a16z VC wants founders to stop stressing over insane ARR numbers 

Andreessen Horowitz VC Jennifer Li⁠, who oversees some of the firm’s fastest-growing AI companies, warns founders not to believe every ARR claim made on X.

AWS revenue continues to soar as cloud demand remains high

AWS recorded its best quarter, in terms of revenue growth, in 13 quarters in Q4 2025 as AI drives AWS adoption.

Amazon and Google are winning the AI capex race — but what’s the prize?

In 2026, Amazon plans to spend $200 billion in capex. Google is just behind at $175 billion to $185 billion. It’s a lot of money!

Reddit looks to AI search as its next big opportunity

During the company’s fourth-quarter earnings call on Thursday, it offered an update on its plans to merge traditional and AI search together and hinted that although search is not yet monetized, “it’s an enormous market and opportunity.”

Sapiom raises $15M to help AI agents buy their own tech tools

The startup — with backing from Accel — is building a financial layer that handles the authentication and micro-payments required for AI agents.

Data breach at govtech giant Conduent balloons, affecting millions more Americans

The ransomware attack at Conduent allowed hackers to steal a “significant number of individuals’ personal information” from the govtech giant’s systems. Conduent handles personal and health data of more than 100 million people across America.

Fundamental raises $255M Series A with a new take on big data analysis

Fundamental has built a new foundation model to solve an old problem: how to draw insights from the huge quantities of structured data produced by enterprises.

Fundamental raises $255M Series A with a new take on big data analysis

Fundamental has built a new foundation model to solve an old problem: how to draw insights from the huge quantities of structured data produced by enterprises.

Substack confirms data breach affects users’ email addresses and phone numbers

Substack said that customer data was accessed in October 2025 but wasn’t discovered until early February.

ElevenLabs CEO: Voice is the next interface for AI

ElevenLabs CEO argued at Web Summit Qatar that voice is the next interface for AI, as OpenAI, Google, and Apple push conversational systems into wearables, new hardware, and everyday interactions.