
Meta's $135B AI Bet: Why Wall Street Cheered +9%
Meta will spend up to $135 billion in AI capex in 2026, an 87% increase over 2025. Q4 results crushed estimates while Reality Labs continues hemorrhaging billions in losses.
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Meta will spend up to $135 billion in AI capex in 2026, an 87% increase over 2025. Q4 results crushed estimates while Reality Labs continues hemorrhaging billions in losses.

Apple will unveil the new Gemini-powered Siri in February via iOS 26.4. Here are the 7 confirmed features, compatible devices (iPhone 15 Pro minimum), the $1B Google deal, and what it means for your privacy.

Google launched Personal Intelligence, a feature connecting Gemini to your Gmail, Photos, YouTube, Calendar and more. We analyze discovered vulnerabilities, privacy criticisms, and how to enable or disable it step by step.

Notion 3.2 launches its AI agent on mobile, multi-model selection with GPT-5.2, Claude Opus 4.5 and Gemini 3, and performance improvements of up to 27% on Windows. Full review with benchmarks and pricing comparison.

MIT named AI-assisted coding a breakthrough technology of 2026. Cursor hit a $29.3B valuation. Windsurf was split between Google and Cognition after a $3 billion drama. And Zed, built in Rust, is free and runs at 120 FPS. We analyze the 3 AI code editors every developer should know about.

Meta launches independent premium subscriptions for WhatsApp, Instagram, and Facebook. WhatsApp gets advertising for the first time in its history. The subscription removes it. Here's what's included, what it'll cost, and whether it's worth it.

ShinyHunters breached Crunchbase stealing over 2 million records containing personal data, signed contracts, and corporate documents. The breach exposes the entire startup ecosystem to massive impersonation attacks.

Microsoft reported record $81.3B revenue but shares dropped 12%. The software sector officially enters bear market territory. Analysis of what happened and what it means for businesses and users.

Enterprise software inflation reaches 12.2% annually (5x general inflation) with 1,800+ price changes among top 500 SaaS providers in 2025. Credit-based models multiply while organizations face 20-30% increases when hidden fees are included.

Singapore's sovereign wealth fund GIC just invested $270 million in Notion alongside Sequoia and Index Ventures, valuing the company at $11 billion. With 100 million users and over 50% of revenue coming from AI, the data suggests an IPO is imminent. Here's my full analysis of the deal, the comparables, and what it means for the productivity market.

On January 27, 2026, a $4.8 billion Chinese startup launched Kimi K2.5 and the AI world turned upside down. An open source model that outperforms ChatGPT on the hardest benchmarks, can coordinate 100 sub-agents simultaneously, and is nearly free. Here's what it is, how it works, and why you should care.

NVIDIA just paid $20 billion for Groq, the startup that created a chip capable of running AI models 10 times faster than traditional GPUs. Groq's founder, who dropped out of high school and created Google's TPUs as a 20% side project, now works for Jensen Huang. Here's what an LPU is and why this changes everything.