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• Sources: online DTC luxury brand Quince is in talks to raise funding at a $10B+ valuation, up from $4.5B in July; its annualized revenue run rate has hit ~$2B (The Information)
• China's smartphone market is seeing one of its widest price hikes as memory chip crunch deepens; Meizu announces it will suspend developing new mobile hardware (Nikkei Asia)
• Google's TIG documented 90 zero-day vulnerabilities exploited in 2025, up from 78 in 2024; commercial spyware vendors and China-linked groups led the abuse (Jessica Lyons/The Register)
• US investors are pushing Asian fund managers to create special vehicles so they can invest in Asia while avoiding US investment restrictions on Chinese tech (Financial Times)
• The US' February jobs report shows the tech sector's post-2022 job losses are now outpacing past downturns in 2008 and 2020 (Business Insider)
• Alphabet gives Sundar Pichai a new three-year pay deal worth up to $692M, with stock incentives worth as much as $350M linked to the growth of Waymo and Wing (Stephen Morris/Financial Times)
• In a Twitter shareholder trial, former CEO Parag Agrawal and CFO Ned Segal disputed Musk's claims that they lied to him about the percentage of spam accounts (Bloomberg)
• A draft guidance from the US GSA tightens rules for civilian AI contracts to require AI companies to allow "any lawful" use by the government of their models (Financial Times)
• Sources: Kalshi and Polymarket are each eyeing valuations of ~$20B in fundraising talks; Kalshi was valued at $11B in December and Polymarket at $9B in October (Wall Street Journal)
• The Trump administration debuts its cyber strategy, outlining priorities including promoting offense operations, securing AI tech, and streamlining regulations (Tim Starks/CyberScoop)
• Sources: the US believes Chinese state-affiliated hackers breached an FBI computer network that holds information related to some domestic surveillance orders (Dustin Volz/Wall Street Journal)
• The Pentagon is right in trying to coerce Anthropic as AI may become a superweapon and nation-states must have a monopoly on the use of force (Noah Smith/Noahpinion)
• Sources: AI chipmaker Cerebras could raise ~$2B in its IPO as soon as April; it withdrew its previous IPO registration in October, nearly a year after filing (Bloomberg)
• IDC: India's PC market had its strongest year on record in 2025, with shipments up 10.2% YoY to 15.9M units; commercial buyers accounted for 52.9% of shipments (Jagmeet Singh/TechCrunch)
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• LG reveals pricing for its 2026 OLED TVs
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