Techmeme
February 5, 2026, 2:00 PM

Top News

Rachel Metz / Bloomberg:
Anthropic releases Claude Opus 4.6, which it says can scrutinize company data, regulatory filings, and market info; Anthropic now has 300K+ business users  —  Anthropic is releasing a new version of its most powerful AI model that's designed to carry out financial research …
Anthropic:
Anthropic says it found Opus 4.6 “brings more focus to the most challenging parts of a task without being told to” and “thinks more deeply and more carefully”  —  We're upgrading our smartest model.  —  The new Claude Opus 4.6 improves on its predecessor's coding skills.
David Gewirtz / ZDNET:
OpenAI launches GPT-5.3-Codex, which it says runs 25% faster, enabling longer-running tasks, and “is our first model that was instrumental in creating itself”  —  ZDNET's key takeaways  — GPT-5.3-Codex helped debug and deploy parts of itself.  — Codex can be steered mid-task without losing context.
Dan Gallagher / Wall Street Journal:
Investor fears that software companies are facing an AI-driven extinction event are exaggerated, but the persistent belief has damaged their stocks for months  —  Fears that software companies are facing an extinction event are exaggerated, but other dangers are real
Steven Sinofsky / @stevesi:
Wall Street's idea that a software pure play will “vanish” into an LLM is “nonsense”: we need more software, and AI-enabled software moves up the product stack  —  Too much of what is going on is a race to get to a theoretical end state of a whole new world of business and technology.
New York Times:
DOJ files reveal Epstein's deep Silicon Valley relationships and how key insiders offered access to buzzy startups like Coinbase, long after his 2008 conviction  —  The disgraced financier regularly courted tech industry figures not just for their prestige but also for access to promising companies.
Iain Martin / Forbes:
Robert Hart / The Verge:
Muyao Shen / Bloomberg:
Bitcoin falls to ~$66K, its lowest level since President Trump's election win in November 2024 and down 44%+ from its October 2025 peak as global markets fall  —  Bitcoin slumped below $70,000, a level last seen 15 months ago, as a broad risk-off sentiment engulfed global markets.
Jeffrey A. Trachtenberg / Wall Street Journal:
Spotify partners with Bookshop.org to let Premium US and UK subscribers buy hardcover and paperback books via its app starting in spring; Spotify will get a cut  —  Streaming service is joining with Bookshop.org to appeal to readers who read in multiple formats  —  Spotify Technology is getting into the physical book business.
The Information:
Sources: Nvidia delays the release of its incremental gaming GPU upgrade, codenamed Kicker, marking the first year in three decades without a new GPU for gaming  —  Nvidia won't release a new graphics chip for gamers this year due to a deepening global shortage of memory chips …
Cheeky Pint:
Q&A with Elon Musk on launching 1TW of space GPUs, Grok and human consciousness, Optimus, xAI's business plan, China's manufacturing win, DOGE, and more  —  Timecodes  —  Transcript  —  Are there really three hours of questions?  Are you fucking serious?  —  Dwarkesh Patel
Naga Avan-Nomayo / The Block:
Gemini exits the UK, EU and Australia and cuts 25% of staff, as the crypto exchange refocuses on the US due to foreign markets proving “hard to win”  —  Quick Take  — Gemini links its latest layoffs to a push for a leaner, more automated operating model, saying increased use of AI lets it run faster with fewer staff.
Dylan Butts / CNBC:
Sony reports Q3 revenue up 1% YoY to ~$23.7B, vs. ~$23.5B est., operating profit up 22% to ~$3.3B, vs. ~$3B est., and raises FY operating profit outlook by 8%  —  Sony on Thursday reported a rise in operating profit that beat expectations, supported by favorable foreign exchange rates despite surging memory chip costs.
Alphabet:
Alphabet reports Q4 revenue up 18% YoY to $113.83B, above $111.43B est., Cloud revenue up 48% to $17.66B, vs. $16.18B est., and 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.
Lauren Forristal / TechCrunch:
Sergiu Gatlan / BleepingComputer:
Substack notifies users about a “limited” data breach in October 2025 via a now-patched flaw found on February 3; a threat actor leaked a ~697K-record database  —  Newsletter platform Substack is notifying users of a data breach after attackers stole their email addresses and phone numbers in October 2025.
Bloomberg:
TSMC plans to produce 3nm chips at its second plant in Kumamoto, Japan; sources say that is an upgrade from an original plan to produce 7nm chips by late 2027  —  Taiwan Semiconductor Manufacturing Co. plans to make advanced 3-nanometer chips in Japan, stepping up its semiconductor manufacturing roadmap …
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

Sponsor Posts

Soxton:
Fast, affordable law for startups  —  Soxton automates startup legal so founders can move faster and sleep better.  We handle incorporation, advisor, employment and commercial contracts.  Join the waitlist for early access!
Equals:
Stop vibe coding analytics  —  Equals AI turns questions about your business into auditable spreadsheet models and dashboards.  Build once, iterate for years.
Zoho:
Zoho Mail MCP: Make your inbox work for you  —  Maya is the head of operations at a 500-person B2B software company.  She's sharp, she's busy, and she starts every morning the same way-with her coffee, laptop, inbox.Not to work.
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.

Featured Podcasts

Hard Fork:
'The Daily' and 'The Opinions': How A.I. Is Changing Loneliness and Taste
The future is already here. Each week, journalists Kevin Roose and Casey Newton explore and make sense of the latest in the rapidly changing world of tech.
Subscribe to Hard Fork.
The Upstarts Podcast:
Writer's May Habib: Building AI Tools For Corporate 'Normal People' The Labs Leave Behind
Veteran tech reporter Alex Konrad sits down with breakout entrepreneurs taking on the status quo to shake up their fields in AI, design, nuclear energy, space, and more.
Subscribe to The Upstarts Podcast.
The Nick, Dick and Paul Show:
A Nick, Dick, and Paul Buffet!
Nick Bilton, Dick Costolo, and Paul Kedrosky pull back the curtain on AI, startups, and the future rushing toward us, all with healthy dose of irreverence.
Subscribe to The Nick, Dick and Paul Show.
Big Technology Podcast:
Anthropic's Labs Lead On Fable's Capabilities + Building AI-Native Products — With Mike Krieger
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.
Great Chat:
How much data do we actually want about our bodies?
A podcast mostly about tech. Brought to you weekly by Angela Du, Sally Shin, Mac Bohannon, Helen Min, and Ashley Mayer.
Subscribe to Great Chat.
Tools and Weapons with Brad Smith:
AI's Mythos Moment: Rishi Sunak on preparing governments for AI
Microsoft Vice Chair and President Brad Smith speaks with leaders in government, business, and culture to explore the most critical challenges at the intersection of technology and society.
Subscribe to Tools and Weapons with Brad Smith.
 

About This Page

This is a Techmeme archive page. It shows how the site appeared at 2:00 PM ET, February 5, 2026.

The most current version of the site as always is available at our home page. To view an earlier snapshot click here and then modify the date indicated.

More News

Anna Pruchnicka / Reuters:

Earlier Picks