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Techmeme Ride Home

A Canticle For Leibowitz

21 min episode · 2 min read

Episode

21 min

Read time

2 min

Topics

Fundraising & VC, Design & UX, Marketing

AI-Generated Summary

Key Takeaways

  • Gemini 3.1 Pro Reasoning Leap: Google's Gemini 3.1 Pro scores 77.1% on the ARC AGI-2 benchmark, more than double the 3 Pro's performance. Available now to AI Pro and Ultra subscribers via the Gemini app, Notebook LM, and developer platforms including Vertex AI and Android Studio, with general availability following a preview validation period.
  • Meta Beauty Filter Decision: Zuckerberg confirmed Meta lifted a temporary ban on cosmetic surgery digital filters despite a University of Chicago study signed by 18 experts citing harm to teenage girls. The decision prioritized free expression over precautionary restriction, even as a senior VP of product design internally flagged the move as the wrong call given documented risks.
  • Amazon's Revenue Milestone via AWS: Amazon posted $717B in 2025 revenue versus Walmart's $713.2B, ending Walmart's decade-long reign. Critically, without AWS cloud revenue, Amazon's total would have been $588B — meaning cloud computing, not retail, drove the win. Businesses should note that diversified revenue streams in high-growth sectors can redefine competitive rankings entirely.
  • Apple's Three-Tier AI Wearable Strategy: Apple is developing smart glasses (code-named N50, targeting production December 2026, release 2027), a shirt-pin pendant functioning as an always-on iPhone camera, and camera-equipped AirPods potentially launching this year. All three devices use Siri with visual context processing, offering developers a clear roadmap for building camera-aware, ambient AI applications on Apple hardware.
  • Microsoft Project Silica Glass Storage: Microsoft's Silica system uses femtosecond lasers to encode data into borosilicate glass squares 2mm thick via phase voxels — three-dimensional light-phase-encoded data points. The medium theoretically lasts 10,000 years with zero ongoing maintenance cost after writing, making it a viable archival solution for researchers and institutions managing long-term data preservation at scale.

What It Covers

Five major tech developments from February 19, 2026: Google releases Gemini 3.1 Pro with doubled reasoning scores, Mark Zuckerberg testifies in Meta's social media harm trial, Amazon surpasses Walmart in annual revenue, Apple advances AI wearables across three product lines, and Microsoft unveils glass-based data storage lasting 10,000 years.

Key Questions Answered

  • Gemini 3.1 Pro Reasoning Leap: Google's Gemini 3.1 Pro scores 77.1% on the ARC AGI-2 benchmark, more than double the 3 Pro's performance. Available now to AI Pro and Ultra subscribers via the Gemini app, Notebook LM, and developer platforms including Vertex AI and Android Studio, with general availability following a preview validation period.
  • Meta Beauty Filter Decision: Zuckerberg confirmed Meta lifted a temporary ban on cosmetic surgery digital filters despite a University of Chicago study signed by 18 experts citing harm to teenage girls. The decision prioritized free expression over precautionary restriction, even as a senior VP of product design internally flagged the move as the wrong call given documented risks.
  • Amazon's Revenue Milestone via AWS: Amazon posted $717B in 2025 revenue versus Walmart's $713.2B, ending Walmart's decade-long reign. Critically, without AWS cloud revenue, Amazon's total would have been $588B — meaning cloud computing, not retail, drove the win. Businesses should note that diversified revenue streams in high-growth sectors can redefine competitive rankings entirely.
  • Apple's Three-Tier AI Wearable Strategy: Apple is developing smart glasses (code-named N50, targeting production December 2026, release 2027), a shirt-pin pendant functioning as an always-on iPhone camera, and camera-equipped AirPods potentially launching this year. All three devices use Siri with visual context processing, offering developers a clear roadmap for building camera-aware, ambient AI applications on Apple hardware.
  • Microsoft Project Silica Glass Storage: Microsoft's Silica system uses femtosecond lasers to encode data into borosilicate glass squares 2mm thick via phase voxels — three-dimensional light-phase-encoded data points. The medium theoretically lasts 10,000 years with zero ongoing maintenance cost after writing, making it a viable archival solution for researchers and institutions managing long-term data preservation at scale.

Notable Moment

During Zuckerberg's courtroom testimony, evidence surfaced showing Meta set internal targets to raise daily user engagement on Instagram to 40 minutes in 2023 and 46 minutes by 2026 — directly contradicting his assertion that increasing time-on-platform was never a formal company objective.

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Episode Transcript

Welcome to the tech we ride home for Thursday, 02/19/2026. I'm Brian McCullough. Today, Gemini is getting with the increased cadence of AI releases. Honestly, can we even keep up at this point? A dispatch from the social media trial as Zuck takes the stand. At long last, Amazon dethrones Walmart, Apple seems poised to unleash a slew of AI wearables and the new storage system to preserve data, canical for Leibovitz style. Here's what you missed today in the world of tech. Google is rolling out Gemini 3.1 Pro, which it says is a step forward in core reasoning for AI Pro and Ultra subscribers, quoting nine to five Google. In November, Google introduced Gemini three Pro in preview with Gemini three Flash following a month later. Google Today announced a Gemini 3.1 Pro, quote, for tasks where a simple answer isn't enough. This point one increment is a first for Google with the past two generations seeing point five as the mid year model update. 2.5 pro was first announced in March and saw further updates in May for Google IO. Google says Gemini 3.1 pro, quote, represents a step forward in core reasoning. The upgraded core intelligence that debuted last week with Gemini three Deep Think is now available in Gemini 3.1 Pro for more users. This model achieves an ARC AGI two score of 77.1% or more than double the reasoning performance of three Pro. This advanced reasoning translates to practical applications like quote, when you're looking for a clear visual explanation of a complex topic, a way to synthesize data into a single view, or bringing a creative project to life according to Google. Gemini 3.1 Pro is rolling out to the Gemini app today as well as notebook LM for Google AI Pro and Ultra subscribers. It's also available in the Gemini API via Google AI Studio, Anti Gravity, Vertex AI, Gemini Enterprise, Gemini Klee, and Android Studio for developers. Gemini 3.1 Pro is launching in preview to, quote, validate these updates and continue to make further advancements in areas such as ambitious agentic workflows before we make it generally available soon, end quote. Here's a dispatch from that social media trial where Mark Zuckerberg took the stand yesterday, quoting CNBC. Zuckerberg said that Meta consulted with various stakeholders about the use of beauty filters on Instagram, but he did not specifically name them. The plaintiff's lawyer questioned Zuckerberg about messages showing he lifted the ban because it was, quote, paternalistic. It sounds like something I would say and something I feel, Zuckerberg replied. It feels a little overbearing. Zuckerberg was pressed about the decision to allow the feature when the company had guidance from experts that the beauty filters had negative effects particularly on young girls. He was specifically asked about one study by the University of Chicago in which 18 experts said that beauty filters as a feature cause harm to teenage girls. Zuckerberg, who noted that he believed this was referring …

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Books, tools, and gear mentioned in this episode

SignalCast may earn commission on purchases via these links. As an Amazon Associate, SignalCast earns from qualifying purchases.

Tools

  • by Google

    Available now to AI Pro and Ultra subscribers via the Gemini app, Notebook LM, and developer platforms including Vertex AI and Android Studio.
  • by 1Password

    SPONSORS: 1Password
  • by Google

    Google's Gemini 3.1 Pro scores 77.1% on the ARC AGI-2 benchmark, more than double the 3 Pro's performance. Available now to AI Pro and Ultra subscribers via the Gemini app, Notebook LM, and developer platforms including Vertex AI and Android Studio.
  • by Google

    Available now to AI Pro and Ultra subscribers via the Gemini app, Notebook LM, and developer platforms including Vertex AI and Android Studio.
  • by Google

    Available now to AI Pro and Ultra subscribers via the Gemini app, Notebook LM, and developer platforms including Vertex AI and Android Studio.

Gear

  • by Apple

    Apple is developing smart glasses (code-named N50, targeting production December 2026, release 2027), a shirt-pin pendant functioning as an always-on iPhone camera, and camera-equipped AirPods potentially launching this year.

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