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February 4, 2026, 4:25 PM
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memeorandum
WeSmirchTop News
| Alphabet: |
Alphabet reports Q4 revenue up 18% YoY to $113.8B, Google Cloud revenue up 48% to $17.7B, Google Services revenue up 14% to $95.9B, net income up 30% to $34.46B — MOUNTAIN VIEW, Calif. - February 4, 2026 - Alphabet Inc. (NASDAQ: GOOG, GOOGL) today announced financial results for the quarter ended December 31, 2025.
More: 9to5Google and CNBC
X: @munster_gene, @samsheffer, @rustybrick, @bushwoodcap, and @sundarpichai
| 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, The Register, CNET, Quartz, Engadget, The Deep View, San Francisco Chronicle, Crypto Briefing, MediaPost, Search Engine Land, The Decoder, iPhone in Canada, Limited Edition Jonathan, CNBC, Business Today, Sherwood News, The Drum, Associated Press, Cautious Optimism, Axios, The Hans India, and Livemint
X: @loudmouthjulia, @loudmouthjulia, @loudmouthjulia, @varunram, @dimitrispapail, @gabriel1, @dseetharaman, @tszzl, @presidentlin, @packym, @luke_metro, @miles_brundage, @zephyr_z9, @sashadem, @andrewcurran_, @mjreard, @highyieldharry, @cryps1s, @iodave, @bdsams, @morqon, @jasminecoded_, @adamghaida, @chowdhuryneil, @claudeai, @madalinabalazs, @andymasley, @sammcallister, @tekbog, @kimmonismus, @dwr, @netcapgirl, @protagorasto, @dejavucoder, @can, @dylanmcd8, @parkerortolani, @kylebrussell, @jerrycap, and @8teapi. LinkedIn: Gabriel Nicholas
Bluesky: @peark.es, @harri, and @emilprotalinski
Forums: Hacker News, 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
More: YouTube, Anthropic on YouTube, Business Insider, PCMag, MediaPost, Sports Business Journal, Neowin, New York Post, Anthropic on YouTube, Semafor, Business Insider, Ad Age, Syracuse Post-Standard, The Verge, Adweek, The Mac Observer, Anthropic on YouTube, Destructoid, ABC News, Creative Salon, 9to5Mac, Mashable, USA Today, Inc.com, and Thurrott
X: @claudeai, @signulll, @boazbaraktcs, @lachlan, @pitdesi, @tomwarren, @zeffmax, and @kate_rouch
Forums: r/ClaudeAI and r/singularity
| Sam Altman / @sama: |
Sam Altman says Anthropic's Super Bowl ads are funny but “dishonest”, and Anthropic serves a “product to rich people” while OpenAI is “committed to free access” — First, the good part of the Anthropic ads: they are funny, and I laughed. But I wonder why Anthropic would go for something so clearly dishonest. Our most important principle for ads says that we won't do exactly this; we would obviously never run ads in the way Anthropic
More: The Verge, Financial Times, Android Headlines, and Mashable
| 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 …
More: Uber, PYMNTS.com, Proactive, US consumer Feed, CFO Dive, Financial Times, and Reuters
X: @_balaji_km and @thetranscript_
| Natalie Lung / Bloomberg: |
More: Dow Jones Newswires, Business Insider, Yahoo Finance, Blockonomi, Sherwood News, Silicon Republic, and The Autopian. Forums: r/SelfDrivingCars
| Ram Iyer / TechCrunch: |
| Abner Li / 9to5Google: |
Google teases the Pixel 10a in a new 15-second video, revealing a completely flat dual-camera system on the back, and says preorders begin on February 18 — Google this morning officially announced the Pixel 10a via a video teaser emphasizing the updated design.| 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.| 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 customers
More: Bloomberg, PYMNTS.com, Observer, MobiHealthNews, Blockchain.News, Tech Funding News, Lightspeed Venture Partners, Tech.eu, Reuters, TechCrunch, and Sifted
X: @matiii, @peterkyle, @lightspeedvp, @kirbyman01, @dee_naliaks, @andrew__reed, @elevenlabsio, @n__deborah, @elevenlabsio, @alexisohanian, @elevenlabsio, @matt_elevenlabs, @aftahi_ai, @thechangj, @carles_reina, @elevenlabsio, @lukeharries, and @elevenlabsio
LinkedIn: David Lu and Kate Clark
| Tom Warren / The Verge: |
Microsoft integrates Claude and Codex AI coding agents directly into GitHub, GitHub Mobile, and Visual Studio Code, for Copilot Pro Plus and Enterprise users — Microsoft-owned GitHub continues to embrace OpenAI and Anthropic AI advances. … GitHub is making Claude by Anthropic …
More: The New Stack, The GitHub Blog, The GitHub Blog, and The GitHub Blog
Bluesky: @marypcbuk and @tomwarren.co.uk
| 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: Fierce Sensors, Proactive, Austin American-Statesman, Texas Instruments, Dallas Business Journal, Austin Business Journal, Techstrong IT, Reuters, eWeek, Dallas Morning News, The Stack, Barron's Online, Investor's Business Daily, DatacenterDynamics, Axios, Motley Fool, Wall Street Journal, Pulse 2.0, and Hackster
| Jordan Novet / CNBC: |
Microsoft says cybersecurity head Charlie Bell will move into a position focused on engineering quality; Hayete Gallot will return from Google to run security — Microsoft said Wednesday that top security leader Charlie Bell will take on a new role and that Hayete Gallot will return …
More: Microsoft, Bloomberg, CRN, The Information, GeekWire, Thurrott, The Verge, and Business Insider
| 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, The Record, Security Affairs, Coinspeaker, Cryptonews, BleepingComputer, The Block, and Decrypt. X: @sdnynews
| 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.| 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: Reuters, NewsBTC, Yahoo Finance, Bitcoin Insider, Decrypt, The Block, Cointelegraph, The Crypto Times, crypto.news, and Crypto Briefing. Bluesky: @staffordphilip
| 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.| 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 … | 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 …
More: VentureBeat, Mistral AI, and Wired
| Rebecca Torrence / Bloomberg: |
Resolve AI, which offers AI agents to monitor source code, databases, and infrastructure to address outages, raised $125M led by Lightspeed at a $1B valuation — Resolve AI, a startup building AI agents to find and fix problems in live software systems, just hit a $1 billion valuation in a new funding round.
More: Resolve AI and FinSMEs
| 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 … | Michael J. de la Merced / New York Times: |
Bedrock, which aims to automate heavy construction equipment like excavators, raised $270M led by CapitalG and the Valor Atreides AI Fund at a $1.75B valuation — The year-old company, founded by veterans of the autonomous vehicle business Waymo, is seeking to automate excavators and other building equipment.| 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.| 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: Security Boulevard, Rest of World, and Implicator.ai
| Coco Liu / Bloomberg: |
Lunar Energy, which develops software that syncs batteries across homes into “virtual power plants” and began deploying its own batteries in 2025, raised $232M — Lunar Energy wants to expand its home storage business at a time when the grid is increasingly under strain.| 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: GamesIndustry.biz, Polygon.com, The Guardian, Gamereactor UK, Gameranx, 80 Level, and Screen Rant
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
| 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.
More: TheGamer, Dexerto, Kotaku, KitGuru, Rock, Paper, Shotgun, Gameranx, VideoCardz.com, Gamereactor UK, PC Gamer, and GamesIndustry.biz
| Jyoti Mann / The Information: |
Internal memos: Meta said Avocado is its “most capable pre-trained base model” and achieves 10x compute efficiency “wins” on text tasks vs. Llama 4 Maverick — Meta Platforms is sounding an increasingly bullish note about the first major AI model expected to emerge from its new AI group.
X: @sgtpeppercap, @jyoti_mann1, @negligible_cap, and @jyoti_mann1
| Deborah Sophia / Reuters: |
Alphabet says it expects 2026 capex to be in the range of $175B to $185B, above estimates of about $115.26B — Alphabet (GOOGL.O) said on Wednesday it was targeting capital expenditure of $175 billion to $185 billion this year, in yet another aggressive ramp-up in spending from the Google parent … | 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, The Information, and Benzinga
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