, @economyapp, @theaustinlyons, @beth_kindig, @benbajarin, and @stocksavvyshay. Forums: r/hardware
| Tom Warren / The Verge: |
More: GamesBeat, Video Games Chronicle, Engadget, Tom's Hardware, The Sun, Thurrott, PCWorld, Game Developer, HotHardware, Mirror, VideoCardz.com, Dexerto, GamingBolt, Neowin, iPhone in Canada, Pure Xbox, Business Standard, Digital Trends, Digit, Gameranx, PC Gamer, Tom's Guide, TheGamer, 80 Level, Gamereactor UK, XDA Developers, Kotaku, and XboxEra
Forums: r/gaming, r/hardware, r/xbox, and r/Games
| Rebekah Valentine / IGN: |
Q&A with Stardew Valley developer Eric Barone, aka ConcernedApe, on the game turning 10, evolving as a developer, working solo, cozy game growth, and more — We spoke to the game's creator about the journey of the last 10 years, and why he keeps returning to the valley.
More: PC Gamer, Gamereactor UK, and Dexerto
| Sam Reynolds / CoinDesk: |
A US judge sentences Rui-Siang Lin, who pled guilty to operating the $105M+ dark web narcotics marketplace Incognito Market, to 30 years in US federal prison — U.S. prosecutors say the Taiwanese operator of the $105 Million Incognito Market used cryptocurrency and anonymity tools …
More: US Department of Justice, The Verge, Help Net Security, Cryptonews, BleepingComputer, The Block, Decrypt, and Coinspeaker. X: @sdnynews
| Jennifer Pattison Tuohy / The Verge: |
Amazon rolls out Alexa+ to all Prime members in the US via any Alexa-enabled device, Alexa.com, and the Alexa app, and launches a free tier for non-Prime users — Amazon's revamped AI-powered assistant is now available to everyone in the US, with new tiers that include a free option for non-Prime users.
More: About Amazon, TechCrunch, How-To Geek, Thurrott, Engadget, AppleInsider, PCMag, PCWorld, GeekWire, 9to5Mac, CNBC, Bloomberg, iClarified, Mashable, Neowin, 9to5Toys, and Tom's Guide. X: @panos_panay
| Wall Street Journal: |
Software and data stocks plunge over fears that new AI developments will supplant software; ADBE closed down 7.31%, CRM fell 6.85%, and Thomson Reuters 15.83% — From Legalzoom.com and Expedia to Ares and Apollo, shares of companies that sell or invest in software fell sharply on Tuesday
More: Chainstory, Financial Times, Bloomberg, Financial Times, New York Times, Shacknews, campaignlive.com, Reuters, Implicator.ai, Yahoo Finance, Wall Street Journal, Barron's Online, Constellation Research, Bloomberg, Bloomberg, Tech in Asia, Reuters, Financial Times, CNBC, Axios, Bloomberg, Yahoo Finance, Paul Kedrosky, Wall Street Journal, CNBC, Bloomberg, The Straits Times, Australian Financial Review, The Times, CNBC, The Irish Times, Sydney Morning Herald, ZeroHedge News, and Financial Times
X: @thestalwart, @aakashgupta, @garrytan, @erikbryn, @thetranscript_, @cashflow_cowboy, @lisaabramowicz1, @daniellefong, @lisaabramowicz1, @berman66, @lizthomasstrat, @chris_ciaccia, @thegeorgepu, @firstadopter, @jerrycap, @andreassteno, @byrnehobart, @8teapi, @stevehou, @dorialexander, @buccocapital, @quantian1, @kwharrison13, @thestalwart, @ericosiu, @saxena_puru, @hedgevision, @kimmonismus, @hedgevision, @buccocapital, @arthur0x, and @thestalwart. Forums: Hacker News
| Max Knoblauch / Sherwood News: |
Take-Two reports Q3 net bookings up 28% YoY to $1.76B, vs. $1.58B est., net revenue up 25% YoY to $1.7B, and raises its annual bookings forecast; TTWO drops ~5% — “Grand Theft Auto” and “NBA 2K” maker Take-TwoTTWO $223.50 (-4.23%) reported results for its fiscal third quarter on Tuesday.| Leo Schwartz / Fortune: |
TRM Labs, which helps law enforcement and companies track crypto and blockchains, raised a $70M Series C led by Blockchain Capital at a $1B valuation — When TRM Labs cofounders Esteban Castaño and Rahul Raina moved to San Francisco in 2018 to create a startup, their mentors told …
More: TRM Insights, Game Developer, FinSMEs, The Block, Coinspeaker, CoinDesk, NFTgators, Crypto Briefing, Cointelegraph, Coinpedia Fintech News, Bitcoinist.com, and Cryptonews. X: @can
| Chris Tapsell / Eurogamer.net: |
An interview with Epic Games Store VP Steven Allison, who says “we have a lot of things” to fix and “the launcher sucks”, on 2026 updates like social features — Steven Allison acknowledges some people will always say “F— Epic", as focus finally shifts to player experience.| Simon Sharwood / The Register: |
Tencent Cloud, DigitalOcean, and Alibaba Cloud add OpenClaw support, offering users the AI agent platform as a service; many OpenClaw users run it on a Mac mini — As analyst house Gartner declares AI tool ‘comes with unacceptable cybersecurity risk’ and urges admins to snuff it out
More: Rest of World and Implicator.ai
| Jason Schreier / Bloomberg: |
A profile of game studio Obsidian, which Microsoft acquired in 2018, as it seeks to shorten development times and cut costs after releasing three titles in 2025 — Microsoft's Obsidian Entertainment is searching for ways to make games more quickly and on smaller budgets.
More: The Guardian, GamesBeat, Polygon.com, Gamereactor UK, Gameranx, 80 Level, Screen Rant, Video Games Chronicle, and PlayStation LifeStyle
Bluesky: @jasonschreier, @jasonschreier, @knoebel, and @toadsanime.lostincult.co.uk
Forums: r/projecteternity, r/rpg_gamers, r/GroundedGame, r/avowed, r/theouterworlds, r/kindafunny, r/gaming, r/PS5, and r/xbox
| BBC: |
Pinterest fires two employees who it says “wrote custom scripts” that accessed confidential info to track which workers lost their jobs during recent layoffs — Pinterest has sacked two engineers for tracking which workers lost their jobs in a recent round of layoffs.| Sebastian Herrera / Wall Street Journal: |
Recon Analytics: Copilot's US market share as paid users' first choice fell from 18.8% in July 2025 to 11.5% in January 2026; Gemini's rose from 12.8% to 15.7% — Microsoft's Pivotal AI Product Is Running Into Big Problems After leaning on its partnership with OpenAI, Microsoft is playing catch-up in the chatbot race.| The Information: |
Sources: Amazon and OpenAI are discussing a deal that could require OpenAI to dedicate its researchers and engineers to developing customized models for Amazon — As Amazon weighs an equity investment of tens of billions of dollars in OpenAI, the companies are also discussing a commercial agreement … | Jay Peters / The Verge: |
Adobe reverses its plans to discontinue Animate after creators expressed frustration, saying it won't get new features but will remain available “indefinitely” — It won't get new features, but it will still be available. … Adobe is no longer planning to discontinue Adobe Animate on March 1st.
More: TechCrunch, PCMag, Creative Bloq, DevClass.com, Neowin, 80 Level, iPhone in Canada, and Digit
X: @culturecrave, @ivangbm, @lavenderflamess, @risefallnickbck, @mesh, @jumpnjetz, @thecomputerclan, @adobe, @mesh, @beatlejase, @freddieelsom, @thetomska, @jsheps, @mesh, @rjdoesvr, and @tristandavisart
Bluesky: @jeanedouardsix, @thetrin.blacksky.app, @blueneumann, @viridianth, and @radiodeadair.com
Forums: r/adobeanimate, Beehaw, and Slashdot
| Financial Times: |
Sources: the US Commerce Department finished reviewing Nvidia's H200 China license, but the State Department wants tougher restrictions, delaying final approval — The state department has pushed for close scrutiny before approving export licences — Michael Acton in San Francisco …
More: Asia Financial, Benzinga, The Information, and AsiaOne
| Sabrina Ortiz / The Deep View: |
Mistral debuts Voxtral Transcribe 2, a family of speech-to-text models with speaker diarization and ultra-low latency, under the Apache 2.0 open-weight license — AI assistants are going voice-first, and Mistral AI just launched its models to compete. — On Wednesday, the French AI startup … | Jill R Shah / Financial Times: |
Tether CEO Paolo Ardoino says Tether's target of raising $15B to $20B was a “misconception”; sources say Tether's advisers have floated raising as little as $5B — CEO Paolo Ardoino downplays the scale of $185bn stablecoin group's capital raise
More: Decrypt, NewsBTC, Yahoo Finance, Reuters, The Crypto Times, Bitcoin Insider, The Block, Cointelegraph, crypto.news, and Crypto Briefing. Bluesky: @staffordphilip
| Nick Turner / Bloomberg: |
Texas Instruments agrees to acquire US chip company Silicon Labs for ~$7.5B, paying $231/share in cash, closing in H1 2027; Silicon Labs has a ~$4.5B market cap — Texas Instruments Inc. has reached an agreement to buy the US chip firm Silicon Laboratories Inc. for about $7.5 billion …
More: Austin American-Statesman, Dallas Business Journal, Austin Business Journal, eWeek, Axios, Investor's Business Daily, DatacenterDynamics, Texas Instruments, Motley Fool, Wall Street Journal, The Stack, Reuters, Hackster, Dallas Morning News, Barron's Online, Yahoo Finance, Bloomberg Law, and Benzinga. Bluesky: @drsmith
| Jeff Horwitz / Reuters: |
US Senators introduce the SCAM Act, a bipartisan bill requiring social media platforms to verify advertiser identities via government-issued ID or legal docs — U.S. Senators Ruben Gallego and Bernie Moreno have introduced anti-scam legislation requiring social media platforms to vet their advertisers.| Tatiana Bautzer / Reuters: |
EnFi, which makes AI agents that analyze and make decisions on credit applications, raised a $15M Series A led by Fintop, bringing its total funding to $22.5M — Boston-based startup EnFi is raising $15 million with venture capital funds to increase deployment of artificial intelligence agents …
More: FinTech Global
| Madlin Mekelburg / Bloomberg: |
Filing: OpenAI accuses xAI of systematically destroying evidence in its antitrust case by directing employees to use autodeleting “ephemeral messaging tools” — OpenAI accused Elon Musk's artificial intelligence company of “systematic and intentional destruction” …
More: Business Insider, The Mac Observer, The Decoder, and Moneycontrol
X: @tolstoybb, @adamscochran, @sama, and @hedgeyecomm
| Ian King / Bloomberg: |
AI chipmaker Cerebras raised a ~$1B Series H led by Tiger Global at a $23B valuation, up from $8.1B in September 2025; Benchmark, Fidelity, and AMD invested too — AI chip provider Cerebras Systems Inc. has raised about $1 billion in a new funding round, bolstering the company's efforts to compete with Nvidia Corp.
More: Reuters and Channel NewsAsia
| Rebecca Bellan / TechCrunch: |
Sources: Reno-based chip startup Positron raised a $230M Series B from the QIA and others to build high-speed memory chips, taking its total funding to $300M+ — Semiconductor startup Positron has secured $230 million in Series B funding, TechCrunch has exclusively learned.
More: SiliconANGLE, FinSMEs, eWeek, Business Wire, Bloomberg, and Ventureburn
| Christina Kyriasoglou / Bloomberg: |
German chipmaker Infineon reports Q1 revenue up 7% YoY to €3.66B, vs. €3.62B est., plans to raise investments to ~€2.7B in 2026, and forecasts growing AI demand — Infineon Technologies AG said it will ramp up its investment in technology for artificial intelligence …
More: Reuters, Infineon, Capacity, Dow Jones Newswires, and Tech in Asia
| Kate Clark / Wall Street Journal: |
AI voice startup ElevenLabs raised a $500M Series D led by Sequoia at an $11B valuation, taking its total funding to nearly $800M, and reports $330M in 2025 ARR — The startup is increasingly joining with creative stars and expanding its work with business customersSponsor Posts
Command Line:
The new primitives of agentic software delivery — This goes beyond code generation. We're connecting people, AI, and feedback across the software development lifecycle.
The new primitives of agentic software delivery — This goes beyond code generation. We're connecting people, AI, and feedback across the software development lifecycle.
Will Reed:
The best sales leaders aren't job hunting. Here's how to reach them without months of cold outreach. — Our team came from Box, Square, and Brex, so we already know the GTM leaders worth meeting.
The best sales leaders aren't job hunting. Here's how to reach them without months of cold outreach. — Our team came from Box, Square, and Brex, so we already know the GTM leaders worth meeting.
Zoho:
Pro Tips: 5 ways to keep your OKR rollout on track past the three-month mark — Three months into an OKR rollout is when the cracks appear. Manual tracking stalls, CRM data and strategic goals drift apart, and missed targets catch leaders by surprise.
Pro Tips: 5 ways to keep your OKR rollout on track past the three-month mark — Three months into an OKR rollout is when the cracks appear. Manual tracking stalls, CRM data and strategic goals drift apart, and missed targets catch leaders by surprise.
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
Sources:
Tobi Lütke on the AI agent revolution and future of Shopify
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.
Big Technology Podcast:
This AI Expert Argues We're Underestimating AI's Productivity Impact — With Ethan Mollick
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.
Machine Gods:
Inside Anthropic's IPO + How AI Agents Spy on Your Messages
The official podcast of the singularity, from Casey Newton and Kevin Roose. Twice-weekly news, analysis, and interviews with the people who are building the future.
Subscribe to Machine Gods.
Channels with Peter Kafka:
You Can't Escape AI. Here's How to Live With It.
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.
Training Data:
European Defense Sovereignty Starts in the Factory: Stark's Uwe Horstmann and Johannes Schaback
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.
Cheeky Pint:
The airline CEO putting Starlink on every plane
Stripe cofounder John Collison interviews founders, builders, and leaders over a pint.
Subscribe to Cheeky Pint.
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