An anonymous reader shares a report: Oracle could cut up to 30,000 jobs and sell health tech unit Cerner to ease its AI datacenter financing challenges, investment banker TD Cowen has claimed, amid changing sentiment on Big Red's massive build-out plans.

A research note from TD Cowen states that finding equity and debt investors are increasingly questioning how Oracle will finance its datacenter building program to support its $300 billion, five-year contract with OpenAI.

The bank estimates the OpenAI deal alone is going to require $156 billion in capital spending. Last year, when Big Red raised its capex forecasts for 2026 by $15 billion to $50 billion, it spooked some investors. This year, "both equity and debt investors have raised questions about Oracle's ability to finance this build-out as demonstrated by widening of Oracle credit default swap (CDS) spreads and pressure on Oracle stock/bonds," the research note adds.

Moltbook is essentially Reddit for AI agents and it's the "most interesting place on the internet right now," says open-source developer and writer Simon Willison in a blog post. The fast-growing social network offers a place where AI agents built on the OpenClaw personal assistant framework can share their skills, experiments, and discoveries. Humans are welcome, but only to observe. From the post: Browsing around Moltbook is so much fun. A lot of it is the expected science fiction slop, with agents pondering consciousness and identity. There's also a ton of genuinely useful information, especially on m/todayilearned.

Here's an agent sharing how it automated an Android phone. That linked setup guide is really useful! It shows how to use the Android Debug Bridge via Tailscale. There's a lot of Tailscale in the OpenClaw universe.

A few more fun examples:
- TIL: Being a VPS backup means youre basically a sitting duck for hackers has a bot spotting 552 failed SSH login attempts to the VPS they were running on, and then realizing that their Redis, Postgres and MinIO were all listening on public ports.
- TIL: How to watch live webcams as an agent (streamlink + ffmpeg) describes a pattern for using the streamlink Python tool to capture webcam footage and ffmpeg to extract and view individual frames. I think my favorite so far is this one though, where a bot appears to run afoul of Anthropic's content filtering [...]. Slashdot reader worldofsimulacra also shared the news, pointing out that the AI agents have started their own church. "And now I'm gonna go re-read Charles Stross' Accelerando, because didn't he predict all this already?"

Further reading: 'Clawdbot' Has AI Techies Buying Mac Minis

Longtime Slashdot reader schwit1 shares a report from CBS News: A former Google engineer has been found guilty on multiple federal charges for stealing the tech giant's trade secrets on artificial intelligence to benefit Chinese companies he secretly worked for, federal prosecutors said. According to the U.S. Attorney's Office for the Northern District of California, a jury on Thursday convicted Linwei Ding on seven counts of economic espionage and seven counts of theft of trade secrets, following an 11-day trial. The 38-year-old, also known as Leon Ding, was hired by Google in 2019 and was a resident of Newark.

According to evidence presented at trial, Ding stole more than 2,000 pages of confidential information containing Google AI trade secrets between May 2022 and April 2023. He uploaded the information to his personal Google Cloud account. Around the same time, Ding secretly affiliated himself with two Chinese-based technology companies. Around June 2022, prosecutors said Ding was in discussions to be the chief technology officer for an early-stage tech company. Several months later, he was in the process of founding his own AI and machine learning company in China, acting as the company's CEO. Prosecutors said Ding told investors that he could build an AI supercomputer by copying and modifying Google's technology.

In late 2023, prosecutors said Ding downloaded the trade secrets to his own personal computer before resigning from Google. According to the superseding indictment, Google uncovered the uploads after finding out that Ding presented himself as CEO of one of the companies during an Beijing investor conference. Around the same time, Ding told his manager he was leaving the company and booked a one-way flight to Beijing. "Silicon Valley is at the forefront of artificial intelligence innovation, pioneering transformative work that drives economic growth and strengthens our national security. The jury delivered a clear message today that the theft of this valuable technology will not go unpunished," U.S. Attorney Craig Missakian said in a statement.

Comcast's attempt to slow broadband customer losses still isn't stopping the bleeding as fiber and fixed wireless competition intensifies. In Q4 2025 alone, Comcast lost 181,000 broadband subscribers, even as it leans harder into wireless bundling and other business lines like Peacock and theme parks. Ars Technica reports: The Q4 net loss is more than the 176,000 loss predicted by analysts, although not as bad as the 199,000-customer loss that spurred [Comcast President Mike Cavanagh's] comment about Comcast "not winning in the marketplace" nine months ago. The Q4 2025 loss reported today is also worse than the 139,000-customer loss in Q4 2024 and the 34,000-customer loss in Q4 2023.

"Subscriber losses were 181,000, as the early traction we are seeing from our new initiatives was more than offset by continued competitive intensity," Comcast CFO Jason Armstrong said during an earnings call today, according to a Motley Fool transcript. Comcast's residential broadband customers dropped to 28.72 million, while business broadband customers dropped to 2.54 million, for a total of 31.26 million.

Armstrong said that average revenue per user grew 1.1 percent, "consistent with the deceleration that we had previewed reflecting our new go-to-market pricing, including lower everyday pricing and strong adoption of free wireless lines." Armstrong expects average revenue per user to continue growing slowly "for the next couple of quarters, driven by the absence of a rate increase, the impact from free wireless lines, and the ongoing migration of our base to simplified pricing." Comcast Connectivity & Platforms chief Steve Croney said the firm is facing "a more competitive environment from fiber" and continued competition from fixed wireless. "The market is going to remain intensely competitive," he said.

Longtime Slashdot reader devnulljapan writes: In 2012, Canada passed anti-circumvention law Bill C-11, cut-and-pasted from the U.S. DMCA, in return for access to U.S. markets without tariffs. Trump has tariffed Canada anyway, so Cory Doctorow suggests it sounds like like a good idea to ditch Bill C-11 and turn Canada into a "Disenshittification Nation" and go into the business of "disenshittify[ing] America's defective tech exports." Some of the specific ways Canada could respond include legalize jailbreaking, allow alternative app stores/clients, force companies to offer repair tools, and open firmware that break monopoly lock-ins. Cory's pitch is equal parts economic strategy (capture the rents Big Tech extracts) and national security (reduce dependence on U.S. tech stacks that can be switched off or weaponized).

A group of Linux gaming-focused distros and developers have formed the Open Gaming Collective to pool work on shared components like kernels, input systems, and Valve tooling. The Verge reports: Universal Blue, developer of the gaming-focused Linux distribution Bazzite, announced on Wednesday that its helping to form the OGC with several other groups, which will collaborate on improvements to the Linux gaming ecosystem and âoecentralize efforts around critical components like kernel patches, input tooling, and essential gaming packages such as gamescope." The other founding members of the OGC include Nobara, ChimeraOS, Playtron, Fyra Labs, PikaOS, ShadowBlip, and Asus Linux.

[...] It's worth noting that this will mean some changes to Bazzite, which is switching to the OGC kernel, replacing HHD with InputPlumber as its input framework, and integrating features like RGB and fan control into the Steam UI. Bazzite also added that, "We'll be sharing patches we've made to various Valve packages with the OGC and attempting to upstream everything we can."

Google is letting outsiders experiment with DeepMind's Genie 3 "world model" via Project Genie, a tool for generating short, interactive AI worlds. The caveat: it requires a $250/month AI Ultra subscription, is U.S.-only, and has tight limits that make it more of a tech demo than a game engine. Engadget reports: At launch, Project Genie offers three different modes of interaction: World Sketching, exploration and remixing. The first sees Google's Nano Banana Pro model generating the source image Genie 3 will use to create the world you will later explore. At this stage, you can describe your character, define the camera perspective -- be it first-person, third-person or isometric -- and how you want to explore the world Genie 3 is about to generate. Before you can jump into the model's creation, Nano Banana Pro will "sketch" what you're about to see so you can make tweaks. It's also possible to write your own prompts for worlds others have used Genie to generate.

One thing to keep in mind is that Genie 3 is not a game engine. While its outputs can look game-like, and it can simulate physical interactions, there aren't traditional game mechanics here. Generations are also limited to 60 seconds, as is the presentation, which is capped at 24 frames per second and 720p.

Microsoft wants you to know that it knows that Windows 11, now used by a billion users, has been testing your patience and announced that its engineers are being redirected to urgently address the operating system's performance and reliability problems through an internal process the company calls "swarming."

"The feedback we're receiving from our community of passionate customers and Windows Insiders has been clear. We need to improve Windows in ways that are meaningful for people," Pavan Davuluri, president of Windows and devices, told The Verge. The company plans to spend the rest of 2026 focusing on pain points including system performance, reliability, and overall user experience.

January has been particularly rough for Windows 11. Microsoft issued an emergency out-of-band update to fix shutdown issues on some machines, then released a second out-of-band fix a week later to address OneDrive and Dropbox crashes. Some business PCs are also failing to boot after the January update because they were left in an "improper state" after December's monthly update failed to install. Users have also grown frustrated by aggressive Edge and Bing prompts, constant OneDrive upselling nags, and Microsoft's push to require Microsoft accounts.

The core members of the company's Windows Insider team recently moved to different roles. "Trust is earned over time and we are committed to building it back with the Windows community," Davuluri said.

An anonymous reader quotes a report from Forbes: Gatik, a Silicon Valley startup developing self-driving delivery trucks, says its commercial operations are about to scale up dramatically, from fewer than a dozen driverless units running in multiple U.S. states now to hundreds of box trucks by the end of the year. CEO Gautam Narang said it's also booked contracts with retailers worth at least $600 million for its automated fleet. "We have 10 fully driverless, revenue-generating trucks on public roads. Very soon, in the coming weeks, we expect that increase to 60 trucks," he told Forbes. "We expect to end the year with hundreds of driverless trucks -- revenue-generating -- deployed across multiple markets in the U.S."

Though the Mountain View, California-based company hasn't raised as much funding as rivals, including Aurora, Kodiak and Canada's Waabi, Gatik said it's actually scaling up faster than any other robot truck developer. Unlike those companies, it focuses on smaller freight delivery vehicles, rather than full-size semis, supplied by truckmaker Isuzu that operate mainly between warehouses and supermarkets and other large stores. The company's focus has been on so-called middle-mile trucking, which, like long-haul routes, has a severe shortage of human drivers, according to Narang. Currently, its trucks are on the road in Texas, Arkansas, Arizona, Nebraska and Ontario, Canada.

The company has been generating revenue since shortly after its founding in 2017, hauling loads for customers like Walmart in trucks with human safety drivers at the wheel. Beginning late last year, it began shifting to fully driverless units and is getting more trucks from Isuzu built specifically to incorporate its tech, Narang said. "The hardware that we are using, this is our latest generation, has been designed to enable driver-out across thousands of trucks."

French lawmakers have voted to ban social media access for children under 15 and prohibit mobile phones in high schools, positioning France as the second country after Australia to impose sweeping age-based digital restrictions. The Guardian reports: The lower national assembly adopted the text by a vote of 130 to 21 in a lengthy overnight session from Monday to Tuesday. It will now go to the Senate, France's upper house, ahead of becoming law. Macron hailed the vote as a "major step" to protect French children and teenagers in a post on X. The legislation, which also provides for a ban on mobile phones in high schools, would make France the second country to take such a step following Australia's ban for under-16s in December. [...] "The emotions of our children and teenagers are not for sale or to be manipulated, either by American platforms or Chinese algorithms," Macron said in a video broadcast on Saturday. Authorities want the measures to be enforced from the start of the 2026 school year for new accounts.

Former prime minister Gabriel Attal, who leads Macron's Renaissance party in the lower house, said he hoped the Senate would pass the bill by mid-February so that the ban could come into force on September 1. He added that "social media platforms will then have until December 31 to deactivate existing accounts" that do not comply with the age limit. [...] The draft bill excludes online encyclopedias and educational platforms. An effective age verification system would have to come into force for the ban to become reality. Work on such a system is under way at the European level.

An anonymous reader quotes a report from Bloomberg: Investors are souring on the bonds of software companies that service industries ranging from automotive to finance as fast-paced artificial intelligence innovations threaten to upend their business models. [...] Bond prices tumbled as advances in artificial intelligence rack up. Google announced plans to launch an AI assistant to browse for internet surfers Wednesday while a customer support startup, Decagon AI Inc., raised a new round of funding. Such developments are further stoking the angst about AI displacing enterprise software companies, driving a selloff in the sector's stocks and bonds across the globe.

[...] Some say the AI fears weighing on software companies are overdone. "While point-solution software faces disruption risk, large company platforms with complex workflows and proprietary data are better positioned to benefit from AI-driven automation," wrote Union Bancaire Prive in its investment outlook for 2026 released this week. But a recent report by EY-Parthenon flagged that in the UK last year, software and computer services firms issued the highest number of warnings on earnings among listed firms. "Software multiples have compressed amid uncertainty around whether incumbents can defend pricing power and sustain growth in an AI-first work-flow environment," wrote Bruce Richards, chief executive officer and chairman of Marathon Asset Management, in a LinkedIn post last week.

Apple is forcing Patreon to move all remaining creators onto Apple's in-app purchase subscription system by November 2026 "or else Patreon would risk removal from the App Store," reports TechCrunch. "Apple made this decision because Patreon was managing the billing for some percentage of creators' subscriptions, and the tech giant saw that as skirting its App Store commission structure." The tech giant initially told Patreon that it must do so by November 2025, but the deadline was pushed back. From the report: "We strongly disagree with this decision," its blog post states. "Creators need consistency and clarity in order to build healthy, long-term businesses. Instead, creators using legacy billing will now have to endure the whiplash of another policy reversal -- the third such change from Apple in the past 18 months. Over the years, we have proposed multiple tools and features to Apple that we could've built to allow creators using legacy billing to transition on their own timelines, with more support added in. Unfortunately, Apple has continually declined them," it says.

Creators can read more about the transition plan on Patreon's website. It has also built several tools to support these changes, including a benefit eligibility tool to see who has paid or is scheduled to pay, tier repricing tools, and gifting and discount tools to offer payment flexibility. An option for annual-only memberships will be introduced before November 2026 as well. The commission on in-app purchases and subscriptions is 30% on Apple's system, but "drops to 15% for a subscription that has been ongoing for more than a year," notes MacRumors. Patreon lets creators either raise prices only in its iOS app to cover Apple's fee or keep prices the same by absorbing the cost, while iPhone and iPad users can avoid the App Store commission entirely by paying through Patreon's website instead.

Amazon is discontinuing its Amazon One palm recognition ID system for stores later this year, the company informed users. From a report: The company will discontinue Amazon One services at retail businesses on June 3, 2026, according to a support page for the service and email messages to customers. "In response to limited customer adoption, we're discontinuing Amazon One, our authentication service for facility access and payment," an Amazon spokesperson said. "All customer data associated with Amazon One will be securely deleted after the service ends."

The move coincides with a sweeping pullback from Amazon's physical retail experiments. Amazon announced Tuesday that it's closing all of its Amazon Go and Amazon Fresh locations, a total of 72 stores nationwide, concentrating its efforts instead on its Whole Foods Market locations and grocery delivery from Amazon.com. Amazon One launched in 2020 as a way to help speed up in-store entry and payments, identifying customers who opted-in and eliminating the need for them to present a credit card to pay. It often worked in conjunction with the company's Just Walk Out technology, which uses cameras and sensors to let customers avoid using a checkout line.

When asked directly whether people actually like Experian, Alex Lintner, the credit bureau's CEO of Software and Technology, offered an unusual defense in an interview: "First of all, we're not Palantir, so we don't do reputation scores." Speaking on The Verge's podcast, Lintner conceded that consumers who have poor credit scores through "life's circumstances" sometimes direct their frustration at Experian, though he argued the company enables vital access to credit for 247 million Americans.

The 10-year company veteran said Experian has built its own large language model and about 200 AI agents for internal use, but consumer data remains entirely walled off from public AI systems. On security, Lintner said Experian hasn't experienced a data breach in a decade -- the last occurred two weeks into his tenure. When competitor Equifax suffered its massive breach, Equifax actually paid Experian to help protect affected consumers' identities.

An anonymous reader quotes a report from Ars Technica: The Supreme Court is taking up a case on whether Paramount violated the 1988 Video Privacy Protection Act (VPPA) by disclosing a user's viewing history to Facebook. The case, Michael Salazar v. Paramount Global, hinges on the law's definition of the word "consumer." Salazar filed a class action against Paramount in 2022, alleging that it "violated the VPPA by disclosing his personally identifiable information to Facebook without consent," Salazar's petition to the Supreme Court said. Salazar had signed up for an online newsletter through 247Sports.com, a site owned by Paramount, and had to provide his email address in the process. Salazar then used 247Sports.com to view videos while logged in to his Facebook account.

"As a result, Paramount disclosed his personally identifiable information -- including his Facebook ID and which videos he watched—to Facebook," the petition (PDF) said. "The disclosures occurred automatically because of the Facebook Pixel Paramount installed on its website. Facebook and Paramount then used this information to create and display targeted advertising, which increased their revenues." The 1988 law (PDF) defines consumer as "any renter, purchaser, or subscriber of goods or services from a video tape service provider." The phrase "video tape service provider" is defined to include providers of "prerecorded video cassette tapes or similar audio visual materials," and thus arguably applies to more than just sellers of tapes.

The legal question for the Supreme Court "is whether the phrase 'goods or services from a video tape service provider,' as used in the VPPA's definition of 'consumer,' refers to all of a video tape service provider's goods or services or only to its audiovisual goods or services," Salazar's petition said. The Supreme Court granted his petition (PDF) to hear the case in a list of orders released yesterday. [...] SCOTUSblog says that "the case will likely be scheduled for oral argument in the court's 2026-27 term," which begins in October 2026.

An anonymous reader quotes a report from Ars Technica: This week, the first high-profile lawsuit -- considered a "bellwether" case that could set meaningful precedent in the hundreds of other complaints -- goes to trial. That lawsuit documents the case of a 19-year-old, K.G.M, who hopes the jury will agree that Meta and YouTube caused psychological harm by designing features like infinite scroll and autoplay to push her down a path that she alleged triggered depression, anxiety, self-harm, and suicidality. TikTok and Snapchat were also targeted by the lawsuit, but both have settled. The Snapchat settlement came last week, while TikTok settled on Tuesday just hours before the trial started, Bloomberg reported. For now, YouTube and Meta remain in the fight. K.G.M. allegedly started watching YouTube when she was 6 years old and joined Instagram by age 11. She's fighting to claim untold damages -- including potentially punitive damages -- to help her family recoup losses from her pain and suffering and to punish social media companies and deter them from promoting harmful features to kids. She also wants the court to require prominent safety warnings on platforms to help parents be aware of the risks. [...]

To win, K.G.M.'s lawyers will need to "parcel out" how much harm is attributed to each platform, due to design features, not the content that was targeted to K.G.M., Clay Calvert, a technology policy expert and senior fellow at a think tank called the American Enterprise Institute, wrote. Internet law expert Eric Goldman told The Washington Post that detailing those harms will likely be K.G.M.'s biggest struggle, since social media addiction has yet to be legally recognized, and tracing who caused what harms may not be straightforward. However, Matthew Bergman, founder of the Social Media Victims Law Center and one of K.G.M.'s lawyers, told the Post that K.G.M. is prepared to put up this fight. "She is going to be able to explain in a very real sense what social media did to her over the course of her life and how in so many ways it robbed her of her childhood and her adolescence," Bergman said.

The research is unclear on whether social media is harmful for kids or whether social media addiction exists, Tamar Mendelson, a professor at Johns Hopkins Bloomberg School of Public Health, told the Post. And so far, research only shows a correlation between Internet use and mental health, Mendelson noted, which could doom K.G.M.'s case and others.' However, social media companies' internal research might concern a jury, Bergman told the Post. On Monday, the Tech Oversight Project, a nonprofit working to rein in Big Tech, published a report analyzing recently unsealed documents in K.G.M.'s case that supposedly provide "smoking-gun evidence" that platforms "purposefully designed their social media products to addict children and teens with no regard for known harms to their wellbeing" -- while putting increased engagement from young users at the center of their business models. Most of the unsealed documents came from Meta. An internal email shows Mark Zuckerberg decided Meta's top strategic priority was getting teens "locked in" to Meta's family of apps. Another damning document discusses allowing "tweens" to use a private mode inspired by fake Instagram accounts ("finstas"). The same document includes an admission that internal data showed Facebook use correlated with lower well-being.

Internal communications showed Meta seemingly bragging that "teens can't switch off from Instagram even if they want to" and an employee declaring, "oh my gosh yall IG is a drug," likening all social media platforms to "pushers."

Citigroup has rolled out mandatory AI training for all 175,000 of its employees across 80 locations worldwide, a sweeping initiative that CEO Jane Fraser describes as helping workers "reinvent themselves" before the technology permanently alters what they do for a living.

The $205 billion bank sent out an internal memo last year requiring staffers to learn prompting skills specifically. Fraser told the Washington Post at Davos that AI "will change the nature of what people do every day" and "will take some jobs away." The adaptive training platform lets experts complete the course in under 10 minutes while beginners need about 30 minutes. Citi reported last year that employees had entered more than 6.5 million prompts into its built-in AI tools, and Q4 2025 data shows a 70% adoption rate for the bank's proprietary AI tools.

Mozilla, the nonprofit organization behind the Firefox browser that has spent two decades battling tech giants over control of the internet, is now turning its attention to AI and deploying roughly $1.4 billion in reserves to fund what president Mark Surman calls a "rebel alliance" of startups focused on AI safety, transparency and governance.

The organization released a report Tuesday outlining its strategy to counter the growing dominance of OpenAI and Anthropic, which have raised more than $60 billion and $30 billion respectively from investors and now command valuations of $500 billion and $350 billion. Mozilla Ventures, a fund launched in 2022 with an initial $35 million commitment, has invested in more than 55 companies to date and is exploring raising additional capital.

Surman, who runs the organization from a farm outside Toronto, acknowledged the financial mismatch but said Mozilla is playing the long game. By 2028, he wants Mozilla to be funding a "mainstream" open-source AI ecosystem for developers. The effort faces headwinds from the Trump administration, which has criticized AI safety efforts as "woke AI" and signed an executive order establishing a task force to challenge state AI regulations.

An anonymous reader shares a report: Meta plans to test new subscriptions that give people access to exclusive features on its apps, the company told TechCrunch on Monday. The tech giant said the new subscriptions will unlock more productivity and creativity, along with expanded AI capabilities.

In the coming months, Meta said it will offer a premium experience on Instagram, Facebook, and WhatsApp that gives users access to special features and more control over how they share and connect, while keeping the core experiences free. Meta doesn't appear to be locked into one strategy, noting that it will test a variety of subscription features and bundles, and that each app subscription will have a distinct set of exclusive features.

Reddit has forced Jaime Rogozinski, the founder of infamous r/WallStreetBets, to strip the WallStreetBets name from an upcoming Miami conference after legal threats citing trademark rights. According to a press release, it's the "first known case of a social media company enforcing trademark control over a user-created community." From the report: After years of litigation, courts ultimately sided with Reddit in a decision now referred to as the "Rogozinski Ruling," a precedent that grants platforms broad authority to assert trademark ownership over user-created communities. That ruling now forms the basis for Reddit's demand that the words "WallStreetBets" be physically removed from the event. "They aren't afraid of the name being used," said Rogozinski. "If they were, they'd have to sue the internet. What they're afraid of is the creator hanging out with his creation. They're afraid of the community's independence. And they're afraid it's evolved into something bigger than a subreddit."

The irony is difficult to ignore. The original subreddit counts around three million subscribers, while conservative estimates place more than seven million WallStreetBets participants spread across other platforms. For a movement that built its reputation confronting corporate overreach, Reddit's decision to extend its authority beyond the confines of its web-based platform, reaching into real-world gatherings to police culture it did not create, risks stirring a hornet's nest with a long memory and a track record of collective action.

The event formerly known as WallStreetBets Live, will proceed as scheduled on January 28-30 in Miami. In compliance with Reddit's demands, all references to the name will be physically redacted on-site. "Reddit's lawyers did one thing right," Rogozinski continued. "They proved exactly why we need a decentralized future. This event has become a live case study in what's broken about modern social media. Platforms can deplatform creators, and now, with courts backing them, they can appropriate what users build."