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Techmeme

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Amazon stock fell for the ninth straight day on Friday, its longest losing streak since 2006, opening at $244.98 on Feb. 3 and closing at $198.79 on Feb. 13 (Rani Molla/Sherwood News)
Dealroom and NATO Innovation Fund: European defense, security, and resilience startup funding rose 55% YoY to a record $8.7B in 2025, with AI accounting for 44% (Ingrid Lunden/Resilience Media)
ByteDance launches Doubao 2.0, an "agent era" upgrade of China's most widely used AI app capable of executing multi-step tasks, ahead of the Lunar New Year (Eduardo Baptista/Reuters)
Current and former senior employees say AWS is undergoing a strategic shake-up amid fears it is losing ground to competitors in securing corporate AI contracts (Rafe Rosner-Uddin/Financial Times)
A deep dive into a global money-laundering ecosystem powered by crypto and messaging apps like WeChat and Telegram, used by drug cartels and criminal groups (Jessica Brice/Bloomberg)
Sources: OpenAI is charging $60 per 1,000 impressions for ads in ChatGPT, a high price similar to Netflix's rate when it introduced ads (Financial Times)
India partners with Alibaba.com to help Indian startups and small businesses reach overseas buyers, highlighting its selective engagement with Chinese platforms (Jagmeet Singh/TechCrunch)
Sources: TSMC plans to invest another $100B to build four more US fabs to ensure tariff-free chip sales; analysis: its Arizona site has land for four more fabs (Financial Times)
BNP Paribas analysis: Anthropic saw visits to its site jump 6.5% after its Super Bowl ad and DAUs jump 11% post-game, outperforming other AI companies (Samantha Subin/CNBC)
Disney sent a cease-and-desist letter to ByteDance, claiming it infringed on Disney's works to train its Seedance 2.0 video generation model without pay (Sara Fischer/Axios)
A matplotlib maintainer explains how an AI agent that suggests code changes on open source repos wrote a hit piece on him after a rejection, and the aftermath (Scott Shambaugh/The Shamblog)
Sources: the US DHS recently sent hundreds of administrative subpoenas, which do not need a judge's approval, to tech firms to identify people critical of ICE (New York Times)
SoftBank-owned Japanese payments app PayPay files for a US IPO, and reports a $675.47M profit on ~$1.82B revenue for the nine months ending December 31, 2025 (Arasu Kannagi Basil/Reuters)
Anthropic adds Chris Liddell, a former Microsoft and GM exec who helped GM IPO and worked in Trump's first administration, to its board ahead of a potential IPO (Kate Clark/Wall Street Journal)
As OpenAI retires GPT-4o, some users say they are angry and grieving to lose the flirty, quirky companion (Alaina Demopoulos/The Guardian)
Sources: Binance in late 2025 fired employees who claimed to have uncovered evidence that Iran received $1B+ through Binance between March 2024 and August 2025 (Fortune)
Sources: the US FTC accelerated a probe into whether Microsoft illegally monopolized the enterprise computing market with its cloud software and AI offerings (Bloomberg)
The US DoD published and then deleted a document adding Alibaba, Baidu, and BYD to a list of companies with alleged connections to the Chinese military (Demetri Sevastopulo/Financial Times)
PitchBook estimates that 25%+ of VC-backed unicorns have become "undercorns," startups once valued at $1B or more by VCs but now valued below that threshold (Dan Primack/Axios)
Q&A with Dario Amodei on getting close to "a country of geniuses in a data center", how AI will diffuse through the economy, frontier lab profits, China, more (Dwarkesh Patel/Dwarkesh Podcast)

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