Citrini’s Substack Post Sent the Market Into a Panic – DTNS 5212

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Show Notes

Global Stocks Slide as Markets React to New Economic Data
Global Markets Update: Investors Weigh Economic Risks
Citrini Research: 2028 Global Investment Cycle Outlook
Meta Could End Up Owning Up to 10% of AMD in New Chip Deal
Meta and AMD Agree to AI Chips Deal Worth More Than $100 Billion
Meta May Trade AI Chips for Shares in Latest AMD Deal
Apple Plans to Manufacture Mac Mini in Houston
Apple Is Moving Some Mac Mini Production Back to the US
Inside Apple’s Push to Build an All-American Chip
Anthropic Launches Enterprise AI Agents With Finance and Engineering Plugins
Anthropic Links AI Agent With Tools for Investment Banking and HR
IBM Shares Dive as Anthropic Targets COBOL Modernization
Anthropic and OpenAI Say China Firms Used Distillation Techniques
Anthropic Accuses Chinese Companies of Siphoning Data From Claude
Panasonic Will No Longer Manufacture Its Own TVs
ASML Breakthrough in EUV Chipmaking Could Boost Speed by 50% by 2030
Discord Cuts Ties With Peter Thiel
DJI Takes FCC Drone Ban Fight to Appeals Court
Telegram Founder Pavel Durov Reportedly Under Criminal Investigation in Russia
WhatsApp Is Finally Working on Scheduled Messages
Honor Magic V6’s Massive Battery Nearly Confirmed
Google Messages Brings Encrypted RCS to iPhone
Google Messages Adds Find Hub Location Feature
UK Fines Reddit $19 Million for Misusing Children’s Data
ProducerAI Joins Google Labs to Boost Music Creation Tools
Scientists Create the Smallest QR Code Inside Bacteria
Iowa Farmers Lead the Fight for Right to Repair
Video: Shared OneDrive File

Apple to Some Move Mac Mini Production to Houston Facility – DTH

DTH-6-150x150Panasonic Hands Over Global TV Business to China’s Skyworth, Meta Strikes Major Deal with AMD for Instinct GPUs, and Discord Ends UK Age Verification Test Amid Privacy Concerns.

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Show Notes

Apple to Build Mac Mini in Houston

Apple is shifting some production of its Mac Mini desktop computer from Asia to a facility in Houston, with manufacturing slated to start later this year. This decision is part of a recent U.S. investment following a $600 billion commitment made last August, despite ongoing uncertainty about U.S. tariffs. The Houston facility is also being expanded to include a new training center, which is projected to create thousands of jobs, though Apple has a history of inconsistent follow-through on investment promises.

Read More: Reuters


Panasonic Hands Off TV Production to Skyworth

Panasonic is drastically reducing its commitment to its TV business by handing over the global manufacturing, marketing, and selling of Panasonic-branded TVs, including in the US and Europe, to the Chinese company Skyworth. Skyworth, a top TV brand, will manage sales and logistics, while Panasonic will offer expertise, quality assurance, and jointly develop high-end OLED models. This move is the culmination of Panasonic’s decade-long scaling back of its TV operations and mirrors a larger trend of Japanese companies leaving the TV market as South Korean and Chinese manufacturers gain dominance.

Read More: Ars Technica


Meta Strikes GPU Deal With AMD

Meta has entered a major deal with AMD to purchase up to six gigawatts of Instinct GPUs. The agreement includes an equity component, potentially granting Meta up to a 10 percent stake in AMD (up to 160 million shares) upon meeting GPU shipment milestones, starting in the second half of 2026. This deal also extends their existing EPYC CPU collaboration and reflects a broader industry effort by major AI companies to reduce reliance on NVIDIA for chip supply, though analysts warn that such closely linked deals carry risks if AI market demand slows.

Read More: Engadget


Meta Plans Stablecoin Comeback

Meta is planning a renewed effort to enter the stablecoin market by the end of the year. Instead of launching its own currency, as it did with the failed Libra/Diem project, Meta will integrate a dollar-pegged stablecoin through a third-party firm. This move is intended to reduce traditional banking fees and advance Meta’s position in “social commerce” and cross-border payments, allowing the company to proceed with less direct regulatory scrutiny.

Read More: CoinDesk


Discord Drops Persona Age Verification in UK

Discord has dropped its limited UK age verification test with provider Persona due to user privacy concerns and backlash, specifically regarding face scans and exposed code referencing facial recognition. Discord removed Persona mentions and now uses k-ID, which partners with Veratad for facial age estimation and ID scanning. Discord assures users that face scan data stays on the device and IDs are immediately deleted after confirmation. Users whose age isn’t determined with “high confidence” will default to a “teen” experience unless they complete a verification process involving a face scan or photo ID.

Read More: The Verge


DoD Eyes Grok for Classified Systems

The US Department of Defense (DoD) is reportedly planning to adopt Grok AI for its classified systems after a dispute with Anthropic, which refused the Pentagon’s request to use its Claude model for “all lawful purposes,” including mass surveillance and autonomous weapons. Although officials consider Grok less advanced than Claude, xAI agreed to the DoD’s terms. This move follows previous controversy over Grok’s output of offensive rhetoric. The DoD is also negotiating deals with OpenAI and Gemini, which it considers comparable to Anthropic’s technology.

Read More: Yahoo News


Anthropic Accuses Chinese AI Labs of Claude Distillation

Anthropic has accused three Chinese AI firms, DeepSeek, Moonshot, and MiniMax, of using approximately 24,000 fraudulent accounts and over 16 million exchanges in “industrial-scale campaigns” to conduct “distillation attacks” on its Claude chatbot. Anthropic claims the companies illicitly extracted Claude’s capabilities to train their own AI models, which involves less powerful models learning from advanced ones, and was detected through IP correlation and other infrastructure indicators. Anthropic plans to upgrade its system to prevent these attacks, while the company itself is simultaneously facing a lawsuit from music publishers over the alleged use of copyrighted songs to train Claude.

Read More: Engadget


DJI Challenges FCC Import Ban

Chinese drone manufacturer DJI is challenging the Federal Communications Commission’s (FCC) decision to ban the import of all its new drone models and critical components, as well as those from other foreign drone companies like Autel, by filing a lawsuit in the U.S. Court of Appeals for the 9th Circuit. DJI claims the December ruling “carelessly restricts” its business and denies U.S. customers access to its latest technology, as it prevents companies from getting FCC approval for new models and components, though existing versions can still be sold.

Read More: Reuters


WhatsApp Working on Scheduled Messages

WhatsApp is finally developing a long-awaited scheduled messages feature, a capability already available on platforms like Telegram and iMessage. References to a “Scheduled Messages” menu were found in a recent TestFlight beta by WABetaInfo, although the feature is not yet functional for beta testers. The new function will eventually be rolled out to select beta testers for feedback before an official release.

Read More: 9to5Mac

Does the Head of Xbox Need to Be a Gamer? – DTNS 5211

We analyze the departure of Phil Spencer and his replacement, the person who helped Instacart IPO. Plus, a solid-state battery gets closer to safer 5-minute EV charging.

Starring Tom Merritt, Rob Dunewood, and Andy Beach.

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Show Notes

Uber announces Uber Autonomous Solutions – DTH

DTH-6-150x150Uber announces Uber Autonomous Solutions available for AV partners, OpenAI creates a “Frontier Alliances” with four major consulting firms, and Firefox will end support for Windows 7, 8, and 8.1 at the end of February.

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Show Notes

Ride-hailing company Uber announced Uber Autonomous Solutions, offering a suite of services to robotaxi partners to help manage infrastructure, fleet operations, and user experience. The infrastructure solutions includes training data from Uber’s fleet of test vehicles and help with mapping data, fleet assistance services can provide access to a real-time view of every vehicle, and user experience services offers help designing in-car software. Uber Autonomous Solutions are aimed at AV companies like Wayve, WeRide, Nuro, and others without the deep cash backing companies like Waymo and Tesla have available for their own services.

Source: The Verge

On Monday, OpenAI announced a multi-year partnership with four consulting firms called “Frontier Alliances”, with Accenture, Boston Consulting Group, Capgemini, and McKinsey & Co. Earlier in February OpenAI announced Frontier as its enterprise platform, an intelligence layer for organizations to unite internal data and systems and for better management, deployment, and building of AI agents. Capgemini’s chief strategy and development officer Fernando Alvarez says OpenAI’s Frontier Alliances will help roll out its technology at scale. OpenAI CFO Sarah Friar told CNBC earlier this year that enterprise accounts for ~40% of OpenAI’s business, expecting to rise to 50% by the end of 2026.

Source: CNBC

Turkey’s data protection watchdog opened a review over how six major social media platforms process children’s personal data. The Personal Data Protection Board will review TikTok, Instagram, Facebook, YouTube, X and Discord’s data processing steps and any safeguards in place to protect children. The Justice and Development Party (AKP) will submit a draft “family package” bill introducing rules for social media accounts like identity verification and age restrictions. Children under 15 will be banned from opening accounts and restrictions would be introduced for all users under 18. The draft reportedly also contains a provision authorizing rapid takedowns of ‘illegal content’ without a court order.

Source: Turkish Minute

On Saturday, Germany passed a motion to ban social media for users under 14 and implement digital verification checks for teenagers. Christian Democratic Union’s Chancellor Friedrich Merz also called for fines against platforms failing to enforce limits and a European Union harmonization of age standards. This move continues a trend after last year’s Australian ban on social media access for children, with reviews on bans also ongoing in Spain, Greece, France and Britain.

Source: Reuters

In advance of Samsung’s Galaxy Unpacked event on February 25th, Samsung announced another addition to the support of multiple AI agents in Galaxy AI with Perplexity being added as an option for the upcoming S26 series. The wakeup phrase will be “Hey Plex”. The announcement states the Perplexity AI agent will work with Samsung Notes, Clock, Gallery, Reminder, and Calendar, as well as “select third-party apps”, though no specific details on which apps are available at this time.

Source: Engadget

The UK’s regulatory and competition authority, the Office of Communications (Ofcom), fined porn company 8579 LLC £1.35m over the failure to introduce and enforce proper age verification measures on its websites under the Online Safety Act (OSA), with an additional fine of £50,000 for not responding to Ofcom’s probe. Ofcom also ordered 8579 LLC to provide a complete list of sites it operates, imposing an ongoing daily fine of £250 if it does not comply, capping after 60 days. The Online Safety Act, which came into effect in July 2025, requires pornography providers to check the age of all of visitors from within the UK.

Source: BBC

Firefox will end support for Windows 7, 8, and 8.1 at the end of February. Critical security updates are currently available through Extended Support Release (ESR), though regular support stopped back in January 2023. Mozilla notes that most browsers, like Microsoft Edge and Google Chrome, had already discontinued support for those older operating systems, and states Windows 10 support will continue “for the foreseeable future”. In the announcement Mozilla also states “If your current hardware can’t handle Windows 10 or higher for some reason, you can switch to a Linux-based operating system. The vast majority of Linux distributions come with Firefox as the default browser.”

Source: PC Gamer

El éxodo de xAI – NTX 446

Perros robots en estadios, Phil Spencer deja Microsoft, y hablemos de las salidas de xAI

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Temas:

-Perros Robots como apoyo de seguridad en el Mundial
-Phil Spencer sale de Microsoft
-Amazon supera a Walmart en ingresos
-WhatsApp introduce el historial de mensajes de grupo
-Sale talento de xAI

Análisis: Cuando tu tus objetivos no se alinean con la compañía

Puedes apoyar a Noticias de Tecnología Express directamente en Patreon.
Gracias a todos los que nos apoyan. Sin ustedes, nada de esto sería posible.
Muchas gracias a Dan Lueders por la música.

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Show Notes
Para leer las notas del episodio en una ventana aparte, ¡haz click aquí!

Microsoft Gaming Chief Phil Spencer Retires After 38 Years – DTH

DTH-6-150x150The U.S. government launches “Tech Corps”, Anthropic launches Claude Code Security, Amazon surpasses Walmart as world’s largest company.

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Show Notes

Microsoft Gaming Shakeup

Phil Spencer is retiring after 38 years at Microsoft, with Asha Sharma set to lead gaming and report to Satya Nadella. Sharma, a former Instacart executive, joined Microsoft in 2024 and recently led product in Core AI. Her focus will be recommitting to console gaming while integrating AI. Xbox President Sarah Bond has also resigned, and Xbox Game Studios head Matt Booty now reports to Sharma as chief content officer.

Source: CNBC, IGN

U.S. Launches “Tech Corps”

The U.S. government is creating a Peace Corps-style “Tech Corps” to send STEM-trained volunteers abroad for 1–2 years to promote American AI in sectors like health care, agriculture, and education. U.S. companies like OpenAI and Anthropic dominate advanced enterprise AI, while Chinese models from Alibaba, Minimax, and Moonshot remain popular in developing countries due to lower costs and local adaptability.

Source: Rest of World

Threads Adds Instagram Story Sharing

Meta’s Threads now lets users share posts directly to Instagram Stories. Since launching in 2023, Threads has grown to over 400 million monthly and 150 million daily users, surpassing X in daily mobile usage, though X still leads on the web.

Source: TechCrunch

OpenAI Staff Debated Warning Authorities Before Canadian Shooting

About a dozen OpenAI employees considered alerting Canadian police in June after a user described gun violence scenarios in ChatGPT. Management suspended the account, concluding it wasn’t a credible threat. Months later, the user committed a school shooting in Tumbler Ridge, BC, killing eight and injuring 25. OpenAI contacted authorities post-attack and is cooperating with investigations.

Source: Wall Street Journal

Tesla Must Pay $243 Million for 2019 Autopilot Crash

A federal judge rejected Tesla’s attempt to overturn a $243 million jury verdict over a fatal 2019 Autopilot crash in Florida. Tesla was found 33% liable, with $43 million in compensatory and $200 million in punitive damages. Tesla had previously declined a $60 million settlement and plans to appeal.

Source: Electrek

Anthropic Launches Claude Code Security

Anthropic introduced Claude Code Security, which scans codebases for vulnerabilities, reasons through code like a security researcher, and suggests fixes with severity and confidence ratings. The tool is in limited research preview for Enterprise and Team customers, with free access for some open source projects.

Source: PCMag

Microsoft Deletes Blog Encouraging AI Training on Harry Potter Books

Microsoft removed a 2024 blog that suggested developers train AI on a Kaggle dataset of all seven Harry Potter books, mistakenly marked as public domain. The blog showed how to create Q&A systems and fan fiction using Claude AI. Microsoft could face secondary liability, though fair use arguments exist.

Source: Ars Technica

Amazon Becomes World’s Largest Company by Revenue

Amazon surpassed Walmart with $717 billion in 2025 sales versus Walmart’s $713.2 billion, marking a milestone for the e-commerce and cloud computing giant.

Source: Bloomberg

Google Partners with Sea Ltd on AI for E-Commerce and Gaming

Google and Sea Ltd, owner of Shopee and Garena, are collaborating to develop AI tools for e-commerce and gaming. They plan an AI “agentic shopping prototype” for Shopee and will use Google AI to enhance Garena’s game development.

Source: Reuters

Why Meta is Moving its VR World to Your Phone – DTNS 5210

Plus, one more email to explain to managers what coding tools are good for and why you shouldn’t have random usage goals.

Starring Tom Merritt, Huyen Tue Dao, and Andy Beach

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Show Notes

https://www.ft.com/content/071d5503-b3dc-46bc-bc55-28f92dbdd42a
https://www.wired.com/story/openclaw-banned-by-tech-companies-as-security-concerns-mount/
https://www.engadget.com/ar-vr/metas-metaverse-is-going-mobile-first-233030532.html
https://developers.meta.com/horizon/blog/2026-vr-state-of-the-union-horizon-mobile-focus/

Samsung reveals Bixby reboot with device controls, AI, arrives in One UI 8.5 [Gallery]


https://www.ft.com/content/00c282de-ed14-4acd-a948-bc8d6bdb339d

Microsoft’s research argues AI media authentication doesn’t work reliably, yet new laws assume it does

Apple and Jon Prosser coordinating deposition in iOS 26 leak case

OpenAI says 18- to 24-year-olds account for nearly 50% of ChatGPT usage in India


https://www.france24.com/en/technology/20260220-us-totally-rejects-global-ai-governance-white-house-adviser-tells-india-summit

WhatsApp launches one of its most requested features for groups


https://www.bloomberg.com/news/articles/2026-02-20/ex-google-engineers-charged-with-stealing-phone-processor-tech
https://www.engadget.com/gaming/la-county-lawsuit-accuses-roblox-of-exposing-children-to-grooming-and-exploitation-124523028.html

Google says its AI systems helped deter Play Store malware in 2025

At a critical moment, Snap loses a top Specs exec


https://www.theinformation.com/articles/inside-openai-team-developing-ai-devices
https://www.wired.com/story/perplexity-ads-shift-search-google/

YouTube’s Conversational AI Tool Expands to Smart TVs and Consoles – DTH

DTH-6-150x150

New Pentagon Cybersecurity Rules Spur Small Defense Suppliers to Quit Military Work, Major Tech Companies Ban Experimental Agentic AI Tool, OpenClaw, and Iranian Nationals Indicted for Trade Secret Theft from Google and Other Tech Companies.

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Show Notes

YouTube Expands Conversational AI to TVs

YouTube is expanding its experimental conversational AI tool to smart TVs, gaming consoles, and streaming devices. This feature allows users to ask questions about a video without pausing it, accessible via a new on-screen “Ask” button and the remote’s microphone. This move capitalizes on the high volume of YouTube big-screen viewing and enhances competition with rivals like Amazon’s Alexa and Roku’s AI assistants. This fits into YouTube’s broader AI initiatives, including comment summaries and search carousels.

Read More


New U.S. Defense Cybersecurity Rules Create Barriers

New U.S. Defense Department cybersecurity rules (CMMC), launched last November, are prompting small defense suppliers to consider leaving military work due to high compliance costs and confusing requirements. The new regulations aim to protect sensitive unclassified information, but the lack of clarity on what data is truly sensitive is forcing contractors to impose strict compliance standards even on suppliers who may not handle critical data. Companies face months-long waits for the stricter Level 2 audits, which are expected to begin around November. This situation risks slowing down production, despite the administration’s push for increased output.

Read More


Tech Companies Ban OpenClaw Over Security Concerns

Tech companies like Meta, Valere, and others are implementing internal bans on the experimental agentic AI tool, OpenClaw, due to concerns about its unpredictability, potential for privacy breaches, and ability to take control of user computers. Valere initially prohibited the software, with Valere’s CEO citing risks to client data and GitHub codebases, though Valere later allowed a research team to study it in isolation. While some companies rely on existing security, others, like Massive, are cautiously moving to monetize the technology by integrating it into a commercial service called ClawPod.

Read More


Three Engineers Indicted in Google Trade Secret Case

A federal grand jury indicted three Silicon Valley engineers: Samaneh Ghandali, Soroor Ghandali, and Mohammadjavad Khosravi, identified as Iranian nationals, for conspiracy and theft of trade secrets from Google and other tech companies. The engineers, two of whom worked at Google, are accused of exploiting their positions to steal hundreds of confidential files, including processor security data, and transferring the sensitive information to Iran. Google detected the theft through security monitoring and referred the case to law enforcement, which alleges the defendants took deliberate steps to evade detection.

Read More


WhatsApp Adds Group Message History Feature

WhatsApp is introducing a new feature called “Group Message History” that allows group administrators to privately share a curated selection of recent messages with new members. This significantly improves the onboarding experience by providing new participants with necessary context without cluttering the main group chat with old, forwarded messages. The feature is designed to maintain a clean conversation flow and enable newcomers to participate immediately.

Read More


SoftBank Plans $33B Gas Power Plant

SoftBank’s subsidiary, SB Energy, is planning a $33 billion, 9.2-gigawatt natural gas-fired power plant on the Ohio-Kentucky border. If built, it would be the largest in the U.S., capable of powering 7.5 million homes. Though the power’s use is unspecified (grid or data centers), SoftBank is developing a proof-of-concept data center at GM’s former Lordstown plant. The massive project is expected to take up to a decade and could annually emit around 15 million metric tons of carbon dioxide, with a potentially greater overall climate impact due to methane leaks.

Read More


Google Launches Gemini 3.1 Pro

Google released Gemini 3.1 Pro, a new AI model with significantly improved reasoning, achieving a 77.1% score on the ARC-AGI-2 test. The model, released after Anthropic’s Claude Sonnet 4.6, features advanced capabilities such as generating animated SVGs, creating functional websites (Creative Coding), and developing interactive 3D simulations (Interactive Design). Gemini 3.1 Pro is available to consumers via the Gemini app (Pro/Ultra plans) and NotebookLM, and to developers and enterprises through the Gemini API in tools like AI Studio and Android Studio.

Read More


Google Play Sees Drop in Malicious Apps

Google’s enhanced investment in proactive security and AI technology has significantly reduced malicious app activity on Google Play, preventing 1.75 million policy-violating apps from publication in 2025 (down from over two million previously) and banning over 80,000 bad developer accounts (a substantial drop from 333,000 in 2023). These measures, including developer verification and AI-assisted reviews, are deterring bad actors and raising ecosystem standards. However, the increase in malicious non-Play Store apps detected by Google Play Protect suggests that malicious developers are shifting away from the official store.

Read More


Sony Shuts Down Bluepoint Games

Sony is closing Bluepoint Games, the studio behind the Shadow of the Colossus and Demon’s Souls remakes, in March, leading to about 70 job losses. The closure follows a business review and the cancellation of a live-service God of War game the studio was developing after its 2021 acquisition. This decision reflects Sony’s ongoing difficulties in the premium online multiplayer sector.

Read More

RAMageddon – DTNS Live 5115

The initials DTNS in a multicolored 1980s style with the word LIVE underneath in white on a black background. The spike in memory prices is causing the price of other PC components to spike. What’s affected and what can you do about it? How the FBI and Google acquired footage of abduction victim, Nancy Guthrie, and what it reveals about tech companies and your data. Plus we take a step back into the 70s and early 80s to experience the culture shocks of high inflation and rising unemployment.

Starring Sarah Lane, Tom Merritt, Robb Dunewood, Shannon Morse, Len Peralta, Roger Chang, Joe.

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Show Notes
To read the show notes in a separate page click here!


The FULL Lost Experience: First (101 – “Pilot: Part 1”)

A true trip down Nostalgia Lane. The crew share fond memories of watching the series for the first time and enjoy comparing their first time to this latest watch.

Next week: Lost (405 – “The Constant”)

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