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February 12, 2026, 6:05 AM
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memeorandum
WeSmirchTop News
| Lora Kolodny / CNBC: |
Elon Musk announces an xAI reorganization that “required parting ways with some people”, after two xAI co-founders announced they were leaving this week — SpaceX CEO Elon Musk on Wednesday announced the the company's xAI artificial intelligence venture implemented a reorganization that …
More: Wall Street Journal, Gizmodo, Benzinga, Financial Times, Moneycontrol, The Information, Reuters, DigiTimes, Sources, The Verge, NBC News, Business Insider, Inc, TechCrunch, DatacenterDynamics, PCMag, and New York Times
X: @elonmusk, @xai, @chace_agi, @textangel, @globalaffairs, @ramez, @iterintellectus, @ptrubey, @liuyunlong63318, @tetsuoai, @hadas_gold, @giffmana, @tetsuoai, @edwinboyan, @xfreeze, @parsatajik, @autismcapital, @tetsuoai, @katiemiller, @sawyermerritt, @autismcapital, and @ramez. Threads: @carnage4life
| Z.ai: |
Z.ai launches GLM-5, its flagship open-weight model, saying it has best-in-class performance among open-source models in reasoning, coding, and agentic tasks — We are launching GLM-5, targeting complex systems engineering and long-horizon agentic tasks. Scaling is still one of the most important ways …
More: DigiTimes, VentureBeat, blog.e01.ai, Simon Willison's Weblog, Artificial Ignorance, Cautious Optimism, Reuters, Livemint, and Reuters
X: @zixuanli_, @zai_org, @zai_org, @lintool, @dorialexander, @weswinder, @minyangtian1, @zai_org, @iamnitinr, @louszbd, @eliebakouch, @theahmadosman, @teortaxestex, @_simonsmith, @arena, @altryne, @lmsysorg, @mweinbach, @zhuokaiz, @carolglms, @vercel_dev, @zai_org, @kimmonismus, @bridgemindai, @zephyr_z9, @scaling01, @scaling01, @thestalwart, @koylanai, and @zai_org
Forums: Hacker News, r/LocalLLaMA, and r/singularity
| New York Times: |
Social media addiction trial: Adam Mosseri says social media is not “clinically addictive” and that Meta was careful to test features used by young people — Instagram's chief executive said on Wednesday that social media was not “clinically addictive,” refuting claims …
More: Bloomberg, Associated Press, Raleigh News & Observer, The American Bazaar, NBC News, BMI, Rolling Stone, Courthouse News Service, ABC News, Business Insider, New York Post, The Wrap, The Information, The Guardian, Fox Business, Los Angeles Times, CNBC, NBC News, SBS News, CNN, The National, Techstrong IT, Bloomberg, BBC, Overturned, Agence France-Presse, Bloomberg Law, and Reuters
X: @meghanncuniff and @marshablackburn
| Yoolim Lee / Bloomberg: |
Samsung says it sent the first commercial HBM4 shipments to customers, as it seeks to supply Nvidia and compete with memory rivals like SK Hynix and Micron — Samsung Electronics Co. claimed an early lead in the race to supply memory chips for Nvidia Corp. AI accelerators … | Jared Perlo / NBC News: |
Anthropic says it will upgrade US power grid infrastructure, generate new power, and cover consumer price increases to minimize the effects of its data centers — Leading AI company Anthropic said it would upgrade power grid infrastructure, generate new power, and cover consumer price increases …
More: Anthropic, The Register, Benzinga, Business Today, SiliconANGLE, Business Insider, The Verge, The Hill, Blockchain.News, Reuters, and Wall Street Journal
X: @anthropicai, @timmlatimer, @edzitron, @natolambert, @jigarshahdc, @aakashgupta, @aaronbergman18, @joefioti, @matthewberman, @morqon, @wholemars, @generic_void, @corbtt, @daniellefong, @arcorren, @mattscottcap, @techau, @0xdevshah, @ramez, and @kyliebytes. Bluesky: @awpiitr. Forums: r/ArtificialInteligence
| Reuters: |
Sources: the Pentagon is pushing OpenAI, Anthropic, and others to make their AI tools available on classified networks without the standard user restrictions — The Pentagon is pushing the top AI companies including OpenAI and Anthropic to make their artificial-intelligence tools available … | Reed Albergotti / Semafor: |
More: The Overspill, Politico, OpenAI, U.S. Department of War, The Hill, Decrypt, Fox Business, and DefenseScoop
X: @miles_brundage, @semaforben, @kaelan47, and @dowcto
| Lorenzo Franceschi-Bicchierai / TechCrunch: |
The US DOJ says Peter Williams, former boss of L3Harris' Trenchant, stole and sold tools that can hack millions of computers worldwide to a Russian broker — The former boss of a U.S. maker of hacking and surveillance tools stole and sold technology that can hack millions of computers and people worldwide … | Lawrence Abrams / BleepingComputer: |
Microsoft fixes a vulnerability in Notepad in Windows 11 that let attackers execute remote programs by tricking users into clicking malicious Markdown links — Microsoft has fixed a “remote code execution” vulnerability in Windows 11 Notepad that allowed attackers to execute local … | Daniel Kuhn / The Block: |
Coinbase rolls out Agentic Wallets, a wallet infrastructure that lets AI agents make autonomous crypto transactions “without human intervention” — Quick Take — Agentic Wallets builds on the x402 protocol developed to enable autonomous crypto payments “without human intervention.”
More: Coinbase, crypto.news, Decrypt, Cointelegraph, PYMNTS.com, The Crypto Times, and Crypto Briefing
| Dell Cameron / Wired: |
The US CBP signs a one-year Clearview AI deal, granting access to its facial recognition tool for “tactical targeting” and “strategic counter-network analysis” — US Border Patrol intelligence units will gain access to a face recognition tool built on billions of images scraped from the internet.
More: FedScoop. Bluesky: @newshoundellen, @markriedl, @dell, @rmac, @couts, and @dell
Forums: r/politics and r/fednews
| Mark Gurman / Bloomberg: |
Sources: Apple's Siri upgrade has run into snags recently, possibly pushing some personalized Siri and other features from iOS 26.4 to iOS 26.5, due in May — Apple Inc.'s long-planned upgrade to the Siri virtual assistant has run into snags during testing in recent weeks …
More: 9to5Mac, PC Guide, TechCrunch, Livemint, Business Standard, The Indian Express, Macworld, PYMNTS.com, Benzinga, CNET, PhoneArena, Gizmodo, OS X Daily, iDrop News, Android Headlines, Cult of Mac, iClarified, The Mac Observer, iPhone in Canada, Sherwood News, AppleInsider, MacRumors, Digital Trends, The Verge, The Apple Post, and MacTech.com
X: @theartistchair, @chimpfone, @daniel_rubino, @nandoprince93, @markgurman, @bzamayo, @leakerapple, @_chenglou, and @markgurman
Forums: Hacker News, r/apple, and MacRumors Forums
| Financial Times: |
BlockFills, a crypto liquidity provider and lender to ~2K institutional clients, halts deposits and withdrawals, citing “recent market and financial conditions” — Move comes during period of sustained volatility in digital asset markets — Susquehanna-backed crypto lender BlockFills … | Michael Acton / Financial Times: |
US FTC chair urges Tim Cook to review Apple News' terms and curation after a study claimed the app promoted “leftist outlets” and suppressed conservative ones — US regulator issues warning to iPhone maker about its News platform following controversy over Super Bowl half-time show
More: Reuters, Deadline, 9to5Mac, TheDesk.net, The Wrap, Just The News, MacTech.com, New York Post, The Post Millennial, Fox News, The Verge, and Newsbusters
| CoinDesk: |
Robinhood launches a public testnet for Robinhood Chain, an Ethereum Layer 2 network on Arbitrum supporting 24/7 trading, with a broader rollout later in 2026 — The Robinhood Chain, built on Ethereum-based Arbitrum, aims to become key plumbing for around-the-clock trading and plugging tokenized stocks into DeFi.| New York Times: |
Sources: some OpenAI executives were surprised by a WSJ report that OpenAI was targeting a Q4 2026 IPO; OpenAI hopes to triple its ~$13B 2025 revenue in 2026 — The maker of ChatGPT hopes to triple its revenue in the coming year because it is planning to spend tens of billions of dollars.
Bluesky: @dannygroner
| Ben Jiang / South China Morning Post: |
Multiple responses from DeepSeek's namesake chatbot confirm that the startup has expanded the context window of its flagship AI model from 128K tokens to 1M+ — The upgrade will allow DeepSeek's AI model to remember and process more information in a single conversation or task| Zaheer Kachwala / Reuters: |
Grab agrees to acquire US fintech company Stash Financial in a deal initially valued at $425M and forecasts FY 2026 revenue of $4.04B-$4.1B, below $4.13B est. — Singapore's Grab (GRAB.O) forecast fiscal 2026 revenue below Wall Street expectations on Wednesday, signaling slower momentum …
More: Grab, Grab, Forbes, Bloomberg, TNGlobal, Nikkei Asia, The Straits Times, Dow Jones Newswires, and Tech in Asia
| Steve Yegge: |
AI tools like Opus 4.6 actually do make engineers 10x more productive and are addictive, but the “AI Vampire” effect is causing widespread developer burnout — This was an unusually hard post to write, because it flies in the face of everything else going on.
X: @solarise_webdev, @badlogicgames, @sockdrawermoney, and @championswimmer. Bluesky: @hunterwalk.com
Forums: Hacker News and Lobsters
| Bloomberg: |
Some of the biggest VC firms are backing both OpenAI and Anthropic, breaking a taboo by investing in competing startups, as the AI race reshapes venture capital — Silicon Valley investors are breaking a longstanding taboo by investing in competing startups.
More: MoneyWeek. X: @ethanchoi7, @rebeccatorrenc5, and @anshublog. LinkedIn: Rebecca Torrence. Bluesky: @dannygroner
| Jonathan Weil / Wall Street Journal: |
Meta's auditor Ernst & Young raised a red flag over the financial engineering Meta used to keep its $27B Hyperion data center project off its balance sheet — Meta Platforms' latest annual report contained an unusual, cautionary note for investors. — The tech giant's auditor …
More: Wall Street Journal, GuruFocus, and The Information
| Damilare Dosunmu / Rest of World: |
Google unveils WAXAL, a new open speech dataset for 21 African languages to ease speech technology development; African institutions own the dataset — A new 21-language dataset gives African institutions ownership and control in a field long dominated by Big Tech.| Kai Nicol-Schwarz / CNBC: |
Dutch payments company Adyen reports H2 2025 net revenue up 17% YoY to €1.27B and forecasts 2026 net revenue growth at 20%-22%, vs 22.8% est.; ADYEN falls 15%+ — Dutch payments giant Adyen's stock is down as much as 20% after the Dutch payments giant posted net revenue guidance that was slightly weaker than expected.| Joe Rivano Barros / Mission Local: |
YC's Garry Tan launches “Garry's List”, a nonprofit dedicated to supporting “moderate/pragmatic” political candidates and pro-growth policies in California — New operation is part-PAC, part-blog, part incubator for Silicon Valley politics — and latest entry in big-money network
More: San Francisco Examiner, Garry's List, Silicon Valley Business …, San Francisco Business Times, and The San Francisco Standard
X: @garrytan, @suhail, @garrytan, @teddyschleifer, @jrivanob, @kazanjy, @garrytan, @dflieb, @alex, @snowmaker, @neo_antiquarian, @agupta, @garrytan, @markovmagnifico, @johnloeber, @reeyopeeyo, @uhshanti, @mil0theminer, and @chkashifali. Forums: Hacker News
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