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February 13, 2026, 10:55 AM
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New York Times:
Memo: Meta plans to add facial recognition to its smart glasses in 2026, saying the political tumult in the US would distract critics from the feature's release  —  In an internal memo last year, Meta said the political tumult in the United States would distract critics from the feature's release.
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.
Ashley Capoot / CNBC:
Anthropic says its run-rate revenue hit $14B, growing over 10x annually in each of the past three years, and Claude Code's run-rate revenue has grown to $2.5B+
Jennifer Pattison Tuohy / The Verge:
Amazon's Ring cancels its partnership with Flock Safety, which would have let law enforcement agencies request footage from Ring doorbell users, after backlash  —  After weeks of mounting pressure and a questionable Super Bowl ad, the Amazon-owned company has walked back its plan to integrate …
Jennifer Elias / CNBC:
Apple's stock fell 5% on February 12, its worst day since April 2025, following FTC scrutiny of Apple News and reports of delays to Siri's anticipated AI update  —  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.
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 …
Ashley Capoot / CNBC:
February investor memo: Cohere hit ~$240M in ARR in 2025, above its $200M target, with QoQ growth of 50%+ and gross margins averaging around 70% throughout 2025  —  Artificial intelligence startup Cohere has told investors that it's seeing momentum with enterprise customers, even as rivals like Google …
More: TechCrunch
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 …
Dina Bass / Bloomberg:
Applied Materials reports Q1 revenue down 2% YoY to $7.01B, vs. $6.86B est., net income up 71% YoY to $2B, and forecasts Q2 revenue above est.; AMAT jumps 10%+  —  Applied Materials Inc. shares surged to a record after the company delivered a surprisingly upbeat sales forecast …
Gene Maddaus / Variety:
The MPA urges ByteDance to curb its AI video model Seedance 2.0, saying the model “has engaged in unauthorized use of US copyrighted works on a massive scale”  —  The Motion Picture Association on Thursday denounced the newest AI video generator, Seedance 2.0 …
Evelyn Cheng / CNBC:
Baidu plans to let users access OpenClaw via its search app and integrate OpenClaw's capabilities into its e-commerce business and other services  —  BEIJING — Baidu plans to give users of its main smartphone app direct access to the wildly popular artificial intelligence tool OpenClaw …
More: Benzinga
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 …
André Beganski / Decrypt:
Coinbase reports Q4 revenue down 22% YoY to $1.78B, vs. $1.84B est., transaction revenue down 37% YoY to $983M, and a $667M loss, 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.
Kate Clark / Wall Street Journal:
Companies like Stripe, OpenAI, Anthropic, and SpaceX are letting workers cash out before their IPOs, a move once seen as taboo and lacking long-term commitment  —  Companies from Stripe to OpenAI, Anthropic, Databricks and SpaceX are increasingly giving employees the ability to sell some of their shares
Jonathan Vanian / CNBC:
Pinterest reports Q4 revenue up 14% YoY to $1.32B, vs. $1.33B est., MAUs up 12% YoY to 619M, vs. 613M est., and forecasts Q1 revenue below est.; PINS drops 20%+  —  Pinterest shares plunged as much as 20% after hours Thursday as CEO Bill Ready said the company “absorbed an exogenous shock …
Emanuel Maiberg / 404 Media:
The suspect believed to be behind the mass shooting in Tumbler Ridge, Canada made a Roblox game simulating a mall shooting; Roblox says it removed the account  —  Jesse Van Rootselaar, the 18-year-old suspected of killing eight people and injuring 25 in a mass shooting in a secondary school in Canada …
More: The Sun and Mirror
X: @realschlep.  Bluesky: @josephcox.  Mastodon: @404mediaco@mastodon.social.  Forums: r/Fauxmoi and r/canadian
David Gewirtz / ZDNET:
OpenAI debuts 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 ChatGPT Pro users  —  ZDNET's key takeaways  — OpenAI targets “conversational” coding, not slow batch-style agents.
Rachel Metz / Bloomberg:
OpenAI says GPT-5.3-Codex-Spark is its first AI model that runs on Cerebras chips, after they signed a $10B+ deal in January; Codex has 1M+ weekly active users

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From Mediagazer

Joe Flint / Wall Street Journal:
Sources: David Ellison has asked CNN CEO Mark Thompson to stay on after the WBD acquisition closes; Thompson's current deal extends into 2027

Raquel Coronell Uribe / NBC News:
The White House once again removes CNN from the press pool traveling with Trump; the judge's order only addressed access to White House grounds

Charlotte Tobitt / Press Gazette:
A US judge dismisses Penske Media's lawsuit against Google over traffic and revenue loss due to AI Overviews since Google never promised any traffic to Penske

More News

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
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

Earlier Picks

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
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”
Axios:
US DOJ antitrust chief Gail Slater says she is leaving, in a departure viewed as a victory for tech giants over some of MAGA's more populist voices
Joe Rossignol / MacRumors:
YouTube launches an app for the Apple Vision Pro, with standard videos, 180° and 360° videos, and YouTube Shorts; the M5-powered Vision Pro can play 8K videos
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