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Show Notes
FCC Targets Foreign-Made Routers
The FCC has classified most foreign-made consumer routers as a national security risk, adding models to the Covered List and banning future US sales. Previously approved models can receive updates until March 1, 2027. This move supports a 2025 White House objective to reduce reliance on foreign powers for core components. Companies can pursue conditional approval by committing to partial US manufacturing. This regulation is anticipated to cause confusion, legal disputes, and delays in new router models, impacting both foreign and US brands that rely on Asian manufacturing.
Anthropic Tests Autonomous AI Tools
Anthropic has released an autonomous research preview for the Code and Cowork AI tools in the macOS Claude desktop app for Pro and Max subscribers. This feature allows Claude, powered by the Claude 3.5 Sonnet model, to autonomously perform complex tasks on the user’s computer, such as opening files and browsing the web, after receiving explicit user permission. The feature requires pairing the desktop and mobile apps, and although Anthropic notes it is currently slow, they released it early to gather feedback.
Nintendo Cuts Switch 2 Production
Nintendo is reducing its Q1 2026 production of the new $450 Switch 2 console from 6 million to 4 million units due to lower-than-expected holiday demand, particularly in the US. Analysts attribute the soft sales and resulting drop in company shares to a weak software lineup during its crucial first holiday season. The production cut is driven by consumer demand, not chip costs, and is not expected to impact the projected 20 million units sold for the fiscal year, though the long-term impact of the surprise hit Pokémon Pokopia is still being evaluated.
TikTok Expands Disruptive Ad Formats
TikTok has introduced several new, disruptive advertising formats, including “Logo Takeover,” “Prime Time,” and “Top Reach,” designed for maximum impact. The platform is also expanding its Pulse ad suite with “Pulse Mentions” and “Pulse Tastemakers.” Despite the potential intrusiveness of these formats, a company VP defends them by saying that brands are “joining the conversation” as the ads are integrated into the existing content stream.
VMware Users Plan Exit Amid Broadcom Changes
A Virtified survey shows 50% of VMware users plan to reduce reliance by 2028, citing Broadcom’s costly, mandatory VCF 9 bundle. Despite migrations, Broadcom may limit discounts to retain customers. The October 2027 end-of-support for VMware 8.x is expected to push reluctant users into VCF 9 compliance. Broadcom is banking on migration difficulty to drive upgrades. Remaining users may gain from greater density, lower license costs, and unified engineering, but some cannot migrate due to a lack of alternatives or low risk tolerance.
SK Hynix Places Massive EUV Order
SK Hynix has placed a record-breaking $7.97 billion order with ASML for approximately 30 Extreme Ultraviolet (EUV) lithography tools, scheduled for delivery by the end of 2027. This crucial equipment will be used to mass-produce advanced chips, including high bandwidth memory (HBM) for AI, at its new Yongin (opening Feb 2027) and M15X Cheongju plants. The announcement led to a 5.7% rise in SK Hynix’s shares and a 0.9% increase for ASML.
Mozilla Builds “Stack Overflow for AI Agents”
Mozilla is developing cq, an open-source Python project envisioned as a “Stack Overflow for agents,” allowing AI agents to share knowledge, reduce redundancy, and lower operational costs. Designed by Peter Wilson, the project features a tiered knowledge architecture,uses an SQLite database in its current local setup, and includes security measures like anti-poisoning features, including anomaly detection, diversity, and human-in-the-loop verification. Wilson advocates for a central public platform for agents’ shared knowledge, moving away from their current reliance on human-centric platforms like Stack Overflow.
Zoox Expands Robotaxi Service
Amazon-owned Zoox is significantly expanding its robotaxi service by launching new early-rider programs in Austin and Miami, quadrupling its service area in San Francisco, and doubling its destinations in Las Vegas to include The Sphere, the Convention Center, and airport testing. The company, which has already accumulated nearly two million autonomous miles and carried over 350,000 riders, is also mapping and testing in cities like Dallas, Phoenix, and Washington, D.C. Zoox is seeking federal exemptions to begin charging for rides and has partnered with Uber for future commercial services in Las Vegas, while also using rider feedback to add features like “ZooxCast” and “Find My Zoox.”
Spotify Tests SongDNA Feature
Spotify is rolling out a beta feature called SongDNA to Premium users on iOS and Android, which allows fans to trace the creative history of a song by showing associated artists, writers, producers, samples, and covers. The feature, found in the Now Playing view, aims to boost music discoverability, provide recognition to all creators, and will see a wider rollout in April as artist and label teams gain control over its content.