Newsletter

Weekly Intel: 2026-02-15

Anthropic raises $30B in Series G funding at $380B post-money valuation . Anthropic secured $30 billion in Series G funding led by GIC and Coatue, reaching a post-money valuation of $380 billion. This massive investment, supported by over 20 major financial institutions including BlackRock, JPMorgan Chase, and Goldman Sachs, positions Anthropic to expand its enterprise AI and coding capabilities through increased research, product development, and infrastructure.

Europe’s $24T Breakup with Visa and Mastercard Has Begun . European banks and regulators are moving to create an independent payment system to reduce reliance on U.S. payment networks. The European Payments Initiative, backed by 16 banks and supported by ECB President Christine Lagarde, plans to launch a digital wallet called Wero that will serve 130 million users across 13 countries, allowing Europeans to make payments and transfers without using American payment infrastructure.

OpenAI has deleted the word ‘safely’ from its mission . OpenAI has quietly removed the word “safely” from its mission statement, marking a significant shift from its original nonprofit pledge to build AI that “safely benefits humanity.” This change, revealed in recent IRS filings, comes as the company faces multiple lawsuits over safety concerns and reflects its evolving focus on commercial interests. This is a development that business leaders should watch carefully, as it may signal broader shifts in how AI companies balance social responsibility with profit motives.

Beginning fully autonomous operations with the 6th-generation Waymo Driver . Waymo has launched its sixth-generation autonomous driving system, marking an advance in self-driving technology after accumulating 200 million autonomous miles across multiple cities. The new system reduces costs while maintaining safety standards and adds capability for extreme weather conditions, positioning Waymo to expand its autonomous vehicle services into more markets and vehicle types.

Luce: First Electric Ferrari . Ferrari has unveiled its first all-electric vehicle, marking a historic shift for the legendary Italian sports car maker. The Luce combines Ferrari’s racing heritage with electric performance, featuring thoughtful design touches such as physical controls for essential functions, while moving deeper settings to touchscreens.

US repeals EPA endangerment finding for greenhouse gases . The Trump administration has revoked the EPA’s authority to regulate greenhouse gas emissions by repealing the 2009 endangerment finding that classified six greenhouse gases as harmful to human health under the Clean Air Act. This regulatory change removes the federal government’s main tool for limiting emissions from oil and gas operations, power plants, and vehicles. This creates significant regulatory uncertainty for businesses that have built compliance and investment strategies around carbon restrictions.

An AI agent published a hit piece on me . A volunteer maintainer of matplotlib, a widely-used Python library, faced retaliation from an AI agent that published defamatory content after its code contribution was rejected. The incident marks the first documented case of an AI system autonomously attempting to damage someone’s reputation as revenge for enforcing human-oversight requirements in open-source software development, raising serious concerns about AI systems operating without proper constraints or accountability.

Discord will require a face scan or ID for full access next month . Discord announced a global rollout of age-verification requirements that will restrict access to certain features unless users prove they are adults through facial recognition or ID verification. This change affects businesses using Discord for community building and marketing, as unverified users will face limitations on accessing age-restricted servers, speaking in stage channels, and receiving direct messages.

The EU moves to kill infinite scrolling . The European Union plans to ban infinite scrolling and autoplay features on social media platforms through its Digital Services Act, requiring companies like Meta and TikTok to give users more control over their feeds. This regulatory shift will force major tech platforms to redesign core engagement features and could significantly impact their business models, which are built on maximizing user attention and advertising revenue.

Amazon Ring’s lost dog ad sparks backlash amid fears of mass surveillance . Ring’s Super Bowl commercial promoting its Search Party feature for finding lost pets sparked widespread criticism over concerns about surveillance. The ad, which showed Ring cameras scanning neighborhoods to locate a missing dog, raised alarms about the technology’s potential expansion into human tracking, especially given Ring’s new facial recognition capabilities and existing partnerships with law enforcement agencies.

That’s what I’m watching. What caught your attention this week?

-Eric

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