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February 1, 2026, 11:20 AM
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memeorandum
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| Wall Street Journal: |
Documents and sources: Abu Dhabi's Sheikh Tahnoon bin Zayed Al Nahyan backed a $500M investment for a 49% stake in WLF, four days before Trump's inauguration — $500 million investment for 49% of World Liberty came months before U.A.E. won access to tightly guarded American AI chips
More: The Block, Telegraph, Bloomberg, Bitcoin Insider, Raw Story, and Cointelegraph
X: @skesslr. Bluesky: @nicholasgrossman, @wendysiegelman, @socialmedialab.ca, @carlquintanilla, @thetnholler, and @anno1540
Mastodon: @wendysiegelman@mastodon … and @remixtures@tldr.nettime.org
Forums: r/ABoringDystopia, r/allinpodofficial, r/TrueReddit, and r/politics
| Zijing Wu / Financial Times: |
A look at China's “genius class” system, which picks ~100K gifted teens annually for elite science-focused schooling; its alumni span ByteDance, PDD, and more — About three years ago, Stacey Tang, a manager in a pharmaceuticals company in Beijing, received a peculiar phone call.| Connie Loizos / TechCrunch: |
Inside Physical Intelligence, a startup co-founded by Stripe veteran Lachy Groom that is building general-purpose robotics foundation models and has raised $1B+ — From the street, the only indication I've found Physical Intelligence's headquarters in San Francisco is a pi symbol that's … | Andrew Zucker / Wall Street Journal: |
A look at iOS 26's call-screening feature, which some compare to an executive assistant filter unwanted calls, as others complain it makes people hard to reach — Thanks to a new iPhone feature, everyone now has an executive assistant in their pocket to filter unwanted calls
More: Business Insider. X: @laurenshirsch, @evankirstel, @bensign, and @jshmuel. Bluesky: @katienotopoulos
| Reuters: |
India to exempt foreign companies from being taxed when providing equipment to their contract manufacturers in the country, a rule change Apple lobbied for — India's government on Sunday handed a major win to Apple (AAPL.O) by allowing foreign companies to provide machines …
More: Business Today and Reuters
| Matthew Gault / 404 Media: |
A researcher says an exposed Moltbook database could have let anyone take control of the site's AI agents and post anything; the database has since been secured — Moltbook is a “social media” site for AI agents that's captured the public's imagination over the last few days.
More: moltbook, Ars Technica, The Decoder, Implicator.ai, Cyber Security News, New York Post, Livemint, Simon Willison's Newsletter, and WinBuzzer
X: @theonejvo, @theonejvo, @theonejvo, @lea_kelbsch, @mattprd, @theonejvo, @theonejvo, @theonejvo, and @karpathy
LinkedIn: Jim Amos, Rico Komenda, Chris H., Paul McCarty, and Andrea Tessera
Bluesky: @jbakcoleman, @markriedl, @404media.co, @mjgault, and @jasonkoebler
Forums: r/OpenAI, r/singularity, and r/LocalLLaMA
| Matteo Wong / The Atlantic: |
Anthropic positions itself as the AI sector's superego, but it's caught between the pressures to be safe, fast, and rigorous while being commercially successful — These are not the words you want to hear when it comes to human extinction, but I was hearing them: “Things are moving uncomfortably fast.”| Trishla Ostwal / Adweek: |
OpenAI says it is asking select advertisers to commit $200K+ as it rolls out beta ads on ChatGPT; two sources say their companies were pitched lower amounts — OpenAI is asking select advertisers to commit at least $200,000 as it rolls out beta ads on ChatGPT, the company confirmed to ADWEEK.
More: BleepingComputer and TestingCatalog
| Nicole Fan / Rest of World: |
Chinese government funding is backing traditional Chinese medicine providers to adopt AI for drug discovery, clinical diagnostics, acupuncture robots, and more — With backing from the Chinese government, TCM practitioners are integrating AI tools to reach new consumers at home and abroad.| Debby Wu / Bloomberg: |
Jensen Huang says Nvidia's OpenAI investment will be “the largest investment we've ever made”, after a report said plans to invest $100B in OpenAI stalled — Nvidia Corp. Chief Executive Officer Jensen Huang said the company will be participating in OpenAI's latest funding round …
More: Spyglass, Reuters, The Economic Times, The Indian Express, Business Today, Hindustan Times, iClarified, Ace of Spades HQ, The Verge, Engadget, TechCrunch, The Decoder, Tom's Hardware, Benzinga, DigiTimes, Yahoo Finance, Bloomberg Law, Implicator.ai, Notebookcheck, Business Standard, Wall Street Journal, AsiaOne, and The Information
X: @midnight_captl, @mentoviax, @herbertong, @qthomp, @stocksavvyshay, and @stockmktnewz. Bluesky: @jessefelder. Forums: r/OpenAI
| Ann Cao / South China Morning Post: |
Sources: Alibaba has delivered more than 100K units of the Zhenwu 810E, an ASIC for AI training and inference, surpassing those of its domestic rival Cambricon — The milestone underscores Alibaba's growing footprint in AI hardware, as Chinese firms accelerate efforts to build home-grown processors| Coco Feng / South China Morning Post: |
Filing: Chinese AI chip designer Cambricon reports a $316M net profit in 2025, its first profitable year; rivals Moore Threads and MetaX narrowed their losses — Domestic A-share companies in the sector are forecast to achieve substantial growth in their 2025 results, according to Donghai Securities| Bloomberg: |
Nomura: total returns for software debt in collateralized loan obligations have been lower than all other sectors in 2026, amid fears about AI's impact on SaaS — Amid broad euphoria in credit markets, one type of debt is facing growing fear. — Software companies, larded up with debt … | Alan Boyle / GeekWire: |
Amazon asks the FCC for a 2-year extension until July 30, 2028, to deploy half of the 3,232 satellites for its Leo internet system, citing a rocket shortage — Amazon says it's been harder than expected to secure rides for its Amazon Leo broadband internet satellites, and now it's asking … Sponsor Posts
Subquadratic:
SubQ Snap 1.1: the first long-context decision model for real enterprise work — Tied for #1 on the AA Decision Index, Snap is a multimodal model with a 384k-token context window for fast reasoning and agentic decisions.
SubQ Snap 1.1: the first long-context decision model for real enterprise work — Tied for #1 on the AA Decision Index, Snap is a multimodal model with a 384k-token context window for fast reasoning and agentic decisions.
Zoho:
Labels that build themselves: Simplified Label Automation in Zoho Writer — Anyone who ships every day knows this feeling. Forty orders, each with a different number of items, and every item needs its own label.
Labels that build themselves: Simplified Label Automation in Zoho Writer — Anyone who ships every day knows this feeling. Forty orders, each with a different number of items, and every item needs its own label.
IDrive:
Protecting your Cloud Applications Data — Backing up Office 365, Google Workspace, Dropbox & Salesforce data is critical to preventing data loss or corruption, complying with laws and avoiding critical downtime in case of a disaster.
Protecting your Cloud Applications Data — Backing up Office 365, Google Workspace, Dropbox & Salesforce data is critical to preventing data loss or corruption, complying with laws and avoiding critical downtime in case of a disaster.
WebBrain:
WebBrain: an open-source AI agent for your browser — Read pages, fill forms and automate tasks in Chrome or Firefox. Use local models or your preferred AI provider. Get started free.
WebBrain: an open-source AI agent for your browser — Read pages, fill forms and automate tasks in Chrome or Firefox. Use local models or your preferred AI provider. Get started free.Featured Podcasts
Great Chat:
Would you let a robot do it?
A podcast mostly about tech. Brought to you weekly by Angela Du, Sally Shin, Mac Bohannon, Helen Min, and Ashley Mayer.
Subscribe to Great Chat.
Training Data:
Bringing Continual Learning to Every Company: Trajectory's Ronak Malde
Sequoia Capital partners host conversations with leading AI builders and researchers to develop a deeper understanding of the evolving technologies and their implications.
Subscribe to Training Data.
Big Technology Podcast:
Will the Democrats' Big Win Stop the AI Buildout? — With Teddy Schleifer
The Big Technology Podcast takes you behind the scenes in the tech world featuring interviews with plugged-in insiders and outside agitators.
Subscribe to Big Technology Podcast.
Machine Gods:
Crypto's Biggest Heist Ever + The Spy Who Loved Nvidia + Hacktober's Unsolved Mysteries
The official podcast of the singularity, from Casey Newton and Kevin Roose. Twice-weekly news, analysis, and interviews with the people who are building the future.
Subscribe to Machine Gods.
Channels with Peter Kafka:
Barry Diller on Big Bets, AI, and Knowing When to Walk Away
Media and tech aren't just intersecting - they're fully intertwined. To understand how those worlds work, Peter Kafka talks to industry leaders, upstarts and observers.
Subscribe to Channels with Peter Kafka.
Invest Like the Best:
Martin Casado on Frontier Model Economics, AI's Slowdown, and the Cursor Deal
The leading destination to learn about business and investing. We do this by showcasing exceptional talent and ideas.
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