February 5, 2026 Archives
Showing 1-19 of 19 articles

Roblox Shifts to Adult Monetization as Higher-ARPU Segment Emerges
The Meridiem Team

Amazon Breaks Earnings Math as $200B Capex Wager Redefines Hyperscaler Competition
The Meridiem Team

Reddit's Profitability Pivot Masks Strategic Shift From Community to Search
The Meridiem Team

State Control Crosses Critical Threshold as Chinese Surveillance Apparatus Removes Largest Gay Dating App
The Meridiem Team

Anthropic's Claude Opus 4.6 Shifts AI from Chatbot to Agentic Workhorse
The Meridiem Team

Anthropic expands Claude beyond coding into knowledge work
The Meridiem Team

Nvidia Deprioritizes Gaming GPUs for AI Data Center Dominance
The Meridiem Team

Memory Shortage Redefines Smartphone Market as AI Data Centers Win Supply Battle
The Meridiem Team

Govtech Security Inflection as Conduent Breach Balloons to 25M+ Americans
The Meridiem Team

When Antitrust Enforcement Becomes Leverage as FTC Appeals Meta Loss with Political Subtext
The Meridiem Team

Foundation Models Shift to Structured Data as Fundamental Raises $255M
The Meridiem Team

Congressional Pressure on Meta's Teen Safety Disclosure Timeline (64 chars)
The Meridiem Team

OpenAI Frontier Signals Agents Graduation to Enterprise Infrastructure
The Meridiem Team

Amazon's Custom Chips Validate Silicon as Cloud Cost Table Stakes
The Meridiem Team

Substack Data Breach Exposes Detection Gap as Platform Discloses 4-Month Security Lag
The Meridiem Team

U.S. Bloc Shifts AI Chip War From Capacity to Material Control
The Meridiem Team

Arm's Record Revenue Masks Licensing Inflection as AI Pivot Stalls
The Meridiem Team

Snap Decouples Growth From Engagement as Q4 Specs Push Signals AR Hardware Inflection
The Meridiem Team

Ciena Signals AI Infrastructure Inflection as Optical Networks Become Bottleneck
The Meridiem Team
TheMeridiem
TheMeridiem
TheMeridiem
TheMeridiem
TheMeridiem
TheMeridiem
TheMeridiem
TheMeridiem
TheMeridiem
TheMeridiem
TheMeridiem
TheMeridiem
TheMeridiem
TheMeridiem
TheMeridiem
TheMeridiem
TheMeridiem
TheMeridiem
TheMeridiem
TheMeridiem
TheMeridiem
TheMeridiem
TheMeridiem
TheMeridiem
TheMeridiem
TheMeridiem
TheMeridiem
TheMeridiem
TheMeridiem
TheMeridiem
TheMeridiem
TheMeridiem
TheMeridiem
TheMeridiem
TheMeridiem
TheMeridiem
TheMeridiem
TheMeridiem
TheMeridiem
TheMeridiem
TheMeridiem
TheMeridiem
TheMeridiem
TheMeridiem
TheMeridiem
TheMeridiem
TheMeridiem
TheMeridiem
Missed this week's big shifts?
Our newsletter breaks them down in plain words.
