WHAT’S INSIDE:

Feature: The "Unsloppable" framework — $2T software selloff, Anthropic's $30B raise at $380B valuation, OpenClaw joins OpenAI

Top Tech News: DHS shutdown; CPI rises 2.4% at 3-year low; AI memory chip shortage; USS Ford deploys to Iran; India AI summit; Pentagon may exit Anthropic

Company Watch: Grafana Labs raising at $9B, major tech loses $956B, Anthropic's $30B round, Ricursive $335M at $4B, Cohere $240M ARR pre-IPO, Apple’s $202B hit

Buzzy Tools: Apple video podcasts⁠⁠, Coinbase Agentic Wallets⁠⁠, Tesla FSD v14.2.2.5⁠⁠, TinyClaw stable release⁠⁠, Exa Instant 15x faster search⁠⁠, ZIEA AI calendar⁠⁠​

Buzzy Tech: Meta facial recognition glasses⁠⁠, hard drive capacity⁠⁠, light-speed photography, AirFish ground-effect craft⁠⁠, blood-chip system⁠⁠, instant wound-spray⁠⁠,

Crypto: Nexo returns to U.S., Coinbase shares surge 20%⁠⁠, Korean police lose 22 seized BTC⁠⁠, Base x Virtuals AI payment layer⁠⁠, bitcoin Ponzi boss gets 20 years⁠⁠

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Top Technology News

Security Stalemate — Senators fail to reach a deal to fund the DHS, highlighting divisions on ICE reform. Agencies like TSA and FEMA face shutdown, with no resolution in sight despite a readiness to reconvene.

Inflation Cooldown — Consumer prices rose 2.4% annually in January 2026, with core CPI at its lowest since April 2021. Shelter costs rose 0.2%, as energy prices fell.

Chip Crisis Alert — A global memory chip shortage fueled by AI demand impacts profits at major firms like Tesla and Apple. DRAM scarcity is predicted to worsen.

Carrier Moves Amid Tensions — The USS Gerald R. Ford is deploying to the Middle East amid rising tensions with Iran following President Trump's push for a nuclear deal and military action threats.

India AI Impact Summit — Top executives from Google, OpenAI, and Reliance convene in New Delhi to establish India as an AI investment hub. The summit, will draw over 250,000 visitors.

Pentagon vs. Anthropic — The Pentagon might end its partnership with Anthropic due to the company’s refusal to allow its AI models for mass surveillance and autonomous weapons.

On Becoming Unsloppable In 2026

Two trillion dollars. That's how much market cap has been erased from the S&P 500 Software & Services index since its October peak.

Half of it vanished in the last two weeks alone. JP Morgan called it the largest non-recessionary 12-month drawdown in over 30 years.

Jefferies coined it the "SaaSpocalypse." Goldman Sachs compared software's future to the newspaper industry, warning this may be "the end of the beginning" of a long decline. And that was before the contagion spread.

As we reported in last Friday's Tech Buzz editorial, the selloff jumped the fence from software into wealth management, private credit, insurance, real estate services, and investment banking.

Raymond James plunged 8.8%. Charles Schwab sank 7.4%. Blue Owl Capital hit an 11-session losing streak, down 26%, because its tech-focused BDC is loaded with software loans. CBRE and Jones Lang LaSalle are each down ~12%, Cushman & Wakefield down nearly 14%, Willis Towers Watson shedding 15% for the week, and even trucking stocks getting hammered after an AI logistics firm said it boosted customer freight volumes 300-400% with no increase in headcount.

As Barclays equity strategist Emmanuel Cau told Reuters: investors are in "sell first, think later" mode, "asking 'who is next' and showing no mercy for anything remotely seen as an AI loser."

Something has shifted. The onslaught of “AI Slop” and one-shotted software becoming cheap and easy is hitting the confidence of the economy. This is fast transitioning from a software story to an everything story. It just feels like a pivotal moment. Former Presidential candidate Andrew Yang claimed in a recent viral tweet that we are just 1-2 years away from mass white collar unemployment.

The Catalysts: Claude and Clawd

The match that lit the fire: Anthropic closed a $30 billion Series G on February 12 at a $380 billion post-money valuation — one of the largest private funding rounds in tech history. Their run-rate revenue hit $14 billion, growing 10x annually for three consecutive years. Claude Code alone is doing $2.5 billion in run-rate revenue, more than doubling since January 1. Four percent of all GitHub public commits worldwide are now authored by Claude Code — double from a month ago. Anthropic’s Super Bowl spots also helped push Claude from No. 41 to No. 7 on the U.S. App Store, driving 148,000 downloads, up 32%.

The same week, CEO Dario Amodei told Dwarkesh Patel that Anthropic is "near the end of the exponential" — not a slowdown, but the endgame. A "country of geniuses in a data center" by late 2026 or 2027. Some Anthropic engineers already write zero code themselves. The company added "another few billion to revenue in January alone."

And then there's OpenClaw which we covered only a couple of weeks ago — the vibe coded open-source AI agent which hit 180,000 GitHub stars in record time and launched an agentic economy overnight.

OpenClaw Founder Joins OpenAI Agentic Team

Then Sunday, Sam Altman announced OpenClaw developer Peter Steinberger has joined OpenAI after both Meta and OpenAI made acquisition offers last week.

Steinberger vibe-coded the prototype in one hour. He told Lex Fridman that agents like his will replace 80% of apps because "every app is just a very slow API now."One person. One hour. One agent framework. Two of the biggest companies in the world fighting over it. That's the software singularity in a single anecdote.

"Something Big Is Happening… something much, much bigger than Covid.”

If you haven't read Matt Shumer's viral LinkedIn essay yet — 6,100+ likes, 800+ comments — you should. Shumer, CEO of OthersideAI and a TBPN guest, compared this moment to February 2020: the phase where a few people noticed a virus spreading overseas, but most of us hadn't grasped what was coming.

His testimony is the ground-level version of the macro story. He describes telling AI what to build, walking away for four hours, and coming back to the finished product — not a rough draft, the completed application, self-tested, self-iterated. On the February 5 model releases (GPT-5.3 Codex from OpenAI, Claude Opus 4.6 from Anthropic), he wrote that the models now display something that feels like judgment — an intuitive sense of the right call, not just the technically correct one.

His prediction: nothing that can be done on a computer is safe in the medium term. AI is coming for law, finance, medicine, accounting, consulting, writing, design, analysis. Not in ten years. The people building these systems say one to five years.

The debate in his comments was fierce. Skeptics pointed to cash burn, trust deficits, prompt injection security risks, and the gap between a demo and a maintained enterprise product. An AI professor called it "faith-based hype." A CTO argued AI is only "as good as the average human" and CEOs will adopt it not because it's better but because they'll deem it "good enough."

But the most important counterargument — and the one Tech Buzz takes seriously — is about adoption speed. Roughly 60% of American white-collar workers are at large enterprises with 500+ employees. These organizations move slowly. Status quo bias is real. Most corporate boards prefer predictable stability over volatile potential. Even if the labs ship AGI tomorrow, the vast majority of businesses would rather take their time.

This matters enormously for how we think about the Unsloppable thesis. The market is pricing in long-term disruption right now — hence $2 trillion evaporating. But the actual operational disruption will unfold over years, not months. That gap between perception and reality is where the opportunity lives.

How to Become Unsloppable: A New Framework for 2026

Which brings us to why you're reading a different kind of Tech Buzz feature today.

This weekend on TBPN — the daily live tech show that's become required viewing for anyone in tech and finance — hosts John Coogan and Jordi Hays introduced a framework we think captures this moment better than anything else: "Become Unsloppable."

Their thesis is simple and sharp. In an era where more code could be written in the next 12 months than in all of human history, every company has to answer two questions:

1. Do you have a durable moat in the software singularity? 

2. Are you a true beneficiary of AI?

If the only thing standing between you and a competitor was that they'd have to spend a billion dollars hiring thousands of engineers to replicate your software — and that barrier is now collapsing toward zero — what is your actual source of strength?

TBPN mapped this against Peter Thiel's four sources of monopoly power from Zero to One: proprietary technology, network effects, economies of scale, and brand. The critical update: proprietary technology by itself is no longer sufficient. If your "proprietary tech" is a particular Python script, that's going away. But network effects aren't. Platform liquidity isn't. Regulatory moats aren't.

Coogan's best example: you can vibe-code a pickup app that looks exactly like Uber. Has the map, the button, accepts payment. But if there's no one on the other side of that network to pick you up, your clone is dead in the water. You can copy the software. You can't copy the network.

The companies that are unsloppable have moats that coding agents can't touch: hardware (NVIDIA, AMD, Broadcom), social networks (YouTube, Instagram, Roblox), marketplaces with liquidity (Uber, Airbnb, DoorDash), IP holders (Disney, Netflix), platforms (Spotify, YouTube), data moats (Nielsen, Bloomberg, Palantir), and cybersecurity (CrowdStrike, Palo Alto Networks — JP Morgan's top picks from the carnage).

The companies that are sloppable? The ones where the entire moat was a big bag of code and a seat-based pricing model. Where the CEO has to answer "the question" on an earnings call and the stock sells off no matter what they say.

One of TBPN's sharpest observations: there was a huge incentive for years for companies whose moat was not software — companies that were really marketplaces, liquidity providers, network effects businesses — to present themselves as software companies. Hire the best engineers, showcase open-source projects, talk about the cool tech. Now the reckoning arrives: "We're going to find out who can do nothing and win."

Breaking News: Ending Hunger is Now Public!

The first crypto 501c4 nonprofit (WYDE: END HUNGER $EAT) using trade fees to feed those who are hungry has recently:

• Hit it’s all time high market cap following a new year surge to $14.4M FDV 

• Reached the milestone of funding 5000 meals through Food charities

• Secured Charitable Status as Tax-exempt (the 1st U.S. exchange to do so)

Companies To Watch

Latest deals and trending companies

[Open Deal:] The Wyoming Exchange Building the "New York Stock Exchange for Nonprofits." Watch an investor talk by co-founders on WYDE’s mission & news.

[Open Deal] Grafana Labs — The observability platform startup is raising at $9B, up from its $6.6B valuation, led by Singapore's GIC sovereign wealth fund. ARR exceeds $400M, no immediate IPO plans.

Major Tech Stocks — Major tech firms like Microsoft, Amazon, Nvidia, Apple, and Alphabet saw significant market value declines, losing $613B and $343B respectively as investors shift focus from long-term AI potential to immediate earnings visibility

Anthropic — Closed a $30B round at a $380B valuation with Blackstone increasing its investment to $1B, adding $200M.

Ricursive Intelligence — The AI chip startup raised $335M at a $4B valuation within four months, underscoring demand for AI infrastructure.

Cohere —The AI model and software tools developer for enterprises, reported $240M in ARR for 2025, exceeding its target. With a $7B valuation, Cohere prepares for an IPO.

Apple — Hit by 5% stock drop, erasing $202B over concerns over delays in Siri rollout. Also: High demand for Apple Macs with upgraded Unified Memory, driven by the OpenClaw AI agent, has caused delivery delays from 6 days to 6 weeks.

Uber — Expanding its food delivery services into seven European countries, including the Czech Republic, Greece, and Romania, aiming for an additional $1B in gross bookings over three years.

ByteDance — The tech giant has launched Doubao 2.0, an upgraded AI model for complex tasks. With 155M weekly active users, it faces competition from Alibaba's Qwen.

Buzzy Tools & Tech

The Latest Trending Tools & Cutting Edge Technology Developments

Buzzy Tools

Buzzy Tools To Watch and Try Today

Apple — Adds video to Apple Podcasts, to take on YT and Spotify.

Coinbase — Agentic Wallets unlock AI agent crypto transactions, trading.

Tesla — FSD v14.2.2.5 focuses on neural network refinements, improved driving.

TinyClaw — Stable OpenClaw version but smaller and cheaper to deploy.

Exa Instant — Fastest web search engine, 15x faster than Google, AI optimized.

ZIEA — Physical AI calendar enhances focus with phone lock, GPT-5 task mgmt.

Buzzy Technology

Buzzy Tech Discoveries and Breakthroughs Trending Today

Meta — Adding Name Tag AI for facial recognition in smart glasses.

Western Digital — AI demand sells out 2026 hard drive capacity, raises prices.

Terrell-Penrose Effect Visualization — Lasers photograph objects at light speed.

AirFish — 10-seater craft uses ground effect for efficient high-speed water travel.

Customizable Blood-Chip — Texas A&M's system replicates human blood vessels.

KAIST Bleeding Control Spray — Instant gel spray seals wounds rapidly.

Space Race

Mars Organics Study — Curiosity finds organic compounds possibly linked to biological origins on Mars.

SpaceX Moon City — Musk shifts focus from Mars to a self-growing Moon city

Cryptocurrency News

The Latest News in Crypto & Blockchain

Open Deal: The Wyoming Exchange Building the "New York Stock Exchange for Nonprofits." Watch an investor talk by co-founders on WYDE’s mission & news.

Nexo's U.S. Comeback — Nexo returns to the U.S. after a $45M fine, offering crypto-backed loans and yield products via Bakkt. Co-founder Antoni Trenchev met Donald Trump to discuss crypto, but compliance drives this relaunch.

Coinbase Rebound — Coinbase shares soared nearly 20%. Despite weak earnings and lower trading volumes, investors bet on a market bottom, leading to a sharp stock rebound after prior declines.

Korean Police Lose Seized BTC — Gangnam police discovered 22 seized BTC missing from a USB cold wallet, triggering an internal probe into possible insider theft.

Base x Virtuals AI Revenue Layer — Base announces Virtuals is paying on-chain AI agents for “real work,” pitching Base as an AI-native revenue and settlement layer.

Binance France Chief Home Invasion — Armed intruders failed to find Binance France head David Princay, stole phones instead, and were later arrested after police tracked them.

Bitcoin Ponzi Boss Gets 20 Years — PGI head Ramil Palafox was sentenced to 20 years in U.S. prison for a fake bitcoin trading scheme that raised about $200 million.

Breaking News: $EAT hits All-Time High Marketcap and Meals Funded ($14.4M MC & 5000 meals)

Ending Hunger is public!

The first crypto 501c4 nonprofit (WYDE: END HUNGER $EAT) that has aimed to use trade fees to feed those who are hungry has just hit it’s all time high ($14.4M FDV) the same day it reached the milestone of funding 6000 meals.

Coinbase Listing: $EAT

It was launched on the Wyoming Decentralized Exchange and is now tradable on Coinbase.

About WYDE: END HUNGER($EAT)

• Tradable on Coinbase - TRADE

• The first cause coin with an organizational structure behind it (DUNA 501c4 federally approved tax exempt organization).

• The $EAT team is working with some of the most well-respected nonprofits in America

• Every trade funds verified food banks and operators who impact their local community.

• Holding $EAT provides you with governance in the organization (coming soon)

• Fair launched and fully decentralized.

• Meals Funded so far: 7,500+ / Next Milestone: 10,000

• Current number of holders: 548

Visit www.wyde.org for more information on Wyoming Decentralized Exchange

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