Techmeme
February 17, 2026, 7:35 AM

Top News

Hannah Murphy / Financial Times:
The Economic Times:
Sources: top VC firms in India like Khosla and Accel are set to commit investments from $300M to $500M each to India's AI ecosystem at the AI Impact Summit  —  Top venture capital firms in India are set to invest $300-500 million each into the country's AI ecosystem, covering infrastructure …
Urvi Dugar / Reuters:
Kosaku Narioka / Wall Street Journal:
Tripti Lahiri / Wall Street Journal:
Chance Miller / 9to5Mac:
Apple debuts iOS 26.4 beta 1 for developers, adding limited support for encrypted RCS messages, enhancements to Apple Music, and a Smart List for Reminders  —  iOS 26.4 beta 1 is now available in beta for developers.  The update includes a ton of new features and changes for iPhone users.
Todd Spangler / Variety:
Jay Peters / The Verge:
Valve says the Steam Deck OLED may be “intermittently” out of stock due to memory and storage shortages; it has been out of stock in the US for a few days  —  The PC gaming handheld has been out of stock in the US for a few days. … Valve has updated the Steam Deck OLED website …
Manus:
Manus launches Manus Agents, allowing users to access Manus directly inside messaging apps, starting with Telegram and coming soon to other platforms  —  Today, we're introducing Manus Agents — a new way to access and use Manus directly inside your messaging apps.  Telegram is the first supported channel.
Nicolas Bustamante / @nicbstme:
How LLMs are dismantling the moats that made vertical SaaS defensible, and why the market selloff is structurally justified but temporally exaggerated  —  In the past few weeks, nearly $1 trillion was wiped from software and services stocks.  FactSet dropped from a $20B peak to under $8B.
Katrina Manson / Bloomberg:
Sources: SpaceX and xAI are competing in a $100M DoD contest to make voice-controlled, autonomous drone swarms; OpenAI is helping Applied Intuition's submission  —  Elon Musk's SpaceX and wholly owned subsidiary xAI are competing in a secretive new Pentagon contest to produce voice-controlled …
Axios:
Samuel Stolton / Bloomberg:
The European Commission opens a full DSA investigation into Shein over sales of child-like sex dolls that “could constitute child sexual abuse material”  —  Shein risks hefty European Union penalties after regulators opened a full-scale probe into sales of child-like sex dolls on the Chinese e-commerce platform.
Michael O'Boyle / Bloomberg:
Mexico-based online used car dealer Kavak raised $300M led by a16z, the first Latin American deal for a16z's Growth fund, after raising $700M in September 2021  —  Mexico-based online used car dealer Kavak raised $300 million in an equity round led by Andreessen Horowitz, according to the startup's chief executive officer.
Caroline Hyde / Bloomberg:
Josh Kushner's Thrive raised $10B, its 10th fund and the firm's largest ever; sources say Thrive distributed just 64% of all capital raised during the 2021 peak  —  The backer of OpenAI, Stripe, SpaceX and Skims says it's taking “ride-or-die” approach to investing.

Sponsor Posts

Command Line:
Bringing local models and sandboxed tools to Windows and GitHub Copilot  —  GitHub Copilot will soon determine when a task is best handled by on-device AI and when it needs cloud-scale models.
Will Reed:
The best sales leaders aren't job hunting.  Here's how to reach them without months of cold outreach.  —  Our team came from Box, Square, and Brex, so we already know the GTM leaders worth meeting.
Zoho:
Zoho Books now supports CT600 & Final Accounts Filing as an add-on in the FREE plan  —  Managing end-of-year filing for limited companies in the UK is often expensive and multi-layered.
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.

Featured Podcasts

Sources:
Qualcomm's CEO on the coming AI phone supercycle
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.
The Upstarts Podcast:
Bringing Back Mammoths And Building Noah's Ark 2.0 | Colossal's Ben Lamm
Veteran tech reporter Alex Konrad sits down with breakout entrepreneurs taking on the status quo to shake up their fields in AI, design, nuclear energy, space, and more.
Subscribe to The Upstarts Podcast.
Great Chat:
The launch industrial complex
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.
Big Technology Podcast:
Can AI Keep Growing Exponentially? Let's Ask SemiAnalysis — With Dylan Patel and Jordan Nanos
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:
Larry Ellison's Media Ambitions & Kevin Roose on AI's Biggest Gamble
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.
Training Data:
Google's AI Infrastructure Chief, Amin Vahdat, on the Physics & Economics of Frontier AI
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.
 

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