Menlo Ventures:
Menlo Ventures: business spending on generative AI hit $37B in 2025, up from $11.5B in 2024; Anthropic's share of enterprise LLM spend grew from 24% to 40% YoY  —  AI Boom vs. Bubble  —  For all the fears of over-investment, AI is spreading across enterprises at a pace with no precedent in modern software history.

Lauren Forristal / TechCrunch:
Google Photos launches new video editing tools, including specialized templates with preset music and text overlays, as well as a redesigned video editor  —  Google Photos announced on Tuesday the launch of new features aimed at making video editing and highlight reel creation easier.

Maxwell Zeff / Wired:
Sources: OpenAI has become more guarded about publishing research on AI's economic harms, prompting at least two economic research staffers to leave  —  Four sources close to the situation claim OpenAI has become hesitant to publish research on the negative impact of AI.

Anthropic:
Anthropic donates the Model Context Protocol to the Agentic AI Foundation and says there are now more than 10,000 active public MCP servers  —  Today, we're donating the Model Context Protocol (MCP) to the Agentic AI Foundation (AAIF), a directed fund under the Linux Foundation …

Bill Toulas / BleepingComputer:
Spanish police arrest a suspected 19-year-old hacker in Barcelona over allegedly stealing and attempting to sell 64M records from breaches at nine companies  —  The National Police in Spain have arrested a suspected 19-year-old hacker in Barcelona, for allegedly stealing and attempting …

Will Knight / Wired:
Anthropic, OpenAI, Block, Google, AWS, Microsoft, and others launch the Agentic AI Foundation to build open-source agent standards under the Linux Foundation  —  American AI giants are backing a new effort to establish open standards for building agentic software and tools.

Ben Weiss / Fortune:
Circle launches USDCx, a privacy-focused version of its USDC stablecoin on the Aleo blockchain, to give users “banking-level privacy” with a “compliance record”  —  Blockchains are public databases.  That's an immediate roadblock for large institutions like banks …

Mathieu Rosemain / Reuters:
An EssilorLuxottica independent board director says Meta now holds an “at least 3%” stake in the Ray-Ban maker, and possibly up to 5%, confirming media reports  —  Facebook-owner Meta (META.O) holds at least a 3% stake in EssilorLuxottica (ESLX.PA), a board director …

Jen Judson / Bloomberg:
The US DOD says it has chosen Google's new GenAI.mil platform to help the US military quickly analyze video and imagery, as part of a $200M contract from July  —  The Defense Department said it has chosen Alphabet Inc.'s Gemini for Government system to deliver artificial intelligence capability …

Meaghan Tobin / New York Times:
Some Biden-era officials say access to Nvidia chips could help China's AI companies buy time while China's chipmakers improve their chip supply and performance  —  President Trump said Nvidia could export some chips.  But years of U.S. restrictions have propelled China to make everything it needs for advanced A.I.

Bloomberg:
Stripe and Paradigm launch a public trial for their blockchain project Tempo, targeting real-world stablecoin payments, with Kalshi and UBS as new partners  —  Stripe Inc. and crypto venture firm Paradigm have launched a public trial for their joint blockchain project, Tempo …

Anna Heim / TechCrunch:
Mistral launches Devstral 2, an AI coding model with 123B parameters requiring at least four H100 GPUs, and Devstral Small, a 24B-parameter model for local use  —  French AI startup Mistral today launched Devstral 2, a new generation of its AI model designed for coding …

Deborah Mary Sophia / Reuters:
Wikimedia Foundation names Bernadette Meehan, who was the US Ambassador to Chile from 2022 to 2025, as its new CEO  —  Wikimedia Foundation, the operator of Wikipedia, on Tuesday named Bernadette Meehan its chief executive officer, tapping an administrator with deep policy expertise …

Angus Loten / Wall Street Journal:
Saviynt, an identity and access management service focused on “human and nonhuman” identity controls, raised a $700M Series B led by KKR at a $3B valuation  —  AI has businesses scrambling to ensure workers and software robots are who they say they are

Julian Chokkattu / Wired:
Pebble unveils the Pebble Index 01, a $99 smart ring with an on-device LLM for processing voice notes, shipping in March 2026, initially for $75  —  You can speak into the Pebble Index to have it remember things or set reminders, timers, and tasks.  No cloud processing, no subscription, and best of all, no charging.

Jaspreet Singh / Reuters:
Spotify rolls out music videos to Premium subscribers in the US and Canada, following a beta launch in nearly 100 markets last year  —  Spotify (SPOT.N) said on Tuesday it is making music videos available to premium subscribers in the U.S. and Canada, as the Swedish streaming giant challenges YouTube for market share.

Sri Muppidi / The Information:
Source: ChatGPT has nearly 900M weekly active users; Sensor Tower: Gemini's MAUs grew ~30% to 346M between August and November while ChatGPT's rose ~5% to 810M  —  The competition between AI chatbots has been heating up, with Google's Gemini nipping at OpenAI's heels.

Aaron Holmes / The Information:
Source: as soon as this week, Anthropic, OpenAI, Google, Microsoft, and others are set to unveil the Agentic AI Foundation to build open-source agent standards  —  For AI agents to work properly in automating white-collar tasks, the companies developing the agents and the companies running …

Paayal Zaveri / Bloomberg:
Fal, which hosts generative AI models for developers, raised a $140M Series D led by Sequoia, a source says at a $4.5B valuation, up from $1.5B in July  —  Artificial Intelligence startup Fal raised fresh funding from investors in a deal that values the company at $4.5 billion …

Saritha Rai / Bloomberg:
Satya Nadella says Microsoft plans to spend $17.5B on AI and cloud computing in India over four years, its largest Asia investment yet, after meeting with Modi  —  Microsoft Corp. pledged to invest $17.5 billion on artificial intelligence and cloud computing in India over four years …