| 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: |
| 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 … | 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.| CNBC: |
Anthropic CCO Paul Smith says the startup is focused on “growing revenue” rather than “flashy headlines”, calls the software stock selloff “hyperbole”, and more — Anthropic is focused on growing its business rather than making “flashy headlines,” … | Zoë Hitzig / New York Times: |
An OpenAI researcher who helped shape how models were built and priced says she quit after two years due to “deep reservations” about ads and OpenAI's strategy — This week, OpenAI started testing ads on ChatGPT. I also resigned from the company after spending two years … | 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| Stephanie Palazzolo / The Information: |
Source: to catch leakers, OpenAI security staff use a custom ChatGPT with access to Slack, email, and docs by cross-referencing news articles with access logs — Here at The Information, we're always trying to break through the hype to understand how folks are actually using AI in the real world.| Carmen Arroyo / Bloomberg: |
Google told advertisers that it is integrating direct shopping into Search's AI Mode and Gemini; users can now buy items from Etsy and Wayfair within Gemini — Google is adding a way for consumers to buy things while seeking artificial intelligence-powered answers on search and in its Gemini chatbot … | 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 … | 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 … | 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.| 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 … | 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 … | 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 … | 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 … | Sarah Perez / TechCrunch: |
TikTok launches an opt-in Local Feed in the app's US version, including content related to travel, news, events, shopping, and dining near the user's location — TikTok on Wednesday announced the launch of a new “Local Feed” in the U.S. version of the app, which displays content related to travel … | 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 … | 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| Mike Wheatley / SiliconANGLE: |
Cloudflare reports Q4 revenue up 34% YoY to $614.5M, above $591.3M est., a $12.1M net loss, and forecasts full-year and Q1 revenue above est.; NET jumps 10%+ — Shares of the cloud content delivery network CloudFlare Inc. jumped more than 14% in extended trading on the back of a solid top … | Lydia DePillis / New York Times: |
Researchers find Kalshi and Polymarket bettors can more accurately predict economic data, earnings, and political events than analysts, likely due to incentives — Economists at top banks and investment firms who command high salaries to divine the direction of the economy expected … | Saritha Rai / Bloomberg: |
A study of 596 Indian high-tech startups suggests that homegrown entrepreneurs fare better over the long run than returning diaspora with overseas experience — India's fiercely competitive startup field has provided evidence to suggest that homegrown entrepreneurs fare better over the long run … | 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| 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 … | 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.| Michael Kan / PCMag: |
The US FCC approves Amazon's request to launch a second-generation Leo satellite constellation by deploying an additional 4,504 satellites in low Earth orbit — Amazon has received clearance to launch a second-generation satellite constellation for Leo, which promises to boost coverage and speeds for the company's Starlink challenger.| 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 …
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| Amy Feldman / Forbes: |
| Gideon Lewis-Kraus / New Yorker: |
| Max Buondonno / The Shortcut: |
| RT Watson / The Block: |
| Sarah Wynn / The Block: |
| The Verge: |
| Hannah Erin Lang / Wall Street Journal: |