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February 8, 2026, 4:10 AM
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memeorandum
WeSmirchTop News
| Rani Molla / Sherwood News: |
Apple, whose capital expenditure is just a fraction of its peers, is the only Big Tech company that saw capex decline YoY in Q4, decreasing 19% to $2.37B — One of these companies is not like the others. — If you've been following the Big Tech companies' earnings reports …
More: Wall Street Journal, Financial Times, CNBC, Fortune, The Register, Yahoo Finance, The Irish Times, Bloomberg, and Reuters
X: @ranimolla and @patrickmcgee_
Bluesky: @sambiddle.com, @parismarx.com, and @sherwood.news
Forums: r/BlackboxAI_, r/Economics, and r/technology
| Martin Peers / The Information: |
This year's projected capex ramp-up will all but wipe out free cash flow for Amazon, Google, and Meta, potentially forcing stock buyback cuts or more borrowing — Big tech's dramatic ramp-up in projected capital expenditures this year will all but wipe out free cash flow for Amazon, Google and Meta Platforms.| Steve Yegge: |
After talking with ~40 people at Anthropic, a look at its “Yes, and...” culture where every idea is welcomed and judged based on vibes, like a hive mind — As you've probably noticed, something is happening over at Anthropic. They are a spaceship that is beginning to take off.
X: @buccocapital, @buccocapital, @yacinemtb, and @teortaxestex
| Simon Willison / Simon Willison's Weblog: |
Anthropic rolls out a fast mode for Claude Opus 4.6 in research preview, saying it offers the same model quality 2.5 times faster but costs six times more — Opus is usually $5/million input and $25/million output. The new fast mode is $30/million input and $150/million output!
More: Claude and The GitHub Blog
X: @claudeai, @zoink, @claudeai, @alexalbert__, @adocomplete, @yuchenj_uw, @cursor_ai, @edzitron, @claudeai, @zephyr_z9, @cursor_ai, @github, @github, @lovable, @udiwertheimer, @_catwu, @dylan522p, @windsurf, @deanwball, @deanwball, @mikeyk, @cerebras, @bcherny, @jeffwsurf, @bcherny, and @figma. LinkedIn: Christian Ryan
Forums: Hacker News and r/ClaudeAI
| Christopher Mims / Wall Street Journal: |
A look at Corning's booming fiber-optic business, boosted by data center demand and a $6B Meta deal, as Nvidia explores Corning's co-packaged optics for servers — Everyone told the company to sell its unprofitable fiber-optic business. Now that division is powering its stock to all-time highs.
More: Insider Monkey and Barron's Online
| Bloomberg: |
Tether froze $544M in alleged illicit income at Turkey's request, part of its push to aid governments in crackdowns against crypto use in alleged crimes — On Jan. 30, Turkish authorities announced the freezing of more than half a billion dollars in assets owned by Veysel Sahin …
More: DL News, Bitcoinist.com, BeInCrypto, CryptoNinjas, The Crypto Times, and Cointelegraph
| Financial Times: |
Analysts say a design refresh for the iPhone 17 lineup has reinforced Apple's status-symbol appeal in China, with the “cosmic orange” Pro model going viral — Vivid redesign and social media buzz lure Chinese buyers back after a prolonged slump| Naga Avan-Nomayo / The Block: |
Chinese regulators reiterate the mainland crypto ban and expand enforcement to cover real-world asset tokenization and offshore yuan-pegged stablecoin issuance — Quick Take — Beijing authorities have explicitly widened the net to target real-world asset tokenization …
More: Reuters, CryptoNinjas, BeInCrypto, Bitcoin Insider, Coinpedia Fintech News, Cryptonews, Tech in Asia, Cointelegraph, Crypto Briefing, Bitcoin Insider, crypto.news, Wu Blockchain, Decrypt, Blockonomi, The Business Times, Bitcoin Insider, NewsBTC, Tom's Hardware, Nikkei Asia, CoinDesk, and The Crypto Times
| Rohit Singh / MediaNama: |
X unveils a new pay-per-use pricing model for its API, replacing the earlier pricing model that required developers to pay fixed monthly fees of $200 or $5,000 — X has launched a new pay-per-use pricing model for its developer application programming interface (API), replacing … | Jagmeet Singh / TechCrunch: |
India's updated startup framework doubles deep-tech startup eligibility to 20 years and triples the revenue cap for tax, grant, and regulatory benefits to ~$33M — Deep tech startups in sectors such as space, semiconductors, and biotech take far longer to mature than conventional ventures.
More: India Press Information Bureau and VCCircle
| Nilesh Christopher / Los Angeles Times: |
A profile of Ali Ansari, the 25-year-old co-founder of micro1, which recruits human experts to train AI systems; micro1 was last valued at $500M in Sept. 2025 — - 8 min Click here to listen to this article — The man set to become one of the world's youngest artificial intelligence billionaires started …
LinkedIn: Nilesh Christopher
| David Yaffe-Bellany / New York Times: |
Trump-linked World Liberty Financial's stablecoin, USD1, hit $5B in total circulation in January with 85% held in Binance accounts; Trump pardoned CZ in October — Ties between the exchange and the president's company, World Liberty Financial, have only strengthened since the president pardoned Binance's founder, Changpeng Zhao.
More: Wall Street Journal, Gizmodo, CryptoPotato, and The Crypto Basic
| Financial Times: |
DOJ-released emails: Jeffrey Epstein helped Ian Osborne, founder of London-based fund Hedosophia, after Osborne's outreach to help Epstein fix his image in 2011 — Convicted sex offender helped establish tech fund Hedosophia after Osborne offered to help clean up Epstein's image
More: Protos. X: @csfraudanalysis, @jrghaddar, and @itzsuds
Bluesky: @oilsheppard and @robertscotthorton
| Hyunjoo Jin / Reuters: |
South Korean cryptocurrency exchange Bithumb says it accidentally sent $44B worth of bitcoin to customers as promotional rewards and has recovered 99.7% of it — South Korean cryptocurrency exchange Bithumb said on Saturday it had accidentally given away more than $40 billion worth of bitcoins …
More: Web3 is Going Just Great, The Korea Times, Tom's Hardware, The Korea Herald, The Information, ABC, Hackread, Benzinga, Blockchain.News, CoinGape, Bitcoinist.com, Gulf News, Bloomberg, Oman Observer, Tech in Asia, The Korea Herald, The Asia Business Daily, CoinDesk, Blockonomi, The Chosun Daily, Protos, Gizmodo, The Defiant, Decrypt, Bitcoin Magazine, BeInCrypto, The Block, crypto.news, Crypto Briefing, and Coinpedia Fintech News
Forums: r/anime_titties and r/wallstreetbets
| Oliver Roeder / Financial Times: |
An interview with Kalshi CEO Tarek Mansour about the “wisdom of the crowd”, political polarization, having Trump Jr. as an adviser, casino comparisons, and more — The co-founder of America's biggest predictions market on the ‘wisdom of the crowd’, political polarisation — and the company's adviser, Donald Trump JrSponsor Posts
Subquadratic:
Subquadratic: the LLM built for 12M-token reasoning — SubQ can reason across entire codebases and document sets in one pass with no RAG workarounds. Read how SubQ 1.1 Small holds near-perfect retrieval out to 12M tokens.
Subquadratic: the LLM built for 12M-token reasoning — SubQ can reason across entire codebases and document sets in one pass with no RAG workarounds. Read how SubQ 1.1 Small holds near-perfect retrieval out to 12M tokens.
Cloudflare:
Cloudflare Connect 2026: The Agentic Conference — Stop preparing for agents. Start running them. 100+ sessions, workshops, and speakers from OpenAI, Arm, and Cloudflare across AI, security, and performance.
Cloudflare Connect 2026: The Agentic Conference — Stop preparing for agents. Start running them. 100+ sessions, workshops, and speakers from OpenAI, Arm, and Cloudflare across AI, security, and performance.
Zoho:
The 90-day recognition cliff: Why praise programs fade, and what keeps them alive — Recognition programs often start with enthusiasm. Employees participate, managers share shoutouts, and teams have a new way to celebrate achievements.
The 90-day recognition cliff: Why praise programs fade, and what keeps them alive — Recognition programs often start with enthusiasm. Employees participate, managers share shoutouts, and teams have a new way to celebrate achievements.
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.Featured Podcasts
Big Technology Podcast:
SAP CEO: AI Won't Kill Software, But It Will Change Your Job — With Christian Klein
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.
Channels with Peter Kafka:
David Ellison's Paramount-Warner Empire & The Fight That Comes Next
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.
Sources:
Factory CEO on why AGI is already here
Candid conversations with the leaders shaping what's next in AI and the broader tech industry. Hosted by Alex Heath, who has covered Silicon Valley for more than a decade.
Subscribe to Sources.
Invest Like the Best:
Noah Shinn - Building Instinct: The Personal Agent
The leading destination to learn about business and investing. We do this by showcasing exceptional talent and ideas.
Subscribe to Invest Like the Best.
Lenny's Podcast:
The grief, loneliness, and burnout sweeping through the tech industry right now | Molly Graham
Interviews with world-class product leaders and growth experts to uncover actionable advice to help you build, launch, and grow your own product.
Subscribe to Lenny's Podcast.
Great Chat:
Doomers at Dreamforce
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.
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