| Matt Shumer: |
| Alex Heath / Sources: |
Q&A with Fidji Simo on ChatGPT ads, OpenAI's efforts to ship a new model soon to end Sam Altman's Code Red, Anthropic's Super Bowl ads, Sora, Codex, and more — How ads in ChatGPT will work, what will end the Code Red, those Anthropic attack ads, working with Sam Altman, and much more...| Matthias Bastian / The Decoder: |
OpenAI updates ChatGPT's deep research tool with GPT-5.2, a full-screen report view, an option to focus research on specific websites, and search interruption — The feature now runs on the new GPT-5.2 model, as OpenAI announced on X. A key addition is that users can connect apps to ChatGPT and … | Wall Street Journal: |
Sources: OpenAI fired VP Ryan Beiermeister in January for alleged sexual discrimination; she had earlier raised concerns about the upcoming launch of adult mode — The executive, who was accused of sexual discrimination against a male employee, had raised concerns about upcoming launch of erotic content| Financial Times: |
xAI co-founder Jimmy Ba says he is leaving, the sixth co-founder to depart; sources and social media posts show at least six researchers left in recent weeks — Jimmy Ba will be the sixth member of the founding team to depart — A sixth co-founder of Elon Musk's xAI is leaving … | Jess Weatherbed / The Verge: |
T-Mobile announces a network-level, AI-based Live Translation feature that supports 50+ languages, coming “this spring” in beta and available on 4G LTE and 5G — Live Translation will be available to beta testers ‘this Spring.’ — T-Mobile is preparing to test … | Financial Times: |
Mistral CEO Arthur Mensch says the startup's annualized revenue run rate was “north of $400M”, up from $20M a year ago, and it is set to hit $1B ARR by 2026-end — French start-up is riding a growing wave of demand from European businesses for alternatives to US tech| Sherry Qin / Wall Street Journal: |
SMIC CEO Zhao Haijun says the industry is “a bit panicked” about the memory chip shortage, and more supply may arrive in nine months; prices are up 80%+ in 2026 — More supply could come to market in nine months, executive says — The chief executive of China's largest contract chip maker … | New York Times: |
xAI all-hands meeting: Elon Musk told employees that xAI needs a factory on the moon to build AI satellites and a massive catapult to launch them into space — In a meeting with employees at his company xAI, Mr. Musk revealed a vision for a facility that includes a giant catapult to launch his satellites into space.| Reuters: |
Sources: ByteDance plans to produce 100K+ units of its in-house AI inference chip in 2026, is in talks with Samsung to manufacture it, before ramping up to 350K — China's ByteDance is developing an artificial intelligence chip and is in talks with Samsung Electronics (005930.KS) … | Tim Bradshaw / Financial Times: |
Docs: London-based AI chip startup Olix, founded by James Dacombe, CEO of brain monitoring startup CoMind, raised $220M led by Hummingbird at a $1B+ valuation — London-based Olix targets development of AI chips that are faster and cheaper than Nvidia's — A 25-year-old British entrepreneur … | Duncan Riley / SiliconANGLE: |
GitGuardian, which integrates with GitHub to offer nonhuman identity and AI agent security, raised a $50M Series C, taking its total funding to ~$106M — Non-human identity security platform company GitGuardian SAS today announced that it had raised $50 million in new funding to fuel … | Kim Mackrael / Wall Street Journal: |
A Dutch court orders an investigation into alleged mismanagement at Chinese-owned chip company Nexperia and upholds the suspension of CEO Zhang Xuezheng — Investigation set to prolong fight for control of a key automotive supplier — A Dutch court ordered an investigation … | Samantha Kelly / Bloomberg: |
Austin-based humanoid robot startup Apptronik raised $520M led by Google and others at a $5.5B valuation, up 3x from when it raised $350M in February 2025 — Apptronik, a fast-growing startup that makes artificial intelligence-powered humanoid robots, has secured about $520 million … | Russell Brandom / TechCrunch: |
Meridian, which uses AI to make financial modeling and spreadsheets more “predictable and auditable”, exits stealth and raised a $17M seed at a $100M valuation — The fight to tame spreadsheets with AI isn't over yet. A new company called Meridian has emerged from stealth … | Mike Wheatley / SiliconANGLE: |
Cloudflare reports Q4 revenue up 34% YoY to $614.5M, above $591.3M est., and forecasts full-year and Q1 revenue above estimates; NET jumps 14%+ pre-market — Shares of the cloud content delivery network CloudFlare Inc. jumped more than 14% in extended trading on the back of a solid top … | Isomorphic Labs: |
Isomorphic Labs, a Google DeepMind spinoff, unveils IsoDDE, a system that it says surpasses AlphaFold 3 in biomolecular structure prediction and drug discovery — Today, we are excited to share an update on our progress towards a new frontier of drug design.| Bloomberg: |
Filing: San Jose Mayor Matt Mahan, set to run for California governor to succeed Newsom, gets donations from Sergey Brin, Roblox CEO David Baszucki, and others — A group of billionaires, including Sergey Brin, is backing San Jose Mayor Matt Mahan's campaign for California governor … | CNBC: |
Anthropic CCO Paul Smith says the company is focused on “growing revenue” rather than making “flashy headlines”, calls the market selloff “hyperbole”, and more — Anthropic is focused on growing its business rather than making “flashy headlines,” … | Ryan Felton / Wall Street Journal: |
Investigation: as Ford pushes its BlueCruise driving system, some drivers found it confusing to use, misunderstood its limitations, and didn't heed its warnings — NHTSA investigates Ford's product after deadly crashes; company research during development showed technology can be misunderstood| New York Times: |
In opening statements in a social media addiction trial in Los Angeles, YouTube argues it is an entertainment service like Netflix rather than a social network — The app said in opening statements that it was more of an entertainment platform. The lawsuit claims social media companies design products that cause personal injury.| Daniel Tudor / Financial Times: |
A profile of South Korea's SK Hynix, a once unloved memory chipmaker that now enjoys 58% operating margins and a $438B market cap amid the global HBM shortage — Once unloved SK Hynix is enjoying 58% operating margins amid a global shortage of memory chips| Aisha S Gani / Bloomberg: |
KPMG citing PitchBook data: UK fintech investment totaled almost $11B in 2025 across 418 deals, down from ~$13.4B in 2024 across 527 deals; Revolut raised $4B — Investment in the UK financial technology world plummeted by more than 20% last year to the lowest levels since the start … | Amrith Ramkumar / Wall Street Journal: |
Sources: Amazon, Google, and others plan to skirt Trump's $100K H-1B fee by finding workers in categories that don't include the fee, like existing H-1B holders — Some giant firms are discussing ways to avoid paying, while smaller ones have fewer options — WASHINGTON—The world's biggest … | Deborah Sophia / Reuters: |
Shopify reports Q4 revenue up 31% YoY to $3.7B, vs. $3.59B est., and forecasts Q1 revenue growth at a low-thirties percentage rate, vs. 25% est.; SHOP jumps 10% — Shopify (SHOP.TO) projected quarterly revenue well above market estimates on Wednesday, as the e-commerce platform benefits … | Gideon Lewis-Kraus / New Yorker: |
A profile of Anthropic and its key executives like Chris Olah, and a look at Project Vend, an internal “Claudius” experiment to run the office vending machine — Researchers at the company are trying to understand their A.I. system's mind—examining its neurons … | Bloomberg: |
Ant, which elevated its health unit to the same level as Alipay and its lending businesses, is betting on AI-powered healthcare to fuel its next phase of growth — Roughly five years ago, Ant Group Co. reined in its ambitions after a derailed initial public offering.
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| Amy Feldman / Forbes: |
| Duncan Riley / SiliconANGLE: |
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| RT Watson / The Block: |
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| The Verge: |
| Hannah Erin Lang / Wall Street Journal: |
| Tarun Pathak / Counterpoint Research: |