In response to a wave of AI-generated “nudified” images, X has restricted Grok’s image generation features to Premium and Premium+ subscribers. The move follows threats of a platform ban from UK and EU regulators. Experts are divided on whether the paywall is an effective safety measure.
Elon Musk’s AI startup, xAI, is making a massive infrastructure bet. The company plans to invest more than $20 billion to build a new data center in Southaven, Mississippi, with operations slated to begin in February 2026.
In a new podcast, Cursor’s engineering head says core features like its agent and Debug Mode began as quick prototypes, not planned roadmaps. The company, with a team of about 20, prioritizes internal adoption and moving fast with minimal process.
Apple’s annual shareholder meeting is set for February 24, where votes will include a conservative think tank’s proposal on China risks and Tim Cook’s $59 million target compensation. The company is coming off a fiscal 2025 with record revenue of $416.2 billion.
MiniMax, a major Chinese generative AI firm, is set to start trading after a $619 million IPO. Its performance will be a key test of investor appetite for AI software companies in a market that has so far favored hardware plays like chipmakers.
Nvidia is reportedly demanding Chinese customers pay up front for H200 AI chips with no refunds if Beijing blocks the imports. This comes as ByteDance plans to spend $14 billion on them in 2026, but Nvidia faces a major inventory and production gamble.
In a new podcast episode, GTMfund’s Paul Irving argues that technical advantages vanish in months now. The only durable moat left is a unique, well-executed go-to-market motion tailored to your ideal customer.
Warner Bros. Discovery’s board is under fire for how it’s handling competing bids from Paramount and Netflix. The Paramount offer is a higher, all-cash deal, but the board seems to be favoring the more complex Netflix proposal. This is a classic case of governance failure in motion.
France’s Ministry of the Armed Forces has signed a framework agreement with Paris-based Mistral AI. The deal allows military and affiliated agencies to use Mistral’s models, with deployment on French infrastructure for data control.
Microsoft is plotting a two-part Windows 11 strategy for 2026. The first update, 26H1, is a specialized version for new Snapdragon X2 AI PCs expected by April. The major feature update, 26H2, will arrive for everyone in the second half of the year.
