Techmeme
February 17, 2026, 2:25 PM

Top News

Mark Gurman / Bloomberg:
Sources: Apple ramps up work on AI wearables with cameras and Siri, including smart glasses, AirPods, and a pendant that can be worn as a necklace or pinned  —  Apple Inc. is accelerating development of three new wearable devices as part of a shift toward artificial intelligence-powered hardware …
Anthropic:
Anthropic launches Claude Sonnet 4.6 with improvements in coding, consistency, and more, for Free and Pro users; it features a 1M token context window in beta  —  Claude Sonnet 4.6 is our most capable Sonnet model yet.  It's a full upgrade of the model's skills across coding, computer use …
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.
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.
Jay Peters / The Verge:
Nathan Bomey / Axios:
CFTC Chair Mike Selig says the commission will file friend-of-the-court briefs to defend its exclusive jurisdiction over prediction markets amid state lawsuits  —  The Commodity Futures Trading Commission is launching a legal campaign to defend its regulatory turf on prediction markets …
Hannah Murphy / Financial Times:
Macarena Munoz Montijano / Bloomberg:
Spanish PM Pedro Sanchez says he asked the country's prosecutor office to investigate X, TikTok, and Meta over the alleged “creation and dissemination” of CSAM  —  Spanish Prime Minister Pedro Sanchez said he is using special public-interest powers to ask the country's prosecutor office …
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.
Reshmi Basu / Bloomberg:
Some private software companies including McAfee released earnings early to reassure investors worried about an AI-linked selloff, dubbed the “SaaSpocalypse”  —  A handful of software firms including McAfee have released their earnings ahead of schedule in a bid to convince lenders …
Caroline Hyde / Bloomberg:
Josh Kushner's Thrive raised $10B+ for its tenth and largest fund, lifting its AUM to ~$50B; sources: it distributed 64% of capital raised during the 2021 peak  —  The backer of OpenAI, Stripe, SpaceX and Skims says it's taking “ride-or-die” approach to investing.
Pierre Paulden / Bloomberg:
Palantir moves its HQ from Denver to Miami, as the city's leadership aims to turn it into the next Silicon Valley, with backing of billionaires like Ken Griffin  —  Palantir Technologies Inc. said it's moved its headquarters to Miami from Denver as more tech firms seek to base themselves …
Chris Metinko / Axios:
Braintrust, which helps companies evaluate and monitor their AI tools' performance, raised an $80M Series B led by Iconiq at an $800M post-money valuation  —  Braintrust, a startup building AI observability and evaluation tools, raised an $80 million Series B led by Iconiq …

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Zoho:
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Earlier Picks

Urvi Dugar / Reuters:
Manus:
Chance Miller / 9to5Mac: