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February 12, 2026, 9:15 PM
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WeSmirchTop News
| Anthropic: |
Anthropic raised a $30B Series G led by GIC and Coatue and co-led by D. E. Shaw, Dragoneer, Founders Fund, Iconiq, and MGX at a $380B post-money valuation — We have raised $30 billion in Series G funding led by GIC and Coatue, valuing Anthropic at $380 billion post-money.
More: The Information, SiliconANGLE, Associated Press, New York Times, Forbes, GIC, Coatue, San Francisco Business Times, Axios, PitchBook, Daily Sabah, Crunchbase News, Crypto Briefing, Implicator.ai, TechCrunch, and Barron's Online
X: @firstadopter, @elonmusk, @_ueaj, @dougpepper, @bcherny, @iconiqcapital, @mikeisaac, @emollick, @anthropicai, @shiringhaffary, @stocksavvyshay, @pitdesi, @deedydas, @lucacs, @andrewcurran_, @danprimack, @signulll, and @ravi_lsvp
LinkedIn: Beatriz Cabrita, Yamini Bhandari, and Jazmin Medina
Forums: Hacker News and r/BetterOffline
| Ashley Capoot / CNBC: |
More: Benzinga, Fox Business, and Reuters
X: @jacobrintamaki and @andy_l_jones
LinkedIn: Ashley Capoot and Jim Kaskade
Bluesky: @daniloc.xyz and @wittywebhandle
| David Gewirtz / ZDNET: |
OpenAI launches a research preview of GPT-5.3-Codex-Spark, a smaller version of GPT-5.3-Codex that it claims generates code 15 times faster, for Pro users — ZDNET's key takeaways — OpenAI targets “conversational” coding, not slow batch-style agents. — Big latency wins: 80% faster roundtrip, 50% faster time-to-first-token.
More: OpenAI, The Register, TechCrunch, Cerebras, MarkTechPost, Techstrong.ai, and Fast Company
X: @sama, @_simonsmith, @derrickcchoi, @romainhuet, @kevinweil, @openai, @skirano, @danshipper, @scaling01, @heccbrent, @embirico, @openai, @andrewdfeldman, @mweinbach, @dimillian, and @eliebakouch
Forums: r/singularity and r/OpenAI
| Rachel Metz / Bloomberg: |
GPT-5.3-Codex-Spark is OpenAI's first AI model to run on chips from Nvidia rival Cerebras; OpenAI says Codex has more than 1M weekly active users — OpenAI is releasing its first artificial intelligence model that runs on chips from semiconductor startup Cerebras Systems Inc. …
More: Ars Technica, Simon Willison's Weblog, SiliconANGLE, Tech in Asia, Marcus on AI, Runtime, and The New Stack
X: @kylebrussell, @openaidevs, @mweinbach, @cerebras, @openaidevs, and @benbajarin
| The Keyword: |
Google updates Gemini 3 Deep Think to better solve modern science, research, and engineering challenges and expands it via the Gemini API to some researchers — Our most specialized reasoning mode is now updated to solve modern science, research and engineering challenges.
More: Simon Willison's Weblog, MarkTechPost, PCMag, Rohan's Bytes, Bloomberg, Chrome Unboxed, 9to5Google, The Decoder, and OfficeChai
X: @googledeepmind, @kevinroose, @sundarpichai, @bridgemindai, @oriolvinyalsml, @scaling01, @noamshazeer, @officiallogank, @arcprize, @officiallogank, @ai_for_success, @testingcatalog, @iterintellectus, @synthwavedd, @scaling01, @googledeepmind, @emollick, @jeffdean, @thezvi, @googledeepmind, @google, @triswarkentin, @kimmonismus, @fchollet, @geminiapp, @teroterotero, @tulseedoshi, @googleai, @lmthang, @oriolvinyalsml, @joshwoodward, and @rihardjarc
LinkedIn: Heng-Tze Cheng, Dawsen Hwang, Google DeepMind, and Hanzhao
Forums: Hacker News and r/singularity
| Samantha Subin / CNBC: |
Instacart reports Q4 revenue up 12% YoY to $992M vs. $974M est., gross transaction value up 14% to $9.85B, gives strong Q1 guidance; CART jumps 14%+ after hours — Instacart shares climbed 14% during extended trading on Thursday after the grocery delivery company reported strong fourth-quarter revenue and forecast upbeat guidance.| Maxwell Zeff / Wired: |
An interview with OpenAI President Greg Brockman on donating $50M to AI and pro-Trump super PACs, why such donations serve a larger AI mission, and more — In an interview with WIRED, Greg Brockman says supporting politicians who back AI is “bigger than the people that I happen to be employed with.”
More: Gizmodo. X: @_nathancalvin. Bluesky: @hypervisible.blacksky.app, @katie-drummond, and @brbarrett. Forums: r/OpenAI
| Joe Rossignol / MacRumors: |
YouTube launches an app for the Apple Vision Pro, with standard videos, 180° and 360° videos, and YouTube Shorts; devices with the M5 chip can play 8K videos — Starting today, an official YouTube app is available on the Apple Vision Pro, allowing you to watch videos on a theater-sized screen …
More: The Verge, 9to5Mac, Ars Technica, Bloomberg, MacStories, Mashable, ZDNET, Gizmodo, Neowin, TechCrunch, iClarified, Justin Ryan ᯅ on YouTube, CNET, TechRadar, Cord Cutters News, Redmond Pie, The Mac Observer, and Engadget
X: @dylanmcd8, @justinryanio, @parkerortolani, @samsheffer, @andruedwards, @spatiallyme, @mgsiegler, @zollotech, and @reneritchie
Forums: r/virtualreality, r/apple, and MacRumors Forums
| Jennifer Pattison Tuohy / The Verge: |
Amazon's Ring cancels its partnership with Flock that would have let law enforcement agencies request footage from Ring doorbell users, following backlash — After weeks of mounting pressure and a questionable Super Bowl ad, the Amazon-owned company has walked back its plan to integrate with the controversial surveillance company.| Jo Constantz / Bloomberg: |
IBM says it plans to triple entry-level hiring in the US in 2026 “for all these jobs that we're being told AI can do” — International Business Machines Corp. said it will triple entry-level hiring in the US in 2026, even as artificial intelligence appears to be weighing on broader demand for early-career workers.| Reuters: |
Sources: Palo Alto Networks ordered the removal of direct attributions to China from a Unit 42 report on a hacking campaign over fears of retaliation from China — Palo Alto Networks (PANW.O) opted not to tie China to a global cyberespionage campaign the firm exposed last week over concerns … | Sarah Perez / TechCrunch: |
Spotify says AI is helping it speed up coding and product velocity and its best developers “have not written a single line of code since December” — Has AI coding reached a tipping point? That seems to be the case for Spotify at least, which shared this week during …
More: Android Authority and Moneycontrol
Forums: r/technology, r/artificial, r/truespotify, and r/ArtificialInteligence
| Blake Brittain / Reuters: |
A US jury finds Apple did not infringe Optis' 4G wireless technology patents, after two earlier trial verdicts Optis had won were overturned — Apple (AAPL.O)won a defense verdict on Thursday in a lawsuit by intellectual-property management company Optis Wireless, which had accused …
More: 9to5Mac, AppleInsider, Bloomberg Law, and MacRumors
| Reuters: |
Russia confirms it has blocked WhatsApp, citing Meta's “unwillingness to comply with Russian law”, and proposes that Russians switch to the state-owned Max app — U.S. messenger app WhatsApp, owned by Meta Platforms (META.O), has been completely blocked in Russia for failing … | 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.
More: The Register, TechCrunch, Dexerto, The Ankler, Simon Owens's Media Newsletter, and CNBC
| Jennifer Elias / CNBC: |
Apple's stock dropped 5% on Thursday, its worst day since April, following FTC scrutiny of Apple News and reports about delays with Siri — Apple just wrapped up its worst day on the stock market since April after reports surfaced about delays with Siri and as the company's news app faced regulatory scrutiny.| Bloomberg: |
In a memo to US lawmakers, OpenAI accused DeepSeek of using distillation techniques to train the next generation of R1 and “free-ride” on leading US AI models — OpenAI has warned US lawmakers that its Chinese rival DeepSeek is using unfair and increasingly sophisticated methods … | Lucas Manfredi / The Wrap: |
Roku reports Q4 revenue up 16% YoY to $1.39B, vs. $1.35B est., and an $80.5M net income, vs. a $35.5M loss in Q4 2024; ROKU jumps 9%+ after hours — The streaming hardware maker forecasts 16% revenue growth in 2026 — Shares of Roku climbed as much as 13% in after-hours trading on Thursday … | 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: Anthropic, Axios, The Information, The Hill, Bloomberg, New York Times, Benzinga, CNBC, Futurism, Techstrong.ai, Implicator.ai, Dow Jones Newswires, Tech Brew, Reuters, Axios, and Wall Street Journal
X: @miles_brundage, @burgessev, @teddyschleifer, @shakeelhashim, @lisaabramowicz1, @shakeelhashim, @aricohn, @anthropicai, @santosh_arron, @adamkovac, @teddyschleifer, @corbtt, @deanwball, @neil_chilson, @cesarfernand3z, @ryangrim, @teddyschleifer, @emrwilkins, @tombibbys, @teddyschleifer, and @charalambos_the. Bluesky: @kevincollier. Forums: r/technology
| André Beganski / Decrypt: |
Coinbase reports Q4 revenue down 22% YoY to $1.78B, vs. $1.84B est., transaction revenue down 37% to $983M, a net loss of $667M, vs. a $1.3B profit in Q4 2024 — Coinbase reported a down quarter for the end of 2025, with its investment portfolio plunging alongside Bitcoin and other crypto assets.
More: Coinbase, PYMNTS.com, The Block, Coinbase, SiliconANGLE, Benzinga, Wall Street Journal, Barron's Online, and Bloomberg. X: @brian_armstrong
| Financial Times: |
Israeli authorities charge a reservist and a civilian for allegedly using classified information to bet on “the occurrence of military operations” on Polymarket — Civilian and reservist charged with security offences, bribery and obstructing justice after ‘red line’ crossed with online gambling
More: Wall Street Journal, NPR, Jerusalem Post, ZeroHedge News, Bloomberg, Washington Examiner, NBC News, New York Sun, Protos, Gizmodo, and New York Magazine. Bluesky: @campuscodi.risky.biz
| Jonathan Vanian / CNBC: |
Pinterest reports Q4 revenue up 14% YoY to $1.32B, vs. $1.33B est., MAUs up 12% to 619M, and forecasts Q1 revenue below estimates; PINS drops 17%+ after hours — Pinterest shares plunged as much as 20% after hours Thursday as CEO Bill Ready said the company “absorbed an exogenous shock … | Eduardo Baptista / Reuters: |
ByteDance's new AI video generation model Seedance 2.0 goes viral in China, with one state-backed newspaper saying it is bigger than DeepSeek's “Sputnik moment” — ByteDance's new video-generating artificial intelligence model has already impressed the likes of Elon Musk and gone viral in China …
More: The Verge, PYMNTS.com, Fast Company, ByteDance Seed, Deadline, Implicator.ai, Tech in Asia, and Forbes
| MiniMax: |
MiniMax releases M2.5, claiming the model delivers on the “intelligence too cheap to meter” promise, priced at $0.30/1M input tokens and $1.20/1M output tokens — Today we're introducing our latest model, MiniMax-M2.5. — Extensively trained with reinforcement learning …
More: VentureBeat. X: @minimax_ai, @openhandsdev, @bytebot, @eliebakouch, @thdxr, @zephyr_z9, @skylermiao7, @adonis_singh, @fanjiewang, @scaling01, @minimax_ai, @minimaxagent, @askokara, @initjean, @chatgpt21, @openrouterai, @gneubig, @thdxr, @gneubig, @skylermiao7, @openhandsdev, @altryne, @synthwavedd, @askokara, @openhandsdev, @openhandsdev, and @itetnaa
Forums: Hacker News and r/LocalLLaMA
| Alexandra Alper / Reuters: |
Sources: the Trump administration has shelved tech security measures against China, including data center equipment curbs, ahead of a Trump-Xi meeting in April — The Trump administration has shelved a number of key tech security measures aimed at Beijing ahead of an April meeting between the two countries' presidents.| Lola Murti / CNBC: |
Cisco stock falls 12%+ as rising memory prices put pressure on the networking company's margins; it is the stock's worst day since 2022 — Cisco Systems shares plunged as much as 12% Thursday as rising memory prices put pressure on the networking company's margins. It's the stock's worst day since 2022.
More: Dow Jones Newswires, Yahoo Finance, and Barron's Online
Bluesky: @allcaps, @darinself.com, and @caseynewton
| Sean O'Kane / TechCrunch: |
Ever, which says it is the first “AI-native, full-stack” retail marketplace for electric vehicles, raised a $31M Series A led by Eclipse — If you want to buy or sell a used EV right now, what's the first step you'd take? — A startup called Ever wants to be the answer to that question.| 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 … | Taylor Soper / GeekWire: |
Highspot, which has raised $650M and makes AI-powered sales enablement software, plans to merge with rival Seismic; the combined company will be called Seismic — Seattle-based company Highspot plans to merge with Seismic in a deal that will combine two of the biggest players in sales and revenue enablement software.
More: Seattle Business Journal, Seismic, MarTech, and Win Win Podcast
| Dina Bass / Bloomberg: |
Applied Materials reports Q1 revenue down 2% YoY to $7.01B, vs. $6.86B est., and forecasts Q2 revenue above estimates; AMAT jumps 12%+ after hours — Applied Materials Inc. surged 10% in late trading after delivering a surprisingly upbeat sales forecast, signaling that demand …
More: Investing.com, Reuters, Proactive, Yahoo Finance, Wall Street Journal, Benzinga, and Applied Materials
| Chris Welch / Bloomberg: |
Sony launches the $330 WF-1000XM6 earbuds, with AI-powered beamforming mics for enhanced voice call clarity, improved ANC, and hands-free Gemini on Android — Sony Group Corp. introduced its latest pair of premium wireless earbuds, offering a retooled design and active noise cancellation …
More: Engadget, MacRumors, The Verge, Business Insider, CNET, Mashable, T3, ZDNET, iPhone in Canada, The Shortcut, PCMag, Gizmodo, How-To Geek, Forbes, Android Authority, Android Central, Digital Trends, 9to5Google, and Tom's Guide. X: @chriswelch
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