Techmeme RSS Feed

Techmeme - 2026-02-05T20:35:43-05:00

Affirm reports Q2 revenue up 30% YoY to $1.12B, vs. $1.06B est., GMV up 36% to $13.8B, and forecasts Q3 revenue slightly above est.; AFRM drops 6%+ after hours (Reinhardt Krause/Investor's Business ...) - 2026-02-05T20:35:02-05:00

Interviews with Anthropic executives and other tech industry leaders and engineers about Claude Code's success, which some say has been a long time coming (Hayden Field/The Verge) - 2026-02-05T20:10:02-05:00

Strategy reports Q4 net loss grew to $12.4B from $671M a year earlier, as BTC trades below its ~$76K average purchase price; MSTR is down 68% in the past year (Vicky Ge Huang/Wall Street Journal) - 2026-02-05T19:05:01-05:00

Sources: Apple wound down plans for an AI-based virtual health coach in recent weeks; Eddy Cue has told colleagues that Apple needs to move faster in health (Mark Gurman/Bloomberg) - 2026-02-05T18:25:01-05:00

Roblox reports Q4 bookings up 63% YoY to $2.2B vs. $2.05B est., DAUs up 69% to 144M, and forecasts FY 2026 bookings above estimates; RBLX jumps 8%+ after hours (Zaheer Kachwala/Reuters) - 2026-02-05T17:40:00-05:00

Amazon reports Q4 ad revenue up 23% YoY to $21.32B, slightly above expectations, and subscription services revenue up 14% to $13.12B (Todd Spangler/Variety) - 2026-02-05T16:55:00-05:00

Reddit reports Q4 revenue up 70% YoY to $726M, vs. $665M est., DAUq up 19% to 121.4M, above est., forecasts Q1 revenue above est., announces a $1B share buyback (Jonathan Vanian/CNBC) - 2026-02-05T16:35:01-05:00

Amazon projects its 2026 capex to hit $200B, above $146.6B est. and up from $131B in 2025, and reports Q4 AWS revenue up 24% YoY to $35.6B, above $34.9B est. (Annie Palmer/CNBC) - 2026-02-05T16:21:42-05:00

Amazon reports Q4 revenue up 14% YoY to $213.39B, vs. $211.33B est., EPS of $1.95, vs. $1.97 est., and net income up 6% to $21.19B; AMZN drops 11%+ after hours (Amazon) - 2026-02-05T16:03:41-05:00

Anthropic details how it used 16 parallel Claude Opus 4.6 agents to build a Rust-based 100,000-line C compiler, incurring ~$20K in API costs over 2,000 sessions (Anthropic) - 2026-02-05T15:35:03-05:00

How Anthropic's ruthless efficiency comes in part from its mission-obsessed culture, which eliminates the friction that tends to slow things down at Big Tech (Parmy Olson/Bloomberg) - 2026-02-05T15:20:01-05:00

Why this is the worst crypto winter ever: AI crowds out crypto for mindshare and power grid access, crypto is mainstream, gold beats BTC as a safe haven, more (Bloomberg) - 2026-02-05T14:55:01-05:00

Tim Cook told Apple staff at an all-hands that he's "deeply distraught" with the US' current approach to immigration and he will press the issue with lawmakers (Mark Gurman/Bloomberg) - 2026-02-05T14:40:03-05:00

YC adds Canada back to its accepted countries of incorporation list, saying the initial decision was due to its top Canadian companies reincorporating in the US (Alex Riehl/BetaKit) - 2026-02-05T13:55:04-05:00

Anthropic says it found Opus 4.6 "brings more focus to the most challenging parts of a task without being told to" and "thinks more deeply and more carefully" (Anthropic) - 2026-02-05T13:15:01-05:00