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Daytona CEO Ivan Burazin. Photo courtesy of Daytona.
AI Agenda

Datadog and Figma Back a Startup Developing Tools For AI Agents

By Stephanie Palazzolo · Feb 5, 2026 7:00am PST
First off, check out Jyoti’s Wednesday scoop about Meta’s latest AI model efforts. In sum, Meta is telling its employees “we’re back in the game!” and setting high expectations for the company’s next open-weight large language model, codenamed Avocado.Yes, Meta AI leaders did the same last year with Llama 4 and we all know how poorly that turned... First off, check out Jyoti’s Wednesday scoop about Meta’s latest AI model efforts. In sum, Meta...
Google CEO Sundar Pichai. Jim Lo Scalzo/Getty Images
The Briefing

Google Cloud Finally Takes Off

By Martin Peers · Feb 4, 2026 5:00pm PST · 1 comment
Sundar Pichai, take a bow. Google parent Alphabet delivered some red-hot fourth-quarter numbers on Wednesday, a sign that—like its fellow digital ad giant, Meta Platforms—it is enjoying the fruits of its big investment in AI. Alphabet reported both an acceleration in Google’s search revenue growth to nearly 17%, from 15% in the third quarter,... Sundar Pichai, take a bow. Google parent Alphabet delivered some red-hot fourth-quarter numbers...
Palantir CEO Alex Karp. Fabrice Coffrini/Getty Images
The Briefing

What to Expect From Palantir, Google and Amazon Earnings This Week

By Martin Peers · Feb 1, 2026 3:00pm PST · 2 comments
If you like poring over earnings reports (and who doesn’t!), then you’ll be in your happy place this coming week. We’ve got so many tech earnings announcements that we can barely keep track. I’m not kidding—couldn’t these tech executives space things out a little bit? The biggest reports will be on Wednesday, when Google parent Alphabet reports... If you like poring over earnings reports (and who doesn’t!), then you’ll be in your happy place...