• Amazon stock fell for the ninth straight day on Friday, its longest losing streak since 2006, opening at $244.98 on Feb. 3 and closing at $198.79 on Feb. 13 (Rani Molla/Sherwood News)
• Admin official: Pentagon may sever Anthropic relationship over AI safeguards; Anthropic says only mass surveillance and fully autonomous weapons are off limits (Axios)
• India approves a $1.1B state-backed VC fund to finance high-risk areas like AI and advanced manufacturing, doubling down on an effort that debuted in 2016 (Jagmeet Singh/TechCrunch)
• Analysis: despite investing $150B+ in 10+ years, China is expected to produce 2% of global AI chips in 2026 and 70x less memory storage than foreign chipmakers (Meaghan Tobin/New York Times)
• A deep dive into a global money-laundering ecosystem powered by crypto and messaging apps like WeChat and Telegram, used by drug cartels and criminal groups (Jessica Brice/Bloomberg)
• Current and former senior employees say AWS is undergoing a strategic shake-up amid fears it is losing ground to competitors in securing corporate AI contracts (Rafe Rosner-Uddin/Financial Times)
• ByteDance launches Doubao 2.0, an "agent era" upgrade of China's most widely used AI app capable of executing multi-step tasks, ahead of the Lunar New Year (Eduardo Baptista/Reuters)
• Dealroom and NATO Innovation Fund: European defense, security, and resilience startup funding rose 55% YoY to a record $8.7B in 2025, with AI accounting for 44% (Ingrid Lunden/Resilience Media)
• BNP Paribas analysis: Anthropic saw visits to its site jump 6.5% after its Super Bowl ad and DAUs jump 11% post-game, outperforming other AI companies (Samantha Subin/CNBC)
• Sources: TSMC plans to invest another $100B to build four more US fabs to ensure tariff-free chip sales; analysis: its Arizona site has land for four more fabs (Financial Times)
• India partners with Alibaba.com to help Indian startups and small businesses reach overseas buyers, highlighting its selective engagement with Chinese platforms (Jagmeet Singh/TechCrunch)
• Sources: OpenAI is charging $60 per 1,000 impressions for ads in ChatGPT, a high price similar to Netflix's rate when it introduced ads (Financial Times)
• SoftBank-owned Japanese payments app PayPay files for a US IPO, and reports a $675.47M profit on ~$1.82B revenue for the nine months ending December 31, 2025 (Arasu Kannagi Basil/Reuters)
• Sources: the US DHS recently sent hundreds of administrative subpoenas, which do not need a judge's approval, to tech firms to identify people critical of ICE (New York Times)
• A matplotlib maintainer explains how an AI agent that suggests code changes on open source repos wrote a hit piece on him after a rejection, and the aftermath (Scott Shambaugh/The Shamblog)
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