Techmeme
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Leaked January presentation: Coatue estimated that Anthropic would lose $14B in EBITDA on $18B in revenue in 2026 and reach a $1.995T valuation in 2030 (Eric Newcomer/Newcomer)
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Alibaba releases its Qwen3.5-Omni omnimodal LLM with support for 10+ hours of audio input, saying the Plus variant surpasses Gemini 3.1 Pro on audio benchmarks (Qwen)
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Levels.fyi: median base-salary offers for US software engineers at VC-backed startups have risen 25% to $200K since 2022; total compensation has risen just 18% (Katherine Bindley/Wall Street Journal)
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Gurman: Apple pulls Apple Intelligence in China, after accidentally launching it in the country; there is no imminent launch as Apple has no regulatory approval (Ryan Christoffel/9to5Mac)
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Sources: US prosecutors are exploring whether some prediction market bets, including on the capture of Nicolás Maduro, violated insider trading and other laws (Kara Scannell/CNN)
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Meta is testing an Instagram Plus subscription in a few countries, offering features including anonymous Story viewing and extended 48-hour Story durations (Aisha Malik/TechCrunch)
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Quinnipiac poll: 55% of Americans say AI will do more harm than good in their day-to-day lives, and 65% oppose building data centers in their community (Emily Birnbaum/Bloomberg)
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Fermi shares drop 12%+ after the data center real estate company reported a $486M YTD net loss, amid concerns over a lack of a tenant for its Texas data center (Financial Times)
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Tel Aviv-based Sett, which builds AI agents to automate game marketing, raised a $30M Series B led by Greenfield Partners, bringing its total funding to $57M (Meir Orbach/CTech)
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Valinor, which aims to use smart contracts to replace manual lending processes in the private credit industry, raised a $25M seed led by Castle Island Ventures (Ben Weiss/Fortune)
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Sources: E*Trade is in talks to lead SpaceX IPO share sale to retail investors; Robinhood and SoFi have pitched for roles but SpaceX is mulling cutting them out (Reuters)
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State of AI safety: as capabilities grow and models can monitor other models, issues like adversarial robustness persist and society is still not ready for AI (Boaz Barak/Windows On Theory)
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Match Group agrees to settle an FTC lawsuit claiming it illegally shared user data from the OkCupid app with facial recognition tech company Clarifai in 2014 (Jonathan Stempel/Reuters)
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A Delaware judge reassigns Elon Musk cases over "disproportionate media attention" after allegations she "liked" a LinkedIn post celebrating a Musk legal defeat (Sujeet Indap/Financial Times)
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Sycamore, founded by former Atlassian CTO Sri Viswanath to let enterprises build, deploy, and monitor AI agents, raised a $65M seed led by Coatue and Lightspeed (Lucinda Shen/Axios)