A Spiritual Statement
On February 3, Sam Altman told Forbes that OpenAI had "basically built AGI." Then he walked it back to "a spiritual statement, not a literal one." The same day, the Financial Times reported researchers were leaving because OpenAI prioritized product over research. The same day, market data showed ChatGPT's share fell from 69% to 45% in a year.
Paris prosecutors raid X's French offices and summon Elon Musk and Linda Yaccarino to appear at April hearings, in a probe into sexual deepfakes and more
Offices belonging to Elon Musk's social media platform, X, in France are being raided by the Paris prosecutor.
Nintendo reports Q3 revenue of ~$5.2B, below $5.45B est., a ~$1.03B net profit, vs. $950M est., and maintains its 19M Switch 2 sales forecast for fiscal 2026
Nintendo maintained its full-year Switch 2 sales forecast on Tuesday allaying some fears that the flagship console was losing momentum.
SpaceX acquires xAI; sources say the all-stock deal values the combined company at $1.25T, with SpaceX valued at $1T and xAI at $250B; xAI burns ~$1B per month
Elon Musk's SpaceX has acquired xAI, in a deal that encompasses the billionaire's increasingly costly ambitions to dominate artificial intelligence and space exploration.
PayPal names HP CEO Enrique Lores as CEO, replacing Alex Chriss on March 1, and reports Q4 revenue up 4% YoY to $8.68B, below estimates; PYPL closes down 20.3%
PayPal Holdings Inc. said Chief Executive Officer Alex Chriss will be replaced by HP Inc. CEO Enrique Lores after profit and revenue fell short of expectations.
OpenAI launches Codex for macOS, designed to be a command center for managing coding agents, and says GPT-5.2-Codex usage has nearly doubled since mid-December
ZDNET's key takeaways — OpenAI launches a Mac-only Codex app as an agent command center.
The US DOJ releasing emails between tech industry notables and Jeffrey Epstein kicks off a renewed flurry of acrimonious social posts and lurid news coverage
The Department of Justice has released more than 3 million documents and photos related to Jeffrey Epstein.
If assumptions hold, SpaceX-xAI could own a full stack of capabilities, from launch to orbital bandwidth to frontier AI models, and offer AI on demand anywhere
SpaceX has formally acquired another one of Elon Musk's companies, xAi, the space company announced on Monday afternoon.
Apple brings agentic coding to Xcode 26.3, allowing developers to use Anthropic's Claude Agent and OpenAI's Codex, and integrates support for MCP
Apple is bringing agentic coding to Xcode. On Tuesday, the company announced the release of Xcode 26.3, which will allow developers to use agentic tools …
Disney names Josh D'Amaro, head of its theme parks and consumer products division, as CEO, replacing Bob Iger, effective March 18; D'Amaro joined Disney in 1998
Dana Walden named president and chief creative officer of the company — The Walt Disney Co., after a more than two-year saga …
Sources: OpenAI is unsatisfied with some of Nvidia's latest AI chips for inference and has sought alternatives since 2025, such as from AMD, Cerebras, and Groq
OpenAI is unsatisfied with some of Nvidia's latest artificial intelligence chips, and it has sought alternatives since last year …
Notepad++ and security researchers say Chinese state-sponsored threat actors were likely behind the hijacking of its update traffic from June to December 2025
Chinese state-sponsored threat actors were likely behind the hijacking of Notepad++ update traffic last year that lasted for almost half a year …
Inside Elon Musk's bet to hook X users that turned Grok into a porn generator; sources say xAI's AI safety team was just two or three people for most of 2025
all in a bid to keep users engaged and away from the AI system's original purpose
Waymo raised $16B led by Sequoia, DST, and Dragoneer at a $126B valuation, plans an expansion across the US and into the UK in 2026, and makes 400K+ rides/week
Waymo, Alphabet Inc.'s autonomous driving unit, raised $16 billion at a $126 billion valuation, a funding round that reflects its rapid ascent as a robotaxi pioneer.
How WhatsApp's client-side E2EE, user-held backup keys, and past reverse engineering undercut claims in a class action lawsuit that Meta can read user chats
It's not every day that we see mainstream media get excited about encryption apps! For that reason, the past several days have been fascinating …
Sources: OpenAI is prioritizing ChatGPT over long-term research, prompting senior staff departures; Sora and DALL-E teams felt neglected and under resourced
Take-Two reports Q3 net bookings up 28% YoY to $1.76B, vs. $1.58B, net revenue up 25% to $1.7B, and raises its annual bookings forecast; TTWO up 5%+ after hours
“Grand Theft Auto” and “NBA 2K” maker Take-TwoTTWO $223.50 (-4.23%) reported results for its fiscal third quarter on Tuesday.
Wiz says Moltbook had a major flaw that exposed private messages, emails, and credentials; Wiz co-founder Ami Luttwak called the flaw a byproduct of vibe coding
A buzzy new social network where artificial intelligence-powered bots appear to swap code and gossip about their human owners …
AI agent social network Moltbook grew from 30K+ users on January 30 to 1.5M+ on February 2; researchers say some of the viral posts were likely human-scripted
Ordinary social networks face a constant onslaught of chatbots pretending to be human. A new social platform for AI agents …
Grindr is testing Edge, a subscription tier with AI-powered personalized matches and insights, no ads, and more, with prices ranging from $80 to $220 per week
- Grindr is testing a new AI subscription tier called “Edge.” The pilot prices are steep, ranging from $80 to $200 a week.
Bitcoin dived below the $73,000 mark on Tuesday, hitting its lowest price since November 2024 as heavy selling resumes amid mounting geopolitical concerns
Bitcoin performance over the past year.
A profile of Sam Altman, who says “we basically have built AGI, or very close to it” before dialing back his claim to “a spiritual statement, not a literal one”
As CEO of OpenAI, the 40-year-old billionaire unleashed ChatGPT, mainstreaming artificial intelligence and creating a $500 billion behemoth.
Crunchyroll raises its US prices by $2/month; the cheapest, $10/month tier gets its first price bump since 2019 and now offers offline downloads on one device
If you didn't secure a Crunchyroll subscription when it was on sale during Black Friday, we have some bad news, anime fans: The price has officially gone up.
Fitbit co-founders James Park and Eric Friedman unveil Luffu, a self-funded startup developing an AI-powered “family care system”, currently in private testing
After X updated Grok to ban sexual deepfakes of women, tests show Grok still undresses men on Grok's app, Grok's website, and X, rarely rejecting user requests
Elon Musk insists xAI's chatbot doesn't break the law, but it's still churning out nearly naked, sexualized images of men.
Nintendo says the Switch 1 sold 155.37M units from its March 2017 launch through December 2025, topping the DS' 154.02M units, becoming its best-selling console
Jess Weatherbed /The Verge:
Apptopia: ChatGPT's US market share fell from 69.1% to 45.3% between Jan. 2025 and Jan. 2026; Gemini rose from 14.7% to 25.1%, Grok rose from 1.6% to 15.2%
Google, Grok are gaining ground on ChatGPT as the chatbot market expands. — ∙ Paid — OpenAI's rivals are cutting into ChatGPT's lead.
Y Combinator says it will let founders receive their customary funding allotment, typically ~$500K, in Circle-issued USDC, starting with the Spring 2026 cohort
Responding to user feedback, Mozilla says Firefox users will be able to disable all AI features in its desktop browser, starting with Firefox 148 on February 24
Trump plans to launch Project Vault, a $12B critical minerals stockpile to minimize China reliance; 12+ companies, including Google, have agreed to participate
President Donald Trump formally announced plans to launch a $12 billion critical minerals stockpile, in his latest effort …
Sources: Alphabet plans a new complex in Bengaluru, India, which can accommodate up to 20K extra staff, amid US visa restrictions and proposed H-1B fee hikes
Alphabet Inc. is plotting to dramatically expand its presence in India, with the possibility of taking millions of square feet …
Microsoft launches the Publisher Content Marketplace in partnership with Condé Nast, Hearst, AP, and others, to let publishers license content to AI companies
Table of Contents — New marketplace lets publishers set terms, track usage, and get paid when AI systems ground answers in premium, licensed content.
AMD reports Q4 revenue up 34% YoY to $10.3B, Data Center revenue up 39% to $5.4B, forecasts Q1 revenue below the highest projections; AMD drops 5%+ after hours
Advanced Micro Devices Inc., the main challenger to Nvidia Corp. in the market for artificial intelligence processors …
Walmart hits a $1T market cap in intraday trading after a stock surge fueled in part by enthusiasm for its e-commerce growth and automation and AI investments
Retailer joins a select group of mostly tech companies with a 13-figure valuation — Retail behemoth Walmart hit a market capitalization …
Adobe says it will discontinue its 2D animation software Animate on March 1; enterprises will receive support until March 2029 and others will until March 2027
Sources: Telefónica and Liberty Global, the owners of Virgin Media O2, are set to lead a ~£2B acquisition of the UK's fourth-largest broadband network, Netomnia
Elon Musk's SpaceX-xAI merger further intermingles his companies, creates the world's most valuable private company, and provides a financial lifeline to xAI
SpaceX, the rocket and satellite maker led by Elon Musk, said on Monday it had acquired xAI, the artificial intelligence company controlled by Mr. Musk.
EA reports Q3 net bookings up 38% YoY to $3.05B, vs. $2.86B est., driven by strong sales of Battlefield 6, and net income of $88M, down from $293M a year ago
Electronic Arts (EA.O) beat expectations for third-quarter bookings on Tuesday, buoyed by strong sales of its new “Battlefield” …
Crypto.com launches prediction market platform OG ahead of the Super Bowl, following 40-fold WoW growth in its event contracts business over the past six months
The UK ICO launches a new investigation into X and xAI over “serious concerns” about Grok's data use and “its potential to produce harmful sexualized” content
Financial Times:NEW
Epic reports third-party game revenue on the Epic Games Store up 57% YoY in 2025 to $400M, total spend up 6% to $1.16B, and total player hours down 14% to 6.65B
Sources: HP CEO Enrique Lores leaving to become PayPal CEO blindsided HP, whose board rushed to launch a CEO search process; Lores had worked for HP since 1989
Rohan Goswami /Semafor:NEW
Super Micro reports Q2 net sales up 123% to $12.7B, vs. $10.43B est., and expects Q3 net sales above estimates; SMCI jumps 5%+ after hours
The AI server company just released its fiscal Q2 results. — Super Micro ComputerSMCI $31.26 (0.20%) just released its fiscal Q2 results:
Lotus Health, which uses AI to offer free, 24/7 primary care in 50 languages, raised a $35M Series A led by CRV and Kleiner Perkins, taking its funding to $41M
A growing number of people are asking OpenAI's ChatGPT and other LLMs about their health, often discovering that the chatbots provide remarkably useful medical insights.
At the Cisco AI Summit, Intel CEO Lip-Bu Tan says the company plans to build GPUs and has already hired a chief GPU architect
Intel (INTC.O) CEO Lip-Bu Tan on Tuesday said the company plans to build graphics processing units (GPUs), the category of chip popularized by Nvidia (NVDA.O).
LexisNexis-owner Relx, Thomson Reuters, and other media and financial stocks fell 10%+ after Anthropic launched Claude Cowork tools that automate legal work
Shares in LexisNexis owner Relx fall 15% after new tools for Claude Cowork unveiled — Billions of pounds were wiped off the value …
Email to current and former X and xAI employees: xAI shares will be converted into 0.1433 shares of SpaceX stock, and employees will have the option to cash out
The merger puts Elon Musk's rocket and artificial-intelligence companies under one roof — Elon Musk said SpaceX acquired xAI …
Oracle says the Nvidia-OpenAI deal has “zero impact” on its financial relationship with OpenAI and it is “highly confident in OpenAI's ability to raise funds”
The NVIDIA-OpenAI deal has zero impact on our financial relationship with OpenAI. We remain highly confident in OpenAI's ability to raise funds and meet its commitments.
Match reports Q4 revenue up 2% YoY to $878M, vs. $871M est., net income up 32% YoY to $210M, paying users down 5% to 13.8M; MTCH jumps 7%+ after hours
Match Group Inc. posted fourth-quarter results that broadly beat expectations, an early sign that its turnaround strategy is resonating with younger daters.
Palantir reports Q4 revenue up 70% YoY to $1.41B, above $1.33B est., and forecasts Q1 and FY 2026 revenue well above estimates; PLTR jumps ~5%
Sources: China's top memory chipmakers, CXMT and YMTC, plan their biggest expansions yet, as a global supply crunch lets them close the gap with market leaders
Sources: Texas Instruments is in advanced talks to buy chip designer Silicon Laboratories for ~$7B, a premium to Silicon Labs' market cap of $4.4B as of Tuesday
Deal for wireless chip specialist is likely to be valued at about $7bn — Texas Instruments is in advanced talks …
Day AI, which is developing an AI-powered CRM service that can automate data entry, meeting prep, note-taking, and more, raised a $20M Series A led by Sequoia
Q&A with Docusign CEO Allan Thygesen on Docusign growing to just under 7,000 employees, its Intelligent Agreement Management system, AI hallucinations, and more
Tomorrow.io raised $175M at a $1B+ valuation to deploy an AI-driven LEO satellite network for weather forecasting, bringing its total funding to ~$500M
DeepSky constellation aims to replace aging government infrastructure and close global forecasting gaps.
Uber rolls out its service in the Chinese gambling hub of Macau, its first new entry to an Asian market in years; Uber sold its China business to Didi in 2016
Uber Technologies Inc. is rolling out its ride hailing service in the Chinese gambling hub of Macau, expanding into a new Asian market for the first time in years.
Ares Interactive, which makes cross-platform, free-to-play games with plans for a new baseball game in 2026, raised a $70M Series A led by General Catalyst
Company president Mike DeLaet discusses how the ambitious company aims to scale, potential acquisitions and the opportunities for Baseball Hits 26
Skyryse, which plans to integrate its flight automation OS, SkyOS, in Black Hawk helicopters and other aircraft, raised a $300M+ Series C at a $1.15B valuation
Skyryse, an El Segundo, California-based aviation automation startup, has raised more than $300 million in a Series C investment …
Staff memo: xAI says xAI and SpaceX will maintain their separate branding for now and the joint venture is continuing to prepare for a “possible IPO in 2026”
Grace Kay /Business Insider:
A profile of Brazilian neobank Nubank, which aims to enter the US market within 18 months, growing its 120M+ customers; analysts expect $2.9B in 2025 net income
Michael Pooler in São Paulo — In the race to become the west's most valuable digital bank, Revolut has competition.
Seattle-based Overland AI, which builds off-road robots and autonomous vehicles for the US military, raised $100M led by 8VC, taking its total funding to $142M
The Seattle-based defense firm Overland AI Inc. has raised $100 million in new funding to help accelerate the use of robots …