Techmeme
February 17, 2026, 6:15 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:
Apple says it will bring “advanced video capabilities” to Apple Podcasts this spring, including allowing users to switch between watching and listening to shows  —  Apple Podcasts is finally giving video a full embrace.  —  The tech giant, which pioneered the podcast audio format …
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 …
Robbie Whelan / Wall Street Journal:
Micron, which has undertaken a $200B US expansion, says it can currently meet about 50% to 66% of demand for some key customers, as AI drives memory chip demand  —  For decades, memory chips were low-margin commodity products.  Now the industry can't make enough to satisfy data centers' hunger.
More: Motley Fool
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:
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.

Sponsor Posts

Command Line:
Azure Content Understanding: Building on lessons from a decade of Document Intelligence  —  What a decade of teaching machines to read real-world documents taught us about what LLMs can and can't do.
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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

Lenny's Podcast:
Why every company now needs to think and operate like a lab team | Josh Woodward (Google Labs, Gemini, AI Studio)
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.
Big Technology Podcast:
Meta & Microsoft's Claude Slowdown, His Agent Leaked His Banking Info, Don't Bully Your AI
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.
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.
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.
 

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