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February 12, 2026, 9:20 AM
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| Lora Kolodny / CNBC: |
Elon Musk announces xAI implemented a reorganization that “required parting ways with some people”, after two xAI co-founders said 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, Business Today, RTÉ, Silicon UK, Financial Times, NBC News, The Information, DigiTimes, Moneycontrol, Sources, Benzinga, Reuters, The Verge, TechCrunch, Business Insider, and New York Times
X: @elonmusk, @xai, @chace_agi, @textangel, @_tomhoward, @globalaffairs, @techau, @xdnibor, @ptrubey, @liuyunlong63318, @tetsuoai, @hadas_gold, @drphiltill, @giffmana, @tetsuoai, @scaling01, @edwinboyan, @parsatajik, @owensparks, @autismcapital, @marionawfal, @davidpattersonx, @sawyermerritt, @katiemiller, @tetsuoai, @xfreeze, @iterintellectus, @ramez, @autismcapital, and @ramez. Threads: @carnage4life
| Theo Wayt / The Information: |
xAI all-hands: Nikita Bier says X hit $1B in ARR from selling $3- to $40-per-month subscriptions, but offered no details on ad revenue or other xAI financials — X recently hit $1 billion in annualized recurring revenue from selling subscriptions, head of product Nikita Bier said in an xAI all-hands meeting on Tuesday.
| Z.ai: |
Z.ai launches GLM-5, saying its flagship open-weight model has “best-in-class performance among all open-source models” in reasoning, coding, and agentic tasks — We are launching GLM-5, targeting complex systems engineering and long-horizon agentic tasks.
More: WinBuzzer, The Rundown AI, Latent.Space, blog.e01.ai, Reuters, and Bloomberg
X: @zai_org, @lukaspet, @mervenoyann, @vercel_dev, @andonlabs, @minyangtian1, @jietang, @koylanai, @theahmadosman, @teortaxestex, @teksedge, @zephyr_z9, @theo, @zhuokaiz, @zixuanli_, @carolglms, @vince_chow1, @iamnitinr, @lmsysorg, @dorialexander, @kimmonismus, @_simonsmith, @scaling01, @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
| New York Times: |
Social media addiction trial in LA: Adam Mosseri says social media is not “clinically addictive” and that Meta is careful to test features used by young people — Instagram's chief executive said on Wednesday that social media was not “clinically addictive,” …
More: Moneycontrol, BBC, TechRadar, iPhone in Canada, Dexerto, Raleigh News & Observer, Bloomberg, CNBC, BMI, ABC News, Gamereactor UK, NBC News, Fox Business, Rolling Stone, Business Insider, New York Post, The Wrap, Associated Press, The Information, The Guardian, Los Angeles Times, NBC News, SBS News, CNN, The National, Bloomberg, Overturned, Agence France-Presse, and Reuters
| Chainalysis: |
Crypto transaction volume linked to suspected human trafficking, largely based in Southeast Asia, hit hundreds of millions of dollars in 2025, up 85% YoY — The intersection of cryptocurrency and suspected human trafficking intensified in 2025, with total transaction volume reaching hundreds … | Financial Times: |
Russia removes WhatsApp, Facebook, and Instagram from a Roskomnadzor-run online directory, essentially blocking them in the country, unless users rely on a VPN — Move follows months of pushing users to state-controlled app — Millions of Russians were abruptly cut off …
More: Reuters, PCMag, The Record, 9to5Mac, Engadget, CNBC, Politico, Gizmodo, BBC, UPI, CyberInsider, The Moscow Times, Ukrainian National News, The Guardian, Coinpaper, The Verge, and Cointelegraph
X: @whatsapp, @jsrailton, @russiaspivot, @annafromua_yt, @jsrailton, @jsrailton, @jsrailton, @aaronbastani, @lwazimbk, and @gloooud. Bluesky: @justinhendrix
| Yoolim Lee / Bloomberg: |
Samsung says it sent the first commercial HBM4 shipments to customers; Samsung 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. … | 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, Tom's Hardware, The Register, Silicon UK, E&E News, Business Today, Capacity, Business Insider, Benzinga, SiliconANGLE, 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 and Slashdot
| 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.| 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: tildeweb.nl. X: @ns123abc, @gergelyorosz, @bryanrbeal, @vikhyatk, @chrismunns, @eugenekim222, @kylebrussell, and @astuyve
Bluesky: @benjedwards.com and @jordannovet.cnbc.com
| 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: The Information. X: @ethanchoi7, @rebeccatorrenc5, and @anshublog. LinkedIn: Rebecca Torrence. Bluesky: @dannygroner
| 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: BBC, New York Times, CNBC, Reuters, The Information, Wall Street Journal, Bloomberg, Axios, Inc.com, and Business Insider
X: @aricohn, @teddyschleifer, @burgessev, and @teddyschleifer
| Lorenzo Franceschi-Bicchierai / TechCrunch: |
The US DOJ says Peter Williams, the 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 …
Bluesky: @campuscodi.risky.biz and @zackwhittaker.com. Mastodon: @lorenzofb@infosec.exchange. Forums: Slashdot
| 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 … | 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, MacRumors, The Mac Observer, ZeroHedge News, Deadline, 9to5Mac, TheDesk.net, Just The News, MacTech.com, The Wrap, Fox News, The Post Millennial, New York Post, and Newsbusters
| Financial Times: |
Private equity and private credit groups' big bets on SaaS companies, the biggest area of PE activity in the past decade, risk being derailed by the rise of AI — Dealmakers and lenders are facing a ‘Darwinian moment’ as digital services risk being made obsolete by new technologies
More: Bloomberg, Insurance Business, and Bloomberg
| 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
| 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.| 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 … | 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 … | 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: Decrypt, Coinbase, crypto.news, The Coin Republic, Cointelegraph, Decrypt, PYMNTS.com, The Crypto Times, and Crypto Briefing
| Kris Holt / Engadget: |
Nvidia launches a native GeForce Now app on select Amazon Fire TV sticks, offering up to 1080p and 60 fps gaming; Fire TV users previously had to sideload it — Streaming quality tops out at 1080p and 60 fps, however. — NVIDIA's cloud gaming service, GeForce Now, has expanded to another platform.
More: Pocket-lint and Cord Cutters News
| 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
| John Collison / Cheeky Pint: |
Q&A with Stratechery's Ben Thompson on aggregation theory, AI, TikTok, ByteDance, AI agentic commerce, SaaS stocks, running Stratechery, TSMC, Stripe, and more — Ben Thompson, the internet's premier tech analyst, joins John for a wide-ranging conversation on the mechanics of the internet economy.| Edward Ludlow / Bloomberg: |
Simile, which uses AI to help companies predict human behavior, including guessing items customers might buy, raised $100M led by Index and emerges from stealth — - Simile is building a lab to help predict peoples' actions — The company is backed by Index, A* and AI pioneer Fei-Fei Li| 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: Blockonomi, Wall Street Journal, Adyen, and Reuters
| 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 … Sponsor Posts
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Lenny's Podcast:
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Cheeky Pint:
Ben Thompson from Stratechery on AI ads, the end of SaaS, and the future of media
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Tools and Weapons with Brad Smith:
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