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Google unveils WAXAL, a new open speech dataset for 21 African languages to ease speech technology development; African institutions own the dataset (Damilare Dosunmu/Rest of World)
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 (Bloomberg)
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 (New York Times)
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 (Arjun Kharpal/CNBC)
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 (Financial Times)
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 (Jonathan Weil/Wall Street Journal)
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 (Yoolim Lee/Bloomberg)
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%+ (Kai Nicol-Schwarz/CNBC)
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 (Steve Yegge)
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 (Theo Wayt/The Information)
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 (Eugene Kim/Business Insider)
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 (Edward Ludlow/Bloomberg)
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 (Juro Osawa/The Information)
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 (Kevin Collier/NBC News)
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 (Theodore Schleifer/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 (New York Times)
Elon Musk announces an xAI reorganization that "required parting ways with some people", after two xAI co-founders announced they were leaving this week (Lora Kolodny/CNBC)
xAI will be organized into four core areas: Grok's chatbot and voice products, Coding, Imagine, and Macrohard, which will build digital agents to run companies (Carmen Arroyo/Bloomberg)
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 (CoinDesk)
AppLovin reports Q4 revenue up 66% YoY to $1.66B, vs. $1.61B est., and forecasts Q1 revenue and adjusted EBITDA above estimates; APP drops 6%+ after hours (Luke Kawa/Sherwood News)

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