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Techmeme - 2026-02-17T02:35:40-05:00

How LLMs are dismantling the moats that made vertical SaaS defensible, and why the market selloff is structurally justified but temporally exaggerated (Nicolas Bustamante/@nicbstme) - 2026-02-17T02:35:01-05:00

Indian IT giant Infosys partners with Anthropic to develop AI services for telecom, with plans to expand to finance, manufacturing, and software development (Kosaku Narioka/Wall Street Journal) - 2026-02-17T01:50:01-05:00

Top AI researchers argue that AI is now more useful for mathematics thanks to the latest "reasoning" models, as math becomes a key way to test AI progress (Melissa Heikkilä/Financial Times) - 2026-02-17T01:40:00-05:00

Micron, which has undertaken a $200B US expansion, says it can currently meet about 50%-66% of demand for some key customers, as AI drives memory chip demand (Robbie Whelan/Wall Street Journal) - 2026-02-17T01:20:01-05:00

Sources: US healthcare manufacturer Danaher is nearing a deal to buy medtech company Masimo for ~$10B; Masimo is in an IP dispute with Apple over Apple Watch (Financial Times) - 2026-02-17T01:10:01-05:00

Sources: Moonshot, the Chinese startup behind Kimi chatbot, is targeting a $10B valuation in a funding round expansion after securing $500M at a $4.3B valuation (Bloomberg) - 2026-02-17T01:05:00-05:00

UK software firm Pinewood's stock fell ~31% on Feb. 16 after Apax Partners withdrew its £575M takeover offer, citing "prevailing challenging market conditions" (Alexandra Heal/Financial Times) - 2026-02-17T00:50:02-05:00

Sources: top VC firms operating in India are expected to commit investments ranging from $300M to $500M each to India's AI ecosystem at the AI Impact Summit (The Economic Times) - 2026-02-16T22:50:00-05:00

Valve says the Steam Deck OLED may be "intermittently" out of stock due to memory and storage shortages; it has been out of stock in the US for a few days (Jay Peters/The Verge) - 2026-02-16T22:40:00-05:00

Sony says it has developed tech to identify copyrighted music in AI-generated songs, aiming to help rights holders receive compensation if their music was used (Rei Nakafuji/Nikkei Asia) - 2026-02-16T21:55:01-05:00

Micron introduces the first mass-produced PCIe 6.0 SSDs, with read speeds up to 28GB/s, double that of PCIe 5.0 SSDs, optimized for AI/data center deployments (Aaron Klotz/Tom's Hardware) - 2026-02-16T21:15:01-05:00

Letter and sources: Starboard plans to nominate a majority slate to Tripadvisor's board; Starboard holds a 9% stake, and TRIP has dropped ~46% in the past year (Ben Glickman/Wall Street Journal) - 2026-02-16T21:00:58-05:00

Nifty IT Index, which tracks Indian IT stocks, has slumped about 15% so far in February on worries about AI and is on track for its worst month since March 2020 (Bloomberg) - 2026-02-16T20:15:01-05:00

Ireland's DPC says it has opened a "large-scale" inquiry into X over the creation and publication of "potentially harmful" sexualized images by Grok (Hannah Murphy/Financial Times) - 2026-02-16T19:10:01-05:00

Manus launches Manus Agents, allowing users to access Manus directly inside messaging apps, starting with Telegram and coming soon to other platforms (Manus) - 2026-02-16T18:10:01-05:00