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Techmeme - 2026-02-12T17:20:42-05:00

Coinbase reports Q4 revenue down 22% YoY to $1.78B, vs. $1.84B est., transaction revenue down 37% to $983M, a net loss of $667M, vs. a $1.3B profit in Q4 2024 (André Beganski/Decrypt) - 2026-02-12T17:20:01-05:00

Didero, which provides an agentic AI layer that integrates with ERP systems to automate supply chains, raised a $30M Series A co-led by Chemistry and Headline (Marina Temkin/TechCrunch) - 2026-02-12T16:50:01-05:00

Instacart reports Q4 revenue up 12% YoY to $992M vs. $974M est., gross transaction value up 14% to $9.85B, gives strong Q1 guidance; CART jumps 14%+ after hours (Samantha Subin/CNBC) - 2026-02-12T16:45:01-05:00

Roku reports Q4 revenue up 16% YoY to $1.39B, vs. $1.35B est., and an $80.5M net income, vs. a $35.5M loss in Q4 2024; ROKU jumps 9%+ after hours (Lucas Manfredi/The Wrap) - 2026-02-12T16:40:05-05:00

Airbnb reports Q4 revenue up 12% YoY to $2.78B, vs. $2.72B est., Nights and Seats Booked up 10% to 121.9M, and forecasts Q1 revenue above estimates (Ashley Capoot/CNBC) - 2026-02-12T16:30:01-05:00

Pinterest reports Q4 revenue up 14% YoY to $1.32B, vs. $1.33B est., MAUs up 12% to 619M, and forecasts Q1 revenue below estimates; PINS drops 17%+ after hours (Jonathan Vanian/CNBC) - 2026-02-12T16:27:11-05:00

Highspot, which has raised $650M and makes AI-powered sales enablement software, plans to merge with rival Seismic; the combined company will be called Seismic (Taylor Soper/GeekWire) - 2026-02-12T16:15:02-05:00

IBM says it plans to triple entry-level hiring in the US in 2026 "for all these jobs that we're being told AI can do" (Jo Constantz/Bloomberg) - 2026-02-12T16:00:46-05:00

Cisco stock falls 12%+ as rising memory prices put pressure on the networking company's margins; it is the stock's worst day since 2022 (Lola Murti/CNBC) - 2026-02-12T15:45:00-05:00

Anthropic's latest funding round includes part of the $15B commitment from Microsoft and Nvidia in 2025; sources say the remainder was several times subscribed (George Hammond/Financial Times) - 2026-02-12T15:20:02-05:00

An interview with OpenAI president Greg Brockman on donating $50M to AI and pro-Trump super PACs, why such donations serve a larger AI mission, and more (Maxwell Zeff/Wired) - 2026-02-12T15:10:01-05:00

Ever, which says it is the first "AI-native, full-stack" retail marketplace for electric vehicles, raised a $31M Series A led by Eclipse (Sean O'Kane/TechCrunch) - 2026-02-12T14:35:02-05:00

Anthropic says its run-rate revenue hit $14B, growing over 10x annually in the past three years, and Claude Code's run-rate revenue hit $2.5B (Ashley Capoot/CNBC) - 2026-02-12T14:25:04-05:00

Anthropic raised a $30B Series G led by GIC and Coatue and co-led by D. E. Shaw, Dragoneer, Founders Fund, Iconiq, and MGX at a $380B post-money valuation (Anthropic) - 2026-02-12T14:12:31-05:00

Spotify says AI is helping it speed up coding and product velocity and its best developers "have not written a single line of code since December" (Sarah Perez/TechCrunch) - 2026-02-12T14:00:34-05:00