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February 12, 2026, 7:45 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, Financial Times, Benzinga, The Information, DigiTimes, Moneycontrol, Sources, Cointelegraph, The Verge, NBC News, Business Insider, Reuters, TechCrunch, and New York Times
X: @elonmusk, @xai, @chace_agi, @textangel, @_tomhoward, @globalaffairs, @iterintellectus, @techau, @xdnibor, @ptrubey, @liuyunlong63318, @tetsuoai, @hadas_gold, @drphiltill, @giffmana, @tetsuoai, @scaling01, @edwinboyan, @xfreeze, @parsatajik, @owensparks, @autismcapital, @tetsuoai, @katiemiller, @marionawfal, @davidpattersonx, @sawyermerritt, @ramez, @autismcapital, and @ramez. Threads: @carnage4life
| Theo Wayt / The Information: |
| 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: BBC, Dexerto, Bloomberg, Raleigh News & Observer, Gamereactor UK, NBC News, BMI, ABC News, Rolling Stone, Fox Business, Business Insider, New York Post, Associated Press, The Wrap, The Information, The Guardian, Los Angeles Times, CNBC, NBC News, SBS News, CNN, The National, Techstrong IT, Bloomberg, Overturned, Agence France-Presse, and Reuters
| Reuters: |
Zhipu AI says it will raise prices by at least 30% for new GLM coding plan subscribers to accommodate surging demand for its AI coding tools — Chinese artificial intelligence startup Zhipu on Thursday said it was raising prices for subscriptions to its GLM coding plan to accommodate …
More: South China Morning Post
| Z.ai: |
More: Silicon Republic, Latent.Space, blog.e01.ai, Simon Willison's Weblog, Artificial Ignorance, Cautious Optimism, Reuters, and Bloomberg
X: @zai_org, @zixuanli_, @lukaspet, @vercel_dev, @mervenoyann, @lmsysorg, @scaling01, @andonlabs, @dorialexander, @minyangtian1, @jietang, @koylanai, @iamnitinr, @theahmadosman, @teortaxestex, @teksedge, @zephyr_z9, @theo, @zhuokaiz, @carolglms, @vince_chow1, @kimmonismus, @_simonsmith, @weswinder, @eliebakouch, @louszbd, @arena, @lintool, @zai_org, @zai_org, @zai_org, @mweinbach, @altryne, @bridgemindai, @zephyr_z9, @scaling01, @thestalwart, and @zai_org
Forums: Hacker News, r/LocalLLaMA, and r/singularity
| 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 advanced memory for AI accelerators like those made by Nvidia Corp. … | 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 … | 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: Neowin, OpenAI, The Overspill, U.S. Department of War, Politico, The Hill, Decrypt, Fox Business, and DefenseScoop
X: @miles_brundage, @semaforben, @kaelan47, and @dowcto
| 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, Silicon UK, E&E News, Business Today, SiliconANGLE, Capacity, Business Insider, The Verge, The Hill, Blockchain.News, and Reuters
X: @anthropicai, @_arohan_, @timmlatimer, @edzitron, @natolambert, @jigarshahdc, @aakashgupta, @aaronbergman18, @joefioti, @matthewberman, @morqon, @wholemars, @joshdcaplan, @generic_void, @corbtt, @daniellefong, @arcorren, @mattscottcap, @techau, @0xdevshah, @ramez, and @kyliebytes. Bluesky: @awpiitr. Forums: r/ArtificialInteligence
| Financial Times: |
Russia removes WhatsApp, Facebook, and Instagram from a Roskomnadzor-run online directory, essentially blocking them in the country without workarounds — Move follows months of pushing users to state-controlled app — Millions of Russians were abruptly cut off from the encrypted WhatsApp …
More: CNBC, Engadget, Politico, Gizmodo, Reuters, The Moscow Times, UPI, CyberInsider, Bloomberg, Ukrainian National News, BBC, The Guardian, Coinpaper, The Verge, and Cointelegraph
X: @whatsapp, @aaronbastani, @jsrailton, @russiaspivot, @annafromua_yt, @jsrailton, @jsrailton, @jsrailton, @lwazimbk, and @gloooud. Bluesky: @justinhendrix
| 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.”| Theodore Schleifer / New York Times: |
Anthropic donates $20M to Public First, a super PAC pushing for AI guardrails and transparency in opposition to OpenAI-backed PACs, ahead of the US midterms — Anthropic and OpenAI now have their own well-funded political groups that will square off in the midterm elections over artificial intelligence safety and regulation.
More: Business Today, Reuters, The Information, Wall Street Journal, Bloomberg, Anthropic, Axios, and Inc.com
X: @teddyschleifer and @teddyschleifer
| Iain Martin / Forbes: |
A profile of Applied Intuition, which makes self-driving simulation software and reported $800M in 2025 revenue and 80% gross margins, as it expands beyond cars — Applied Intuition CEO Qasar Younis (left) and CTO Peter Ludwig believe human-driven cars will soon seem dated.| 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.| Juro Osawa / The Information: |
Alibaba says Qwen generated 120M+ in orders from Chinese users over the past six days, ahead of the Lunar New Year; Alibaba is giving a ~$3.60 shopping voucher — Alibaba Group said its Qwen chatbot app's AI e-commerce service has generated more than 120 million orders from Chinese consumers …
More: Benzinga, South China Morning Post, and Dow Jones Newswires
| Kevin Collier / NBC News: |
Google's TIG says Gemini has been inundated by “commercially motivated” actors who are trying to clone it, including one campaign that prompted it 100K+ times — Google says private companies and researchers are trying to copy Gemini's capabilities by repeatedly prompting it at scale.| 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 fell as much as 20% after it posted net revenue guidance and payment processing volume that were slightly weaker than expected.
More: Wall Street Journal, Adyen, and Reuters
| Arjun Kharpal / CNBC: |
SoftBank reports Q3 net profit of $1.6B, below est., and Vision Fund posted a $2.4B gain, after a $4.2B gain in its OpenAI investment helped offset losses — SoftBank posted a $2.4 billion gain at its Vision Fund in the December quarter as a jump in the value of its OpenAI investment helped offset losses in some of its other bets.| 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: Computerworld, Business Today, T3, 9to5Mac, PC Guide, TechCrunch, The Indian Express, Business Standard, PYMNTS.com, Benzinga, Livemint, Gizmodo, CNET, Macworld, PhoneArena, iDrop News, Android Headlines, Cult of Mac, iClarified, The Mac Observer, iPhone in Canada, Sherwood News, AppleInsider, MacRumors, Digital Trends, The Verge, and The Apple Post
X: @theartistchair, @chimpfone, @daniel_rubino, @nandoprince93, @markgurman, @bzamayo, @leakerapple, @_chenglou, and @markgurman
Forums: Hacker News, r/apple, and MacRumors Forums
| 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: MacRumors, Reuters, Deadline, 9to5Mac, TheDesk.net, Just The News, The Wrap, MacTech.com, The Post Millennial, Fox News, New York Post, and Newsbusters
| Eugene Kim / Business Insider: |
Internal messages: Amazon pushes in-house AI coding assistant Kiro for production code, prompting criticism and causing ~1,500 staff to push for Claude Code — - Amazon internally promotes Kiro over third-party AI coding tools including Claude Code. — Some employees have criticized …
More: Inc.com. X: @kylebrussell and @eugenekim222
Bluesky: @benjedwards.com and @jordannovet.cnbc.com
| 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
| Edward Ludlow / Bloomberg: |
Waymo co-CEO Tekedra Mawakana expects the company to hit 1M+ paid weekly robotaxi rides in the US by the end of 2026, up from ~400K per week in six cities now — Waymo, Alphabet Inc.'s autonomous driving unit, will hit more than 1 million paid weekly robotaxi rides in the US by the end of this year … | 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
LinkedIn: Steve Yegge and Lars Tackmann
Bluesky: @hunterwalk.com and @swallez.com
Forums: Hacker News and Lobsters
| 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 … | 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.Sponsor Posts
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